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 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.1K- 0.09% |
$161K - $200K
|
1.18M
$373M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.1K- 2.52% |
$162K - $200K
|
42.6K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.15K- 5.7% |
$168K - $209K
|
19K
$6.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.2K- 15.67% |
$175K - $217K
|
6.44K
$2.04M
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 43.31% |
$176K - $218K
|
1.57K
$499K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.21K- 9.23% |
$177K - $219K
|
11.9K
$3.78M
|
|
|
Apr 10, 2023
Q1 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.23K- 3.22% |
$180K - $222K
|
36.8K
$11.7M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.23K- 4.18% |
$180K - $222K
|
28.1K
$8.92M
|
|
|
May 03, 2023
Q1 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-1.23K- 1.72% |
$180K - $223K
|
70.2K
$22.3M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.23K- 1.93% |
$181K - $224K
|
62.6K
$19.9M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.24K- 5.1% |
$181K - $225K
|
23.1K
$7.33M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.24K- 48.88% |
$181K - $225K
|
1.3K
$411K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.28K- 8.72% |
$188K - $233K
|
13.4K
$4.27M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 93.39% |
$188K - $233K
|
91
$28.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.33K- 1.76% |
$195K - $241K
|
74.1K
$23.5M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.34K- 0.97% |
$196K - $243K
|
137K
$43.3M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.35K- 9.45% |
$197K - $244K
|
12.9K
$4.09M
|
|
|
May 10, 2023
Q1 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-1.35K- 2.13% |
$198K - $245K
|
62.2K
$19.7M
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-1.35K- 28.68% |
$198K - $245K
|
3.36K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-1.36K- 2.51% |
$199K - $247K
|
52.8K
$16.8M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.37KClosed |
$200K - $248K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-1.38K- 8.0% |
$202K - $251K
|
15.9K
$5.05M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.38KClosed |
$203K - $251K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.39K- 2.3% |
$203K - $252K
|
59.1K
$18.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.41K- 0.7% |
$207K - $256K
|
201K
$63.9M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.42K- 24.97% |
$207K - $257K
|
4.25K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.44K- 0.75% |
$211K - $261K
|
191K
$60.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.5K- 22.85% |
$220K - $272K
|
5.06K
$1.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.5K- 33.33% |
$220K - $272K
|
3K
$952K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.53K- 1.48% |
$224K - $277K
|
102K
$32.4M
|
|
|
May 09, 2023
Q1 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-1.54K- 23.12% |
$225K - $279K
|
5.11K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.56K- 1.96% |
$228K - $283K
|
78.2K
$24.8M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.61K- 5.57% |
$235K - $292K
|
27.3K
$8.65M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.63K- 70.61% |
$239K - $296K
|
680
$216K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.66K- 13.06% |
$243K - $302K
|
11.1K
$3.51M
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.69K- 9.21% |
$248K - $307K
|
16.7K
$5.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.7K- 8.8% |
$248K - $308K
|
17.6K
$5.58M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.72K- 1.81% |
$252K - $312K
|
93.5K
$29.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.72K- 10.35% |
$252K - $312K
|
14.9K
$4.73M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.73K- 4.43% |
$253K - $314K
|
37.3K
$11.8M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.73K- 0.67% |
$254K - $314K
|
256K
$81.3M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.77K- 25.83% |
$259K - $321K
|
5.08K
$1.61M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-1.77K- 7.54% |
$259K - $321K
|
21.7K
$6.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.81K- 3.2% |
$266K - $329K
|
54.9K
$17.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.84K- 18.5% |
$269K - $333K
|
8.09K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-1.84K- 2.21% |
$269K - $334K
|
81.6K
$25.9M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.88K- 6.14% |
$275K - $341K
|
28.7K
$9.12M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.88K- 0.91% |
$276K - $341K
|
206K
$65.3M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.95K- 42.27% |
$285K - $353K
|
2.66K
$845K
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.95K- 2.65% |
$286K - $354K
|
71.6K
$22.7M
|