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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
296+ 1.46% |
$39.9K - $49.1K
|
20.6K
$6.22M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
295+ 31.89% |
$39.8K - $48.9K
|
1.22K
$369K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
294+ 20.82% |
$39.7K - $48.8K
|
1.71K
$516K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
293+ 4.31% |
$39.5K - $48.6K
|
7.09K
$2.14M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
293+ 4.31% |
$39.5K - $48.6K
|
7.09K
$2.14M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
284+ 6.07% |
$38.3K - $47.1K
|
4.97K
$1.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
279+ 16.81% |
$37.6K - $46.3K
|
1.94K
$586K
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
278+ 1.06% |
$37.5K - $46.1K
|
26.5K
$8.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
266+ 12.03% |
$35.9K - $44.1K
|
2.48K
$749K
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
266+ 3.26% |
$35.9K - $44.1K
|
8.44K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
261+ 7.1% |
$35.2K - $43.3K
|
3.94K
$1.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Cambiar Investors LLC
|
BUY
|
- |
256+ 0.12% |
$34.5K - $42.5K
|
205K
$62.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
253+ 0.3% |
$34.1K - $42K
|
84.2K
$25.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
252+ 25.95% |
$34K - $41.8K
|
1.22K
$370K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250+ 17.05% |
$33.7K - $41.5K
|
1.72K
$519K
|
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
250+ 2.11% |
$33.7K - $41.5K
|
12.1K
$3.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
250+ 0.92% |
$33.7K - $41.5K
|
27.5K
$8.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
BUY
|
- |
250+ 0.37% |
$33.7K - $41.5K
|
67.4K
$20.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
BUY
|
- |
250+ 0.37% |
$33.7K - $41.5K
|
67.4K
$20.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
248+ 7.69% |
$33.5K - $41.1K
|
3.47K
$1.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
245+ 5.76% |
$33.1K - $40.6K
|
4.5K
$1.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
241+ 2.02% |
$32.5K - $40K
|
12.2K
$3.67M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
232+ 7.33% |
$31.3K - $38.5K
|
3.4K
$1.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
228+ 2.67% |
$30.8K - $37.8K
|
8.77K
$2.65M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
225+ 10.14% |
$30.4K - $37.3K
|
2.45K
$739K
|
|
|
Nov 03, 2022
Q3 2022
|
Univest Financial Corp
|
BUY
|
- |
224+ 0.9% |
$30.2K - $37.1K
|
25.2K
$7.63M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
222+ 3.1% |
$30K - $36.8K
|
7.37K
$2.23M
|
|
|
Dec 09, 2024
Q3 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
222+ 0.05% |
$30K - $36.8K
|
477K
$144M
|
|
|
Oct 21, 2022
Q3 2022
|
Mount Vernon Associates Inc
|
BUY
|
- |
220+ 1.18% |
$29.7K - $36.5K
|
18.8K
$5.69M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
220+ 1.78% |
$29.7K - $36.5K
|
12.6K
$3.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
220+ 0.65% |
$29.7K - $36.5K
|
34.2K
$10.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
211+ 0.74% |
$28.5K - $35K
|
28.9K
$8.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
210+ 2.38% |
$28.3K - $34.8K
|
9.03K
$2.73M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
208New |
$28.1K - $34.5K
|
208
$62.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
206+ 0.67% |
$27.8K - $34.2K
|
31K
$9.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
206+ 0.72% |
$27.8K - $34.2K
|
28.7K
$8.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
201+ 2.41% |
$27.1K - $33.3K
|
8.55K
$2.58M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
200+ 48.54% |
$27K - $33.2K
|
612
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
199+ 9.78% |
$26.8K - $33K
|
2.23K
$675K
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
BUY
|
- |
198+ 3.95% |
$26.7K - $32.8K
|
5.22K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
198+ 2.39% |
$26.7K - $32.8K
|
8.5K
$2.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
194+ 18.83% |
$26.2K - $32.2K
|
1.22K
$370K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
190+ 4.46% |
$25.6K - $31.5K
|
4.45K
$1.34M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
189+ 1.99% |
$25.5K - $31.3K
|
9.71K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
187+ 12.06% |
$25.2K - $31K
|
1.74K
$525K
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
186+ 0.33% |
$25.1K - $30.8K
|
55.7K
$16.9M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
185+ 9.58% |
$25K - $30.7K
|
2.12K
$640K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
185+ 1.69% |
$25K - $30.7K
|
11.2K
$3.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
182+ 0.49% |
$24.6K - $30.2K
|
37.5K
$11.3M
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
BUY
|
- |
180+ 4.91% |
$24.3K - $29.9K
|
3.85K
$1.16M
|