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
|
Hoyle Cohen, LLC
|
SELL
|
- |
-76- 2.34% |
$11.3K - $13.5K
|
3.17K
$927K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-76- 2.69% |
$11.3K - $13.5K
|
2.75K
$805K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-77- 3.99% |
$11.5K - $13.7K
|
1.85K
$543K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-80- 0.39% |
$11.9K - $14.2K
|
20.4K
$5.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-81- 3.5% |
$12.1K - $14.4K
|
2.23K
$654K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-81- 25.55% |
$12.1K - $14.4K
|
236
$69.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-82- 5.38% |
$12.2K - $14.6K
|
1.44K
$422K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-82- 0.95% |
$12.2K - $14.6K
|
8.56K
$2.51M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-83- 5.59% |
$12.4K - $14.8K
|
1.4K
$411K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-83- 0.19% |
$12.4K - $14.8K
|
43.1K
$12.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-84- 5.23% |
$12.5K - $15K
|
1.52K
$446K
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-84- 0.27% |
$12.5K - $15K
|
31.4K
$9.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-86- 5.38% |
$12.8K - $15.3K
|
1.51K
$444K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-87- 4.27% |
$13K - $15.5K
|
1.95K
$572K
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-87- 1.6% |
$13K - $15.5K
|
5.34K
$1.56M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-87- 1.65% |
$13K - $15.5K
|
5.2K
$1.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-88- 25.36% |
$13.1K - $15.7K
|
259
$75.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-88- 0.71% |
$13.1K - $15.7K
|
12.3K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-88- 0.69% |
$13.1K - $15.7K
|
12.7K
$3.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-89- 5.04% |
$13.3K - $15.8K
|
1.68K
$491K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-90- 1.08% |
$13.4K - $16K
|
8.24K
$2.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-90- 2.07% |
$13.4K - $16K
|
4.26K
$1.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-92- 2.56% |
$13.7K - $16.4K
|
3.5K
$1.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-96- 0.43% |
$14.3K - $17.1K
|
22.3K
$6.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-97- 0.91% |
$14.5K - $17.3K
|
10.5K
$3.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-98- 1.62% |
$14.6K - $17.4K
|
5.95K
$1.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-99- 0.84% |
$14.8K - $17.6K
|
11.7K
$3.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-99- 1.47% |
$14.8K - $17.6K
|
6.66K
$1.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.86% |
$14.9K - $17.8K
|
11.6K
$3.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-100- 1.08% |
$14.9K - $17.8K
|
9.15K
$2.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-100- 3.23% |
$14.9K - $17.8K
|
3K
$879K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-101- 6.03% |
$15.1K - $18K
|
1.57K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-102- 3.78% |
$15.2K - $18.2K
|
2.6K
$761K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-102- 0.51% |
$15.2K - $18.2K
|
20K
$5.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-103- 0.8% |
$15.4K - $18.3K
|
12.8K
$3.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-105- 4.72% |
$15.7K - $18.7K
|
2.12K
$621K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-105- 2.4% |
$15.7K - $18.7K
|
4.26K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-106- 2.25% |
$15.8K - $18.9K
|
4.6K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-108- 0.73% |
$16.1K - $19.2K
|
14.7K
$4.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-108- 1.58% |
$16.1K - $19.2K
|
6.71K
$1.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-109- 0.86% |
$16.3K - $19.4K
|
12.5K
$3.67M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-110- 2.25% |
$16.4K - $19.6K
|
4.79K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-111- 11.23% |
$16.6K - $19.8K
|
877
$257K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-111- 5.67% |
$16.6K - $19.8K
|
1.85K
$541K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-112- 4.94% |
$16.7K - $19.9K
|
2.16K
$632K
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-112- 7.13% |
$16.7K - $19.9K
|
1.46K
$427K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-112- 0.42% |
$16.7K - $19.9K
|
26.3K
$7.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-112- 3.47% |
$16.7K - $19.9K
|
3.11K
$912K
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-114- 1.19% |
$17K - $20.3K
|
9.47K
$2.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-115- 2.66% |
$17.2K - $20.5K
|
4.2K
$1.23M
|