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 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-27- 0.72% |
$3.64K - $4.48K
|
3.74K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-27- 0.4% |
$3.64K - $4.48K
|
6.74K
$2.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-29- 0.05% |
$3.91K - $4.81K
|
53.1K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-30- 0.84% |
$4.05K - $4.98K
|
3.56K
$1.11M
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
SELL
|
- |
-31- 0.83% |
$4.18K - $5.14K
|
3.73K
$1.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-31- 1.92% |
$4.18K - $5.14K
|
1.59K
$496K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-33- 0.3% |
$4.45K - $5.47K
|
11K
$3.45M
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-34- 0.02% |
$4.59K - $5.64K
|
139K
$43.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-34- 1.03% |
$4.59K - $5.64K
|
3.28K
$1.02M
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-34- 0.88% |
$4.59K - $5.64K
|
3.82K
$1.19M
|
|
|
Nov 01, 2022
Q3 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-34- 0.78% |
$4.59K - $5.64K
|
4.31K
$1.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-34- 0.31% |
$4.59K - $5.64K
|
10.8K
$3.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-37- 1.85% |
$4.99K - $6.14K
|
1.96K
$614K
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-38- 1.02% |
$5.13K - $6.3K
|
3.7K
$1.16M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-38- 0.38% |
$5.13K - $6.3K
|
9.96K
$3.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-40- 1.06% |
$5.4K - $6.63K
|
3.72K
$1.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-41- 0.82% |
$5.53K - $6.8K
|
4.96K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-41- 1.17% |
$5.53K - $6.8K
|
3.46K
$1.08M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-44- 2.21% |
$5.94K - $7.3K
|
1.95K
$609K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-44- 0.96% |
$5.94K - $7.3K
|
4.55K
$1.42M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-45- 2.15% |
$6.07K - $7.46K
|
2.04K
$639K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-45- 0.65% |
$6.07K - $7.46K
|
6.91K
$2.16M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-48- 0.82% |
$6.48K - $7.96K
|
5.78K
$1.81M
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-49- 0.96% |
$6.61K - $8.13K
|
5.05K
$1.58M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.6% |
$6.75K - $8.29K
|
8.27K
$2.58M
|
|
|
Oct 14, 2022
Q3 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-50- 0.42% |
$6.75K - $8.29K
|
12K
$3.74M
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-50- 0.37% |
$6.75K - $8.29K
|
13.3K
$4.17M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-50- 2.32% |
$6.75K - $8.29K
|
2.11K
$659K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-50- 2.13% |
$6.75K - $8.29K
|
2.3K
$719K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-50- 8.85% |
$6.75K - $8.29K
|
515
$161K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-50- 1.21% |
$6.75K - $8.29K
|
4.08K
$1.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-50- 0.13% |
$6.75K - $8.29K
|
38.4K
$12M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-52- 0.81% |
$7.02K - $8.62K
|
6.35K
$1.99M
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-53- 3.18% |
$7.15K - $8.79K
|
1.61K
$504K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-56Closed |
$7.55K - $9.29K
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-57- 1.3% |
$7.69K - $9.45K
|
4.33K
$1.35M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-58- 1.0% |
$7.82K - $9.62K
|
5.75K
$1.8M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
SELL
|
- |
-59- 2.9% |
$7.96K - $9.78K
|
1.98K
$618K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-59- 8.16% |
$7.96K - $9.78K
|
664
$208K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-60- 0.74% |
$8.09K - $9.95K
|
8.02K
$2.51M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-60- 2.79% |
$8.09K - $9.95K
|
2.09K
$654K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-60- 3.82% |
$8.09K - $9.95K
|
1.51K
$472K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-61- 1.8% |
$8.23K - $10.1K
|
3.33K
$1.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-63- 0.39% |
$8.5K - $10.4K
|
16.3K
$5.09M
|
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-65- 3.77% |
$8.77K - $10.8K
|
1.66K
$518K
|
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-65- 0.66% |
$8.77K - $10.8K
|
9.85K
$3.08M
|
|
|
Oct 21, 2022
Q3 2022
|
Benin Management Corp
|
SELL
|
- |
-65- 1.71% |
$8.77K - $10.8K
|
3.73K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-65- 1.53% |
$8.77K - $10.8K
|
4.2K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-66- 0.81% |
$8.9K - $10.9K
|
8.06K
$2.52M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-67Closed |
$9.04K - $11.1K
|
0
$0
|