Purchases and Sales Made in Q3 2023 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
829+ 1.59% |
$124K - $148K
|
52.9K
$16.1M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
808+ 11.35% |
$121K - $144K
|
7.92K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
804New |
$120K - $143K
|
804
$245K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
803+ 2.43% |
$120K - $143K
|
33.8K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
790+ 0.58% |
$118K - $141K
|
137K
$41.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
777+ 1.93% |
$116K - $138K
|
41K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
760+ 3.0% |
$113K - $135K
|
26.1K
$7.96M
|
|
|
Oct 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
755+ 3.44% |
$113K - $134K
|
22.7K
$6.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
755+ 14.61% |
$113K - $134K
|
5.92K
$1.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
747+ 32.94% |
$111K - $133K
|
3.02K
$920K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
745+ 4.26% |
$111K - $133K
|
18.2K
$5.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
738New |
$110K - $131K
|
738
$225K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
729+ 7.11% |
$109K - $130K
|
11K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
711+ 32.64% |
$106K - $127K
|
2.89K
$882K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
689+ 1.19% |
$103K - $123K
|
58.7K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
689+ 5.69% |
$103K - $123K
|
12.8K
$3.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
671+ 48.17% |
$100K - $119K
|
2.06K
$630K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
654+ 12.89% |
$97.6K - $116K
|
5.73K
$1.75M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
640+ 8.02% |
$95.5K - $114K
|
8.62K
$2.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
632+ 0.57% |
$94.3K - $113K
|
111K
$33.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
632+ 13.57% |
$94.3K - $113K
|
5.29K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
632+ 4.42% |
$94.3K - $113K
|
14.9K
$4.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
630+ 6.77% |
$94K - $112K
|
9.94K
$3.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
607+ 22.42% |
$90.6K - $108K
|
3.31K
$1.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
602+ 2.28% |
$89.8K - $107K
|
27K
$8.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
600New |
$89.5K - $107K
|
600
$183K
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
580+ 1.67% |
$86.5K - $103K
|
35.2K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
579+ 7.48% |
$86.4K - $103K
|
8.32K
$2.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
574+ 29.97% |
$85.6K - $102K
|
2.49K
$760K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
565+ 9.13% |
$84.3K - $101K
|
6.76K
$2.06M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
563New |
$84K - $100K
|
563
$172K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
562+ 1.11% |
$83.8K - $100K
|
51.3K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
558+ 8.71% |
$83.2K - $99.3K
|
6.97K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
553+ 43.47% |
$82.5K - $98.5K
|
1.83K
$557K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
542+ 2.4% |
$80.9K - $96.5K
|
23.1K
$7.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
541+ 0.77% |
$80.7K - $96.3K
|
70.8K
$21.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
540+ 1.37% |
$80.6K - $96.1K
|
39.9K
$12.2M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
540+ 5.8% |
$80.6K - $96.1K
|
9.85K
$3.01M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
536+ 1.67% |
$80K - $95.4K
|
32.7K
$9.99M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
525+ 11.62% |
$78.3K - $93.5K
|
5.04K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
513+ 16.48% |
$76.5K - $91.3K
|
3.63K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
512+ 33.55% |
$76.4K - $91.2K
|
2.04K
$622K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
508+ 7.29% |
$75.8K - $90.4K
|
7.47K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
508New |
$75.8K - $90.4K
|
508
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
500+ 41.88% |
$74.6K - $89K
|
1.69K
$517K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
498+ 5.87% |
$74.3K - $88.7K
|
8.98K
$2.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
497+ 0.96% |
$74.1K - $88.5K
|
52.3K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
493+ 22.55% |
$73.6K - $87.8K
|
2.68K
$818K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
489+ 36.79% |
$73K - $87.1K
|
1.82K
$555K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
488+ 6.17% |
$72.8K - $86.9K
|
8.4K
$2.56M
|