Purchases and Sales Made in Q3 2023 in American Express CO (AXP)

AXP Quotes by TradingView

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
Oct 23, 2023 Q3 2023
Aua Capital Management, LLC

Camp Hill, PA
BUY
 -
485
+ 25.33%
$72.4K - $86.3K
2.4K $733K
Nov 08, 2023 Q3 2023
Thompson Siegel & Walmsley LLC

BUY
 -
481
+ 1.35%
$71.8K - $85.6K
36.1K $11M
Oct 24, 2023 Q3 2023
Bailard, Inc.

BUY
 -
471
+ 4.35%
$70.3K - $83.9K
11.3K $3.45M
Nov 09, 2023 Q3 2023
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
470
+ 109.81%
$70.1K - $83.7K
898 $274K
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
466
+ 3.34%
$69.5K - $83K
14.4K $4.41M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
466
New
$69.5K - $83K
466 $142K
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
465
+ 2.3%
$69.4K - $82.8K
20.7K $6.32M
Nov 13, 2023 Q3 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
462
+ 5.77%
$68.9K - $82.3K
8.47K $2.59M
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
461
+ 10.71%
$68.8K - $82.1K
4.77K $1.45M
Nov 14, 2023 Q3 2023
Barr E S & CO

Lexington, KY
BUY
 -
456
+ 0.26%
$68K - $81.2K
176K $53.9M
Nov 13, 2023 Q3 2023
Douglass Winthrop Advisors, LLC

New York, NY
BUY
 -
455
+ 0.31%
$67.9K - $81K
146K $44.4M
Oct 25, 2023 Q3 2023
Sage Mountain Advisors LLC

BUY
 -
452
+ 19.37%
$67.4K - $80.5K
2.79K $850K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
452
+ 35.48%
$67.4K - $80.5K
1.73K $527K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
437
+ 0.25%
$65.2K - $77.8K
173K $52.8M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
429
+ 23.95%
$64K - $76.4K
2.22K $678K
Oct 10, 2023 Q3 2023
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
428
+ 6.74%
$63.9K - $76.2K
6.78K $2.07M
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
413
+ 3.2%
$61.6K - $73.5K
13.3K $4.07M
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
412
+ 23.64%
$61.5K - $73.4K
2.16K $658K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
400
+ 17.14%
$59.7K - $71.2K
2.73K $834K
Nov 08, 2023 Q3 2023
Torray LLC

BUY
 -
400
+ 0.54%
$59.7K - $71.2K
74.2K $22.6M
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
398
+ 3.02%
$59.4K - $70.9K
13.6K $4.14M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
396
+ 17.28%
$59.1K - $70.5K
2.69K $820K
Oct 19, 2023 Q3 2023
Aries Wealth Management

BUY
 -
396
+ 10.81%
$59.1K - $70.5K
4.06K $1.24M
Nov 14, 2023 Q3 2023
Alps Advisors Inc

Denver, CO
BUY
 -
389
+ 2.89%
$58K - $69.3K
13.9K $4.23M
Nov 01, 2023 Q3 2023
Chapman Investment Management, LLC

BUY
 -
386
+ 1.81%
$57.6K - $68.7K
21.7K $6.63M
Nov 15, 2023 Q3 2023
Crestwood Advisors Group LLC

BUY
 -
386
+ 7.92%
$57.6K - $68.7K
5.26K $1.6M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
378
+ 29.19%
$56.4K - $67.3K
1.67K $511K
Oct 23, 2023 Q3 2023
Maryland State Retirement & Pension System

BUY
 -
372
+ 0.82%
$55.5K - $66.2K
45.6K $13.9M
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
364
+ 1.72%
$54.3K - $64.8K
21.5K $6.56M
Nov 13, 2023 Q3 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
364
+ 21.51%
$54.3K - $64.8K
2.06K $628K
Nov 13, 2023 Q3 2023
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
361
+ 2.04%
$53.9K - $64.3K
18.1K $5.52M
Oct 24, 2023 Q3 2023
Solitude Financial Services

BUY
 -
360
+ 11.11%
$53.7K - $64.1K
3.6K $1.1M
Nov 07, 2023 Q3 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
359
+ 4.18%
$53.6K - $63.9K
8.94K $2.73M
Oct 19, 2023 Q3 2023
Red Door Wealth Management, LLC

BUY
 -
356
+ 9.03%
$53.1K - $63.4K
4.3K $1.31M
Oct 23, 2023 Q3 2023
Sumitomo Life Insurance CO

BUY
 -
354
+ 1.72%
$52.8K - $63K
20.9K $6.38M
Oct 10, 2023 Q3 2023
Bouvel Investment Partners, LLC

BUY
 -
352
+ 1.26%
$52.5K - $62.7K
28.3K $8.64M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
350
+ 4.71%
$52.2K - $62.3K
7.78K $2.38M
Nov 14, 2023 Q3 2023
Trustco Bank Corp N Y

Albany, NY
BUY
 -
350
+ 3.77%
$52.2K - $62.3K
9.63K $2.94M
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
345
+ 10.41%
$51.5K - $61.4K
3.66K $1.12M
Oct 10, 2023 Q3 2023
Lincoln Capital LLC

BUY
 -
342
+ 2.23%
$51K - $60.9K
15.7K $4.78M
Nov 14, 2023 Q3 2023
Double Line ETF Adviser LP

Tampa, FL
BUY
 -
342
+ 3.97%
$51K - $60.9K
8.96K $2.73M
Nov 13, 2023 Q3 2023
Forte Capital LLC

BUY
 -
337
+ 22.83%
$50.3K - $60K
1.81K $553K
Oct 27, 2023 Q3 2023
Chicago Trust CO Na

BUY
 -
336
+ 1.55%
$50.1K - $59.8K
22.1K $6.74M
Nov 14, 2023 Q3 2023
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
336
+ 9.91%
$50.1K - $59.8K
3.73K $1.14M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
335
+ 2.87%
$50K - $59.6K
12K $3.66M
Nov 09, 2023 Q3 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
330
+ 4.37%
$49.2K - $58.8K
7.89K $2.41M
Nov 08, 2023 Q3 2023
Banque Cantonale Vaudoise

BUY
 -
327
+ 1.28%
$48.8K - $58.2K
25.8K $7.88M
Oct 19, 2023 Q3 2023
Mill Capital Management, LLC

BUY
 -
317
+ 0.25%
$47.3K - $56.4K
127K $38.9M
Oct 19, 2023 Q3 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
317
+ 12.24%
$47.3K - $56.4K
2.91K $887K

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