Purchases and Sales Made in Q1 2022 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-899- 4.59% |
$143K - $178K
|
18.7K
$4.98M
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-900- 28.42% |
$143K - $179K
|
2.27K
$604K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-909- 2.09% |
$144K - $180K
|
42.5K
$11.3M
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-911- 8.48% |
$145K - $181K
|
9.83K
$2.62M
|
|
May 16, 2022
Q1 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-915- 7.34% |
$145K - $182K
|
11.5K
$3.08M
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-934- 40.86% |
$148K - $185K
|
1.35K
$360K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-954- 5.0% |
$151K - $189K
|
18.1K
$4.83M
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-962- 2.71% |
$153K - $191K
|
34.5K
$9.19M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-966- 3.16% |
$153K - $192K
|
29.6K
$7.89M
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-972- 17.7% |
$154K - $193K
|
4.52K
$1.2M
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-973- 29.62% |
$154K - $193K
|
2.31K
$616K
|
|
Apr 07, 2022
Q1 2022
|
Woodstock Corp
|
SELL
|
- |
-975- 9.29% |
$155K - $193K
|
9.52K
$2.53M
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-986- 19.34% |
$157K - $196K
|
4.11K
$1.1M
|
|
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-991- 11.49% |
$157K - $197K
|
7.63K
$2.03M
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-996- 38.18% |
$158K - $198K
|
1.61K
$430K
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1K- 5.56% |
$159K - $198K
|
17K
$4.52M
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 34.53% |
$159K - $198K
|
1.9K
$505K
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1K- 2.26% |
$159K - $199K
|
43.3K
$11.5M
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
SELL
|
- |
-1.01K- 25.45% |
$160K - $200K
|
2.96K
$788K
|
|
May 17, 2022
Q1 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.01K- 12.17% |
$160K - $200K
|
7.29K
$1.94M
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.01K- 22.22% |
$161K - $201K
|
3.55K
$944K
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.03K- 3.16% |
$164K - $205K
|
31.6K
$8.41M
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.03K- 1.08% |
$164K - $205K
|
95K
$25.3M
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-1.04K- 18.09% |
$165K - $206K
|
4.7K
$1.25M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.05K- 16.2% |
$166K - $208K
|
5.41K
$1.44M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 3.21% |
$173K - $216K
|
32.8K
$8.75M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 44.08% |
$175K - $219K
|
1.4K
$374K
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.11K- 6.72% |
$176K - $220K
|
15.4K
$4.1M
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.13K- 41.85% |
$179K - $223K
|
1.56K
$416K
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.14K- 0.56% |
$181K - $227K
|
202K
$53.9M
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.15K- 4.16% |
$183K - $228K
|
26.5K
$7.06M
|
|
May 04, 2022
Q1 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.18K- 21.98% |
$188K - $235K
|
4.2K
$1.12M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.2K- 37.12% |
$190K - $238K
|
2.03K
$542K
|
|
May 06, 2022
Q1 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.21K- 27.81% |
$192K - $240K
|
3.14K
$836K
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.22K- 4.04% |
$194K - $242K
|
29K
$7.72M
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.23K- 6.79% |
$195K - $243K
|
16.8K
$4.49M
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.23KClosed |
$195K - $243K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-1.23KClosed |
$196K - $245K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.24K- 26.13% |
$196K - $245K
|
3.49K
$931K
|
|
May 16, 2022
Q1 2022
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-1.24KClosed |
$197K - $246K
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.24KClosed |
$197K - $246K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.25KClosed |
$198K - $248K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-1.26KClosed |
$200K - $249K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-1.26K- 5.99% |
$201K - $251K
|
19.8K
$5.28M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.27K- 5.44% |
$201K - $252K
|
22.1K
$5.88M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-1.27K- 10.08% |
$202K - $252K
|
11.4K
$3.02M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.3K- 6.88% |
$206K - $257K
|
17.5K
$4.67M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.3KClosed |
$206K - $257K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.32K- 6.31% |
$209K - $261K
|
19.5K
$5.21M
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.32KClosed |
$209K - $262K
|
0
$0
|