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 05, 2022
Q1 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
65+ 0.2% |
$10.3K - $12.9K
|
32.2K
$8.67M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
65+ 8.69% |
$10.3K - $12.9K
|
813
$219K
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
64+ 0.49% |
$10.2K - $12.7K
|
13.1K
$3.52M
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
63+ 0.63% |
$10K - $12.5K
|
10K
$2.7M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
61+ 4.35% |
$9.68K - $12.1K
|
1.46K
$394K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
60+ 0.7% |
$9.52K - $11.9K
|
8.69K
$2.34M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
59+ 5.02% |
$9.37K - $11.7K
|
1.23K
$332K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
58New |
$9.21K - $11.5K
|
58
$15.6K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
58+ 52.73% |
$9.21K - $11.5K
|
168
$45.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
57+ 1.67% |
$9.05K - $11.3K
|
3.47K
$934K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
56+ 2.78% |
$8.89K - $11.1K
|
2.07K
$557K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
55+ 1.26% |
$8.73K - $10.9K
|
4.43K
$1.19M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
55+ 0.91% |
$8.73K - $10.9K
|
6.08K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
52+ 4.15% |
$8.25K - $10.3K
|
1.31K
$351K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
52+ 3.21% |
$8.25K - $10.3K
|
1.67K
$449K
|
|
|
Apr 27, 2022
Q1 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
51+ 0.29% |
$8.1K - $10.1K
|
17.8K
$4.78M
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
51New |
$8.1K - $10.1K
|
51
$13.7K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
51+ 4.83% |
$8.1K - $10.1K
|
1.11K
$298K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
50+ 43.86% |
$7.94K - $9.92K
|
164
$44.1K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
50+ 8.33% |
$7.94K - $9.92K
|
650
$175K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
50+ 3.54% |
$7.94K - $9.92K
|
1.46K
$394K
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
BUY
|
- |
50+ 3.02% |
$7.94K - $9.92K
|
1.71K
$459K
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
50+ 12.5% |
$7.94K - $9.92K
|
450
$121K
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
49+ 2.7% |
$7.78K - $9.72K
|
1.87K
$502K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
48+ 32.65% |
$7.62K - $9.52K
|
195
$52.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
46+ 920.0% |
$7.3K - $9.13K
|
51
$13.7K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
46+ 2.46% |
$7.3K - $9.13K
|
1.92K
$516K
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
BUY
|
- |
45+ 0.89% |
$7.14K - $8.93K
|
5.12K
$1.38M
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
45New |
$7.14K - $8.93K
|
45
$12.1K
|
|
|
May 16, 2022
Q1 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
45New |
$7.14K - $8.93K
|
45
$12.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
44+ 4.39% |
$6.98K - $8.73K
|
1.05K
$281K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
44+ 4.27% |
$6.98K - $8.73K
|
1.08K
$289K
|
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
41+ 1.51% |
$6.51K - $8.13K
|
2.75K
$740K
|
|
|
Apr 06, 2022
Q1 2022
|
Meyer Handelman CO
|
BUY
|
- |
40+ 0.12% |
$6.35K - $7.94K
|
34.5K
$9.28M
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
40+ 0.7% |
$6.35K - $7.94K
|
5.79K
$1.56M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
40+ 7.66% |
$6.35K - $7.94K
|
562
$151K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.86% |
$6.35K - $7.94K
|
1.44K
$387K
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
40+ 1.51% |
$6.35K - $7.94K
|
2.69K
$724K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
39+ 0.57% |
$6.19K - $7.74K
|
6.89K
$1.85M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
38+ 5.24% |
$6.03K - $7.54K
|
763
$205K
|
|
|
Apr 12, 2022
Q1 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
36+ 2.85% |
$5.71K - $7.14K
|
1.3K
$349K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
36+ 0.29% |
$5.71K - $7.14K
|
12.6K
$3.39M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
34+ 1.27% |
$5.4K - $6.74K
|
2.71K
$730K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
34+ 0.91% |
$5.4K - $6.74K
|
3.79K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
34+ 0.09% |
$5.4K - $6.74K
|
39.4K
$10.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
33+ 2.39% |
$5.24K - $6.55K
|
1.42K
$381K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
31+ 103.33% |
$4.92K - $6.15K
|
61
$16.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
30+ 0.42% |
$4.76K - $5.95K
|
7.21K
$1.94M
|
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
30New |
$4.76K - $5.95K
|
30
$8.07K
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
30+ 0.72% |
$4.76K - $5.95K
|
4.2K
$1.13M
|