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 08, 2023
Q3 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-200- 6.67% |
$29.8K - $35.6K
|
2.8K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-204- 6.18% |
$30.4K - $36.3K
|
3.1K
$908K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-206- 3.84% |
$30.7K - $36.7K
|
5.16K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-208- 4.58% |
$31K - $37K
|
4.33K
$1.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-208- 4.28% |
$31K - $37K
|
4.66K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-212- 8.89% |
$31.6K - $37.7K
|
2.17K
$637K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-215- 1.98% |
$32.1K - $38.3K
|
10.6K
$3.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-220- 7.52% |
$32.8K - $39.2K
|
2.71K
$793K
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-220- 3.46% |
$32.8K - $39.2K
|
6.14K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-220- 56.7% |
$32.8K - $39.2K
|
168
$49.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-227- 11.46% |
$33.9K - $40.4K
|
1.75K
$514K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-230- 2.37% |
$34.3K - $40.9K
|
9.48K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-230- 4.25% |
$34.3K - $40.9K
|
5.18K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-233- 0.96% |
$34.8K - $41.5K
|
24.1K
$7.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-235- 3.76% |
$35.1K - $41.8K
|
6.01K
$1.76M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-236- 1.22% |
$35.2K - $42K
|
19.1K
$5.59M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-236- 4.95% |
$35.2K - $42K
|
4.53K
$1.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-237- 3.7% |
$35.4K - $42.2K
|
6.17K
$1.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-237- 5.3% |
$35.4K - $42.2K
|
4.23K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-239- 2.75% |
$35.7K - $42.6K
|
8.44K
$2.47M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-240- 0.66% |
$35.8K - $42.7K
|
36.1K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-240- 6.81% |
$35.8K - $42.7K
|
3.29K
$963K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-242- 2.31% |
$36.1K - $43.1K
|
10.2K
$2.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-244- 0.61% |
$36.4K - $43.4K
|
39.6K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-248- 20.46% |
$37K - $44.2K
|
964
$282K
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-250- 1.43% |
$37.3K - $44.5K
|
17.3K
$5.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-250- 35.61% |
$37.3K - $44.5K
|
452
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-250- 5.85% |
$37.3K - $44.5K
|
4.02K
$1.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-252- 3.86% |
$37.6K - $44.9K
|
6.28K
$1.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-256- 2.75% |
$38.2K - $45.6K
|
9.06K
$2.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-257- 1.06% |
$38.3K - $45.8K
|
24K
$7.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Qv Investors Inc.
|
SELL
|
- |
-260- 2.15% |
$38.8K - $46.3K
|
11.8K
$3.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-260- 3.17% |
$38.8K - $46.3K
|
7.93K
$2.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-261- 7.58% |
$38.9K - $46.5K
|
3.18K
$932K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-263- 7.86% |
$39.2K - $46.8K
|
3.09K
$904K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-264- 1.77% |
$39.4K - $47K
|
14.6K
$4.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-265- 1.35% |
$39.5K - $47.2K
|
19.4K
$5.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-265- 39.85% |
$39.5K - $47.2K
|
400
$117K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-270- 11.04% |
$40.3K - $48.1K
|
2.18K
$637K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-271- 1.98% |
$40.4K - $48.2K
|
13.4K
$3.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-273- 2.7% |
$40.7K - $48.6K
|
9.82K
$2.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-280- 10.77% |
$41.8K - $49.9K
|
2.32K
$680K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-283- 0.49% |
$42.2K - $50.4K
|
57.8K
$16.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-285- 2.65% |
$42.5K - $50.7K
|
10.5K
$3.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-289- 13.02% |
$43.1K - $51.5K
|
1.93K
$566K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-291- 1.49% |
$43.4K - $51.8K
|
19.2K
$5.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-294- 4.94% |
$43.9K - $52.3K
|
5.66K
$1.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-298- 1.65% |
$44.5K - $53.1K
|
17.7K
$5.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-300- 2.34% |
$44.8K - $53.4K
|
12.5K
$3.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-300- 13.04% |
$44.8K - $53.4K
|
2K
$586K
|