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 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
9+ 0.07% |
$1.43K - $1.79K
|
13.5K
$3.62M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8New |
$1.27K - $1.59K
|
8
$2.15K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 1.65% |
$1.27K - $1.59K
|
493
$133K
|
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$1.11K - $1.39K
|
34.6K
$9.3M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7+ 0.3% |
$1.11K - $1.39K
|
2.35K
$631K
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
7+ 0.23% |
$1.11K - $1.39K
|
3K
$807K
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$1.11K - $1.39K
|
8.51K
$2.29M
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.11% |
$1.11K - $1.39K
|
6.62K
$1.78M
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 2.68% |
$952 - $1.19K
|
230
$61.9K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
6+ 0.1% |
$952 - $1.19K
|
6.3K
$1.7M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6+ 0.7% |
$952 - $1.19K
|
868
$234K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.43% |
$794 - $992
|
1.18K
$316K
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5+ 0.04% |
$794 - $992
|
12.4K
$3.34M
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 0.38% |
$794 - $992
|
1.32K
$356K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 0.18% |
$794 - $992
|
2.85K
$767K
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5+ 0.04% |
$794 - $992
|
12.3K
$3.32M
|
|
|
May 10, 2022
Q1 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
5+ 0.17% |
$794 - $992
|
2.87K
$771K
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5+ 0.11% |
$794 - $992
|
4.42K
$1.19M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
4+ 0.01% |
$635 - $794
|
27.9K
$7.5M
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
4+ 0.2% |
$635 - $794
|
2.04K
$549K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.1% |
$635 - $794
|
4.05K
$1.09M
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.22% |
$476 - $595
|
1.37K
$369K
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
3+ 0.02% |
$476 - $595
|
16.4K
$4.42M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 2.01% |
$476 - $595
|
152
$40.9K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
3+ 0.12% |
$476 - $595
|
2.41K
$648K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.1% |
$476 - $595
|
2.94K
$791K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
3+ 0.21% |
$476 - $595
|
1.43K
$386K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.09% |
$317 - $397
|
2.29K
$617K
|
|
|
Apr 29, 2022
Q1 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
2+ 0.02% |
$317 - $397
|
10.4K
$2.8M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
2+ 0.12% |
$317 - $397
|
1.63K
$437K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2+ 0.01% |
$317 - $397
|
21.2K
$5.71M
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 200.0% |
$317 - $397
|
3
$807
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 0.09% |
$317 - $397
|
2.11K
$568K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$317 - $397
|
4.52K
$1.22M
|
|
|
May 02, 2022
Q1 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.08% |
$317 - $397
|
2.59K
$697K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2+ 0.09% |
$317 - $397
|
2.14K
$576K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.25% |
$317 - $397
|
813
$219K
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
2+ 0.12% |
$317 - $397
|
1.61K
$434K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.09% |
$317 - $397
|
2.25K
$606K
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2+ 0.16% |
$317 - $397
|
1.25K
$335K
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$159 - $198
|
5.1K
$1.37M
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$159 - $198
|
395
$106K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$159 - $198
|
1.9K
$511K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.02% |
$159 - $198
|
4.35K
$1.17M
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.2% |
$159 - $198
|
494
$133K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1+ 0.03% |
$159 - $198
|
3.52K
$946K
|
|
|
Apr 27, 2022
Q1 2022
|
Lewis Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$159 - $198
|
5.3K
$1.43M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.08% |
$159 - $198
|
1.23K
$332K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.05% |
$159 - $198
|
1.86K
$501K
|
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$159 - $198
|
2.11K
$567K
|