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 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1.32KNew |
$197K - $235K
|
1.32K
$417K
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.32K+ 15.06% |
$197K - $235K
|
10.1K
$3.18M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.32K+ 14.54% |
$196K - $234K
|
10.4K
$3.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.28K+ 6.17% |
$190K - $227K
|
21.9K
$6.91M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
1.25K+ 0.56% |
$187K - $223K
|
225K
$71M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.24KNew |
$185K - $221K
|
1.24K
$391K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.23K+ 4.71% |
$184K - $220K
|
27.5K
$8.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.23K+ 0.64% |
$183K - $218K
|
193K
$60.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.21K+ 38.45% |
$180K - $215K
|
4.34K
$1.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.2K+ 20.09% |
$179K - $214K
|
7.18K
$2.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.19K+ 3.84% |
$178K - $212K
|
32.2K
$10.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.19K+ 3.61% |
$177K - $211K
|
34.1K
$10.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
1.18K+ 7.09% |
$176K - $211K
|
17.9K
$5.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.17K+ 6.93% |
$174K - $208K
|
18K
$5.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 78.32% |
$171K - $205K
|
2.62K
$825K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.14K+ 3.87% |
$171K - $204K
|
30.7K
$9.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.14K+ 2.07% |
$170K - $203K
|
56.3K
$17.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.13K+ 4.93% |
$169K - $202K
|
24.1K
$7.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.12K+ 14.47% |
$168K - $200K
|
8.88K
$2.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.11K+ 37.38% |
$166K - $198K
|
4.09K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.11K+ 28.91% |
$166K - $198K
|
4.95K
$1.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.1K+ 3.1% |
$163K - $195K
|
36.4K
$11.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.08K+ 6.02% |
$161K - $192K
|
19K
$5.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.05K+ 10.82% |
$156K - $186K
|
10.7K
$3.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 7.95% |
$156K - $186K
|
14.2K
$4.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.05K+ 5.1% |
$156K - $186K
|
21.6K
$6.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 15.66% |
$153K - $183K
|
7.59K
$2.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.02K+ 31.16% |
$153K - $182K
|
4.31K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.02K+ 37.83% |
$152K - $182K
|
3.72K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.02K+ 0.89% |
$152K - $182K
|
115K
$36.4M
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.01K+ 4.16% |
$151K - $180K
|
25.3K
$7.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1K+ 61.0% |
$150K - $179K
|
2.65K
$835K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1K+ 0.35% |
$149K - $178K
|
286K
$90.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1K+ 8.62% |
$149K - $178K
|
12.6K
$3.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
BUY
|
- |
1K+ 0.06% |
$149K - $178K
|
1.69M
$533M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
972+ 10.49% |
$145K - $173K
|
10.2K
$3.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
963+ 8.81% |
$144K - $171K
|
11.9K
$3.75M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
952+ 18.83% |
$142K - $169K
|
6.01K
$1.89M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
944+ 4.39% |
$141K - $168K
|
22.4K
$7.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
941+ 2.18% |
$140K - $168K
|
44.1K
$13.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
936+ 2.56% |
$140K - $167K
|
37.5K
$11.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
915+ 23.56% |
$137K - $163K
|
4.8K
$1.51M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
911+ 1.83% |
$136K - $162K
|
50.6K
$15.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
889+ 7.16% |
$133K - $158K
|
13.3K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
888+ 2.42% |
$132K - $158K
|
37.6K
$11.9M
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
876+ 1.04% |
$131K - $156K
|
85.2K
$26.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
869+ 4.16% |
$130K - $155K
|
21.8K
$6.87M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
866+ 12.66% |
$129K - $154K
|
7.71K
$2.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
840New |
$125K - $150K
|
840
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
838+ 107.85% |
$125K - $149K
|
1.62K
$509K
|