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
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
81+ 0.18% |
$12K - $14.2K
|
46.3K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
81+ 2.51% |
$12K - $14.2K
|
3.31K
$1.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
79+ 5.12% |
$11.7K - $13.8K
|
1.62K
$514K
|
|
|
Jul 27, 2023
Q2 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
78+ 1.21% |
$11.5K - $13.7K
|
6.53K
$2.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
75+ 3.69% |
$11.1K - $13.1K
|
2.11K
$667K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
75+ 1.56% |
$11.1K - $13.1K
|
4.9K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
75+ 1.04% |
$11.1K - $13.1K
|
7.29K
$2.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
73+ 0.4% |
$10.8K - $12.8K
|
18.3K
$5.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
73+ 0.79% |
$10.8K - $12.8K
|
9.28K
$2.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
71+ 4.01% |
$10.5K - $12.4K
|
1.84K
$583K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
70+ 1.01% |
$10.4K - $12.3K
|
6.97K
$2.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
70+ 0.44% |
$10.4K - $12.3K
|
16K
$5.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
70+ 0.85% |
$10.4K - $12.3K
|
8.28K
$2.62M
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
69+ 1.68% |
$10.2K - $12.1K
|
4.17K
$1.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
67+ 5.52% |
$9.91K - $11.7K
|
1.28K
$405K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
65+ 1.87% |
$9.62K - $11.4K
|
3.55K
$1.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
65+ 4.27% |
$9.62K - $11.4K
|
1.59K
$503K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
65+ 2.07% |
$9.62K - $11.4K
|
3.2K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
65+ 0.46% |
$9.62K - $11.4K
|
14.1K
$4.46M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
65+ 3.71% |
$9.62K - $11.4K
|
1.82K
$576K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
63+ 3.07% |
$9.32K - $11K
|
2.11K
$669K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
63+ 4.13% |
$9.32K - $11K
|
1.59K
$503K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
63+ 3.07% |
$9.32K - $11K
|
2.11K
$669K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
62+ 0.72% |
$9.17K - $10.9K
|
8.62K
$2.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
61+ 2.41% |
$9.02K - $10.7K
|
2.59K
$820K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
57+ 2.66% |
$8.43K - $9.98K
|
2.2K
$696K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
57+ 2.09% |
$8.43K - $9.98K
|
2.79K
$884K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
56+ 2.04% |
$8.28K - $9.81K
|
2.8K
$886K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
54+ 3.46% |
$7.99K - $9.46K
|
1.61K
$511K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
54+ 4.04% |
$7.99K - $9.46K
|
1.39K
$440K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
54+ 2.04% |
$7.99K - $9.46K
|
2.7K
$855K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
52+ 2.46% |
$7.69K - $9.11K
|
2.16K
$685K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
52+ 1.84% |
$7.69K - $9.11K
|
2.88K
$912K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
52+ 5.79% |
$7.69K - $9.11K
|
950
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
51+ 0.76% |
$7.54K - $8.93K
|
6.78K
$2.15M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
50+ 3.7% |
$7.4K - $8.76K
|
1.4K
$443K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
50+ 1.06% |
$7.4K - $8.76K
|
4.78K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
48+ 2.1% |
$7.1K - $8.41K
|
2.34K
$740K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
46+ 2.33% |
$6.8K - $8.06K
|
2.02K
$640K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
45+ 1.45% |
$6.66K - $7.88K
|
3.14K
$995K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
45+ 1.91% |
$6.66K - $7.88K
|
2.4K
$760K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
44+ 2.08% |
$6.51K - $7.71K
|
2.16K
$685K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
42+ 0.43% |
$6.21K - $7.36K
|
9.88K
$3.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
42+ 0.71% |
$6.21K - $7.36K
|
5.99K
$1.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
41+ 2.59% |
$6.07K - $7.18K
|
1.63K
$515K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
40+ 1.43% |
$5.92K - $7.01K
|
2.85K
$901K
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
40+ 3.39% |
$5.92K - $7.01K
|
1.22K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
40+ 0.21% |
$5.92K - $7.01K
|
18.8K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
40+ 10.96% |
$5.92K - $7.01K
|
405
$128K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39+ 1.19% |
$5.77K - $6.83K
|
3.31K
$1.05M
|