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 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.62K- 1.76% |
$239K - $283K
|
90.3K
$28.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.63K- 1.89% |
$241K - $285K
|
84.4K
$26.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-1.65K- 17.29% |
$245K - $290K
|
7.91K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.73K- 12.05% |
$255K - $302K
|
12.6K
$3.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.74K- 6.11% |
$257K - $305K
|
26.7K
$8.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.75K- 3.54% |
$259K - $307K
|
47.8K
$15.1M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.76K- 6.76% |
$260K - $308K
|
24.3K
$7.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.77K- 7.37% |
$262K - $310K
|
22.2K
$7.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.8K- 14.47% |
$266K - $314K
|
10.6K
$3.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.8K- 32.66% |
$267K - $316K
|
3.72K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.82K- 3.38% |
$270K - $319K
|
52.1K
$16.5M
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.83K- 1.48% |
$271K - $320K
|
121K
$38.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 12.27% |
$272K - $322K
|
13.2K
$4.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.84K- 0.06% |
$272K - $323K
|
3.2M
$1.01B
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 4.91% |
$281K - $333K
|
36.8K
$11.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.9K- 4.04% |
$282K - $333K
|
45.2K
$14.3M
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.9K- 1.16% |
$282K - $333K
|
162K
$51.3M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.91K- 0.51% |
$283K - $335K
|
374K
$118M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.91K- 1.22% |
$283K - $335K
|
155K
$49M
|
|
|
Aug 02, 2023
Q2 2023
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-1.93K- 0.39% |
$285K - $337K
|
489K
$155M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.95K- 2.85% |
$289K - $342K
|
66.7K
$21.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2K- 2.64% |
$296K - $351K
|
73.8K
$23.4M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.03K- 19.81% |
$300K - $355K
|
8.2K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-2.05K- 7.17% |
$303K - $359K
|
26.5K
$8.4M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.16K- 19.38% |
$319K - $377K
|
8.97K
$2.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.16K- 24.78% |
$320K - $379K
|
6.57K
$2.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-2.17K- 1.42% |
$321K - $381K
|
151K
$47.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.2K- 8.25% |
$326K - $386K
|
24.5K
$7.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.35K- 50.67% |
$348K - $412K
|
2.29K
$726K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.38K- 27.73% |
$351K - $416K
|
6.19K
$1.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
SELL
|
- |
-2.39K- 6.14% |
$354K - $419K
|
36.6K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.4K- 18.41% |
$356K - $421K
|
10.7K
$3.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.48K- 47.78% |
$366K - $434K
|
2.71K
$857K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.48K- 2.39% |
$367K - $435K
|
101K
$32.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.5K- 60.26% |
$370K - $439K
|
1.65K
$523K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.53K- 1.51% |
$375K - $443K
|
165K
$52.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-2.55K- 0.74% |
$377K - $447K
|
342K
$108M
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-2.57K- 62.86% |
$380K - $449K
|
1.52K
$480K
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.59K- 1.4% |
$383K - $454K
|
182K
$57.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.61K- 41.23% |
$386K - $456K
|
3.72K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.62K- 9.31% |
$387K - $458K
|
25.5K
$8.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-2.63K- 27.51% |
$389K - $460K
|
6.93K
$2.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.67K- 4.51% |
$394K - $467K
|
56.4K
$17.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Focused Investors LLC
|
SELL
|
- |
-2.75K- 0.54% |
$407K - $482K
|
509K
$161M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.76K- 2.31% |
$408K - $484K
|
117K
$37M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-2.77K- 28.84% |
$409K - $484K
|
6.82K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.88K- 41.47% |
$426K - $504K
|
4.06K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.9K- 16.1% |
$430K - $509K
|
15.1K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.92K- 39.69% |
$432K - $512K
|
4.44K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.94K- 7.97% |
$436K - $516K
|
34K
$10.8M
|