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 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.01K+ 76.63% |
$450K - $536K
|
6.95K
$2.2M
|
|
Nov 14, 2023
Q3 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.98KNew |
$444K - $530K
|
2.98K
$946K
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.96K+ 9.45% |
$441K - $526K
|
34.2K
$10.9M
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.93KNew |
$437K - $522K
|
2.93K
$930K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.89K+ 10.37% |
$431K - $515K
|
30.8K
$9.77M
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
2.88K+ 142.65% |
$430K - $513K
|
4.9K
$1.56M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.88K+ 56.86% |
$430K - $513K
|
7.95K
$2.52M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.83K+ 90.51% |
$422K - $504K
|
5.96K
$1.89M
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.83K+ 2.63% |
$422K - $504K
|
110K
$35M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.83K+ 52.16% |
$422K - $503K
|
8.24K
$2.62M
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 7.32% |
$414K - $494K
|
40.7K
$12.9M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.74K+ 30.87% |
$409K - $488K
|
11.6K
$3.69M
|
|
Nov 14, 2023
Q3 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
2.74K+ 3.64% |
$409K - $488K
|
78K
$24.8M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2.73KNew |
$407K - $486K
|
2.73K
$867K
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.72KNew |
$406K - $485K
|
2.72K
$864K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.72K+ 1.53% |
$406K - $484K
|
181K
$57.3M
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.72KNew |
$406K - $484K
|
2.72K
$864K
|
|
Nov 13, 2023
Q3 2023
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
2.7KNew |
$403K - $481K
|
2.7K
$857K
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
2.7K+ 10.37% |
$402K - $480K
|
28.7K
$9.11M
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
BUY
|
- |
2.65K+ 63.86% |
$395K - $472K
|
6.8K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.6KNew |
$388K - $464K
|
2.6K
$827K
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.59KNew |
$386K - $461K
|
2.59K
$822K
|
|
Nov 01, 2023
Q3 2023
|
Jlb & Associates Inc
|
BUY
|
- |
2.57K+ 57.75% |
$383K - $458K
|
7.02K
$2.23M
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.57KNew |
$383K - $457K
|
2.57K
$816K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.55K+ 6.1% |
$381K - $455K
|
44.4K
$14.1M
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.55K+ 30.79% |
$380K - $454K
|
10.8K
$3.44M
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.51K+ 18.84% |
$374K - $447K
|
15.8K
$5.02M
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
2.49K+ 13.56% |
$371K - $443K
|
20.8K
$6.61M
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
2.47K+ 129.76% |
$369K - $440K
|
4.38K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.46KNew |
$367K - $438K
|
2.46K
$780K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.45KNew |
$366K - $436K
|
2.45K
$778K
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
2.45K+ 0.98% |
$365K - $436K
|
253K
$80.3M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.44K+ 1213.93% |
$364K - $434K
|
2.64K
$838K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
2.44K+ 58.92% |
$363K - $434K
|
6.57K
$2.09M
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
2.42K+ 65.93% |
$360K - $430K
|
6.08K
$1.93M
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.41K+ 3.48% |
$360K - $429K
|
71.6K
$22.7M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.39K+ 32.72% |
$356K - $425K
|
9.68K
$3.07M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.36KNew |
$352K - $420K
|
2.36K
$749K
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 120.55% |
$347K - $414K
|
4.25K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
2.27K+ 0.35% |
$338K - $403K
|
650K
$206M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.25K+ 20.83% |
$336K - $401K
|
13.1K
$4.15M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.24K+ 11.53% |
$334K - $399K
|
21.7K
$6.87M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.2K+ 4.16% |
$328K - $391K
|
55K
$17.5M
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
2.15KNew |
$320K - $382K
|
2.15K
$681K
|
|
Nov 02, 2023
Q3 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.12K+ 58.32% |
$316K - $377K
|
5.75K
$1.82M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.08K+ 4.86% |
$311K - $371K
|
44.9K
$14.3M
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.07K+ 27.39% |
$309K - $369K
|
9.64K
$3.06M
|
|
Oct 24, 2023
Q3 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
2.05K+ 2.71% |
$305K - $364K
|
77.6K
$24.6M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.03K+ 17.94% |
$303K - $361K
|
13.3K
$4.24M
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
2.02KNew |
$301K - $359K
|
2.02K
$641K
|