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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-67- 4.08% |
$10.6K - $13.3K
|
1.58K
$424K
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-70- 2.91% |
$11.1K - $13.9K
|
2.34K
$629K
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-70- 3.56% |
$11.1K - $13.9K
|
1.9K
$510K
|
|
|
May 13, 2022
Q1 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-70- 0.3% |
$11.1K - $13.9K
|
23.4K
$6.29M
|
|
|
May 13, 2022
Q1 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-72- 2.14% |
$11.4K - $14.3K
|
3.29K
$885K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-72- 0.08% |
$11.4K - $14.3K
|
90.5K
$24.4M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-72- 4.42% |
$11.4K - $14.3K
|
1.56K
$419K
|
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-74- 3.21% |
$11.7K - $14.7K
|
2.23K
$601K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-75- 1.03% |
$11.9K - $14.9K
|
7.19K
$1.93M
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-75- 2.87% |
$11.9K - $14.9K
|
2.54K
$683K
|
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-78- 0.27% |
$12.4K - $15.5K
|
28.4K
$7.63M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-79- 6.94% |
$12.5K - $15.7K
|
1.06K
$285K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-79- 10.97% |
$12.5K - $15.7K
|
641
$172K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-79- 3.0% |
$12.5K - $15.7K
|
2.55K
$686K
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-80- 0.11% |
$12.7K - $15.9K
|
72.9K
$19.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-81- 6.38% |
$12.9K - $16.1K
|
1.19K
$320K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-81Closed |
$12.9K - $16.1K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-82- 0.74% |
$13K - $16.3K
|
11K
$2.95M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-82- 3.44% |
$13K - $16.3K
|
2.3K
$620K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-82- 0.96% |
$13K - $16.3K
|
8.46K
$2.28M
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-82- 5.12% |
$13K - $16.3K
|
1.52K
$409K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-83- 3.35% |
$13.2K - $16.5K
|
2.39K
$644K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-84- 0.59% |
$13.3K - $16.7K
|
14.2K
$3.82M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-85- 6.22% |
$13.5K - $16.9K
|
1.28K
$345K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-87- 0.5% |
$13.8K - $17.3K
|
17.2K
$4.63M
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
SELL
|
- |
-90- 1.29% |
$14.3K - $17.9K
|
6.89K
$1.85M
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-90- 4.19% |
$14.3K - $17.9K
|
2.06K
$554K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-92- 0.4% |
$14.6K - $18.3K
|
22.7K
$6.1M
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-92- 3.38% |
$14.6K - $18.3K
|
2.63K
$708K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-93- 3.76% |
$14.8K - $18.4K
|
2.38K
$641K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-94Closed |
$14.9K - $18.6K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-95- 6.23% |
$15.1K - $18.8K
|
1.43K
$385K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-95- 3.27% |
$15.1K - $18.8K
|
2.81K
$756K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-95Closed |
$15.1K - $18.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-96- 1.74% |
$15.2K - $19K
|
5.42K
$1.46M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-97- 5.6% |
$15.4K - $19.2K
|
1.63K
$440K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-98- 3.76% |
$15.6K - $19.4K
|
2.51K
$674K
|
|
|
May 16, 2022
Q1 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-99- 1.3% |
$15.7K - $19.6K
|
7.54K
$2.03M
|
|
|
May 13, 2022
Q1 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-99- 0.27% |
$15.7K - $19.6K
|
36.2K
$9.75M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-100Closed |
$15.9K - $19.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-100- 0.73% |
$15.9K - $19.8K
|
13.6K
$3.66M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-100- 0.13% |
$15.9K - $19.8K
|
74.3K
$20M
|
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-100- 4.0% |
$15.9K - $19.8K
|
2.4K
$646K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-100- 3.05% |
$15.9K - $19.8K
|
3.18K
$856K
|
|
|
May 12, 2022
Q1 2022
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-100- 6.06% |
$15.9K - $19.8K
|
1.55K
$417K
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-100- 7.32% |
$15.9K - $19.8K
|
1.27K
$341K
|
|
|
Apr 27, 2022
Q1 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-100- 1.68% |
$15.9K - $19.8K
|
5.87K
$1.58M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-100- 1.28% |
$15.9K - $19.8K
|
7.7K
$2.07M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 73.53% |
$15.9K - $19.8K
|
36
$9.69K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-104- 0.28% |
$16.5K - $20.6K
|
37.6K
$10.1M
|