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
|
Dakota Wealth Management
|
BUY
|
- |
1.47K+ 18.39% |
$234K - $292K
|
9.48K
$2.58M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.47K+ 1.61% |
$233K - $291K
|
92.5K
$25.2M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.46KNew |
$232K - $290K
|
1.46K
$398K
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.46K+ 4.25% |
$232K - $289K
|
35.8K
$9.74M
|
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
1.46K+ 2.24% |
$231K - $289K
|
66.4K
$18.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.44KNew |
$229K - $286K
|
1.44K
$393K
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.42KNew |
$226K - $282K
|
1.42K
$387K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.4K+ 24.21% |
$223K - $278K
|
7.19K
$1.96M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.4K+ 6.03% |
$222K - $277K
|
24.6K
$6.68M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.38K+ 15.89% |
$219K - $274K
|
10.1K
$2.74M
|
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.37KNew |
$217K - $271K
|
1.37K
$372K
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.37KNew |
$217K - $271K
|
1.37K
$371K
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.36KNew |
$216K - $270K
|
1.36K
$371K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 55.72% |
$214K - $268K
|
3.77K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
BUY
|
- |
1.35K+ 2.31% |
$214K - $267K
|
59.6K
$16.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.34KNew |
$213K - $266K
|
1.34K
$365K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 71.64% |
$213K - $266K
|
3.21K
$873K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.34K+ 82.14% |
$212K - $265K
|
2.97K
$807K
|
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.33KNew |
$211K - $263K
|
1.33K
$361K
|
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.33KNew |
$210K - $263K
|
1.33K
$360K
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.31K+ 0.85% |
$208K - $260K
|
155K
$42.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.3KNew |
$206K - $258K
|
1.3K
$354K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.3K+ 1.27% |
$206K - $257K
|
103K
$28.1M
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.3K+ 7.7% |
$206K - $257K
|
18.2K
$4.94M
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.28K+ 1.0% |
$204K - $255K
|
130K
$35.2M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.28K+ 7.36% |
$204K - $254K
|
18.7K
$5.09M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.26K+ 8.4% |
$200K - $250K
|
16.3K
$4.42M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.26K+ 0.92% |
$199K - $249K
|
138K
$37.6M
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.25K+ 11.78% |
$198K - $248K
|
11.9K
$3.23M
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
1.25KNew |
$198K - $247K
|
1.25K
$339K
|
|
|
May 16, 2022
Q1 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.24K+ 9.54% |
$196K - $245K
|
14.2K
$3.86M
|
|
|
May 10, 2022
Q1 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.23K+ 13.35% |
$196K - $245K
|
10.5K
$2.85M
|
|
|
May 09, 2022
Q1 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.23K+ 0.39% |
$195K - $244K
|
314K
$85.3M
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
1.23KNew |
$195K - $243K
|
1.23K
$334K
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
1.23K+ 16.72% |
$194K - $243K
|
8.55K
$2.33M
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
1.22KNew |
$194K - $243K
|
1.22K
$333K
|
|
|
Feb 05, 2025
Q1 2022
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
BUY
|
- |
1.22K+ 6.44% |
$193K - $242K
|
20.1K
$5.47M
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
1.22KNew |
$193K - $241K
|
1.22K
$331K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.21KNew |
$193K - $241K
|
1.21K
$330K
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.21KNew |
$192K - $240K
|
1.21K
$330K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
1.21K+ 4.12% |
$192K - $240K
|
30.5K
$8.3M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.2K+ 45.04% |
$191K - $238K
|
3.87K
$1.05M
|
|
|
May 10, 2022
Q1 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.2KNew |
$190K - $238K
|
1.2K
$326K
|
|
|
Apr 20, 2022
Q1 2022
|
Reinhart Partners, Inc.
|
BUY
|
- |
1.2KNew |
$190K - $238K
|
1.2K
$326K
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
1.2KNew |
$190K - $238K
|
1.2K
$326K
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.2KNew |
$190K - $238K
|
1.2K
$326K
|
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
1.2KNew |
$190K - $238K
|
1.2K
$326K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.2KNew |
$190K - $238K
|
1.2K
$326K
|
|
|
May 13, 2022
Q1 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 10.63% |
$190K - $238K
|
12.5K
$3.39M
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
1.2KNew |
$190K - $237K
|
1.2K
$326K
|