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
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-112- 3.47% |
$16.7K - $19.9K
|
3.11K
$1.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-114- 1.19% |
$17K - $20.3K
|
9.47K
$3.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-115- 2.66% |
$17.2K - $20.5K
|
4.2K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-115- 0.24% |
$17.2K - $20.5K
|
48.3K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-116- 7.03% |
$17.3K - $20.7K
|
1.54K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-118- 1.11% |
$17.6K - $21K
|
10.5K
$3.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-120- 1.82% |
$17.9K - $21.4K
|
6.46K
$2.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-121- 0.07% |
$18.1K - $21.5K
|
163K
$53.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-122Closed |
$18.2K - $21.7K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-123- 1.88% |
$18.4K - $21.9K
|
6.43K
$2.1M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-123- 0.32% |
$18.4K - $21.9K
|
38.2K
$12.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-124- 0.37% |
$18.5K - $22.1K
|
33.1K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-125- 5.73% |
$18.6K - $22.3K
|
2.06K
$670K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-125- 4.66% |
$18.6K - $22.3K
|
2.56K
$833K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-131- 87.33% |
$19.5K - $23.3K
|
19
$6.19K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-131- 2.14% |
$19.5K - $23.3K
|
6K
$1.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-135- 1.06% |
$20.1K - $24K
|
12.6K
$4.11M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-136- 6.38% |
$20.3K - $24.2K
|
2K
$650K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-137- 0.97% |
$20.4K - $24.4K
|
13.9K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-140- 0.55% |
$20.9K - $24.9K
|
25.1K
$8.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-145- 1.16% |
$21.6K - $25.8K
|
12.4K
$4.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-145- 0.72% |
$21.6K - $25.8K
|
20.1K
$6.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-149- 1.56% |
$22.2K - $26.5K
|
9.4K
$3.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-150- 0.31% |
$22.4K - $26.7K
|
48.2K
$15.7M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-150- 7.34% |
$22.4K - $26.7K
|
1.89K
$617K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-150- 6.5% |
$22.4K - $26.7K
|
2.16K
$703K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-152- 5.82% |
$22.7K - $27.1K
|
2.46K
$802K
|
|
|
Nov 13, 2023
Q3 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-152- 0.27% |
$22.7K - $27.1K
|
55.5K
$18.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-153- 7.13% |
$22.8K - $27.2K
|
1.99K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-155- 0.12% |
$23.1K - $27.6K
|
132K
$42.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-155- 89.08% |
$23.1K - $27.6K
|
19
$6.19K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-159- 15.19% |
$23.7K - $28.3K
|
888
$289K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-163- 91.06% |
$24.3K - $29K
|
16
$5.21K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-169- 0.25% |
$25.2K - $30.1K
|
68K
$22.2M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-170- 0.85% |
$25.4K - $30.3K
|
19.8K
$6.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-170- 1.3% |
$25.4K - $30.3K
|
12.9K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-170- 2.13% |
$25.4K - $30.3K
|
7.83K
$2.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-171- 5.16% |
$25.5K - $30.4K
|
3.15K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-171- 4.14% |
$25.5K - $30.4K
|
3.96K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Valueworks LLC
New York, NY |
SELL
|
- |
-174- 1.42% |
$26K - $31K
|
12K
$3.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-177- 2.04% |
$26.4K - $31.5K
|
8.5K
$2.77M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-177- 2.54% |
$26.4K - $31.5K
|
6.8K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-180- 4.43% |
$26.9K - $32K
|
3.88K
$1.27M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-183- 1.41% |
$27.3K - $32.6K
|
12.8K
$4.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-184- 3.77% |
$27.5K - $32.8K
|
4.69K
$1.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-184- 4.33% |
$27.5K - $32.8K
|
4.06K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-184- 1.04% |
$27.5K - $32.8K
|
17.6K
$5.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-185- 6.75% |
$27.6K - $32.9K
|
2.56K
$833K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-190- 0.56% |
$28.3K - $33.8K
|
33.9K
$11.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-192- 20.21% |
$28.6K - $34.2K
|
758
$247K
|