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 |
---|---|---|---|---|---|---|---|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.02K- 2.83% |
$138K - $170K
|
35.2K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.04K- 0.57% |
$140K - $172K
|
181K
$54.7M
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-1.04K- 5.69% |
$140K - $172K
|
17.2K
$5.2M
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-1.04K- 3.48% |
$141K - $173K
|
28.9K
$8.72M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.04K- 6.18% |
$141K - $173K
|
15.8K
$4.78M
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.05K- 5.89% |
$141K - $173K
|
16.7K
$5.05M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.07K- 13.77% |
$144K - $177K
|
6.68K
$2.02M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.07K- 13.77% |
$144K - $177K
|
6.68K
$2.02M
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.07K- 4.17% |
$144K - $178K
|
24.6K
$7.43M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.08K- 1.22% |
$146K - $179K
|
87.7K
$26.5M
|
|
Oct 13, 2022
Q3 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.09K- 5.72% |
$147K - $181K
|
18K
$5.43M
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 28.42% |
$153K - $188K
|
2.85K
$860K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.14K- 4.09% |
$154K - $189K
|
26.8K
$8.09M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 24.86% |
$155K - $191K
|
3.48K
$1.05M
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.15K- 11.31% |
$155K - $191K
|
9.02K
$2.73M
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.15K- 0.38% |
$155K - $191K
|
304K
$91.8M
|
|
Nov 10, 2022
Q3 2022
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-1.17K- 24.2% |
$158K - $194K
|
3.66K
$1.11M
|
|
Nov 10, 2022
Q3 2022
|
Baxter Bros Inc
|
SELL
|
- |
-1.19K- 1.51% |
$160K - $197K
|
77.4K
$23.4M
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1.19K- 19.93% |
$160K - $197K
|
4.77K
$1.44M
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.19K- 1.2% |
$161K - $198K
|
98.3K
$29.7M
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.2K- 0.81% |
$162K - $199K
|
147K
$44.3M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.22K- 19.99% |
$164K - $202K
|
4.87K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.23K- 0.18% |
$166K - $204K
|
698K
$211M
|
|
Oct 14, 2022
Q3 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.26K- 0.18% |
$170K - $209K
|
688K
$208M
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.29K- 31.95% |
$174K - $214K
|
2.75K
$830K
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-1.29K- 13.69% |
$174K - $214K
|
8.16K
$2.46M
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
SELL
|
- |
-1.3K- 14.7% |
$175K - $215K
|
7.54K
$2.28M
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.31K- 68.46% |
$177K - $217K
|
603
$182K
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.31K- 2.88% |
$177K - $218K
|
44.3K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.33K- 7.96% |
$179K - $220K
|
15.3K
$4.63M
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.33K- 47.0% |
$179K - $220K
|
1.5K
$452K
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.34K- 30.16% |
$181K - $222K
|
3.1K
$937K
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1.35K- 50.34% |
$182K - $223K
|
1.33K
$402K
|
|
Nov 14, 2022
Q3 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.36K- 43.85% |
$184K - $226K
|
1.75K
$527K
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.36K- 11.9% |
$184K - $226K
|
10.1K
$3.05M
|
|
Dec 02, 2022
Q3 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.38K- 4.97% |
$186K - $228K
|
26.3K
$7.95M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.4K- 3.45% |
$188K - $232K
|
39K
$11.8M
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.41K- 6.97% |
$191K - $234K
|
18.9K
$5.7M
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.49K- 6.56% |
$201K - $247K
|
21.2K
$6.42M
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.5K- 16.24% |
$203K - $249K
|
7.75K
$2.34M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.51KClosed |
$203K - $250K
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
SELL
|
- |
-1.51K- 75.12% |
$204K - $250K
|
500
$151K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.55K- 8.68% |
$209K - $257K
|
16.3K
$4.93M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.56K- 3.24% |
$210K - $259K
|
46.6K
$14.1M
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
SELL
|
- |
-1.58K- 2.04% |
$213K - $262K
|
75.9K
$22.9M
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.66K- 1.75% |
$224K - $276K
|
93.4K
$28.2M
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
SELL
|
- |
-1.66K- 16.23% |
$224K - $276K
|
8.58K
$2.59M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.69K- 1.3% |
$228K - $280K
|
129K
$38.9M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.75K- 7.85% |
$236K - $290K
|
20.5K
$6.2M
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.76K- 20.68% |
$238K - $292K
|
6.76K
$2.04M
|