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 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-283- 0.49% |
$42.2K - $50.4K
|
57.8K
$15.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-285- 2.65% |
$42.5K - $50.7K
|
10.5K
$2.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-289- 13.02% |
$43.1K - $51.5K
|
1.93K
$513K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-291- 1.49% |
$43.4K - $51.8K
|
19.2K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-294- 4.94% |
$43.9K - $52.3K
|
5.66K
$1.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-298- 1.65% |
$44.5K - $53.1K
|
17.7K
$4.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-300- 2.34% |
$44.8K - $53.4K
|
12.5K
$3.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-300- 13.04% |
$44.8K - $53.4K
|
2K
$531K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-300- 6.82% |
$44.8K - $53.4K
|
4.1K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-300- 85.71% |
$44.8K - $53.4K
|
50
$13.3K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-304- 3.67% |
$45.4K - $54.1K
|
7.97K
$2.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-304- 3.65% |
$45.4K - $54.1K
|
8.02K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-307- 2.87% |
$45.8K - $54.7K
|
10.4K
$2.76M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-309- 17.74% |
$46.1K - $55K
|
1.43K
$380K
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-310- 2.08% |
$46.2K - $55.2K
|
14.6K
$3.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-315- 3.42% |
$47K - $56.1K
|
8.89K
$2.36M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-316- 5.73% |
$47.1K - $56.3K
|
5.2K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-317- 13.32% |
$47.3K - $56.4K
|
2.06K
$548K
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-317- 11.88% |
$47.3K - $56.4K
|
2.35K
$624K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-322- 1.55% |
$48K - $57.3K
|
20.5K
$5.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-324- 17.69% |
$48.3K - $57.7K
|
1.51K
$400K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-325- 2.08% |
$48.5K - $57.9K
|
15.3K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-331- 2.93% |
$49.4K - $58.9K
|
11K
$2.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-334- 0.53% |
$49.8K - $59.5K
|
63.3K
$16.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-337- 5.97% |
$50.3K - $60K
|
5.31K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-338- 1.01% |
$50.4K - $60.2K
|
33.2K
$8.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-340- 3.05% |
$50.7K - $60.5K
|
10.8K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-340- 15.88% |
$50.7K - $60.5K
|
1.8K
$478K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-342- 0.67% |
$51K - $60.9K
|
50.7K
$13.4M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-343- 8.54% |
$51.2K - $61.1K
|
3.67K
$975K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-344- 8.16% |
$51.3K - $61.2K
|
3.87K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-345- 1.49% |
$51.5K - $61.4K
|
22.8K
$6.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-348- 0.29% |
$51.9K - $62K
|
122K
$32.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-351- 1.72% |
$52.4K - $62.5K
|
20.1K
$5.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-355- 1.42% |
$53K - $63.2K
|
24.6K
$6.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-355- 1.52% |
$53K - $63.2K
|
23K
$6.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-358- 0.49% |
$53.4K - $63.7K
|
73.4K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-361- 4.7% |
$53.9K - $64.3K
|
7.32K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-362- 5.12% |
$54K - $64.5K
|
6.72K
$1.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-364- 5.9% |
$54.3K - $64.8K
|
5.8K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-366- 34.33% |
$54.6K - $65.2K
|
700
$186K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-370- 0.55% |
$55.2K - $65.9K
|
66.3K
$17.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-373- 3.33% |
$55.6K - $66.4K
|
10.8K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-375- 21.43% |
$55.9K - $66.8K
|
1.38K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-376- 5.83% |
$56.1K - $66.9K
|
6.07K
$1.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-378- 4.9% |
$56.4K - $67.3K
|
7.33K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-379- 3.35% |
$56.5K - $67.5K
|
10.9K
$2.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-382- 5.85% |
$57K - $68K
|
6.15K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-384- 16.0% |
$57.3K - $68.4K
|
2.02K
$535K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-390- 30.56% |
$58.2K - $69.4K
|
886
$235K
|