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 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-174- 2.32% |
$27.6K - $34.5K
|
7.32K
$1.97M
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-175- 1.86% |
$27.8K - $34.7K
|
9.26K
$2.49M
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-176- 0.96% |
$27.9K - $34.9K
|
18.2K
$4.9M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-180- 1.02% |
$28.6K - $35.7K
|
17.6K
$4.72M
|
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-180- 4.45% |
$28.6K - $35.7K
|
3.87K
$1.04M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-180- 12.16% |
$28.6K - $35.7K
|
1.3K
$350K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-180- 2.53% |
$28.6K - $35.7K
|
6.94K
$1.87M
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-180- 64.06% |
$28.6K - $35.7K
|
101
$27.2K
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-181- 4.44% |
$28.7K - $35.9K
|
3.9K
$1.05M
|
|
|
May 10, 2022
Q1 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-182- 14.56% |
$28.9K - $36.1K
|
1.07K
$287K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-182- 0.44% |
$28.9K - $36.1K
|
41K
$11M
|
|
|
Apr 15, 2022
Q1 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-187- 1.14% |
$29.7K - $37.1K
|
16.2K
$4.37M
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-188- 2.27% |
$29.8K - $37.3K
|
8.1K
$2.18M
|
|
|
May 16, 2022
Q1 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-191- 2.17% |
$30.3K - $37.9K
|
8.62K
$2.32M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-191- 0.28% |
$30.3K - $37.9K
|
67K
$18M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-192- 1.26% |
$30.5K - $38.1K
|
15.1K
$4.06M
|
|
|
May 09, 2022
Q1 2022
|
Humankind Investments LLC
|
SELL
|
- |
-194- 8.02% |
$30.8K - $38.5K
|
2.23K
$599K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-195- 4.95% |
$31K - $38.7K
|
3.74K
$1.01M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-196Closed |
$31.1K - $38.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-196- 11.69% |
$31.1K - $38.9K
|
1.48K
$398K
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-197- 15.48% |
$31.3K - $39.1K
|
1.08K
$289K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-200- 4.17% |
$31.7K - $39.7K
|
4.6K
$1.24M
|
|
|
Apr 19, 2022
Q1 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-200- 2.45% |
$31.7K - $39.7K
|
7.98K
$2.15M
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-200- 3.27% |
$31.7K - $39.7K
|
5.93K
$1.59M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-205- 14.33% |
$32.5K - $40.7K
|
1.23K
$330K
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-210- 2.32% |
$33.3K - $41.7K
|
8.84K
$2.38M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-210- 0.51% |
$33.3K - $41.7K
|
41.3K
$11.1M
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-211- 1.58% |
$33.5K - $41.9K
|
13.2K
$3.54M
|
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-212- 1.18% |
$33.7K - $42.1K
|
17.8K
$4.78M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-215- 38.53% |
$34.1K - $42.7K
|
343
$92.3K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-215- 3.89% |
$34.1K - $42.7K
|
5.31K
$1.43M
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-215Closed |
$34.1K - $42.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-220- 0.65% |
$34.9K - $43.6K
|
33.9K
$9.12M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-221- 13.51% |
$35.1K - $43.8K
|
1.42K
$381K
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-226- 3.34% |
$35.9K - $44.8K
|
6.54K
$1.76M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-230- 2.48% |
$36.5K - $45.6K
|
9.05K
$2.43M
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-232- 16.71% |
$36.8K - $46K
|
1.16K
$311K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-235- 4.39% |
$37.3K - $46.6K
|
5.12K
$1.38M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-236Closed |
$37.5K - $46.8K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-237- 2.78% |
$37.6K - $47K
|
8.3K
$2.23M
|
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-238- 1.22% |
$37.8K - $47.2K
|
19.2K
$5.18M
|
|
|
Apr 18, 2022
Q1 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-239- 1.92% |
$37.9K - $47.4K
|
12.2K
$3.29M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-239- 46.59% |
$37.9K - $47.4K
|
274
$73.7K
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-242- 5.76% |
$38.4K - $48K
|
3.96K
$1.06M
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-250- 1.42% |
$39.7K - $49.6K
|
17.4K
$4.68M
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-250- 9.62% |
$39.7K - $49.6K
|
2.35K
$632K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-253- 0.15% |
$40.2K - $50.2K
|
167K
$45M
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-260- 8.13% |
$41.3K - $51.6K
|
2.94K
$791K
|
|
|
May 04, 2022
Q1 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-260- 50.0% |
$41.3K - $51.6K
|
260
$70K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-262- 3.12% |
$41.6K - $52K
|
8.14K
$2.19M
|