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 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
320+ 2.79% |
$50.8K - $63.5K
|
11.8K
$3.13M
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
316New |
$50.2K - $62.7K
|
316
$83.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
315+ 12.5% |
$50K - $62.5K
|
2.84K
$753K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
309+ 4.08% |
$49.1K - $61.3K
|
7.88K
$2.09M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
304+ 7.28% |
$48.3K - $60.3K
|
4.48K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
303+ 37.22% |
$48.1K - $60.1K
|
1.12K
$297K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
302+ 5.97% |
$47.9K - $59.9K
|
5.36K
$1.42M
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
301+ 17.52% |
$47.8K - $59.7K
|
2.02K
$536K
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
300+ 18.35% |
$47.6K - $59.5K
|
1.94K
$514K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
300+ 3.73% |
$47.6K - $59.5K
|
8.34K
$2.21M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
300+ 4.5% |
$47.6K - $59.5K
|
6.96K
$1.85M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
299+ 49.83% |
$47.5K - $59.3K
|
899
$239K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
296+ 0.47% |
$47K - $58.7K
|
62.9K
$16.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
288New |
$45.7K - $57.1K
|
288
$76.5K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
284+ 6.36% |
$45.1K - $56.3K
|
4.75K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
282New |
$44.8K - $55.9K
|
282
$74.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
280+ 7.19% |
$44.4K - $55.5K
|
4.18K
$1.11M
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
280+ 0.84% |
$44.4K - $55.5K
|
33.7K
$8.95M
|
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
272+ 4.97% |
$43.2K - $54K
|
5.75K
$1.53M
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
BUY
|
- |
271+ 1.5% |
$43K - $53.8K
|
18.3K
$4.87M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
271+ 13.63% |
$43K - $53.8K
|
2.26K
$600K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
263+ 7.0% |
$41.7K - $52.2K
|
4.02K
$1.07M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
259+ 17.18% |
$41.1K - $51.4K
|
1.77K
$469K
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
255+ 10.85% |
$40.5K - $50.6K
|
2.61K
$692K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
250+ 12.4% |
$39.7K - $49.6K
|
2.27K
$602K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
250New |
$39.7K - $49.6K
|
250
$66.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
247+ 4.23% |
$39.2K - $49K
|
6.08K
$1.61M
|
|
|
May 12, 2022
Q1 2022
|
Sycomore Asset Management
|
BUY
|
- |
245+ 42.91% |
$38.9K - $48.6K
|
816
$217K
|
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
244+ 0.81% |
$38.7K - $48.4K
|
30.4K
$8.07M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
244+ 3.87% |
$38.7K - $48.4K
|
6.55K
$1.74M
|
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
243+ 2.43% |
$38.6K - $48.2K
|
10.2K
$2.72M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
241+ 10.27% |
$38.3K - $47.8K
|
2.59K
$687K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
240+ 23.67% |
$38.1K - $47.6K
|
1.25K
$333K
|
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
BUY
|
- |
239+ 6.12% |
$37.9K - $47.4K
|
4.15K
$1.1M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
234+ 5.93% |
$37.1K - $46.4K
|
4.18K
$1.11M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
233+ 1.97% |
$37K - $46.2K
|
12.1K
$3.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
230+ 0.6% |
$36.5K - $45.6K
|
38.7K
$10.3M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
228+ 10.31% |
$36.2K - $45.2K
|
2.44K
$648K
|
|
|
May 02, 2022
Q1 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
217+ 8.83% |
$34.4K - $43K
|
2.67K
$710K
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
210+ 0.35% |
$33.3K - $41.7K
|
60.5K
$16.1M
|
|
|
Jun 15, 2022
Q1 2022
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
210+ 0.72% |
$33.3K - $41.7K
|
29.2K
$7.76M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
207+ 2.44% |
$32.9K - $41.1K
|
8.69K
$2.31M
|
|
|
Apr 20, 2022
Q1 2022
|
Profit Investment Management, LLC
|
BUY
|
- |
207+ 4.46% |
$32.9K - $41.1K
|
4.85K
$1.29M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
205+ 4.33% |
$32.5K - $40.7K
|
4.94K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
203+ 2.74% |
$32.2K - $40.3K
|
7.62K
$2.02M
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
203+ 63.04% |
$32.2K - $40.3K
|
525
$139K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
201+ 12.06% |
$31.9K - $39.9K
|
1.87K
$496K
|
|
|
May 16, 2022
Q1 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
201+ 12.09% |
$31.9K - $39.9K
|
1.86K
$495K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200+ 1176.47% |
$31.7K - $39.7K
|
217
$57.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
200New |
$31.7K - $39.7K
|
200
$53.1K
|