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
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-606- 10.9% |
$96.2K - $120K
|
4.95K
$1.31M
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-609- 5.68% |
$96.7K - $121K
|
10.1K
$2.68M
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-615- 5.03% |
$97.6K - $122K
|
11.6K
$3.08M
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-617- 27.24% |
$97.9K - $122K
|
1.65K
$438K
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-618- 29.46% |
$98.1K - $123K
|
1.48K
$393K
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-620- 14.37% |
$98.4K - $123K
|
3.7K
$981K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-620- 21.25% |
$98.4K - $123K
|
2.3K
$610K
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-621- 37.87% |
$98.6K - $123K
|
1.02K
$271K
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-626- 15.07% |
$99.4K - $124K
|
3.53K
$936K
|
|
May 16, 2022
Q1 2022
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-636- 2.99% |
$101K - $126K
|
20.6K
$5.48M
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
SELL
|
- |
-639- 7.31% |
$101K - $127K
|
8.1K
$2.15M
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-652- 3.97% |
$103K - $129K
|
15.8K
$4.19M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-652- 0.25% |
$103K - $129K
|
261K
$69.3M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-654- 2.18% |
$104K - $130K
|
29.3K
$7.79M
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-655- 2.71% |
$104K - $130K
|
23.5K
$6.24M
|
|
May 16, 2022
Q1 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-656- 21.13% |
$104K - $130K
|
2.45K
$650K
|
|
May 16, 2022
Q1 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-665- 5.02% |
$106K - $132K
|
12.6K
$3.34M
|
|
Apr 21, 2022
Q1 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-669- 3.19% |
$106K - $133K
|
20.3K
$5.39M
|
|
Apr 28, 2022
Q1 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-673- 2.78% |
$107K - $134K
|
23.6K
$6.26M
|
|
May 02, 2022
Q1 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-698- 4.08% |
$111K - $138K
|
16.4K
$4.36M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-700- 5.76% |
$111K - $139K
|
11.5K
$3.04M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-707- 5.23% |
$112K - $140K
|
12.8K
$3.4M
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-716- 4.4% |
$114K - $142K
|
15.6K
$4.13M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-716- 3.67% |
$114K - $142K
|
18.8K
$4.99M
|
|
May 10, 2022
Q1 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-728- 1.17% |
$116K - $144K
|
61.2K
$16.3M
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-730- 4.23% |
$116K - $145K
|
16.5K
$4.39M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-736Closed |
$117K - $146K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-744- 4.15% |
$118K - $148K
|
17.2K
$4.56M
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-750- 21.74% |
$119K - $149K
|
2.7K
$717K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-753Closed |
$120K - $149K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-761- 36.67% |
$121K - $151K
|
1.31K
$349K
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-762- 3.7% |
$121K - $151K
|
19.9K
$5.27M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-765- 19.96% |
$121K - $152K
|
3.07K
$814K
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-778- 0.94% |
$123K - $154K
|
82.1K
$21.8M
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-779- 1.03% |
$124K - $155K
|
74.8K
$19.9M
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-780- 24.09% |
$124K - $155K
|
2.46K
$653K
|
|
May 13, 2022
Q1 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-785- 2.55% |
$125K - $156K
|
30K
$7.97M
|
|
May 13, 2022
Q1 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-796- 20.23% |
$126K - $158K
|
3.14K
$833K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-804- 4.13% |
$128K - $159K
|
18.6K
$4.95M
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-809- 7.14% |
$128K - $160K
|
10.5K
$2.79M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-821- 4.06% |
$130K - $163K
|
19.4K
$5.15M
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-822- 6.8% |
$130K - $163K
|
11.3K
$2.99M
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-827- 14.39% |
$131K - $164K
|
4.92K
$1.31M
|
|
May 12, 2022
Q1 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-846- 0.22% |
$134K - $168K
|
392K
$104M
|
|
May 12, 2022
Q1 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-860- 2.09% |
$137K - $171K
|
40.2K
$10.7M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-860- 15.89% |
$137K - $171K
|
4.55K
$1.21M
|
|
Apr 27, 2022
Q1 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-862- 5.09% |
$137K - $171K
|
16.1K
$4.27M
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-884- 8.41% |
$140K - $175K
|
9.63K
$2.56M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-885- 9.53% |
$140K - $176K
|
8.41K
$2.23M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-892- 8.73% |
$142K - $177K
|
9.33K
$2.48M
|