Purchases and Sales Made in Q2 2023 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
706+ 10.31% |
$104K - $124K
|
7.56K
$2.4M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
698+ 15.17% |
$103K - $122K
|
5.3K
$1.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
682+ 0.58% |
$101K - $119K
|
118K
$37.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
676+ 44.68% |
$100K - $118K
|
2.19K
$695K
|
|
|
Aug 08, 2023
Q2 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
665+ 4.5% |
$98.4K - $116K
|
15.5K
$4.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
663+ 24.29% |
$98.1K - $116K
|
3.39K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
652+ 0.27% |
$96.5K - $114K
|
247K
$78.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
648+ 16.17% |
$95.9K - $113K
|
4.66K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
640+ 1.92% |
$94.7K - $112K
|
34K
$10.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
BUY
|
- |
637+ 2.48% |
$94.2K - $112K
|
26.3K
$8.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
634+ 97.09% |
$93.8K - $111K
|
1.29K
$409K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
632+ 144.62% |
$93.5K - $111K
|
1.07K
$339K
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
628+ 0.41% |
$92.9K - $110K
|
155K
$49.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
627+ 41.09% |
$92.8K - $110K
|
2.15K
$683K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
625+ 7.2% |
$92.5K - $109K
|
9.31K
$2.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
621+ 0.33% |
$91.9K - $109K
|
192K
$60.8M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
621+ 0.55% |
$91.9K - $109K
|
114K
$36.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
606+ 5.87% |
$89.6K - $106K
|
10.9K
$3.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
604+ 4.87% |
$89.3K - $106K
|
13K
$4.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
604+ 5.44% |
$89.3K - $106K
|
11.7K
$3.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
603+ 5.63% |
$89.2K - $106K
|
11.3K
$3.59M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
603New |
$89.2K - $106K
|
603
$191K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
590+ 21.88% |
$87.3K - $103K
|
3.29K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
590+ 25.4% |
$87.3K - $103K
|
2.91K
$925K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
585+ 37.45% |
$86.5K - $102K
|
2.15K
$682K
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
BUY
|
- |
585+ 34.09% |
$86.5K - $102K
|
2.3K
$730K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
578+ 8.58% |
$85.5K - $101K
|
7.32K
$2.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
575New |
$85.1K - $101K
|
575
$183K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
574+ 3.69% |
$84.9K - $101K
|
16.1K
$5.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
564+ 2.84% |
$83.4K - $98.8K
|
20.5K
$6.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
564+ 15.8% |
$83.4K - $98.8K
|
4.13K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
554+ 4.59% |
$82K - $97K
|
12.6K
$4.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
545+ 2.54% |
$80.6K - $95.5K
|
22K
$6.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
544+ 9.7% |
$80.5K - $95.3K
|
6.15K
$1.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
542New |
$80.2K - $94.9K
|
542
$172K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
542+ 11.91% |
$80.2K - $94.9K
|
5.09K
$1.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
542+ 5.67% |
$80.2K - $94.9K
|
10.1K
$3.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
536+ 4.51% |
$79.3K - $93.9K
|
12.4K
$3.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
534+ 21.98% |
$79K - $93.5K
|
2.96K
$941K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
533+ 0.43% |
$78.8K - $93.3K
|
125K
$39.6M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
533New |
$78.8K - $93.3K
|
533
$169K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
530+ 6.04% |
$78.4K - $92.8K
|
9.31K
$2.96M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
529+ 42.52% |
$78.3K - $92.6K
|
1.77K
$563K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
527+ 3.26% |
$78K - $92.3K
|
16.7K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
522New |
$77.2K - $91.4K
|
522
$166K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
520+ 2.61% |
$76.9K - $91.1K
|
20.4K
$6.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
520+ 7.2% |
$76.9K - $91.1K
|
7.74K
$2.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
505+ 1.2% |
$74.7K - $88.4K
|
42.7K
$13.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
500+ 71.02% |
$74K - $87.6K
|
1.2K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
500+ 29.41% |
$74K - $87.6K
|
2.2K
$698K
|