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 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
6+ 0.08% |
$809 - $995
|
7.99K
$2.41M
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
4+ 0.02% |
$540 - $663
|
16.3K
$4.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.03% |
$540 - $663
|
11.8K
$3.57M
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.12% |
$405 - $498
|
2.46K
$743K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.13% |
$405 - $498
|
2.23K
$674K
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
3+ 0.05% |
$405 - $498
|
6.41K
$1.94M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3+ 0.12% |
$405 - $498
|
2.6K
$785K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.3% |
$405 - $498
|
1K
$303K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3+ 0.19% |
$405 - $498
|
1.59K
$482K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.09% |
$405 - $498
|
3.17K
$959K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.09% |
$270 - $332
|
2.3K
$694K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.51% |
$270 - $332
|
398
$120K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 0.09% |
$270 - $332
|
2.16K
$652K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2New |
$270 - $332
|
2
$605
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 0.41% |
$270 - $332
|
495
$150K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.06% |
$270 - $332
|
3.14K
$948K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2+ 0.12% |
$270 - $332
|
1.72K
$519K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.17% |
$270 - $332
|
1.18K
$356K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.05% |
$270 - $332
|
3.64K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2+ 0.13% |
$270 - $332
|
1.56K
$473K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2+ 0.13% |
$270 - $332
|
1.58K
$479K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2+ 0.12% |
$270 - $332
|
1.72K
$519K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.73% |
$135 - $166
|
138
$41.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$135 - $166
|
4.66K
$1.41M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.25% |
$135 - $166
|
407
$123K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.44% |
$135 - $166
|
226
$68.3K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 6.67% |
$135 - $166
|
16
$4.84K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1+ 0.06% |
$135 - $166
|
1.82K
$550K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.56% |
$135 - $166
|
40
$12.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$135 - $166
|
2.31K
$698K
|
|
|
Oct 31, 2022
Q3 2022
|
Lewis Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$135 - $166
|
5.27K
$1.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Claris Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$135 - $166
|
2.71K
$819K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.21% |
$135 - $166
|
480
$145K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.05% |
$135 - $166
|
1.86K
$564K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.05% |
$135 - $166
|
2.05K
$621K
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$135 - $166
|
2.11K
$638K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$135 - $166
|
9.15K
$2.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.2% |
$135 - $166
|
513
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.06% |
$135 - $166
|
1.6K
$483K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$135 - $166
|
5.77K
$1.74M
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.55% |
$135 - $166
|
23
$6.95K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.06% |
$135 - $166
|
1.6K
$485K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.12% |
$135 - $166
|
815
$246K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-1- 0.05% |
$135 - $166
|
2.04K
$616K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.03% |
$135 - $166
|
3.29K
$993K
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
SELL
|
- |
-1- 0.05% |
$135 - $166
|
1.84K
$555K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1- 0.06% |
$135 - $166
|
1.78K
$537K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1- 0.04% |
$135 - $166
|
2.38K
$721K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 0.04% |
$270 - $332
|
5.12K
$1.55M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3- 0.1% |
$405 - $498
|
3.05K
$922K
|