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 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.24K+ 79.74% |
$479K - $567K
|
7.29K
$1.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.19K+ 1.67% |
$472K - $559K
|
194K
$52.2M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3.14KNew |
$464K - $550K
|
3.14K
$845K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.03K+ 6.58% |
$448K - $531K
|
49.1K
$13.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3KNew |
$443K - $525K
|
3K
$806K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.99K+ 157.11% |
$443K - $524K
|
4.9K
$1.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2.95K+ 26.79% |
$437K - $517K
|
14K
$3.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.95K+ 4.34% |
$436K - $516K
|
70.8K
$19M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.88K+ 29.53% |
$426K - $504K
|
12.6K
$3.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.88KNew |
$426K - $504K
|
2.88K
$775K
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.84KNew |
$420K - $497K
|
2.84K
$763K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2.82K+ 197.69% |
$417K - $494K
|
4.25K
$1.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.81KNew |
$416K - $493K
|
2.81K
$757K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.77K+ 2.75% |
$410K - $485K
|
104K
$27.9M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.75K+ 8330.3% |
$407K - $481K
|
2.78K
$748K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.74K+ 0.42% |
$405K - $480K
|
659K
$177M
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.7K+ 2.05% |
$399K - $473K
|
135K
$36.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
2.69KNew |
$397K - $470K
|
2.69K
$722K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.68K+ 18.25% |
$396K - $469K
|
17.3K
$4.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.67KNew |
$395K - $467K
|
2.67K
$718K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.66K+ 4.7% |
$393K - $466K
|
59.2K
$15.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.64K+ 5.36% |
$390K - $462K
|
51.8K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.61K+ 65.22% |
$386K - $456K
|
6.6K
$1.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.6K+ 0.31% |
$385K - $455K
|
843K
$227M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.54K+ 2.36% |
$375K - $445K
|
110K
$29.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.5K+ 13.09% |
$370K - $438K
|
21.6K
$5.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.49K+ 5.12% |
$368K - $435K
|
51K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
2.44KNew |
$361K - $428K
|
2.44K
$657K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.44K+ 203.77% |
$360K - $426K
|
3.63K
$977K
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.4KNew |
$355K - $420K
|
2.4K
$646K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.4KNew |
$355K - $420K
|
2.4K
$645K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.39K+ 53.83% |
$354K - $419K
|
6.84K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.39KNew |
$353K - $418K
|
2.39K
$642K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.35K+ 0.92% |
$347K - $411K
|
259K
$69.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.34K+ 6.55% |
$346K - $410K
|
38.1K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.33K+ 4.47% |
$345K - $408K
|
54.4K
$14.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
BUY
|
- |
2.32K+ 6.71% |
$343K - $406K
|
36.9K
$9.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.27KNew |
$335K - $397K
|
2.27K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$332K - $393K
|
2.24K
$603K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.23K+ 4.0% |
$330K - $391K
|
58K
$15.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
2.2KNew |
$326K - $386K
|
2.2K
$593K
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2.2KNew |
$326K - $386K
|
2.2K
$593K
|
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
2.2KNew |
$325K - $385K
|
2.2K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.16K+ 7.4% |
$319K - $377K
|
31.3K
$8.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.15KNew |
$318K - $377K
|
2.15K
$579K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.14K+ 4.23% |
$317K - $375K
|
52.8K
$14.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.14K+ 6.92% |
$316K - $374K
|
33K
$8.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.12KNew |
$314K - $371K
|
2.12K
$571K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.1K+ 25.29% |
$311K - $368K
|
10.4K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.1KNew |
$311K - $368K
|
2.1K
$565K
|