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 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.15K+ 22.89% |
$170K - $201K
|
6.16K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.11K+ 8.01% |
$165K - $195K
|
15K
$4.77M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.11K+ 4.89% |
$164K - $194K
|
23.8K
$7.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.1K+ 35.16% |
$162K - $192K
|
4.22K
$1.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.1K+ 11.19% |
$162K - $192K
|
10.9K
$3.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.09K+ 78.91% |
$161K - $190K
|
2.46K
$781K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.08K+ 13.38% |
$160K - $189K
|
9.14K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.07KNew |
$158K - $187K
|
1.07K
$338K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.06K+ 10.89% |
$157K - $186K
|
10.8K
$3.44M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.06K+ 34.68% |
$157K - $186K
|
4.12K
$1.31M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$156K - $185K
|
1.06K
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.01K+ 3.96% |
$149K - $176K
|
26.4K
$8.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1K+ 47.62% |
$148K - $175K
|
3.1K
$984K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
996+ 18.28% |
$147K - $174K
|
6.44K
$2.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
988+ 3.92% |
$146K - $173K
|
26.2K
$8.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
983+ 4.55% |
$145K - $172K
|
22.6K
$7.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
964+ 31.6% |
$143K - $169K
|
4.02K
$1.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
929+ 1.03% |
$137K - $163K
|
91.2K
$28.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
929+ 5.15% |
$137K - $163K
|
19K
$6.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
924+ 2.48% |
$137K - $162K
|
38.2K
$12.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
903+ 1.81% |
$134K - $158K
|
50.7K
$16.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
890+ 0.64% |
$132K - $156K
|
139K
$44.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
888New |
$131K - $156K
|
888
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
888+ 11.94% |
$131K - $156K
|
8.33K
$2.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
874+ 71.17% |
$129K - $153K
|
2.1K
$667K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
868+ 21.21% |
$128K - $152K
|
4.96K
$1.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
868+ 0.93% |
$128K - $152K
|
94K
$29.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
865+ 1.48% |
$128K - $151K
|
59.2K
$18.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
864+ 0.46% |
$128K - $151K
|
188K
$59.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
840+ 5.73% |
$124K - $147K
|
15.5K
$4.92M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
818+ 6.54% |
$121K - $143K
|
13.3K
$4.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
805+ 28.73% |
$119K - $141K
|
3.61K
$1.15M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
800+ 2.85% |
$118K - $140K
|
28.9K
$9.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
794+ 23.35% |
$117K - $139K
|
4.19K
$1.33M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
793+ 2.25% |
$117K - $139K
|
36K
$11.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
784+ 1.92% |
$116K - $137K
|
41.7K
$13.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
783+ 113.64% |
$116K - $137K
|
1.47K
$467K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
770+ 25.08% |
$114K - $135K
|
3.84K
$1.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
765+ 4.46% |
$113K - $134K
|
17.9K
$5.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
765+ 1.02% |
$113K - $134K
|
75.6K
$24M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
756+ 53.16% |
$112K - $132K
|
2.18K
$691K
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
755+ 6.29% |
$112K - $132K
|
12.8K
$4.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
750+ 9.15% |
$111K - $131K
|
8.95K
$2.84M
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
747+ 2.74% |
$111K - $131K
|
28K
$8.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
734New |
$109K - $129K
|
734
$233K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
734+ 1.56% |
$109K - $129K
|
47.8K
$15.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
724+ 2.46% |
$107K - $127K
|
30.2K
$9.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
720+ 5.52% |
$107K - $126K
|
13.8K
$4.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
719+ 13.2% |
$106K - $126K
|
6.17K
$1.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
718+ 33.57% |
$106K - $126K
|
2.86K
$907K
|