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 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.27K+ 2.89% |
$479K - $594K
|
117K
$31.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.24KNew |
$474K - $587K
|
3.24K
$881K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.23K+ 6.46% |
$473K - $586K
|
53.2K
$14.5M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3.13K+ 157.0% |
$458K - $567K
|
5.12K
$1.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.11KNew |
$455K - $564K
|
3.11K
$846K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.1K+ 2.74% |
$453K - $562K
|
116K
$31.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.08K+ 7.22% |
$451K - $559K
|
45.7K
$12.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.07K+ 81.56% |
$450K - $557K
|
6.84K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.07KNew |
$449K - $556K
|
3.07K
$835K
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.05KNew |
$446K - $553K
|
3.05K
$829K
|
|
|
May 15, 2023
Q1 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
3.02KNew |
$442K - $548K
|
3.02K
$822K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3KNew |
$439K - $544K
|
3K
$816K
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
2.98K+ 123.23% |
$436K - $541K
|
5.4K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.98K+ 5.86% |
$436K - $540K
|
53.8K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
2.97K+ 22.74% |
$434K - $538K
|
16K
$4.36M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.84K+ 98.44% |
$416K - $516K
|
5.73K
$1.56M
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.82K+ 1.75% |
$413K - $512K
|
164K
$44.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.82KNew |
$413K - $512K
|
2.82K
$768K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.82KNew |
$412K - $510K
|
2.82K
$766K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2.81KNew |
$411K - $509K
|
2.81K
$764K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.81K+ 34.06% |
$411K - $509K
|
11K
$3M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.81K+ 30.94% |
$411K - $509K
|
11.9K
$3.23M
|
|
|
Feb 05, 2025
Q1 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
2.77KNew |
$406K - $502K
|
2.77K
$753K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.76K+ 7.29% |
$404K - $501K
|
40.6K
$11.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.75K+ 101.66% |
$403K - $499K
|
5.46K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.69K+ 34.15% |
$394K - $488K
|
10.6K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.69K+ 1.78% |
$394K - $488K
|
154K
$41.8M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.67KNew |
$391K - $484K
|
2.67K
$726K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.65KNew |
$389K - $481K
|
2.65K
$722K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.64K+ 8.26% |
$387K - $479K
|
34.6K
$9.42M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
2.63KNew |
$384K - $476K
|
2.63K
$714K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.62K+ 118.26% |
$384K - $476K
|
4.84K
$1.32M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.61KNew |
$382K - $473K
|
2.61K
$709K
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.6KNew |
$381K - $472K
|
2.6K
$708K
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.57K+ 35.84% |
$377K - $467K
|
9.75K
$2.65M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.55K+ 1544.85% |
$373K - $462K
|
2.71K
$738K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.55K+ 5.29% |
$373K - $461K
|
50.6K
$13.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
2.54K+ 6.94% |
$371K - $460K
|
39.1K
$10.6M
|
|
|
May 16, 2023
Q1 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
2.53K+ 26.99% |
$370K - $459K
|
11.9K
$3.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
2.52KNew |
$369K - $457K
|
2.52K
$686K
|
|
|
May 11, 2023
Q1 2023
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
2.52K+ 3.63% |
$369K - $457K
|
72K
$19.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
2.51K+ 8.54% |
$368K - $455K
|
31.9K
$8.68M
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.43K+ 2.31% |
$356K - $441K
|
108K
$29.3M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.43K+ 0.99% |
$356K - $440K
|
248K
$67.5M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.43K+ 0.99% |
$356K - $440K
|
248K
$67.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.41K+ 30.19% |
$353K - $437K
|
10.4K
$2.83M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
2.41KNew |
$353K - $437K
|
2.41K
$656K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.41K+ 30.46% |
$352K - $436K
|
10.3K
$2.8M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.35KNew |
$344K - $425K
|
2.35K
$638K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.34K+ 20.73% |
$343K - $425K
|
13.6K
$3.71M
|