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 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-735- 12.85% |
$108K - $133K
|
4.98K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-746- 3.91% |
$109K - $135K
|
18.3K
$5.82M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-750- 2.18% |
$110K - $136K
|
33.6K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-750- 28.33% |
$110K - $136K
|
1.9K
$602K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-758- 1.81% |
$111K - $137K
|
41.1K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-768- 2.33% |
$112K - $139K
|
32.1K
$10.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-773- 1.8% |
$113K - $140K
|
42.1K
$13.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-776- 4.91% |
$114K - $141K
|
15K
$4.77M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-787- 1.4% |
$115K - $143K
|
55.4K
$17.6M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-795- 5.93% |
$116K - $144K
|
12.6K
$4M
|
|
|
May 11, 2023
Q1 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-797- 1.23% |
$117K - $145K
|
63.9K
$20.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-800- 19.99% |
$117K - $145K
|
3.2K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-805- 4.09% |
$118K - $146K
|
18.9K
$6M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-837- 2.89% |
$123K - $152K
|
28.1K
$8.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-842- 19.27% |
$123K - $153K
|
3.53K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-842- 3.03% |
$123K - $153K
|
27K
$8.56M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-848- 2.04% |
$124K - $154K
|
40.7K
$12.9M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-850- 13.27% |
$124K - $154K
|
5.55K
$1.76M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-850- 13.27% |
$124K - $154K
|
5.55K
$1.76M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-857- 1.84% |
$125K - $155K
|
45.7K
$14.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-873- 5.18% |
$128K - $158K
|
16K
$5.08M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-900- 3.15% |
$132K - $163K
|
27.7K
$8.78M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-900- 7.97% |
$132K - $163K
|
10.4K
$3.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-901- 0.75% |
$132K - $163K
|
120K
$37.9M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-909- 13.11% |
$133K - $165K
|
6.02K
$1.91M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-909- 13.11% |
$133K - $165K
|
6.02K
$1.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-925- 4.1% |
$135K - $168K
|
21.6K
$6.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-936- 2.64% |
$137K - $170K
|
34.6K
$11M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-937- 18.76% |
$137K - $170K
|
4.06K
$1.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
SELL
|
- |
-938- 2.11% |
$137K - $170K
|
43.5K
$13.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-939- 16.81% |
$137K - $170K
|
4.65K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-950- 28.35% |
$139K - $172K
|
2.4K
$762K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-958- 5.54% |
$140K - $174K
|
16.3K
$5.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-963- 1.03% |
$141K - $175K
|
92.9K
$29.5M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-967- 23.24% |
$142K - $175K
|
3.19K
$1.01M
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-969- 32.25% |
$142K - $176K
|
2.04K
$646K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-977- 1.53% |
$143K - $177K
|
62.8K
$19.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-978- 28.1% |
$143K - $177K
|
2.5K
$794K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-979- 1.93% |
$143K - $178K
|
49.8K
$15.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-984- 2.76% |
$144K - $178K
|
34.7K
$11M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-987- 14.47% |
$145K - $179K
|
5.83K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-989- 0.9% |
$145K - $179K
|
109K
$34.6M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-1K- 27.97% |
$146K - $181K
|
2.58K
$817K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1K- 0.93% |
$146K - $181K
|
106K
$33.7M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.03K- 2.82% |
$151K - $187K
|
35.6K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.04K- 7.84% |
$152K - $189K
|
12.2K
$3.88M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.05K- 6.48% |
$153K - $190K
|
15.1K
$4.79M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-1.05K- 1.31% |
$153K - $190K
|
78.8K
$25M
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.05K- 9.61% |
$154K - $191K
|
9.9K
$3.14M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-1.05K- 4.92% |
$154K - $191K
|
20.4K
$6.46M
|