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 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-69- 0.81% |
$9.31K - $11.4K
|
8.47K
$2.56M
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-70- 3.47% |
$9.44K - $11.6K
|
1.95K
$590K
|
|
Nov 10, 2022
Q3 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-71- 3.64% |
$9.58K - $11.8K
|
1.88K
$569K
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-71- 4.88% |
$9.58K - $11.8K
|
1.39K
$419K
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-72- 4.36% |
$9.71K - $11.9K
|
1.58K
$477K
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-72- 1.09% |
$9.71K - $11.9K
|
6.54K
$1.98M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-75- 0.85% |
$10.1K - $12.4K
|
8.77K
$2.65M
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-76- 1.87% |
$10.3K - $12.6K
|
3.99K
$1.21M
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-77- 0.8% |
$10.4K - $12.8K
|
9.59K
$2.9M
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-78- 3.63% |
$10.5K - $12.9K
|
2.07K
$626K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-78- 1.91% |
$10.5K - $12.9K
|
4K
$1.21M
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-80- 0.53% |
$10.8K - $13.3K
|
15K
$4.52M
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-80- 2.23% |
$10.8K - $13.3K
|
3.52K
$1.06M
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-81- 68.07% |
$10.9K - $13.4K
|
38
$11.5K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-83- 4.59% |
$11.2K - $13.8K
|
1.73K
$522K
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-86- 0.74% |
$11.6K - $14.3K
|
11.5K
$3.49M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-88- 0.83% |
$11.9K - $14.6K
|
10.6K
$3.2M
|
|
Nov 08, 2022
Q3 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-88- 0.23% |
$11.9K - $14.6K
|
38K
$11.5M
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
SELL
|
- |
-90- 0.2% |
$12.1K - $14.9K
|
44.6K
$13.5M
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-90- 4.34% |
$12.1K - $14.9K
|
1.98K
$599K
|
|
Nov 09, 2022
Q3 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-90- 1.22% |
$12.1K - $14.9K
|
7.29K
$2.2M
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-93- 6.07% |
$12.5K - $15.4K
|
1.44K
$435K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-93- 1.1% |
$12.5K - $15.4K
|
8.39K
$2.54M
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-95- 3.43% |
$12.8K - $15.8K
|
2.68K
$809K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-95- 0.76% |
$12.8K - $15.8K
|
12.3K
$3.73M
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-96- 0.42% |
$13K - $15.9K
|
23K
$6.95M
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-99- 1.42% |
$13.4K - $16.4K
|
6.89K
$2.08M
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-99- 1.97% |
$13.4K - $16.4K
|
4.93K
$1.49M
|
|
Nov 09, 2022
Q3 2022
|
Valueworks LLC
New York, NY |
SELL
|
- |
-99- 0.74% |
$13.4K - $16.4K
|
13.4K
$4.04M
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100- 7.52% |
$13.5K - $16.6K
|
1.23K
$372K
|
|
Oct 04, 2022
Q3 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-100- 0.2% |
$13.5K - $16.6K
|
48.8K
$14.8M
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-100- 2.03% |
$13.5K - $16.6K
|
4.83K
$1.46M
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-100- 4.44% |
$13.5K - $16.6K
|
2.15K
$651K
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-100- 13.74% |
$13.5K - $16.6K
|
628
$190K
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-100- 6.25% |
$13.5K - $16.6K
|
1.5K
$454K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-100- 62.5% |
$13.5K - $16.6K
|
60
$18.1K
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-100- 2.52% |
$13.5K - $16.6K
|
3.86K
$1.17M
|
|
Nov 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-100- 0.97% |
$13.5K - $16.6K
|
10.2K
$3.08M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-100- 1.39% |
$13.5K - $16.6K
|
7.11K
$2.15M
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-100- 4.11% |
$13.5K - $16.6K
|
2.34K
$706K
|
|
Nov 08, 2022
Q3 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-100- 2.18% |
$13.5K - $16.6K
|
4.49K
$1.36M
|
|
Nov 10, 2022
Q3 2022
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-100- 6.06% |
$13.5K - $16.6K
|
1.55K
$469K
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
SELL
|
- |
-100- 22.22% |
$13.5K - $16.6K
|
350
$106K
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100- 5.67% |
$13.5K - $16.6K
|
1.66K
$503K
|
|
Oct 20, 2022
Q3 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-105- 0.95% |
$14.2K - $17.4K
|
11K
$3.32M
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-109- 3.18% |
$14.7K - $18.1K
|
3.32K
$1M
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-111- 4.58% |
$15K - $18.4K
|
2.31K
$699K
|
|
Oct 11, 2022
Q3 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-112- 1.6% |
$15.1K - $18.6K
|
6.9K
$2.09M
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-113- 1.1% |
$15.2K - $18.7K
|
10.1K
$3.06M
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-114- 0.14% |
$15.4K - $18.9K
|
83.1K
$25.1M
|