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 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.77K- 0.83% |
$239K - $294K
|
210K
$63.5M
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.78K- 42.61% |
$240K - $295K
|
2.4K
$724K
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.79K- 20.74% |
$241K - $296K
|
6.82K
$2.06M
|
|
Nov 02, 2022
Q3 2022
|
Quilter PLC
|
SELL
|
- |
-1.8K- 1.72% |
$243K - $298K
|
103K
$31M
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.84K- 1.74% |
$249K - $305K
|
104K
$31.5M
|
|
Nov 07, 2022
Q3 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.84K- 4.12% |
$249K - $306K
|
42.9K
$13M
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-1.86K- 2.14% |
$251K - $308K
|
85K
$25.7M
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.89K- 4.35% |
$254K - $313K
|
41.4K
$12.5M
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.94K- 2.02% |
$261K - $321K
|
94.1K
$28.4M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.94K- 7.31% |
$262K - $322K
|
24.6K
$7.44M
|
|
Nov 03, 2022
Q3 2022
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-2K- 1.64% |
$270K - $332K
|
120K
$36.3M
|
|
Nov 09, 2022
Q3 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 50.0% |
$270K - $332K
|
2K
$604K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.03K- 1.99% |
$274K - $336K
|
99.7K
$30.1M
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-2.03K- 20.11% |
$274K - $337K
|
8.07K
$2.44M
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.06K- 4.29% |
$277K - $341K
|
45.8K
$13.8M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.07K- 27.36% |
$280K - $344K
|
5.51K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.08K- 15.18% |
$280K - $344K
|
11.6K
$3.51M
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2.14K- 45.46% |
$289K - $355K
|
2.57K
$775K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.15K- 48.46% |
$290K - $357K
|
2.29K
$692K
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.16KClosed |
$291K - $358K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.18K- 0.57% |
$294K - $362K
|
382K
$115M
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.2K- 1.34% |
$297K - $365K
|
162K
$49.1M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.23K- 1.57% |
$301K - $370K
|
140K
$42.4M
|
|
Nov 07, 2022
Q3 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.24K- 24.91% |
$302K - $371K
|
6.75K
$2.04M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.29KClosed |
$309K - $380K
|
0
$0
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-2.3K- 22.83% |
$310K - $381K
|
7.76K
$2.34M
|
|
Nov 03, 2022
Q3 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-2.32K- 10.86% |
$313K - $385K
|
19.1K
$5.76M
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-2.34K- 15.52% |
$316K - $389K
|
12.8K
$3.85M
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
SELL
|
- |
-2.36K- 65.57% |
$319K - $392K
|
1.24K
$375K
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.44K- 0.65% |
$329K - $404K
|
375K
$113M
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.47K- 14.8% |
$333K - $409K
|
14.2K
$4.29M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.47K- 1.5% |
$333K - $410K
|
163K
$49.1M
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.48K- 52.47% |
$334K - $411K
|
2.24K
$678K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.51K- 57.54% |
$339K - $417K
|
1.85K
$560K
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.53K- 9.35% |
$341K - $420K
|
24.5K
$7.41M
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.59K- 26.88% |
$349K - $429K
|
7.04K
$2.13M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.59K- 9.68% |
$349K - $430K
|
24.2K
$7.31M
|
|
Nov 08, 2022
Q3 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-2.62K- 10.18% |
$353K - $434K
|
23.1K
$6.97M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.62K- 2.36% |
$353K - $435K
|
109K
$32.8M
|
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.67K- 1.09% |
$360K - $442K
|
242K
$73.2M
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.73K- 46.48% |
$368K - $452K
|
3.14K
$949K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.75K- 4.18% |
$372K - $457K
|
63.1K
$19.1M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.77K- 15.27% |
$374K - $460K
|
15.4K
$4.65M
|
|
Oct 28, 2022
Q3 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.8K- 0.74% |
$378K - $465K
|
376K
$114M
|
|
Nov 10, 2022
Q3 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.8K- 5.51% |
$378K - $465K
|
48.1K
$14.5M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.81K- 2.26% |
$380K - $467K
|
122K
$36.8M
|
|
Nov 07, 2022
Q3 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-2.83K- 7.78% |
$382K - $469K
|
33.6K
$10.1M
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.85K- 41.81% |
$384K - $473K
|
3.97K
$1.2M
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.86K- 50.25% |
$386K - $475K
|
2.84K
$856K
|
|
Oct 18, 2022
Q3 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.9K- 8.51% |
$391K - $481K
|
31.2K
$9.41M
|