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 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-27- 1.85% |
$3.95K - $4.9K
|
1.43K
$454K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-27- 0.35% |
$3.95K - $4.9K
|
7.69K
$2.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-28- 0.18% |
$4.1K - $5.08K
|
15.7K
$4.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-28- 3.46% |
$4.1K - $5.08K
|
781
$247K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-28- 0.28% |
$4.1K - $5.08K
|
9.94K
$3.15M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-28- 0.42% |
$4.1K - $5.08K
|
6.67K
$2.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-29- 0.27% |
$4.25K - $5.26K
|
10.9K
$3.45M
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-30- 0.82% |
$4.39K - $5.44K
|
3.65K
$1.16M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-30- 0.67% |
$4.39K - $5.44K
|
4.47K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-30- 1.62% |
$4.39K - $5.44K
|
1.82K
$577K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-31- 1.96% |
$4.54K - $5.62K
|
1.55K
$491K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-31- 2.11% |
$4.54K - $5.62K
|
1.44K
$455K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-31- 1.18% |
$4.54K - $5.62K
|
2.59K
$820K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-31- 0.28% |
$4.54K - $5.62K
|
11.1K
$3.51M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-32- 2.14% |
$4.69K - $5.8K
|
1.46K
$464K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-32- 0.72% |
$4.69K - $5.8K
|
4.39K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-32- 0.93% |
$4.69K - $5.8K
|
3.4K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-32- 1.13% |
$4.69K - $5.8K
|
2.8K
$888K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-35- 1.71% |
$5.12K - $6.35K
|
2.01K
$636K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-35- 2.09% |
$5.12K - $6.35K
|
1.64K
$520K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-35- 1.47% |
$5.12K - $6.35K
|
2.35K
$745K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-35- 4.88% |
$5.12K - $6.35K
|
682
$216K
|
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-36- 17.31% |
$5.27K - $6.53K
|
172
$54.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-37- 0.31% |
$5.42K - $6.71K
|
11.9K
$3.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-38- 0.06% |
$5.56K - $6.89K
|
59.5K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-38- 8.23% |
$5.56K - $6.89K
|
424
$134K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-39- 1.36% |
$5.71K - $7.07K
|
2.83K
$895K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-40- 0.31% |
$5.86K - $7.25K
|
12.9K
$4.07M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-41- 0.71% |
$6K - $7.43K
|
5.71K
$1.81M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-42- 2.18% |
$6.15K - $7.62K
|
1.89K
$597K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-42- 5.12% |
$6.15K - $7.62K
|
778
$246K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-43- 2.48% |
$6.3K - $7.8K
|
1.69K
$536K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-43- 2.44% |
$6.3K - $7.8K
|
1.72K
$545K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-43- 1.03% |
$6.3K - $7.8K
|
4.14K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-44- 0.35% |
$6.44K - $7.98K
|
12.5K
$3.95M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-45- 12.16% |
$6.59K - $8.16K
|
325
$103K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-45- 0.19% |
$6.59K - $8.16K
|
23.5K
$7.45M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-45- 0.2% |
$6.59K - $8.16K
|
22.1K
$7.01M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-46- 3.04% |
$6.74K - $8.34K
|
1.47K
$464K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-46- 0.79% |
$6.74K - $8.34K
|
5.78K
$1.83M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-47- 0.51% |
$6.88K - $8.52K
|
9.25K
$2.93M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-48- 1.57% |
$7.03K - $8.7K
|
3.01K
$953K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-48- 2.37% |
$7.03K - $8.7K
|
1.98K
$626K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-48- 2.3% |
$7.03K - $8.7K
|
2.04K
$647K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-48- 0.47% |
$7.03K - $8.7K
|
10.2K
$3.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-49- 1.8% |
$7.17K - $8.89K
|
2.67K
$845K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-49- 9.92% |
$7.17K - $8.89K
|
445
$141K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-49- 1.51% |
$7.17K - $8.89K
|
3.2K
$1.01M
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-50- 25.0% |
$7.32K - $9.07K
|
150
$47.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 0.42% |
$7.32K - $9.07K
|
11.8K
$3.74M
|