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 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.06% |
$159 - $198
|
1.69K
$454K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.11% |
$159 - $198
|
934
$251K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 0.06% |
$159 - $198
|
1.58K
$424K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1+ 0.0% |
$159 - $198
|
20.9K
$5.61M
|
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.04% |
$159 - $198
|
2.75K
$740K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.14% |
$159 - $198
|
703
$189K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.06% |
$159 - $198
|
1.6K
$431K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-1- 4.76% |
$159 - $198
|
20
$5.38K
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1- 0.07% |
$159 - $198
|
1.49K
$401K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-2- 0.02% |
$317 - $397
|
8.3K
$2.23M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2- 0.1% |
$317 - $397
|
2.06K
$553K
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2- -0.0% |
$317 - $397
|
65.4K
$17.6M
|
|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2- 0.05% |
$317 - $397
|
4.15K
$1.12M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 5.26% |
$317 - $397
|
36
$9.69K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-3- 0.09% |
$476 - $595
|
3.29K
$885K
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-3- 0.05% |
$476 - $595
|
5.76K
$1.55M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3- 0.02% |
$476 - $595
|
19.3K
$5.18M
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3- -0.0% |
$476 - $595
|
75.2K
$20.2M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3- 0.12% |
$476 - $595
|
2.43K
$653K
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-5- 0.09% |
$794 - $992
|
5.6K
$1.51M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5- 0.22% |
$794 - $992
|
2.27K
$611K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5- 0.12% |
$794 - $992
|
4.31K
$1.16M
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-7Closed |
$1.11K - $1.39K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-7- 0.06% |
$1.11K - $1.39K
|
11.9K
$3.2M
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-8- 0.3% |
$1.27K - $1.59K
|
2.7K
$725K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.19% |
$1.27K - $1.59K
|
4.28K
$1.15M
|
|
|
Apr 26, 2022
Q1 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-8- 0.5% |
$1.27K - $1.59K
|
1.59K
$426K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-8- 0.14% |
$1.27K - $1.59K
|
5.79K
$1.56M
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-9- 0.54% |
$1.43K - $1.79K
|
1.67K
$450K
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-9- 0.14% |
$1.43K - $1.79K
|
6.23K
$1.67M
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-9- 0.06% |
$1.43K - $1.79K
|
13.9K
$3.73M
|
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-10- 0.04% |
$1.59K - $1.98K
|
27.4K
$7.38M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-10- 0.46% |
$1.59K - $1.98K
|
2.15K
$577K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-10- 2.2% |
$1.59K - $1.98K
|
444
$119K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-11- 3.89% |
$1.75K - $2.18K
|
272
$73.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-12- 5.02% |
$1.9K - $2.38K
|
227
$61.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-14- 0.24% |
$2.22K - $2.78K
|
5.82K
$1.56M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-14- 6.06% |
$2.22K - $2.78K
|
217
$58.4K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-14- 0.77% |
$2.22K - $2.78K
|
1.8K
$484K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-14- 0.9% |
$2.22K - $2.78K
|
1.54K
$413K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-14- 0.73% |
$2.22K - $2.78K
|
1.91K
$513K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15- 0.74% |
$2.38K - $2.98K
|
2K
$539K
|
|
|
Apr 19, 2022
Q1 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-15- 0.74% |
$2.38K - $2.98K
|
2K
$538K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-15- 0.34% |
$2.38K - $2.98K
|
4.45K
$1.2M
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15- 0.28% |
$2.38K - $2.98K
|
5.36K
$1.44M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.69% |
$2.38K - $2.98K
|
2.16K
$580K
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-15- 0.13% |
$2.38K - $2.98K
|
11.7K
$3.15M
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-16Closed |
$2.54K - $3.17K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-16- 2.17% |
$2.54K - $3.17K
|
723
$195K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-16- 1.0% |
$2.54K - $3.17K
|
1.58K
$426K
|