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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
305+ 63.54% |
$41.9K - $57.5K
|
785
$237K
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
300+ 5.87% |
$41.3K - $56.5K
|
5.42K
$1.64M
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
299New |
$41.1K - $56.3K
|
299
$90.3K
|
|
Aug 02, 2022
Q2 2022
|
Wright Investors Service Inc
|
BUY
|
- |
298+ 2.54% |
$41K - $56.2K
|
12K
$3.63M
|
|
Aug 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
297New |
$40.8K - $56K
|
297
$89.7K
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
295+ 19.56% |
$40.6K - $55.6K
|
1.8K
$545K
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
BUY
|
- |
288+ 54.86% |
$39.6K - $54.3K
|
813
$246K
|
|
Aug 03, 2022
Q2 2022
|
Winslow Asset Management Inc
|
BUY
|
- |
282+ 0.75% |
$38.8K - $53.1K
|
38K
$11.5M
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
278+ 3.0% |
$38.2K - $52.4K
|
9.53K
$2.88M
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
272+ 8.73% |
$37.4K - $51.3K
|
3.39K
$1.02M
|
|
Jul 08, 2022
Q2 2022
|
Churchill Management Corp
|
BUY
|
- |
269+ 0.35% |
$37K - $50.7K
|
77.5K
$23.4M
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
265+ 13.1% |
$36.4K - $49.9K
|
2.29K
$691K
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
260+ 2.9% |
$35.8K - $49K
|
9.23K
$2.79M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
259+ 1.51% |
$35.6K - $48.8K
|
17.4K
$5.27M
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
BUY
|
- |
253+ 20.05% |
$34.8K - $47.7K
|
1.52K
$458K
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
251+ 17.38% |
$34.5K - $47.3K
|
1.7K
$512K
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
249+ 10.3% |
$34.2K - $46.9K
|
2.67K
$806K
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
248+ 2.32% |
$34.1K - $46.7K
|
11K
$3.31M
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
247+ 2.46% |
$34K - $46.5K
|
10.3K
$3.11M
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
246+ 2.46% |
$33.8K - $46.4K
|
10.3K
$3.1M
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
245+ 6.23% |
$33.7K - $46.2K
|
4.18K
$1.26M
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
240+ 16.84% |
$33K - $45.2K
|
1.67K
$503K
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
237+ 16.64% |
$32.6K - $44.7K
|
1.66K
$502K
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
234+ 5.29% |
$32.2K - $44.1K
|
4.65K
$1.41M
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
230+ 1.53% |
$31.6K - $43.3K
|
15.3K
$4.62M
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
229+ 2.27% |
$31.5K - $43.2K
|
10.3K
$3.12M
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
226+ 7.97% |
$31.1K - $42.6K
|
3.06K
$925K
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
224+ 8.63% |
$30.8K - $42.2K
|
2.82K
$852K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
224+ 2.23% |
$30.8K - $42.2K
|
10.3K
$3.11M
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
BUY
|
- |
220+ 1.31% |
$30.3K - $41.5K
|
17K
$5.15M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
218+ 4.03% |
$30K - $41.1K
|
5.62K
$1.7M
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
216+ 17.05% |
$29.7K - $40.7K
|
1.48K
$448K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
216+ 23.68% |
$29.7K - $40.7K
|
1.13K
$341K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
213+ 1.31% |
$29.3K - $40.1K
|
16.5K
$4.98M
|
|
Jul 13, 2022
Q2 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
208+ 6.89% |
$28.6K - $39.2K
|
3.23K
$974K
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
207+ 6.9% |
$28.5K - $39K
|
3.21K
$969K
|
|
Aug 15, 2022
Q2 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
207+ 11.11% |
$28.5K - $39K
|
2.07K
$626K
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
206+ 4.78% |
$28.3K - $38.8K
|
4.51K
$1.36M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
205+ 1.06% |
$28.2K - $38.6K
|
19.6K
$5.92M
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
205+ 2.28% |
$28.2K - $38.6K
|
9.19K
$2.77M
|
|
Jul 13, 2022
Q2 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
203+ 1.95% |
$27.9K - $38.3K
|
10.6K
$3.21M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
202+ 0.54% |
$27.8K - $38.1K
|
37.3K
$11.3M
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
200+ 2.46% |
$27.5K - $37.7K
|
8.35K
$2.52M
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
191+ 1.63% |
$26.3K - $36K
|
11.9K
$3.6M
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
189+ 0.71% |
$26K - $35.6K
|
26.8K
$8.09M
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
186+ 1.73% |
$25.6K - $35.1K
|
10.9K
$3.3M
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
185+ 9.56% |
$25.4K - $34.9K
|
2.12K
$640K
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
182+ 1.37% |
$25K - $34.3K
|
13.5K
$4.07M
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
176+ 6.58% |
$24.2K - $33.2K
|
2.85K
$861K
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
175+ 2.16% |
$24.1K - $33K
|
8.28K
$2.5M
|