Purchases and Sales Made in Q1 2023 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERICAN EXPRESS CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1- 0.59% |
$146 - $181
|
169
$53.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$146 - $181
|
3.56K
$1.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$146 - $181
|
1.65K
$524K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1- 0.08% |
$146 - $181
|
1.28K
$404K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2- 0.03% |
$293 - $363
|
6.25K
$1.98M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3- 0.06% |
$439 - $544
|
5.44K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3- 0.1% |
$439 - $544
|
2.96K
$937K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-4- 0.12% |
$586 - $725
|
3.3K
$1.05M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-4- 0.08% |
$586 - $725
|
4.97K
$1.58M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4- 12.12% |
$586 - $725
|
29
$9.19K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5- 0.47% |
$732 - $907
|
1.06K
$337K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-5- 1.08% |
$732 - $907
|
457
$145K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5- 0.28% |
$732 - $907
|
1.76K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-7- 0.46% |
$1.02K - $1.27K
|
1.53K
$483K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-8- 0.2% |
$1.17K - $1.45K
|
3.94K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8- 1.0% |
$1.17K - $1.45K
|
795
$252K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-9- 0.39% |
$1.32K - $1.63K
|
2.29K
$724K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-9- 0.41% |
$1.32K - $1.63K
|
2.17K
$687K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9- 18.0% |
$1.32K - $1.63K
|
41
$13K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-9- 0.13% |
$1.32K - $1.63K
|
7.14K
$2.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-10- 0.49% |
$1.46K - $1.81K
|
2.04K
$646K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 4.52% |
$1.46K - $1.81K
|
211
$66.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-11- 0.13% |
$1.61K - $1.99K
|
8.7K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11- 6.67% |
$1.61K - $1.99K
|
154
$48.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-12- 30.77% |
$1.76K - $2.18K
|
27
$8.55K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-12- 70.59% |
$1.76K - $2.18K
|
5
$1.58K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-13- 0.57% |
$1.9K - $2.36K
|
2.25K
$713K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-13- 0.82% |
$1.9K - $2.36K
|
1.58K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-13- 0.37% |
$1.9K - $2.36K
|
3.53K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-14- 1.01% |
$2.05K - $2.54K
|
1.38K
$437K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-15- 0.76% |
$2.2K - $2.72K
|
1.96K
$622K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-16- 0.65% |
$2.34K - $2.9K
|
2.43K
$771K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-16Closed |
$2.34K - $2.9K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.59% |
$2.64K - $3.26K
|
3.05K
$966K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-18- 0.45% |
$2.64K - $3.26K
|
3.98K
$1.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-19- 0.58% |
$2.78K - $3.45K
|
3.26K
$1.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-20- 10.05% |
$2.93K - $3.63K
|
179
$56.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-20- 0.38% |
$2.93K - $3.63K
|
5.19K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-20- 0.58% |
$2.93K - $3.63K
|
3.4K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-20- 0.35% |
$2.93K - $3.63K
|
5.7K
$1.8M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-21- 0.87% |
$3.07K - $3.81K
|
2.4K
$760K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-21- 1.36% |
$3.07K - $3.81K
|
1.52K
$481K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-21- 0.11% |
$3.07K - $3.81K
|
18.7K
$5.93M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-22- 1.59% |
$3.22K - $3.99K
|
1.36K
$430K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-23- 3.49% |
$3.37K - $4.17K
|
636
$201K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-26- 1.14% |
$3.81K - $4.71K
|
2.25K
$712K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-26- 0.01% |
$3.81K - $4.71K
|
291K
$92.3M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-26- 1.26% |
$3.81K - $4.71K
|
2.04K
$646K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26- 12.81% |
$3.81K - $4.71K
|
177
$56.1K
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-26- 0.07% |
$3.81K - $4.71K
|
37.1K
$11.7M
|