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 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-65Closed |
$8.94K - $12.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-66- 2.15% |
$9.08K - $12.4K
|
3K
$908K
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-67- 0.48% |
$9.21K - $12.6K
|
13.9K
$4.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-68- 0.42% |
$9.35K - $12.8K
|
16K
$4.84M
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-68- 29.82% |
$9.35K - $12.8K
|
160
$48.4K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-70- 2.74% |
$9.63K - $13.2K
|
2.49K
$752K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-72- 1.06% |
$9.9K - $13.6K
|
6.7K
$2.02M
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-72- 1.79% |
$9.9K - $13.6K
|
3.94K
$1.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-72- 1.26% |
$9.9K - $13.6K
|
5.64K
$1.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-75- 2.28% |
$10.3K - $14.1K
|
3.22K
$973K
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-75- 0.64% |
$10.3K - $14.1K
|
11.7K
$3.53M
|
|
|
Nov 15, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-75- 0.87% |
$10.3K - $14.1K
|
8.52K
$2.58M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-77- 1.77% |
$10.6K - $14.5K
|
4.28K
$1.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-77- 0.01% |
$10.6K - $14.5K
|
1.45M
$438M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-77- 6.24% |
$10.6K - $14.5K
|
1.16K
$350K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-78- 24.68% |
$10.7K - $14.7K
|
238
$72K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-80- 5.7% |
$11K - $15.1K
|
1.32K
$400K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-80- 2.65% |
$11K - $15.1K
|
2.94K
$890K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-81- 1.15% |
$11.1K - $15.3K
|
6.96K
$2.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-82- 3.98% |
$11.3K - $15.5K
|
1.98K
$598K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-83- 2.21% |
$11.4K - $15.6K
|
3.68K
$1.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Private Management Group Inc
|
SELL
|
- |
-84- 0.25% |
$11.6K - $15.8K
|
34K
$10.3M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-85- 5.15% |
$11.7K - $16K
|
1.57K
$473K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-85- 2.81% |
$11.7K - $16K
|
2.95K
$890K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-87- 1.99% |
$12K - $16.4K
|
4.3K
$1.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-88- 0.91% |
$12.1K - $16.6K
|
9.55K
$2.89M
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-88- 17.81% |
$12.1K - $16.6K
|
406
$123K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-90- 14.56% |
$12.4K - $17K
|
528
$160K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-91- 73.39% |
$12.5K - $17.1K
|
33
$9.98K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-92Closed |
$12.7K - $17.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-93Closed |
$12.8K - $17.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-94- 2.05% |
$12.9K - $17.7K
|
4.5K
$1.36M
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-96- 5.88% |
$13.2K - $18.1K
|
1.54K
$465K
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-97- 2.45% |
$13.3K - $18.3K
|
3.86K
$1.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-97- 4.1% |
$13.3K - $18.3K
|
2.27K
$685K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-97- 4.31% |
$13.3K - $18.3K
|
2.15K
$651K
|
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-98- 0.6% |
$13.5K - $18.5K
|
16.3K
$4.94M
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-100- 3.09% |
$13.8K - $18.8K
|
3.13K
$947K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-100- 0.57% |
$13.8K - $18.8K
|
17.5K
$5.28M
|
|
|
Jul 27, 2022
Q2 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-100- 1.39% |
$13.8K - $18.8K
|
7.11K
$2.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 2.99% |
$13.8K - $18.8K
|
3.24K
$980K
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-100- 0.86% |
$13.8K - $18.8K
|
11.5K
$3.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100Closed |
$13.8K - $18.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-102- 1.47% |
$14K - $19.2K
|
6.82K
$2.06M
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-104- 5.98% |
$14.3K - $19.6K
|
1.64K
$494K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-106- 3.97% |
$14.6K - $20K
|
2.56K
$775K
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-107- 1.79% |
$14.7K - $20.2K
|
5.86K
$1.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-107- 6.85% |
$14.7K - $20.2K
|
1.46K
$440K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-108- 2.37% |
$14.9K - $20.4K
|
4.44K
$1.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-109- 0.68% |
$15K - $20.5K
|
16K
$4.84M
|