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
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-846- 2.41% |
$116K - $159K
|
34.2K
$10.3M
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-848- 1.6% |
$117K - $160K
|
52K
$15.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-849Closed |
$117K - $160K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-852- 16.9% |
$117K - $161K
|
4.19K
$1.27M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-852- 9.08% |
$117K - $161K
|
8.54K
$2.58M
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-855- 24.22% |
$118K - $161K
|
2.68K
$809K
|
|
|
Aug 11, 2022
Q2 2022
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-873- 1.55% |
$120K - $165K
|
55.4K
$16.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-888- 2.15% |
$122K - $167K
|
40.4K
$12.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-905Closed |
$124K - $171K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-912- 63.16% |
$125K - $172K
|
532
$161K
|
|
|
Aug 10, 2022
Q2 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-925- 1.81% |
$127K - $174K
|
50.2K
$15.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-931- 3.24% |
$128K - $175K
|
27.8K
$8.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-939- 11.02% |
$129K - $177K
|
7.58K
$2.29M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-948- 15.17% |
$130K - $179K
|
5.3K
$1.6M
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-949- 4.19% |
$130K - $179K
|
21.7K
$6.56M
|
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-962- 9.13% |
$132K - $181K
|
9.57K
$2.89M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-974- 8.27% |
$134K - $184K
|
10.8K
$3.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-979- 0.9% |
$135K - $185K
|
107K
$32.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-992- 10.47% |
$136K - $187K
|
8.48K
$2.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-998- 6.89% |
$137K - $188K
|
13.5K
$4.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1KClosed |
$138K - $188K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1K- 4.47% |
$138K - $188K
|
21.4K
$6.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1K- 7.59% |
$138K - $188K
|
12.2K
$3.68M
|
|
|
Aug 16, 2022
Q2 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1K- 1.18% |
$138K - $188K
|
83.9K
$25.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.07KClosed |
$147K - $201K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.07K- 39.99% |
$148K - $202K
|
1.61K
$487K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.07K- 4.67% |
$148K - $202K
|
21.9K
$6.63M
|
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-1.08KClosed |
$148K - $203K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.08K- 37.37% |
$148K - $203K
|
1.8K
$545K
|
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.08KClosed |
$148K - $203K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.08KClosed |
$148K - $203K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.09K- 2.95% |
$149K - $205K
|
35.7K
$10.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.09KClosed |
$150K - $205K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.09KClosed |
$150K - $205K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 8.58% |
$150K - $206K
|
11.6K
$3.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.09KClosed |
$150K - $206K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.09K- 1.63% |
$150K - $206K
|
65.9K
$19.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.1K- 5.15% |
$151K - $207K
|
20.2K
$6.11M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-1.1KClosed |
$151K - $207K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.1K- 1.02% |
$151K - $207K
|
106K
$32.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.1KClosed |
$151K - $207K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.1K- 5.7% |
$151K - $207K
|
18.2K
$5.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.1KClosed |
$151K - $207K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-1.1K- 18.36% |
$151K - $207K
|
4.9K
$1.48M
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.1KClosed |
$152K - $208K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.1KClosed |
$152K - $208K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-1.11KClosed |
$152K - $208K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.11K- 25.28% |
$153K - $209K
|
3.28K
$992K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.12KClosed |
$154K - $211K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.13KClosed |
$155K - $213K
|
0
$0
|