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 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-152- 3.22% |
$22.5K - $26.6K
|
4.58K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-152- 0.37% |
$22.5K - $26.6K
|
40.6K
$12.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-153- 1.91% |
$22.6K - $26.8K
|
7.87K
$2.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-158- 0.5% |
$23.4K - $27.7K
|
31.4K
$9.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-164- 0.85% |
$24.3K - $28.7K
|
19.2K
$6.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-164- 0.45% |
$24.3K - $28.7K
|
36.3K
$11.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-166- 0.29% |
$24.6K - $29.1K
|
57.5K
$18.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-166- 6.52% |
$24.6K - $29.1K
|
2.38K
$756K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-168- 0.27% |
$24.9K - $29.4K
|
62.4K
$19.8M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-169- 16.38% |
$25K - $29.6K
|
863
$274K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-171- 7.53% |
$25.3K - $29.9K
|
2.1K
$667K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-171- 7.77% |
$25.3K - $29.9K
|
2.03K
$644K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-175- 2.3% |
$25.9K - $30.6K
|
7.43K
$2.36M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-175- 6.67% |
$25.9K - $30.6K
|
2.45K
$777K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-180- 4.18% |
$26.6K - $31.5K
|
4.13K
$1.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-181- 3.91% |
$26.8K - $31.7K
|
4.45K
$1.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-185- 3.17% |
$27.4K - $32.4K
|
5.65K
$1.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-185- 5.26% |
$27.4K - $32.4K
|
3.33K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-186- 3.67% |
$27.5K - $32.6K
|
4.88K
$1.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-192- 5.28% |
$28.4K - $33.6K
|
3.44K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-193- 0.49% |
$28.6K - $33.8K
|
39.4K
$12.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-196- 5.61% |
$29K - $34.3K
|
3.3K
$1.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-198- 0.9% |
$29.3K - $34.7K
|
21.7K
$6.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-198- 0.16% |
$29.3K - $34.7K
|
122K
$38.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-199- 1.25% |
$29.4K - $34.9K
|
15.7K
$5M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-200- 3.67% |
$29.6K - $35K
|
5.26K
$1.67M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-200- 4.52% |
$29.6K - $35K
|
4.23K
$1.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-200- 8.89% |
$29.6K - $35K
|
2.05K
$651K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-200- 8.7% |
$29.6K - $35K
|
2.1K
$667K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-200- 6.67% |
$29.6K - $35K
|
2.8K
$889K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-201- 3.96% |
$29.7K - $35.2K
|
4.87K
$1.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-207- 3.77% |
$30.6K - $36.3K
|
5.28K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-207- 22.21% |
$30.6K - $36.3K
|
725
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Valueworks LLC
New York, NY |
SELL
|
- |
-208- 1.67% |
$30.8K - $36.4K
|
12.2K
$3.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-210- 93.33% |
$31.1K - $36.8K
|
15
$4.76K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-214- 0.2% |
$31.7K - $37.5K
|
105K
$33.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-215- 12.71% |
$31.8K - $37.7K
|
1.48K
$469K
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-216- 22.91% |
$32K - $37.8K
|
727
$231K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-216- 0.32% |
$32K - $37.8K
|
67.6K
$21.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-220- 33.95% |
$32.5K - $38.5K
|
428
$136K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-221- 4.39% |
$32.7K - $38.7K
|
4.81K
$1.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-224- 6.33% |
$33.1K - $39.2K
|
3.32K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-224- 0.09% |
$33.1K - $39.2K
|
262K
$83M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-224- 0.09% |
$33.1K - $39.2K
|
262K
$83M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-227- 2.78% |
$33.6K - $39.8K
|
7.93K
$2.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-232- 7.46% |
$34.3K - $40.6K
|
2.88K
$914K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-232- 2.01% |
$34.3K - $40.6K
|
11.3K
$3.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-233- 4.96% |
$34.5K - $40.8K
|
4.47K
$1.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-233- 4.39% |
$34.5K - $40.8K
|
5.08K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-234- 5.45% |
$34.6K - $41K
|
4.06K
$1.29M
|