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
|
First Financial Corp
|
SELL
|
- |
-315- 34.16% |
$46.1K - $57.1K
|
607
$193K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-317- 19.94% |
$46.4K - $57.5K
|
1.27K
$404K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-318- 4.23% |
$46.6K - $57.7K
|
7.19K
$2.28M
|
|
|
May 03, 2023
Q1 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-320- 0.87% |
$46.9K - $58K
|
36.4K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-320- 3.39% |
$46.9K - $58K
|
9.12K
$2.89M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-324- 19.58% |
$47.4K - $58.8K
|
1.33K
$423K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-325- 9.14% |
$47.6K - $58.9K
|
3.23K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-326- 9.53% |
$47.7K - $59.1K
|
3.09K
$982K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-327- 2.86% |
$47.9K - $59.3K
|
11.1K
$3.53M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-337- 32.66% |
$49.3K - $61.1K
|
695
$221K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-345- 5.31% |
$50.5K - $62.6K
|
6.16K
$1.95M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-346- 11.24% |
$50.7K - $62.7K
|
2.73K
$868K
|
|
|
Apr 20, 2023
Q1 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-350- 1.9% |
$51.2K - $63.5K
|
18.1K
$5.74M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-357- 13.73% |
$52.3K - $64.7K
|
2.24K
$712K
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-368- 1.15% |
$53.9K - $66.7K
|
31.6K
$10M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-370- 1.87% |
$54.2K - $67.1K
|
19.5K
$6.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-374- 5.14% |
$54.8K - $67.8K
|
6.9K
$2.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-376- 11.59% |
$55.1K - $68.2K
|
2.87K
$911K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-378- 4.84% |
$55.3K - $68.5K
|
7.44K
$2.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-382- 1.02% |
$55.9K - $69.3K
|
37.2K
$11.8M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-385- 4.64% |
$56.4K - $69.8K
|
7.91K
$2.51M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-385- 4.48% |
$56.4K - $69.8K
|
8.2K
$2.6M
|
|
|
May 11, 2023
Q1 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-385- 0.99% |
$56.4K - $69.8K
|
38.4K
$12.2M
|
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-389- 0.66% |
$57K - $70.5K
|
58.6K
$18.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-392- 2.44% |
$57.4K - $71.1K
|
15.7K
$4.97M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-392- 2.58% |
$57.4K - $71.1K
|
14.8K
$4.7M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-397- 0.42% |
$58.1K - $72K
|
93.3K
$29.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-398- 0.44% |
$58.3K - $72.2K
|
90.2K
$28.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-400- 22.52% |
$58.6K - $72.5K
|
1.38K
$437K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-401- 71.48% |
$58.7K - $72.7K
|
160
$50.8K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-405- 5.21% |
$59.3K - $73.4K
|
7.36K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-409- 0.17% |
$59.9K - $74.2K
|
246K
$78.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-414- 4.57% |
$60.6K - $75.1K
|
8.64K
$2.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-416- 1.94% |
$60.9K - $75.4K
|
21K
$6.67M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-420- 1.37% |
$61.5K - $76.2K
|
30.3K
$9.62M
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-422- 2.56% |
$61.8K - $76.5K
|
16.1K
$5.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-432- 4.63% |
$63.3K - $78.3K
|
8.89K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-432- 19.12% |
$63.3K - $78.3K
|
1.83K
$580K
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-435- 1.68% |
$63.7K - $78.9K
|
25.4K
$8.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-437- 6.17% |
$64K - $79.2K
|
6.64K
$2.11M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-437- 11.0% |
$64K - $79.2K
|
3.54K
$1.12M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-437- 11.0% |
$64K - $79.2K
|
3.54K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Valueworks LLC
New York, NY |
SELL
|
- |
-439- 3.41% |
$64.3K - $79.6K
|
12.4K
$3.95M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-447- 23.38% |
$65.4K - $81.1K
|
1.47K
$465K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-449- 55.36% |
$65.7K - $81.4K
|
362
$115K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-450- 3.71% |
$65.9K - $81.6K
|
11.7K
$3.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-458- 12.27% |
$67.1K - $83K
|
3.28K
$1.04M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-460- 23.0% |
$67.4K - $83.4K
|
1.54K
$489K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-469- 6.13% |
$68.7K - $85K
|
7.19K
$2.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-476- 20.49% |
$69.7K - $86.3K
|
1.85K
$586K
|