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 12, 2022
Q2 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-399- 12.72% |
$54.9K - $75.2K
|
2.74K
$828K
|
|
|
Apr 05, 2024
Q2 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-400- 1.36% |
$55K - $75.4K
|
29.1K
$8.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-403- 1.78% |
$55.4K - $75.9K
|
22.2K
$6.71M
|
|
|
Aug 01, 2022
Q2 2022
|
Chapman Investment Management, LLC
|
SELL
|
- |
-406- 1.93% |
$55.8K - $76.5K
|
20.7K
$6.25M
|
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-409- 14.46% |
$56.2K - $77.1K
|
2.42K
$731K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-412- 3.27% |
$56.7K - $77.6K
|
12.2K
$3.68M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-423- 8.63% |
$58.2K - $79.7K
|
4.48K
$1.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-431- 1.19% |
$59.3K - $81.2K
|
35.8K
$10.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-436- 0.07% |
$60K - $82.2K
|
582K
$176M
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-437- 4.83% |
$60.1K - $82.4K
|
8.61K
$2.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-438- 1.11% |
$60.2K - $82.5K
|
39K
$11.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-439- 6.44% |
$60.4K - $82.7K
|
6.38K
$1.93M
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-440- 17.4% |
$60.5K - $82.9K
|
2.09K
$632K
|
|
|
Jul 01, 2022
Q2 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-440- 13.17% |
$60.5K - $82.9K
|
2.9K
$877K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-444Closed |
$61.1K - $83.7K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-450- 3.88% |
$61.9K - $84.8K
|
11.2K
$3.37M
|
|
|
Aug 04, 2022
Q2 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-455- 3.36% |
$62.6K - $85.7K
|
13.1K
$3.96M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-462- 15.72% |
$63.5K - $87.1K
|
2.48K
$749K
|
|
|
Aug 10, 2022
Q2 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-466- 5.52% |
$64.1K - $87.8K
|
7.98K
$2.41M
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-475- 0.78% |
$65.3K - $89.5K
|
60K
$18.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-477- 7.36% |
$65.6K - $89.9K
|
6K
$1.81M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-480- 2.83% |
$66K - $90.5K
|
16.5K
$4.99M
|
|
|
Jun 07, 2022
Q2 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-484Closed |
$66.6K - $91.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-490- 2.11% |
$67.4K - $92.3K
|
22.7K
$6.86M
|
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
SELL
|
- |
-497- 5.22% |
$68.3K - $93.7K
|
9.02K
$2.73M
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-500- 17.79% |
$68.8K - $94.2K
|
2.31K
$698K
|
|
|
Aug 08, 2022
Q2 2022
|
Weybosset Research & Management LLC
|
SELL
|
- |
-500- 25.0% |
$68.8K - $94.2K
|
1.5K
$454K
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-500- 1.2% |
$68.8K - $94.2K
|
41K
$12.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-504- 2.24% |
$69.3K - $95K
|
22K
$6.65M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-506- 1.73% |
$69.6K - $95.4K
|
28.8K
$8.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-508- 19.09% |
$69.9K - $95.7K
|
2.15K
$651K
|
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-511- 2.22% |
$70.3K - $96.3K
|
22.6K
$6.82M
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-514- 10.82% |
$70.7K - $96.9K
|
4.24K
$1.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-515- 23.05% |
$70.8K - $97.1K
|
1.72K
$520K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-518- 44.43% |
$71.2K - $97.6K
|
648
$196K
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-520- 12.07% |
$71.5K - $98K
|
3.79K
$1.15M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-522- 3.35% |
$71.8K - $98.4K
|
15K
$4.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-524- 7.42% |
$72.1K - $98.8K
|
6.54K
$1.98M
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-525- 1.68% |
$72.2K - $98.9K
|
30.8K
$9.31M
|
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-532- 6.49% |
$73.2K - $100K
|
7.67K
$2.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-532- 75.68% |
$73.2K - $100K
|
171
$51.7K
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-532- 1.55% |
$73.2K - $100K
|
33.8K
$10.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-533- 4.48% |
$73.3K - $100K
|
11.4K
$3.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-535- 11.05% |
$73.6K - $101K
|
4.31K
$1.3M
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-539- 1.43% |
$74.1K - $102K
|
37K
$11.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-542- 0.29% |
$74.5K - $102K
|
186K
$56.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-544Closed |
$74.8K - $103K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-550- 6.88% |
$75.6K - $104K
|
7.45K
$2.25M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-558- 78.81% |
$76.7K - $105K
|
150
$45.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-562- 6.66% |
$77.3K - $106K
|
7.87K
$2.38M
|