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 01, 2022
Q2 2022
|
Asset Management Corp
|
BUY
|
- |
2+ 0.07% |
$275 - $377
|
2.96K
$891K
|
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.06% |
$275 - $377
|
3.64K
$1.09M
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.12% |
$275 - $377
|
1.6K
$482K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.2% |
$138 - $188
|
512
$154K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.04% |
$138 - $188
|
2.29K
$690K
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$138 - $188
|
5.1K
$1.53M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.02% |
$138 - $188
|
4.21K
$1.27M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$138 - $188
|
396
$119K
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$138 - $188
|
1.9K
$572K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.06% |
$138 - $188
|
1.63K
$489K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 33.33% |
$138 - $188
|
4
$1.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1+ 0.05% |
$138 - $188
|
1.96K
$591K
|
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
BUY
|
- |
1+ 0.02% |
$138 - $188
|
6.41K
$1.93M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.59% |
$138 - $188
|
170
$51.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$138 - $188
|
19.8K
$5.97M
|
|
|
Jul 28, 2022
Q2 2022
|
Claris Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$138 - $188
|
2.71K
$815K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.64% |
$138 - $188
|
158
$47.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$138 - $188
|
17.8K
$5.35M
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1+ 0.02% |
$138 - $188
|
4.7K
$1.42M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$138 - $188
|
2.06K
$619K
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$138 - $188
|
9.15K
$2.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.05% |
$138 - $188
|
1.86K
$561K
|
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$138 - $188
|
2.11K
$634K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$138 - $188
|
6.09K
$1.83M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.45% |
$138 - $188
|
225
$67.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.09% |
$138 - $188
|
1.11K
$333K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 0.06% |
$138 - $188
|
1.58K
$474K
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$138 - $188
|
12.5K
$3.77M
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.44% |
$138 - $188
|
228
$68.6K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.12% |
$138 - $188
|
814
$245K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 2.5% |
$138 - $188
|
39
$11.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-1- -0.0% |
$138 - $188
|
42.5K
$12.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2- 0.03% |
$275 - $377
|
6.08K
$1.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2- 0.11% |
$275 - $377
|
1.76K
$530K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 0.42% |
$413 - $565
|
717
$216K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-3- 0.23% |
$413 - $565
|
1.28K
$385K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3- 0.07% |
$413 - $565
|
4.05K
$1.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3- 0.03% |
$413 - $565
|
11.7K
$3.53M
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-4- 0.12% |
$550 - $754
|
3.29K
$989K
|
|
|
Aug 04, 2022
Q2 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-4- 0.06% |
$550 - $754
|
6.19K
$1.86M
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5- 0.15% |
$688 - $942
|
3.31K
$996K
|
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-5- 0.11% |
$688 - $942
|
4.6K
$1.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5- 1.3% |
$688 - $942
|
379
$114K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-6- 0.2% |
$825 - $1.13K
|
3.07K
$924K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6- 9.84% |
$825 - $1.13K
|
55
$16.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-7- 0.31% |
$963 - $1.32K
|
2.25K
$678K
|
|
|
Jul 06, 2022
Q2 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-8- 0.46% |
$1.1K - $1.51K
|
1.72K
$518K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.19% |
$1.24K - $1.7K
|
4.63K
$1.39M
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-9- 0.37% |
$1.24K - $1.7K
|
2.44K
$734K
|