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
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
222
New
$33.1K - $39.5K
222 $67.8K
Nov 09, 2023 Q3 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
220
+ 2.38%
$32.8K - $39.2K
9.48K $2.89M
Oct 12, 2023 Q3 2023
Mayflower Financial Advisors, LLC

BUY
 -
217
+ 8.56%
$32.4K - $38.6K
2.75K $840K
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
217
+ 10.59%
$32.4K - $38.6K
2.27K $692K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
217
+ 49.21%
$32.4K - $38.6K
658 $201K
Nov 02, 2023 Q3 2023
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
213
+ 1.63%
$31.8K - $37.9K
13.3K $4.06M
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
212
New
$31.6K - $37.7K
212 $64.7K
Nov 14, 2023 Q3 2023
Coastal Bridge Advisors, LLC

BUY
 -
212
+ 2.46%
$31.6K - $37.7K
8.83K $2.69M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
206
+ 3.35%
$30.7K - $36.7K
6.36K $1.94M
Oct 30, 2023 Q3 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
203
+ 10.08%
$30.3K - $36.1K
2.22K $677K
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
202
+ 4.11%
$30.1K - $36K
5.12K $1.56M
Nov 09, 2023 Q3 2023
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
201
+ 1.04%
$30K - $35.8K
19.4K $5.93M
Oct 25, 2023 Q3 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
200
+ 2.56%
$29.8K - $35.6K
8.01K $2.45M
Nov 08, 2023 Q3 2023
Ipswich Investment Management Co., Inc.

BUY
 -
200
+ 5.69%
$29.8K - $35.6K
3.72K $1.13M
Nov 08, 2023 Q3 2023
J. W. Coons Advisors, LLC

BUY
 -
200
+ 5.31%
$29.8K - $35.6K
3.97K $1.21M
Nov 13, 2023 Q3 2023
Gyroscope Capital Management Group, LLC

BUY
 -
200
+ 16.67%
$29.8K - $35.6K
1.4K $427K
Nov 13, 2023 Q3 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
199
+ 9.02%
$29.7K - $35.4K
2.4K $734K
Nov 14, 2023 Q3 2023
Vista Wealth Management Group, LLC

BUY
 -
192
+ 4.64%
$28.6K - $34.2K
4.33K $1.32M
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
191
New
$28.5K - $34K
191 $58.3K
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
189
+ 11.23%
$28.2K - $33.6K
1.87K $571K
Oct 26, 2023 Q3 2023
Waldron Private Wealth LLC

BUY
 -
187
+ 3.76%
$27.9K - $33.3K
5.16K $1.58M
Aug 29, 2024 Q3 2023
Waldron Private Wealth LLC

BUY
 -
187
+ 3.76%
$27.9K - $33.3K
5.16K $1.58M
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
181
+ 2.07%
$27K - $32.2K
8.94K $2.73M
Nov 07, 2023 Q3 2023
2 Xideas Ag

Pfaffikon, V8
BUY
 -
173
+ 0.24%
$25.8K - $30.8K
71.1K $21.7M
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
171
+ 4.82%
$25.5K - $30.4K
3.72K $1.14M
Oct 27, 2023 Q3 2023
Parthenon LLC

BUY
 -
170
+ 0.24%
$25.4K - $30.3K
69.8K $21.3M
Nov 02, 2023 Q3 2023
Benedetti & Gucer, Inc.

BUY
 -
167
+ 7.24%
$24.9K - $29.7K
2.47K $755K
Nov 07, 2023 Q3 2023
Fort Pitt Capital Group, LLC

BUY
 -
166
+ 5.14%
$24.8K - $29.6K
3.39K $1.04M
Oct 17, 2023 Q3 2023
Lawson Kroeker Investment Management Inc

BUY
 -
165
+ 3.23%
$24.6K - $29.4K
5.27K $1.61M
Oct 19, 2023 Q3 2023
Northstar Group, Inc.

BUY
 -
165
+ 0.93%
$24.6K - $29.4K
17.9K $5.46M
Oct 19, 2023 Q3 2023
Krs Capital Management, LLC

BUY
 -
165
+ 2.71%
$24.6K - $29.4K
6.26K $1.91M
Nov 07, 2023 Q3 2023
Madison Wealth Management

Cincinnati, OH
BUY
 -
165
+ 1.26%
$24.6K - $29.4K
13.2K $4.04M
Nov 14, 2023 Q3 2023
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
BUY
 -
162
+ 7.23%
$24.2K - $28.8K
2.4K $734K
Nov 15, 2023 Q3 2023
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
160
+ 4.51%
$23.9K - $28.5K
3.71K $1.13M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
158
+ 1.45%
$23.6K - $28.1K
11.1K $3.38M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
158
+ 1.45%
$23.6K - $28.1K
11.1K $3.38M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
154
+ 8.69%
$23K - $27.4K
1.93K $588K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
154
+ 9.61%
$23K - $27.4K
1.76K $536K
Nov 14, 2023 Q3 2023
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
152
+ 0.58%
$22.7K - $27.1K
26.2K $7.99M
Nov 01, 2023 Q3 2023
Albion Financial Group

BUY
 -
151
New
$22.5K - $26.9K
151 $46.1K
Oct 24, 2023 Q3 2023
Mount Vernon Associates Inc

BUY
 -
150
+ 0.82%
$22.4K - $26.7K
18.3K $5.6M
Nov 08, 2023 Q3 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
150
+ 1.11%
$22.4K - $26.7K
13.7K $4.18M
Nov 08, 2023 Q3 2023
Tanager Wealth Management LLP

BUY
 -
146
+ 4.64%
$21.8K - $26K
3.29K $1.01M
Nov 02, 2023 Q3 2023
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
143
+ 9.33%
$21.3K - $25.5K
1.68K $512K
Oct 31, 2023 Q3 2023
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
136
+ 6.32%
$20.3K - $24.2K
2.29K $699K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
134
+ 3.03%
$20K - $23.9K
4.55K $1.39M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
130
+ 2.01%
$19.4K - $23.1K
6.61K $2.02M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
128
+ 3.82%
$19.1K - $22.8K
3.48K $1.06M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
127
+ 6.74%
$18.9K - $22.6K
2.01K $614K

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