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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
4.57K+ 3.96% |
$682K - $814K
|
120K
$38.1M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.57K+ 9.82% |
$682K - $814K
|
51.2K
$16.2M
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.57K+ 7.25% |
$681K - $813K
|
67.5K
$21.4M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.51K+ 6.37% |
$672K - $802K
|
75.3K
$23.9M
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
4.47K+ 0.99% |
$667K - $795K
|
454K
$144M
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
4.44K+ 16.91% |
$663K - $791K
|
30.7K
$9.76M
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.44K+ 2.33% |
$663K - $791K
|
195K
$62M
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
4.39KNew |
$654K - $781K
|
4.39K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
4.33K+ 5.38% |
$646K - $771K
|
84.8K
$26.9M
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4.32KNew |
$645K - $770K
|
4.32K
$1.37M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.31K+ 10.62% |
$643K - $767K
|
44.9K
$14.2M
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
4.31KNew |
$642K - $766K
|
4.31K
$1.37M
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.27K+ 7.83% |
$636K - $759K
|
58.7K
$18.6M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.26K+ 108.5% |
$636K - $759K
|
8.19K
$2.6M
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.22KNew |
$629K - $751K
|
4.22K
$1.34M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.21K+ 11.74% |
$629K - $750K
|
40.1K
$12.7M
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
4.16KNew |
$620K - $740K
|
4.16K
$1.32M
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.13K+ 11.92% |
$615K - $734K
|
38.7K
$12.3M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.12K+ 31.31% |
$615K - $734K
|
17.3K
$5.49M
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
4.11K+ 25.47% |
$613K - $731K
|
20.2K
$6.42M
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.05KNew |
$604K - $721K
|
4.05K
$1.29M
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
4K+ 11.25% |
$597K - $712K
|
39.5K
$12.6M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.98K+ 15.19% |
$594K - $709K
|
30.2K
$9.59M
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.89KNew |
$581K - $693K
|
3.89K
$1.24M
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
3.84K+ 3.16% |
$573K - $684K
|
125K
$39.8M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.79K+ 92.71% |
$566K - $675K
|
7.88K
$2.5M
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.71K+ 30.26% |
$553K - $660K
|
16K
$5.07M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.66K+ 8.02% |
$546K - $652K
|
49.3K
$15.6M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.66K+ 1.82% |
$546K - $651K
|
204K
$64.8M
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.62K+ 18.91% |
$540K - $644K
|
22.8K
$7.22M
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.59K+ 10.57% |
$536K - $640K
|
37.6K
$11.9M
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
3.54K+ 55.61% |
$527K - $629K
|
9.89K
$3.14M
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.51K+ 7.4% |
$524K - $625K
|
50.9K
$16.2M
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
3.5K+ 4.47% |
$521K - $622K
|
81.7K
$25.9M
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.49K+ 19.54% |
$521K - $622K
|
21.4K
$6.78M
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
3.47K+ 21.78% |
$518K - $618K
|
19.4K
$6.16M
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.46K+ 3.43% |
$516K - $616K
|
104K
$33.1M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.42K+ 5.0% |
$511K - $610K
|
71.9K
$22.8M
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
3.4KNew |
$507K - $605K
|
3.4K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.4K+ 22.34% |
$507K - $605K
|
18.6K
$5.91M
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
3.39K+ 0.98% |
$505K - $603K
|
347K
$110M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.38KNew |
$504K - $601K
|
3.38K
$1.07M
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.33K+ 7.41% |
$497K - $593K
|
48.2K
$15.3M
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
3.28K+ 17.57% |
$489K - $584K
|
22K
$6.97M
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.25KNew |
$485K - $579K
|
3.25K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.2KNew |
$477K - $569K
|
3.2K
$1.01M
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.19K+ 0.94% |
$476K - $568K
|
342K
$109M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.19K+ 3.83% |
$476K - $568K
|
86.5K
$27.5M
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.16K+ 0.48% |
$472K - $563K
|
662K
$210M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.05K+ 12.9% |
$455K - $543K
|
26.7K
$8.47M
|