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 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-60- 1.88% |
$8.88K - $10.5K
|
3.13K
$995K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-61- 0.62% |
$9.02K - $10.7K
|
9.71K
$3.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-61- 1.91% |
$9.02K - $10.7K
|
3.14K
$997K
|
|
|
Dec 13, 2023
Q2 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-61- 0.1% |
$9.02K - $10.7K
|
61.2K
$19.4M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-62- 8.3% |
$9.17K - $10.9K
|
685
$217K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-62- 0.81% |
$9.17K - $10.9K
|
7.61K
$2.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-63- 1.43% |
$9.32K - $11K
|
4.36K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-63- 1.51% |
$9.32K - $11K
|
4.1K
$1.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-64- 1.8% |
$9.47K - $11.2K
|
3.5K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-64- 0.79% |
$9.47K - $11.2K
|
8.01K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-65- 0.81% |
$9.62K - $11.4K
|
7.96K
$2.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-67- 0.4% |
$9.91K - $11.7K
|
16.6K
$5.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-68- 4.42% |
$10.1K - $11.9K
|
1.47K
$467K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-68- 2.98% |
$10.1K - $11.9K
|
2.21K
$702K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-68- 0.79% |
$10.1K - $11.9K
|
8.58K
$2.72M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-69- 0.81% |
$10.2K - $12.1K
|
8.48K
$2.69M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-71- 2.22% |
$10.5K - $12.4K
|
3.12K
$991K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-71- 2.02% |
$10.5K - $12.4K
|
3.44K
$1.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-71- 1.82% |
$10.5K - $12.4K
|
3.82K
$1.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-72- 64.29% |
$10.7K - $12.6K
|
40
$12.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-72- 0.83% |
$10.7K - $12.6K
|
8.65K
$2.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-72- 41.86% |
$10.7K - $12.6K
|
100
$31.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-73- 2.19% |
$10.8K - $12.8K
|
3.27K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-73- 2.81% |
$10.8K - $12.8K
|
2.53K
$803K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-74- 5.05% |
$10.9K - $13K
|
1.39K
$442K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-75- 1.35% |
$11.1K - $13.1K
|
5.48K
$1.74M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-75- 1.35% |
$11.1K - $13.1K
|
5.48K
$1.74M
|
|
|
Aug 23, 2023
Q2 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-75- 0.3% |
$11.1K - $13.1K
|
25.2K
$8.01M
|
|
|
Jan 29, 2025
Q2 2023
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-75- 3.49% |
$11.1K - $13.1K
|
2.07K
$657K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-76- 2.31% |
$11.2K - $13.3K
|
3.22K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-78- 4.17% |
$11.5K - $13.7K
|
1.79K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-78- 3.1% |
$11.5K - $13.7K
|
2.44K
$774K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-80- 0.6% |
$11.8K - $14K
|
13.2K
$4.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-81- 10.9% |
$12K - $14.2K
|
662
$210K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-84- 1.21% |
$12.4K - $14.7K
|
6.86K
$2.18M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-85- 0.62% |
$12.6K - $14.9K
|
13.7K
$4.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-85- 1.17% |
$12.6K - $14.9K
|
7.2K
$2.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-85- 0.67% |
$12.6K - $14.9K
|
12.7K
$4.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-86- 4.7% |
$12.7K - $15.1K
|
1.74K
$553K
|
|
|
Jul 28, 2023
Q2 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-88- 2.99% |
$13K - $15.4K
|
2.85K
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-90- 0.45% |
$13.3K - $15.8K
|
20.1K
$6.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-92- 2.18% |
$13.6K - $16.1K
|
4.14K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-92- 0.37% |
$13.6K - $16.1K
|
25K
$7.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-92- 1.41% |
$13.6K - $16.1K
|
6.43K
$2.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-95- 69.34% |
$14.1K - $16.6K
|
42
$13.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-97- 3.63% |
$14.3K - $17K
|
2.57K
$816K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-98- 5.95% |
$14.5K - $17.2K
|
1.55K
$491K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 3.91% |
$14.8K - $17.5K
|
2.46K
$780K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-100- 2.75% |
$14.8K - $17.5K
|
3.53K
$1.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-100- 7.59% |
$14.8K - $17.5K
|
1.22K
$387K
|