Purchases and Sales Made in Q1 2023 in American Express CO (AXP)

AXP Quotes by TradingView

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 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
880
+ 12.37%
$129K - $160K
7.99K $2.45M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
862
+ 22.3%
$126K - $156K
4.73K $1.45M
May 15, 2023 Q1 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
845
+ 1.78%
$124K - $153K
48.4K $14.8M
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
843
+ 6.31%
$123K - $153K
14.2K $4.35M
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
825
+ 0.66%
$121K - $150K
125K $38.3M
May 15, 2023 Q1 2023
Teza Capital Management LLC

Chicago, IL
BUY
 -
810
+ 6.82%
$119K - $147K
12.7K $3.89M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
805
+ 19.46%
$118K - $146K
4.94K $1.51M
Apr 05, 2024 Q1 2023
E. Ohman J:Or Asset Management Ab

Stockholm, V7
BUY
 -
800
+ 2.93%
$117K - $145K
28.1K $8.61M
May 15, 2023 Q1 2023
Connors Investor Services Inc

Wyomissing, PA
BUY
 -
793
+ 0.93%
$116K - $144K
86K $26.3M
Apr 13, 2023 Q1 2023
Abner Herrman & Brock LLC

BUY
 -
783
+ 0.64%
$115K - $142K
123K $37.8M
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
775
+ 6.37%
$113K - $141K
12.9K $3.96M
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
762
+ 15.72%
$112K - $138K
5.61K $1.72M
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
761
+ 14.81%
$111K - $138K
5.9K $1.81M
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
760
+ 50.0%
$111K - $138K
2.28K $699K
May 15, 2023 Q1 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
752
+ 11.22%
$110K - $136K
7.45K $2.28M
May 15, 2023 Q1 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
750
New
$110K - $136K
750 $230K
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
746
+ 13.25%
$109K - $135K
6.38K $1.95M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
746
+ 3.66%
$109K - $135K
21.2K $6.48M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
743
+ 8.39%
$109K - $135K
9.6K $2.94M
May 12, 2023 Q1 2023
Norinchukin Bank, The

Tokyo, M0
BUY
 -
743
+ 1.52%
$109K - $135K
49.7K $15.2M
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
740
+ 5.65%
$108K - $134K
13.8K $4.24M
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
726
+ 7.56%
$106K - $132K
10.3K $3.17M
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
723
+ 1.68%
$106K - $131K
43.8K $13.4M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
709
+ 9.81%
$104K - $129K
7.94K $2.43M
Apr 27, 2023 Q1 2023
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
697
+ 14.68%
$102K - $126K
5.45K $1.67M
May 08, 2023 Q1 2023
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
697
+ 3.37%
$102K - $126K
21.4K $6.55M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
681
New
$99.7K - $123K
681 $209K
Apr 13, 2023 Q1 2023
Burt Wealth Advisors

BUY
 -
675
+ 36.0%
$98.8K - $122K
2.55K $781K
May 01, 2023 Q1 2023
Pfg Private Wealth Management, LLC

BUY
 -
667
+ 317.62%
$97.7K - $121K
877 $269K
Apr 05, 2023 Q1 2023
Empirical Finance, LLC

BUY
 -
666
+ 3.99%
$97.5K - $121K
17.4K $5.32M
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
666
+ 3.57%
$97.5K - $121K
19.3K $5.91M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
662
+ 5.48%
$96.9K - $120K
12.7K $3.9M
Apr 13, 2023 Q1 2023
Accurate Wealth Management, LLC

BUY
 -
660
+ 76.3%
$96.6K - $120K
1.53K $467K
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
659
+ 28.1%
$96.5K - $119K
3K $920K
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
652
+ 7.33%
$95.5K - $118K
9.55K $2.93M
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
651
+ 0.87%
$95.3K - $118K
75.8K $23.2M
May 12, 2023 Q1 2023
Public Sector Pension Investment Board

Montreal, A8
BUY
 -
645
+ 0.45%
$94.4K - $117K
143K $44M
Apr 25, 2023 Q1 2023
Jlb & Associates Inc

BUY
 -
643
+ 17.02%
$94.1K - $117K
4.42K $1.35M
May 09, 2023 Q1 2023
Griffin Asset Management, Inc.

BUY
 -
642
+ 1.11%
$94K - $116K
58.5K $17.9M
May 12, 2023 Q1 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
641
+ 9.74%
$93.9K - $116K
7.22K $2.21M
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
619
New
$90.6K - $112K
619 $190K
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
618
+ 22.18%
$90.5K - $112K
3.4K $1.04M
May 10, 2023 Q1 2023
Exos Tfp Holdings LLC

New York, NY
BUY
 -
616
+ 127.54%
$90.2K - $112K
1.1K $337K
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
613
+ 9.73%
$89.8K - $111K
6.91K $2.12M
May 15, 2023 Q1 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
611
+ 5.45%
$89.5K - $111K
11.8K $3.62M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
608
+ 2.03%
$89K - $110K
30.6K $9.38M
May 10, 2023 Q1 2023
Capula Management LTD

Grand Cayman, E9
BUY
 -
602
New
$88.1K - $109K
602 $184K
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
601
+ 1.09%
$88K - $109K
55.8K $17.1M
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
600
New
$87.9K - $109K
600 $184K

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