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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.85% |
$14.8K - $17.5K
|
11.7K
$3.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-100- 3.54% |
$14.8K - $17.5K
|
2.72K
$864K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-100- 14.68% |
$14.8K - $17.5K
|
581
$184K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-100- 1.72% |
$14.8K - $17.5K
|
5.72K
$1.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-100- 4.88% |
$14.8K - $17.5K
|
1.95K
$619K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-100- 4.45% |
$14.8K - $17.5K
|
2.15K
$681K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-100- 5.36% |
$14.8K - $17.5K
|
1.77K
$560K
|
|
|
Aug 10, 2023
Q2 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-100- 5.71% |
$14.8K - $17.5K
|
1.65K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Unison Asset Management LLC
|
SELL
|
- |
-100- 0.31% |
$14.8K - $17.5K
|
32.7K
$10.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-101- 1.15% |
$14.9K - $17.7K
|
8.66K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-103- 0.3% |
$15.2K - $18K
|
34.1K
$10.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-104- 0.49% |
$15.4K - $18.2K
|
20.9K
$6.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-107- 1.41% |
$15.8K - $18.7K
|
7.49K
$2.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-107- 1.74% |
$15.8K - $18.7K
|
6.05K
$1.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-108- 2.19% |
$16K - $18.9K
|
4.83K
$1.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-108- 1.21% |
$16K - $18.9K
|
8.78K
$2.79M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-110- 3.52% |
$16.3K - $19.3K
|
3.02K
$958K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-110- 0.46% |
$16.3K - $19.3K
|
23.7K
$7.53M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-112- 2.41% |
$16.6K - $19.6K
|
4.53K
$1.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-115- 3.21% |
$17K - $20.1K
|
3.46K
$1.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-116- 1.63% |
$17.2K - $20.3K
|
7K
$2.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
SELL
|
- |
-116- 2.74% |
$17.2K - $20.3K
|
4.12K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-117- 1.24% |
$17.3K - $20.5K
|
9.35K
$2.97M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-118- 8.59% |
$17.5K - $20.7K
|
1.26K
$398K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-119- 0.47% |
$17.6K - $20.8K
|
25.3K
$8.02M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-120- 6.44% |
$17.8K - $21K
|
1.74K
$553K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-120- 6.37% |
$17.8K - $21K
|
1.77K
$560K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-120- 2.33% |
$17.8K - $21K
|
5.04K
$1.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-120- 7.19% |
$17.8K - $21K
|
1.55K
$492K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-124- 3.98% |
$18.3K - $21.7K
|
3K
$951K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-125- 0.91% |
$18.5K - $21.9K
|
13.5K
$4.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-128- 6.29% |
$18.9K - $22.4K
|
1.91K
$605K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-128- 7.17% |
$18.9K - $22.4K
|
1.66K
$526K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-128- 30.19% |
$18.9K - $22.4K
|
296
$94K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-130- 1.09% |
$19.2K - $22.8K
|
11.8K
$3.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-130- 1.58% |
$19.2K - $22.8K
|
8.1K
$2.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-131- 8.56% |
$19.4K - $22.9K
|
1.4K
$444K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-135- 0.11% |
$20K - $23.6K
|
127K
$40.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-135- 8.14% |
$20K - $23.6K
|
1.52K
$483K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-136- 1.86% |
$20.1K - $23.8K
|
7.19K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Clifford Capital Partners LLC
Alpine, UT |
SELL
|
- |
-137- 0.17% |
$20.3K - $24K
|
80.5K
$25.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-139- 0.04% |
$20.6K - $24.3K
|
324K
$103M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-140- 0.89% |
$20.7K - $24.5K
|
15.5K
$4.93M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-143- 3.28% |
$21.2K - $25K
|
4.22K
$1.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-143- 0.92% |
$21.2K - $25K
|
15.4K
$4.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-144- 0.64% |
$21.3K - $25.2K
|
22.3K
$7.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-146- 7.58% |
$21.6K - $25.6K
|
1.78K
$565K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-147- 1.84% |
$21.7K - $25.7K
|
7.83K
$2.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-150- 10.74% |
$22.2K - $26.3K
|
1.25K
$396K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-150- 1.86% |
$22.2K - $26.3K
|
7.91K
$2.51M
|