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
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.06KNew |
$305K - $361K
|
2.06K
$652K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.05KNew |
$304K - $359K
|
2.05K
$650K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.02K+ 30.42% |
$299K - $354K
|
8.68K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.01KNew |
$298K - $353K
|
2.01K
$638K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
2.01K+ 121.6% |
$297K - $352K
|
3.66K
$1.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.01K+ 11.55% |
$297K - $352K
|
19.4K
$6.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
2KNew |
$296K - $350K
|
2K
$634K
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.98KNew |
$293K - $347K
|
1.98K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.98K+ 328.57% |
$293K - $346K
|
2.58K
$817K
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.94KNew |
$286K - $339K
|
1.94K
$613K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.91K+ 116.16% |
$282K - $334K
|
3.55K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.91KNew |
$282K - $334K
|
1.91K
$603K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.9K+ 37.52% |
$281K - $333K
|
6.96K
$2.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
1.88K+ 9.67% |
$279K - $330K
|
21.3K
$6.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.88K+ 2.39% |
$278K - $330K
|
80.6K
$25.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.87KNew |
$276K - $327K
|
1.87K
$592K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.83KNew |
$271K - $320K
|
1.83K
$579K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.83KNew |
$270K - $320K
|
1.83K
$579K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.81KNew |
$268K - $317K
|
1.81K
$574K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.81K+ 1.26% |
$268K - $317K
|
145K
$46M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.81K+ 30.66% |
$268K - $317K
|
7.71K
$2.44M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
1.8K+ 5.33% |
$266K - $315K
|
35.5K
$11.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.8K+ 15.75% |
$266K - $315K
|
13.2K
$4.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.79KNew |
$265K - $314K
|
1.79K
$568K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.77K+ 13.52% |
$262K - $311K
|
14.9K
$4.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 17.59% |
$258K - $305K
|
11.7K
$3.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.73KNew |
$255K - $302K
|
1.73K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
1.69K+ 9.48% |
$250K - $296K
|
19.5K
$6.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.67KNew |
$246K - $292K
|
1.67K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.66K+ 3.85% |
$245K - $290K
|
44.7K
$14.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.65K+ 48.4% |
$244K - $289K
|
5.06K
$1.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.65KNew |
$243K - $288K
|
1.65K
$521K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.65K+ 14.6% |
$243K - $288K
|
12.9K
$4.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.62K+ 3.35% |
$240K - $284K
|
50K
$15.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.61K+ 0.86% |
$238K - $282K
|
189K
$59.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.61K+ 1.37% |
$237K - $281K
|
119K
$37.6M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.57K+ 1.31% |
$233K - $275K
|
122K
$38.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1.55K+ 1.56% |
$230K - $272K
|
101K
$32M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.54K+ 8.23% |
$228K - $270K
|
20.2K
$6.41M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.52KNew |
$225K - $266K
|
1.52K
$481K
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$222K - $263K
|
1.5K
$476K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.5K+ 449.1% |
$222K - $263K
|
1.83K
$581K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 9.74% |
$221K - $262K
|
16.9K
$5.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.48K+ 3.41% |
$219K - $260K
|
44.9K
$14.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.47K+ 6.81% |
$217K - $257K
|
23K
$7.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
1.46KNew |
$215K - $255K
|
1.46K
$461K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.45KNew |
$215K - $254K
|
1.45K
$460K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.44K+ 13.54% |
$213K - $252K
|
12.1K
$3.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.43K+ 46.21% |
$211K - $250K
|
4.52K
$1.43M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
1.42KNew |
$209K - $248K
|
1.42K
$448K
|