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 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-3- 0.03% |
$444 - $525
|
9.58K
$3.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-4- 0.13% |
$592 - $701
|
3.2K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-4- 0.02% |
$592 - $701
|
23.8K
$7.56M
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.11% |
$592 - $701
|
3.52K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-5- 0.04% |
$740 - $876
|
13.2K
$4.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5- 0.1% |
$740 - $876
|
5.07K
$1.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 0.57% |
$740 - $876
|
865
$275K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-5- 0.15% |
$740 - $876
|
3.23K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-6- 0.05% |
$888 - $1.05K
|
12.5K
$3.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-6- 0.22% |
$888 - $1.05K
|
2.66K
$845K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-6- 0.92% |
$888 - $1.05K
|
649
$206K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7- 1.05% |
$1.04K - $1.23K
|
662
$210K
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-7- 0.34% |
$1.04K - $1.23K
|
2.03K
$644K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-8- 4.76% |
$1.18K - $1.4K
|
160
$50.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-8- 0.06% |
$1.18K - $1.4K
|
13.6K
$4.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-9- 0.27% |
$1.33K - $1.58K
|
3.29K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-9- 0.44% |
$1.33K - $1.58K
|
2.03K
$644K
|
|
|
Aug 14, 2023
Q2 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-9- 0.04% |
$1.33K - $1.58K
|
23.4K
$7.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-10- 0.67% |
$1.48K - $1.75K
|
1.48K
$469K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-10- 0.65% |
$1.48K - $1.75K
|
1.52K
$482K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 0.52% |
$1.48K - $1.75K
|
1.92K
$608K
|
|
|
Aug 01, 2023
Q2 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-10- 0.01% |
$1.48K - $1.75K
|
70.2K
$22.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-10- 0.68% |
$1.48K - $1.75K
|
1.46K
$462K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-10- 0.35% |
$1.48K - $1.75K
|
2.85K
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-10- 0.69% |
$1.48K - $1.75K
|
1.44K
$457K
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-11- 0.29% |
$1.63K - $1.93K
|
3.85K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-11- 20.75% |
$1.63K - $1.93K
|
42
$13.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11- 0.16% |
$1.63K - $1.93K
|
7.08K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11- 0.72% |
$1.63K - $1.93K
|
1.51K
$481K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-12- 0.25% |
$1.78K - $2.1K
|
4.7K
$1.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Capital Trust CO
|
SELL
|
- |
-13- 0.03% |
$1.92K - $2.28K
|
43.5K
$13.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-14- 21.54% |
$2.07K - $2.45K
|
51
$16.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-14- 0.57% |
$2.07K - $2.45K
|
2.46K
$781K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-15- 0.91% |
$2.22K - $2.63K
|
1.63K
$516K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-15- 0.91% |
$2.22K - $2.63K
|
1.63K
$516K
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-15- 0.33% |
$2.22K - $2.63K
|
4.51K
$1.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-15- 0.07% |
$2.22K - $2.63K
|
21K
$6.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-15- 0.05% |
$2.22K - $2.63K
|
28.6K
$9.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-15- 0.21% |
$2.22K - $2.63K
|
7.13K
$2.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-15- 0.18% |
$2.22K - $2.63K
|
8.37K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-15- 0.7% |
$2.22K - $2.63K
|
2.14K
$680K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.64% |
$2.22K - $2.63K
|
2.33K
$741K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-15- 0.21% |
$2.22K - $2.63K
|
7.13K
$2.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-16- 0.44% |
$2.37K - $2.8K
|
3.65K
$1.16M
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-16- 0.08% |
$2.37K - $2.8K
|
19.5K
$6.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-16- 0.33% |
$2.37K - $2.8K
|
4.86K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-16- 0.04% |
$2.37K - $2.8K
|
42.6K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-16- 0.14% |
$2.37K - $2.8K
|
11.5K
$3.66M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-16- 0.62% |
$2.37K - $2.8K
|
2.58K
$817K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-16- 39.02% |
$2.37K - $2.8K
|
25
$7.94K
|