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 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-235- 14.86% |
$34.8K - $41.2K
|
1.35K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-240- 0.55% |
$35.5K - $42K
|
43.2K
$13.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-247- 28.86% |
$36.5K - $43.3K
|
609
$193K
|
|
|
Jul 14, 2023
Q2 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-249- 0.12% |
$36.8K - $43.6K
|
199K
$63.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-254- 3.46% |
$37.6K - $44.5K
|
7.08K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-255- 7.61% |
$37.7K - $44.7K
|
3.1K
$983K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-266- 5.13% |
$39.3K - $46.6K
|
4.92K
$1.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-277- 21.57% |
$41K - $48.5K
|
1.01K
$320K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-277- 1.41% |
$41K - $48.5K
|
19.3K
$6.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-279- 0.87% |
$41.3K - $48.9K
|
31.6K
$10M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-280- 4.91% |
$41.4K - $49K
|
5.42K
$1.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-281- 3.28% |
$41.6K - $49.2K
|
8.28K
$2.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-283- 4.26% |
$41.9K - $49.6K
|
6.36K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-284- 4.55% |
$42K - $49.7K
|
5.95K
$1.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-285- 1.7% |
$42.2K - $49.9K
|
16.5K
$5.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-287- 1.06% |
$42.5K - $50.3K
|
26.7K
$8.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-288- 2.58% |
$42.6K - $50.4K
|
10.9K
$3.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-292- 4.55% |
$43.2K - $51.1K
|
6.13K
$1.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-297- 4.46% |
$43.9K - $52K
|
6.36K
$2.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-300- 3.48% |
$44.4K - $52.5K
|
8.33K
$2.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-300- 3.12% |
$44.4K - $52.5K
|
9.32K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-300- 6.38% |
$44.4K - $52.5K
|
4.4K
$1.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-306- 15.27% |
$45.3K - $53.6K
|
1.7K
$539K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-313- 1.46% |
$46.3K - $54.8K
|
21.1K
$6.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-315- 15.95% |
$46.6K - $55.2K
|
1.66K
$527K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-317- 12.08% |
$46.9K - $55.5K
|
2.31K
$732K
|
|
|
Aug 03, 2023
Q2 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-319- 0.5% |
$47.2K - $55.9K
|
63.6K
$20.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-320- 3.02% |
$47.3K - $56K
|
10.3K
$3.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-322- 4.51% |
$47.6K - $56.4K
|
6.82K
$2.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-327- 3.59% |
$48.4K - $57.3K
|
8.79K
$2.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-329- 63.88% |
$48.7K - $57.6K
|
186
$59K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-330- 14.42% |
$48.8K - $57.8K
|
1.96K
$622K
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-330- 0.23% |
$48.8K - $57.8K
|
145K
$46.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-331- 1.56% |
$49K - $58K
|
20.8K
$6.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-333- 13.12% |
$49.3K - $58.3K
|
2.21K
$700K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-335- 1.0% |
$49.6K - $58.7K
|
33.3K
$10.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-341- 4.41% |
$50.4K - $59.7K
|
7.4K
$2.35M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-343- 1.98% |
$50.7K - $60.1K
|
17K
$5.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-343- 7.02% |
$50.7K - $60.1K
|
4.55K
$1.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-347- 5.29% |
$51.3K - $60.8K
|
6.22K
$1.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-347- 13.14% |
$51.3K - $60.8K
|
2.29K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-349- 16.01% |
$51.6K - $61.1K
|
1.83K
$581K
|
|
|
Jul 12, 2023
Q2 2023
|
Weybosset Research & Management LLC
|
SELL
|
- |
-350- 23.33% |
$51.8K - $61.3K
|
1.15K
$365K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-350- 10.93% |
$51.8K - $61.3K
|
2.85K
$905K
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-350- 1.03% |
$51.8K - $61.3K
|
33.7K
$10.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-350- 20.59% |
$51.8K - $61.3K
|
1.35K
$429K
|
|
|
Aug 09, 2023
Q2 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-350- 1.49% |
$51.8K - $61.3K
|
23.2K
$7.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-351- 11.37% |
$51.9K - $61.5K
|
2.74K
$868K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-352- 0.95% |
$52.1K - $61.6K
|
36.8K
$11.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-357- 7.59% |
$52.8K - $62.5K
|
4.35K
$1.38M
|