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 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 6.15% |
$592 - $701
|
69
$18.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.12% |
$592 - $701
|
3.44K
$932K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3+ 0.09% |
$444 - $525
|
3.26K
$883K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.16% |
$444 - $525
|
1.84K
$498K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$444 - $525
|
2.4K
$651K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3+ 0.08% |
$444 - $525
|
3.65K
$988K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3+ 0.21% |
$444 - $525
|
1.46K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
3+ 0.11% |
$444 - $525
|
2.82K
$765K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.09% |
$296 - $350
|
2.29K
$619K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$296 - $350
|
4.19K
$1.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
2+ 0.11% |
$296 - $350
|
1.76K
$478K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2+ 0.02% |
$296 - $350
|
9.55K
$2.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2+ 0.12% |
$296 - $350
|
1.62K
$438K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.11% |
$296 - $350
|
1.74K
$472K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
2+ 0.13% |
$296 - $350
|
1.53K
$415K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.04% |
$296 - $350
|
4.48K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.12% |
$296 - $350
|
1.7K
$459K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
1+ 0.04% |
$148 - $175
|
2.41K
$653K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
1+ 0.0% |
$148 - $175
|
21.8K
$5.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.16% |
$148 - $175
|
87
$23.6K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$148 - $175
|
2.36K
$638K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$148 - $175
|
2.31K
$627K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$148 - $175
|
402
$109K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.09% |
$148 - $175
|
1.07K
$288K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.29% |
$148 - $175
|
351
$95.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.21% |
$148 - $175
|
481
$130K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.16% |
$148 - $175
|
635
$172K
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$148 - $175
|
17.9K
$4.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$148 - $175
|
3.93K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$148 - $175
|
13.6K
$3.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1+ 0.02% |
$148 - $175
|
4.99K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1+ 0.05% |
$148 - $175
|
1.93K
$523K
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$148 - $175
|
2.11K
$572K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.04% |
$148 - $175
|
2.6K
$704K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.05% |
$148 - $175
|
2.05K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$148 - $175
|
5.27K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1+ 0.01% |
$148 - $175
|
8.88K
$2.4M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.18% |
$148 - $175
|
551
$149K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.13% |
$148 - $175
|
779
$211K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1- 0.03% |
$148 - $175
|
3.01K
$814K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1- 0.04% |
$148 - $175
|
2.81K
$762K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1- 0.02% |
$148 - $175
|
5.18K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1- 0.06% |
$148 - $175
|
1.69K
$458K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1- 0.06% |
$148 - $175
|
1.8K
$488K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2- 0.15% |
$296 - $350
|
1.35K
$364K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2- 1.3% |
$296 - $350
|
152
$41.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2- 0.12% |
$296 - $350
|
1.64K
$444K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 11.11% |
$444 - $525
|
24
$6.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-3- 0.3% |
$444 - $525
|
1K
$271K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3- 0.04% |
$444 - $525
|
7.69K
$2.08M
|