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 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-34- 0.37% |
$5.03K - $5.95K
|
9.15K
$2.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-35- 39.77% |
$5.18K - $6.13K
|
53
$16.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-35- 1.37% |
$5.18K - $6.13K
|
2.52K
$797K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-35- 1.49% |
$5.18K - $6.13K
|
2.31K
$732K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-35- 37.63% |
$5.18K - $6.13K
|
58
$18.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-35- 1.64% |
$5.18K - $6.13K
|
2.1K
$666K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-37- 1.53% |
$5.47K - $6.48K
|
2.38K
$753K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-37- 2.05% |
$5.47K - $6.48K
|
1.77K
$559K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-37- 2.3% |
$5.47K - $6.48K
|
1.58K
$499K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-38- 1.16% |
$5.62K - $6.66K
|
3.24K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-40- 0.89% |
$5.92K - $7.01K
|
4.47K
$1.41M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-40- 0.27% |
$5.92K - $7.01K
|
14.8K
$4.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-40- 18.96% |
$5.92K - $7.01K
|
171
$54.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-41- 0.32% |
$6.07K - $7.18K
|
12.7K
$4.01M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-42- 0.61% |
$6.21K - $7.36K
|
6.87K
$2.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-43- 0.38% |
$6.36K - $7.53K
|
11.3K
$3.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-43- 1.96% |
$6.36K - $7.53K
|
2.15K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-43- 0.58% |
$6.36K - $7.53K
|
7.41K
$2.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-43- 0.29% |
$6.36K - $7.53K
|
15K
$4.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-45- 0.54% |
$6.66K - $7.88K
|
8.22K
$2.6M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-45- 8.3% |
$6.66K - $7.88K
|
497
$157K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-45- 1.65% |
$6.66K - $7.88K
|
2.68K
$849K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-46- 1.11% |
$6.8K - $8.06K
|
4.09K
$1.3M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-46- 0.79% |
$6.8K - $8.06K
|
5.78K
$1.83M
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-46- 2.4% |
$6.8K - $8.06K
|
1.87K
$594K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-47- 0.37% |
$6.95K - $8.23K
|
12.8K
$4.04M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-48- 2.36% |
$7.1K - $8.41K
|
1.99K
$629K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-49- 1.99% |
$7.25K - $8.58K
|
2.42K
$766K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-49- 0.56% |
$7.25K - $8.58K
|
8.68K
$2.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-50- 33.33% |
$7.4K - $8.76K
|
100
$31.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50- 1.4% |
$7.4K - $8.76K
|
3.52K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-50- 0.34% |
$7.4K - $8.76K
|
14.9K
$4.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-50- 0.42% |
$7.4K - $8.76K
|
11.9K
$3.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-50- 2.24% |
$7.4K - $8.76K
|
2.18K
$691K
|
|
|
Aug 11, 2023
Q2 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-50- 1.98% |
$7.4K - $8.76K
|
2.47K
$783K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-52- 1.53% |
$7.69K - $9.11K
|
3.35K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-53- 0.64% |
$7.84K - $9.28K
|
8.26K
$2.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-54- 4.13% |
$7.99K - $9.46K
|
1.25K
$397K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-54- 3.5% |
$7.99K - $9.46K
|
1.49K
$472K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-54- 2.44% |
$7.99K - $9.46K
|
2.16K
$684K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-55- 0.66% |
$8.14K - $9.63K
|
8.33K
$2.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-55- 31.07% |
$8.14K - $9.63K
|
122
$38.6K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-57- 4.22% |
$8.43K - $9.98K
|
1.3K
$410K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-57- 1.83% |
$8.43K - $9.98K
|
3.06K
$968K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-58- 1.04% |
$8.58K - $10.2K
|
5.52K
$1.75M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-58- 0.26% |
$8.58K - $10.2K
|
22.6K
$7.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-58- 1.76% |
$8.58K - $10.2K
|
3.24K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-58- 0.8% |
$8.58K - $10.2K
|
7.22K
$2.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-58- 2.58% |
$8.58K - $10.2K
|
2.19K
$694K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-59- 4.28% |
$8.73K - $10.3K
|
1.32K
$418K
|