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
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-16- 3.43% |
$2.54K - $3.17K
|
450
$121K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-16- 0.93% |
$2.54K - $3.17K
|
1.7K
$458K
|
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-17- 0.5% |
$2.7K - $3.37K
|
3.39K
$913K
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-17- 0.08% |
$2.7K - $3.37K
|
21.6K
$5.81M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 2.09% |
$2.7K - $3.37K
|
796
$214K
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-18- 1.43% |
$2.86K - $3.57K
|
1.24K
$333K
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-18- 0.05% |
$2.86K - $3.57K
|
32.8K
$8.82M
|
|
|
Apr 22, 2022
Q1 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-19- 0.32% |
$3.02K - $3.77K
|
5.94K
$1.6M
|
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-19- 0.18% |
$3.02K - $3.77K
|
10.4K
$2.81M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-19- 1.53% |
$3.02K - $3.77K
|
1.22K
$329K
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-19- 0.29% |
$3.02K - $3.77K
|
6.48K
$1.74M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-19- 3.24% |
$3.02K - $3.77K
|
568
$153K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 4.55% |
$3.17K - $3.97K
|
420
$113K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-20- 0.49% |
$3.17K - $3.97K
|
4.06K
$1.09M
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
SELL
|
- |
-20- 0.95% |
$3.17K - $3.97K
|
2.09K
$561K
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-20- 1.38% |
$3.17K - $3.97K
|
1.43K
$384K
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-20- 0.41% |
$3.17K - $3.97K
|
4.83K
$1.3M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-20- 1.24% |
$3.17K - $3.97K
|
1.6K
$430K
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
SELL
|
- |
-22- 1.58% |
$3.49K - $4.36K
|
1.37K
$369K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-22- 0.34% |
$3.49K - $4.36K
|
6.53K
$1.76M
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-22- 0.28% |
$3.49K - $4.36K
|
7.92K
$2.13M
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-24- 24.24% |
$3.81K - $4.76K
|
75
$20.2K
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-25- 0.49% |
$3.97K - $4.96K
|
5.12K
$1.38M
|
|
|
Apr 20, 2022
Q1 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-25- 1.0% |
$3.97K - $4.96K
|
2.48K
$667K
|
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-25- 0.32% |
$3.97K - $4.96K
|
7.88K
$2.12M
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-25Closed |
$3.97K - $4.96K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 1.42% |
$3.97K - $4.96K
|
1.74K
$467K
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-25- 0.82% |
$3.97K - $4.96K
|
3.02K
$814K
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-25- 4.76% |
$3.97K - $4.96K
|
500
$135K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-26- 1.23% |
$4.13K - $5.16K
|
2.09K
$561K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-26- 0.87% |
$4.13K - $5.16K
|
2.96K
$795K
|
|
|
May 12, 2022
Q1 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-26- 0.42% |
$4.13K - $5.16K
|
6.19K
$1.67M
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-27- 1.39% |
$4.29K - $5.36K
|
1.92K
$516K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-28- 1.74% |
$4.44K - $5.55K
|
1.58K
$426K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-29- 1.92% |
$4.6K - $5.75K
|
1.48K
$398K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-29- 1.12% |
$4.6K - $5.75K
|
2.57K
$691K
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-29- 0.58% |
$4.6K - $5.75K
|
4.97K
$1.34M
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-30- 1.85% |
$4.76K - $5.95K
|
1.59K
$428K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-31- 2.27% |
$4.92K - $6.15K
|
1.34K
$359K
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-33- 0.48% |
$5.24K - $6.55K
|
6.84K
$1.84M
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-33- 0.19% |
$5.24K - $6.55K
|
17.3K
$4.64M
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-34- 1.0% |
$5.4K - $6.74K
|
3.36K
$905K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-34- 0.49% |
$5.4K - $6.74K
|
6.93K
$1.86M
|
|
|
May 13, 2022
Q1 2022
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-34- 1.19% |
$5.4K - $6.74K
|
2.83K
$762K
|
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-35- 0.2% |
$5.56K - $6.94K
|
17.2K
$4.63M
|
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-35- 1.47% |
$5.56K - $6.94K
|
2.35K
$632K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-35- 83.33% |
$5.56K - $6.94K
|
7
$1.88K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-37- 0.63% |
$5.87K - $7.34K
|
5.81K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-38- 0.16% |
$6.03K - $7.54K
|
23.4K
$6.29M
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-39- 2.19% |
$6.19K - $7.74K
|
1.74K
$468K
|