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 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
86+ 1.37% |
$11.8K - $13.6K
|
6.39K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
86New |
$11.8K - $13.6K
|
86
$26.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84+ 17.5% |
$11.5K - $13.2K
|
564
$175K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
83+ 0.65% |
$11.4K - $13.1K
|
12.9K
$4M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
82+ 0.67% |
$11.2K - $12.9K
|
12.3K
$3.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
82+ 13.6% |
$11.2K - $12.9K
|
685
$213K
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
BUY
|
- |
80+ 0.11% |
$10.9K - $12.6K
|
73.7K
$22.9M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
79+ 2.66% |
$10.8K - $12.5K
|
3.05K
$948K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
78+ 0.06% |
$10.7K - $12.3K
|
123K
$38.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
78+ 2.0% |
$10.7K - $12.3K
|
3.97K
$1.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
76+ 16.17% |
$10.4K - $12K
|
546
$170K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
73+ 1.75% |
$9.99K - $11.5K
|
4.26K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
70+ 0.2% |
$9.58K - $11K
|
34.3K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
69+ 2.11% |
$9.44K - $10.9K
|
3.33K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
67+ 1.72% |
$9.17K - $10.6K
|
3.96K
$1.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
67+ 1.36% |
$9.17K - $10.6K
|
5K
$1.55M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
66+ 2.81% |
$9.03K - $10.4K
|
2.42K
$751K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
66+ 0.08% |
$9.03K - $10.4K
|
84.9K
$26.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
66+ 16.67% |
$9.03K - $10.4K
|
462
$144K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
65+ 1.63% |
$8.89K - $10.2K
|
4.06K
$1.26M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
63+ 5.45% |
$8.62K - $9.93K
|
1.22K
$379K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
61+ 1.69% |
$8.35K - $9.62K
|
3.66K
$1.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
61+ 0.21% |
$8.35K - $9.62K
|
29.6K
$9.2M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
61+ 2.88% |
$8.35K - $9.62K
|
2.18K
$677K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
59+ 3.47% |
$8.07K - $9.3K
|
1.76K
$547K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
59+ 11.73% |
$8.07K - $9.3K
|
562
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
59+ 0.2% |
$8.07K - $9.3K
|
28.9K
$8.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
BUY
|
- |
57+ 0.33% |
$7.8K - $8.99K
|
17.3K
$5.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
56+ 0.01% |
$7.66K - $8.83K
|
435K
$135M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
56New |
$7.66K - $8.83K
|
56
$17.4K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
55+ 2.41% |
$7.52K - $8.67K
|
2.34K
$726K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
55+ 2.19% |
$7.52K - $8.67K
|
2.57K
$799K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
53+ 1.49% |
$7.25K - $8.36K
|
3.6K
$1.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
52+ 4.22% |
$7.11K - $8.2K
|
1.28K
$399K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52+ 0.79% |
$7.11K - $8.2K
|
6.59K
$2.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
51+ 0.77% |
$6.98K - $8.04K
|
6.68K
$2.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
50New |
$6.84K - $7.88K
|
50
$15.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
50+ 2.48% |
$6.84K - $7.88K
|
2.07K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
50+ 0.15% |
$6.84K - $7.88K
|
34.2K
$10.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
49+ 1.05% |
$6.7K - $7.73K
|
4.7K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
49+ 2.49% |
$6.7K - $7.73K
|
2.02K
$627K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
49+ 3.32% |
$6.7K - $7.73K
|
1.53K
$475K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
48+ 1.8% |
$6.57K - $7.57K
|
2.72K
$845K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
48+ 3.17% |
$6.57K - $7.57K
|
1.56K
$486K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
48+ 106.67% |
$6.57K - $7.57K
|
93
$28.9K
|
|
|
Feb 01, 2023
Q4 2022
|
William Allan, LLC
|
BUY
|
- |
47+ 0.3% |
$6.43K - $7.41K
|
15.5K
$4.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
46+ 6.86% |
$6.29K - $7.25K
|
717
$223K
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
BUY
|
- |
45+ 0.35% |
$6.16K - $7.1K
|
12.9K
$4.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
44+ 0.34% |
$6.02K - $6.94K
|
12.8K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
44+ 8.85% |
$6.02K - $6.94K
|
541
$168K
|