Purchases and Sales Made in Q3 2022 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
635+ 37.46% |
$85.7K - $105K
|
2.33K
$704K
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
634+ 6.85% |
$85.5K - $105K
|
9.9K
$2.99M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
630+ 1.91% |
$85K - $104K
|
33.6K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
626+ 30.45% |
$84.5K - $104K
|
2.68K
$811K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
624+ 18.49% |
$84.2K - $103K
|
4K
$1.21M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
620+ 3.62% |
$83.6K - $103K
|
17.7K
$5.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
616New |
$83.1K - $102K
|
616
$186K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
613+ 5.68% |
$82.7K - $102K
|
11.4K
$3.45M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
603+ 6.98% |
$81.4K - $100K
|
9.25K
$2.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
600+ 19.99% |
$80.9K - $99.5K
|
3.6K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
596New |
$80.4K - $98.8K
|
596
$180K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
590+ 10.23% |
$79.6K - $97.8K
|
6.36K
$1.92M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
552+ 0.53% |
$74.5K - $91.5K
|
105K
$31.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
547+ 2.36% |
$73.8K - $90.7K
|
23.8K
$7.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
546+ 0.58% |
$73.7K - $90.5K
|
95.4K
$28.9M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
540+ 5.25% |
$72.9K - $89.6K
|
10.8K
$3.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
538+ 0.38% |
$72.6K - $89.2K
|
141K
$42.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
534+ 2.95% |
$72K - $88.6K
|
18.6K
$5.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
531+ 12.73% |
$71.6K - $88.1K
|
4.7K
$1.42M
|
|
|
Oct 19, 2022
Q3 2022
|
Jlb & Associates Inc
|
BUY
|
- |
527+ 17.42% |
$71.1K - $87.4K
|
3.55K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
521+ 3.5% |
$70.3K - $86.4K
|
15.4K
$4.66M
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
520+ 2.27% |
$70.2K - $86.2K
|
23.4K
$7.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
517+ 0.93% |
$69.7K - $85.7K
|
56K
$16.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
516+ 5.59% |
$69.6K - $85.6K
|
9.74K
$2.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
511+ 0.01% |
$68.9K - $84.7K
|
4.75M
$1.44B
|
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
510+ 1.2% |
$68.8K - $84.6K
|
43K
$13M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
500+ 7.18% |
$67.5K - $82.9K
|
7.46K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.47% |
$67.5K - $82.9K
|
108K
$32.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
493+ 12.65% |
$66.5K - $81.8K
|
4.39K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
490+ 7000.0% |
$66.1K - $81.3K
|
497
$150K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
488+ 18.24% |
$65.8K - $80.9K
|
3.16K
$956K
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
488+ 19.21% |
$65.8K - $80.9K
|
3.03K
$915K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
482+ 134.26% |
$65K - $79.9K
|
841
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
480New |
$64.8K - $79.6K
|
480
$145K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
476+ 2.4% |
$64.2K - $78.9K
|
20.3K
$6.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
473+ 1.97% |
$63.8K - $78.4K
|
24.5K
$7.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
470New |
$63.4K - $77.9K
|
470
$142K
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
467+ 7.35% |
$63K - $77.4K
|
6.82K
$2.06M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
465+ 2.38% |
$62.7K - $77.1K
|
20K
$6.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
464+ 2.26% |
$62.6K - $76.9K
|
21K
$6.34M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
463+ 3.9% |
$62.5K - $76.8K
|
12.3K
$3.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
463+ 3.75% |
$62.5K - $76.8K
|
12.8K
$3.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
451+ 27.86% |
$60.8K - $74.8K
|
2.07K
$626K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
BUY
|
- |
450+ 0.95% |
$60.7K - $74.6K
|
47.6K
$14.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
448+ 8.7% |
$60.4K - $74.3K
|
5.6K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
447+ 6.91% |
$60.3K - $74.1K
|
6.91K
$2.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
446+ 3.83% |
$60.2K - $74K
|
12.1K
$3.65M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
443+ 10.93% |
$59.8K - $73.5K
|
4.5K
$1.36M
|
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
442+ 7.52% |
$59.6K - $73.3K
|
6.32K
$1.91M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
442+ 4.07% |
$59.6K - $73.3K
|
11.3K
$3.42M
|