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
|
Addison Advisors LLC
|
SELL
|
- |
-35- 17.5% |
$4.79K - $5.52K
|
165
$48.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-35- 0.22% |
$4.79K - $5.52K
|
16.2K
$4.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-35- 1.27% |
$4.79K - $5.52K
|
2.73K
$800K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-36- 0.54% |
$4.93K - $5.68K
|
6.59K
$1.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-37- 1.6% |
$5.06K - $5.83K
|
2.28K
$667K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-39- 1.64% |
$5.34K - $6.15K
|
2.35K
$687K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40- 3.61% |
$5.47K - $6.31K
|
1.07K
$313K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-41- 2.66% |
$5.61K - $6.46K
|
1.5K
$440K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-43- 1.02% |
$5.88K - $6.78K
|
4.15K
$1.22M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-44- 1.39% |
$6.02K - $6.94K
|
3.13K
$917K
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-45- 0.41% |
$6.16K - $7.1K
|
11K
$3.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-45- 31.03% |
$6.16K - $7.1K
|
100
$29.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-45- 1.44% |
$6.16K - $7.1K
|
3.07K
$900K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-46- 0.4% |
$6.29K - $7.25K
|
11.4K
$3.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-48- 2.07% |
$6.57K - $7.57K
|
2.28K
$667K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-48- 0.82% |
$6.57K - $7.57K
|
5.78K
$1.69M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-49- 1.92% |
$6.7K - $7.73K
|
2.51K
$735K
|
|
|
Jan 17, 2023
Q4 2022
|
Fruth Investment Management
|
SELL
|
- |
-50- 0.42% |
$6.84K - $7.88K
|
11.8K
$3.44M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 11.9% |
$6.84K - $7.88K
|
370
$108K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 6.78% |
$6.84K - $7.88K
|
688
$202K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-50- 0.49% |
$6.84K - $7.88K
|
10.1K
$2.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 2.32% |
$6.84K - $7.88K
|
2.1K
$616K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-50- 3.31% |
$6.84K - $7.88K
|
1.46K
$428K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-51- 8.33% |
$6.98K - $8.04K
|
561
$164K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-51- 1.44% |
$6.98K - $8.04K
|
3.48K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-52- 0.04% |
$7.11K - $8.2K
|
129K
$37.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-52- 1.19% |
$7.11K - $8.2K
|
4.32K
$1.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-55- 4.01% |
$7.52K - $8.67K
|
1.32K
$386K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-55- 26.32% |
$7.52K - $8.67K
|
154
$45.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-56- 1.67% |
$7.66K - $8.83K
|
3.31K
$969K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-56- 4.13% |
$7.66K - $8.83K
|
1.3K
$381K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-58- 2.78% |
$7.93K - $9.14K
|
2.03K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-59- 0.38% |
$8.07K - $9.3K
|
15.4K
$4.5M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-60- 1.83% |
$8.21K - $9.46K
|
3.22K
$942K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-60- 1.3% |
$8.21K - $9.46K
|
4.55K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-60- 4.33% |
$8.21K - $9.46K
|
1.33K
$388K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-61- 1.64% |
$8.35K - $9.62K
|
3.66K
$1.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Cohen Klingenstein LLC
|
SELL
|
- |
-62- 0.03% |
$8.48K - $9.78K
|
199K
$58.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-64- 1.19% |
$8.76K - $10.1K
|
5.3K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-64- 0.38% |
$8.76K - $10.1K
|
16.7K
$4.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-65- 5.52% |
$8.89K - $10.2K
|
1.11K
$326K
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-65- 2.02% |
$8.89K - $10.2K
|
3.16K
$926K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-65- 2.24% |
$8.89K - $10.2K
|
2.83K
$830K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-65- 6.75% |
$8.89K - $10.2K
|
898
$263K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-66- 2.14% |
$9.03K - $10.4K
|
3.02K
$884K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-66- 4.84% |
$9.03K - $10.4K
|
1.3K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-66- 2.24% |
$9.03K - $10.4K
|
2.89K
$846K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-67- 2.04% |
$9.17K - $10.6K
|
3.22K
$945K
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-70- 0.53% |
$9.58K - $11K
|
13.3K
$3.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-70- 0.88% |
$9.58K - $11K
|
7.92K
$2.32M
|