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 26, 2022
Q2 2022
|
Community Bank, N.A.
|
BUY
|
- |
20+ 0.24% |
$2.75K - $3.77K
|
8.48K
$2.55M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
20+ 5.87% |
$2.75K - $3.77K
|
361
$109K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
20+ 0.54% |
$2.75K - $3.77K
|
3.72K
$1.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
20+ 1.42% |
$2.75K - $3.77K
|
1.43K
$430K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
20New |
$2.75K - $3.77K
|
20
$6.02K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 11.31% |
$2.61K - $3.58K
|
187
$56.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
18+ 0.29% |
$2.48K - $3.39K
|
6.24K
$1.88M
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
16+ 0.24% |
$2.2K - $3.02K
|
6.65K
$2M
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
16+ 0.18% |
$2.2K - $3.02K
|
8.99K
$2.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
15+ 0.8% |
$2.06K - $2.83K
|
1.88K
$566K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
15+ 0.42% |
$2.06K - $2.83K
|
3.55K
$1.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
14+ 4.19% |
$1.93K - $2.64K
|
348
$105K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13+ 0.43% |
$1.79K - $2.45K
|
3.05K
$919K
|
|
|
Jul 19, 2022
Q2 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
13+ 0.38% |
$1.79K - $2.45K
|
3.41K
$1.02M
|
|
|
Aug 03, 2022
Q2 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
12+ 0.07% |
$1.65K - $2.26K
|
16.3K
$4.92M
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
12+ 0.68% |
$1.65K - $2.26K
|
1.77K
$531K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
11+ 0.65% |
$1.51K - $2.07K
|
1.71K
$516K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
11+ 1.08% |
$1.51K - $2.07K
|
1.03K
$310K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10+ 0.25% |
$1.38K - $1.88K
|
4.07K
$1.22M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.56% |
$1.38K - $1.88K
|
1.81K
$544K
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
10+ 0.16% |
$1.38K - $1.88K
|
6.15K
$1.85M
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
10+ 0.01% |
$1.38K - $1.88K
|
166K
$50.1M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
10+ 0.59% |
$1.38K - $1.88K
|
1.71K
$516K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8+ 0.34% |
$1.1K - $1.51K
|
2.38K
$716K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$1.1K - $1.51K
|
8
$2.41K
|
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
BUY
|
- |
8+ 0.18% |
$1.1K - $1.51K
|
4.38K
$1.32M
|
|
|
Aug 17, 2022
Q2 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
8+ 0.1% |
$1.1K - $1.51K
|
8.13K
$2.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8+ 0.51% |
$1.1K - $1.51K
|
1.59K
$479K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.98% |
$1.1K - $1.51K
|
821
$247K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7+ 0.09% |
$963 - $1.32K
|
7.49K
$2.26M
|
|
|
Jul 08, 2022
Q2 2022
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
7+ 0.02% |
$963 - $1.32K
|
37.4K
$11.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
7New |
$963 - $1.32K
|
7
$2.11K
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
7+ 0.2% |
$963 - $1.32K
|
3.5K
$1.05M
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.26% |
$963 - $1.32K
|
2.66K
$800K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6+ 0.26% |
$825 - $1.13K
|
2.35K
$708K
|
|
|
Jul 19, 2022
Q2 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
6+ 0.08% |
$825 - $1.13K
|
7.98K
$2.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
6+ 0.23% |
$825 - $1.13K
|
2.64K
$794K
|
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
5+ 0.02% |
$688 - $942
|
26.8K
$8.08M
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$688 - $942
|
4.39K
$1.32M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.23% |
$688 - $942
|
2.15K
$647K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5+ 0.07% |
$688 - $942
|
6.89K
$2.07M
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
4+ 0.15% |
$550 - $754
|
2.63K
$790K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4+ 0.09% |
$550 - $754
|
4.3K
$1.29M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 7.84% |
$550 - $754
|
55
$16.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3+ 0.01% |
$413 - $565
|
21.2K
$6.39M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.18% |
$413 - $565
|
1.65K
$497K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3+ 0.2% |
$413 - $565
|
1.52K
$457K
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
2+ 0.08% |
$275 - $377
|
2.36K
$710K
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$275 - $377
|
1.7K
$512K
|
|
|
Jul 28, 2022
Q2 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.08% |
$275 - $377
|
2.59K
$781K
|