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
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.48KNew |
$469K - $576K
|
3.48K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.46K+ 16.9% |
$467K - $574K
|
24K
$7.24M
|
|
|
Nov 08, 2022
Q3 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
3.41KNew |
$460K - $565K
|
3.41K
$1.03M
|
|
|
Oct 06, 2022
Q3 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
3.4K+ 3.56% |
$458K - $563K
|
98.8K
$29.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.3KNew |
$445K - $547K
|
3.3K
$997K
|
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
3.28KNew |
$443K - $544K
|
3.28K
$991K
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.05KNew |
$411K - $505K
|
3.05K
$920K
|
|
|
Nov 15, 2022
Q3 2022
|
Wisconsin Capital Management LLC
|
BUY
|
- |
3.02K+ 13.19% |
$408K - $501K
|
25.9K
$7.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.99KNew |
$404K - $496K
|
2.99K
$904K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$402K - $495K
|
2.98K
$901K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.96K+ 8.45% |
$399K - $491K
|
38K
$11.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.91KNew |
$393K - $483K
|
2.91K
$880K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.9K+ 2.72% |
$391K - $481K
|
110K
$33.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2.88KNew |
$389K - $478K
|
2.88K
$870K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.86K+ 8.35% |
$385K - $474K
|
37K
$11.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.84K+ 9.38% |
$383K - $471K
|
33.1K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.81K+ 10.44% |
$380K - $467K
|
29.8K
$8.99M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.77K+ 1.86% |
$374K - $460K
|
152K
$46M
|
|
|
Oct 19, 2022
Q3 2022
|
Cullinan Associates Inc
|
BUY
|
- |
2.77K+ 2.34% |
$374K - $459K
|
121K
$36.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Parthenon LLC
|
BUY
|
- |
2.75K+ 4.23% |
$370K - $455K
|
67.6K
$20.4M
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.7K+ 7.73% |
$364K - $447K
|
37.6K
$11.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.69K+ 10.5% |
$363K - $446K
|
28.3K
$8.56M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
2.66K+ 1.17% |
$359K - $441K
|
231K
$69.8M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.62K+ 34.32% |
$354K - $435K
|
10.3K
$3.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
2.61K+ 3.6% |
$352K - $432K
|
75K
$22.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.6K+ 4.0% |
$350K - $431K
|
67.6K
$20.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.54K+ 10.3% |
$343K - $422K
|
27.2K
$8.23M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
2.49K+ 1247.0% |
$336K - $414K
|
2.69K
$814K
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.46K+ 18.84% |
$332K - $409K
|
15.5K
$4.7M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.43K+ 7.74% |
$328K - $403K
|
33.8K
$10.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
2.41K+ 2.22% |
$325K - $400K
|
111K
$33.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.39KNew |
$322K - $396K
|
2.39K
$721K
|
|
|
Nov 09, 2022
Q3 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
2.37K+ 1.16% |
$319K - $392K
|
206K
$62.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.33K+ 48.65% |
$314K - $386K
|
7.11K
$2.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$312K - $384K
|
2.32K
$699K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
2.31K+ 36.22% |
$312K - $383K
|
8.69K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.3K+ 0.9% |
$310K - $381K
|
258K
$77.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
2.29K+ 1.23% |
$309K - $380K
|
188K
$56.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$305K - $375K
|
2.26K
$682K
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.25KNew |
$304K - $373K
|
2.25K
$680K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.21K+ 5.88% |
$298K - $366K
|
39.7K
$12M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.19K+ 12.38% |
$295K - $362K
|
19.8K
$5.99M
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
2.18K+ 9.21% |
$294K - $361K
|
25.8K
$7.8M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.17KNew |
$293K - $360K
|
2.17K
$656K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.14K+ 14.73% |
$289K - $355K
|
16.7K
$5.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.14K+ 17.81% |
$288K - $354K
|
14.1K
$4.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.06K+ 45.74% |
$278K - $342K
|
6.57K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.04K+ 2.1% |
$275K - $338K
|
99.2K
$30M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
2.03K+ 39.31% |
$274K - $336K
|
7.19K
$2.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.03KNew |
$273K - $336K
|
2.03K
$612K
|