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 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
50+ 10.0% |
$6.88K - $9.42K
|
550
$165K
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
48+ 1.65% |
$6.6K - $9.05K
|
2.96K
$889K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
47+ 0.18% |
$6.46K - $8.86K
|
26.6K
$7.98M
|
|
|
Aug 01, 2022
Q2 2022
|
Oak Thistle LLC
|
BUY
|
- |
46+ 2.04% |
$6.33K - $8.67K
|
2.3K
$692K
|
|
|
Aug 10, 2022
Q2 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
46+ 0.33% |
$6.33K - $8.67K
|
13.8K
$4.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
46+ 2.6% |
$6.33K - $8.67K
|
1.81K
$544K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
45+ 3.08% |
$6.19K - $8.48K
|
1.51K
$453K
|
|
|
Aug 08, 2022
Q2 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
45+ 1.07% |
$6.19K - $8.48K
|
4.25K
$1.28M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
44+ 2.08% |
$6.05K - $8.29K
|
2.16K
$647K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
44+ 3.1% |
$6.05K - $8.29K
|
1.46K
$439K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
43+ 2.43% |
$5.91K - $8.1K
|
1.81K
$544K
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
43+ 0.29% |
$5.91K - $8.1K
|
15K
$4.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
42New |
$5.78K - $7.92K
|
42
$12.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
42New |
$5.78K - $7.92K
|
42
$12.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
39+ 1.06% |
$5.36K - $7.35K
|
3.73K
$1.12M
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
38+ 0.98% |
$5.23K - $7.16K
|
3.93K
$1.18M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
36+ 0.78% |
$4.95K - $6.78K
|
4.65K
$1.39M
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
35+ 0.04% |
$4.81K - $6.6K
|
90.6K
$27.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
35+ 2.29% |
$4.81K - $6.6K
|
1.56K
$469K
|
|
|
Aug 12, 2022
Q2 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
35+ 2.6% |
$4.81K - $6.6K
|
1.38K
$414K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
35+ 1.44% |
$4.81K - $6.6K
|
2.46K
$740K
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
34+ 0.96% |
$4.68K - $6.41K
|
3.56K
$1.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
33+ 0.51% |
$4.54K - $6.22K
|
6.56K
$1.97M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 2.26% |
$4.54K - $6.22K
|
1.5K
$449K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
32+ 62.75% |
$4.4K - $6.03K
|
83
$24.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
31+ 0.47% |
$4.26K - $5.84K
|
6.65K
$2M
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
30+ 53.57% |
$4.13K - $5.65K
|
86
$25.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
30+ 0.97% |
$4.13K - $5.65K
|
3.12K
$936K
|
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
30+ 0.31% |
$4.13K - $5.65K
|
9.66K
$2.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
29+ 0.32% |
$3.99K - $5.47K
|
8.99K
$2.7M
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
27+ 1.17% |
$3.71K - $5.09K
|
2.33K
$699K
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
27+ 1.47% |
$3.71K - $5.09K
|
1.86K
$559K
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
25+ 2.52% |
$3.44K - $4.71K
|
1.02K
$306K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
BUY
|
- |
25+ 0.19% |
$3.44K - $4.71K
|
13.1K
$3.93M
|
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
25+ 1.75% |
$3.44K - $4.71K
|
1.45K
$436K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
25+ 1.7% |
$3.44K - $4.71K
|
1.5K
$450K
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
25+ 0.91% |
$3.44K - $4.71K
|
2.77K
$831K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
24+ 1.52% |
$3.3K - $4.52K
|
1.61K
$483K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
23+ 5.75% |
$3.16K - $4.33K
|
423
$127K
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
23+ 0.33% |
$3.16K - $4.33K
|
6.91K
$2.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
23+ 0.36% |
$3.16K - $4.33K
|
6.47K
$1.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
23+ 30.67% |
$3.16K - $4.33K
|
98
$29.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
22+ 1.52% |
$3.03K - $4.15K
|
1.47K
$440K
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
22+ 1.15% |
$3.03K - $4.15K
|
1.93K
$580K
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
21+ 0.53% |
$2.89K - $3.96K
|
4K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
21+ 1.31% |
$2.89K - $3.96K
|
1.63K
$489K
|
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
21New |
$2.89K - $3.96K
|
21
$6.31K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
20New |
$2.75K - $3.77K
|
20
$6.01K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 2.15% |
$2.75K - $3.77K
|
949
$285K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
BUY
|
- |
20+ 0.24% |
$2.75K - $3.77K
|
8.48K
$2.55M
|