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 02, 2022
Q1 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
116+ 2.72% |
$18.4K - $23K
|
4.38K
$1.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
115+ 3.22% |
$18.3K - $22.8K
|
3.68K
$991K
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
113+ 2.74% |
$17.9K - $22.4K
|
4.24K
$1.14M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
111+ 5.15% |
$17.6K - $22K
|
2.27K
$610K
|
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
BUY
|
- |
110+ 7.46% |
$17.5K - $21.8K
|
1.59K
$426K
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
107+ 4.31% |
$17K - $21.2K
|
2.59K
$697K
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
106+ 6.86% |
$16.8K - $21K
|
1.65K
$444K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
105+ 0.39% |
$16.7K - $20.8K
|
27K
$7.27M
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
102+ 2.39% |
$16.2K - $20.2K
|
4.37K
$1.18M
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
100+ 151.52% |
$15.9K - $19.8K
|
166
$44.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
100+ 8.0% |
$15.9K - $19.8K
|
1.35K
$363K
|
|
|
May 11, 2022
Q1 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
100+ 2.86% |
$15.9K - $19.8K
|
3.6K
$969K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
100New |
$15.9K - $19.8K
|
100
$26.9K
|
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
100+ 1.42% |
$15.9K - $19.8K
|
7.17K
$1.93M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
98+ 7.51% |
$15.6K - $19.4K
|
1.4K
$377K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
98+ 8.18% |
$15.6K - $19.4K
|
1.3K
$349K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
98+ 9.18% |
$15.6K - $19.4K
|
1.17K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
97+ 1.04% |
$15.4K - $19.2K
|
9.39K
$2.53M
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
95+ 1.14% |
$15.1K - $18.8K
|
8.44K
$2.27M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
93+ 2.11% |
$14.8K - $18.4K
|
4.5K
$1.21M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
92+ 5.39% |
$14.6K - $18.3K
|
1.8K
$484K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
92New |
$14.6K - $18.3K
|
92
$24.8K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
90+ 17.05% |
$14.3K - $17.9K
|
618
$166K
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
90+ 4.45% |
$14.3K - $17.9K
|
2.11K
$568K
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
89+ 1.28% |
$14.1K - $17.7K
|
7.02K
$1.89M
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
89+ 3.55% |
$14.1K - $17.7K
|
2.6K
$698K
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
89+ 2.1% |
$14.1K - $17.7K
|
4.33K
$1.16M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
88+ 6.35% |
$14K - $17.5K
|
1.47K
$397K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
87+ 3.38% |
$13.8K - $17.3K
|
2.66K
$716K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
85+ 2.36% |
$13.5K - $16.9K
|
3.69K
$992K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
84+ 2.92% |
$13.3K - $16.7K
|
2.96K
$797K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
84+ 4.76% |
$13.3K - $16.7K
|
1.85K
$497K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
83+ 3.49% |
$13.2K - $16.5K
|
2.46K
$663K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
82+ 2.23% |
$13K - $16.3K
|
3.76K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
81+ 6.38% |
$12.9K - $16.1K
|
1.35K
$363K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
80+ 2.27% |
$12.7K - $15.9K
|
3.6K
$969K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
79+ 1.55% |
$12.5K - $15.7K
|
5.19K
$1.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
78+ 5.45% |
$12.4K - $15.5K
|
1.51K
$406K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
78+ 0.95% |
$12.4K - $15.5K
|
8.28K
$2.23M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
76+ 2.57% |
$12.1K - $15.1K
|
3.03K
$815K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
75+ 11.85% |
$11.9K - $14.9K
|
708
$190K
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
75+ 1.18% |
$11.9K - $14.9K
|
6.44K
$1.73M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
75+ 5.57% |
$11.9K - $14.9K
|
1.42K
$382K
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
73+ 0.8% |
$11.6K - $14.5K
|
9.15K
$2.46M
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
68+ 3.06% |
$10.8K - $13.5K
|
2.29K
$616K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
68+ 0.51% |
$10.8K - $13.5K
|
13.4K
$3.59M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
67+ 2.2% |
$10.6K - $13.3K
|
3.12K
$838K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
66+ 3.37% |
$10.5K - $13.1K
|
2.02K
$544K
|
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
BUY
|
- |
65+ 3.3% |
$10.3K - $12.9K
|
2.04K
$548K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
65+ 1.18% |
$10.3K - $12.9K
|
5.57K
$1.5M
|