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 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
101+ 2.3% |
$13.6K - $16.7K
|
4.49K
$1.36M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
BUY
|
- |
100+ 4.76% |
$13.5K - $16.6K
|
2.2K
$665K
|
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
100+ 2.16% |
$13.5K - $16.6K
|
4.74K
$1.43M
|
|
|
Oct 19, 2022
Q3 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
100+ 4.2% |
$13.5K - $16.6K
|
2.48K
$750K
|
|
|
Oct 24, 2022
Q3 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
100+ 1.54% |
$13.5K - $16.6K
|
6.6K
$2M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 24.81% |
$13.5K - $16.6K
|
503
$152K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
99+ 7.82% |
$13.4K - $16.4K
|
1.37K
$413K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
98+ 0.29% |
$13.2K - $16.3K
|
33.9K
$10.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
97+ 0.55% |
$13.1K - $16.1K
|
17.9K
$5.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
94+ 4.79% |
$12.7K - $15.6K
|
2.06K
$622K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
94+ 3.14% |
$12.7K - $15.6K
|
3.09K
$933K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
94+ 1.19% |
$12.7K - $15.6K
|
7.98K
$2.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
93+ 0.58% |
$12.5K - $15.4K
|
16.1K
$4.86M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
93+ 2.03% |
$12.5K - $15.4K
|
4.68K
$1.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
92+ 1.22% |
$12.4K - $15.3K
|
7.65K
$2.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
91+ 1.07% |
$12.3K - $15.1K
|
8.56K
$2.59M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
91+ 1.04% |
$12.3K - $15.1K
|
8.85K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
91+ 5.58% |
$12.3K - $15.1K
|
1.72K
$520K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
90+ 2.14% |
$12.1K - $14.9K
|
4.3K
$1.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
89+ 4.56% |
$12K - $14.8K
|
2.04K
$617K
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
88+ 0.98% |
$11.9K - $14.6K
|
9.06K
$2.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
86+ 5.5% |
$11.6K - $14.3K
|
1.65K
$499K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
86+ 5.33% |
$11.6K - $14.3K
|
1.7K
$513K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
85+ 1.87% |
$11.5K - $14.1K
|
4.63K
$1.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
85+ 0.51% |
$11.5K - $14.1K
|
16.7K
$5.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
84+ 0.69% |
$11.3K - $13.9K
|
12.3K
$3.71M
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
83+ 296.43% |
$11.2K - $13.8K
|
111
$33.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
81+ 1.07% |
$10.9K - $13.4K
|
7.68K
$2.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
78+ 2.71% |
$10.5K - $12.9K
|
2.95K
$893K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78+ 1.14% |
$10.5K - $12.9K
|
6.9K
$2.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
77+ 0.29% |
$10.4K - $12.8K
|
27K
$8.16M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
76+ 0.28% |
$10.3K - $12.6K
|
27.1K
$8.21M
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
75+ 0.48% |
$10.1K - $12.4K
|
15.7K
$4.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
74+ 0.55% |
$9.98K - $12.3K
|
13.6K
$4.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
73+ 2.59% |
$9.85K - $12.1K
|
2.89K
$874K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
71+ 6.29% |
$9.58K - $11.8K
|
1.2K
$363K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
71+ 1.28% |
$9.58K - $11.8K
|
5.61K
$1.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
70+ 5.29% |
$9.44K - $11.6K
|
1.39K
$421K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
70+ 1.29% |
$9.44K - $11.6K
|
5.49K
$1.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
70+ 1.64% |
$9.44K - $11.6K
|
4.35K
$1.31M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
67+ 2.99% |
$9.04K - $11.1K
|
2.31K
$697K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
65+ 1.51% |
$8.77K - $10.8K
|
4.36K
$1.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
64+ 1.53% |
$8.63K - $10.6K
|
4.25K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
62+ 0.41% |
$8.36K - $10.3K
|
15.1K
$4.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
60+ 3.13% |
$8.09K - $9.95K
|
1.98K
$598K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
58+ 2.95% |
$7.82K - $9.62K
|
2.03K
$613K
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
57+ 0.31% |
$7.69K - $9.45K
|
18.2K
$5.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
57+ 1.01% |
$7.69K - $9.45K
|
5.68K
$1.72M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
55+ 0.8% |
$7.42K - $9.12K
|
6.9K
$2.09M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
55+ 0.15% |
$7.42K - $9.12K
|
37.1K
$11.2M
|