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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-357- 7.59% |
$52.8K - $62.5K
|
4.35K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-357- 1.44% |
$52.8K - $62.5K
|
24.4K
$7.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
SELL
|
- |
-361- 1.08% |
$53.4K - $63.2K
|
32.9K
$10.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-370- 3.13% |
$54.7K - $64.8K
|
11.5K
$3.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-370- 2.87% |
$54.7K - $64.8K
|
12.5K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-383- 17.24% |
$56.7K - $67.1K
|
1.84K
$582K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-387- 1.12% |
$57.2K - $67.8K
|
34.2K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-391- 4.56% |
$57.8K - $68.5K
|
8.19K
$2.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-392- 5.47% |
$58K - $68.7K
|
6.77K
$2.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-392- 2.08% |
$58K - $68.7K
|
18.5K
$5.85M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-392- 2.08% |
$58K - $68.7K
|
18.5K
$5.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-396- 15.15% |
$58.6K - $69.4K
|
2.22K
$702K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-399- 13.83% |
$59K - $69.9K
|
2.49K
$787K
|
|
|
Jul 07, 2023
Q2 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-400- 1.09% |
$59.2K - $70.1K
|
36.4K
$11.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-400- 10.15% |
$59.2K - $70.1K
|
3.54K
$1.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-400- 16.13% |
$59.2K - $70.1K
|
2.08K
$659K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-402- 1.97% |
$59.5K - $70.4K
|
20K
$6.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-402- 3.43% |
$59.5K - $70.4K
|
11.3K
$3.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-405- 11.95% |
$59.9K - $70.9K
|
2.99K
$946K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-414- 2.74% |
$61.2K - $72.5K
|
14.7K
$4.65M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-418- 1.49% |
$61.8K - $73.2K
|
27.7K
$8.77M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-420- 14.96% |
$62.1K - $73.6K
|
2.39K
$756K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-421- 24.97% |
$62.3K - $73.7K
|
1.27K
$401K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-422- 73.26% |
$62.4K - $73.9K
|
154
$48.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-429- 3.02% |
$63.5K - $75.1K
|
13.8K
$4.37M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-430- 2.84% |
$63.6K - $75.3K
|
14.7K
$4.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-440- 4.04% |
$65.1K - $77.1K
|
10.5K
$3.31M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-465- 1.94% |
$68.8K - $81.4K
|
23.5K
$7.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-467- 9.56% |
$69.1K - $81.8K
|
4.42K
$1.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-469- 4.27% |
$69.4K - $82.1K
|
10.5K
$3.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-470- 7.52% |
$69.5K - $82.3K
|
5.78K
$1.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-473- 1.2% |
$70K - $82.8K
|
38.8K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-476- 0.4% |
$70.4K - $83.4K
|
119K
$37.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-476- 3.36% |
$70.4K - $83.4K
|
13.7K
$4.34M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-477- 1.79% |
$70.6K - $83.5K
|
26.2K
$8.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-490- 11.21% |
$72.5K - $85.8K
|
3.88K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-495- 0.31% |
$73.2K - $86.7K
|
157K
$49.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-498- 24.06% |
$73.7K - $87.2K
|
1.57K
$498K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-500- 9.59% |
$74K - $87.6K
|
4.72K
$1.49M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-500- 26.54% |
$74K - $87.6K
|
1.38K
$438K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-510- 23.38% |
$75.4K - $89.3K
|
1.67K
$529K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-520- 1.36% |
$76.9K - $91.1K
|
37.6K
$11.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-521- 0.32% |
$77.1K - $91.2K
|
163K
$51.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-524- 0.67% |
$77.5K - $91.8K
|
77.6K
$24.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-530- 6.01% |
$78.4K - $92.8K
|
8.29K
$2.62M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-538- 1.46% |
$79.6K - $94.2K
|
36.3K
$11.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-559- 2.29% |
$82.7K - $97.9K
|
23.9K
$7.57M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-571- 11.71% |
$84.5K - $100K
|
4.31K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-571- 8.1% |
$84.5K - $100K
|
6.48K
$2.05M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-576- 1.48% |
$85.2K - $101K
|
38.4K
$12.1M
|