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 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.3K+ 15.6% |
$1.21M - $1.5M
|
61.5K
$18.5M
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
8.17K+ 4.47% |
$1.2M - $1.48M
|
191K
$57.5M
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
8K+ 105.82% |
$1.17M - $1.45M
|
15.6K
$4.69M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.96K+ 45.39% |
$1.17M - $1.44M
|
25.5K
$7.68M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.78K+ 75.92% |
$1.14M - $1.41M
|
18K
$5.43M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.62K+ 11.19% |
$1.12M - $1.38M
|
75.7K
$22.8M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.55K+ 5.26% |
$1.11M - $1.37M
|
151K
$45.5M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.53K+ 78.7% |
$1.1M - $1.37M
|
17.1K
$5.15M
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.51K+ 443.74% |
$1.1M - $1.36M
|
9.2K
$2.77M
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
7.34KNew |
$1.07M - $1.33M
|
7.34K
$2.21M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.33K+ 17.52% |
$1.07M - $1.33M
|
49.2K
$14.8M
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.26K+ 0.33% |
$1.06M - $1.32M
|
2.23M
$672M
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
7.21K+ 28.18% |
$1.06M - $1.31M
|
32.8K
$9.88M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.14K+ 44.04% |
$1.05M - $1.3M
|
23.4K
$7.04M
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
7.14K+ 13.93% |
$1.04M - $1.29M
|
58.4K
$17.6M
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
7.03K+ 2.36% |
$1.03M - $1.27M
|
304K
$91.7M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
7.01K+ 22.58% |
$1.03M - $1.27M
|
38.1K
$11.5M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
6.99K+ 20.7% |
$1.02M - $1.27M
|
40.7K
$12.3M
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
6.85K+ 33.27% |
$1M - $1.24M
|
27.4K
$8.26M
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
6.82K+ 15.67% |
$999K - $1.24M
|
50.4K
$15.2M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.72K+ 168.03% |
$983K - $1.22M
|
10.7K
$3.23M
|
|
Apr 26, 2023
Q1 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
6.5K+ 39.17% |
$952K - $1.18M
|
23.1K
$6.96M
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
6.46K+ 14.37% |
$945K - $1.17M
|
51.4K
$15.5M
|
|
May 05, 2023
Q1 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
6.46KNew |
$945K - $1.17M
|
6.46K
$1.94M
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.44K+ 2.81% |
$943K - $1.17M
|
236K
$71M
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
BUY
|
- |
6.38KNew |
$934K - $1.16M
|
6.38K
$1.92M
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
6.33K+ 6.27% |
$926K - $1.15M
|
107K
$32.3M
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
6.28K+ 33.11% |
$919K - $1.14M
|
25.2K
$7.6M
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
6.21K+ 2.05% |
$910K - $1.13M
|
309K
$93.2M
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
6.17K+ 31.64% |
$903K - $1.12M
|
25.7K
$7.73M
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.16KNew |
$902K - $1.12M
|
6.16K
$1.86M
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.03K+ 232.59% |
$883K - $1.09M
|
8.62K
$2.6M
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
6.01KNew |
$880K - $1.09M
|
6.01K
$1.81M
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
5.91K+ 988.46% |
$865K - $1.07M
|
6.51K
$1.96M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.89K+ 54.59% |
$862K - $1.07M
|
16.7K
$5.02M
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.87KNew |
$860K - $1.07M
|
5.87K
$1.77M
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.87K+ 4.05% |
$859K - $1.06M
|
151K
$45.4M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.85K+ 3.9% |
$857K - $1.06M
|
156K
$47M
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.81K+ 73.18% |
$851K - $1.05M
|
13.8K
$4.15M
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
5.8K+ 5.71% |
$849K - $1.05M
|
107K
$32.3M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.68K+ 1.22% |
$832K - $1.03M
|
473K
$142M
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
5.66K+ 83.24% |
$829K - $1.03M
|
12.5K
$3.75M
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.66KNew |
$829K - $1.03M
|
5.66K
$1.71M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.61K+ 2.73% |
$821K - $1.02M
|
211K
$63.6M
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.6K+ 42.95% |
$820K - $1.02M
|
18.6K
$5.62M
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
5.5KNew |
$805K - $997K
|
5.5K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
5.4KNew |
$791K - $980K
|
5.4K
$1.63M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.33K+ 20.33% |
$780K - $966K
|
31.5K
$9.5M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.3KNew |
$776K - $961K
|
5.3K
$1.6M
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
5.27K+ 6.48% |
$771K - $955K
|
86.6K
$26.1M
|