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 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-2.95K- 26.71% |
$436K - $516K
|
8.08K
$2.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.06K- 4.55% |
$453K - $536K
|
64.2K
$17.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-3.07K- 4.28% |
$453K - $537K
|
68.5K
$18.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-3.07K- 0.61% |
$454K - $537K
|
499K
$134M
|
|
|
Sep 10, 2024
Q2 2023
|
Troy Asset Management LTD
|
SELL
|
- |
-3.12K- 0.3% |
$462K - $547K
|
1.05M
$281M
|
|
|
Aug 14, 2023
Q2 2023
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-3.17KClosed |
$469K - $555K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.17K- 3.38% |
$470K - $556K
|
90.8K
$24.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.18K- 4.46% |
$471K - $557K
|
68.1K
$18.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.19K- 82.24% |
$472K - $559K
|
689
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-3.25K- 32.58% |
$480K - $569K
|
6.72K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-3.28K- 65.96% |
$485K - $575K
|
1.69K
$456K
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-3.3K- 67.35% |
$488K - $578K
|
1.6K
$430K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.3K- 16.3% |
$489K - $579K
|
17K
$4.56M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.32K- 1.93% |
$491K - $581K
|
168K
$45.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.36K- 0.98% |
$497K - $588K
|
339K
$91.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-3.36K- 10.03% |
$498K - $589K
|
30.2K
$8.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.38K- 2.37% |
$500K - $592K
|
139K
$37.5M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.42K- 8.42% |
$506K - $599K
|
37.2K
$10M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.43K- 63.76% |
$507K - $600K
|
1.95K
$524K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.47K- 2.25% |
$513K - $607K
|
150K
$40.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.5K- 2.27% |
$517K - $612K
|
150K
$40.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.51K- 21.07% |
$520K - $615K
|
13.2K
$3.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.52K- 17.81% |
$520K - $616K
|
16.2K
$4.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-3.53K- 19.28% |
$521K - $617K
|
14.8K
$3.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-3.58K- 46.23% |
$529K - $627K
|
4.16K
$1.12M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.58K- 56.89% |
$530K - $628K
|
2.72K
$730K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.63K- 16.45% |
$536K - $635K
|
18.4K
$4.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-3.66K- 0.2% |
$542K - $641K
|
1.78M
$480M
|
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.74K- 50.71% |
$554K - $655K
|
3.64K
$979K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.8K- 1.45% |
$562K - $665K
|
258K
$69.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.96K- 20.67% |
$586K - $693K
|
15.2K
$4.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.99K- 1.13% |
$591K - $699K
|
351K
$94.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-4K- 68.1% |
$592K - $701K
|
1.87K
$504K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.02K- 51.45% |
$594K - $703K
|
3.79K
$1.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-4.15K- 64.46% |
$614K - $727K
|
2.29K
$616K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.18K- 43.55% |
$618K - $732K
|
5.42K
$1.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-4.22K- 33.5% |
$625K - $740K
|
8.38K
$2.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-4.23K- 7.1% |
$625K - $740K
|
55.3K
$14.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-4.25K- 29.51% |
$629K - $744K
|
10.2K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.4K- 4.15% |
$651K - $771K
|
102K
$27.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-4.55K- 11.82% |
$672K - $796K
|
33.9K
$9.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-4.61K- 1.81% |
$683K - $808K
|
251K
$67.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Kiltearn Partners LLP
Edinburgh, X0 |
SELL
|
- |
-4.7K- 3.1% |
$695K - $823K
|
147K
$39.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.79K- 3.98% |
$708K - $838K
|
115K
$31M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.9K- 3.95% |
$725K - $858K
|
119K
$32.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.92K- 2.0% |
$727K - $861K
|
241K
$64.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.04K- 2.45% |
$745K - $882K
|
201K
$54M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.08K- 8.26% |
$751K - $890K
|
56.4K
$15.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5.19K- 11.93% |
$768K - $909K
|
38.3K
$10.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-5.24K- 25.8% |
$775K - $918K
|
15.1K
$4.05M
|