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 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
179+ 5.85% |
$24.1K - $29.7K
|
3.24K
$979K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
177+ 3.8% |
$23.9K - $29.4K
|
4.83K
$1.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
176+ 4.73% |
$23.7K - $29.2K
|
3.89K
$1.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
175+ 0.31% |
$23.6K - $29K
|
56.6K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
175+ 4.62% |
$23.6K - $29K
|
3.96K
$1.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
BUY
|
- |
173+ 2.49% |
$23.3K - $28.7K
|
7.11K
$2.15M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
172+ 30.18% |
$23.2K - $28.5K
|
742
$224K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
171+ 45.12% |
$23.1K - $28.4K
|
550
$166K
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
167+ 0.66% |
$22.5K - $27.7K
|
25.5K
$7.69M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
165+ 7.93% |
$22.3K - $27.4K
|
2.25K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
164+ 0.94% |
$22.1K - $27.2K
|
17.6K
$5.31M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
162+ 8.42% |
$21.9K - $26.9K
|
2.09K
$631K
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
162+ 1.91% |
$21.9K - $26.9K
|
8.65K
$2.62M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
160+ 9.84% |
$21.6K - $26.5K
|
1.79K
$540K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
160+ 16.86% |
$21.6K - $26.5K
|
1.11K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
159+ 2.97% |
$21.5K - $26.4K
|
5.51K
$1.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
156+ 3.27% |
$21K - $25.9K
|
4.93K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
155+ 2.23% |
$20.9K - $25.7K
|
7.12K
$2.15M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
151+ 9.88% |
$20.4K - $25K
|
1.68K
$508K
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
150+ 7.62% |
$20.2K - $24.9K
|
2.12K
$640K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
150+ 7.83% |
$20.2K - $24.9K
|
2.07K
$625K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
149+ 0.38% |
$20.1K - $24.7K
|
39.1K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
148+ 0.12% |
$20K - $24.5K
|
129K
$38.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
146+ 32.74% |
$19.7K - $24.2K
|
592
$179K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
144+ 6.09% |
$19.4K - $23.9K
|
2.51K
$759K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
144+ 0.14% |
$19.4K - $23.9K
|
104K
$31.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
143+ 1.03% |
$19.3K - $23.7K
|
14K
$4.22M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
141+ 238.98% |
$19K - $23.4K
|
200
$60.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
139+ 1.03% |
$18.8K - $23.1K
|
13.6K
$4.12M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
137+ 0.85% |
$18.5K - $22.7K
|
16.2K
$4.91M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
132+ 3.64% |
$17.8K - $21.9K
|
3.76K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
132+ 4.22% |
$17.8K - $21.9K
|
3.26K
$987K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
130+ 3.66% |
$17.5K - $21.6K
|
3.68K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
130+ 1.08% |
$17.5K - $21.6K
|
12.2K
$3.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
128+ 2.84% |
$17.3K - $21.2K
|
4.64K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
128+ 1.01% |
$17.3K - $21.2K
|
12.7K
$3.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
127+ 0.17% |
$17.1K - $21.1K
|
75.7K
$22.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
122+ 4.13% |
$16.5K - $20.2K
|
3.08K
$930K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
122+ 4.68% |
$16.5K - $20.2K
|
2.73K
$826K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
122+ 5.49% |
$16.5K - $20.2K
|
2.35K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
120+ 4.54% |
$16.2K - $19.9K
|
2.77K
$836K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
116New |
$15.6K - $19.2K
|
116
$35.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
113+ 3.19% |
$15.2K - $18.7K
|
3.66K
$1.11M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
112+ 1.36% |
$15.1K - $18.6K
|
8.35K
$2.53M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
112+ 4.05% |
$15.1K - $18.6K
|
2.88K
$870K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
108+ 1.48% |
$14.6K - $17.9K
|
7.4K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
107+ 0.7% |
$14.4K - $17.7K
|
15.4K
$4.66M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
106+ 6.12% |
$14.3K - $17.6K
|
1.84K
$556K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
104+ 4.35% |
$14K - $17.2K
|
2.49K
$754K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
103+ 0.44% |
$13.9K - $17.1K
|
23.5K
$7.11M
|