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 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
38+ 6.26% |
$5.62K - $6.66K
|
645
$205K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
38+ 1.36% |
$5.62K - $6.66K
|
2.82K
$896K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
37+ 0.95% |
$5.47K - $6.48K
|
3.94K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
37+ 0.41% |
$5.47K - $6.48K
|
9.11K
$2.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
36+ 0.12% |
$5.33K - $6.31K
|
30.4K
$9.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
36+ 0.86% |
$5.33K - $6.31K
|
4.25K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
35+ 0.75% |
$5.18K - $6.13K
|
4.71K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 0.58% |
$5.18K - $6.13K
|
6.06K
$1.92M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 0.58% |
$5.18K - $6.13K
|
6.06K
$1.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
34+ 2.19% |
$5.03K - $5.95K
|
1.58K
$503K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
33+ 0.64% |
$4.88K - $5.78K
|
5.21K
$1.65M
|
|
|
Nov 13, 2023
Q2 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
33+ 0.03% |
$4.88K - $5.78K
|
95.9K
$30.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
32+ 0.8% |
$4.73K - $5.6K
|
4.02K
$1.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
32+ 0.82% |
$4.73K - $5.6K
|
3.95K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
30+ 2.45% |
$4.44K - $5.25K
|
1.25K
$397K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
30+ 1.47% |
$4.44K - $5.25K
|
2.07K
$658K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
30+ 12.55% |
$4.44K - $5.25K
|
269
$85.4K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
30+ 0.03% |
$4.44K - $5.25K
|
93.4K
$29.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Jlb & Associates Inc
|
BUY
|
- |
29+ 0.66% |
$4.29K - $5.08K
|
4.45K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
27+ 0.23% |
$3.99K - $4.73K
|
11.7K
$3.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
27+ 0.4% |
$3.99K - $4.73K
|
6.76K
$2.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26+ 1.34% |
$3.85K - $4.55K
|
1.97K
$625K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
26+ 0.46% |
$3.85K - $4.55K
|
5.69K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
26+ 2.01% |
$3.85K - $4.55K
|
1.32K
$420K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 2.4% |
$3.7K - $4.38K
|
1.07K
$338K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
25+ 0.16% |
$3.7K - $4.38K
|
15.6K
$4.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
25+ 0.09% |
$3.7K - $4.38K
|
27K
$8.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 1.14% |
$3.7K - $4.38K
|
2.22K
$703K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25New |
$3.7K - $4.38K
|
25
$7.94K
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
25+ 0.49% |
$3.7K - $4.38K
|
5.17K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 2.0% |
$3.7K - $4.38K
|
1.27K
$404K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
24+ 0.54% |
$3.55K - $4.2K
|
4.47K
$1.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
24+ 1.11% |
$3.55K - $4.2K
|
2.19K
$694K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
24+ 1.62% |
$3.55K - $4.2K
|
1.51K
$478K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
23+ 1.31% |
$3.4K - $4.03K
|
1.78K
$565K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
23+ 0.27% |
$3.4K - $4.03K
|
8.58K
$2.72M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
23+ 0.18% |
$3.4K - $4.03K
|
13K
$4.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
23+ 1.19% |
$3.4K - $4.03K
|
1.96K
$621K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
22+ 0.59% |
$3.25K - $3.85K
|
3.72K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
22+ 0.49% |
$3.25K - $3.85K
|
4.53K
$1.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21+ 1.58% |
$3.11K - $3.68K
|
1.35K
$429K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 3.24% |
$2.96K - $3.5K
|
638
$203K
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
19+ 0.85% |
$2.81K - $3.33K
|
2.24K
$712K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 9.0% |
$2.81K - $3.33K
|
230
$73K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
18+ 42.86% |
$2.66K - $3.15K
|
60
$19K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
18+ 0.19% |
$2.66K - $3.15K
|
9.27K
$2.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
18New |
$2.66K - $3.15K
|
18
$5.71K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
18+ 0.51% |
$2.66K - $3.15K
|
3.55K
$1.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
18+ 0.71% |
$2.66K - $3.15K
|
2.56K
$811K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
18+ 0.78% |
$2.66K - $3.15K
|
2.34K
$741K
|