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
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.3KNew |
$776K - $961K
|
5.3K
$1.44M
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
5.27K+ 6.48% |
$771K - $955K
|
86.6K
$23.6M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.18KNew |
$758K - $939K
|
5.18K
$1.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
5.13KNew |
$751K - $930K
|
5.13K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.13K+ 0.75% |
$751K - $929K
|
687K
$187M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
5.13KNew |
$750K - $929K
|
5.13K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
5.11KNew |
$748K - $927K
|
5.11K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
5.09K+ 0.29% |
$746K - $923K
|
1.79M
$486M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.06KNew |
$741K - $918K
|
5.06K
$1.38M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.03K+ 4.53% |
$737K - $912K
|
116K
$31.6M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5K+ 24.1% |
$732K - $907K
|
25.8K
$7.01M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
4.97K+ 99340.0% |
$727K - $901K
|
4.97K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.94K+ 2.72% |
$724K - $896K
|
187K
$50.8M
|
|
|
May 16, 2023
Q1 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
4.9KNew |
$718K - $889K
|
4.9K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
4.84K+ 101.83% |
$708K - $877K
|
9.59K
$2.61M
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
4.75K+ 49.22% |
$695K - $861K
|
14.4K
$3.92M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
4.7K+ 41.05% |
$688K - $853K
|
16.2K
$4.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
4.66K+ 1.34% |
$682K - $845K
|
353K
$96M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.53K+ 113.9% |
$663K - $822K
|
8.51K
$2.31M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
4.43K+ 34.37% |
$648K - $803K
|
17.3K
$4.71M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.43KNew |
$648K - $803K
|
4.43K
$1.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
4.41K+ 3.91% |
$646K - $800K
|
117K
$31.9M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.27K+ 23.22% |
$625K - $774K
|
22.6K
$6.16M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.16KNew |
$608K - $753K
|
4.16K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.13K+ 108.65% |
$605K - $750K
|
7.94K
$2.16M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.12K+ 295.13% |
$604K - $748K
|
5.52K
$1.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
4.09KNew |
$599K - $742K
|
4.09K
$1.11M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.08KNew |
$598K - $740K
|
4.08K
$1.11M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
4.01K+ 3.26% |
$587K - $727K
|
127K
$34.6M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.95K+ 11.99% |
$579K - $717K
|
36.9K
$10M
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.95K+ 205.94% |
$579K - $717K
|
5.87K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.92K+ 8.6% |
$574K - $711K
|
49.5K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.88KNew |
$568K - $704K
|
3.88K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.85K+ 15.03% |
$564K - $698K
|
29.5K
$8.02M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.8K+ 55.44% |
$557K - $689K
|
10.7K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.78K+ 1.07% |
$554K - $686K
|
358K
$97.5M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
3.72K+ 206.67% |
$545K - $675K
|
5.52K
$1.5M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.72K+ 209.94% |
$544K - $674K
|
5.49K
$1.49M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
3.7K+ 56.22% |
$542K - $671K
|
10.3K
$2.8M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
3.67K+ 35.78% |
$537K - $665K
|
13.9K
$3.78M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
3.62KNew |
$529K - $656K
|
3.62K
$984K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
3.59K+ 2.13% |
$525K - $650K
|
172K
$46.7M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
3.56K+ 111.68% |
$521K - $645K
|
6.74K
$1.83M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.44K+ 3.5% |
$504K - $624K
|
102K
$27.7M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.41K+ 35.99% |
$500K - $619K
|
12.9K
$3.51M
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
3.36KNew |
$493K - $610K
|
3.36K
$915K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
3.33KNew |
$488K - $605K
|
3.33K
$907K
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.33K+ 62.91% |
$488K - $604K
|
8.63K
$2.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.32K+ 25.01% |
$487K - $603K
|
16.6K
$4.52M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.28K+ 11.17% |
$481K - $595K
|
32.7K
$8.89M
|