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
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
95+ 4.35% |
$13.1K - $17.9K
|
2.28K
$689K
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
95+ 5.72% |
$13.1K - $17.9K
|
1.76K
$531K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
94+ 4.02% |
$12.9K - $17.7K
|
2.44K
$736K
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
94+ 0.37% |
$12.9K - $17.7K
|
25.3K
$7.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
93+ 0.05% |
$12.8K - $17.5K
|
182K
$55M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
92+ 0.42% |
$12.7K - $17.3K
|
21.8K
$6.59M
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
92+ 3.03% |
$12.7K - $17.3K
|
3.13K
$946K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
89+ 4.27% |
$12.2K - $16.8K
|
2.17K
$657K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
89+ 6.73% |
$12.2K - $16.8K
|
1.41K
$427K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
88+ 3.83% |
$12.1K - $16.6K
|
2.39K
$721K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
86+ 2.0% |
$11.8K - $16.2K
|
4.38K
$1.32M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
86+ 3.0% |
$11.8K - $16.2K
|
2.95K
$892K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
85New |
$11.7K - $16K
|
85
$25.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
85+ 3.52% |
$11.7K - $16K
|
2.5K
$754K
|
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
85+ 1.0% |
$11.7K - $16K
|
8.6K
$2.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
82+ 0.98% |
$11.3K - $15.5K
|
8.42K
$2.54M
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
80+ 3.1% |
$11K - $15.1K
|
2.66K
$804K
|
|
|
Jul 08, 2022
Q2 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
79+ 2.48% |
$10.9K - $14.9K
|
3.26K
$985K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
76+ 7.27% |
$10.5K - $14.3K
|
1.12K
$339K
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
75+ 0.48% |
$10.3K - $14.1K
|
15.6K
$4.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
75+ 2.36% |
$10.3K - $14.1K
|
3.26K
$983K
|
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
75+ 0.64% |
$10.3K - $14.1K
|
11.9K
$3.59M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
73+ 1.62% |
$10K - $13.8K
|
4.59K
$1.39M
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
72+ 52.94% |
$9.9K - $13.6K
|
208
$62.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
72+ 0.71% |
$9.9K - $13.6K
|
10.2K
$3.08M
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
69+ 3.18% |
$9.49K - $13K
|
2.24K
$676K
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
69+ 1.2% |
$9.49K - $13K
|
5.81K
$1.76M
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
68+ 4.15% |
$9.35K - $12.8K
|
1.71K
$515K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
67+ 0.81% |
$9.21K - $12.6K
|
8.35K
$2.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
67+ 46.53% |
$9.21K - $12.6K
|
211
$63.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
66+ 3.81% |
$9.08K - $12.4K
|
1.8K
$543K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
65+ 1.32% |
$8.94K - $12.2K
|
5K
$1.51M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
65+ 3.46% |
$8.94K - $12.2K
|
1.94K
$587K
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
64+ 2.38% |
$8.8K - $12.1K
|
2.75K
$832K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
61+ 0.61% |
$8.39K - $11.5K
|
10.1K
$3.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
60+ 0.26% |
$8.25K - $11.3K
|
23.4K
$7.08M
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
BUY
|
- |
59+ 1.7% |
$8.11K - $11.1K
|
3.53K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
59+ 2.28% |
$8.11K - $11.1K
|
2.65K
$799K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
58+ 2.27% |
$7.98K - $10.9K
|
2.61K
$789K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
58+ 3.85% |
$7.98K - $10.9K
|
1.56K
$472K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
58+ 2.84% |
$7.98K - $10.9K
|
2.1K
$634K
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
57+ 2.75% |
$7.84K - $10.7K
|
2.13K
$643K
|
|
|
Jul 11, 2022
Q2 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
55+ 0.3% |
$7.56K - $10.4K
|
18.1K
$5.46M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
55+ 0.86% |
$7.56K - $10.4K
|
6.43K
$1.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
55+ 0.73% |
$7.56K - $10.4K
|
7.6K
$2.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
53+ 3.29% |
$7.29K - $9.99K
|
1.67K
$503K
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
BUY
|
- |
52+ 1.05% |
$7.15K - $9.8K
|
5.02K
$1.52M
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
51+ 0.59% |
$7.01K - $9.61K
|
8.64K
$2.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Mount Vernon Associates Inc
|
BUY
|
- |
50+ 0.27% |
$6.88K - $9.42K
|
18.6K
$5.62M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
50+ 1.11% |
$6.88K - $9.42K
|
4.54K
$1.37M
|