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 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-582- 11.5% |
$86.1K - $102K
|
4.48K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-589- 1.83% |
$87.1K - $103K
|
31.7K
$9.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-590- 3.83% |
$87.3K - $103K
|
14.8K
$4.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-594- 5.21% |
$87.9K - $104K
|
10.8K
$3.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-595- 3.44% |
$88K - $104K
|
16.7K
$5.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
SELL
|
- |
-598- 2.52% |
$88.5K - $105K
|
23.1K
$7.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-607- 44.08% |
$89.8K - $106K
|
770
$236K
|
|
|
Jul 25, 2023
Q2 2023
|
Qv Investors Inc.
|
SELL
|
- |
-610- 4.81% |
$90.2K - $107K
|
12.1K
$3.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-610- 1.04% |
$90.2K - $107K
|
58.1K
$17.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-621- 82.8% |
$91.9K - $109K
|
129
$39.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-623- 34.21% |
$92.2K - $109K
|
1.2K
$367K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-625- 18.8% |
$92.5K - $109K
|
2.7K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-632- 0.18% |
$93.5K - $111K
|
344K
$105M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-635- 1.51% |
$93.9K - $111K
|
41.5K
$12.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-650- 6.57% |
$96.2K - $114K
|
9.25K
$2.83M
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-650- 8.6% |
$96.2K - $114K
|
6.91K
$2.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-659- 32.34% |
$97.5K - $115K
|
1.38K
$423K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-659- 44.02% |
$97.5K - $115K
|
838
$257K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-667- 5.87% |
$98.7K - $117K
|
10.7K
$3.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-668- 1.93% |
$98.8K - $117K
|
34K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-680- 5.26% |
$101K - $119K
|
12.3K
$3.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-691- 5.8% |
$102K - $121K
|
11.2K
$3.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-698- 0.75% |
$103K - $122K
|
92.2K
$28.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-708- 13.85% |
$105K - $124K
|
4.4K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-717- 2.69% |
$106K - $126K
|
25.9K
$7.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-732- 0.54% |
$108K - $128K
|
136K
$41.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-738- 1.48% |
$109K - $129K
|
49.1K
$15.1M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-739- 7.54% |
$109K - $129K
|
9.07K
$2.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-741- 12.06% |
$110K - $130K
|
5.4K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-746- 3.41% |
$110K - $131K
|
21.1K
$6.48M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-752- 14.05% |
$111K - $132K
|
4.6K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-752- 13.13% |
$111K - $132K
|
4.98K
$1.52M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-752- 13.13% |
$111K - $132K
|
4.98K
$1.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-758- 20.35% |
$112K - $133K
|
2.97K
$909K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-761- 11.03% |
$113K - $133K
|
6.14K
$1.88M
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-775- 16.46% |
$115K - $136K
|
3.93K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-780- 15.28% |
$115K - $137K
|
4.33K
$1.33M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-787- 4.57% |
$116K - $138K
|
16.4K
$5.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-795- 5.07% |
$118K - $139K
|
14.9K
$4.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-801- 1.45% |
$118K - $140K
|
54.6K
$16.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-824- 5.45% |
$122K - $144K
|
14.3K
$4.38M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-825- 95.82% |
$122K - $144K
|
36
$11K
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-826- 9.71% |
$122K - $145K
|
7.68K
$2.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-851- 1.45% |
$126K - $149K
|
57.8K
$17.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-855- 30.16% |
$126K - $150K
|
1.98K
$607K
|
|
|
Aug 01, 2023
Q2 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-860- 0.42% |
$127K - $151K
|
203K
$62.1M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-864- 59.26% |
$128K - $151K
|
594
$182K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-880- 3.92% |
$130K - $154K
|
21.6K
$6.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-884- 20.19% |
$131K - $155K
|
3.5K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-884- 0.73% |
$131K - $155K
|
121K
$37M
|