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 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
$585K
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-476- 1.79% |
$69.7K - $86.3K
|
26K
$8.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-477- 4.02% |
$69.8K - $86.5K
|
11.4K
$3.6M
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-494- 3.33% |
$72.3K - $89.6K
|
14.3K
$4.54M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-494- 0.69% |
$72.3K - $89.6K
|
71.3K
$22.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-495- 3.01% |
$72.5K - $89.8K
|
15.9K
$5.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Westwood Management Corp
|
SELL
|
- |
-500- 9.26% |
$73.2K - $90.7K
|
4.9K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-500- 4.97% |
$73.2K - $90.7K
|
9.56K
$3.03M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-511- 1.91% |
$74.8K - $92.7K
|
26.3K
$8.32M
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-511- 1.91% |
$74.8K - $92.7K
|
26.3K
$8.32M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-512- 5.54% |
$75K - $92.8K
|
8.73K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-526- 3.02% |
$77K - $95.4K
|
16.9K
$5.34M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-531- 3.28% |
$77.7K - $96.3K
|
15.7K
$4.96M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-534- 5.17% |
$78.2K - $96.8K
|
9.8K
$3.11M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-536- 61.61% |
$78.5K - $97.2K
|
334
$106K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-541- 11.18% |
$79.2K - $98.1K
|
4.3K
$1.36M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-546- 18.3% |
$79.9K - $99K
|
2.44K
$772K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-549- 2.83% |
$80.4K - $99.6K
|
18.8K
$5.97M
|
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-549- 4.19% |
$80.4K - $99.6K
|
12.5K
$3.97M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-550- 6.95% |
$80.5K - $99.7K
|
7.36K
$2.33M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-550- 7.45% |
$80.5K - $99.7K
|
6.84K
$2.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-551- 1.45% |
$80.7K - $99.9K
|
37.4K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-566- 2.3% |
$82.9K - $103K
|
24K
$7.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-570- 5.45% |
$83.5K - $103K
|
9.89K
$3.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-580- 4.37% |
$84.9K - $105K
|
12.7K
$4.02M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-586- 42.28% |
$85.8K - $106K
|
800
$253K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-591- 9.94% |
$86.5K - $107K
|
5.35K
$1.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-600- 0.61% |
$87.9K - $109K
|
97.2K
$30.8M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-600- 32.22% |
$87.9K - $109K
|
1.26K
$400K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-600- 0.61% |
$87.9K - $109K
|
97.2K
$30.8M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-603- 57.98% |
$88.3K - $109K
|
437
$138K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-608- 0.64% |
$89K - $110K
|
93.9K
$29.8M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-610- 12.4% |
$89.3K - $111K
|
4.31K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-620- 3.28% |
$90.8K - $112K
|
18.3K
$5.79M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-623- 0.39% |
$91.2K - $113K
|
157K
$49.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-644- 14.15% |
$94.3K - $117K
|
3.91K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-651- 8.25% |
$95.3K - $118K
|
7.24K
$2.29M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-665- 1.95% |
$97.4K - $121K
|
33.4K
$10.6M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-676- 1.71% |
$99K - $123K
|
38.9K
$12.3M
|
|
|
May 01, 2023
Q1 2023
|
Qv Investors Inc.
|
SELL
|
- |
-680- 5.09% |
$99.6K - $123K
|
12.7K
$4.02M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-682- 8.72% |
$99.9K - $124K
|
7.14K
$2.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-684- 3.82% |
$100K - $124K
|
17.2K
$5.46M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-684- 9.08% |
$100K - $124K
|
6.85K
$2.17M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-686- 22.55% |
$100K - $124K
|
2.36K
$746K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-686- 2.34% |
$100K - $124K
|
28.7K
$9.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-702- 0.93% |
$103K - $127K
|
74.8K
$23.7M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-725- 0.5% |
$106K - $131K
|
145K
$46.1M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-729- 0.63% |
$107K - $132K
|
114K
$36.2M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-731- 8.4% |
$107K - $133K
|
7.98K
$2.53M
|