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
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.45K- 13.24% |
$199K - $273K
|
9.5K
$2.56M
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.45K- 57.82% |
$200K - $274K
|
1.06K
$285K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.46K- 23.94% |
$200K - $274K
|
4.63K
$1.24M
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.46KClosed |
$201K - $276K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.46KClosed |
$201K - $276K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Valueworks LLC
New York, NY |
SELL
|
- |
-1.46K- 9.81% |
$201K - $276K
|
13.5K
$3.62M
|
|
Jul 22, 2022
Q2 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.47K- 7.65% |
$203K - $278K
|
17.8K
$4.78M
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.47KClosed |
$203K - $278K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-1.48KClosed |
$203K - $279K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.48KClosed |
$204K - $279K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.48K- 2.53% |
$204K - $279K
|
57K
$15.3M
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.49KClosed |
$204K - $280K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.49K- 18.47% |
$205K - $281K
|
6.59K
$1.77M
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.5K- 0.39% |
$206K - $282K
|
377K
$102M
|
|
Jul 25, 2022
Q2 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.5K- 50.0% |
$206K - $283K
|
1.5K
$404K
|
|
Aug 03, 2022
Q2 2022
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.5KClosed |
$206K - $283K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.5K- 27.71% |
$206K - $283K
|
3.91K
$1.05M
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.5KClosed |
$207K - $283K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.51K- 1.05% |
$208K - $285K
|
142K
$38.3M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.53KClosed |
$211K - $289K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.54K- 6.24% |
$211K - $289K
|
23.1K
$6.21M
|
|
Jul 19, 2022
Q2 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.54KClosed |
$211K - $290K
|
0
$0
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.54K- 25.5% |
$212K - $291K
|
4.51K
$1.21M
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.56KClosed |
$214K - $293K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.58K- 11.97% |
$217K - $298K
|
11.6K
$3.13M
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-1.59KClosed |
$218K - $299K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.61K- 5.04% |
$221K - $303K
|
30.3K
$8.14M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.61K- 28.87% |
$221K - $303K
|
3.96K
$1.07M
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-1.61KClosed |
$222K - $304K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-1.61K- 13.26% |
$222K - $304K
|
10.6K
$2.84M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.63K- 5.23% |
$223K - $306K
|
29.4K
$7.92M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.66K- 31.08% |
$228K - $313K
|
3.68K
$990K
|
|
Jul 15, 2022
Q2 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-1.67K- 1.03% |
$230K - $315K
|
160K
$43M
|
|
Jul 21, 2022
Q2 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.7K- 4.75% |
$234K - $320K
|
34.1K
$9.16M
|
|
Aug 04, 2022
Q2 2022
|
Madden Securities Corp
|
SELL
|
- |
-1.7KClosed |
$234K - $320K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.75K- 3.52% |
$241K - $330K
|
47.9K
$12.9M
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.75K- 94.34% |
$241K - $330K
|
105
$28.3K
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.76K- 14.0% |
$242K - $331K
|
10.8K
$2.9M
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-1.79KClosed |
$246K - $337K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.8KClosed |
$248K - $339K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.81K- 14.76% |
$249K - $342K
|
10.5K
$2.82M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.84K- 2.47% |
$252K - $346K
|
72.4K
$19.5M
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.86K- 23.41% |
$255K - $350K
|
6.07K
$1.63M
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.88KClosed |
$259K - $354K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-1.89KClosed |
$260K - $357K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-1.91KClosed |
$262K - $359K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.91K- 1.66% |
$262K - $360K
|
113K
$30.5M
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.92K- 4.26% |
$265K - $363K
|
43.3K
$11.6M
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.97K- 25.67% |
$271K - $371K
|
5.7K
$1.53M
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.98K- 14.95% |
$272K - $373K
|
11.3K
$3.03M
|