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 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
30+ 0.49% |
$4.76K - $5.95K
|
6.14K
$1.65M
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
29+ 1.99% |
$4.6K - $5.75K
|
1.49K
$401K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
29New |
$4.6K - $5.75K
|
29
$7.8K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
28New |
$4.44K - $5.55K
|
28
$7.53K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
28+ 1.45% |
$4.44K - $5.55K
|
1.96K
$528K
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
28+ 0.92% |
$4.44K - $5.55K
|
3.06K
$824K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
28New |
$4.44K - $5.55K
|
28
$7.53K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
27+ 7.03% |
$4.29K - $5.36K
|
411
$111K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
27+ 2.32% |
$4.29K - $5.36K
|
1.19K
$320K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
25+ 1.1% |
$3.97K - $4.96K
|
2.3K
$619K
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25+ 0.37% |
$3.97K - $4.96K
|
6.86K
$1.84M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
24+ 3.06% |
$3.81K - $4.76K
|
809
$218K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
24+ 1.67% |
$3.81K - $4.76K
|
1.46K
$393K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
23+ 0.05% |
$3.65K - $4.56K
|
50.3K
$13.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
23+ 0.02% |
$3.65K - $4.56K
|
107K
$28.7M
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
23+ 0.5% |
$3.65K - $4.56K
|
4.61K
$1.24M
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
23+ 0.46% |
$3.65K - $4.56K
|
5.04K
$1.35M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
22+ 0.49% |
$3.49K - $4.36K
|
4.49K
$1.21M
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
22+ 0.1% |
$3.49K - $4.36K
|
22.6K
$6.08M
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22New |
$3.49K - $4.36K
|
22
$5.92K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
21+ 0.64% |
$3.33K - $4.17K
|
3.32K
$892K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
21+ 1.34% |
$3.33K - $4.17K
|
1.58K
$426K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
21+ 0.78% |
$3.33K - $4.17K
|
2.71K
$729K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
21+ 0.56% |
$3.33K - $4.17K
|
3.76K
$1.01M
|
|
|
Apr 12, 2022
Q1 2022
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
20New |
$3.17K - $3.97K
|
20
$5.38K
|
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
20+ 0.57% |
$3.17K - $3.97K
|
3.52K
$946K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20+ 10.47% |
$3.17K - $3.97K
|
211
$56.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
20+ 1.0% |
$3.17K - $3.97K
|
2.02K
$543K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.27% |
$3.02K - $3.77K
|
7.12K
$1.92M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
19+ 1.43% |
$3.02K - $3.77K
|
1.35K
$363K
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
19+ 0.21% |
$3.02K - $3.77K
|
8.96K
$2.41M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
18+ 0.39% |
$2.86K - $3.57K
|
4.63K
$1.24M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 4.92% |
$2.86K - $3.57K
|
384
$103K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
18+ 7.83% |
$2.86K - $3.57K
|
248
$66.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
17+ 1.13% |
$2.7K - $3.37K
|
1.52K
$408K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 2.14% |
$2.7K - $3.37K
|
813
$219K
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
BUY
|
- |
16+ 0.16% |
$2.54K - $3.17K
|
10K
$2.7M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
15+ 0.07% |
$2.38K - $2.98K
|
22K
$5.93M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
15+ 0.49% |
$2.38K - $2.98K
|
3.08K
$827K
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
15+ 0.06% |
$2.38K - $2.98K
|
24.2K
$6.52M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
14+ 1.04% |
$2.22K - $2.78K
|
1.36K
$365K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
13+ 0.62% |
$2.06K - $2.58K
|
2.12K
$570K
|
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
13+ 0.28% |
$2.06K - $2.58K
|
4.72K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
13+ 0.17% |
$2.06K - $2.58K
|
7.48K
$2.01M
|
|
|
May 12, 2022
Q1 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
12+ 0.79% |
$1.9K - $2.38K
|
1.54K
$414K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
12+ 0.53% |
$1.9K - $2.38K
|
2.26K
$608K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
12+ 0.49% |
$1.9K - $2.38K
|
2.46K
$662K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.56% |
$1.59K - $1.98K
|
1.8K
$484K
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
10+ 0.09% |
$1.59K - $1.98K
|
11.5K
$3.08M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$1.59K - $1.98K
|
10
$2.69K
|