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
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-274- 3.03% |
$37.7K - $51.6K
|
8.76K
$2.65M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-276- 3.88% |
$38K - $52K
|
6.85K
$2.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-283- 12.66% |
$38.9K - $53.3K
|
1.95K
$590K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-284- 6.37% |
$39.1K - $53.5K
|
4.17K
$1.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-285- 2.26% |
$39.2K - $53.7K
|
12.3K
$3.73M
|
|
|
Jul 20, 2022
Q2 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-288- 3.91% |
$39.6K - $54.3K
|
7.07K
$2.14M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-288- 0.38% |
$39.6K - $54.3K
|
76K
$23M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-288- 10.56% |
$39.6K - $54.3K
|
2.44K
$737K
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-289- 12.37% |
$39.7K - $54.5K
|
2.05K
$619K
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-289- 0.69% |
$39.7K - $54.5K
|
41.5K
$12.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-292- 1.68% |
$40.2K - $55K
|
17.1K
$5.18M
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-300- 7.04% |
$41.3K - $56.5K
|
3.96K
$1.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-300- 19.87% |
$41.3K - $56.5K
|
1.21K
$366K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-300Closed |
$41.3K - $56.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-300- 2.7% |
$41.3K - $56.5K
|
10.8K
$3.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-301- 1.37% |
$41.4K - $56.7K
|
21.6K
$6.53M
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-302- 10.07% |
$41.5K - $56.9K
|
2.7K
$816K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-303- 13.16% |
$41.7K - $57.1K
|
2K
$605K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-304- 3.99% |
$41.8K - $57.3K
|
7.31K
$2.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-304- 7.1% |
$41.8K - $57.3K
|
3.98K
$1.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-305- 3.76% |
$41.9K - $57.5K
|
7.82K
$2.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-306- 10.5% |
$42.1K - $57.7K
|
2.61K
$789K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-316- 8.91% |
$43.5K - $59.6K
|
3.23K
$977K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-316Closed |
$43.5K - $59.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-318- 14.03% |
$43.7K - $59.9K
|
1.95K
$589K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-318- 3.6% |
$43.7K - $59.9K
|
8.52K
$2.58M
|
|
|
Jul 25, 2022
Q2 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-320- 0.7% |
$44K - $60.3K
|
45.5K
$13.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-322- 7.34% |
$44.3K - $60.7K
|
4.07K
$1.23M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-326- 10.99% |
$44.8K - $61.4K
|
2.64K
$798K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-333- 11.02% |
$45.8K - $62.8K
|
2.69K
$813K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-335- 10.65% |
$46.1K - $63.1K
|
2.81K
$850K
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-336- 13.18% |
$46.2K - $63.3K
|
2.21K
$669K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-343Closed |
$47.2K - $64.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-348- 1.34% |
$47.9K - $65.6K
|
25.7K
$7.77M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-350- 32.47% |
$48.1K - $66K
|
728
$220K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-350- 7.59% |
$48.1K - $66K
|
4.26K
$1.29M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-357- 11.97% |
$49.1K - $67.3K
|
2.63K
$794K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-363- 7.33% |
$49.9K - $68.4K
|
4.59K
$1.39M
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-365- 5.08% |
$50.2K - $68.8K
|
6.82K
$2.06M
|
|
|
Aug 05, 2022
Q2 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-366- 1.84% |
$50.3K - $69K
|
19.5K
$5.91M
|
|
|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-366- 1.41% |
$50.3K - $69K
|
25.7K
$7.76M
|
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
SELL
|
- |
-368- 1.38% |
$50.6K - $69.4K
|
26.3K
$7.94M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-374- 2.05% |
$51.4K - $70.5K
|
17.9K
$5.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-376- 1.24% |
$51.7K - $70.9K
|
29.9K
$9.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-379- 8.56% |
$52.1K - $71.4K
|
4.05K
$1.22M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-380- 6.56% |
$52.3K - $71.6K
|
5.41K
$1.64M
|
|
|
Aug 04, 2022
Q2 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-381- 0.95% |
$52.4K - $71.8K
|
39.8K
$12M
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-381- 10.84% |
$52.4K - $71.8K
|
3.13K
$948K
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-384- 0.94% |
$52.8K - $72.4K
|
40.6K
$12.3M
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-390- 2.24% |
$53.6K - $73.5K
|
17K
$5.14M
|