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
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.15K+ 371.3% |
$762K - $902K
|
6.54K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.06KNew |
$748K - $886K
|
5.06K
$1.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
4.94K+ 15.47% |
$730K - $864K
|
36.8K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.93KNew |
$729K - $864K
|
4.93K
$1.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
4.88K+ 22.59% |
$722K - $855K
|
26.5K
$8M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.81K+ 11.51% |
$711K - $842K
|
46.6K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
4.74K+ 12.69% |
$701K - $829K
|
42.1K
$12.7M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.69K+ 2.28% |
$694K - $822K
|
210K
$63.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Guardian Investment Management
|
BUY
|
- |
4.69KNew |
$694K - $822K
|
4.69K
$1.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
4.69K+ 17.71% |
$693K - $821K
|
31.1K
$9.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
4.63K+ 2.11% |
$684K - $810K
|
224K
$67.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
4.6K+ 21.22% |
$680K - $805K
|
26.3K
$7.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.55K+ 11.75% |
$674K - $798K
|
43.3K
$13.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.49KNew |
$664K - $786K
|
4.49K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.39K+ 112.16% |
$650K - $769K
|
8.31K
$2.51M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4.3K+ 715.83% |
$635K - $752K
|
4.9K
$1.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
4.27K+ 3.64% |
$632K - $748K
|
122K
$36.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
4.21K+ 25.77% |
$623K - $737K
|
20.5K
$6.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.2K+ 23.91% |
$622K - $736K
|
21.8K
$6.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.2KNew |
$621K - $735K
|
4.2K
$1.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
BUY
|
- |
4.15K+ 17.95% |
$613K - $726K
|
27.3K
$8.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.13KNew |
$611K - $724K
|
4.13K
$1.25M
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
4.11K+ 5.54% |
$608K - $720K
|
78.2K
$23.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
4.1KNew |
$607K - $718K
|
4.1K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.09K+ 3.76% |
$605K - $717K
|
113K
$34.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Steel Canyon Capital, LLC
Phoenix, AZ |
BUY
|
- |
4.04K+ 25.21% |
$597K - $707K
|
20K
$6.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.98KNew |
$588K - $697K
|
3.98K
$1.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.95K+ 872.79% |
$584K - $691K
|
4.4K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.94KNew |
$583K - $691K
|
3.94K
$1.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.94K+ 79.76% |
$583K - $690K
|
8.88K
$2.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.9K+ 134.13% |
$576K - $682K
|
6.8K
$2.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.89KNew |
$575K - $681K
|
3.89K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.86K+ 24.71% |
$571K - $676K
|
19.5K
$5.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.81K+ 2.46% |
$564K - $667K
|
159K
$48M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.79K+ 12.02% |
$561K - $664K
|
35.3K
$10.7M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.7K+ 21.84% |
$548K - $648K
|
20.7K
$6.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.67K+ 10.72% |
$543K - $643K
|
37.9K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.64K+ 1.22% |
$538K - $637K
|
302K
$91.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
3.6KNew |
$532K - $630K
|
3.6K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.53KNew |
$522K - $618K
|
3.53K
$1.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.5K+ 22.38% |
$518K - $613K
|
19.1K
$5.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3.5K+ 18.13% |
$518K - $613K
|
22.8K
$6.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.49K+ 6.74% |
$516K - $611K
|
55.3K
$16.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.44K+ 50.2% |
$508K - $602K
|
10.3K
$3.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.42K+ 2.77% |
$506K - $600K
|
127K
$38.3M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
3.33K+ 43.96% |
$492K - $583K
|
10.9K
$3.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
3.3K+ 18.11% |
$489K - $578K
|
21.5K
$6.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.3KNew |
$488K - $577K
|
3.3K
$996K
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.25K+ 162.5% |
$481K - $569K
|
5.25K
$1.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.24K+ 79.74% |
$479K - $567K
|
7.29K
$2.2M
|