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 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-20- 0.22% |
$2.98K - $3.56K
|
8.93K
$2.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-21- 0.73% |
$3.13K - $3.74K
|
2.86K
$837K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-22- 0.73% |
$3.28K - $3.92K
|
3K
$879K
|
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-22- 0.6% |
$3.28K - $3.92K
|
3.62K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-23- 0.32% |
$3.43K - $4.09K
|
7.23K
$2.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-23- 0.97% |
$3.43K - $4.09K
|
2.36K
$691K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-23- 0.33% |
$3.43K - $4.09K
|
6.98K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-23- 1.18% |
$3.43K - $4.09K
|
1.93K
$567K
|
|
|
Oct 17, 2023
Q3 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-24- 0.16% |
$3.58K - $4.27K
|
14.8K
$4.34M
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 0.2% |
$3.73K - $4.45K
|
12.7K
$3.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-25- 0.91% |
$3.73K - $4.45K
|
2.72K
$798K
|
|
|
Oct 11, 2023
Q3 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-25- 0.07% |
$3.73K - $4.45K
|
36.4K
$10.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-25- 1.01% |
$3.73K - $4.45K
|
2.45K
$719K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-25- 0.04% |
$3.73K - $4.45K
|
62.4K
$18.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-25- 0.15% |
$3.73K - $4.45K
|
16.8K
$4.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-25- 1.01% |
$3.73K - $4.45K
|
2.45K
$717K
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-25- 0.18% |
$3.73K - $4.45K
|
13.5K
$3.96M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-27- 1.22% |
$4.03K - $4.81K
|
2.19K
$640K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-28- 1.81% |
$4.18K - $4.99K
|
1.52K
$446K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-28- 0.91% |
$4.18K - $4.99K
|
3.03K
$889K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-29- 1.32% |
$4.33K - $5.16K
|
2.16K
$633K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-30- 0.26% |
$4.48K - $5.34K
|
11.4K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-30- 0.13% |
$4.48K - $5.34K
|
23.8K
$6.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-31- 0.11% |
$4.62K - $5.52K
|
28.6K
$8.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-31- 0.39% |
$4.62K - $5.52K
|
7.9K
$2.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-31- 1.78% |
$4.62K - $5.52K
|
1.71K
$500K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-31- 0.17% |
$4.62K - $5.52K
|
17.9K
$5.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-31- 0.13% |
$4.62K - $5.52K
|
23.7K
$6.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-31- 1.51% |
$4.62K - $5.52K
|
2.02K
$592K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-31- 0.03% |
$4.62K - $5.52K
|
90.3K
$26.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.36% |
$4.92K - $5.88K
|
9.08K
$2.66M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-35- 1.35% |
$5.22K - $6.23K
|
2.56K
$749K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.36% |
$5.22K - $6.23K
|
9.66K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-35- 1.91% |
$5.22K - $6.23K
|
1.8K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-35- 0.16% |
$5.22K - $6.23K
|
21.9K
$6.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-36- 0.38% |
$5.37K - $6.41K
|
9.41K
$2.76M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-38- 0.43% |
$5.67K - $6.77K
|
8.72K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-38- 3.31% |
$5.67K - $6.77K
|
1.11K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-39- 1.1% |
$5.82K - $6.94K
|
3.5K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-40- 0.13% |
$5.97K - $7.12K
|
31.5K
$9.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-40- 1.09% |
$5.97K - $7.12K
|
3.63K
$1.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-41- 0.22% |
$6.12K - $7.3K
|
18.3K
$5.36M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-41- 0.5% |
$6.12K - $7.3K
|
8.16K
$2.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-42- 0.25% |
$6.27K - $7.48K
|
17K
$4.97M
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-43- 1.32% |
$6.42K - $7.66K
|
3.22K
$944K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-44- 0.62% |
$6.56K - $7.83K
|
7.03K
$2.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-45- 3.07% |
$6.71K - $8.01K
|
1.42K
$416K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-45- 0.57% |
$6.71K - $8.01K
|
7.87K
$2.3M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-46- 0.35% |
$6.86K - $8.19K
|
13.1K
$3.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-46- 0.96% |
$6.86K - $8.19K
|
4.76K
$1.4M
|