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 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-137- 6.4% |
$20.1K - $24.8K
|
2K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-137- 1.07% |
$20.1K - $24.8K
|
12.7K
$3.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-138- 1.78% |
$20.2K - $25K
|
7.59K
$1.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-138- 0.64% |
$20.2K - $25K
|
21.5K
$5.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-139- 3.23% |
$20.4K - $25.2K
|
4.16K
$1.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-139- 6.36% |
$20.4K - $25.2K
|
2.05K
$496K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-139- 5.09% |
$20.4K - $25.2K
|
2.59K
$628K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-141- 14.14% |
$20.6K - $25.6K
|
856
$208K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-143- 8.13% |
$20.9K - $25.9K
|
1.62K
$392K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-143- 0.6% |
$20.9K - $25.9K
|
23.8K
$5.78M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-143- 5.88% |
$20.9K - $25.9K
|
2.29K
$555K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-144- 7.02% |
$21.1K - $26.1K
|
1.91K
$462K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-145- 7.99% |
$21.2K - $26.3K
|
1.67K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-145- 1.55% |
$21.2K - $26.3K
|
9.19K
$2.23M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-146- 2.57% |
$21.4K - $26.5K
|
5.54K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-146- 10.04% |
$21.4K - $26.5K
|
1.31K
$317K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-147- 3.1% |
$21.5K - $26.7K
|
4.6K
$1.12M
|
|
|
Jan 29, 2025
Q1 2023
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-148- 6.45% |
$21.7K - $26.8K
|
2.15K
$520K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-150- 4.1% |
$22K - $27.2K
|
3.51K
$852K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-150- 6.84% |
$22K - $27.2K
|
2.04K
$496K
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-150- 1.09% |
$22K - $27.2K
|
13.7K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-152- 0.08% |
$22.3K - $27.6K
|
199K
$48.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-153- 10.63% |
$22.4K - $27.7K
|
1.29K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-153- 1.03% |
$22.4K - $27.7K
|
14.7K
$3.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-155- 15.12% |
$22.7K - $28.1K
|
870
$211K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-155- 1.21% |
$22.7K - $28.1K
|
12.7K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-156- 3.46% |
$22.8K - $28.3K
|
4.36K
$1.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-158- 14.5% |
$23.1K - $28.7K
|
932
$226K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-158- 2.29% |
$23.1K - $28.7K
|
6.73K
$1.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-160- 6.69% |
$23.4K - $29K
|
2.23K
$541K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-160- 6.38% |
$23.4K - $29K
|
2.35K
$570K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-160- 26.19% |
$23.4K - $29K
|
451
$109K
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-163- 0.62% |
$23.9K - $29.6K
|
26.2K
$6.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-166- 0.73% |
$24.3K - $30.1K
|
22.5K
$5.45M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-169- 2.9% |
$24.7K - $30.6K
|
5.66K
$1.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-170- 0.5% |
$24.9K - $30.8K
|
34.1K
$8.27M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-170- 10.4% |
$24.9K - $30.8K
|
1.47K
$355K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-170- 0.12% |
$24.9K - $30.8K
|
138K
$33.6M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-170- 2.07% |
$24.9K - $30.8K
|
8.06K
$1.95M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-172- 1.09% |
$25.2K - $31.2K
|
15.6K
$3.79M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-173- 2.62% |
$25.3K - $31.4K
|
6.42K
$1.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-174- 0.55% |
$25.5K - $31.6K
|
31.7K
$7.7M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-175- 25.93% |
$25.6K - $31.7K
|
500
$121K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-176- 2.42% |
$25.8K - $31.9K
|
7.09K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-177- 0.67% |
$25.9K - $32.1K
|
26.1K
$6.32M
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-181- 2.29% |
$26.5K - $32.8K
|
7.74K
$1.88M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-183- 8.41% |
$26.8K - $33.2K
|
1.99K
$484K
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-186- 0.82% |
$27.2K - $33.7K
|
22.5K
$5.45M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-189- 12.03% |
$27.7K - $34.3K
|
1.38K
$335K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-190- 15.45% |
$27.8K - $34.5K
|
1.04K
$252K
|