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 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-200- 7.47% |
$27K - $33.2K
|
2.48K
$749K
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-200- 2.5% |
$27K - $33.2K
|
7.79K
$2.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-200- 0.58% |
$27K - $33.2K
|
34.2K
$10.3M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-200- 8.4% |
$27K - $33.2K
|
2.18K
$659K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-203- 5.34% |
$27.4K - $33.7K
|
3.6K
$1.09M
|
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
SELL
|
- |
-204- 7.32% |
$27.5K - $33.8K
|
2.58K
$780K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-205- 10.52% |
$27.7K - $34K
|
1.74K
$527K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-210- 1.83% |
$28.3K - $34.8K
|
11.3K
$3.41M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-212- 0.78% |
$28.6K - $35.2K
|
27K
$8.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-212- 5.35% |
$28.6K - $35.2K
|
3.75K
$1.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-215- 5.65% |
$29K - $35.7K
|
3.59K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-220- 2.64% |
$29.7K - $36.5K
|
8.11K
$2.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-221- 8.85% |
$29.8K - $36.7K
|
2.28K
$688K
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-223- 3.5% |
$30.1K - $37K
|
6.14K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-228- 3.27% |
$30.8K - $37.8K
|
6.74K
$2.04M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-234- 0.75% |
$31.6K - $38.8K
|
31.1K
$9.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-235- 2.46% |
$31.7K - $39K
|
9.31K
$2.81M
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-238- 7.42% |
$32.1K - $39.5K
|
2.97K
$898K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-246- 12.44% |
$33.2K - $40.8K
|
1.73K
$524K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-247- 10.47% |
$33.3K - $41K
|
2.11K
$639K
|
|
|
Oct 19, 2023
Q3 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-250- 7.59% |
$33.7K - $41.5K
|
3.05K
$921K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-251- 3.21% |
$33.9K - $41.6K
|
7.57K
$2.29M
|
|
|
Jun 14, 2024
Q3 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-252- 2.06% |
$34K - $41.8K
|
12K
$3.62M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-255- 3.23% |
$34.4K - $42.3K
|
7.65K
$2.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-256- 0.76% |
$34.5K - $42.5K
|
33.5K
$10.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-257- 2.3% |
$34.7K - $42.6K
|
10.9K
$3.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-257- 10.38% |
$34.7K - $42.6K
|
2.22K
$671K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-258- 17.25% |
$34.8K - $42.8K
|
1.24K
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-258- 6.93% |
$34.8K - $42.8K
|
3.47K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-259- 4.6% |
$34.9K - $43K
|
5.38K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-261- 55.53% |
$35.2K - $43.3K
|
209
$63.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-262- 3.14% |
$35.3K - $43.5K
|
8.09K
$2.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-262- 32.23% |
$35.3K - $43.5K
|
551
$167K
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-267- 7.19% |
$36K - $44.3K
|
3.45K
$1.04M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-268- 2.21% |
$36.2K - $44.4K
|
11.9K
$3.59M
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-269- 1.98% |
$36.3K - $44.6K
|
13.3K
$4.03M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-274- 15.2% |
$37K - $45.4K
|
1.53K
$462K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-281- 1.55% |
$37.9K - $46.6K
|
17.8K
$5.38M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-291- 6.19% |
$39.3K - $48.3K
|
4.41K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-292- 1.88% |
$39.4K - $48.4K
|
15.2K
$4.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-293- 27.49% |
$39.5K - $48.6K
|
773
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-293- 6.19% |
$39.5K - $48.6K
|
4.44K
$1.34M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-297- 0.58% |
$40.1K - $49.3K
|
51K
$15.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-300- 60.0% |
$40.5K - $49.8K
|
200
$60.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-300- 12.77% |
$40.5K - $49.8K
|
2.05K
$620K
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-300- 12.5% |
$40.5K - $49.8K
|
2.1K
$635K
|
|
|
Nov 10, 2022
Q3 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-300- 3.28% |
$40.5K - $49.8K
|
8.86K
$2.68M
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-306- 5.58% |
$41.3K - $50.7K
|
5.18K
$1.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-306- 5.58% |
$41.3K - $50.7K
|
5.18K
$1.56M
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-307- 16.53% |
$41.4K - $50.9K
|
1.55K
$469K
|