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
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.02KNew |
$320K - $400K
|
2.02K
$536K
|
|
|
Apr 19, 2022
Q1 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
2KNew |
$317K - $397K
|
2K
$531K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
1.97KNew |
$312K - $390K
|
1.97K
$522K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.96KNew |
$311K - $389K
|
1.96K
$521K
|
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
1.94K+ 5.42% |
$308K - $385K
|
37.7K
$10M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.91KNew |
$303K - $379K
|
1.91K
$507K
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.91K+ 7.91% |
$303K - $379K
|
26.1K
$6.92M
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
1.89KNew |
$301K - $376K
|
1.89K
$503K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.88K+ 12.76% |
$299K - $374K
|
16.7K
$4.42M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.8K+ 71.19% |
$286K - $358K
|
4.34K
$1.15M
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.79KNew |
$284K - $355K
|
1.79K
$475K
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.78K+ 14.0% |
$282K - $353K
|
14.5K
$3.85M
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.78K+ 19.71% |
$282K - $353K
|
10.8K
$2.87M
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.78KNew |
$282K - $352K
|
1.78K
$471K
|
|
|
Feb 13, 2025
Q1 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.77KNew |
$281K - $352K
|
1.77K
$470K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.77K+ 17.76% |
$281K - $351K
|
11.7K
$3.12M
|
|
|
May 16, 2022
Q1 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
1.77KNew |
$280K - $350K
|
1.77K
$469K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.76K+ 75.03% |
$279K - $349K
|
4.1K
$1.09M
|
|
|
Apr 05, 2022
Q1 2022
|
Birinyi Associates Inc
|
BUY
|
- |
1.75K+ 17.89% |
$278K - $347K
|
11.5K
$3.06M
|
|
|
May 05, 2022
Q1 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.75KNew |
$277K - $346K
|
1.75K
$464K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.73KNew |
$275K - $344K
|
1.73K
$460K
|
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
1.73KNew |
$275K - $343K
|
1.73K
$459K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.7KNew |
$270K - $338K
|
1.7K
$452K
|
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
BUY
|
- |
1.7KNew |
$270K - $337K
|
1.7K
$451K
|
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.7KNew |
$270K - $337K
|
1.7K
$451K
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.7KNew |
$270K - $337K
|
1.7K
$451K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.69K+ 64.3% |
$268K - $334K
|
4.31K
$1.14M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.68K+ 32.81% |
$267K - $334K
|
6.82K
$1.81M
|
|
|
Apr 27, 2022
Q1 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.68K+ 1.47% |
$267K - $333K
|
116K
$30.9M
|
|
|
May 05, 2022
Q1 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.67K+ 24.69% |
$265K - $332K
|
8.44K
$2.24M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.67K+ 36.47% |
$265K - $331K
|
6.25K
$1.66M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.66K+ 34.79% |
$263K - $329K
|
6.43K
$1.71M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.65K+ 1.45% |
$262K - $328K
|
115K
$30.6M
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
1.65KNew |
$262K - $327K
|
1.65K
$438K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.63K+ 20.73% |
$258K - $323K
|
9.47K
$2.51M
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.61K+ 104.68% |
$256K - $320K
|
3.15K
$836K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.61K+ 16.54% |
$255K - $319K
|
11.3K
$3.01M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.59KNew |
$252K - $315K
|
1.59K
$422K
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.56K+ 2.49% |
$247K - $309K
|
64.2K
$17M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.55K+ 22.22% |
$246K - $307K
|
8.52K
$2.26M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.55K+ 58.7% |
$245K - $306K
|
4.18K
$1.11M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.54K+ 34.24% |
$245K - $306K
|
6.05K
$1.61M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.53KNew |
$243K - $304K
|
1.53K
$407K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.53K+ 6.61% |
$242K - $303K
|
24.6K
$6.53M
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.52K+ 35.84% |
$240K - $301K
|
5.74K
$1.52M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.51K+ 44.5% |
$240K - $300K
|
4.9K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.51KNew |
$239K - $299K
|
1.51K
$400K
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.5KNew |
$238K - $298K
|
1.5K
$399K
|
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
BUY
|
- |
1.49K+ 9.69% |
$237K - $296K
|
16.9K
$4.49M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1.48KNew |
$235K - $293K
|
1.48K
$393K
|