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 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.41KNew |
$209K - $247K
|
1.41K
$425K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.41K+ 1.33% |
$208K - $246K
|
107K
$32.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.4KNew |
$207K - $245K
|
1.4K
$421K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.39KNew |
$206K - $244K
|
1.39K
$419K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
1.38K+ 8.43% |
$204K - $242K
|
17.7K
$5.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
BUY
|
- |
1.38K+ 2.85% |
$204K - $241K
|
49.7K
$15M
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.36K+ 4.09% |
$201K - $238K
|
34.6K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.33K+ 2.62% |
$197K - $233K
|
52K
$15.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.33KNew |
$197K - $233K
|
1.33K
$400K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.33KNew |
$197K - $233K
|
1.33K
$400K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.33KNew |
$197K - $233K
|
1.33K
$400K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
1.31K+ 9.38% |
$194K - $230K
|
15.3K
$4.61M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.3K+ 4.7% |
$192K - $228K
|
29K
$8.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$191K - $226K
|
1.29K
$389K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.29KNew |
$191K - $226K
|
1.29K
$389K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.28KNew |
$189K - $224K
|
1.28K
$385K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.28KNew |
$189K - $224K
|
1.28K
$385K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.27KNew |
$188K - $223K
|
1.27K
$383K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.27K+ 7.66% |
$188K - $223K
|
17.9K
$5.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.27KNew |
$188K - $223K
|
1.27K
$383K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.26K+ 16.53% |
$186K - $220K
|
8.85K
$2.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$185K - $219K
|
1.25K
$376K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.25K+ 3.81% |
$185K - $219K
|
34K
$10.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.24K+ 8.64% |
$184K - $218K
|
15.6K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.24K+ 10.15% |
$184K - $218K
|
13.5K
$4.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 2.78% |
$183K - $216K
|
45.6K
$13.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.23K+ 13.61% |
$182K - $215K
|
10.2K
$3.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.22K+ 7.24% |
$181K - $214K
|
18.1K
$5.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.21KNew |
$179K - $212K
|
1.21K
$365K
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.2KNew |
$178K - $211K
|
1.2K
$362K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.2K+ 4.51% |
$178K - $211K
|
27.9K
$8.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.2KNew |
$178K - $211K
|
1.2K
$362K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.2KNew |
$178K - $210K
|
1.2K
$361K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.2KNew |
$178K - $210K
|
1.2K
$361K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.2KNew |
$178K - $210K
|
1.2K
$361K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.18K+ 0.64% |
$174K - $206K
|
185K
$55.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1.18K+ 21.36% |
$174K - $206K
|
6.68K
$2.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
1.18KNew |
$174K - $206K
|
1.18K
$354K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
1.17KNew |
$174K - $206K
|
1.17K
$353K
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.17KNew |
$173K - $205K
|
1.17K
$353K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.17KNew |
$173K - $204K
|
1.17K
$351K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.17KNew |
$173K - $204K
|
1.17K
$351K
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.17KNew |
$172K - $204K
|
1.17K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.16KNew |
$172K - $204K
|
1.16K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.16KNew |
$172K - $203K
|
1.16K
$349K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.16KNew |
$172K - $203K
|
1.16K
$349K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.16KNew |
$172K - $203K
|
1.16K
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.15KNew |
$170K - $202K
|
1.15K
$346K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.15K+ 10.45% |
$170K - $201K
|
12.2K
$3.66M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1.15KNew |
$170K - $201K
|
1.15K
$346K
|