Purchases and Sales Made in Q2 2023 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
494+ 18.56% |
$73.1K - $86.5K
|
3.16K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
492+ 17.5% |
$72.8K - $86.2K
|
3.3K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
484+ 4.47% |
$71.6K - $84.8K
|
11.3K
$3.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
483+ 8.79% |
$71.5K - $84.6K
|
5.98K
$1.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
476+ 0.37% |
$70.4K - $83.4K
|
128K
$40.5M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
476+ 0.84% |
$70.4K - $83.4K
|
57.2K
$18.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
BUY
|
- |
475+ 4.62% |
$70.3K - $83.2K
|
10.8K
$3.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
470+ 20.88% |
$69.5K - $82.3K
|
2.72K
$864K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
451+ 3.86% |
$66.7K - $79K
|
12.1K
$3.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
450+ 6.11% |
$66.6K - $78.8K
|
7.81K
$2.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
448+ 19.48% |
$66.3K - $78.5K
|
2.75K
$872K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
447+ 8.73% |
$66.1K - $78.3K
|
5.57K
$1.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
446+ 1.14% |
$66K - $78.1K
|
39.5K
$12.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
444+ 6.2% |
$65.7K - $77.8K
|
7.61K
$2.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
438+ 1.38% |
$64.8K - $76.7K
|
32.2K
$10.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
BUY
|
- |
435+ 11.71% |
$64.3K - $76.2K
|
4.15K
$1.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
432+ 2.69% |
$63.9K - $75.7K
|
16.5K
$5.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
431+ 14.27% |
$63.8K - $75.5K
|
3.45K
$1.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
429+ 3.39% |
$63.5K - $75.1K
|
13.1K
$4.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
429+ 3.44% |
$63.5K - $75.1K
|
12.9K
$4.09M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
425+ 11.29% |
$62.9K - $74.4K
|
4.19K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
416+ 2.08% |
$61.5K - $72.9K
|
20.4K
$6.49M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
415+ 21.64% |
$61.4K - $72.7K
|
2.33K
$741K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
406+ 4.61% |
$60.1K - $71.1K
|
9.2K
$2.92M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
404+ 1.75% |
$59.8K - $70.8K
|
23.5K
$7.45M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
401+ 2.12% |
$59.3K - $70.2K
|
19.3K
$6.12M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
399+ 11.0% |
$59K - $69.9K
|
4.03K
$1.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
398+ 1.98% |
$58.9K - $69.7K
|
20.5K
$6.51M
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
380+ 13.29% |
$56.2K - $66.6K
|
3.24K
$1.03M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
376+ 5.52% |
$55.6K - $65.9K
|
7.19K
$2.28M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
376+ 16.63% |
$55.6K - $65.9K
|
2.64K
$837K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
372+ 67.88% |
$55K - $65.2K
|
920
$292K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
360+ 5.65% |
$53.3K - $63.1K
|
6.74K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
350+ 3.94% |
$51.8K - $61.3K
|
9.24K
$2.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
345+ 15.22% |
$51K - $60.4K
|
2.61K
$829K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
344+ 14.1% |
$50.9K - $60.2K
|
2.78K
$883K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
333+ 24.27% |
$49.3K - $58.3K
|
1.71K
$541K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
332+ 3.22% |
$49.1K - $58.1K
|
10.6K
$3.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
332+ 0.39% |
$49.1K - $58.1K
|
85.5K
$27.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
328+ 1.72% |
$48.5K - $57.4K
|
19.4K
$6.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
326+ 0.33% |
$48.2K - $57.1K
|
98.4K
$31.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
324+ 0.57% |
$47.9K - $56.7K
|
57.2K
$18.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
323+ 3.36% |
$47.8K - $56.6K
|
9.95K
$3.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
323+ 1.86% |
$47.8K - $56.6K
|
17.7K
$5.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
322+ 12.87% |
$47.6K - $56.4K
|
2.82K
$896K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
320+ 6.31% |
$47.3K - $56K
|
5.39K
$1.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
319+ 6.32% |
$47.2K - $55.9K
|
5.37K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
319+ 24.9% |
$47.2K - $55.9K
|
1.6K
$508K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
318+ 4.01% |
$47K - $55.7K
|
8.25K
$2.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
315+ 3.03% |
$46.6K - $55.2K
|
10.7K
$3.4M
|