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 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-400- 1.71% |
$63.5K - $79.4K
|
23K
$6.1M
|
|
|
May 16, 2022
Q1 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-400- 14.23% |
$63.5K - $79.4K
|
2.41K
$640K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-404- 12.35% |
$64.1K - $80.1K
|
2.87K
$761K
|
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-404- 0.05% |
$64.1K - $80.1K
|
736K
$195M
|
|
|
May 13, 2022
Q1 2022
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-406- 23.19% |
$64.4K - $80.5K
|
1.35K
$357K
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-407- 6.53% |
$64.6K - $80.7K
|
5.83K
$1.55M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-409- 4.59% |
$64.9K - $81.1K
|
8.49K
$2.25M
|
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
SELL
|
- |
-409- 10.72% |
$64.9K - $81.1K
|
3.41K
$904K
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-409- 10.11% |
$64.9K - $81.1K
|
3.64K
$965K
|
|
|
Apr 28, 2022
Q1 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-410- 2.02% |
$65.1K - $81.3K
|
19.8K
$5.27M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-410- 1.84% |
$65.1K - $81.3K
|
21.9K
$5.81M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-416- 0.91% |
$66K - $82.5K
|
45.2K
$12M
|
|
|
May 12, 2022
Q1 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-421- 8.38% |
$66.8K - $83.5K
|
4.6K
$1.22M
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-426- 7.99% |
$67.6K - $84.5K
|
4.91K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-428- 5.01% |
$67.9K - $84.9K
|
8.12K
$2.16M
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-429- 5.73% |
$68.1K - $85.1K
|
7.06K
$1.88M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-436- 2.92% |
$69.2K - $86.5K
|
14.5K
$3.85M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-440- 9.29% |
$69.8K - $87.3K
|
4.3K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-443- 3.96% |
$70.3K - $87.9K
|
10.7K
$2.85M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-448- 9.62% |
$71.1K - $88.9K
|
4.21K
$1.12M
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-448- 0.32% |
$71.1K - $88.9K
|
138K
$36.7M
|
|
|
May 13, 2022
Q1 2022
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-456Closed |
$72.4K - $90.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-458- 2.77% |
$72.7K - $90.9K
|
16.1K
$4.28M
|
|
|
May 13, 2022
Q1 2022
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-459- 0.7% |
$72.9K - $91.1K
|
64.9K
$17.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-460- 21.8% |
$73K - $91.3K
|
1.65K
$438K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-461- 25.71% |
$73.2K - $91.5K
|
1.33K
$354K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-462Closed |
$73.3K - $91.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-478- 4.44% |
$75.9K - $94.8K
|
10.3K
$2.73M
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-482- 4.47% |
$76.5K - $95.6K
|
10.3K
$2.73M
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-499- 1.18% |
$79.2K - $99K
|
41.7K
$11.1M
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-499- 0.2% |
$79.2K - $99K
|
252K
$66.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 1.27% |
$79.4K - $99.2K
|
38.8K
$10.3M
|
|
|
May 04, 2022
Q1 2022
|
Versor Investments LP
|
SELL
|
- |
-500- 31.25% |
$79.4K - $99.2K
|
1.1K
$292K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-500- 45.37% |
$79.4K - $99.2K
|
602
$160K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-510- 3.14% |
$81K - $101K
|
15.7K
$4.17M
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-510- 3.76% |
$81K - $101K
|
13K
$3.46M
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-510- 14.36% |
$81K - $101K
|
3.04K
$807K
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-513- 14.67% |
$81.4K - $102K
|
2.98K
$792K
|
|
|
May 09, 2022
Q1 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-527- 2.79% |
$83.7K - $105K
|
18.4K
$4.88M
|
|
|
Apr 12, 2022
Q1 2022
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-535- 7.97% |
$84.9K - $106K
|
6.18K
$1.64M
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-543- 27.68% |
$86.2K - $108K
|
1.42K
$377K
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-545- 27.01% |
$86.5K - $108K
|
1.47K
$391K
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-565- 1.3% |
$89.7K - $112K
|
42.9K
$11.4M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-567- 5.68% |
$90K - $112K
|
9.42K
$2.5M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-569- 2.55% |
$90.3K - $113K
|
21.7K
$5.77M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-575- 11.67% |
$91.3K - $114K
|
4.35K
$1.16M
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-577- 1.2% |
$91.6K - $114K
|
47.7K
$12.7M
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-582- 20.16% |
$92.4K - $115K
|
2.31K
$612K
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-583- 1.95% |
$92.5K - $116K
|
29.3K
$7.79M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-594- 3.3% |
$94.3K - $118K
|
17.4K
$4.62M
|