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
|
Essex Savings Bank
|
BUY
|
- |
18+ 0.8% |
$2.46K - $2.84K
|
2.26K
$682K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
17+ 1.05% |
$2.33K - $2.68K
|
1.64K
$493K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
17New |
$2.33K - $2.68K
|
17
$5.12K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
17+ 0.38% |
$2.33K - $2.68K
|
4.5K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
16+ 0.54% |
$2.19K - $2.52K
|
2.98K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16New |
$2.19K - $2.52K
|
16
$4.82K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
15+ 0.95% |
$2.05K - $2.37K
|
1.59K
$480K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 0.4% |
$2.05K - $2.37K
|
3.76K
$1.13M
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
15+ 0.07% |
$2.05K - $2.37K
|
21K
$6.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 0.32% |
$1.92K - $2.21K
|
4.34K
$1.31M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
14+ 0.17% |
$1.92K - $2.21K
|
8.44K
$2.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
13+ 0.16% |
$1.78K - $2.05K
|
8.29K
$2.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.22% |
$1.78K - $2.05K
|
5.82K
$1.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
13+ 0.63% |
$1.78K - $2.05K
|
2.06K
$622K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 65.0% |
$1.78K - $2.05K
|
33
$9.94K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.17% |
$1.64K - $1.89K
|
6.91K
$2.08M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
12+ 0.44% |
$1.64K - $1.89K
|
2.76K
$831K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
12+ 0.78% |
$1.64K - $1.89K
|
1.56K
$469K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
12+ 0.3% |
$1.64K - $1.89K
|
3.95K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
12+ 0.79% |
$1.64K - $1.89K
|
1.53K
$462K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
11New |
$1.5K - $1.73K
|
11
$3.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 0.4% |
$1.37K - $1.58K
|
2.49K
$750K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10New |
$1.37K - $1.58K
|
10
$3.01K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
10+ 0.25% |
$1.37K - $1.58K
|
4.03K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
10+ 0.12% |
$1.37K - $1.58K
|
8.23K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
10+ 0.13% |
$1.37K - $1.58K
|
7.5K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.44% |
$1.37K - $1.58K
|
2.28K
$686K
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
8+ 0.19% |
$1.09K - $1.26K
|
4.32K
$1.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
8New |
$1.09K - $1.26K
|
8
$2.41K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7+ 0.26% |
$958 - $1.1K
|
2.67K
$805K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.26% |
$958 - $1.1K
|
2.69K
$810K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
7+ 0.04% |
$958 - $1.1K
|
16K
$4.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$821 - $946
|
4.4K
$1.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
5+ 0.03% |
$684 - $788
|
16.3K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
5+ 0.08% |
$684 - $788
|
6.6K
$1.99M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 0.61% |
$684 - $788
|
820
$247K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.13% |
$547 - $631
|
3.06K
$920K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
4+ 0.06% |
$547 - $631
|
6.84K
$2.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
4+ 0.25% |
$547 - $631
|
1.59K
$479K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
4+ 0.14% |
$547 - $631
|
2.89K
$869K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$547 - $631
|
2.03K
$612K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4+ 0.0% |
$547 - $631
|
168K
$50.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4+ 0.05% |
$547 - $631
|
7.82K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4New |
$547 - $631
|
4
$1.21K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3+ 0.14% |
$410 - $473
|
2.11K
$636K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3+ 0.17% |
$410 - $473
|
1.72K
$518K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.19% |
$410 - $473
|
1.58K
$477K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3+ 0.04% |
$410 - $473
|
8.2K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3+ 0.08% |
$410 - $473
|
3.64K
$1.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.5% |
$274 - $315
|
400
$121K
|