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 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-3.6K- 28.32% |
$527K - $653K
|
9.11K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.67K- 69.21% |
$537K - $665K
|
1.63K
$442K
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-3.68K- 38.49% |
$538K - $666K
|
5.87K
$1.59M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-3.73K- 2.96% |
$546K - $676K
|
122K
$33.1M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-3.79K- 3.31% |
$554K - $687K
|
110K
$29.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-3.81K- 33.42% |
$558K - $692K
|
7.6K
$2.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-3.93K- 89.69% |
$576K - $713K
|
452
$122K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.95K- 8.64% |
$579K - $717K
|
41.8K
$11.3M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-4.03K- 2.97% |
$591K - $731K
|
132K
$35.7M
|
|
|
May 08, 2023
Q1 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-4.1K- 3.42% |
$600K - $743K
|
116K
$31.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.23K- 44.32% |
$619K - $766K
|
5.31K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-4.25K- 10.6% |
$623K - $771K
|
35.9K
$9.71M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.26K- 1.73% |
$624K - $772K
|
242K
$65.5M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-4.36K- 15.52% |
$638K - $790K
|
23.7K
$6.43M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.47K- 6.11% |
$655K - $811K
|
68.7K
$18.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-4.5K- 12.47% |
$659K - $816K
|
31.6K
$8.56M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.55K- 88.34% |
$666K - $825K
|
600
$162K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.55K- 19.1% |
$666K - $825K
|
19.3K
$5.22M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-4.56K- 2.88% |
$668K - $827K
|
154K
$41.7M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-4.57K- 53.37% |
$670K - $829K
|
4K
$1.08M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.64K- 10.56% |
$680K - $842K
|
39.3K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.66K- 0.34% |
$683K - $845K
|
1.36M
$368M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-4.91K- 4.71% |
$719K - $891K
|
99.3K
$26.9M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-4.93K- 99.9% |
$722K - $895K
|
5
$1.35K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-4.95K- 3.86% |
$725K - $898K
|
123K
$33.4M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.08K- 74.36% |
$744K - $922K
|
1.75K
$475K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.15K- 5.24% |
$754K - $934K
|
93.2K
$25.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-5.25K- 16.43% |
$768K - $951K
|
26.7K
$7.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-5.31K- 18.29% |
$778K - $964K
|
23.7K
$6.43M
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-5.36K- 1.23% |
$784K - $971K
|
431K
$117M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-5.43K- 60.36% |
$796K - $985K
|
3.57K
$967K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.59K- 47.51% |
$818K - $1.01M
|
6.18K
$1.67M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.73K- 3.59% |
$839K - $1.04M
|
154K
$41.7M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.73K- 11.43% |
$839K - $1.04M
|
44.4K
$12M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-5.93K- 21.4% |
$868K - $1.08M
|
21.8K
$5.9M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.96K- 52.25% |
$873K - $1.08M
|
5.45K
$1.48M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-6.01K- 5.77% |
$880K - $1.09M
|
98.1K
$26.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-6.03K- 28.4% |
$883K - $1.09M
|
15.2K
$4.12M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-6.03K- 46.48% |
$883K - $1.09M
|
6.94K
$1.88M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-6.17K- 22.5% |
$903K - $1.12M
|
21.2K
$5.75M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-6.18K- 9.97% |
$904K - $1.12M
|
55.7K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-6.2K- 75.85% |
$908K - $1.12M
|
1.98K
$535K
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-6.44K- 87.22% |
$942K - $1.17M
|
943
$255K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.5K- 0.92% |
$952K - $1.18M
|
703K
$190M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.71K- 3.76% |
$982K - $1.22M
|
172K
$46.5M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.77K- 99.51% |
$991K - $1.23M
|
33
$8.94K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-6.98K- 31.77% |
$1.02M - $1.26M
|
15K
$4.06M
|
|
|
May 12, 2023
Q1 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-6.99K- 14.49% |
$1.02M - $1.27M
|
41.2K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-7.04K- 65.44% |
$1.03M - $1.28M
|
3.72K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.04K- 1.96% |
$1.03M - $1.28M
|
352K
$95.4M
|