Purchases and Sales Made in Q4 2022 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
BUY
|
- |
1.1K+ 29.52% |
$150K - $173K
|
4.81K
$1.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.09KNew |
$149K - $172K
|
1.09K
$289K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.09KNew |
$148K - $171K
|
1.09K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.08K+ 33.93% |
$147K - $170K
|
4.25K
$1.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.07K+ 47.87% |
$146K - $168K
|
3.3K
$875K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.03K+ 0.66% |
$141K - $162K
|
156K
$41.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.03K+ 16.83% |
$141K - $162K
|
7.14K
$1.9M
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1K+ 5.41% |
$137K - $158K
|
19.5K
$5.18M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
1K+ 113.12% |
$137K - $158K
|
1.88K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1K+ 9.72% |
$137K - $158K
|
11.3K
$3M
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
BUY
|
- |
982+ 1.27% |
$134K - $155K
|
78.4K
$20.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
978+ 43.05% |
$134K - $154K
|
3.25K
$863K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
970+ 38.65% |
$133K - $153K
|
3.48K
$924K
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
952+ 12.73% |
$130K - $150K
|
8.43K
$2.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
947+ 20.82% |
$130K - $149K
|
5.5K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
937+ 14.26% |
$128K - $148K
|
7.51K
$1.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
937+ 9.67% |
$128K - $148K
|
10.6K
$2.82M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
936New |
$128K - $148K
|
936
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
933+ 12.49% |
$128K - $147K
|
8.4K
$2.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
916+ 29.68% |
$125K - $144K
|
4K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
910+ 52.39% |
$124K - $143K
|
2.65K
$703K
|
|
|
Feb 01, 2023
Q4 2022
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
909+ 1.65% |
$124K - $143K
|
56.1K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
901+ 9.85% |
$123K - $142K
|
10.1K
$2.67M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
900New |
$123K - $142K
|
900
$239K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
893+ 25.69% |
$122K - $141K
|
4.37K
$1.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
890+ 10.21% |
$122K - $140K
|
9.6K
$2.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
887+ 579.74% |
$121K - $140K
|
1.04K
$276K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
886+ 7.33% |
$121K - $140K
|
13K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
874+ 30.25% |
$120K - $138K
|
3.76K
$999K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
874+ 13.76% |
$120K - $138K
|
7.23K
$1.92M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
865New |
$118K - $136K
|
865
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
863+ 50.29% |
$118K - $136K
|
2.58K
$685K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
859+ 18.76% |
$118K - $135K
|
5.44K
$1.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
859+ 3.55% |
$118K - $135K
|
25K
$6.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
855+ 1.63% |
$117K - $135K
|
53.2K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
850+ 6.97% |
$116K - $134K
|
13K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
834+ 11.46% |
$114K - $131K
|
8.11K
$2.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
829+ 0.41% |
$113K - $131K
|
203K
$53.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
824+ 5.36% |
$113K - $130K
|
16.2K
$4.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
813+ 14.1% |
$111K - $128K
|
6.58K
$1.75M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
812New |
$111K - $128K
|
812
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
811New |
$111K - $128K
|
811
$215K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
805+ 7.84% |
$110K - $127K
|
11.1K
$2.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
800New |
$109K - $126K
|
800
$212K
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
800+ 53.33% |
$109K - $126K
|
2.3K
$611K
|
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
798+ 10.64% |
$109K - $126K
|
8.3K
$2.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
795+ 18.3% |
$109K - $125K
|
5.14K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
795+ 23.42% |
$109K - $125K
|
4.19K
$1.11M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
792New |
$108K - $125K
|
792
$210K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
789+ 6.66% |
$108K - $124K
|
12.6K
$3.35M
|