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
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
315+ 0.45% |
$46.6K - $55.2K
|
70.3K
$22.3M
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
314+ 20.69% |
$46.5K - $55K
|
1.83K
$582K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
313+ 21.18% |
$46.3K - $54.8K
|
1.79K
$569K
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
306+ 1.1% |
$45.3K - $53.6K
|
28.1K
$8.91M
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
305+ 0.23% |
$45.1K - $53.4K
|
132K
$41.8M
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
301+ 20.12% |
$44.5K - $52.7K
|
1.8K
$570K
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
300+ 2.4% |
$44.4K - $52.5K
|
12.8K
$4.07M
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
300+ 14.29% |
$44.4K - $52.5K
|
2.4K
$762K
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
300+ 144.23% |
$44.4K - $52.5K
|
508
$161K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
299New |
$44.2K - $52.4K
|
299
$94.9K
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
297New |
$43.9K - $52K
|
297
$94.3K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
296+ 4.84% |
$43.8K - $51.8K
|
6.41K
$2.03M
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
290+ 73.42% |
$42.9K - $50.8K
|
685
$217K
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
284+ 4.64% |
$42K - $49.7K
|
6.41K
$2.03M
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
283+ 8.73% |
$41.9K - $49.6K
|
3.53K
$1.12M
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
282+ 1.1% |
$41.7K - $49.4K
|
26K
$8.26M
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
281New |
$41.6K - $49.2K
|
281
$89.2K
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
280+ 0.76% |
$41.4K - $49K
|
37.3K
$11.9M
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
278+ 28.37% |
$41.1K - $48.7K
|
1.26K
$399K
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
275+ 14.5% |
$40.7K - $48.2K
|
2.17K
$689K
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
268+ 1.71% |
$39.6K - $46.9K
|
15.9K
$5.06M
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
260+ 5.65% |
$38.5K - $45.5K
|
4.86K
$1.54M
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
259+ 2.38% |
$38.3K - $45.4K
|
11.1K
$3.54M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
255+ 20.06% |
$37.7K - $44.7K
|
1.53K
$484K
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
254+ 2.92% |
$37.6K - $44.5K
|
8.96K
$2.84M
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
253+ 1.4% |
$37.4K - $44.3K
|
18.3K
$5.82M
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
251+ 26.12% |
$37.1K - $44K
|
1.21K
$385K
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
BUY
|
- |
248+ 1.92% |
$36.7K - $43.4K
|
13.1K
$4.17M
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
247+ 0.35% |
$36.5K - $43.3K
|
70.4K
$22.3M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
245+ 8.97% |
$36.2K - $42.9K
|
2.98K
$944K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
244+ 10.6% |
$36.1K - $42.7K
|
2.55K
$808K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
244+ 1.89% |
$36.1K - $42.7K
|
13.1K
$4.17M
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
236+ 0.43% |
$34.9K - $41.3K
|
55.2K
$17.5M
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
234+ 0.89% |
$34.6K - $41K
|
26.4K
$8.39M
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
234+ 8.2% |
$34.6K - $41K
|
3.09K
$980K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
230+ 0.62% |
$34K - $40.3K
|
37.6K
$11.9M
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
BUY
|
- |
230+ 1.48% |
$34K - $40.3K
|
15.8K
$5.02M
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
227+ 1.05% |
$33.6K - $39.8K
|
21.9K
$6.97M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
226+ 16.15% |
$33.4K - $39.6K
|
1.63K
$516K
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
226+ 0.66% |
$33.4K - $39.6K
|
34.4K
$10.9M
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
226+ 0.96% |
$33.4K - $39.6K
|
23.8K
$7.55M
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
BUY
|
- |
225+ 0.32% |
$33.3K - $39.4K
|
69.6K
$22.1M
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
225+ 3.54% |
$33.3K - $39.4K
|
6.58K
$2.09M
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
223+ 2.07% |
$33K - $39.1K
|
11K
$3.5M
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
216+ 3.46% |
$32K - $37.8K
|
6.46K
$2.05M
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
214+ 1.3% |
$31.7K - $37.5K
|
16.7K
$5.29M
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
214+ 0.34% |
$31.7K - $37.5K
|
63K
$20M
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
213+ 0.5% |
$31.5K - $37.3K
|
43.1K
$13.7M
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
210+ 12.35% |
$31.1K - $36.8K
|
1.91K
$607K
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
208+ 0.77% |
$30.8K - $36.4K
|
27.1K
$8.61M
|