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
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.74K+ 13.49% |
$1M - $1.2M
|
56.7K
$18.3M
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6.71KNew |
$1M - $1.19M
|
6.71K
$2.16M
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
6.64K+ 90.76% |
$991K - $1.18M
|
14K
$4.5M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.46K+ 219.93% |
$963K - $1.15M
|
9.39K
$3.03M
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
6.4K+ 38.79% |
$955K - $1.14M
|
22.9K
$7.38M
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.4KNew |
$955K - $1.14M
|
6.4K
$2.06M
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$940K - $1.12M
|
6.3K
$2.03M
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
6.3KNew |
$940K - $1.12M
|
6.3K
$2.03M
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
6.1K+ 3.24% |
$909K - $1.09M
|
194K
$62.6M
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6K+ 5.31% |
$895K - $1.07M
|
119K
$38.3M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
5.88K+ 367.63% |
$878K - $1.05M
|
7.48K
$2.41M
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.85KNew |
$873K - $1.04M
|
5.85K
$1.89M
|
|
Nov 07, 2023
Q3 2023
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
5.75K+ 1.18% |
$858K - $1.02M
|
495K
$160M
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
5.75K+ 21.96% |
$858K - $1.02M
|
31.9K
$10.3M
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
5.74K+ 11.33% |
$856K - $1.02M
|
56.3K
$18.2M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
5.6KNew |
$836K - $998K
|
5.6K
$1.81M
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
5.6K+ 1.85% |
$835K - $997K
|
309K
$99.6M
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.59K+ 1.9% |
$833K - $994K
|
300K
$96.7M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Grove Capital, LLC
Palo Alto, CA |
BUY
|
- |
5.58K+ 11.0% |
$833K - $994K
|
56.3K
$18.2M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.5K+ 53.46% |
$820K - $978K
|
15.8K
$5.08M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.46K+ 4.42% |
$815K - $972K
|
129K
$41.5M
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
5.44KNew |
$812K - $969K
|
5.44K
$1.75M
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
5.43K+ 3.51% |
$810K - $966K
|
160K
$51.6M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5.36KNew |
$800K - $955K
|
5.36K
$1.73M
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.32K+ 3.35% |
$793K - $947K
|
164K
$52.9M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.31K+ 44.03% |
$792K - $946K
|
17.4K
$5.6M
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
5.3K+ 3.52% |
$791K - $944K
|
156K
$50.3M
|
|
Nov 13, 2023
Q3 2023
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
5.29K+ 9.62% |
$789K - $942K
|
60.3K
$19.4M
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.28KNew |
$788K - $940K
|
5.28K
$1.7M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
5.27K+ 13.32% |
$786K - $938K
|
44.8K
$14.4M
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
5.25K+ 250.0% |
$783K - $935K
|
7.35K
$2.37M
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.24K+ 22.35% |
$782K - $933K
|
28.7K
$9.25M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.21K+ 22.2% |
$778K - $928K
|
28.7K
$9.25M
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.21K+ 4.22% |
$777K - $927K
|
129K
$41.5M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.18K+ 17.17% |
$773K - $923K
|
35.4K
$11.4M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.18K+ 11.96% |
$773K - $923K
|
48.5K
$15.6M
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.12K+ 1.98% |
$763K - $911K
|
264K
$85M
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.11K+ 0.93% |
$762K - $909K
|
551K
$178M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.06KNew |
$754K - $900K
|
5.06K
$1.63M
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
5K+ 9.09% |
$746K - $890K
|
60K
$19.3M
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
4.99K+ 2.69% |
$745K - $889K
|
190K
$61.4M
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
4.95K+ 31.66% |
$738K - $881K
|
20.6K
$6.63M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.91K+ 1.43% |
$732K - $874K
|
348K
$112M
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.88KNew |
$728K - $869K
|
4.88K
$1.57M
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4.86KNew |
$725K - $866K
|
4.86K
$1.57M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.75KNew |
$709K - $846K
|
4.75K
$1.53M
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
4.73KNew |
$706K - $842K
|
4.73K
$1.52M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.71K+ 9.86% |
$703K - $839K
|
52.5K
$16.9M
|
|
Nov 14, 2023
Q3 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
4.63K+ 67.84% |
$690K - $824K
|
11.5K
$3.69M
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
4.6K+ 10.93% |
$686K - $818K
|
46.7K
$15M
|