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 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-15- 0.11% |
$2.05K - $2.37K
|
13.2K
$3.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-15- 0.67% |
$2.05K - $2.37K
|
2.21K
$648K
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
SELL
|
- |
-15- 0.55% |
$2.05K - $2.37K
|
2.69K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-15- 0.06% |
$2.05K - $2.37K
|
23.4K
$6.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-15- 0.22% |
$2.05K - $2.37K
|
6.73K
$1.97M
|
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-15- 0.21% |
$2.05K - $2.37K
|
7.27K
$2.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-16- 0.13% |
$2.19K - $2.52K
|
11.9K
$3.49M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-16- 0.46% |
$2.19K - $2.52K
|
3.43K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-17- 0.2% |
$2.33K - $2.68K
|
8.34K
$2.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-18- 1.18% |
$2.46K - $2.84K
|
1.51K
$443K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-19- 0.77% |
$2.6K - $3K
|
2.44K
$715K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19- 10.33% |
$2.6K - $3K
|
165
$48.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-20- 0.21% |
$2.74K - $3.15K
|
9.5K
$2.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-20- 1.09% |
$2.74K - $3.15K
|
1.82K
$532K
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-20- 0.54% |
$2.74K - $3.15K
|
3.68K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-20- 0.3% |
$2.74K - $3.15K
|
6.67K
$1.95M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-20- 0.23% |
$2.74K - $3.15K
|
8.76K
$2.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-22- 0.38% |
$3.01K - $3.47K
|
5.8K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-22- 0.6% |
$3.01K - $3.47K
|
3.67K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-22- 0.1% |
$3.01K - $3.47K
|
22.2K
$6.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-22- 1.28% |
$3.01K - $3.47K
|
1.7K
$498K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-23- 0.52% |
$3.15K - $3.63K
|
4.37K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-23- 1.28% |
$3.15K - $3.63K
|
1.78K
$521K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-23- 1.44% |
$3.15K - $3.63K
|
1.57K
$460K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 0.3% |
$3.28K - $3.78K
|
8K
$2.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-24- 0.35% |
$3.28K - $3.78K
|
6.88K
$2.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-24- 0.68% |
$3.28K - $3.78K
|
3.53K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-24- 0.67% |
$3.28K - $3.78K
|
3.56K
$1.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-24- 0.18% |
$3.28K - $3.78K
|
13.5K
$3.96M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-25- 0.45% |
$3.42K - $3.94K
|
5.58K
$1.63M
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-25- 0.09% |
$3.42K - $3.94K
|
28.6K
$8.38M
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-25- 1.45% |
$3.42K - $3.94K
|
1.7K
$498K
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-25- 0.35% |
$3.42K - $3.94K
|
7.14K
$2.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-25- 1.49% |
$3.42K - $3.94K
|
1.65K
$484K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-25- 19.23% |
$3.42K - $3.94K
|
105
$30.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-25- 1.33% |
$3.42K - $3.94K
|
1.86K
$544K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-27- 1.28% |
$3.69K - $4.26K
|
2.09K
$611K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-29- 1.42% |
$3.97K - $4.57K
|
2.01K
$589K
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-30- 0.42% |
$4.1K - $4.73K
|
7.08K
$2.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-30- 0.13% |
$4.1K - $4.73K
|
22.7K
$6.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-30- 0.26% |
$4.1K - $4.73K
|
11.6K
$3.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-31- 1.4% |
$4.24K - $4.89K
|
2.19K
$641K
|
|
|
Feb 08, 2023
Q4 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-31- 0.29% |
$4.24K - $4.89K
|
10.8K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-31- 1.71% |
$4.24K - $4.89K
|
1.79K
$524K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-32- 0.37% |
$4.38K - $5.05K
|
8.54K
$2.5M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-33Closed |
$4.51K - $5.2K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-34- 2.01% |
$4.65K - $5.36K
|
1.66K
$485K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-34- 0.68% |
$4.65K - $5.36K
|
4.94K
$1.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-35- 0.19% |
$4.79K - $5.52K
|
18K
$5.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-35- 1.11% |
$4.79K - $5.52K
|
3.13K
$918K
|