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
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
200+ 7.41% |
$31.7K - $39.7K
|
2.9K
$780K
|
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
200+ 1.96% |
$31.7K - $39.7K
|
10.4K
$2.8M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
195+ 4.17% |
$31K - $38.7K
|
4.87K
$1.31M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
193+ 11.05% |
$30.6K - $38.3K
|
1.94K
$522K
|
|
|
May 10, 2022
Q1 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
192+ 1.65% |
$30.5K - $38.1K
|
11.8K
$3.18M
|
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
190+ 5.29% |
$30.2K - $37.7K
|
3.78K
$1.02M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
189+ 12.36% |
$30K - $37.5K
|
1.72K
$462K
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
186+ 6.8% |
$29.5K - $36.9K
|
2.92K
$786K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
183+ 14.04% |
$29K - $36.3K
|
1.49K
$400K
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
183+ 2.08% |
$29K - $36.3K
|
8.97K
$2.41M
|
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
175+ 7.93% |
$27.8K - $34.7K
|
2.38K
$641K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
175New |
$27.8K - $34.7K
|
175
$47.1K
|
|
|
May 09, 2022
Q1 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
175+ 3.86% |
$27.8K - $34.7K
|
4.71K
$1.27M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
175+ 13.78% |
$27.8K - $34.7K
|
1.45K
$389K
|
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
174+ 5.01% |
$27.6K - $34.5K
|
3.65K
$981K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
173+ 303.51% |
$27.5K - $34.3K
|
230
$61.9K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
172+ 0.51% |
$27.3K - $34.1K
|
34K
$9.16M
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
169+ 6.35% |
$26.8K - $33.5K
|
2.83K
$762K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
165+ 3.69% |
$26.2K - $32.7K
|
4.64K
$1.25M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
164+ 2.24% |
$26K - $32.5K
|
7.49K
$2.01M
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
164+ 8.49% |
$26K - $32.5K
|
2.1K
$564K
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
164+ 11.35% |
$26K - $32.5K
|
1.61K
$433K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
163+ 7.09% |
$25.9K - $32.3K
|
2.46K
$662K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
161+ 1.29% |
$25.6K - $31.9K
|
12.6K
$3.4M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
159+ 5.56% |
$25.2K - $31.5K
|
3.02K
$812K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
159+ 1.51% |
$25.2K - $31.5K
|
10.7K
$2.87M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
158+ 1.64% |
$25.1K - $31.3K
|
9.77K
$2.63M
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
154+ 9.3% |
$24.4K - $30.6K
|
1.81K
$487K
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
150New |
$23.8K - $29.8K
|
150
$40.4K
|
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
150+ 9.2% |
$23.8K - $29.8K
|
1.78K
$479K
|
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
150+ 5.5% |
$23.8K - $29.8K
|
2.88K
$774K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
145+ 17.08% |
$23K - $28.8K
|
994
$267K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
140+ 823.53% |
$22.2K - $27.8K
|
157
$42.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
136+ 4.85% |
$21.6K - $27K
|
2.94K
$791K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
136+ 3.12% |
$21.6K - $27K
|
4.49K
$1.21M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
133+ 2.11% |
$21.1K - $26.4K
|
6.44K
$1.73M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
131+ 873.33% |
$20.8K - $26K
|
146
$39.3K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
131+ 6.79% |
$20.8K - $26K
|
2.06K
$554K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
131+ 77.98% |
$20.8K - $26K
|
299
$80.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
128+ 7.07% |
$20.3K - $25.4K
|
1.94K
$521K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
126+ 2.96% |
$20K - $25K
|
4.39K
$1.18M
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
126+ 1.66% |
$20K - $25K
|
7.73K
$2.08M
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
125+ 9.96% |
$19.8K - $24.8K
|
1.38K
$371K
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
124+ 5.05% |
$19.7K - $24.6K
|
2.58K
$694K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
122+ 6100.0% |
$19.4K - $24.2K
|
124
$33.4K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
120+ 9.2% |
$19K - $23.8K
|
1.43K
$383K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
120+ 2.67% |
$19K - $23.8K
|
4.61K
$1.24M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
119+ 0.66% |
$18.9K - $23.6K
|
18.2K
$4.91M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
118+ 7.75% |
$18.7K - $23.4K
|
1.64K
$442K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
117+ 5.7% |
$18.6K - $23.2K
|
2.17K
$583K
|