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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
129+ 4.17% |
$19.1K - $22.6K
|
3.22K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
128+ 5.98% |
$18.9K - $22.4K
|
2.27K
$720K
|
|
|
Jul 24, 2023
Q2 2023
|
Mount Vernon Associates Inc
|
BUY
|
- |
125+ 0.69% |
$18.5K - $21.9K
|
18.2K
$5.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
123+ 0.47% |
$18.2K - $21.5K
|
26.2K
$8.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
120+ 1.17% |
$17.8K - $21K
|
10.4K
$3.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
119+ 0.46% |
$17.6K - $20.8K
|
25.7K
$8.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
119+ 3.38% |
$17.6K - $20.8K
|
3.64K
$1.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
119+ 7.92% |
$17.6K - $20.8K
|
1.62K
$515K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
118+ 1.41% |
$17.5K - $20.7K
|
8.51K
$2.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
118+ 3.89% |
$17.5K - $20.7K
|
3.15K
$999K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
116+ 1.34% |
$17.2K - $20.3K
|
8.76K
$2.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
115+ 2.74% |
$17K - $20.1K
|
4.31K
$1.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
115+ 5.63% |
$17K - $20.1K
|
2.16K
$685K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
115+ 0.49% |
$17K - $20.1K
|
23.6K
$7.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
114+ 0.65% |
$16.9K - $20K
|
17.7K
$5.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
112+ 5.49% |
$16.6K - $19.6K
|
2.15K
$683K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
110+ 1.84% |
$16.3K - $19.3K
|
6.1K
$1.94M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
110+ 5.16% |
$16.3K - $19.3K
|
2.24K
$712K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
109+ 3.63% |
$16.1K - $19.1K
|
3.11K
$988K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
108+ 1.03% |
$16K - $18.9K
|
10.6K
$3.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
108+ 9.1% |
$16K - $18.9K
|
1.3K
$411K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
107+ 9.86% |
$15.8K - $18.7K
|
1.19K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
107New |
$15.8K - $18.7K
|
107
$34K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
104+ 2.95% |
$15.4K - $18.2K
|
3.63K
$1.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
104+ 1.56% |
$15.4K - $18.2K
|
6.77K
$2.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
103+ 7.45% |
$15.2K - $18K
|
1.49K
$471K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
102+ 14.15% |
$15.1K - $17.9K
|
823
$261K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
102+ 5.86% |
$15.1K - $17.9K
|
1.84K
$585K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
100+ 0.87% |
$14.8K - $17.5K
|
11.6K
$3.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
100+ 1.81% |
$14.8K - $17.5K
|
5.64K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 4.0% |
$14.8K - $17.5K
|
2.6K
$825K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
99+ 0.37% |
$14.6K - $17.3K
|
27.2K
$8.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
99+ 2.3% |
$14.6K - $17.3K
|
4.4K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
99+ 0.76% |
$14.6K - $17.3K
|
13.1K
$4.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
98+ 2.13% |
$14.5K - $17.2K
|
4.71K
$1.49M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97+ 14.26% |
$14.3K - $17K
|
777
$247K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97+ 14.26% |
$14.3K - $17K
|
777
$247K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
96+ 7.0% |
$14.2K - $16.8K
|
1.47K
$466K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
95+ 3.04% |
$14.1K - $16.6K
|
3.22K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
93+ 0.72% |
$13.8K - $16.3K
|
13K
$4.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
92+ 4.91% |
$13.6K - $16.1K
|
1.97K
$624K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
92+ 3.29% |
$13.6K - $16.1K
|
2.89K
$917K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
90+ 0.7% |
$13.3K - $15.8K
|
13K
$4.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
88+ 6.48% |
$13K - $15.4K
|
1.45K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
87+ 1.1% |
$12.9K - $15.2K
|
8K
$2.54M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
87+ 1.63% |
$12.9K - $15.2K
|
5.43K
$1.72M
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
83+ 1.16% |
$12.3K - $14.5K
|
7.25K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
83New |
$12.3K - $14.5K
|
83
$26.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
81+ 0.86% |
$12K - $14.2K
|
9.45K
$3M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
81+ 0.18% |
$12K - $14.2K
|
46.3K
$14.7M
|