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 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-390- 1.23% |
$58.2K - $69.4K
|
31.3K
$8.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-391- 2.08% |
$58.3K - $69.6K
|
18.4K
$4.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-393- 4.2% |
$58.6K - $70K
|
8.96K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-394- 0.93% |
$58.8K - $70.1K
|
42.2K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-400- 9.01% |
$59.7K - $71.2K
|
4.04K
$1.07M
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-400- 5.79% |
$59.7K - $71.2K
|
6.51K
$1.73M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-403- 7.78% |
$60.1K - $71.8K
|
4.78K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-407- 15.99% |
$60.7K - $72.5K
|
2.14K
$568K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-410- 12.31% |
$61.2K - $73K
|
2.92K
$775K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-410- 1.87% |
$61.2K - $73K
|
21.5K
$5.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-423- 12.21% |
$63.1K - $75.3K
|
3.04K
$807K
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-432- 4.26% |
$64.5K - $76.9K
|
9.72K
$2.58M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-436- 6.41% |
$65K - $77.6K
|
6.36K
$1.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-439- 0.22% |
$65.5K - $78.2K
|
199K
$52.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-447- 19.54% |
$66.7K - $79.6K
|
1.84K
$489K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-450- 7.98% |
$67.1K - $80.1K
|
5.19K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-457- 0.44% |
$68.2K - $81.4K
|
104K
$27.6M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-457- 0.44% |
$68.2K - $81.4K
|
104K
$27.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-468- 0.79% |
$69.8K - $83.3K
|
58.8K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-484- 15.34% |
$72.2K - $86.2K
|
2.67K
$709K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-486- 0.85% |
$72.5K - $86.5K
|
57K
$15.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-500- 25.77% |
$74.6K - $89K
|
1.44K
$382K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-500- 36.13% |
$74.6K - $89K
|
884
$235K
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-500- 1.48% |
$74.6K - $89K
|
33.2K
$8.82M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-503- 18.9% |
$75K - $89.6K
|
2.16K
$573K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-505- 14.0% |
$75.3K - $89.9K
|
3.1K
$824K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-510- 2.94% |
$76.1K - $90.8K
|
16.8K
$4.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-513- 85.07% |
$76.5K - $91.3K
|
90
$23.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-518- 4.14% |
$77.3K - $92.2K
|
12K
$3.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-534- 10.52% |
$79.7K - $95.1K
|
4.54K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-541- 6.11% |
$80.7K - $96.3K
|
8.31K
$2.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-574- 10.52% |
$85.6K - $102K
|
4.88K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-576- 13.31% |
$85.9K - $103K
|
3.75K
$996K
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-580- 5.72% |
$86.5K - $103K
|
9.56K
$2.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-584- 1.61% |
$87.1K - $104K
|
35.7K
$9.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-586- 6.41% |
$87.4K - $104K
|
8.56K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-595- 2.44% |
$88.8K - $106K
|
23.8K
$6.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-599- 21.01% |
$89.4K - $107K
|
2.25K
$598K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-602- 2.21% |
$89.8K - $107K
|
26.6K
$7.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-605- 0.66% |
$90.3K - $108K
|
91.6K
$24.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-611- 14.19% |
$91.2K - $109K
|
3.7K
$981K
|
|
|
Nov 13, 2023
Q3 2023
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-612- 0.06% |
$91.3K - $109K
|
993K
$264M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-617- 1.33% |
$92.1K - $110K
|
45.8K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-627- 2.65% |
$93.5K - $112K
|
23K
$6.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-630- 16.95% |
$94K - $112K
|
3.09K
$820K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-654- 6.32% |
$97.6K - $116K
|
9.7K
$2.57M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-656- 1.57% |
$97.9K - $117K
|
41.1K
$10.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-657- 2.72% |
$98K - $117K
|
23.5K
$6.23M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-664- 4.15% |
$99.1K - $118K
|
15.3K
$4.07M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-667- 19.69% |
$99.5K - $119K
|
2.72K
$722K
|