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 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.19K- 3.71% |
$178K - $213K
|
31K
$8.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.21K- 3.55% |
$180K - $215K
|
32.8K
$8.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.21K- 8.8% |
$181K - $216K
|
12.6K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.22K- 35.78% |
$182K - $217K
|
2.19K
$588K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.22K- 2.64% |
$182K - $217K
|
45K
$12.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.22K- 2.17% |
$183K - $218K
|
55.2K
$14.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.23K- 29.81% |
$183K - $218K
|
2.89K
$776K
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.23K- 19.95% |
$183K - $218K
|
4.91K
$1.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.23K- 1.8% |
$184K - $219K
|
67.3K
$18.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.25K- 0.83% |
$186K - $222K
|
149K
$40.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.25K- 5.06% |
$187K - $223K
|
23.5K
$6.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.26K- 1.97% |
$188K - $225K
|
62.9K
$16.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.26K- 20.51% |
$189K - $225K
|
4.9K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.32K- 73.36% |
$197K - $235K
|
480
$129K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.32K- 12.15% |
$198K - $236K
|
9.57K
$2.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.36K- 18.94% |
$203K - $242K
|
5.83K
$1.57M
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.38K- 0.85% |
$206K - $246K
|
160K
$43.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.39K- 14.34% |
$207K - $247K
|
8.29K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.41K- 11.12% |
$211K - $251K
|
11.3K
$3.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-1.41K- 0.29% |
$211K - $252K
|
484K
$130M
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.45K- 1.14% |
$216K - $258K
|
125K
$33.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.46K- 12.06% |
$218K - $260K
|
10.7K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.48K- 12.68% |
$221K - $264K
|
10.2K
$2.75M
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.49K- 1.2% |
$222K - $264K
|
122K
$32.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.51K- 30.99% |
$225K - $268K
|
3.35K
$902K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.51K- 23.43% |
$225K - $268K
|
4.93K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.54K- 14.56% |
$230K - $274K
|
9.03K
$2.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.55K- 0.91% |
$232K - $276K
|
169K
$45.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.56K- 10.39% |
$233K - $278K
|
13.5K
$3.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.57K- 1.13% |
$234K - $280K
|
138K
$37M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.57K- 14.81% |
$234K - $280K
|
9.04K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.59K- 2.87% |
$237K - $283K
|
53.7K
$14.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.61K- 1.59% |
$240K - $286K
|
99.2K
$26.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.62K- 24.02% |
$241K - $288K
|
5.12K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.69K- 8.0% |
$252K - $300K
|
19.4K
$5.22M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.73K- 19.33% |
$259K - $309K
|
7.23K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.75K- 21.25% |
$262K - $312K
|
6.5K
$1.75M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.77K- 2.17% |
$264K - $315K
|
79.5K
$21.4M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.82K- 5.68% |
$271K - $324K
|
30.2K
$8.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.82K- 4.18% |
$272K - $325K
|
41.8K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.83K- 30.21% |
$273K - $326K
|
4.23K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.84K- 7.1% |
$275K - $328K
|
24.1K
$6.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.84K- 25.64% |
$275K - $328K
|
5.35K
$1.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.86K- 3.89% |
$278K - $332K
|
45.9K
$12.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.9K- 18.26% |
$283K - $338K
|
8.5K
$2.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.9K- 27.28% |
$283K - $338K
|
5.06K
$1.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.97K- 1.09% |
$293K - $350K
|
179K
$48.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.99K- 0.57% |
$297K - $355K
|
350K
$94.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-2K- 2.79% |
$298K - $356K
|
69.8K
$18.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.02K- 9.36% |
$302K - $360K
|
19.6K
$5.27M
|