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 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
1.57K+ 2.16% |
$229K - $284K
|
74.1K
$22.7M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.56KNew |
$229K - $283K
|
1.56K
$477K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.56KNew |
$228K - $282K
|
1.56K
$475K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.54KNew |
$226K - $280K
|
1.54K
$472K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.53K+ 95.81% |
$224K - $278K
|
3.13K
$957K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.53KNew |
$224K - $278K
|
1.53K
$468K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.53KNew |
$224K - $277K
|
1.53K
$467K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.53K+ 14.02% |
$223K - $277K
|
12.4K
$3.79M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.5K+ 20.54% |
$219K - $271K
|
8.78K
$2.68M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.48KNew |
$216K - $268K
|
1.48K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.46KNew |
$213K - $264K
|
1.46K
$445K
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
1.45K+ 15.13% |
$212K - $263K
|
11K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.45K+ 29.88% |
$212K - $263K
|
6.3K
$1.92M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.43K+ 23.22% |
$210K - $260K
|
7.61K
$2.33M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.42KNew |
$208K - $258K
|
1.42K
$435K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.42KNew |
$208K - $257K
|
1.42K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.4K+ 0.62% |
$205K - $253K
|
226K
$69.1M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 46.01% |
$204K - $252K
|
4.41K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.39KNew |
$203K - $252K
|
1.39K
$424K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.38KNew |
$202K - $251K
|
1.38K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.38K+ 2.8% |
$202K - $250K
|
50.7K
$15.5M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.38KNew |
$201K - $249K
|
1.38K
$420K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
1.37KNew |
$201K - $249K
|
1.37K
$420K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.37K+ 5.65% |
$201K - $249K
|
25.7K
$7.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.37KNew |
$201K - $249K
|
1.37K
$419K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.37KNew |
$201K - $249K
|
1.37K
$419K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
1.35KNew |
$198K - $245K
|
1.35K
$413K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.35KNew |
$198K - $245K
|
1.35K
$413K
|
|
|
Apr 28, 2023
Q1 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1.35KNew |
$198K - $245K
|
1.35K
$413K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
1.35KNew |
$198K - $245K
|
1.35K
$413K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.34K+ 23.77% |
$196K - $243K
|
6.98K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.33KNew |
$195K - $242K
|
1.33K
$407K
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.33KNew |
$195K - $242K
|
1.33K
$407K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
1.33K+ 16.09% |
$194K - $240K
|
9.56K
$2.92M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.32K+ 275.63% |
$194K - $240K
|
1.8K
$551K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.32KNew |
$193K - $239K
|
1.32K
$403K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.32KNew |
$193K - $239K
|
1.32K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.32KNew |
$193K - $238K
|
1.32K
$402K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.31K+ 21.57% |
$192K - $237K
|
7.38K
$2.25M
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.31KNew |
$191K - $237K
|
1.31K
$399K
|
|
|
May 10, 2023
Q1 2023
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
1.31K+ 1.65% |
$191K - $237K
|
80.6K
$24.6M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.31KNew |
$191K - $237K
|
1.31K
$399K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
1.31KNew |
$191K - $237K
|
1.31K
$399K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.3K+ 10.14% |
$191K - $236K
|
14.2K
$4.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.3K+ 17.46% |
$191K - $236K
|
8.76K
$2.68M
|
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
BUY
|
- |
1.3KNew |
$190K - $236K
|
1.3K
$397K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.29K+ 24.53% |
$189K - $234K
|
6.56K
$2.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
1.29KNew |
$189K - $234K
|
1.29K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.28KNew |
$188K - $232K
|
1.28K
$392K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.28KNew |
$187K - $232K
|
1.28K
$391K
|