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 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-888- 10.78% |
$131K - $156K
|
7.35K
$1.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-912- 4.25% |
$135K - $160K
|
20.6K
$5.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-913- 2.8% |
$135K - $160K
|
31.7K
$8.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-915- 14.82% |
$135K - $160K
|
5.26K
$1.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-942- 0.92% |
$139K - $165K
|
101K
$27.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-956- 6.36% |
$141K - $167K
|
14.1K
$3.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-957- 7.52% |
$142K - $168K
|
11.8K
$3.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-977- 2.23% |
$145K - $171K
|
42.8K
$11.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 9.41% |
$149K - $176K
|
9.69K
$2.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.01K- 10.21% |
$149K - $177K
|
8.88K
$2.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.03K- 2.02% |
$153K - $181K
|
49.9K
$13.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.04K- 32.09% |
$154K - $182K
|
2.2K
$592K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.05K- 6.1% |
$155K - $184K
|
16.1K
$4.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 8.24% |
$155K - $184K
|
11.7K
$3.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.05K- 8.43% |
$155K - $184K
|
11.4K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.05K- 4.0% |
$156K - $184K
|
25.3K
$6.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.06K- 1.04% |
$156K - $185K
|
101K
$27.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 18.46% |
$157K - $185K
|
4.67K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-1.08K- 1.5% |
$159K - $189K
|
70.9K
$19.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.08K- 6.66% |
$160K - $190K
|
15.2K
$4.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.12K- 7.91% |
$166K - $196K
|
13K
$3.51M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-1.12K- 20.08% |
$166K - $197K
|
4.48K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.13K- 4.48% |
$167K - $198K
|
24.1K
$6.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.14K- 4.29% |
$168K - $199K
|
25.3K
$6.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 15.45% |
$174K - $206K
|
6.44K
$1.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.19K- 25.43% |
$176K - $208K
|
3.48K
$937K
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.21K- 12.12% |
$179K - $212K
|
8.78K
$2.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.26K- 33.55% |
$187K - $221K
|
2.5K
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.29K- 6.69% |
$191K - $226K
|
18K
$4.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.3K- 3.16% |
$192K - $227K
|
39.8K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.32K- 14.53% |
$195K - $231K
|
7.76K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.33K- 0.27% |
$196K - $232K
|
491K
$132M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.33K- 3.99% |
$197K - $233K
|
32K
$8.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.36K- 29.19% |
$201K - $238K
|
3.29K
$886K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.36K- 1.08% |
$202K - $239K
|
125K
$33.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-1.37K- 11.89% |
$202K - $240K
|
10.1K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.37K- 5.34% |
$203K - $240K
|
24.3K
$6.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.37K- 47.86% |
$203K - $240K
|
1.5K
$402K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.39K- 12.53% |
$205K - $243K
|
9.68K
$2.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.4K- 1.3% |
$207K - $245K
|
106K
$28.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.41K- 4.03% |
$208K - $246K
|
33.5K
$9.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.42K- 10.55% |
$210K - $248K
|
12K
$3.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.46K- 10.58% |
$216K - $256K
|
12.4K
$3.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.48K- 11.91% |
$219K - $259K
|
10.9K
$2.94M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.48K- 11.91% |
$219K - $259K
|
10.9K
$2.94M
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.5K- 9.55% |
$222K - $262K
|
14.2K
$3.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.5K- 26.29% |
$222K - $263K
|
4.21K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.53K- 8.02% |
$226K - $267K
|
17.5K
$4.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.57K- 7.41% |
$233K - $276K
|
19.7K
$5.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.58K- 0.89% |
$233K - $276K
|
176K
$47.4M
|