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 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
313+ 0.45% |
$42.8K - $49.4K
|
70K
$21.1M
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
313+ 3.71% |
$42.8K - $49.4K
|
8.75K
$2.64M
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
308+ 1.25% |
$42.1K - $48.6K
|
24.9K
$7.49M
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
305+ 13.68% |
$41.7K - $48.1K
|
2.53K
$763K
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
304+ 7.06% |
$41.6K - $47.9K
|
4.61K
$1.39M
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
303+ 3.37% |
$41.5K - $47.8K
|
9.3K
$2.8M
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
302+ 6.64% |
$41.3K - $47.6K
|
4.85K
$1.46M
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
300+ 2.7% |
$41K - $47.3K
|
11.4K
$3.43M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
300+ 16.06% |
$41K - $47.3K
|
2.17K
$653K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
299New |
$40.9K - $47.1K
|
299
$90.1K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
297+ 6.98% |
$40.6K - $46.8K
|
4.55K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
297+ 127.47% |
$40.6K - $46.8K
|
530
$160K
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
296+ 4.3% |
$40.5K - $46.7K
|
7.19K
$2.16M
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
294New |
$40.2K - $46.4K
|
294
$88.6K
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
293+ 14.73% |
$40.1K - $46.2K
|
2.28K
$688K
|
|
Jan 20, 2023
Q4 2022
|
Qv Investors Inc.
|
BUY
|
- |
290+ 2.22% |
$39.7K - $45.7K
|
13.4K
$4.03M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
290+ 0.02% |
$39.7K - $45.7K
|
1.41M
$425M
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
286+ 5.26% |
$39.1K - $45.1K
|
5.72K
$1.72M
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
277+ 18.48% |
$37.9K - $43.7K
|
1.78K
$535K
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
277+ 2.03% |
$37.9K - $43.7K
|
13.9K
$4.19M
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
276New |
$37.8K - $43.5K
|
276
$83.2K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
275New |
$37.6K - $43.4K
|
275
$82.9K
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
273+ 1.83% |
$37.3K - $43K
|
15.2K
$4.57M
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
272New |
$37.2K - $42.9K
|
272
$82K
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
272+ 0.59% |
$37.2K - $42.9K
|
46.1K
$13.9M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
264+ 6.47% |
$36.1K - $41.6K
|
4.34K
$1.31M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
262+ 1.43% |
$35.8K - $41.3K
|
18.6K
$5.61M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
262+ 2.22% |
$35.8K - $41.3K
|
12.1K
$3.64M
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
258New |
$35.3K - $40.7K
|
258
$77.7K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
256New |
$35K - $40.4K
|
256
$77.1K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
253+ 15.83% |
$34.6K - $39.9K
|
1.85K
$558K
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
252+ 9.57% |
$34.5K - $39.7K
|
2.88K
$869K
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
251+ 14.19% |
$34.3K - $39.6K
|
2.02K
$609K
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
250+ 5.14% |
$34.2K - $39.4K
|
5.12K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
250+ 5.79% |
$34.2K - $39.4K
|
4.57K
$1.38M
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
249New |
$34.1K - $39.3K
|
249
$75K
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
243+ 0.27% |
$33.2K - $38.3K
|
90.6K
$27.3M
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
243+ 11.47% |
$33.2K - $38.3K
|
2.36K
$711K
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
240+ 4.83% |
$32.8K - $37.8K
|
5.21K
$1.57M
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
240+ 12.38% |
$32.8K - $37.8K
|
2.18K
$657K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
234+ 6.22% |
$32K - $36.9K
|
4K
$1.2M
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
233+ 3.24% |
$31.9K - $36.7K
|
7.42K
$2.24M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
232+ 15.04% |
$31.7K - $36.6K
|
1.78K
$535K
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
228+ 4.43% |
$31.2K - $35.9K
|
5.37K
$1.62M
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
227+ 4.6% |
$31.1K - $35.8K
|
5.16K
$1.55M
|
|
Jan 26, 2023
Q4 2022
|
Jlb & Associates Inc
|
BUY
|
- |
226+ 6.36% |
$30.9K - $35.6K
|
3.78K
$1.14M
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
225+ 14.51% |
$30.8K - $35.5K
|
1.78K
$535K
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
222+ 4.81% |
$30.4K - $35K
|
4.84K
$1.46M
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
220+ 18.03% |
$30.1K - $34.7K
|
1.44K
$434K
|
|
Mar 06, 2023
Q4 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
210+ 0.8% |
$28.7K - $33.1K
|
26.5K
$7.99M
|