Purchases and Sales Made in Q1 2023 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.29K+ 24.53% |
$189K - $234K
|
6.56K
$2.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
1.29KNew |
$189K - $234K
|
1.29K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.28KNew |
$188K - $232K
|
1.28K
$406K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.28KNew |
$187K - $232K
|
1.28K
$405K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
1.28KNew |
$187K - $231K
|
1.28K
$404K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.27KNew |
$186K - $230K
|
1.27K
$402K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.26KNew |
$184K - $228K
|
1.26K
$398K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.25K+ 6.19% |
$184K - $227K
|
21.5K
$6.82M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.25KNew |
$183K - $227K
|
1.25K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.25K+ 3.61% |
$183K - $227K
|
36K
$11.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
1.25KNew |
$183K - $227K
|
1.25K
$396K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.24KNew |
$182K - $226K
|
1.24K
$394K
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.24KNew |
$182K - $225K
|
1.24K
$393K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.24KNew |
$181K - $224K
|
1.24K
$392K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.24K+ 71.84% |
$181K - $224K
|
2.95K
$936K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.23KNew |
$180K - $223K
|
1.23K
$390K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.23KNew |
$180K - $223K
|
1.23K
$389K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.22KNew |
$179K - $222K
|
1.22K
$387K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.22KNew |
$178K - $221K
|
1.22K
$386K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
1.22KNew |
$178K - $220K
|
1.22K
$385K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.21KNew |
$178K - $220K
|
1.21K
$385K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.21K+ 61.07% |
$177K - $220K
|
3.19K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
1.2K+ 0.3% |
$176K - $218K
|
408K
$129M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.19KNew |
$174K - $215K
|
1.19K
$376K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.18KNew |
$173K - $215K
|
1.18K
$375K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.15K+ 7.1% |
$169K - $209K
|
17.4K
$5.5M
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.13K+ 23.9% |
$165K - $204K
|
5.84K
$1.85M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.12K+ 31.14% |
$164K - $203K
|
4.71K
$1.49M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.1K+ 6.52% |
$162K - $200K
|
18K
$5.71M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
1.1K+ 3.38% |
$162K - $200K
|
33.7K
$10.7M
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.08K+ 4.16% |
$158K - $195K
|
27K
$8.55M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.08K+ 12.61% |
$158K - $195K
|
9.62K
$3.05M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
1.07K+ 38.28% |
$156K - $193K
|
3.85K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.04K+ 25.64% |
$153K - $189K
|
5.11K
$1.62M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.03K+ 9.25% |
$151K - $187K
|
12.2K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.03K+ 0.79% |
$151K - $187K
|
131K
$41.6M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.02K+ 8.77% |
$149K - $185K
|
12.7K
$4.01M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1KNew |
$147K - $182K
|
1K
$318K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
1K+ 0.62% |
$146K - $181K
|
163K
$51.8M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
980+ 10.67% |
$143K - $178K
|
10.2K
$3.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
962+ 3.74% |
$141K - $174K
|
26.7K
$8.46M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
956+ 5.98% |
$140K - $173K
|
17K
$5.37M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
955+ 3.02% |
$140K - $173K
|
32.6K
$10.3M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
952+ 1.41% |
$139K - $173K
|
68.6K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
952+ 27.24% |
$139K - $173K
|
4.45K
$1.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
938+ 42.85% |
$137K - $170K
|
3.13K
$991K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
921+ 2.97% |
$135K - $167K
|
31.9K
$10.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
902+ 14.41% |
$132K - $164K
|
7.16K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
898+ 3.0% |
$131K - $163K
|
30.9K
$9.78M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
880+ 3.36% |
$129K - $160K
|
27.1K
$8.59M
|