Purchases and Sales Made in Q2 2022 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
755+ 12.11% |
$104K - $142K
|
6.99K
$2.11M
|
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
752+ 62.67% |
$103K - $142K
|
1.95K
$590K
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
750+ 21.43% |
$103K - $141K
|
4.25K
$1.28M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
749+ 3.01% |
$103K - $141K
|
25.6K
$7.74M
|
|
Jul 29, 2022
Q2 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
747+ 12.28% |
$103K - $141K
|
6.83K
$2.06M
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
732+ 0.71% |
$101K - $138K
|
104K
$31.5M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
725+ 7.3% |
$99.7K - $137K
|
10.7K
$3.22M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
721+ 3.83% |
$99.1K - $136K
|
19.5K
$5.9M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
715+ 60.19% |
$98.3K - $135K
|
1.9K
$575K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
714+ 17.75% |
$98.2K - $135K
|
4.74K
$1.43M
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
BUY
|
- |
709+ 8.29% |
$97.5K - $134K
|
9.26K
$2.8M
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
690+ 5.08% |
$94.9K - $130K
|
14.3K
$4.31M
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
690+ 2.07% |
$94.9K - $130K
|
34K
$10.3M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
682+ 6.96% |
$93.8K - $129K
|
10.5K
$3.17M
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
669+ 9.41% |
$92K - $126K
|
7.78K
$2.35M
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
668+ 5.38% |
$91.9K - $126K
|
13.1K
$3.95M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
668+ 1.96% |
$91.9K - $126K
|
34.7K
$10.5M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
660+ 2.25% |
$90.8K - $124K
|
30K
$9.07M
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
658+ 15.51% |
$90.5K - $124K
|
4.9K
$1.48M
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
658+ 19.23% |
$90.5K - $124K
|
4.08K
$1.23M
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
653+ 21.52% |
$89.8K - $123K
|
3.69K
$1.11M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
649+ 19.41% |
$89.2K - $122K
|
3.99K
$1.21M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
643+ 9.98% |
$88.4K - $121K
|
7.09K
$2.14M
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
636+ 40.0% |
$87.5K - $120K
|
2.23K
$672K
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
628+ 6.53% |
$86.4K - $118K
|
10.3K
$3.1M
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
621+ 8.66% |
$85.4K - $117K
|
7.8K
$2.35M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
619New |
$85.1K - $117K
|
619
$187K
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
616+ 5.18% |
$84.7K - $116K
|
12.5K
$3.78M
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
615+ 1.37% |
$84.6K - $116K
|
45.6K
$13.8M
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
600+ 50.76% |
$82.5K - $113K
|
1.78K
$538K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
593+ 32.94% |
$81.5K - $112K
|
2.39K
$723K
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
576+ 11.84% |
$79.2K - $109K
|
5.44K
$1.64M
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
574+ 4.4% |
$78.9K - $108K
|
13.6K
$4.11M
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
571+ 565.35% |
$78.5K - $108K
|
672
$203K
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
570New |
$78.4K - $107K
|
570
$172K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
568+ 0.38% |
$78.1K - $107K
|
149K
$45.1M
|
|
Jul 20, 2022
Q2 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
564+ 9.5% |
$77.6K - $106K
|
6.5K
$1.96M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
559+ 4.6% |
$76.9K - $105K
|
12.7K
$3.84M
|
|
Jul 01, 2022
Q2 2022
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
550+ 0.12% |
$75.6K - $104K
|
475K
$144M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
515+ 11.57% |
$70.8K - $97.1K
|
4.97K
$1.5M
|
|
Aug 03, 2022
Q2 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
515+ 8.75% |
$70.8K - $97.1K
|
6.4K
$1.93M
|
|
Aug 10, 2022
Q2 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
510+ 1.51% |
$70.1K - $96.1K
|
34.4K
$10.4M
|
|
Aug 11, 2022
Q2 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
510+ 4.42% |
$70.1K - $96.1K
|
12.1K
$3.64M
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
506New |
$69.6K - $95.4K
|
506
$153K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
502New |
$69K - $94.6K
|
502
$152K
|
|
Jul 28, 2022
Q2 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
499+ 4.4% |
$68.6K - $94K
|
11.9K
$3.58M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
496+ 0.94% |
$68.2K - $93.5K
|
53.1K
$16M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
491+ 34.55% |
$67.5K - $92.5K
|
1.91K
$578K
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
483+ 29.04% |
$66.4K - $91K
|
2.15K
$648K
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
BUY
|
- |
477+ 1.94% |
$65.6K - $89.9K
|
25.1K
$7.58M
|