Purchases and Sales Made in Q3 2023 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
42+ 0.12% |
$6.27K - $7.48K
|
36K
$11.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
40+ 1.97% |
$5.97K - $7.12K
|
2.07K
$657K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
40+ 1.03% |
$5.97K - $7.12K
|
3.93K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40+ 26.32% |
$5.97K - $7.12K
|
192
$61K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
39+ 0.82% |
$5.82K - $6.94K
|
4.82K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
39+ 3.45% |
$5.82K - $6.94K
|
1.17K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
39+ 1.56% |
$5.82K - $6.94K
|
2.54K
$806K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
38+ 0.67% |
$5.67K - $6.77K
|
5.72K
$1.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
37+ 0.02% |
$5.52K - $6.59K
|
150K
$47.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
36New |
$5.37K - $6.41K
|
36
$11.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
35+ 0.16% |
$5.22K - $6.23K
|
21.6K
$6.85M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
35+ 9.7% |
$5.22K - $6.23K
|
396
$126K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
35+ 35.0% |
$5.22K - $6.23K
|
135
$42.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
35+ 1.8% |
$5.22K - $6.23K
|
1.98K
$627K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 9.16% |
$5.22K - $6.23K
|
417
$132K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
34+ 1.27% |
$5.07K - $6.05K
|
2.71K
$860K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34+ 26.15% |
$5.07K - $6.05K
|
164
$52.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
33+ 0.36% |
$4.92K - $5.88K
|
9.14K
$2.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
32+ 0.27% |
$4.77K - $5.7K
|
11.8K
$3.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
31New |
$4.62K - $5.52K
|
31
$9.84K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
31+ 0.45% |
$4.62K - $5.52K
|
6.89K
$2.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
30+ 15.0% |
$4.48K - $5.34K
|
230
$73K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
30+ 0.22% |
$4.48K - $5.34K
|
13.6K
$4.31M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
30+ 0.99% |
$4.48K - $5.34K
|
3.05K
$968K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
30+ 3.58% |
$4.48K - $5.34K
|
868
$276K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
30+ 15.0% |
$4.48K - $5.34K
|
230
$73K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
29+ 0.13% |
$4.33K - $5.16K
|
22.2K
$7.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
28+ 0.72% |
$4.18K - $4.99K
|
3.89K
$1.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
28+ 0.74% |
$4.18K - $4.99K
|
3.82K
$1.21M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
27+ 0.25% |
$4.03K - $4.81K
|
11K
$3.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
27+ 1.8% |
$4.03K - $4.81K
|
1.52K
$483K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
27+ 1.57% |
$4.03K - $4.81K
|
1.75K
$554K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
26+ 0.58% |
$3.88K - $4.63K
|
4.55K
$1.44M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
26+ 0.59% |
$3.88K - $4.63K
|
4.44K
$1.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
25+ 0.55% |
$3.73K - $4.45K
|
4.54K
$1.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 3.47% |
$3.43K - $4.09K
|
685
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
23+ 0.32% |
$3.43K - $4.09K
|
7.15K
$2.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
22+ 0.53% |
$3.28K - $3.92K
|
4.19K
$1.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
21+ 0.17% |
$3.13K - $3.74K
|
12.6K
$4.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21+ 0.2% |
$3.13K - $3.74K
|
10.5K
$3.34M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20+ 2.32% |
$2.98K - $3.56K
|
883
$280K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
19+ 0.78% |
$2.83K - $3.38K
|
2.46K
$780K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
19+ 2.47% |
$2.83K - $3.38K
|
789
$250K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19+ 3.95% |
$2.83K - $3.38K
|
500
$159K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
19+ 2.66% |
$2.83K - $3.38K
|
734
$233K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
18+ 0.91% |
$2.69K - $3.2K
|
2.01K
$636K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
17+ 0.86% |
$2.54K - $3.03K
|
1.99K
$630K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
17+ 0.5% |
$2.54K - $3.03K
|
3.43K
$1.09M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
16+ 0.72% |
$2.39K - $2.85K
|
2.24K
$711K
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
16+ 0.36% |
$2.39K - $2.85K
|
4.48K
$1.42M
|