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 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-44- 0.62% |
$6.56K - $7.83K
|
7.03K
$2.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-45- 3.07% |
$6.71K - $8.01K
|
1.42K
$451K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-45- 0.57% |
$6.71K - $8.01K
|
7.87K
$2.5M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-46- 0.35% |
$6.86K - $8.19K
|
13.1K
$4.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-46- 0.96% |
$6.86K - $8.19K
|
4.76K
$1.51M
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-46- 2.4% |
$6.86K - $8.19K
|
1.87K
$595K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-47- 2.03% |
$7.01K - $8.37K
|
2.26K
$719K
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-47- 1.34% |
$7.01K - $8.37K
|
3.45K
$1.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-47- 2.15% |
$7.01K - $8.37K
|
2.14K
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-47- 3.1% |
$7.01K - $8.37K
|
1.47K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-47- 1.16% |
$7.01K - $8.37K
|
4.01K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-48- 2.23% |
$7.16K - $8.55K
|
2.11K
$668K
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-50- 50.0% |
$7.46K - $8.9K
|
50
$15.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 0.69% |
$7.46K - $8.9K
|
7.24K
$2.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-50- 3.6% |
$7.46K - $8.9K
|
1.34K
$424K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-50- 0.55% |
$7.46K - $8.9K
|
9K
$2.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-50- 0.58% |
$7.46K - $8.9K
|
8.5K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-50- 0.36% |
$7.46K - $8.9K
|
13.7K
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-50- 0.23% |
$7.46K - $8.9K
|
21.5K
$6.84M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-50- 1.75% |
$7.46K - $8.9K
|
2.8K
$889K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-50- 1.41% |
$7.46K - $8.9K
|
3.49K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-51- 14.53% |
$7.61K - $9.08K
|
300
$95.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-52- 0.71% |
$7.76K - $9.26K
|
7.3K
$2.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-52- 1.83% |
$7.76K - $9.26K
|
2.79K
$887K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-52- 0.69% |
$7.76K - $9.26K
|
7.44K
$2.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-53- 1.86% |
$7.91K - $9.44K
|
2.8K
$890K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-55- 1.43% |
$8.21K - $9.79K
|
3.79K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-55- 0.65% |
$8.21K - $9.79K
|
8.46K
$2.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-55- 3.66% |
$8.21K - $9.79K
|
1.45K
$460K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-56- 2.55% |
$8.35K - $9.97K
|
2.14K
$679K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-60- 3.3% |
$8.95K - $10.7K
|
1.76K
$558K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-60- 4.23% |
$8.95K - $10.7K
|
1.36K
$431K
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-62- 3.25% |
$9.25K - $11K
|
1.85K
$586K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-63- 3.3% |
$9.4K - $11.2K
|
1.85K
$587K
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-64- 3.94% |
$9.55K - $11.4K
|
1.56K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-64- 1.67% |
$9.55K - $11.4K
|
3.76K
$1.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-65- 0.57% |
$9.7K - $11.6K
|
11.3K
$3.58M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-65- 7.9% |
$9.7K - $11.6K
|
758
$241K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-65- 1.63% |
$9.7K - $11.6K
|
3.91K
$1.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-65- 0.85% |
$9.7K - $11.6K
|
7.54K
$2.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-66- 2.23% |
$9.85K - $11.8K
|
2.9K
$920K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-67- 9.24% |
$10K - $11.9K
|
658
$209K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-67- 5.23% |
$10K - $11.9K
|
1.21K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-68- 3.64% |
$10.1K - $12.1K
|
1.8K
$572K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-70- 0.39% |
$10.4K - $12.5K
|
17.8K
$5.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-70- 0.61% |
$10.4K - $12.5K
|
11.5K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-71- 0.35% |
$10.6K - $12.6K
|
20.4K
$6.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-72- 4.7% |
$10.7K - $12.8K
|
1.46K
$464K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-73- 3.65% |
$10.9K - $13K
|
1.93K
$612K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-74- 0.43% |
$11K - $13.2K
|
16.9K
$5.38M
|