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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16- 3.91% |
$2.37K - $2.8K
|
393
$125K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-16- 0.64% |
$2.37K - $2.8K
|
2.5K
$793K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-17- 0.09% |
$2.51K - $2.98K
|
18.2K
$5.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-17- 3.72% |
$2.51K - $2.98K
|
440
$140K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-17- 0.7% |
$2.51K - $2.98K
|
2.43K
$770K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-17- 0.71% |
$2.51K - $2.98K
|
2.39K
$760K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-17- 1.12% |
$2.51K - $2.98K
|
1.5K
$475K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-18- 0.26% |
$2.66K - $3.15K
|
6.96K
$2.21M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-18- 0.8% |
$2.66K - $3.15K
|
2.23K
$706K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-18- 1.03% |
$2.66K - $3.15K
|
1.74K
$552K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.23% |
$2.66K - $3.15K
|
7.98K
$2.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-19- 0.93% |
$2.81K - $3.33K
|
2.03K
$645K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19- 1.45% |
$2.81K - $3.33K
|
1.29K
$410K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-19- 8.76% |
$2.81K - $3.33K
|
198
$62.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-20- 0.22% |
$2.96K - $3.5K
|
9.04K
$2.87M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-20- 0.15% |
$2.96K - $3.5K
|
13.5K
$4.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-20- 0.39% |
$2.96K - $3.5K
|
5.11K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-20- 0.32% |
$2.96K - $3.5K
|
6.24K
$1.98M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-21- 0.9% |
$3.11K - $3.68K
|
2.31K
$733K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-22- 1.15% |
$3.25K - $3.85K
|
1.88K
$598K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-24- 1.47% |
$3.55K - $4.2K
|
1.61K
$510K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-25- 1.24% |
$3.7K - $4.38K
|
1.98K
$630K
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-25- 0.7% |
$3.7K - $4.38K
|
3.53K
$1.12M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-26- 0.67% |
$3.85K - $4.55K
|
3.83K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-26- 1.52% |
$3.85K - $4.55K
|
1.68K
$534K
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-27- 0.89% |
$3.99K - $4.73K
|
3.02K
$959K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-27- 0.5% |
$3.99K - $4.73K
|
5.41K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-27- 0.61% |
$3.99K - $4.73K
|
4.37K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-27- 0.12% |
$3.99K - $4.73K
|
22K
$6.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.95% |
$4.29K - $5.08K
|
1.46K
$463K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-29- 0.86% |
$4.29K - $5.08K
|
3.35K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-29- 0.58% |
$4.29K - $5.08K
|
4.96K
$1.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 8.11% |
$4.44K - $5.25K
|
340
$108K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-30- 6.74% |
$4.44K - $5.25K
|
415
$132K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-30- 0.17% |
$4.44K - $5.25K
|
17.5K
$5.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-30- 1.96% |
$4.44K - $5.25K
|
1.5K
$477K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-30- 0.87% |
$4.44K - $5.25K
|
3.41K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-30- 1.07% |
$4.44K - $5.25K
|
2.79K
$884K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-30- 2.06% |
$4.44K - $5.25K
|
1.43K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-31- 2.16% |
$4.59K - $5.43K
|
1.4K
$445K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-32- 1.56% |
$4.73K - $5.6K
|
2.01K
$639K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-32- 1.93% |
$4.73K - $5.6K
|
1.63K
$516K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-32- 0.24% |
$4.73K - $5.6K
|
13.4K
$4.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-32- 0.1% |
$4.73K - $5.6K
|
32.9K
$10.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-33- 0.91% |
$4.88K - $5.78K
|
3.59K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-33- 1.36% |
$4.88K - $5.78K
|
2.4K
$762K
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-34- 1.12% |
$5.03K - $5.95K
|
3K
$952K
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-34- 0.62% |
$5.03K - $5.95K
|
5.46K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-34- 70.83% |
$5.03K - $5.95K
|
14
$4.44K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-34- 0.37% |
$5.03K - $5.95K
|
9.15K
$2.91M
|