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 22, 2022
Q2 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-565- 3.44% |
$77.7K - $106K
|
15.9K
$4.79M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-568Closed |
$78.1K - $107K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-573- 0.28% |
$78.8K - $108K
|
202K
$61M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-582- 25.66% |
$80K - $110K
|
1.69K
$510K
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
SELL
|
- |
-586- 5.48% |
$80.6K - $110K
|
10.1K
$3.05M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-588- 2.69% |
$80.9K - $111K
|
21.3K
$6.43M
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-592- 1.94% |
$81.4K - $112K
|
29.9K
$9.05M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-596- 5.5% |
$82K - $112K
|
10.2K
$3.1M
|
|
Aug 01, 2022
Q2 2022
|
Focused Investors LLC
|
SELL
|
- |
-600- 0.11% |
$82.5K - $113K
|
554K
$167M
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-614- 21.01% |
$84.4K - $116K
|
2.31K
$698K
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-615- 22.39% |
$84.6K - $116K
|
2.13K
$645K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-641- 9.97% |
$88.1K - $121K
|
5.79K
$1.75M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-644- 0.76% |
$88.6K - $121K
|
83.9K
$25.4M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-646- 2.18% |
$88.8K - $122K
|
29K
$8.76M
|
|
Aug 15, 2022
Q2 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-651- 6.36% |
$89.5K - $123K
|
9.59K
$2.9M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-662- 16.14% |
$91K - $125K
|
3.44K
$1.04M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-665- 4.98% |
$91.4K - $125K
|
12.7K
$3.84M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-668- 2.4% |
$91.9K - $126K
|
27.2K
$8.22M
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-671- 29.94% |
$92.3K - $126K
|
1.57K
$475K
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-674- 8.15% |
$92.7K - $127K
|
7.59K
$2.3M
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-674- 8.15% |
$92.7K - $127K
|
7.59K
$2.3M
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-674- 24.84% |
$92.7K - $127K
|
2.04K
$616K
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-683- 18.25% |
$93.9K - $129K
|
3.06K
$925K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-686- 7.28% |
$94.3K - $129K
|
8.74K
$2.64M
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-693- 4.41% |
$95.3K - $131K
|
15K
$4.54M
|
|
Jul 29, 2022
Q2 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-700- 15.67% |
$96.3K - $132K
|
3.77K
$1.14M
|
|
Aug 08, 2022
Q2 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-701- 11.95% |
$96.4K - $132K
|
5.17K
$1.56M
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-704- 27.01% |
$96.8K - $133K
|
1.9K
$575K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-705- 7.18% |
$96.9K - $133K
|
9.11K
$2.75M
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-708- 7.86% |
$97.4K - $133K
|
8.3K
$2.51M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-714Closed |
$98.2K - $135K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-714- 3.11% |
$98.2K - $135K
|
22.2K
$6.72M
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-729- 0.42% |
$100K - $137K
|
175K
$52.8M
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-740- 67.33% |
$102K - $139K
|
359
$109K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-741- 4.21% |
$102K - $140K
|
16.9K
$5.09M
|
|
Aug 15, 2022
Q2 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-750- 0.2% |
$103K - $141K
|
376K
$114M
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-751- 8.36% |
$103K - $142K
|
8.23K
$2.49M
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-755Closed |
$104K - $142K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-775- 29.45% |
$107K - $146K
|
1.86K
$561K
|
|
Jul 18, 2022
Q2 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-785- 3.96% |
$108K - $148K
|
19.1K
$5.76M
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-787- 2.28% |
$108K - $148K
|
33.7K
$10.2M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-787- 10.94% |
$108K - $148K
|
6.41K
$1.94M
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-792- 32.88% |
$109K - $149K
|
1.62K
$489K
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-794- 14.83% |
$109K - $150K
|
4.56K
$1.38M
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-796- 1.56% |
$109K - $150K
|
50.3K
$15.2M
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-797- 11.35% |
$110K - $150K
|
6.23K
$1.88M
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-802- 16.3% |
$110K - $151K
|
4.12K
$1.24M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-806- 6.1% |
$111K - $152K
|
12.4K
$3.75M
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-832- 4.93% |
$114K - $157K
|
16.1K
$4.85M
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-844- 15.0% |
$116K - $159K
|
4.78K
$1.45M
|