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 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
174+ 2.83% |
$23.9K - $32.8K
|
6.32K
$1.91M
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
173+ 1.0% |
$23.8K - $32.6K
|
17.4K
$5.26M
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
173+ 2.2% |
$23.8K - $32.6K
|
8.05K
$2.43M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
173+ 2.93% |
$23.8K - $32.6K
|
6.08K
$1.84M
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
BUY
|
- |
173+ 10.13% |
$23.8K - $32.6K
|
1.88K
$568K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
172+ 3.27% |
$23.7K - $32.4K
|
5.44K
$1.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
166+ 11.73% |
$22.8K - $31.3K
|
1.58K
$478K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
161+ 6.27% |
$22.1K - $30.3K
|
2.73K
$824K
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
158+ 8.73% |
$21.7K - $29.8K
|
1.97K
$595K
|
|
|
Jul 25, 2022
Q2 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
155+ 1.06% |
$21.3K - $29.2K
|
14.8K
$4.48M
|
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
150+ 4.27% |
$20.6K - $28.3K
|
3.67K
$1.11M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
145+ 7.85% |
$19.9K - $27.3K
|
1.99K
$602K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
141+ 7.55% |
$19.4K - $26.6K
|
2.01K
$607K
|
|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
141+ 1.13% |
$19.4K - $26.6K
|
12.6K
$3.81M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
136New |
$18.7K - $25.6K
|
136
$41.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
136+ 0.79% |
$18.7K - $25.6K
|
17.4K
$5.25M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
134+ 1.05% |
$18.4K - $25.3K
|
12.9K
$3.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
132+ 14.13% |
$18.2K - $24.9K
|
1.07K
$322K
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
131+ 2.28% |
$18K - $24.7K
|
5.88K
$1.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
131+ 12.19% |
$18K - $24.7K
|
1.21K
$364K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
129+ 9.55% |
$17.7K - $24.3K
|
1.48K
$447K
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
125+ 2.55% |
$17.2K - $23.6K
|
5.03K
$1.52M
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
123+ 5.45% |
$16.9K - $23.2K
|
2.38K
$719K
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
122+ 8.24% |
$16.8K - $23K
|
1.6K
$484K
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
120+ 3.26% |
$16.5K - $22.6K
|
3.8K
$1.15M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
120+ 1.52% |
$16.5K - $22.6K
|
8K
$2.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
117+ 6.1% |
$16.1K - $22K
|
2.03K
$614K
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
114+ 3.01% |
$15.7K - $21.5K
|
3.9K
$1.18M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
112+ 6.12% |
$15.4K - $21.1K
|
1.94K
$586K
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
111+ 6.8% |
$15.3K - $20.9K
|
1.74K
$527K
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
110+ 3.11% |
$15.1K - $20.7K
|
3.65K
$1.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
108+ 2.92% |
$14.9K - $20.4K
|
3.8K
$1.15M
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
108+ 0.5% |
$14.9K - $20.4K
|
21.7K
$6.56M
|
|
|
Aug 05, 2022
Q2 2022
|
Univest Financial Corp
|
BUY
|
- |
108+ 0.43% |
$14.9K - $20.4K
|
25K
$7.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
107+ 6.11% |
$14.7K - $20.2K
|
1.86K
$561K
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
105+ 0.11% |
$14.4K - $19.8K
|
95.1K
$28.7M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
105+ 7.7% |
$14.4K - $19.8K
|
1.47K
$443K
|
|
|
Aug 02, 2022
Q2 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
104+ 2.06% |
$14.3K - $19.6K
|
5.15K
$1.56M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
102+ 0.51% |
$14K - $19.2K
|
20.3K
$6.13M
|
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
101+ 2.83% |
$13.9K - $19K
|
3.67K
$1.11M
|
|
|
Jul 11, 2022
Q2 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
100+ 4.88% |
$13.8K - $18.8K
|
2.15K
$650K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
100+ 3.33% |
$13.8K - $18.8K
|
3.1K
$937K
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
100+ 0.35% |
$13.8K - $18.8K
|
29.1K
$8.78M
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
100+ 2.07% |
$13.8K - $18.8K
|
4.93K
$1.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
100+ 3.13% |
$13.8K - $18.8K
|
3.29K
$995K
|
|
|
Aug 12, 2022
Q2 2022
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
100+ 6.45% |
$13.8K - $18.8K
|
1.65K
$498K
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
100+ 5.0% |
$13.8K - $18.8K
|
2.1K
$634K
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
100+ 3.87% |
$13.8K - $18.8K
|
2.68K
$811K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
100+ 4.16% |
$13.8K - $18.8K
|
2.5K
$756K
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
BUY
|
- |
96+ 0.28% |
$13.2K - $18.1K
|
33.8K
$10.2M
|