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 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$274 - $315
|
2.31K
$677K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
2+ 0.07% |
$274 - $315
|
2.81K
$823K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.12% |
$274 - $315
|
1.69K
$496K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.05% |
$274 - $315
|
3.93K
$1.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
2+ 0.12% |
$274 - $315
|
1.63K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.05% |
$274 - $315
|
3.94K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2+ 0.07% |
$274 - $315
|
2.73K
$798K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.63% |
$137 - $158
|
159
$46.6K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$137 - $158
|
5.05K
$1.48M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.19% |
$137 - $158
|
514
$151K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.44% |
$137 - $158
|
42
$12.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$137 - $158
|
3.28K
$960K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.03% |
$137 - $158
|
3.29K
$963K
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$137 - $158
|
17.9K
$5.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$137 - $158
|
12.5K
$3.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$137 - $158
|
5.77K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$137 - $158
|
8.85K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.1% |
$137 - $158
|
960
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$137 - $158
|
3.1K
$909K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 0.2% |
$137 - $158
|
494
$145K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1- 0.02% |
$137 - $158
|
6.15K
$1.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.72% |
$137 - $158
|
137
$40.1K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1- 0.07% |
$137 - $158
|
1.51K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1- 0.04% |
$137 - $158
|
2.61K
$764K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-2- 0.09% |
$274 - $315
|
2.29K
$672K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2- 0.02% |
$274 - $315
|
8.52K
$2.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2- 0.11% |
$274 - $315
|
1.74K
$511K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.24% |
$274 - $315
|
819
$240K
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$410 - $473
|
12.7K
$3.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-3- 0.17% |
$410 - $473
|
1.73K
$505K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4- 0.25% |
$547 - $631
|
1.58K
$463K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-4- 0.08% |
$547 - $631
|
4.98K
$1.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 0.75% |
$684 - $788
|
659
$193K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-5- 0.69% |
$684 - $788
|
720
$211K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-6- 0.07% |
$821 - $946
|
8.54K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6- 0.37% |
$821 - $946
|
1.63K
$478K
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-7- 0.12% |
$958 - $1.1K
|
5.75K
$1.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-8- 2.15% |
$1.09K - $1.26K
|
364
$107K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-9- 0.13% |
$1.23K - $1.42K
|
7.14K
$2.09M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11- 0.16% |
$1.5K - $1.73K
|
6.82K
$2M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-12- 0.24% |
$1.64K - $1.89K
|
5.03K
$1.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-12- -0.0% |
$1.64K - $1.89K
|
258K
$75.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-13- 0.25% |
$1.78K - $2.05K
|
5.12K
$1.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-13- 0.77% |
$1.78K - $2.05K
|
1.67K
$490K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-13- 0.52% |
$1.78K - $2.05K
|
2.47K
$722K
|
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-13- 0.58% |
$1.78K - $2.05K
|
2.25K
$658K
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-14- 0.7% |
$1.92K - $2.21K
|
2K
$586K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-14- 0.32% |
$1.92K - $2.21K
|
4.35K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-14- 0.79% |
$1.92K - $2.21K
|
1.76K
$516K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-15- 0.48% |
$2.05K - $2.37K
|
3.09K
$904K
|