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 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
18+ 0.91% |
$2.66K - $3.15K
|
2K
$636K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
17+ 0.85% |
$2.51K - $2.98K
|
2.03K
$643K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
17+ 2.67% |
$2.51K - $2.98K
|
653
$207K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
17+ 1.18% |
$2.51K - $2.98K
|
1.46K
$464K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 1.43% |
$2.37K - $2.8K
|
1.13K
$359K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 3.3% |
$2.22K - $2.63K
|
470
$149K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
15+ 0.26% |
$2.22K - $2.63K
|
5.86K
$1.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
15+ 0.55% |
$2.22K - $2.63K
|
2.74K
$870K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
15+ 0.31% |
$2.22K - $2.63K
|
4.92K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
15+ 0.21% |
$2.22K - $2.63K
|
7.21K
$2.29M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
14+ 0.57% |
$2.07K - $2.45K
|
2.45K
$778K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 0.24% |
$2.07K - $2.45K
|
5.85K
$1.86M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
14+ 0.57% |
$2.07K - $2.45K
|
2.45K
$778K
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
13+ 0.28% |
$1.92K - $2.28K
|
4.59K
$1.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
13New |
$1.92K - $2.28K
|
13
$4.13K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12+ 0.48% |
$1.78K - $2.1K
|
2.54K
$805K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
12+ 0.39% |
$1.78K - $2.1K
|
3.09K
$981K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
12+ 1.24% |
$1.78K - $2.1K
|
982
$312K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
12+ 0.17% |
$1.78K - $2.1K
|
7.22K
$2.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
11+ 0.25% |
$1.63K - $1.93K
|
4.36K
$1.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 0.5% |
$1.63K - $1.93K
|
2.22K
$705K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 4.64% |
$1.63K - $1.93K
|
248
$78.7K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 9.24% |
$1.63K - $1.93K
|
130
$41.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
10+ 0.14% |
$1.48K - $1.75K
|
7.17K
$2.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
10+ 0.06% |
$1.48K - $1.75K
|
17.4K
$5.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
10+ 0.25% |
$1.48K - $1.75K
|
3.98K
$1.26M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 0.34% |
$1.33K - $1.58K
|
2.69K
$854K
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
9+ 0.07% |
$1.33K - $1.58K
|
12.7K
$4.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9+ 0.21% |
$1.33K - $1.58K
|
4.22K
$1.34M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9+ 0.09% |
$1.33K - $1.58K
|
10.4K
$3.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 5.45% |
$1.33K - $1.58K
|
174
$55.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
9+ 1.3% |
$1.33K - $1.58K
|
702
$223K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
8+ 0.19% |
$1.18K - $1.4K
|
4.27K
$1.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 0.53% |
$1.18K - $1.4K
|
1.53K
$486K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.59% |
$1.18K - $1.4K
|
317
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8+ 0.11% |
$1.18K - $1.4K
|
7.2K
$2.29M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 17.07% |
$1.04K - $1.23K
|
48
$15.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
7+ 0.16% |
$1.04K - $1.23K
|
4.41K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7+ 0.38% |
$1.04K - $1.23K
|
1.87K
$594K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6+ 0.17% |
$888 - $1.05K
|
3.62K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 0.3% |
$888 - $1.05K
|
2K
$635K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.12% |
$888 - $1.05K
|
5.07K
$1.61M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.79% |
$740 - $876
|
641
$203K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.83% |
$740 - $876
|
604
$192K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
5+ 0.17% |
$740 - $876
|
2.89K
$919K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5+ 0.27% |
$740 - $876
|
1.87K
$593K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.23% |
$740 - $876
|
2.18K
$691K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.16% |
$592 - $701
|
2.45K
$776K
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
4+ 0.24% |
$592 - $701
|
1.65K
$524K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 6.15% |
$592 - $701
|
69
$21.9K
|