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 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-307- 4.1% |
$41.4K - $50.9K
|
7.17K
$2.17M
|
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-309- 1.82% |
$41.7K - $51.2K
|
16.7K
$5.04M
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-311- 47.26% |
$42K - $51.6K
|
347
$105K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-311- 0.29% |
$42K - $51.6K
|
107K
$32.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-316- 6.88% |
$42.6K - $52.4K
|
4.28K
$1.29M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-318- 11.66% |
$42.9K - $52.7K
|
2.41K
$728K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-320- 0.26% |
$43.2K - $53.1K
|
123K
$37.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-324- 0.71% |
$43.7K - $53.7K
|
45.2K
$13.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-327- 17.61% |
$44.1K - $54.2K
|
1.53K
$462K
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-327- 0.48% |
$44.1K - $54.2K
|
67.8K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-327- 1.3% |
$44.1K - $54.2K
|
24.8K
$7.49M
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-329- 8.52% |
$44.4K - $54.6K
|
3.53K
$1.07M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-336- 14.28% |
$45.3K - $55.7K
|
2.02K
$609K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-337- 5.83% |
$45.5K - $55.9K
|
5.45K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-341- 1.69% |
$46K - $56.6K
|
19.9K
$6M
|
|
|
Oct 12, 2022
Q3 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-343- 4.85% |
$46.3K - $56.9K
|
6.73K
$2.03M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-345- 0.35% |
$46.5K - $57.2K
|
97.6K
$29.5M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-345- 0.35% |
$46.5K - $57.2K
|
97.6K
$29.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-346- 4.08% |
$46.7K - $57.4K
|
8.14K
$2.46M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-348- 5.42% |
$46.9K - $57.7K
|
6.08K
$1.84M
|
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-349- 0.36% |
$47.1K - $57.9K
|
97.8K
$29.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-356- 9.76% |
$48K - $59K
|
3.29K
$994K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-363- 0.34% |
$49K - $60.2K
|
108K
$32.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-366- 0.29% |
$49.4K - $60.7K
|
127K
$38.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-366- 6.87% |
$49.4K - $60.7K
|
4.97K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-372- 48.44% |
$50.2K - $61.7K
|
396
$120K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-376- 1.26% |
$50.7K - $62.4K
|
29.5K
$8.91M
|
|
|
Oct 11, 2022
Q3 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-379- 11.62% |
$51.1K - $62.9K
|
2.88K
$871K
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-379- 6.61% |
$51.1K - $62.9K
|
5.36K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-379- 0.84% |
$51.1K - $62.9K
|
44.9K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-382- 19.52% |
$51.5K - $63.4K
|
1.58K
$476K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-384- 19.12% |
$51.8K - $63.7K
|
1.62K
$491K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-390- 20.09% |
$52.6K - $64.7K
|
1.55K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-391- 4.96% |
$52.7K - $64.8K
|
7.49K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-392- 6.36% |
$52.9K - $65K
|
5.77K
$1.74M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-395- 11.99% |
$53.3K - $65.5K
|
2.9K
$876K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-397- 3.67% |
$53.6K - $65.8K
|
10.4K
$3.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-398- 4.37% |
$53.7K - $66K
|
8.71K
$2.63M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-400- 22.59% |
$54K - $66.3K
|
1.37K
$414K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 16.0% |
$54K - $66.3K
|
2.1K
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-400- 5.75% |
$54K - $66.3K
|
6.56K
$1.98M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-401- 3.53% |
$54.1K - $66.5K
|
11K
$3.31M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-403- 19.56% |
$54.4K - $66.8K
|
1.66K
$501K
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-405- 1.49% |
$54.6K - $67.2K
|
26.8K
$8.1M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-407- 10.69% |
$54.9K - $67.5K
|
3.4K
$1.03M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-411- 6.6% |
$55.4K - $68.2K
|
5.81K
$1.76M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-412- 9.5% |
$55.6K - $68.3K
|
3.92K
$1.19M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-412- 3.54% |
$55.6K - $68.3K
|
11.2K
$3.39M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-417- 7.89% |
$56.3K - $69.2K
|
4.87K
$1.47M
|
|
|
Nov 02, 2022
Q3 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-423- 12.11% |
$57.1K - $70.2K
|
3.07K
$927K
|