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 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.43K+ 2.1% |
$193K - $238K
|
69.8K
$18.8M
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.43KNew |
$192K - $236K
|
1.43K
$384K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.4K+ 4.75% |
$188K - $232K
|
30.8K
$8.29M
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.39K+ 0.88% |
$187K - $230K
|
159K
$42.8M
|
|
Nov 14, 2022
Q3 2022
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
1.38K+ 2.28% |
$186K - $228K
|
61.8K
$16.6M
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 25.98% |
$185K - $228K
|
6.66K
$1.79M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.34K+ 5.87% |
$180K - $222K
|
24.1K
$6.49M
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.33K+ 7.72% |
$179K - $220K
|
18.5K
$4.98M
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.33K+ 62.5% |
$179K - $220K
|
3.45K
$927K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.31K+ 73.04% |
$177K - $218K
|
3.11K
$838K
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.31K+ 8.18% |
$177K - $218K
|
17.3K
$4.67M
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
BUY
|
- |
1.3K+ 4.97% |
$176K - $216K
|
27.5K
$7.4M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.28K+ 21.01% |
$172K - $211K
|
7.34K
$1.98M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.27K+ 8.65% |
$172K - $211K
|
16K
$4.3M
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
1.26K+ 4.47% |
$169K - $208K
|
29.3K
$7.89M
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
1.26K+ 4.47% |
$169K - $208K
|
29.3K
$7.89M
|
|
Oct 18, 2022
Q3 2022
|
William Allan, LLC
|
BUY
|
- |
1.25K+ 8.82% |
$169K - $207K
|
15.4K
$4.15M
|
|
Oct 11, 2022
Q3 2022
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
1.21K+ 3.24% |
$163K - $201K
|
38.6K
$10.4M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.2K+ 12.47% |
$162K - $199K
|
10.8K
$2.91M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.19KNew |
$161K - $198K
|
1.19K
$321K
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.17K+ 6.21% |
$157K - $193K
|
20K
$5.37M
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 4.58% |
$156K - $191K
|
26.3K
$7.09M
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.15KNew |
$155K - $191K
|
1.15K
$309K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.15K+ 20.2% |
$155K - $190K
|
6.83K
$1.84M
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.13K+ 18.86% |
$153K - $188K
|
7.13K
$1.92M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.13KNew |
$152K - $187K
|
1.13K
$304K
|
|
Oct 27, 2022
Q3 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.11K+ 2.22% |
$150K - $185K
|
51.3K
$13.8M
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.11K+ 0.71% |
$149K - $184K
|
156K
$42.1M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.11K+ 27.76% |
$149K - $184K
|
5.1K
$1.37M
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.11K+ 2.67% |
$149K - $183K
|
42.6K
$11.5M
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
1.1K+ 2.78% |
$148K - $182K
|
40.6K
$10.9M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.1K+ 4.71% |
$148K - $182K
|
24.4K
$6.57M
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.09KNew |
$147K - $181K
|
1.09K
$294K
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
BUY
|
- |
1.09K+ 57.93% |
$147K - $181K
|
2.97K
$799K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.09K+ 10.76% |
$147K - $180K
|
11.2K
$3.01M
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 13.46% |
$146K - $180K
|
9.13K
$2.46M
|
|
Nov 14, 2022
Q3 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.07K+ 4.5% |
$144K - $177K
|
24.8K
$6.66M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.05K+ 4.87% |
$142K - $174K
|
22.7K
$6.09M
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.05K+ 1.61% |
$141K - $174K
|
66.1K
$17.8M
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.03K+ 14.3% |
$139K - $171K
|
8.25K
$2.22M
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
1.03K+ 6.75% |
$138K - $170K
|
16.2K
$4.36M
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
BUY
|
- |
1.02K+ 5.98% |
$138K - $169K
|
18.1K
$4.86M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.02K+ 9.28% |
$137K - $169K
|
12K
$3.22M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
1.01K+ 47.95% |
$136K - $167K
|
3.1K
$835K
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1K+ 8.53% |
$135K - $166K
|
12.7K
$3.43M
|
|
Nov 09, 2022
Q3 2022
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
1K+ 25.0% |
$135K - $166K
|
5K
$1.35M
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
999+ 5.51% |
$135K - $166K
|
19.1K
$5.15M
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
983+ 3.34% |
$133K - $163K
|
30.4K
$8.17M
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
982New |
$132K - $163K
|
982
$264K
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
977+ 3.61% |
$132K - $162K
|
28.1K
$7.55M
|