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 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
22+ 0.89% |
$2.97K - $3.65K
|
2.5K
$756K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
22+ 1.82% |
$2.97K - $3.65K
|
1.23K
$372K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
22+ 0.17% |
$2.97K - $3.65K
|
12.7K
$3.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
22+ 11.96% |
$2.97K - $3.65K
|
206
$62.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
21+ 3.53% |
$2.83K - $3.48K
|
616
$186K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
21+ 1.38% |
$2.83K - $3.48K
|
1.54K
$466K
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
20+ 0.32% |
$2.7K - $3.32K
|
6.26K
$1.89M
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
20+ 0.27% |
$2.7K - $3.32K
|
7.35K
$2.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
20+ 0.17% |
$2.7K - $3.32K
|
11.8K
$3.58M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
20New |
$2.7K - $3.32K
|
20
$6.05K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
19+ 1.0% |
$2.56K - $3.15K
|
1.92K
$581K
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
19+ 0.36% |
$2.56K - $3.15K
|
5.32K
$1.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
19+ 1.2% |
$2.56K - $3.15K
|
1.6K
$485K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
19+ 0.47% |
$2.56K - $3.15K
|
4.02K
$1.22M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
18+ 0.51% |
$2.43K - $2.99K
|
3.55K
$1.07M
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
16New |
$2.16K - $2.65K
|
16
$4.84K
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
BUY
|
- |
15+ 0.93% |
$2.02K - $2.49K
|
1.63K
$493K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 0.61% |
$2.02K - $2.49K
|
2.48K
$749K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
15+ 0.77% |
$2.02K - $2.49K
|
1.96K
$591K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
15+ 7.69% |
$2.02K - $2.49K
|
210
$63.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
14+ 0.11% |
$1.89K - $2.32K
|
12.5K
$3.78M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
14New |
$1.89K - $2.32K
|
14
$4.23K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
14+ 0.48% |
$1.89K - $2.32K
|
2.96K
$895K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
14+ 0.34% |
$1.89K - $2.32K
|
4.08K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
14+ 0.93% |
$1.89K - $2.32K
|
1.52K
$460K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
13+ 0.62% |
$1.75K - $2.16K
|
2.11K
$637K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
13+ 0.81% |
$1.75K - $2.16K
|
1.62K
$490K
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
13+ 0.16% |
$1.75K - $2.16K
|
8.27K
$2.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
13+ 0.42% |
$1.75K - $2.16K
|
3.08K
$932K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 0.8% |
$1.75K - $2.16K
|
1.64K
$495K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 6.95% |
$1.75K - $2.16K
|
200
$60.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
12+ 0.41% |
$1.62K - $1.99K
|
2.97K
$899K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 8.51% |
$1.62K - $1.99K
|
153
$46.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
12+ 0.33% |
$1.62K - $1.99K
|
3.61K
$1.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
11+ 1.08% |
$1.48K - $1.82K
|
1.03K
$311K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.18% |
$1.48K - $1.82K
|
6.1K
$1.84M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
11+ 0.7% |
$1.48K - $1.82K
|
1.59K
$481K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.23% |
$1.35K - $1.66K
|
4.4K
$1.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
10+ 0.08% |
$1.35K - $1.66K
|
13.3K
$4.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10+ 0.63% |
$1.35K - $1.66K
|
1.59K
$480K
|
|
|
Nov 14, 2022
Q3 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
10+ 0.19% |
$1.35K - $1.66K
|
5.33K
$1.61M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
8+ 0.3% |
$1.08K - $1.33K
|
2.67K
$806K
|
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
8+ 0.08% |
$1.08K - $1.33K
|
10.6K
$3.21M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8+ 1.12% |
$1.08K - $1.33K
|
725
$219K
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
8+ 0.39% |
$1.08K - $1.33K
|
2.05K
$620K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8+ 3.56% |
$1.08K - $1.33K
|
233
$70.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
7+ 0.09% |
$944 - $1.16K
|
7.46K
$2.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7+ 0.29% |
$944 - $1.16K
|
2.43K
$733K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7+ 0.37% |
$944 - $1.16K
|
1.88K
$567K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6+ 0.2% |
$809 - $995
|
3.04K
$920K
|