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 |
---|---|---|---|---|---|---|---|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
984+ 67.17% |
$156K - $195K
|
2.45K
$650K
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
984+ 254.26% |
$156K - $195K
|
1.37K
$364K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
978+ 8.45% |
$155K - $194K
|
12.5K
$3.33M
|
|
Apr 11, 2022
Q1 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
948+ 3.66% |
$150K - $188K
|
26.8K
$7.12M
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
912+ 171.43% |
$145K - $181K
|
1.44K
$383K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
912New |
$145K - $181K
|
912
$242K
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
905New |
$144K - $180K
|
905
$240K
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
869+ 47.41% |
$138K - $172K
|
2.7K
$717K
|
|
Apr 08, 2022
Q1 2022
|
Jlb & Associates Inc
|
BUY
|
- |
853+ 50.06% |
$135K - $169K
|
2.56K
$679K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
840+ 23.23% |
$133K - $167K
|
4.46K
$1.18M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
825+ 12.41% |
$131K - $164K
|
7.47K
$1.98M
|
|
May 12, 2022
Q1 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
823+ 1.24% |
$131K - $163K
|
67K
$17.8M
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
BUY
|
- |
792+ 27.99% |
$126K - $157K
|
3.62K
$962K
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
783+ 151.45% |
$124K - $155K
|
1.3K
$345K
|
|
May 16, 2022
Q1 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
782+ 5.11% |
$124K - $155K
|
16.1K
$4.27M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
765New |
$121K - $152K
|
765
$203K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
753+ 4.47% |
$120K - $149K
|
17.6K
$4.67M
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
750+ 15.14% |
$119K - $149K
|
5.71K
$1.51M
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
748+ 1.42% |
$119K - $148K
|
53.2K
$14.1M
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
BUY
|
- |
723+ 3.03% |
$115K - $143K
|
24.6K
$6.53M
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
711New |
$113K - $141K
|
711
$189K
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
709+ 1.84% |
$113K - $141K
|
39.2K
$10.4M
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
695+ 4.67% |
$110K - $138K
|
15.6K
$4.13M
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
695+ 9.41% |
$110K - $138K
|
8.08K
$2.15M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
687+ 3.16% |
$109K - $136K
|
22.4K
$5.95M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
669+ 9.56% |
$106K - $133K
|
7.66K
$2.03M
|
|
Apr 22, 2022
Q1 2022
|
Wright Investors Service Inc
|
BUY
|
- |
662+ 5.98% |
$105K - $131K
|
11.7K
$3.12M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
661+ 9.82% |
$105K - $131K
|
7.39K
$1.96M
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
650+ 4.75% |
$103K - $129K
|
14.3K
$3.81M
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
BUY
|
- |
648+ 22.22% |
$103K - $129K
|
3.56K
$946K
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
647+ 4.15% |
$103K - $128K
|
16.2K
$4.31M
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
638+ 207.14% |
$101K - $127K
|
946
$251K
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
637+ 5.13% |
$101K - $126K
|
13.1K
$3.47M
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
625+ 1.51% |
$99.2K - $124K
|
41.9K
$11.1M
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
615+ 28.85% |
$97.6K - $122K
|
2.75K
$729K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
607+ 4.81% |
$96.4K - $120K
|
13.2K
$3.51M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
602+ 1.75% |
$95.6K - $119K
|
35K
$9.3M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
589+ 20.03% |
$93.5K - $117K
|
3.53K
$937K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
583+ 0.41% |
$92.5K - $116K
|
144K
$38.2M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
581+ 6.3% |
$92.2K - $115K
|
9.8K
$2.6M
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
581+ 8.99% |
$92.2K - $115K
|
7.04K
$1.87M
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
569+ 0.18% |
$90.3K - $113K
|
323K
$85.7M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
563+ 2.16% |
$89.4K - $112K
|
26.6K
$7.06M
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
560+ 13.01% |
$88.9K - $111K
|
4.86K
$1.29M
|
|
Apr 14, 2023
Q1 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
560+ 12.43% |
$88.9K - $111K
|
5.07K
$1.34M
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
555+ 19.17% |
$88.1K - $110K
|
3.45K
$916K
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
554+ 23.46% |
$87.9K - $110K
|
2.92K
$774K
|
|
May 16, 2022
Q1 2022
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
549+ 0.94% |
$87.1K - $109K
|
58.8K
$15.6M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
548+ 2.57% |
$87K - $109K
|
21.9K
$5.81M
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
541+ 7.97% |
$85.9K - $107K
|
7.33K
$1.94M
|