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
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
43+ 0.14% |
$5.88K - $6.78K
|
31.2K
$9.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
42+ 2.09% |
$5.75K - $6.62K
|
2.05K
$617K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
40+ 1.49% |
$5.47K - $6.31K
|
2.73K
$822K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
40New |
$5.47K - $6.31K
|
40
$12.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
40+ 0.54% |
$5.47K - $6.31K
|
7.39K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40+ 1.4% |
$5.47K - $6.31K
|
2.89K
$870K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
39New |
$5.34K - $6.15K
|
39
$11.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
38+ 0.89% |
$5.2K - $5.99K
|
4.31K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
38+ 3.17% |
$5.2K - $5.99K
|
1.24K
$373K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
37+ 0.65% |
$5.06K - $5.83K
|
5.72K
$1.72M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
34+ 2.17% |
$4.65K - $5.36K
|
1.6K
$482K
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
34+ 0.24% |
$4.65K - $5.36K
|
13.9K
$4.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
34+ 1.08% |
$4.65K - $5.36K
|
3.17K
$956K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
34+ 212.5% |
$4.65K - $5.36K
|
50
$15.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
34+ 0.59% |
$4.65K - $5.36K
|
5.83K
$1.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
34+ 1.74% |
$4.65K - $5.36K
|
1.99K
$600K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
34+ 0.23% |
$4.65K - $5.36K
|
15.1K
$4.56M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
33+ 143.48% |
$4.51K - $5.2K
|
56
$16.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
32+ 1.52% |
$4.38K - $5.05K
|
2.14K
$645K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
32+ 1.98% |
$4.38K - $5.05K
|
1.65K
$496K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
32New |
$4.38K - $5.05K
|
32
$9.64K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
32+ 0.96% |
$4.38K - $5.05K
|
3.35K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
31+ 1.06% |
$4.24K - $4.89K
|
2.96K
$893K
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
30+ 1.19% |
$4.1K - $4.73K
|
2.56K
$771K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
30+ 1.24% |
$4.1K - $4.73K
|
2.46K
$740K
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30+ 1.02% |
$4.1K - $4.73K
|
2.96K
$892K
|
|
|
Feb 10, 2023
Q4 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.19% |
$4.1K - $4.73K
|
15.8K
$4.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
30+ 0.33% |
$4.1K - $4.73K
|
9.05K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30+ 0.16% |
$4.1K - $4.73K
|
19.1K
$5.75M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
30+ 0.98% |
$4.1K - $4.73K
|
3.1K
$933K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
29+ 1.47% |
$3.97K - $4.57K
|
2K
$603K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
29+ 0.19% |
$3.97K - $4.57K
|
15.7K
$4.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
29+ 0.27% |
$3.97K - $4.57K
|
10.8K
$3.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
29+ 1.78% |
$3.97K - $4.57K
|
1.66K
$500K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26+ 68.42% |
$3.56K - $4.1K
|
64
$19.3K
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
25+ 1.51% |
$3.42K - $3.94K
|
1.68K
$507K
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 1.01% |
$3.42K - $3.94K
|
2.51K
$755K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25New |
$3.42K - $3.94K
|
25
$7.53K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
24+ 1.51% |
$3.28K - $3.78K
|
1.61K
$485K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
23+ 1.11% |
$3.15K - $3.63K
|
2.1K
$631K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 9.35% |
$3.15K - $3.63K
|
269
$81K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
23+ 1.25% |
$3.15K - $3.63K
|
1.87K
$562K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
21+ 0.88% |
$2.87K - $3.31K
|
2.42K
$729K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
21+ 0.34% |
$2.87K - $3.31K
|
6.28K
$1.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
21+ 72.41% |
$2.87K - $3.31K
|
50
$15.1K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
21+ 10.5% |
$2.87K - $3.31K
|
221
$66.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
20+ 0.26% |
$2.74K - $3.15K
|
7.7K
$2.32M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
19+ 0.5% |
$2.6K - $3K
|
3.85K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
19New |
$2.6K - $3K
|
19
$5.72K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
19+ 0.5% |
$2.6K - $3K
|
3.8K
$1.15M
|