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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-2- 0.33% |
$298 - $356
|
602
$184K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.09% |
$298 - $356
|
2.19K
$667K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2- 0.12% |
$298 - $356
|
1.72K
$524K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3- 0.19% |
$448 - $534
|
1.61K
$492K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-3- 1.0% |
$448 - $534
|
296
$90.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4- 0.22% |
$597 - $712
|
1.84K
$560K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$597 - $712
|
13.2K
$4.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 0.27% |
$597 - $712
|
1.47K
$448K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$597 - $712
|
10.7K
$3.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4- 0.11% |
$597 - $712
|
3.71K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-5- 0.15% |
$746 - $890
|
3.29K
$1M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.33% |
$746 - $890
|
1.51K
$461K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5- 0.03% |
$746 - $890
|
14.8K
$4.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-5- 0.12% |
$746 - $890
|
4.26K
$1.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 0.58% |
$746 - $890
|
860
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-5- 0.28% |
$746 - $890
|
1.79K
$546K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-6- 0.1% |
$895 - $1.07K
|
6.3K
$1.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-6- 0.4% |
$895 - $1.07K
|
1.5K
$457K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-6- 0.16% |
$895 - $1.07K
|
3.76K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-6- 0.1% |
$895 - $1.07K
|
5.99K
$1.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-6- 0.03% |
$895 - $1.07K
|
23.9K
$7.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6- 0.43% |
$895 - $1.07K
|
1.4K
$427K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 0.13% |
$1.19K - $1.42K
|
6.21K
$1.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-8- 0.08% |
$1.19K - $1.42K
|
10.1K
$3.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-8- 0.55% |
$1.19K - $1.42K
|
1.45K
$441K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-10- 0.73% |
$1.49K - $1.78K
|
1.37K
$418K
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-10- 0.5% |
$1.49K - $1.78K
|
1.98K
$603K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-10- 0.49% |
$1.49K - $1.78K
|
2.02K
$616K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10- 2.47% |
$1.49K - $1.78K
|
395
$121K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-10- 0.14% |
$1.49K - $1.78K
|
7.26K
$2.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-11- 0.52% |
$1.64K - $1.96K
|
2.09K
$638K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11- 0.07% |
$1.64K - $1.96K
|
16.5K
$5.03M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-12- 63.16% |
$1.79K - $2.14K
|
7
$2.14K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-12- 6.06% |
$1.79K - $2.14K
|
186
$56.8K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-12- 0.43% |
$1.79K - $2.14K
|
2.77K
$846K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-13- 4.83% |
$1.94K - $2.31K
|
256
$78.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-15- 0.26% |
$2.24K - $2.67K
|
5.83K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-15- 0.3% |
$2.24K - $2.67K
|
4.94K
$1.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-16- 0.67% |
$2.39K - $2.85K
|
2.38K
$728K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-16- 0.57% |
$2.39K - $2.85K
|
2.8K
$854K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-16- 1.09% |
$2.39K - $2.85K
|
1.45K
$441K
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-16- 0.97% |
$2.39K - $2.85K
|
1.64K
$501K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-16- 0.64% |
$2.39K - $2.85K
|
2.5K
$762K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-17- 0.17% |
$2.54K - $3.03K
|
9.86K
$3.01M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-17- 0.63% |
$2.54K - $3.03K
|
2.67K
$816K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-18- 2.76% |
$2.69K - $3.2K
|
635
$194K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-18- 0.42% |
$2.69K - $3.2K
|
4.23K
$1.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-19- 0.45% |
$2.83K - $3.38K
|
4.2K
$1.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-19- 0.23% |
$2.83K - $3.38K
|
8.08K
$2.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-20- 0.8% |
$2.98K - $3.56K
|
2.47K
$752K
|