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 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
208+ 3.72% |
$30.8K - $36.4K
|
5.8K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
208+ 3.92% |
$30.8K - $36.4K
|
5.52K
$1.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
207+ 2.04% |
$30.6K - $36.3K
|
10.4K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
205+ 1.72% |
$30.3K - $35.9K
|
12.1K
$3.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
203+ 0.38% |
$30K - $35.6K
|
53.4K
$13.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
201New |
$29.7K - $35.2K
|
201
$50.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
196+ 13.52% |
$29K - $34.3K
|
1.65K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
196+ 19600.0% |
$29K - $34.3K
|
197
$49.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
196+ 2.29% |
$29K - $34.3K
|
8.76K
$2.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
195+ 4.81% |
$28.8K - $34.2K
|
4.25K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
194+ 2.3% |
$28.7K - $34K
|
8.62K
$2.18M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
191+ 12.01% |
$28.3K - $33.5K
|
1.78K
$450K
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
190+ 0.35% |
$28.1K - $33.3K
|
54K
$13.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
188+ 4.23% |
$27.8K - $32.9K
|
4.63K
$1.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
185+ 1.05% |
$27.4K - $32.4K
|
17.8K
$4.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
184+ 6.71% |
$27.2K - $32.2K
|
2.93K
$738K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
180+ 14.91% |
$26.6K - $31.5K
|
1.39K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
178+ 3560.0% |
$26.3K - $31.2K
|
183
$46.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
177+ 3.11% |
$26.2K - $31K
|
5.87K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
173+ 1.74% |
$25.6K - $30.3K
|
10.1K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
173+ 9.46% |
$25.6K - $30.3K
|
2K
$505K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
172+ 11.99% |
$25.4K - $30.1K
|
1.61K
$405K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
172+ 9.17% |
$25.4K - $30.1K
|
2.05K
$517K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
170+ 19.38% |
$25.1K - $29.8K
|
1.05K
$264K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
169+ 0.64% |
$25K - $29.6K
|
26.4K
$6.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
165+ 8.16% |
$24.4K - $28.9K
|
2.19K
$552K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
164+ 11.4% |
$24.3K - $28.7K
|
1.6K
$404K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
164+ 3.56% |
$24.3K - $28.7K
|
4.77K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
163+ 1.53% |
$24.1K - $28.5K
|
10.8K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
163+ 20.5% |
$24.1K - $28.5K
|
958
$242K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
160+ 0.76% |
$23.7K - $28K
|
21.3K
$5.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
159+ 1.99% |
$23.5K - $27.8K
|
8.15K
$2.06M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
157+ 3.69% |
$23.2K - $27.5K
|
4.41K
$1.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
155+ 0.65% |
$22.9K - $27.1K
|
23.9K
$6.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
155+ 42.82% |
$22.9K - $27.1K
|
517
$131K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
154+ 42.42% |
$22.8K - $27K
|
517
$131K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
153+ 2.21% |
$22.6K - $26.8K
|
7.06K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
153+ 2.4% |
$22.6K - $26.8K
|
6.53K
$1.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
152+ 4.81% |
$22.5K - $26.6K
|
3.31K
$836K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
151+ 10.93% |
$22.3K - $26.4K
|
1.53K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 0.14% |
$22.2K - $26.3K
|
105K
$26.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
147+ 3.77% |
$21.7K - $25.7K
|
4.05K
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
146+ 0.25% |
$21.6K - $25.6K
|
58.7K
$14.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
143+ 7.26% |
$21.2K - $25K
|
2.11K
$533K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
140+ 7.58% |
$20.7K - $24.5K
|
1.99K
$501K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
135+ 4.82% |
$20K - $23.6K
|
2.94K
$741K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
133+ 2.22% |
$19.7K - $23.3K
|
6.13K
$1.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
133+ 9.07% |
$19.7K - $23.3K
|
1.6K
$404K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
130+ 7.84% |
$19.2K - $22.8K
|
1.79K
$452K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
130+ 5.64% |
$19.2K - $22.8K
|
2.44K
$615K
|