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 18, 2023 Q3 2023
La Fleur & Godfrey LLC

BUY
 -
315
+ 1.61%
$47K - $56.1K
19.8K $6.05M
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
313
+ 26.46%
$46.7K - $55.7K
1.5K $457K
Oct 18, 2023 Q3 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
310
+ 17.12%
$46.2K - $55.2K
2.12K $647K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
310
+ 8.51%
$46.2K - $55.2K
3.95K $1.21M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
308
+ 5.71%
$46K - $54.8K
5.7K $1.74M
Oct 11, 2023 Q3 2023
Schaper Benz & Wise Investment Counsel Inc

BUY
 -
307
+ 0.23%
$45.8K - $54.7K
135K $41.2M
Oct 12, 2023 Q3 2023
First International Bank & Trust

Watford City, ND
BUY
 -
301
+ 23.32%
$44.9K - $53.6K
1.59K $486K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
301
+ 518.97%
$44.9K - $53.6K
359 $110K
Oct 13, 2023 Q3 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
300
+ 2142.86%
$44.8K - $53.4K
314 $95.8K
Nov 06, 2023 Q3 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
300
+ 17.95%
$44.8K - $53.4K
1.97K $602K
Nov 14, 2023 Q3 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
300
+ 0.3%
$44.8K - $53.4K
102K $31.1M
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
298
+ 3.59%
$44.5K - $53.1K
8.61K $2.63M
Nov 09, 2023 Q3 2023
Arjuna Capital

BUY
 -
297
+ 1.88%
$44.3K - $52.9K
16.1K $4.92M
Oct 25, 2023 Q3 2023
Calamos Advisors LLC

BUY
 -
293
+ 0.09%
$43.7K - $52.2K
324K $98.9M
Nov 14, 2023 Q3 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
290
+ 0.51%
$43.3K - $51.6K
57.4K $17.5M
Oct 16, 2023 Q3 2023
First Affirmative Financial Network

BUY
 -
285
+ 7.08%
$42.5K - $50.7K
4.31K $1.32M
Nov 06, 2023 Q3 2023
Seizert Capital Partners, LLC

BUY
 -
284
+ 0.49%
$42.4K - $50.6K
58.1K $17.7M
Oct 05, 2023 Q3 2023
Mirador Capital Partners LP

BUY
 -
279
+ 1.72%
$41.6K - $49.7K
16.5K $5.02M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
275
New
$41K - $49K
275 $83.9K
Nov 13, 2023 Q3 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
275
+ 3.58%
$41K - $49K
7.96K $2.43M
Oct 30, 2023 Q3 2023
First Citizens Bank & Trust CO

BUY
 -
274
+ 11.19%
$40.9K - $48.8K
2.72K $831K
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
273
+ 7.81%
$40.7K - $48.6K
3.77K $1.15M
Nov 09, 2023 Q3 2023
Clifford Swan Investment Counsel LLC

BUY
 -
272
+ 0.23%
$40.6K - $48.4K
119K $36.3M
Oct 23, 2023 Q3 2023
Accurate Wealth Management, LLC

BUY
 -
271
+ 17.07%
$40.4K - $48.2K
1.86K $567K
Oct 19, 2023 Q3 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
267
+ 1.9%
$39.8K - $47.5K
14.3K $4.38M
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
264
+ 382.61%
$39.4K - $47K
333 $102K
Oct 24, 2023 Q3 2023
Advisor Resource Council

BUY
 -
262
+ 8.78%
$39.1K - $46.6K
3.25K $991K
Oct 31, 2023 Q3 2023
Tobam

BUY
 -
261
+ 8.81%
$38.9K - $46.5K
3.23K $984K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
261
+ 20.75%
$38.9K - $46.5K
1.52K $464K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
259
+ 20.03%
$38.6K - $46.1K
1.55K $474K
Oct 31, 2023 Q3 2023
Selway Asset Management

Boise, ID
BUY
 -
258
+ 1.45%
$38.5K - $45.9K
18K $5.51M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
258
+ 2.04%
$38.5K - $45.9K
12.9K $3.94M
Oct 25, 2023 Q3 2023
Everhart Financial Group, Inc.

BUY
 -
256
+ 11.85%
$38.2K - $45.6K
2.42K $738K
Nov 07, 2023 Q3 2023
Accredited Investors Inc.

BUY
 -
256
+ 7.42%
$38.2K - $45.6K
3.71K $1.13M
Nov 13, 2023 Q3 2023
Lavaca Capital LLC

Houston, TX
BUY
 -
255
+ 4.58%
$38K - $45.4K
5.82K $1.78M
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
253
+ 19.54%
$37.7K - $45K
1.55K $472K
Oct 10, 2023 Q3 2023
Outlook Wealth Advisors, LLC

BUY
 -
251
+ 6.25%
$37.4K - $44.7K
4.27K $1.3M
Nov 03, 2023 Q3 2023
Dover Advisors, LLC

Richmond, VA
BUY
 -
251
+ 4.28%
$37.4K - $44.7K
6.11K $1.86M
Nov 14, 2023 Q3 2023
Cito Capital Group, LLC

Miami, FL
BUY
 -
250
+ 2.03%
$37.3K - $44.5K
12.6K $3.83M
Oct 25, 2023 Q3 2023
Bnc Wealth Management, LLC

BUY
 -
242
+ 2.23%
$36.1K - $43.1K
11.1K $3.39M
Nov 06, 2023 Q3 2023
Gyl Financial Synergies, LLC

BUY
 -
242
+ 1.02%
$36.1K - $43.1K
24K $7.32M
Oct 10, 2023 Q3 2023
Greenfield Savings Bank

BUY
 -
238
+ 1.84%
$35.5K - $42.4K
13.2K $4.03M
Oct 27, 2023 Q3 2023
Dubuque Bank & Trust CO

BUY
 -
238
+ 3.69%
$35.5K - $42.4K
6.7K $2.04M
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
233
+ 11.65%
$34.8K - $41.5K
2.23K $682K
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
227
+ 2.08%
$33.9K - $40.4K
11.1K $3.4M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
226
+ 7.01%
$33.7K - $40.2K
3.45K $1.05M
Oct 24, 2023 Q3 2023
Union Savings Bank

Litchfield, CT
BUY
 -
225
+ 6.26%
$33.6K - $40.1K
3.82K $1.17M
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
223
New
$33.3K - $39.7K
223 $68.1K
Nov 13, 2023 Q3 2023
North Crest Asset Manangement, LLC

BUY
 -
222
+ 0.18%
$33.1K - $39.5K
122K $37.3M

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