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 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
135+ 1.14% |
$18.5K - $21.3K
|
12K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
135New |
$18.5K - $21.3K
|
135
$39.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
134+ 8.25% |
$18.3K - $21.1K
|
1.76K
$515K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
134+ 3.09% |
$18.3K - $21.1K
|
4.47K
$1.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
131+ 3.64% |
$17.9K - $20.7K
|
3.73K
$1.09M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
130+ 4.53% |
$17.8K - $20.5K
|
3K
$879K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
128+ 1.49% |
$17.5K - $20.2K
|
8.71K
$2.55M
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
127+ 15.97% |
$17.4K - $20K
|
922
$270K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
125+ 5.66% |
$17.1K - $19.7K
|
2.34K
$684K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
125+ 6.8% |
$17.1K - $19.7K
|
1.96K
$575K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
125+ 0.98% |
$17.1K - $19.7K
|
12.9K
$3.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
125+ 0.62% |
$17.1K - $19.7K
|
20.2K
$5.91M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
123+ 54.91% |
$16.8K - $19.4K
|
347
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
122+ 0.79% |
$16.7K - $19.2K
|
15.5K
$4.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
121+ 0.1% |
$16.6K - $19.1K
|
127K
$37.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
121+ 1.14% |
$16.6K - $19.1K
|
10.7K
$3.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
120New |
$16.4K - $18.9K
|
120
$35.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
120New |
$16.4K - $18.9K
|
120
$35.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
119+ 0.93% |
$16.3K - $18.8K
|
12.9K
$3.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
115+ 8.26% |
$15.7K - $18.1K
|
1.51K
$442K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
115+ 5.88% |
$15.7K - $18.1K
|
2.07K
$607K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
114New |
$15.6K - $18K
|
114
$33.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Unison Asset Management LLC
|
BUY
|
- |
113+ 0.35% |
$15.5K - $17.8K
|
32.8K
$9.61M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
113+ 3.68% |
$15.5K - $17.8K
|
3.18K
$932K
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
109+ 2.0% |
$14.9K - $17.2K
|
5.56K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
106New |
$14.5K - $16.7K
|
106
$31.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
105+ 1.38% |
$14.4K - $16.6K
|
7.72K
$2.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
103+ 1.88% |
$14.1K - $16.2K
|
5.59K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
103New |
$14.1K - $16.2K
|
103
$30.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
102+ 3.25% |
$14K - $16.1K
|
3.24K
$949K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
101+ 6.12% |
$13.8K - $15.9K
|
1.75K
$513K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
100+ 3.96% |
$13.7K - $15.8K
|
2.63K
$769K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
100+ 4.55% |
$13.7K - $15.8K
|
2.3K
$674K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
100+ 6.35% |
$13.7K - $15.8K
|
1.68K
$491K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.06% |
$13.7K - $15.8K
|
162K
$47.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
100+ 4.76% |
$13.7K - $15.8K
|
2.2K
$645K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
99+ 0.44% |
$13.5K - $15.6K
|
22.7K
$6.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
99+ 0.13% |
$13.5K - $15.6K
|
75.1K
$22M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
98+ 2.85% |
$13.4K - $15.5K
|
3.54K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
96+ 2.82% |
$13.1K - $15.1K
|
3.5K
$1.02M
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
91+ 3.22% |
$12.4K - $14.3K
|
2.92K
$855K
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
90+ 3.06% |
$12.3K - $14.2K
|
3.03K
$887K
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
90+ 1.69% |
$12.3K - $14.2K
|
5.41K
$1.59M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
90New |
$12.3K - $14.2K
|
90
$26.4K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
90New |
$12.3K - $14.2K
|
90
$26.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
BUY
|
- |
87+ 15.79% |
$11.9K - $13.7K
|
638
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
87New |
$11.9K - $13.7K
|
87
$25.5K
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
86+ 1.37% |
$11.8K - $13.6K
|
6.39K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
86New |
$11.8K - $13.6K
|
86
$25.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84+ 17.5% |
$11.5K - $13.2K
|
564
$165K
|