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 27, 2023 Q3 2023
Lafayette Investments, Inc.

BUY
 -
124
+ 7.8%
$18.5K - $22.1K
1.71K $523K
Nov 14, 2023 Q3 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
124
+ 2.96%
$18.5K - $22.1K
4.32K $1.32M
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
123
+ 5.02%
$18.4K - $21.9K
2.57K $786K
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
123
+ 5.02%
$18.4K - $21.9K
2.57K $786K
Nov 15, 2023 Q3 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
122
+ 0.09%
$18.2K - $21.7K
139K $42.5M
Oct 27, 2023 Q3 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
121
+ 3.85%
$18.1K - $21.5K
3.26K $995K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
119
+ 5.19%
$17.8K - $21.2K
2.41K $736K
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

BUY
 -
118
+ 3.35%
$17.6K - $21K
3.65K $1.11M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
116
New
$17.3K - $20.7K
116 $35.4K
Nov 03, 2023 Q3 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
115
+ 0.33%
$17.2K - $20.5K
34.5K $10.5M
Nov 15, 2023 Q3 2023
Rb Capital Management, LLC

BUY
 -
112
+ 2.47%
$16.7K - $19.9K
4.64K $1.42M
Oct 20, 2023 Q3 2023
Pettee Investors, Inc.

BUY
 -
110
+ 0.71%
$16.4K - $19.6K
15.6K $4.75M
Nov 13, 2023 Q3 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
110
+ 4.96%
$16.4K - $19.6K
2.33K $710K
Nov 03, 2023 Q3 2023
Heritage Investment Group, Inc.

BUY
 -
109
+ 6.93%
$16.3K - $19.4K
1.68K $513K
Nov 15, 2023 Q3 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
107
+ 3.57%
$16K - $19.1K
3.1K $947K
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
106
+ 16.61%
$15.8K - $18.9K
744 $227K
Nov 09, 2023 Q3 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
106
+ 4.38%
$15.8K - $18.9K
2.52K $770K
Nov 09, 2023 Q3 2023
Wealth Alliance

Mellville, NY
BUY
 -
105
+ 1.81%
$15.7K - $18.7K
5.91K $1.8M
Oct 25, 2023 Q3 2023
Taylor Frigon Capital Management LLC

BUY
 -
103
+ 1.19%
$15.4K - $18.3K
8.76K $2.67M
Oct 25, 2023 Q3 2023
Veracity Capital LLC

BUY
 -
103
+ 1.44%
$15.4K - $18.3K
7.28K $2.22M
Oct 10, 2023 Q3 2023
Transform Wealth, LLC

BUY
 -
101
+ 2.94%
$15.1K - $18K
3.54K $1.08M
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
101
+ 0.83%
$15.1K - $18K
12.2K $3.74M
Oct 30, 2023 Q3 2023
Pflug Koory, LLC

BUY
 -
100
+ 2.07%
$14.9K - $17.8K
4.93K $1.51M
Oct 31, 2023 Q3 2023
Physicians Financial Services, Inc.

Raleigh, NC
BUY
 -
100
+ 4.83%
$14.9K - $17.8K
2.17K $662K
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
100
+ 2.04%
$14.9K - $17.8K
5K $1.53M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
97
+ 2.17%
$14.5K - $17.3K
4.58K $1.4M
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
96
+ 2.04%
$14.3K - $17.1K
4.8K $1.47M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
96
+ 2.78%
$14.3K - $17.1K
3.55K $1.08M
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
96
+ 0.65%
$14.3K - $17.1K
14.8K $4.51M
Oct 25, 2023 Q3 2023
Citizens National Bank Trust Department

BUY
 -
93
+ 1.11%
$13.9K - $16.6K
8.46K $2.58M
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
93
+ 1.14%
$13.9K - $16.6K
8.24K $2.51M
Oct 27, 2023 Q3 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
90
New
$13.4K - $16K
90 $27.5K
Oct 30, 2023 Q3 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
90
+ 9.29%
$13.4K - $16K
1.06K $323K
Nov 14, 2023 Q3 2023
Kingfisher Capital LLC

BUY
 -
90
+ 0.36%
$13.4K - $16K
25.4K $7.74M
Nov 03, 2023 Q3 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
89
+ 6.7%
$13.3K - $15.8K
1.42K $433K
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
88
+ 4.61%
$13.1K - $15.7K
2K $609K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

BUY
 -
88
+ 2.48%
$13.1K - $15.7K
3.64K $1.11M
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
88
+ 3.04%
$13.1K - $15.7K
2.98K $909K
Nov 07, 2023 Q3 2023
Trillium Asset Management, LLC

Boston, MA
BUY
 -
85
+ 2.41%
$12.7K - $15.1K
3.61K $1.1M
Oct 31, 2023 Q3 2023
Bigelow Investment Advisors, LLC

BUY
 -
83
+ 0.83%
$12.4K - $14.8K
10K $3.06M
Nov 14, 2023 Q3 2023
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
83
+ 5.17%
$12.4K - $14.8K
1.69K $515K
Oct 27, 2023 Q3 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
81
+ 2.5%
$12.1K - $14.4K
3.32K $1.01M
Nov 14, 2023 Q3 2023
First Business Financial Services, Inc.

BUY
 -
81
+ 4.97%
$12.1K - $14.4K
1.71K $522K
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
78
+ 2.35%
$11.6K - $13.9K
3.39K $1.04M
Nov 07, 2023 Q3 2023
Aft, Forsyth & Company, Inc.

BUY
 -
76
+ 2.78%
$11.3K - $13.5K
2.81K $858K
Nov 08, 2023 Q3 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
76
+ 0.85%
$11.3K - $13.5K
9.03K $2.76M
May 28, 2024 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
76
+ 4.33%
$11.3K - $13.5K
1.83K $559K
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
75
+ 7.04%
$11.2K - $13.4K
1.14K $348K
Nov 13, 2023 Q3 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
75
+ 0.55%
$11.2K - $13.4K
13.7K $4.18M

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