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 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
977+ 5.72% |
$132K - $162K
|
18.1K
$4.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
971+ 11.2% |
$131K - $161K
|
9.64K
$2.59M
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
943+ 1.47% |
$127K - $156K
|
65.1K
$17.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
937+ 49.24% |
$126K - $155K
|
2.84K
$764K
|
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
BUY
|
- |
929+ 58.03% |
$125K - $154K
|
2.53K
$681K
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
926+ 10.92% |
$125K - $154K
|
9.41K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
907+ 17.06% |
$122K - $150K
|
6.22K
$1.67M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
900+ 19.56% |
$121K - $149K
|
5.5K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
900+ 4.0% |
$121K - $149K
|
23.4K
$6.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
896+ 1.31% |
$121K - $149K
|
69.5K
$18.7M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
893+ 10.23% |
$120K - $148K
|
9.62K
$2.59M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
885+ 38.68% |
$119K - $147K
|
3.17K
$854K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
883+ 25.68% |
$119K - $146K
|
4.32K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
882+ 4.64% |
$119K - $146K
|
19.9K
$5.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
870+ 25.31% |
$117K - $144K
|
4.31K
$1.16M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
868+ 32.87% |
$117K - $144K
|
3.51K
$944K
|
|
|
Oct 25, 2022
Q3 2022
|
Versor Investments LP
|
BUY
|
- |
859+ 11.69% |
$116K - $142K
|
8.21K
$2.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
858+ 1.3% |
$116K - $142K
|
66.8K
$18M
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
848+ 8.22% |
$114K - $141K
|
11.2K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
844+ 4.64% |
$114K - $140K
|
19K
$5.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
843+ 0.51% |
$114K - $140K
|
167K
$44.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
843+ 16.98% |
$114K - $140K
|
5.81K
$1.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
823+ 56.25% |
$111K - $136K
|
2.29K
$615K
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
810+ 14.91% |
$109K - $134K
|
6.24K
$1.68M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
810+ 14.91% |
$109K - $134K
|
6.24K
$1.68M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
807+ 6.88% |
$109K - $134K
|
12.5K
$3.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
806+ 3.14% |
$109K - $134K
|
26.5K
$7.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
797+ 14.58% |
$108K - $132K
|
6.26K
$1.69M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
792+ 79.28% |
$107K - $131K
|
1.79K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
775+ 41.73% |
$105K - $129K
|
2.63K
$708K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
771+ 9.87% |
$104K - $128K
|
8.58K
$2.31M
|
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
766+ 0.68% |
$103K - $127K
|
113K
$30.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
765+ 29.84% |
$103K - $127K
|
3.33K
$896K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
751+ 20.36% |
$101K - $125K
|
4.44K
$1.19M
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
750+ 27.04% |
$101K - $124K
|
3.52K
$948K
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
BUY
|
- |
749+ 2.22% |
$101K - $124K
|
34.5K
$9.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
747+ 17.64% |
$101K - $124K
|
4.98K
$1.34M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
728+ 2.86% |
$98.2K - $121K
|
26.2K
$7.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
720+ 11.65% |
$97.1K - $119K
|
6.9K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
718+ 1.29% |
$96.9K - $119K
|
56.2K
$15.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
717+ 49.62% |
$96.7K - $119K
|
2.16K
$582K
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
700+ 6.73% |
$94.4K - $116K
|
11.1K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
691+ 10.49% |
$93.2K - $115K
|
7.28K
$1.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
687+ 8.61% |
$92.7K - $114K
|
8.66K
$2.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
666+ 2.48% |
$89.9K - $110K
|
27.5K
$7.4M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
655+ 3.14% |
$88.4K - $109K
|
21.5K
$5.78M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
654+ 7.24% |
$88.2K - $108K
|
9.69K
$2.61M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
651+ 14.5% |
$87.8K - $108K
|
5.14K
$1.38M
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
646+ 9.46% |
$87.2K - $107K
|
7.48K
$2.01M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
645+ 38.83% |
$87K - $107K
|
2.31K
$620K
|