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 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2K+ 6.91% |
$298K - $356K
|
31K
$9.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Factorial Partners, LLC
|
BUY
|
- |
2K+ 62.5% |
$298K - $356K
|
5.2K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.98K+ 7.52% |
$295K - $352K
|
28.2K
$8.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
BUY
|
- |
1.97K+ 5.35% |
$295K - $351K
|
38.9K
$11.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.95K+ 8.62% |
$290K - $347K
|
24.5K
$7.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
BUY
|
- |
1.94K+ 5.31% |
$290K - $346K
|
38.5K
$11.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
1.91K+ 33.45% |
$285K - $341K
|
7.63K
$2.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.91K+ 2.46% |
$284K - $339K
|
79.5K
$24M
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.89KNew |
$283K - $337K
|
1.89K
$571K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
1.86K+ 2.02% |
$278K - $331K
|
94K
$28.3M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.85KNew |
$276K - $329K
|
1.85K
$557K
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.85KNew |
$276K - $329K
|
1.85K
$557K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.84K+ 258.93% |
$275K - $328K
|
2.55K
$769K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.84K+ 36.31% |
$274K - $327K
|
6.89K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.82KNew |
$272K - $324K
|
1.82K
$549K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.81K+ 9.33% |
$270K - $322K
|
21.2K
$6.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.73KNew |
$258K - $308K
|
1.73K
$521K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.71K+ 53.07% |
$255K - $304K
|
4.93K
$1.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
BUY
|
- |
1.71K+ 0.84% |
$255K - $304K
|
204K
$61.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.7KNew |
$253K - $302K
|
1.7K
$512K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.69K+ 9.28% |
$252K - $301K
|
19.9K
$6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
1.68KNew |
$251K - $299K
|
1.68K
$506K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
1.65KNew |
$246K - $294K
|
1.65K
$498K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.63K+ 7.47% |
$243K - $290K
|
23.4K
$7.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.61K+ 10.67% |
$241K - $287K
|
16.7K
$5.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.61KNew |
$240K - $286K
|
1.61K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.58K+ 232.26% |
$236K - $282K
|
2.27K
$683K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.58K+ 232.26% |
$236K - $282K
|
2.27K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
1.56KNew |
$233K - $278K
|
1.56K
$471K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.55K+ 15.1% |
$232K - $276K
|
11.8K
$3.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
1.55KNew |
$231K - $276K
|
1.55K
$467K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.55KNew |
$231K - $276K
|
1.55K
$467K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.52K+ 0.63% |
$227K - $271K
|
241K
$72.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.52KNew |
$227K - $270K
|
1.52K
$458K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.51K+ 77.4% |
$225K - $268K
|
3.45K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.48K+ 2.04% |
$221K - $263K
|
74K
$22.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
1.48K+ 40.49% |
$220K - $263K
|
5.12K
$1.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.45KNew |
$216K - $258K
|
1.45K
$437K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.44K+ 88.03% |
$215K - $257K
|
3.08K
$928K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
1.43K+ 66.82% |
$214K - $255K
|
3.58K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.42KNew |
$211K - $252K
|
1.42K
$426K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.41KNew |
$211K - $251K
|
1.41K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.41KNew |
$211K - $251K
|
1.41K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Unison Asset Management LLC
|
BUY
|
- |
1.41K+ 4.31% |
$210K - $251K
|
34.1K
$10.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.4K+ 4.12% |
$209K - $250K
|
35.4K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.4KNew |
$209K - $250K
|
1.4K
$423K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.4KNew |
$209K - $250K
|
1.4K
$422K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
1.4K+ 35.44% |
$209K - $249K
|
5.35K
$1.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.38K+ 65.53% |
$206K - $246K
|
3.5K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.36KNew |
$202K - $242K
|
1.36K
$409K
|