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 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
75+ 0.55% |
$11.2K - $13.4K
|
13.7K
$4.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
74+ 3.44% |
$11K - $13.2K
|
2.23K
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73+ 1.39% |
$10.9K - $13K
|
5.33K
$1.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
72+ 4.22% |
$10.7K - $12.8K
|
1.78K
$541K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
71+ 4.29% |
$10.6K - $12.6K
|
1.73K
$525K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
71+ 4.97% |
$10.6K - $12.6K
|
1.5K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
71+ 1.59% |
$10.6K - $12.6K
|
4.54K
$1.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
67+ 3.3% |
$10K - $11.9K
|
2.1K
$639K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
67+ 0.26% |
$10K - $11.9K
|
25.8K
$7.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
67+ 4.07% |
$10K - $11.9K
|
1.71K
$521K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
67+ 1.68% |
$10K - $11.9K
|
4.04K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
67New |
$10K - $11.9K
|
67
$20.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
66+ 0.98% |
$9.85K - $11.8K
|
6.84K
$2.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
65+ 28.89% |
$9.7K - $11.6K
|
290
$88.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
63+ 2.12% |
$9.4K - $11.2K
|
3.03K
$922K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
63+ 2.7% |
$9.4K - $11.2K
|
2.4K
$730K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
62+ 3.13% |
$9.25K - $11K
|
2.05K
$622K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
61+ 1.45% |
$9.1K - $10.9K
|
4.26K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
61+ 0.85% |
$9.1K - $10.9K
|
7.26K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
61+ 0.1% |
$9.1K - $10.9K
|
61.3K
$18.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
60+ 5.96% |
$8.95K - $10.7K
|
1.07K
$325K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
60+ 2.99% |
$8.95K - $10.7K
|
2.06K
$628K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
60+ 1.34% |
$8.95K - $10.7K
|
4.54K
$1.38M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
60+ 1.36% |
$8.95K - $10.7K
|
4.46K
$1.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
59+ 0.1% |
$8.8K - $10.5K
|
59.3K
$18M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
59+ 0.44% |
$8.8K - $10.5K
|
13.4K
$4.09M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
56+ 1.92% |
$8.35K - $9.97K
|
2.97K
$903K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
55+ 0.09% |
$8.21K - $9.79K
|
58.7K
$17.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
55+ 0.63% |
$8.21K - $9.79K
|
8.84K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
55+ 0.49% |
$8.21K - $9.79K
|
11.4K
$3.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
54+ 0.2% |
$8.06K - $9.61K
|
27.2K
$8.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
54+ 0.52% |
$8.06K - $9.61K
|
10.5K
$3.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
54+ 1.75% |
$8.06K - $9.61K
|
3.15K
$957K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
51+ 1.25% |
$7.61K - $9.08K
|
4.15K
$1.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
50+ 2.94% |
$7.46K - $8.9K
|
1.75K
$532K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50+ 10.68% |
$7.46K - $8.9K
|
518
$158K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
50+ 1.79% |
$7.46K - $8.9K
|
2.85K
$867K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
50+ 1.56% |
$7.46K - $8.9K
|
3.25K
$988K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
49+ 5.33% |
$7.31K - $8.72K
|
969
$295K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
48+ 3.22% |
$7.16K - $8.55K
|
1.54K
$468K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
47+ 16.21% |
$7.01K - $8.37K
|
337
$103K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
47New |
$7.01K - $8.37K
|
47
$14.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
45+ 0.46% |
$6.71K - $8.01K
|
9.9K
$3.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
45+ 3.26% |
$6.71K - $8.01K
|
1.43K
$434K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
45+ 3.01% |
$6.71K - $8.01K
|
1.54K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
43+ 0.96% |
$6.42K - $7.66K
|
4.52K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
42+ 2.59% |
$6.27K - $7.48K
|
1.66K
$506K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
42+ 3.49% |
$6.27K - $7.48K
|
1.25K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
42+ 0.12% |
$6.27K - $7.48K
|
36K
$11M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
40+ 1.97% |
$5.97K - $7.12K
|
2.07K
$629K
|