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 |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.34K+ 5.35% |
$343K - $424K
|
46.1K
$14.6M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.34K+ 774.5% |
$342K - $424K
|
2.64K
$837K
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.33K+ 19.14% |
$341K - $422K
|
14.5K
$4.6M
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.31KNew |
$339K - $419K
|
2.31K
$732K
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.31KNew |
$338K - $418K
|
2.31K
$731K
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
2.3K+ 9.52% |
$337K - $417K
|
26.5K
$8.39M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.3K+ 25.32% |
$336K - $417K
|
11.4K
$3.6M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.29K+ 52.56% |
$336K - $416K
|
6.65K
$2.11M
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.28K+ 25.58% |
$334K - $413K
|
11.2K
$3.54M
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
2.23KNew |
$327K - $405K
|
2.23K
$708K
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
BUY
|
- |
2.23K+ 3.31% |
$326K - $403K
|
69.4K
$22M
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
2.2KNew |
$322K - $399K
|
2.2K
$697K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.2KNew |
$322K - $398K
|
2.2K
$696K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.18K+ 522.01% |
$319K - $396K
|
2.6K
$824K
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.18KNew |
$319K - $395K
|
2.18K
$691K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
2.12K+ 8.06% |
$310K - $384K
|
28.4K
$9M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.12K+ 2.05% |
$310K - $384K
|
105K
$33.4M
|
|
Apr 24, 2023
Q1 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
2.1KNew |
$307K - $381K
|
2.1K
$665K
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.06K+ 120.3% |
$301K - $373K
|
3.77K
$1.19M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 15.65% |
$297K - $368K
|
15K
$4.75M
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.02K+ 10.29% |
$295K - $365K
|
21.6K
$6.84M
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2K+ 73.32% |
$293K - $363K
|
4.73K
$1.5M
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2KNew |
$293K - $363K
|
2K
$634K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.96K+ 26.68% |
$287K - $355K
|
9.31K
$2.95M
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1.95K+ 6.3% |
$285K - $353K
|
32.8K
$10.4M
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.93KNew |
$282K - $349K
|
1.93K
$610K
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.92KNew |
$281K - $348K
|
1.92K
$608K
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
1.92K+ 2.61% |
$280K - $347K
|
75.4K
$23.9M
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.91K+ 22.72% |
$280K - $346K
|
10.3K
$3.27M
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.89K+ 5.69% |
$277K - $343K
|
35.2K
$11.1M
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.87K+ 2.84% |
$274K - $340K
|
67.8K
$21.5M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.86KNew |
$273K - $338K
|
1.86K
$590K
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.86KNew |
$272K - $337K
|
1.86K
$589K
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.85K+ 11.95% |
$271K - $336K
|
17.4K
$5.5M
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.84KNew |
$270K - $334K
|
1.84K
$584K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.84KNew |
$269K - $333K
|
1.84K
$582K
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.8KNew |
$264K - $327K
|
1.8K
$571K
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.78KNew |
$261K - $323K
|
1.78K
$565K
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.77K+ 1.48% |
$259K - $321K
|
121K
$38.4M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.75K+ 5.16% |
$257K - $318K
|
35.7K
$11.3M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.72KNew |
$252K - $312K
|
1.72K
$545K
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
1.72KNew |
$251K - $311K
|
1.72K
$544K
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.7KNew |
$249K - $308K
|
1.7K
$539K
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.68KNew |
$246K - $304K
|
1.68K
$531K
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.68KNew |
$245K - $304K
|
1.68K
$531K
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.67KNew |
$244K - $302K
|
1.67K
$528K
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.65KNew |
$242K - $300K
|
1.65K
$524K
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.64K+ 2.5% |
$240K - $297K
|
67.3K
$21.3M
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.64KNew |
$240K - $297K
|
1.64K
$520K
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.62KNew |
$237K - $293K
|
1.62K
$512K
|