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 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-3- 0.16% |
$405 - $498
|
1.88K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3- 0.2% |
$405 - $498
|
1.48K
$447K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3- 8.33% |
$405 - $498
|
33
$9.98K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-4- 1.65% |
$540 - $663
|
239
$72.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4- 0.18% |
$540 - $663
|
2.21K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-4- 0.15% |
$540 - $663
|
2.62K
$792K
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-5- 0.25% |
$675 - $829
|
2.01K
$606K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 2.61% |
$809 - $995
|
224
$67.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.06% |
$809 - $995
|
10.2K
$3.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-6- 0.21% |
$809 - $995
|
2.84K
$860K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6- 0.03% |
$809 - $995
|
21.2K
$6.4M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-7- 0.3% |
$944 - $1.16K
|
2.35K
$710K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-7- 0.26% |
$944 - $1.16K
|
2.69K
$813K
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7- 0.07% |
$944 - $1.16K
|
9.56K
$2.89M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-8- 0.44% |
$1.08K - $1.33K
|
1.8K
$545K
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-9- 0.46% |
$1.21K - $1.49K
|
1.93K
$584K
|
|
|
Nov 03, 2022
Q3 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-9- 0.03% |
$1.21K - $1.49K
|
32.2K
$9.73M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-10- 0.11% |
$1.35K - $1.66K
|
8.73K
$2.64M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-10- 0.28% |
$1.35K - $1.66K
|
3.55K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-10- 0.43% |
$1.35K - $1.66K
|
2.29K
$693K
|
|
|
Nov 09, 2022
Q3 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-10- 0.08% |
$1.35K - $1.66K
|
11.9K
$3.59M
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10- 0.19% |
$1.35K - $1.66K
|
5.35K
$1.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-12- 0.63% |
$1.62K - $1.99K
|
1.89K
$571K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-12- 0.68% |
$1.62K - $1.99K
|
1.74K
$527K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-13- 0.91% |
$1.75K - $2.16K
|
1.42K
$429K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-14- 4.02% |
$1.89K - $2.32K
|
334
$101K
|
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-15- 0.08% |
$2.02K - $2.49K
|
18.1K
$5.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-15- 0.46% |
$2.02K - $2.49K
|
3.23K
$975K
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-16- 0.24% |
$2.16K - $2.65K
|
6.63K
$2M
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.98% |
$2.16K - $2.65K
|
1.62K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-17- 0.58% |
$2.29K - $2.82K
|
2.93K
$885K
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.16% |
$2.43K - $2.99K
|
10.9K
$3.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-18- 1.06% |
$2.43K - $2.99K
|
1.69K
$510K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-19- 0.11% |
$2.56K - $3.15K
|
17.9K
$5.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-19- 6.51% |
$2.56K - $3.15K
|
273
$82.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-19- 0.83% |
$2.56K - $3.15K
|
2.26K
$683K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-20- 0.03% |
$2.7K - $3.32K
|
75.2K
$22.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-21- 0.45% |
$2.83K - $3.48K
|
4.61K
$1.39M
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-23- 5.44% |
$3.1K - $3.81K
|
400
$121K
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-23- 0.5% |
$3.1K - $3.81K
|
4.58K
$1.38M
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-24- 1.05% |
$3.24K - $3.98K
|
2.27K
$685K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-24- 1.56% |
$3.24K - $3.98K
|
1.51K
$458K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-25- 3.28% |
$3.37K - $4.15K
|
738
$223K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-25- 0.33% |
$3.37K - $4.15K
|
7.47K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-25- 6.67% |
$3.37K - $4.15K
|
350
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-25- 0.09% |
$3.37K - $4.15K
|
26.5K
$8.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-26- 47.27% |
$3.51K - $4.31K
|
29
$8.77K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-26- 2.46% |
$3.51K - $4.31K
|
1.03K
$312K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-27- 1.16% |
$3.64K - $4.48K
|
2.3K
$695K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-27- 0.72% |
$3.64K - $4.48K
|
3.74K
$1.13M
|