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
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.5KNew |
$714K - $893K
|
4.5K
$1.22M
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
4.43K+ 453.79% |
$703K - $879K
|
5.41K
$1.47M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.39K+ 22.36% |
$697K - $871K
|
24K
$6.54M
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
4.38KNew |
$696K - $869K
|
4.38K
$1.19M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
4.37K+ 2.9% |
$693K - $866K
|
155K
$42.1M
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.26K+ 4.67% |
$676K - $844K
|
95.3K
$25.9M
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.2K+ 144.36% |
$666K - $833K
|
7.11K
$1.93M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.17K+ 20.28% |
$662K - $827K
|
24.7K
$6.73M
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4.16KNew |
$661K - $826K
|
4.16K
$1.13M
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
4.08K+ 18.58% |
$648K - $810K
|
26K
$7.09M
|
|
May 09, 2022
Q1 2022
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
4KNew |
$635K - $794K
|
4K
$1.09M
|
|
May 16, 2022
Q1 2022
|
Stanley Capital Management, LLC
Houston, TX |
BUY
|
- |
4K+ 8.92% |
$635K - $794K
|
48.8K
$13.3M
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
4K+ 146.79% |
$635K - $794K
|
6.73K
$1.83M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.99K+ 50.52% |
$633K - $791K
|
11.9K
$3.23M
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.94K+ 1.23% |
$626K - $782K
|
323K
$87.9M
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
3.93KNew |
$624K - $780K
|
3.93K
$1.07M
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
3.87K+ 76.66% |
$615K - $768K
|
8.93K
$2.43M
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
3.82K+ 4.16% |
$606K - $758K
|
95.6K
$26M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.79K+ 203.11% |
$602K - $752K
|
5.66K
$1.54M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.79K+ 203.11% |
$602K - $752K
|
5.66K
$1.54M
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.76K+ 14.86% |
$597K - $747K
|
29.1K
$7.92M
|
|
May 16, 2022
Q1 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
3.75K+ 43.51% |
$595K - $744K
|
12.4K
$3.36M
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$571K - $713K
|
3.6K
$978K
|
|
May 10, 2022
Q1 2022
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.56K+ 6.75% |
$565K - $706K
|
56.2K
$15.3M
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.56KNew |
$565K - $706K
|
3.56K
$968K
|
|
May 12, 2022
Q1 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.55K+ 4.51% |
$564K - $704K
|
82.3K
$22.4M
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.54KNew |
$561K - $701K
|
3.54K
$962K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.53K+ 15.33% |
$560K - $699K
|
26.5K
$7.21M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.5KNew |
$556K - $695K
|
3.5K
$953K
|
|
Apr 20, 2022
Q1 2022
|
Baxter Bros Inc
|
BUY
|
- |
3.49K+ 4.73% |
$554K - $692K
|
77.2K
$21M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.43K+ 55.37% |
$545K - $681K
|
9.63K
$2.62M
|
|
May 16, 2022
Q1 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
3.43K+ 109.8% |
$544K - $680K
|
6.55K
$1.78M
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.43K+ 0.88% |
$544K - $680K
|
395K
$107M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.43K+ 16.4% |
$544K - $679K
|
24.3K
$6.61M
|
|
May 16, 2022
Q1 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.41K+ 236.31% |
$541K - $676K
|
4.85K
$1.32M
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.38KNew |
$537K - $671K
|
3.38K
$919K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.37K+ 24.47% |
$534K - $668K
|
17.1K
$4.66M
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
3.35K+ 24.11% |
$532K - $664K
|
17.2K
$4.69M
|
|
Oct 19, 2023
Q1 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
3.3KNew |
$523K - $654K
|
3.3K
$896K
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3.29KNew |
$522K - $652K
|
3.29K
$894K
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
BUY
|
- |
3.28K+ 4.63% |
$520K - $650K
|
74.1K
$20.1M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.23K+ 12.54% |
$513K - $641K
|
29K
$7.88M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.22K+ 6.52% |
$511K - $638K
|
52.6K
$14.3M
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.21KNew |
$510K - $637K
|
3.21K
$873K
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.17K+ 3.25% |
$503K - $628K
|
101K
$27.4M
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.17KNew |
$503K - $628K
|
3.17K
$861K
|
|
May 16, 2022
Q1 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
3.12K+ 7.24% |
$495K - $618K
|
46.1K
$12.6M
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
3.1K+ 28.58% |
$492K - $615K
|
13.9K
$3.79M
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.1K+ 93.29% |
$492K - $615K
|
6.42K
$1.75M
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.08K+ 66.96% |
$488K - $610K
|
7.67K
$2.09M
|