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 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
476+ 28.18% |
$65.5K - $89.7K
|
2.17K
$654K
|
|
Jul 19, 2022
Q2 2022
|
Jlb & Associates Inc
|
BUY
|
- |
468+ 18.3% |
$64.4K - $88.2K
|
3.03K
$914K
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
460+ 11.02% |
$63.3K - $86.7K
|
4.64K
$1.4M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
455+ 7.02% |
$62.6K - $85.7K
|
6.93K
$2.09M
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
450+ 8.46% |
$61.9K - $84.8K
|
5.77K
$1.74M
|
|
Aug 09, 2022
Q2 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
449+ 0.84% |
$61.7K - $84.6K
|
54.2K
$16.4M
|
|
Aug 10, 2022
Q2 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
448+ 0.39% |
$61.6K - $84.4K
|
115K
$34.8M
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
447+ 3.76% |
$61.5K - $84.2K
|
12.3K
$3.73M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
440+ 6.98% |
$60.5K - $82.9K
|
6.74K
$2.04M
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
437New |
$60.1K - $82.4K
|
437
$132K
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
433+ 0.31% |
$59.5K - $81.6K
|
139K
$41.9M
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
433+ 4.1% |
$59.5K - $81.6K
|
11K
$3.32M
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
431+ 0.07% |
$59.3K - $81.2K
|
626K
$189M
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
428+ 2.16% |
$58.9K - $80.7K
|
20.3K
$6.13M
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
425+ 0.76% |
$58.4K - $80.1K
|
56.5K
$17.1M
|
|
Jul 28, 2022
Q2 2022
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
422+ 4.83% |
$58K - $79.5K
|
9.16K
$2.77M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
422+ 15.32% |
$58K - $79.5K
|
3.18K
$960K
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
420+ 16.33% |
$57.8K - $79.2K
|
2.99K
$904K
|
|
Jul 11, 2022
Q2 2022
|
Solitude Financial Services
|
BUY
|
- |
420+ 35.56% |
$57.8K - $79.2K
|
1.6K
$484K
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
420+ 1.88% |
$57.8K - $79.2K
|
22.7K
$6.87M
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
417+ 5.17% |
$57.3K - $78.6K
|
8.49K
$2.56M
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
416+ 3.53% |
$57.2K - $78.4K
|
12.2K
$3.68M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
415+ 5.61% |
$57.1K - $78.2K
|
7.81K
$2.36M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
403+ 6.15% |
$55.4K - $75.9K
|
6.96K
$2.1M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
402+ 9.44% |
$55.3K - $75.8K
|
4.66K
$1.41M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
401+ 4.1% |
$55.1K - $75.6K
|
10.2K
$3.07M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
399+ 25.61% |
$54.9K - $75.2K
|
1.96K
$591K
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
395+ 0.92% |
$54.3K - $74.4K
|
43.3K
$13.1M
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
394+ 2.11% |
$54.2K - $74.3K
|
19.1K
$5.77M
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
392+ 1.29% |
$53.9K - $73.9K
|
30.8K
$9.3M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
392+ 4.7% |
$53.9K - $73.9K
|
8.73K
$2.64M
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
388+ 16.96% |
$53.4K - $73.1K
|
2.68K
$808K
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
371+ 2.1% |
$51K - $69.9K
|
18.1K
$5.46M
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
368+ 26.96% |
$50.6K - $69.4K
|
1.73K
$524K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
364+ 2.57% |
$50.1K - $68.6K
|
14.5K
$4.4M
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
351+ 7.47% |
$48.3K - $66.1K
|
5.05K
$1.52M
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
351+ 3.48% |
$48.3K - $66.1K
|
10.4K
$3.15M
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
350+ 6.13% |
$48.1K - $66K
|
6.06K
$1.83M
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
348+ 3.31% |
$47.9K - $65.6K
|
10.9K
$3.28M
|
|
Jul 26, 2022
Q2 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
342+ 1.21% |
$47K - $64.5K
|
28.7K
$8.67M
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
341+ 2.34% |
$46.9K - $64.3K
|
14.9K
$4.5M
|
|
Jul 19, 2022
Q2 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
335+ 10.19% |
$46.1K - $63.1K
|
3.62K
$1.09M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
334+ 81.27% |
$45.9K - $62.9K
|
745
$225K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
325New |
$44.7K - $61.2K
|
325
$98.2K
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
323+ 2.47% |
$44.4K - $60.9K
|
13.4K
$4.04M
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
BUY
|
- |
322+ 9.46% |
$44.3K - $60.7K
|
3.73K
$1.13M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
318+ 1.15% |
$43.7K - $59.9K
|
28K
$8.45M
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
315+ 0.51% |
$43.3K - $59.4K
|
61.8K
$18.7M
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
307+ 7.34% |
$42.2K - $57.9K
|
4.49K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
307+ 11.37% |
$42.2K - $57.9K
|
3.01K
$908K
|