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 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-110- 0.41% |
$15.1K - $20.7K
|
26.9K
$8.14M
|
|
Aug 05, 2022
Q2 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-110- 2.83% |
$15.1K - $20.7K
|
3.78K
$1.14M
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-111- 0.91% |
$15.3K - $20.9K
|
12.1K
$3.67M
|
|
Jul 19, 2022
Q2 2022
|
Fruth Investment Management
|
SELL
|
- |
-115- 0.97% |
$15.8K - $21.7K
|
11.8K
$3.57M
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-115- 4.97% |
$15.8K - $21.7K
|
2.2K
$664K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-123- 20.43% |
$16.9K - $23.2K
|
479
$145K
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
SELL
|
- |
-124- 2.42% |
$17.1K - $23.4K
|
5K
$1.51M
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-124- 3.77% |
$17.1K - $23.4K
|
3.16K
$956K
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-125- 4.84% |
$17.2K - $23.6K
|
2.46K
$742K
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-128- 14.75% |
$17.6K - $24.1K
|
740
$224K
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-128- 6.75% |
$17.6K - $24.1K
|
1.77K
$535K
|
|
Jul 06, 2022
Q2 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-130- 8.23% |
$17.9K - $24.5K
|
1.45K
$438K
|
|
Jul 15, 2022
Q2 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-130- 0.47% |
$17.9K - $24.5K
|
27.3K
$8.25M
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-130- 0.2% |
$17.9K - $24.5K
|
65.9K
$19.9M
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-131- 6.14% |
$18K - $24.7K
|
2K
$605K
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-131- 1.85% |
$18K - $24.7K
|
6.97K
$2.11M
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-133- 2.82% |
$18.3K - $25.1K
|
4.59K
$1.39M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-134- 2.3% |
$18.4K - $25.3K
|
5.68K
$1.72M
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-135- 12.74% |
$18.6K - $25.4K
|
925
$280K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-140- 23.85% |
$19.3K - $26.4K
|
447
$135K
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-141- 7.4% |
$19.4K - $26.6K
|
1.76K
$533K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-142- 49.31% |
$19.5K - $26.8K
|
146
$44.1K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-142- 3.76% |
$19.5K - $26.8K
|
3.63K
$1.1M
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-145- 4.8% |
$19.9K - $27.3K
|
2.87K
$869K
|
|
Aug 11, 2022
Q2 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-147- 3.19% |
$20.2K - $27.7K
|
4.47K
$1.35M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-150- 26.69% |
$20.6K - $28.3K
|
412
$125K
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-150- 7.63% |
$20.6K - $28.3K
|
1.82K
$549K
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-150- 8.43% |
$20.6K - $28.3K
|
1.63K
$493K
|
|
Aug 15, 2022
Q2 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-150- 0.47% |
$20.6K - $28.3K
|
31.7K
$9.58M
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-152- 34.23% |
$20.9K - $28.6K
|
292
$88.3K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-153- 1.88% |
$21K - $28.8K
|
7.99K
$2.41M
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-154- 0.95% |
$21.2K - $29K
|
16.1K
$4.87M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-155- 69.82% |
$21.3K - $29.2K
|
67
$20.3K
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-157- 6.38% |
$21.6K - $29.6K
|
2.3K
$696K
|
|
Aug 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-161- 1.78% |
$22.1K - $30.3K
|
8.9K
$2.69M
|
|
Aug 03, 2022
Q2 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-162- 1.44% |
$22.3K - $30.5K
|
11.1K
$3.36M
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-166- 8.57% |
$22.8K - $31.3K
|
1.77K
$536K
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-169- 3.86% |
$23.2K - $31.8K
|
4.2K
$1.27M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-169- 3.42% |
$23.2K - $31.8K
|
4.78K
$1.44M
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-171- 74.35% |
$23.5K - $32.2K
|
59
$17.8K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-171- 26.68% |
$23.5K - $32.2K
|
470
$142K
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-172- 1.12% |
$23.7K - $32.4K
|
15.2K
$4.59M
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-173- 30.03% |
$23.8K - $32.6K
|
403
$122K
|
|
Aug 15, 2022
Q2 2022
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-173- 0.84% |
$23.8K - $32.6K
|
20.5K
$6.18M
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-175Closed |
$24.1K - $33K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-176- 28.3% |
$24.2K - $33.2K
|
446
$135K
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-177- 2.08% |
$24.3K - $33.4K
|
8.32K
$2.51M
|
|
Aug 10, 2022
Q2 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-177- 4.26% |
$24.3K - $33.4K
|
3.98K
$1.2M
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-178- 0.97% |
$24.5K - $33.5K
|
18.2K
$5.49M
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-178- 0.36% |
$24.5K - $33.5K
|
48.9K
$14.8M
|