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 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
594+ 2.82% |
$87K - $108K
|
21.7K
$6.86M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
576New |
$84.3K - $104K
|
576
$182K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
574+ 18.76% |
$84K - $104K
|
3.63K
$1.15M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
573+ 38.4% |
$83.9K - $104K
|
2.07K
$654K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
570+ 3.04% |
$83.5K - $103K
|
19.3K
$6.11M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
565+ 32.14% |
$82.7K - $102K
|
2.32K
$736K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
564+ 6.65% |
$82.6K - $102K
|
9.05K
$2.87M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
556+ 21.94% |
$81.4K - $101K
|
3.09K
$979K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
555+ 38.78% |
$81.3K - $101K
|
1.99K
$629K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
550New |
$80.5K - $99.7K
|
550
$174K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
537+ 3.61% |
$78.6K - $97.4K
|
15.4K
$4.88M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
534+ 23.45% |
$78.2K - $96.8K
|
2.81K
$890K
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
530+ 6.4% |
$77.6K - $96.1K
|
8.82K
$2.79M
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
525+ 5.82% |
$76.9K - $95.2K
|
9.54K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
524+ 0.93% |
$76.7K - $95K
|
56.9K
$18M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
523+ 32.81% |
$76.6K - $94.8K
|
2.12K
$671K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
519+ 4.36% |
$76K - $94.1K
|
12.4K
$3.93M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
515+ 2.41% |
$75.4K - $93.4K
|
21.9K
$6.93M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
513+ 26.58% |
$75.1K - $93K
|
2.44K
$774K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
503+ 11.07% |
$73.6K - $91.2K
|
5.05K
$1.6M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
498+ 31.68% |
$72.9K - $90.3K
|
2.07K
$656K
|
|
|
Apr 21, 2023
Q1 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
497+ 0.8% |
$72.8K - $90.1K
|
62.5K
$19.8M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
495+ 11.77% |
$72.5K - $89.8K
|
4.7K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
492+ 0.53% |
$72K - $89.2K
|
93.3K
$29.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
482+ 7.21% |
$70.6K - $87.4K
|
7.16K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
476+ 23.0% |
$69.7K - $86.3K
|
2.55K
$806K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
471+ 30.04% |
$69K - $85.4K
|
2.04K
$646K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
465+ 8.06% |
$68.1K - $84.3K
|
6.24K
$1.98M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
460+ 27.03% |
$67.4K - $83.4K
|
2.16K
$685K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
460New |
$67.4K - $83.4K
|
460
$146K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
450+ 16.2% |
$65.9K - $81.6K
|
3.23K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
449+ 5.53% |
$65.7K - $81.4K
|
8.56K
$2.71M
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
447+ 1.94% |
$65.4K - $81.1K
|
23.5K
$7.46M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
446+ 7.87% |
$65.3K - $80.9K
|
6.11K
$1.94M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
433+ 0.34% |
$63.4K - $78.5K
|
127K
$40.3M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
433+ 24.22% |
$63.4K - $78.5K
|
2.22K
$704K
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
427+ 3.99% |
$62.5K - $77.4K
|
11.1K
$3.52M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
423+ 9.94% |
$61.9K - $76.7K
|
4.68K
$1.48M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
420+ 1.04% |
$61.5K - $76.2K
|
40.9K
$13M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
414+ 4.78% |
$60.6K - $75.1K
|
9.08K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
414+ 4.12% |
$60.6K - $75.1K
|
10.5K
$3.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
408+ 26.6% |
$59.7K - $74K
|
1.94K
$615K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
408+ 17.57% |
$59.7K - $74K
|
2.73K
$865K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
406+ 0.33% |
$59.4K - $73.6K
|
124K
$39.3M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
402+ 9.47% |
$58.9K - $72.9K
|
4.65K
$1.47M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
397+ 17.27% |
$58.1K - $72K
|
2.7K
$854K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
395New |
$57.8K - $71.6K
|
395
$125K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
395+ 49.38% |
$57.8K - $71.6K
|
1.2K
$379K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
390+ 16.59% |
$57.1K - $70.7K
|
2.74K
$868K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
388New |
$56.8K - $70.4K
|
388
$123K
|