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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
15+ 0.14% |
$2.24K - $2.67K
|
11.1K
$3.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
14+ 0.49% |
$2.09K - $2.49K
|
2.89K
$883K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13+ 0.37% |
$1.94K - $2.31K
|
3.51K
$1.07M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
13+ 0.22% |
$1.94K - $2.31K
|
5.87K
$1.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.17% |
$1.79K - $2.14K
|
6.88K
$2.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
12+ 0.2% |
$1.79K - $2.14K
|
6.14K
$1.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
12+ 0.82% |
$1.79K - $2.14K
|
1.48K
$453K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12+ 0.51% |
$1.79K - $2.14K
|
2.35K
$716K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
12+ 0.79% |
$1.79K - $2.14K
|
1.53K
$467K
|
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
11+ 0.36% |
$1.64K - $1.96K
|
3.06K
$935K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
11+ 45.83% |
$1.64K - $1.96K
|
35
$10.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
11+ 0.6% |
$1.64K - $1.96K
|
1.85K
$565K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
11+ 0.64% |
$1.64K - $1.96K
|
1.74K
$530K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 19.61% |
$1.49K - $1.78K
|
61
$18.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 0.37% |
$1.49K - $1.78K
|
2.7K
$824K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
10+ 0.14% |
$1.49K - $1.78K
|
7.07K
$2.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
10+ 0.3% |
$1.49K - $1.78K
|
3.32K
$1.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
10+ 0.69% |
$1.49K - $1.78K
|
1.47K
$447K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10+ 0.3% |
$1.49K - $1.78K
|
3.3K
$1.01M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10+ 0.2% |
$1.49K - $1.78K
|
5.02K
$1.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
9+ 0.23% |
$1.34K - $1.6K
|
3.95K
$1.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 1.74% |
$1.34K - $1.6K
|
526
$161K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9+ 0.57% |
$1.34K - $1.6K
|
1.59K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.07% |
$1.34K - $1.6K
|
12.7K
$3.87M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8+ 0.19% |
$1.19K - $1.42K
|
4.22K
$1.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
8+ 0.36% |
$1.19K - $1.42K
|
2.21K
$675K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8+ 0.09% |
$1.19K - $1.42K
|
8.66K
$2.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.28% |
$1.19K - $1.42K
|
2.84K
$868K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8+ 0.18% |
$1.19K - $1.42K
|
4.41K
$1.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7+ 0.27% |
$1.04K - $1.25K
|
2.58K
$787K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
7+ 0.33% |
$1.04K - $1.25K
|
2.11K
$644K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
7New |
$1.04K - $1.25K
|
7
$2.14K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 1.83% |
$1.04K - $1.25K
|
389
$119K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
7+ 0.19% |
$1.04K - $1.25K
|
3.73K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7+ 0.37% |
$1.04K - $1.25K
|
1.88K
$573K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
7+ 0.34% |
$1.04K - $1.25K
|
2.04K
$621K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 3.55% |
$1.04K - $1.25K
|
204
$62.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
BUY
|
- |
7+ 0.42% |
$1.04K - $1.25K
|
1.66K
$506K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 1.45% |
$895 - $1.07K
|
421
$128K
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$895 - $1.07K
|
4.42K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6+ 0.28% |
$895 - $1.07K
|
2.17K
$662K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 0.39% |
$895 - $1.07K
|
1.54K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.13% |
$895 - $1.07K
|
4.68K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6+ 0.13% |
$895 - $1.07K
|
4.55K
$1.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
5+ 0.18% |
$746 - $890
|
2.73K
$832K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
5+ 0.23% |
$746 - $890
|
2.16K
$660K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
5+ 0.11% |
$746 - $890
|
4.72K
$1.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5+ 0.35% |
$746 - $890
|
1.45K
$443K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
5+ 0.07% |
$746 - $890
|
7.4K
$2.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 1.4% |
$746 - $890
|
363
$111K
|