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
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
538+ 6.86% |
$85.4K - $107K
|
8.38K
$2.22M
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
537+ 1.01% |
$85.2K - $107K
|
53.7K
$14.3M
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
532+ 28.3% |
$84.4K - $106K
|
2.41K
$640K
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
529+ 5.59% |
$84K - $105K
|
9.99K
$2.65M
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
529+ 2.72% |
$84K - $105K
|
20K
$5.31M
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
528+ 131.67% |
$83.8K - $105K
|
929
$247K
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
527+ 7.02% |
$83.7K - $105K
|
8.03K
$2.13M
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
512+ 5.03% |
$81.3K - $102K
|
10.7K
$2.84M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
500+ 24.37% |
$79.4K - $99.2K
|
2.55K
$678K
|
|
Apr 27, 2022
Q1 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
500+ 35.71% |
$79.4K - $99.2K
|
1.9K
$504K
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
500+ 10.38% |
$79.4K - $99.2K
|
5.32K
$1.41M
|
|
May 09, 2022
Q1 2022
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
500+ 0.46% |
$79.4K - $99.2K
|
108K
$28.7M
|
|
Apr 11, 2022
Q1 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
496+ 2.83% |
$78.7K - $98.4K
|
18K
$4.79M
|
|
Apr 25, 2022
Q1 2022
|
Tobam
|
BUY
|
- |
491+ 42.99% |
$77.9K - $97.4K
|
1.63K
$434K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
484+ 50.42% |
$76.8K - $96K
|
1.44K
$383K
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
480New |
$76.2K - $95.2K
|
480
$127K
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
479+ 24.22% |
$76K - $95K
|
2.46K
$652K
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
465+ 11.76% |
$73.8K - $92.2K
|
4.42K
$1.17M
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
459+ 26.84% |
$72.9K - $91.1K
|
2.17K
$576K
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
453+ 268.05% |
$71.9K - $89.9K
|
622
$165K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
448+ 3.65% |
$71.1K - $88.9K
|
12.7K
$3.38M
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
446+ 4.7% |
$70.8K - $88.5K
|
9.93K
$2.64M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
446+ 3.93% |
$70.8K - $88.5K
|
11.8K
$3.13M
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
440+ 9.57% |
$69.8K - $87.3K
|
5.04K
$1.34M
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
435+ 20.36% |
$69.1K - $86.3K
|
2.57K
$683K
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
434+ 1276.47% |
$68.9K - $86.1K
|
468
$124K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
429+ 1.75% |
$68.1K - $85.1K
|
24.9K
$6.61M
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
421+ 3.81% |
$66.8K - $83.5K
|
11.5K
$3.05M
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
420+ 2.47% |
$66.7K - $83.3K
|
17.4K
$4.63M
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
418+ 6.15% |
$66.4K - $82.9K
|
7.21K
$1.91M
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
415+ 1.35% |
$65.9K - $82.3K
|
31.1K
$8.24M
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
413+ 13.18% |
$65.6K - $81.9K
|
3.55K
$942K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
411+ 20.66% |
$65.2K - $81.5K
|
2.4K
$637K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
409+ 1.11% |
$64.9K - $81.1K
|
37.1K
$9.86M
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
408+ 1.58% |
$64.8K - $80.9K
|
26.3K
$6.98M
|
|
May 05, 2022
Q1 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
400+ 6.78% |
$63.5K - $79.4K
|
6.3K
$1.67M
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
395+ 15.04% |
$62.7K - $78.4K
|
3.02K
$802K
|
|
Jan 23, 2024
Q1 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
395+ 3.93% |
$62.7K - $78.4K
|
10.5K
$2.77M
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
381+ 4.64% |
$60.5K - $75.6K
|
8.59K
$2.28M
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
377+ 8.07% |
$59.8K - $74.8K
|
5.05K
$1.34M
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
376+ 7.6% |
$59.7K - $74.6K
|
5.32K
$1.41M
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
376+ 6.95% |
$59.7K - $74.6K
|
5.79K
$1.54M
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
365+ 9.64% |
$57.9K - $72.4K
|
4.15K
$1.1M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
363+ 15.06% |
$57.6K - $72K
|
2.77K
$736K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
350+ 10.22% |
$55.6K - $69.4K
|
3.78K
$1M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
347+ 10.36% |
$55.1K - $68.8K
|
3.7K
$982K
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
335+ 11.92% |
$53.2K - $66.5K
|
3.15K
$835K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
334+ 14.22% |
$53K - $66.3K
|
2.68K
$712K
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
333+ 5.52% |
$52.9K - $66.1K
|
6.37K
$1.69M
|
|
May 16, 2022
Q1 2022
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
325+ 0.47% |
$51.6K - $64.5K
|
68.9K
$18.3M
|