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 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-191- 0.09% |
$28K - $34.6K
|
204K
$64.5M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-193- 1.73% |
$28.3K - $35K
|
11K
$3.48M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-193- 0.5% |
$28.3K - $35K
|
38.1K
$12.1M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-196- 1.59% |
$28.7K - $35.5K
|
12.1K
$3.85M
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-196- 2.0% |
$28.7K - $35.5K
|
9.59K
$3.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-197- 3.4% |
$28.8K - $35.7K
|
5.6K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-198- 1.26% |
$29K - $35.9K
|
15.6K
$4.93M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-198- 0.13% |
$29K - $35.9K
|
157K
$49.6M
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-199- 1.25% |
$29.1K - $36.1K
|
15.7K
$4.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-200- 0.74% |
$29.3K - $36.3K
|
26.9K
$8.52M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-200- 7.5% |
$29.3K - $36.3K
|
2.47K
$781K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-200- 0.23% |
$29.3K - $36.3K
|
85.2K
$27M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-200- 13.19% |
$29.3K - $36.3K
|
1.32K
$417K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-203- 2.1% |
$29.7K - $36.8K
|
9.47K
$3M
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
SELL
|
- |
-204- 13.74% |
$29.9K - $37K
|
1.28K
$406K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-220- 0.13% |
$32.2K - $39.9K
|
173K
$54.9M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-229- 0.13% |
$33.5K - $41.5K
|
170K
$53.7M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-229- 3.05% |
$33.5K - $41.5K
|
7.27K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-233- 1.52% |
$34.1K - $42.2K
|
15.1K
$4.79M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-235- 39.63% |
$34.4K - $42.6K
|
358
$113K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-235- 9.56% |
$34.4K - $42.6K
|
2.22K
$704K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-236- 2.86% |
$34.6K - $42.8K
|
8.02K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-237- 5.3% |
$34.7K - $43K
|
4.23K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-238- 4.65% |
$34.8K - $43.2K
|
4.88K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-241- 0.31% |
$35.3K - $43.7K
|
78.1K
$24.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-245- 0.15% |
$35.9K - $44.4K
|
164K
$51.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-250- 14.18% |
$36.6K - $45.3K
|
1.51K
$479K
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-250- 6.93% |
$36.6K - $45.3K
|
3.36K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-254- 4.56% |
$37.2K - $46.1K
|
5.31K
$1.68M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-257- 2.15% |
$37.6K - $46.6K
|
11.7K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-262- 1.18% |
$38.4K - $47.5K
|
21.9K
$6.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-266- 8.07% |
$38.9K - $48.2K
|
3.03K
$960K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-273- 2.83% |
$40K - $49.5K
|
9.37K
$2.97M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-275- 1.42% |
$40.3K - $49.9K
|
19.1K
$6.05M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-275- 3.11% |
$40.3K - $49.9K
|
8.57K
$2.71M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-275- 3.23% |
$40.3K - $49.9K
|
8.25K
$2.61M
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-275- 7.19% |
$40.3K - $49.9K
|
3.55K
$1.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-278- 15.66% |
$40.7K - $50.4K
|
1.5K
$474K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-280- 0.59% |
$41K - $50.8K
|
47.1K
$14.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-281- 5.79% |
$41.1K - $51K
|
4.57K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-285- 16.0% |
$41.7K - $51.7K
|
1.5K
$474K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-287- 14.75% |
$42K - $52K
|
1.66K
$526K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-289- 14.24% |
$42.3K - $52.4K
|
1.74K
$551K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-291- 5.86% |
$42.6K - $52.8K
|
4.67K
$1.48M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-291- 11.64% |
$42.6K - $52.8K
|
2.21K
$700K
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-296- 1.6% |
$43.3K - $53.7K
|
18.2K
$5.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-296- 5.92% |
$43.3K - $53.7K
|
4.7K
$1.49M
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-300- 17.64% |
$43.9K - $54.4K
|
1.4K
$444K
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-300- 8.51% |
$43.9K - $54.4K
|
3.23K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-305- 1.52% |
$44.7K - $55.3K
|
19.8K
$6.26M
|