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 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.95K- 42.27% |
$285K - $353K
|
2.66K
$843K
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.95K- 2.65% |
$286K - $354K
|
71.6K
$22.7M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.98K- 2.08% |
$289K - $358K
|
93.1K
$29.5M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2K- 1.55% |
$293K - $363K
|
127K
$40.2M
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-2K- 4.0% |
$293K - $363K
|
48.1K
$15.2M
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.07K- 21.48% |
$303K - $375K
|
7.56K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.08K- 32.55% |
$305K - $377K
|
4.31K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.12K- 6.79% |
$310K - $384K
|
29.1K
$9.23M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.16K- 2.3% |
$317K - $392K
|
91.9K
$29.1M
|
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.22K- 1.23% |
$325K - $402K
|
178K
$56.2M
|
|
|
May 09, 2023
Q1 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.23K- 3.98% |
$327K - $405K
|
53.9K
$17.1M
|
|
|
May 12, 2023
Q1 2023
|
Dundas Partners LLP
Edinburgh, X0 |
SELL
|
- |
-2.27K- 1.84% |
$332K - $411K
|
121K
$38.3M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.27K- 20.96% |
$332K - $411K
|
8.56K
$2.71M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.28K- 3.25% |
$334K - $413K
|
67.8K
$21.5M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.29K- 27.12% |
$335K - $415K
|
6.14K
$1.95M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-2.38K- 9.79% |
$349K - $432K
|
21.9K
$6.95M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.38K- 34.49% |
$349K - $432K
|
4.53K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.4K- 4.42% |
$351K - $435K
|
51.8K
$16.4M
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.42K- 27.54% |
$354K - $438K
|
6.36K
$2.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.43K- 44.29% |
$356K - $441K
|
3.06K
$970K
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.48K- 8.29% |
$363K - $449K
|
27.4K
$8.67M
|
|
|
May 15, 2023
Q1 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-2.5K- 2.04% |
$366K - $453K
|
120K
$38M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.51K- 4.09% |
$367K - $454K
|
58.7K
$18.6M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.51K- 35.27% |
$367K - $455K
|
4.6K
$1.46M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.58K- 6.35% |
$377K - $467K
|
38K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.59K- 2.95% |
$378K - $469K
|
85.1K
$27M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.59K- 1.64% |
$379K - $469K
|
155K
$49.1M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.62K- 48.97% |
$383K - $475K
|
2.73K
$864K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.68K- 24.19% |
$392K - $486K
|
8.39K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.7K- 9.49% |
$396K - $490K
|
25.8K
$8.16M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.76K- 18.59% |
$403K - $500K
|
12.1K
$3.82M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.76K- 2.59% |
$404K - $500K
|
104K
$32.9M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.78K- 1.46% |
$407K - $504K
|
187K
$59.2M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.83K- 7.82% |
$414K - $513K
|
33.4K
$10.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.87K- 9.72% |
$421K - $521K
|
26.7K
$8.46M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.88K- 6.2% |
$421K - $521K
|
43.5K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-2.89K- 63.06% |
$423K - $524K
|
1.69K
$536K
|
|
|
May 09, 2023
Q1 2023
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-2.95K- 6.54% |
$432K - $535K
|
42.2K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.98K- 77.57% |
$436K - $540K
|
861
$273K
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3K- 53.97% |
$439K - $544K
|
2.56K
$811K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.18K- 2.5% |
$465K - $576K
|
124K
$39.2M
|
|
|
May 05, 2023
Q1 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-3.2K- 4.27% |
$469K - $580K
|
71.8K
$22.7M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.21K- 85.41% |
$470K - $582K
|
548
$174K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.21K- 14.55% |
$470K - $582K
|
18.9K
$5.97M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.21K- 14.55% |
$470K - $582K
|
18.9K
$5.97M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.33K- 39.63% |
$487K - $604K
|
5.07K
$1.61M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3.4K- 89.25% |
$497K - $616K
|
409
$130K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.4K- 42.75% |
$497K - $616K
|
4.55K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.42K- 6.58% |
$500K - $619K
|
48.5K
$15.4M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.42K- 40.87% |
$500K - $620K
|
4.95K
$1.57M
|