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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
441+ 8.82% |
$59.5K - $73.1K
|
5.44K
$1.65M
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
440+ 5.5% |
$59.4K - $73K
|
8.44K
$2.55M
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
433+ 7.39% |
$58.4K - $71.8K
|
6.29K
$1.9M
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
432+ 10.49% |
$58.3K - $71.6K
|
4.55K
$1.38M
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
421+ 5.76% |
$56.8K - $69.8K
|
7.73K
$2.34M
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
415+ 9.87% |
$56K - $68.8K
|
4.62K
$1.4M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
413+ 173.53% |
$55.7K - $68.5K
|
651
$197K
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
409+ 1.95% |
$55.2K - $67.8K
|
21.4K
$6.47M
|
|
Nov 14, 2022
Q3 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
400+ 4.21% |
$54K - $66.3K
|
9.9K
$2.99M
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
400+ 1.18% |
$54K - $66.3K
|
34.2K
$10.3M
|
|
Nov 01, 2022
Q3 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
398+ 1.29% |
$53.7K - $66K
|
31.2K
$9.43M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
397+ 53.29% |
$53.6K - $65.8K
|
1.14K
$345K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
395New |
$53.3K - $65.5K
|
395
$119K
|
|
Oct 27, 2022
Q3 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
392+ 0.29% |
$52.9K - $65K
|
137K
$41.3M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
389+ 8.34% |
$52.5K - $64.5K
|
5.05K
$1.53M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
386+ 15.56% |
$52.1K - $64K
|
2.87K
$867K
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
385+ 24.6% |
$51.9K - $63.8K
|
1.95K
$590K
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
380+ 2.04% |
$51.3K - $63K
|
19K
$5.73M
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
BUY
|
- |
380+ 2.2% |
$51.3K - $63K
|
17.6K
$5.33M
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
373+ 21.05% |
$50.3K - $61.9K
|
2.15K
$649K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
367+ 3.58% |
$49.5K - $60.9K
|
10.6K
$3.21M
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
367+ 4.43% |
$49.5K - $60.9K
|
8.65K
$2.61M
|
|
Nov 14, 2022
Q3 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
366+ 17.67% |
$49.4K - $60.7K
|
2.44K
$737K
|
|
Nov 10, 2022
Q3 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
364+ 5.69% |
$49.1K - $60.4K
|
6.76K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
364+ 22.72% |
$49.1K - $60.4K
|
1.97K
$594K
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
361+ 3.46% |
$48.7K - $59.9K
|
10.8K
$3.26M
|
|
Oct 03, 2022
Q3 2022
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
350+ 0.07% |
$47.2K - $58K
|
476K
$144M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
348+ 5.02% |
$46.9K - $57.7K
|
7.28K
$2.2M
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
344+ 3.32% |
$46.4K - $57K
|
10.7K
$3.24M
|
|
Oct 28, 2022
Q3 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
343+ 0.74% |
$46.3K - $56.9K
|
46.7K
$14.1M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
341+ 3.22% |
$46K - $56.6K
|
10.9K
$3.3M
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
341+ 4.69% |
$46K - $56.6K
|
7.61K
$2.3M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
337+ 27.94% |
$45.5K - $55.9K
|
1.54K
$467K
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
337+ 8.07% |
$45.5K - $55.9K
|
4.51K
$1.36M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
334+ 15.02% |
$45.1K - $55.4K
|
2.56K
$773K
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
331+ 9.45% |
$44.7K - $54.9K
|
3.83K
$1.16M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
329+ 6.08% |
$44.4K - $54.6K
|
5.74K
$1.73M
|
|
Nov 07, 2022
Q3 2022
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
325+ 6.29% |
$43.8K - $53.9K
|
5.49K
$1.66M
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
325+ 5.2% |
$43.8K - $53.9K
|
6.57K
$1.99M
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
318+ 1.46% |
$42.9K - $52.7K
|
22K
$6.66M
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
318+ 18.62% |
$42.9K - $52.7K
|
2.03K
$613K
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
318+ 4.04% |
$42.9K - $52.7K
|
8.19K
$2.48M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
315New |
$42.5K - $52.2K
|
315
$95.2K
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
314+ 3.63% |
$42.4K - $52.1K
|
8.96K
$2.71M
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
311+ 5.5% |
$42K - $51.6K
|
5.97K
$1.8M
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
310+ 4.9% |
$41.8K - $51.4K
|
6.63K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
308+ 18.93% |
$41.6K - $51.1K
|
1.94K
$585K
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
305+ 2.14% |
$41.1K - $50.6K
|
14.6K
$4.41M
|
|
Oct 18, 2022
Q3 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
300+ 8.28% |
$40.5K - $49.8K
|
3.92K
$1.19M
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
297+ 1.87% |
$40.1K - $49.3K
|
16.1K
$4.88M
|