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 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-39- 1.72% |
$6.19K - $7.74K
|
2.23K
$599K
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-39- 2.82% |
$6.19K - $7.74K
|
1.34K
$361K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-40- 2.78% |
$6.35K - $7.94K
|
1.4K
$376K
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-40- 2.39% |
$6.35K - $7.94K
|
1.63K
$439K
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-40- 1.75% |
$6.35K - $7.94K
|
2.24K
$603K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-40- 0.35% |
$6.35K - $7.94K
|
11.3K
$3.04M
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-40- 1.06% |
$6.35K - $7.94K
|
3.72K
$1M
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
SELL
|
- |
-43- 1.2% |
$6.83K - $8.53K
|
3.54K
$952K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-43- 0.42% |
$6.83K - $8.53K
|
10.1K
$2.72M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-43- 6.95% |
$6.83K - $8.53K
|
576
$155K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-46- 2.51% |
$7.3K - $9.13K
|
1.79K
$481K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-46- 7.27% |
$7.3K - $9.13K
|
587
$158K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-46- 7.54% |
$7.3K - $9.13K
|
564
$152K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-47- 75.81% |
$7.46K - $9.32K
|
15
$4.04K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-47Closed |
$7.46K - $9.32K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-49- 3.65% |
$7.78K - $9.72K
|
1.29K
$348K
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-49- 2.03% |
$7.78K - $9.72K
|
2.36K
$636K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 3.62% |
$7.94K - $9.92K
|
1.33K
$358K
|
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-50- 20.0% |
$7.94K - $9.92K
|
200
$53.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-50- 0.3% |
$7.94K - $9.92K
|
16.8K
$4.53M
|
|
|
Apr 12, 2022
Q1 2022
|
Fruth Investment Management
|
SELL
|
- |
-50- 0.42% |
$7.94K - $9.92K
|
11.9K
$3.21M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-50- 2.04% |
$7.94K - $9.92K
|
2.4K
$645K
|
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-50- 0.62% |
$7.94K - $9.92K
|
8K
$2.15M
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-50- 2.64% |
$7.94K - $9.92K
|
1.85K
$497K
|
|
|
Apr 11, 2022
Q1 2022
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-50- 0.32% |
$7.94K - $9.92K
|
15.8K
$4.25M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-50- 3.17% |
$7.94K - $9.92K
|
1.53K
$411K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-50- 1.5% |
$7.94K - $9.92K
|
3.29K
$885K
|
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-50- 1.16% |
$7.94K - $9.92K
|
4.27K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-50- 3.74% |
$7.94K - $9.92K
|
1.29K
$346K
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-51- 1.81% |
$8.1K - $10.1K
|
2.76K
$743K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-52- 2.17% |
$8.25K - $10.3K
|
2.34K
$630K
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-52- 3.23% |
$8.25K - $10.3K
|
1.56K
$419K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-52- 2.7% |
$8.25K - $10.3K
|
1.88K
$504K
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-54- 3.93% |
$8.57K - $10.7K
|
1.32K
$355K
|
|
|
May 12, 2022
Q1 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-54- 0.78% |
$8.57K - $10.7K
|
6.88K
$1.85M
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-55- 0.67% |
$8.73K - $10.9K
|
8.12K
$2.18M
|
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-55- 0.1% |
$8.73K - $10.9K
|
56K
$15.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-55- 0.12% |
$8.73K - $10.9K
|
45.8K
$12.3M
|
|
|
Apr 04, 2022
Q1 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-59- 1.82% |
$9.37K - $11.7K
|
3.18K
$856K
|
|
|
Apr 25, 2022
Q1 2022
|
Mount Vernon Associates Inc
|
SELL
|
- |
-60- 0.32% |
$9.52K - $11.9K
|
18.6K
$4.99M
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-60- 1.84% |
$9.52K - $11.9K
|
3.19K
$859K
|
|
|
May 12, 2022
Q1 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-60- 3.41% |
$9.52K - $11.9K
|
1.7K
$457K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-60- 12.07% |
$9.52K - $11.9K
|
437
$118K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-62- 1.33% |
$9.84K - $12.3K
|
4.61K
$1.24M
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-62- 2.83% |
$9.84K - $12.3K
|
2.13K
$574K
|
|
|
Apr 26, 2022
Q1 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-63- 0.45% |
$10K - $12.5K
|
13.9K
$3.73M
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-64Closed |
$10.2K - $12.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-65- 5.58% |
$10.3K - $12.9K
|
1.1K
$296K
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-66- 2.54% |
$10.5K - $13.1K
|
2.54K
$682K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-66- 1.32% |
$10.5K - $13.1K
|
4.95K
$1.33M
|