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 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-699- 2.62% |
$104K - $124K
|
26K
$8.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-704- 1.91% |
$105K - $125K
|
36.1K
$11.5M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-715- 8.05% |
$107K - $127K
|
8.17K
$2.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-720- 4.37% |
$107K - $128K
|
15.8K
$5.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-730- 7.03% |
$109K - $130K
|
9.66K
$3.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-733- 2.99% |
$109K - $131K
|
23.7K
$7.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-746- 18.09% |
$111K - $133K
|
3.38K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-748- 4.93% |
$112K - $133K
|
14.4K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-762- 18.83% |
$114K - $136K
|
3.28K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-768- 6.48% |
$115K - $137K
|
11.1K
$3.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-770- 0.84% |
$115K - $137K
|
90.4K
$28.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-772- 2.83% |
$115K - $137K
|
26.5K
$8.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-784- 7.56% |
$117K - $140K
|
9.59K
$3.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-785- 4.07% |
$117K - $140K
|
18.5K
$5.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 2.17% |
$119K - $142K
|
36K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-805- 32.72% |
$120K - $143K
|
1.66K
$525K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-811- 0.33% |
$121K - $144K
|
246K
$78M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-816- 11.31% |
$122K - $145K
|
6.4K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-828- 1.45% |
$124K - $147K
|
56.4K
$17.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-831- 3.89% |
$124K - $148K
|
20.5K
$6.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-860- 16.89% |
$128K - $153K
|
4.23K
$1.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-862- 5.87% |
$129K - $153K
|
13.8K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-928- 0.19% |
$138K - $165K
|
490K
$156M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-931- 10.86% |
$139K - $166K
|
7.64K
$2.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-936- 1.93% |
$140K - $167K
|
47.5K
$15.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-958- 7.97% |
$143K - $171K
|
11.1K
$3.51M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-988- 2.63% |
$147K - $176K
|
36.6K
$11.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-1.01K- 20.61% |
$151K - $181K
|
3.91K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.04K- 8.41% |
$155K - $185K
|
11.3K
$3.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.05K- 5.13% |
$157K - $188K
|
19.5K
$6.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.06K- 6.55% |
$158K - $188K
|
15.1K
$4.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.06K- 0.84% |
$159K - $189K
|
125K
$39.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 1.96% |
$161K - $192K
|
54.2K
$17.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.08K- 3.57% |
$162K - $193K
|
29.3K
$9.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.09K- 2.03% |
$162K - $193K
|
52.3K
$16.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.1K- 3.33% |
$163K - $195K
|
31.8K
$10.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.1K- 9.57% |
$164K - $195K
|
10.4K
$3.29M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.12K- 2.78% |
$167K - $199K
|
39K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.12K- 6.05% |
$167K - $199K
|
17.3K
$5.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.13K- 22.65% |
$169K - $201K
|
3.86K
$1.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.14K- 6.51% |
$169K - $202K
|
16.3K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.14K- 13.66% |
$170K - $202K
|
7.19K
$2.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.15K- 36.46% |
$171K - $204K
|
2K
$633K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.15K- 1.1% |
$171K - $204K
|
104K
$32.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.16K- 87.77% |
$174K - $207K
|
162
$51.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.19K- 5.34% |
$177K - $211K
|
21K
$6.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.19K- 4.97% |
$177K - $211K
|
22.7K
$7.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.19K- 3.71% |
$178K - $213K
|
31K
$9.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.21K- 3.55% |
$180K - $215K
|
32.8K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.21K- 8.8% |
$181K - $216K
|
12.6K
$3.99M
|