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
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$1.11M - $1.39M
|
7.01K
$2.14M
|
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
7K+ 0.46% |
$1.11M - $1.39M
|
1.52M
$464M
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.89K+ 421.54% |
$1.09M - $1.37M
|
8.52K
$2.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
6.87K+ 1.0% |
$1.09M - $1.36M
|
692K
$212M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.8K+ 47.57% |
$1.08M - $1.35M
|
21.1K
$6.45M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.79K+ 207.61% |
$1.08M - $1.35M
|
10.1K
$3.07M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.78K+ 22.96% |
$1.08M - $1.35M
|
36.3K
$11.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6.77KNew |
$1.07M - $1.34M
|
6.77K
$2.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
BUY
|
- |
6.74K+ 3.2% |
$1.07M - $1.34M
|
217K
$66.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6.7K+ 102.81% |
$1.06M - $1.33M
|
13.2K
$4.04M
|
|
|
May 11, 2022
Q1 2022
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
6.58K+ 253.08% |
$1.04M - $1.31M
|
9.18K
$2.81M
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
BUY
|
- |
6.51K+ 9.21% |
$1.03M - $1.29M
|
77.2K
$23.6M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
6.4K+ 146.41% |
$1.02M - $1.27M
|
10.8K
$3.29M
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.27K+ 129.87% |
$995K - $1.24M
|
11.1K
$3.39M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
6.2K+ 301.02% |
$985K - $1.23M
|
8.27K
$2.53M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
6.2K+ 301.02% |
$985K - $1.23M
|
8.27K
$2.53M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.02K+ 6.82% |
$955K - $1.19M
|
94.3K
$28.8M
|
|
|
May 16, 2022
Q1 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.89K+ 130.56% |
$935K - $1.17M
|
10.4K
$3.18M
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.77K+ 1220.51% |
$916K - $1.15M
|
6.25K
$1.91M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.72K+ 23.28% |
$909K - $1.14M
|
30.3K
$9.26M
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5.63KNew |
$893K - $1.12M
|
5.63K
$1.72M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.49K+ 105.15% |
$871K - $1.09M
|
10.7K
$3.27M
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
5.48KNew |
$869K - $1.09M
|
5.48K
$1.67M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.36K+ 21.19% |
$851K - $1.06M
|
30.7K
$9.37M
|
|
|
May 11, 2022
Q1 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
5.34KNew |
$848K - $1.06M
|
5.34K
$1.63M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
5.33K+ 177500.0% |
$845K - $1.06M
|
5.33K
$1.63M
|
|
|
May 13, 2022
Q1 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
5.21KNew |
$827K - $1.03M
|
5.21K
$1.59M
|
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5.09K+ 0.47% |
$808K - $1.01M
|
1.09M
$334M
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.09K+ 5.73% |
$807K - $1.01M
|
93.8K
$28.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.01K+ 84.95% |
$796K - $994K
|
10.9K
$3.33M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5K+ 5.1% |
$794K - $992K
|
103K
$31.5M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5K+ 5.1% |
$794K - $992K
|
103K
$31.5M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.96K+ 4.19% |
$788K - $984K
|
123K
$37.7M
|
|
|
May 16, 2022
Q1 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
4.95K+ 82.5% |
$786K - $982K
|
11K
$3.35M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
4.95K+ 20.85% |
$785K - $981K
|
28.7K
$8.76M
|
|
|
May 12, 2022
Q1 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
4.91K+ 36.69% |
$780K - $975K
|
18.3K
$5.59M
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.88K+ 4.06% |
$774K - $967K
|
125K
$38.2M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.88K+ 384.46% |
$774K - $967K
|
6.14K
$1.88M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.87K+ 108.66% |
$773K - $966K
|
9.35K
$2.86M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.83K+ 265.13% |
$766K - $958K
|
6.65K
$2.03M
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.78K+ 73.18% |
$758K - $947K
|
11.3K
$3.45M
|
|
|
May 09, 2022
Q1 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
4.68KNew |
$742K - $928K
|
4.68K
$1.43M
|
|
|
May 13, 2022
Q1 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
4.64KNew |
$737K - $920K
|
4.64K
$1.42M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
4.63K+ 14.46% |
$734K - $918K
|
36.6K
$11.2M
|
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
4.62K+ 84.6% |
$734K - $917K
|
10.1K
$3.08M
|
|
|
Apr 13, 2022
Q1 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
4.62K+ 154.23% |
$733K - $916K
|
7.61K
$2.33M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.61K+ 0.97% |
$731K - $914K
|
482K
$147M
|
|
|
May 12, 2022
Q1 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
4.53K+ 73.81% |
$719K - $899K
|
10.7K
$3.26M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.53K+ 16.34% |
$718K - $898K
|
32.2K
$9.85M
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.51K+ 1.18% |
$716K - $895K
|
386K
$118M
|