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 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-86- 0.23% |
$12.6K - $15.6K
|
36.8K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-87- 0.68% |
$12.7K - $15.8K
|
12.8K
$3.96M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-87- 6.41% |
$12.7K - $15.8K
|
1.27K
$394K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-89- 0.62% |
$13K - $16.1K
|
14.2K
$4.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-90- 1.02% |
$13.2K - $16.3K
|
8.72K
$2.71M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-90Closed |
$13.2K - $16.3K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-93- 1.66% |
$13.6K - $16.9K
|
5.5K
$1.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-94- 0.34% |
$13.8K - $17K
|
27.7K
$8.61M
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-95- 0.35% |
$13.9K - $17.2K
|
27.2K
$8.45M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-95- 4.16% |
$13.9K - $17.2K
|
2.19K
$679K
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-95- 0.7% |
$13.9K - $17.2K
|
13.5K
$4.19M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-95- 4.7% |
$13.9K - $17.2K
|
1.93K
$597K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-95- 5.67% |
$13.9K - $17.2K
|
1.58K
$491K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-96- 0.29% |
$14.1K - $17.4K
|
32.9K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-99- 0.65% |
$14.5K - $18K
|
15.2K
$4.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-100- 1.29% |
$14.6K - $18.1K
|
7.63K
$2.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-100- 2.73% |
$14.6K - $18.1K
|
3.57K
$1.11M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 3.34% |
$14.6K - $18.1K
|
2.9K
$898K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-100- 6.13% |
$14.6K - $18.1K
|
1.53K
$475K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-100- 22.22% |
$14.6K - $18.1K
|
350
$109K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-100- 3.13% |
$14.6K - $18.1K
|
3.1K
$960K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-100- 21.6% |
$14.6K - $18.1K
|
363
$113K
|
|
|
May 10, 2023
Q1 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-100- 0.58% |
$14.6K - $18.1K
|
17K
$5.28M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-100- 3.0% |
$14.6K - $18.1K
|
3.23K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-100- 4.55% |
$14.6K - $18.1K
|
2.1K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-100- 0.81% |
$14.6K - $18.1K
|
12.3K
$3.82M
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-103- 3.53% |
$15.1K - $18.7K
|
2.82K
$873K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-105- 9.77% |
$15.4K - $19K
|
970
$301K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-106- 1.64% |
$15.5K - $19.2K
|
6.38K
$1.98M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-107- 2.48% |
$15.7K - $19.4K
|
4.21K
$1.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-109- 1.19% |
$16K - $19.8K
|
9.06K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-110- 4.95% |
$16.1K - $19.9K
|
2.11K
$655K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-111- 3.13% |
$16.3K - $20.1K
|
3.44K
$1.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-112- 1.04% |
$16.4K - $20.3K
|
10.7K
$3.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-114- 3.54% |
$16.7K - $20.7K
|
3.11K
$965K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-115- 5.1% |
$16.8K - $20.9K
|
2.14K
$665K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-116- 0.58% |
$17K - $21K
|
19.9K
$6.17M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-116- 2.54% |
$17K - $21K
|
4.44K
$1.38M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-119- 0.12% |
$17.4K - $21.6K
|
101K
$31.3M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-120- 3.7% |
$17.6K - $21.8K
|
3.12K
$968K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-120- 15.63% |
$17.6K - $21.8K
|
648
$201K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-123- 15.81% |
$18K - $22.3K
|
655
$203K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-124- 6.11% |
$18.2K - $22.5K
|
1.91K
$591K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 4.63% |
$18.3K - $22.7K
|
2.58K
$799K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-126- 6.01% |
$18.4K - $22.8K
|
1.97K
$611K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-128- 1.1% |
$18.7K - $23.2K
|
11.5K
$3.57M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-131- 9.62% |
$19.2K - $23.8K
|
1.23K
$382K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-131- 6.19% |
$19.2K - $23.8K
|
1.99K
$616K
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-131- 9.36% |
$19.2K - $23.8K
|
1.27K
$394K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-135- 3.33% |
$19.8K - $24.5K
|
3.92K
$1.22M
|