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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-50- 1.98% |
$7.32K - $9.07K
|
2.48K
$786K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 2.38% |
$7.32K - $9.07K
|
2.05K
$649K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-55- 1.27% |
$8.05K - $9.97K
|
4.26K
$1.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-55- 2.36% |
$8.05K - $9.97K
|
2.28K
$722K
|
|
|
Apr 20, 2023
Q1 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-56- 3.6% |
$8.2K - $10.2K
|
1.5K
$475K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-56- 2.58% |
$8.2K - $10.2K
|
2.11K
$669K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-57- 0.38% |
$8.35K - $10.3K
|
15.1K
$4.77M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-57- 3.51% |
$8.35K - $10.3K
|
1.57K
$496K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-58- 3.41% |
$8.49K - $10.5K
|
1.64K
$520K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-58- 0.78% |
$8.49K - $10.5K
|
7.33K
$2.32M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-59- 6.56% |
$8.64K - $10.7K
|
840
$266K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-64- 1.44% |
$9.37K - $11.6K
|
4.38K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-64- 3.37% |
$9.37K - $11.6K
|
1.84K
$581K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-64- 0.54% |
$9.37K - $11.6K
|
11.9K
$3.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-65- 3.72% |
$9.52K - $11.8K
|
1.68K
$533K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-66- 1.94% |
$9.66K - $12K
|
3.34K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-66- 0.23% |
$9.66K - $12K
|
28.4K
$9.01M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-67- 1.69% |
$9.81K - $12.1K
|
3.9K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-67- 2.7% |
$9.81K - $12.1K
|
2.41K
$763K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-68- 1.79% |
$9.96K - $12.3K
|
3.73K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-68- 4.37% |
$9.96K - $12.3K
|
1.49K
$471K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-69- 10.04% |
$10.1K - $12.5K
|
618
$196K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-70- 3.93% |
$10.2K - $12.7K
|
1.71K
$541K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-70- 4.12% |
$10.2K - $12.7K
|
1.63K
$516K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-71- 0.85% |
$10.4K - $12.9K
|
8.27K
$2.62M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-71- 2.76% |
$10.4K - $12.9K
|
2.5K
$791K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-72- 0.29% |
$10.5K - $13.1K
|
24.8K
$7.85M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-72- 4.24% |
$10.5K - $13.1K
|
1.63K
$515K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-73- 5.14% |
$10.7K - $13.2K
|
1.35K
$427K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-73- 2.52% |
$10.7K - $13.2K
|
2.82K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-73- 4.25% |
$10.7K - $13.2K
|
1.65K
$521K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-74- 2.23% |
$10.8K - $13.4K
|
3.24K
$1.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-75- 2.6% |
$11K - $13.6K
|
2.81K
$889K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-75- 2.78% |
$11K - $13.6K
|
2.62K
$831K
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-75- 1.44% |
$11K - $13.6K
|
5.14K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-77- -0.0% |
$11.3K - $14K
|
1.79M
$566M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-78- 0.94% |
$11.4K - $14.1K
|
8.24K
$2.61M
|
|
|
May 05, 2023
Q1 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-80- 0.54% |
$11.7K - $14.5K
|
14.8K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-80- 2.33% |
$11.7K - $14.5K
|
3.35K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-80- 1.21% |
$11.7K - $14.5K
|
6.52K
$2.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-81- 0.82% |
$11.9K - $14.7K
|
9.77K
$3.09M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-81- 1.57% |
$11.9K - $14.7K
|
5.06K
$1.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-84- 2.29% |
$12.3K - $15.2K
|
3.58K
$1.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-84- 14.89% |
$12.3K - $15.2K
|
480
$152K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-84- 0.18% |
$12.3K - $15.2K
|
47.1K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-84- 0.72% |
$12.3K - $15.2K
|
11.5K
$3.66M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-85- 3.45% |
$12.4K - $15.4K
|
2.38K
$754K
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-85- 3.15% |
$12.4K - $15.4K
|
2.61K
$828K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-85- 4.22% |
$12.4K - $15.4K
|
1.93K
$611K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-86- 3.15% |
$12.6K - $15.6K
|
2.65K
$838K
|