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 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.4K+ 101.1% |
$1.54M - $1.83M
|
20.7K
$5.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
BUY
|
- |
10.4K+ 192.76% |
$1.54M - $1.82M
|
15.8K
$4.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.62KNew |
$1.42M - $1.68M
|
9.62K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
9.41K+ 3.79% |
$1.39M - $1.65M
|
257K
$68.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
9.1K+ 27.7% |
$1.35M - $1.59M
|
41.9K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.05K+ 3.96% |
$1.34M - $1.59M
|
238K
$63.1M
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
BUY
|
- |
9.03KNew |
$1.34M - $1.58M
|
9.03K
$2.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
9.02K+ 488.36% |
$1.33M - $1.58M
|
10.9K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.9K+ 5.71% |
$1.32M - $1.56M
|
165K
$43.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
- |
8.5KNew |
$1.26M - $1.49M
|
8.5K
$2.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.36K+ 21.24% |
$1.24M - $1.46M
|
47.7K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
8.32K+ 126.69% |
$1.23M - $1.46M
|
14.9K
$3.95M
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
8.25K+ 190.89% |
$1.22M - $1.45M
|
12.6K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.23KNew |
$1.22M - $1.44M
|
8.23K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.01K+ 477.91% |
$1.18M - $1.4M
|
9.68K
$2.57M
|
|
|
Jul 27, 2023
Q2 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
8K+ 25.81% |
$1.18M - $1.4M
|
39K
$10.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.77K+ 24.17% |
$1.15M - $1.36M
|
39.9K
$10.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
7.76K+ 2.09% |
$1.15M - $1.36M
|
380K
$101M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
7.72KNew |
$1.14M - $1.35M
|
7.72K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
7.71K+ 18.91% |
$1.14M - $1.35M
|
48.5K
$12.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.64K+ 6.59% |
$1.13M - $1.34M
|
124K
$32.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Troy Asset Management LTD
|
BUY
|
- |
7.61K+ 0.73% |
$1.13M - $1.33M
|
1.05M
$278M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.55K+ 32.33% |
$1.12M - $1.32M
|
30.9K
$8.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.52K+ 28.87% |
$1.11M - $1.32M
|
33.6K
$8.92M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.52K+ 7.26% |
$1.11M - $1.32M
|
111K
$29.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.43K+ 10.3% |
$1.1M - $1.3M
|
79.5K
$21.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
7.36K+ 4.25% |
$1.09M - $1.29M
|
181K
$48M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
7.35K+ 31.93% |
$1.09M - $1.29M
|
30.4K
$8.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
7.34K+ 7.56% |
$1.09M - $1.29M
|
105K
$27.7M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.34K+ 7.56% |
$1.09M - $1.29M
|
105K
$27.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
7.32K+ 51.62% |
$1.08M - $1.28M
|
21.5K
$5.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7.31K+ 18280.0% |
$1.08M - $1.28M
|
7.35K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.2K+ 9.21% |
$1.07M - $1.26M
|
85.4K
$22.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.19K+ 26.22% |
$1.06M - $1.26M
|
34.6K
$9.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.11K+ 1.32% |
$1.05M - $1.25M
|
546K
$145M
|
|
|
Aug 11, 2023
Q2 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
7KNew |
$1.04M - $1.23M
|
7K
$1.86M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.64K+ 5.68% |
$982K - $1.16M
|
123K
$32.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.59K+ 35.94% |
$974K - $1.15M
|
24.9K
$6.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.47K+ 37.75% |
$958K - $1.13M
|
23.6K
$6.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
6.35KNew |
$940K - $1.11M
|
6.35K
$1.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.26K+ 3.65% |
$926K - $1.1M
|
178K
$47.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.14K+ 192.41% |
$908K - $1.08M
|
9.33K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.72K+ 33.43% |
$845K - $1M
|
22.8K
$6.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.7K+ 20.15% |
$842K - $997K
|
34K
$9.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.6K+ 105.66% |
$829K - $981K
|
10.9K
$2.89M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.57KNew |
$823K - $975K
|
5.57K
$1.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.56KNew |
$822K - $973K
|
5.56K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
5.55K+ 8.29% |
$821K - $972K
|
72.5K
$19.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.54K+ 8.24% |
$819K - $970K
|
72.7K
$19.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
5.48K+ 189.15% |
$810K - $959K
|
8.37K
$2.22M
|