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
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
464+ 13.94% |
$63.5K - $73.2K
|
3.79K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
463New |
$63.3K - $73K
|
463
$133K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
459+ 1.59% |
$62.8K - $72.4K
|
29.3K
$8.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
458+ 11450.0% |
$62.7K - $72.2K
|
462
$133K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
455+ 1.16% |
$62.2K - $71.7K
|
39.6K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
448+ 0.43% |
$61.3K - $70.6K
|
105K
$30.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
446+ 2.36% |
$61K - $70.3K
|
19.4K
$5.57M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
445+ 0.48% |
$60.9K - $70.2K
|
93.9K
$27M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
444+ 13.14% |
$60.7K - $70K
|
3.82K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
444+ 0.28% |
$60.7K - $70K
|
157K
$45.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
443+ 210.95% |
$60.6K - $69.8K
|
653
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
442+ 1.84% |
$60.5K - $69.7K
|
24.4K
$7.02M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
440+ 19.21% |
$60.2K - $69.4K
|
2.73K
$785K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
440New |
$60.2K - $69.4K
|
440
$127K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
437+ 12.36% |
$59.8K - $68.9K
|
3.97K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
435+ 0.09% |
$59.5K - $68.6K
|
508K
$146M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
431+ 4.72% |
$59K - $68K
|
9.56K
$2.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
428+ 16.26% |
$58.6K - $67.5K
|
3.06K
$880K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
420+ 0.44% |
$57.5K - $66.2K
|
95.3K
$27.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
418New |
$57.2K - $65.9K
|
418
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
408+ 2.58% |
$55.8K - $64.3K
|
16.2K
$4.67M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
405+ 32.71% |
$55.4K - $63.9K
|
1.64K
$473K
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
400+ 10.72% |
$54.7K - $63.1K
|
4.13K
$1.19M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
392New |
$53.6K - $61.8K
|
392
$113K
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
381+ 1.48% |
$52.1K - $60.1K
|
26.2K
$7.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
381+ 6.03% |
$52.1K - $60.1K
|
6.7K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
381+ 11.0% |
$52.1K - $60.1K
|
3.85K
$1.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
374+ 3.45% |
$51.2K - $59K
|
11.2K
$3.23M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
372+ 1.14% |
$50.9K - $58.7K
|
33K
$9.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
371+ 2.11% |
$50.8K - $58.5K
|
18K
$5.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
370New |
$50.6K - $58.3K
|
370
$106K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
364+ 18.81% |
$49.8K - $57.4K
|
2.3K
$661K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
363+ 0.52% |
$49.7K - $57.2K
|
70.1K
$20.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
360+ 1.69% |
$49.3K - $56.8K
|
21.6K
$6.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
357+ 57.95% |
$48.8K - $56.3K
|
973
$280K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
352+ 1.43% |
$48.2K - $55.5K
|
25K
$7.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
350+ 6.25% |
$47.9K - $55.2K
|
5.95K
$1.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
344+ 3.66% |
$47.1K - $54.2K
|
9.75K
$2.8M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
342+ 1.29% |
$46.8K - $53.9K
|
26.8K
$7.7M
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
342+ 1.29% |
$46.8K - $53.9K
|
26.8K
$7.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
339+ 5.14% |
$46.4K - $53.5K
|
6.94K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
338+ 12.89% |
$46.2K - $53.3K
|
2.96K
$852K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
336+ 21.5% |
$46K - $53K
|
1.9K
$546K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
332+ 0.56% |
$45.4K - $52.3K
|
59.5K
$17.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
324+ 5.57% |
$44.3K - $51.1K
|
6.14K
$1.77M
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
322+ 1.98% |
$44.1K - $50.8K
|
16.6K
$4.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
320+ 2.55% |
$43.8K - $50.5K
|
12.9K
$3.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
317+ 6.82% |
$43.4K - $50K
|
4.96K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
315+ 0.45% |
$43.1K - $49.7K
|
70.3K
$20.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
313+ 4.58% |
$42.8K - $49.4K
|
7.14K
$2.06M
|