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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
207+ 6.84% |
$28.3K - $32.6K
|
3.24K
$975K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
206+ 0.44% |
$28.2K - $32.5K
|
47.2K
$14.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
204+ 0.13% |
$27.9K - $32.2K
|
159K
$47.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
203New |
$27.8K - $32K
|
203
$61.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
202+ 11.58% |
$27.6K - $31.8K
|
1.95K
$586K
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
202+ 13.4% |
$27.6K - $31.8K
|
1.71K
$515K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
201New |
$27.5K - $31.7K
|
201
$60.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.52% |
$27.4K - $31.5K
|
38.6K
$11.6M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
200+ 0.59% |
$27.4K - $31.5K
|
34K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
200+ 12.9% |
$27.4K - $31.5K
|
1.75K
$527K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
200New |
$27.4K - $31.5K
|
200
$60.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
199+ 10.22% |
$27.2K - $31.4K
|
2.15K
$647K
|
|
|
Jan 31, 2023
Q4 2022
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
198+ 0.32% |
$27.1K - $31.2K
|
62K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
196+ 0.81% |
$26.8K - $30.9K
|
24.3K
$7.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
184+ 10.56% |
$25.2K - $29K
|
1.93K
$581K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
180+ 3.88% |
$24.6K - $28.4K
|
4.82K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
180+ 1.41% |
$24.6K - $28.4K
|
13K
$3.91M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
178+ 0.18% |
$24.4K - $28.1K
|
97.8K
$29.5M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
178+ 0.18% |
$24.4K - $28.1K
|
97.8K
$29.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
177+ 6.12% |
$24.2K - $27.9K
|
3.07K
$925K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
175+ 4.12% |
$23.9K - $27.6K
|
4.43K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
175New |
$23.9K - $27.6K
|
175
$52.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
172+ 0.16% |
$23.5K - $27.1K
|
105K
$31.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
170+ 2.11% |
$23.3K - $26.8K
|
8.24K
$2.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
170+ 12.79% |
$23.3K - $26.8K
|
1.5K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
169+ 3.75% |
$23.1K - $26.6K
|
4.67K
$1.41M
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
168New |
$23K - $26.5K
|
168
$50.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
168New |
$23K - $26.5K
|
168
$50.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
162+ 2.22% |
$22.2K - $25.5K
|
7.48K
$2.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
161+ 5.66% |
$22K - $25.4K
|
3.01K
$905K
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
157+ 12.84% |
$21.5K - $24.8K
|
1.38K
$416K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
156+ 288.89% |
$21.3K - $24.6K
|
210
$63.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
154+ 5.01% |
$21.1K - $24.3K
|
3.23K
$973K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
154+ 9.73% |
$21.1K - $24.3K
|
1.74K
$523K
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
154+ 8.2% |
$21.1K - $24.3K
|
2.03K
$612K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
153+ 2.99% |
$20.9K - $24.1K
|
5.27K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
152+ 8.07% |
$20.8K - $24K
|
2.04K
$613K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
151+ 7.45% |
$20.7K - $23.8K
|
2.18K
$656K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
151+ 7.49% |
$20.7K - $23.8K
|
2.17K
$653K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
150+ 3.17% |
$20.5K - $23.7K
|
4.89K
$1.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
150+ 4.84% |
$20.5K - $23.7K
|
3.25K
$980K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
149+ 0.47% |
$20.4K - $23.5K
|
32K
$9.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
147+ 2.91% |
$20.1K - $23.2K
|
5.2K
$1.57M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
144+ 6.25% |
$19.7K - $22.7K
|
2.45K
$738K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
144+ 2.96% |
$19.7K - $22.7K
|
5.01K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
144+ 8.69% |
$19.7K - $22.7K
|
1.8K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
142+ 1.26% |
$19.4K - $22.4K
|
11.5K
$3.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
140New |
$19.2K - $22.1K
|
140
$42.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Founders Capital Management, LLC
|
BUY
|
- |
138+ 0.18% |
$18.9K - $21.8K
|
75.5K
$22.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
135+ 0.53% |
$18.5K - $21.3K
|
25.6K
$7.71M
|