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 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-10- 0.23% |
$1.38K - $1.88K
|
4.31K
$1.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-10- 0.08% |
$1.38K - $1.88K
|
13.2K
$3.98M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 7.24% |
$1.51K - $2.07K
|
141
$42.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14- 0.05% |
$1.93K - $2.64K
|
29.4K
$8.89M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-15- 10.27% |
$2.06K - $2.83K
|
131
$39.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-15- 0.99% |
$2.06K - $2.83K
|
1.51K
$455K
|
|
|
Aug 09, 2022
Q2 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-15- 0.06% |
$2.06K - $2.83K
|
23.5K
$7.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-15- 0.16% |
$2.06K - $2.83K
|
9.22K
$2.79M
|
|
|
Aug 11, 2022
Q2 2022
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-16- 0.02% |
$2.2K - $3.02K
|
64.9K
$19.6M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-16- 3.66% |
$2.2K - $3.02K
|
421
$127K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-17- 0.64% |
$2.34K - $3.2K
|
2.64K
$799K
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-17- 0.8% |
$2.34K - $3.2K
|
2.11K
$636K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-18- 0.83% |
$2.48K - $3.39K
|
2.15K
$650K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-19Closed |
$2.61K - $3.58K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-19- 0.44% |
$2.61K - $3.58K
|
4.34K
$1.31M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-19- 0.51% |
$2.61K - $3.58K
|
3.74K
$1.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-20- 0.35% |
$2.75K - $3.77K
|
5.66K
$1.71M
|
|
|
Jul 13, 2022
Q2 2022
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-20Closed |
$2.75K - $3.77K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
SELL
|
- |
-20- 4.27% |
$2.75K - $3.77K
|
448
$135K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-21- 7.72% |
$2.89K - $3.96K
|
251
$75.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-22- 0.38% |
$3.03K - $4.15K
|
5.74K
$1.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-22- 0.1% |
$3.03K - $4.15K
|
22.2K
$6.73M
|
|
|
Aug 02, 2022
Q2 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-23- 1.4% |
$3.16K - $4.33K
|
1.62K
$489K
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-23- 0.46% |
$3.16K - $4.33K
|
5.01K
$1.52M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-24- 0.14% |
$3.3K - $4.52K
|
16.7K
$5.04M
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-25- 0.69% |
$3.44K - $4.71K
|
3.58K
$1.08M
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-25- 0.43% |
$3.44K - $4.71K
|
5.79K
$1.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-25- 0.08% |
$3.44K - $4.71K
|
32.2K
$9.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-25- 0.16% |
$3.44K - $4.71K
|
15.8K
$4.77M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-26- 0.5% |
$3.58K - $4.9K
|
5.16K
$1.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-26- 20.63% |
$3.58K - $4.9K
|
100
$30.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Founders Capital Management, LLC
|
SELL
|
- |
-27- 0.04% |
$3.71K - $5.09K
|
75.3K
$22.8M
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-28- 12.33% |
$3.85K - $5.28K
|
199
$60.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-28- 0.21% |
$3.85K - $5.28K
|
13.4K
$4.06M
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-28Closed |
$3.85K - $5.28K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
SELL
|
- |
-29- 1.95% |
$3.99K - $5.47K
|
1.46K
$441K
|
|
|
Jul 18, 2022
Q2 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-30- 1.89% |
$4.13K - $5.65K
|
1.56K
$470K
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-30- 0.8% |
$4.13K - $5.65K
|
3.74K
$1.13M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-30- 2.31% |
$4.13K - $5.65K
|
1.27K
$383K
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-30- 0.91% |
$4.13K - $5.65K
|
3.26K
$985K
|
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-30- 1.96% |
$4.13K - $5.65K
|
1.5K
$454K
|
|
|
Oct 13, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-30- 34.88% |
$4.13K - $5.65K
|
56
$16.9K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-31- 18.9% |
$4.26K - $5.84K
|
133
$40.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-31- 1.29% |
$4.26K - $5.84K
|
2.37K
$715K
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-31- 0.99% |
$4.26K - $5.84K
|
3.11K
$940K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-32- 0.39% |
$4.4K - $6.03K
|
8.08K
$2.44M
|
|
|
Aug 01, 2022
Q2 2022
|
Lewis Capital Management, LLC
|
SELL
|
- |
-32- 0.6% |
$4.4K - $6.03K
|
5.27K
$1.59M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-32- 0.6% |
$4.4K - $6.03K
|
5.33K
$1.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-32- 0.72% |
$4.4K - $6.03K
|
4.39K
$1.33M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-33- 1.22% |
$4.54K - $6.22K
|
2.68K
$809K
|