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 16, 2022
Q1 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.19KNew |
$188K - $235K
|
1.19K
$352K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.18KNew |
$188K - $234K
|
1.18K
$352K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.18K+ 15.4% |
$187K - $234K
|
8.85K
$2.63M
|
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.18KNew |
$187K - $233K
|
1.18K
$349K
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
1.18KNew |
$187K - $233K
|
1.18K
$349K
|
|
|
May 02, 2022
Q1 2022
|
Montgomery Investment Management Inc
|
BUY
|
- |
1.18KNew |
$187K - $233K
|
1.18K
$349K
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
1.17KNew |
$185K - $231K
|
1.17K
$347K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$184K - $230K
|
1.16K
$345K
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.16K+ 5.38% |
$184K - $229K
|
22.6K
$6.74M
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 17.39% |
$183K - $229K
|
7.78K
$2.31M
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$182K - $228K
|
1.15K
$341K
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.14KNew |
$181K - $227K
|
1.14K
$340K
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.14KNew |
$181K - $227K
|
1.14K
$340K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.14KNew |
$180K - $225K
|
1.14K
$338K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.13KNew |
$180K - $225K
|
1.13K
$337K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.13K+ 14.43% |
$180K - $225K
|
8.98K
$2.67M
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.13KNew |
$180K - $224K
|
1.13K
$336K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 12.99% |
$179K - $224K
|
9.82K
$2.92M
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.12KNew |
$178K - $222K
|
1.12K
$333K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.11K+ 57.91% |
$177K - $221K
|
3.04K
$903K
|
|
|
May 09, 2022
Q1 2022
|
Parthenon LLC
|
BUY
|
- |
1.11K+ 1.79% |
$176K - $220K
|
63.1K
$18.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Chickasaw Capital Management LLC
|
BUY
|
- |
1.11KNew |
$175K - $219K
|
1.11K
$329K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.1KNew |
$175K - $219K
|
1.1K
$328K
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.1KNew |
$175K - $219K
|
1.1K
$328K
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
1.1KNew |
$175K - $218K
|
1.1K
$327K
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.1K+ 4.3% |
$175K - $218K
|
26.7K
$7.94M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.1KNew |
$174K - $218K
|
1.1K
$327K
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
1.1K+ 4.28% |
$174K - $218K
|
26.7K
$7.95M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
BUY
|
- |
1.1KNew |
$174K - $218K
|
1.1K
$326K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.09KNew |
$174K - $217K
|
1.09K
$325K
|
|
|
May 11, 2022
Q1 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.09K+ 25.59% |
$173K - $216K
|
5.36K
$1.59M
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.09KNew |
$173K - $216K
|
1.09K
$324K
|
|
|
May 02, 2022
Q1 2022
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1.09K+ 3.15% |
$173K - $216K
|
35.6K
$10.6M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.09K+ 21.24% |
$172K - $215K
|
6.2K
$1.84M
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.08KNew |
$171K - $213K
|
1.08K
$320K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.08KNew |
$171K - $213K
|
1.08K
$320K
|
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.08KNew |
$171K - $213K
|
1.08K
$320K
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.07KNew |
$170K - $213K
|
1.07K
$319K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.07K+ 23.46% |
$170K - $212K
|
5.63K
$1.67M
|
|
|
May 03, 2022
Q1 2022
|
Founders Capital Management, LLC
|
BUY
|
- |
1.06K+ 1.43% |
$169K - $211K
|
75.3K
$22.4M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.06K+ 29.96% |
$169K - $211K
|
4.61K
$1.37M
|
|
|
Apr 14, 2022
Q1 2022
|
Unigestion Holding Sa
|
BUY
|
- |
1.06KNew |
$168K - $209K
|
1.06K
$314K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
1.03K+ 23.17% |
$164K - $205K
|
5.5K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.03K+ 9.29% |
$164K - $205K
|
12.1K
$3.61M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.02K+ 18.19% |
$161K - $202K
|
6.61K
$1.97M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.02K+ 18.19% |
$161K - $202K
|
6.61K
$1.97M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.02K+ 5.02% |
$161K - $202K
|
21.2K
$6.32M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.01K+ 3.13% |
$160K - $200K
|
33.3K
$9.89M
|
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1KNew |
$159K - $198K
|
1K
$297K
|
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
998+ 21.03% |
$158K - $198K
|
5.74K
$1.71M
|