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
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-73- 0.33% |
$9.99K - $11.5K
|
22.2K
$6.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-74- 0.95% |
$10.1K - $11.7K
|
7.68K
$2.25M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-75- 0.89% |
$10.3K - $11.8K
|
8.32K
$2.44M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-75- 0.91% |
$10.3K - $11.8K
|
8.19K
$2.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-75- 21.43% |
$10.3K - $11.8K
|
275
$80.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-77- 3.57% |
$10.5K - $12.1K
|
2.08K
$609K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-78- 0.84% |
$10.7K - $12.3K
|
9.17K
$2.69M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-78- 1.76% |
$10.7K - $12.3K
|
4.36K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-78- 0.43% |
$10.7K - $12.3K
|
18.1K
$5.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-78- 0.48% |
$10.7K - $12.3K
|
16.1K
$4.71M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-78- 0.97% |
$10.7K - $12.3K
|
7.95K
$2.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-80- 4.12% |
$10.9K - $12.6K
|
1.86K
$546K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-81- 0.05% |
$11.1K - $12.8K
|
164K
$48.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-81- 3.56% |
$11.1K - $12.8K
|
2.2K
$643K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-81- 2.72% |
$11.1K - $12.8K
|
2.89K
$848K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-84- 0.89% |
$11.5K - $13.2K
|
9.32K
$2.73M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-89- 2.54% |
$12.2K - $14K
|
3.42K
$1M
|
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-89- 0.13% |
$12.2K - $14K
|
67.7K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-89- 3.47% |
$12.2K - $14K
|
2.48K
$726K
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-91- 0.84% |
$12.4K - $14.3K
|
10.7K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-91- 1.35% |
$12.4K - $14.3K
|
6.65K
$1.95M
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-92- 0.84% |
$12.6K - $14.5K
|
10.8K
$3.17M
|
|
|
Jan 13, 2023
Q4 2022
|
Jacobs & CO
|
SELL
|
- |
-94- 0.26% |
$12.9K - $14.8K
|
35.5K
$10.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-95- 4.62% |
$13K - $15K
|
1.96K
$575K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-97- 0.26% |
$13.3K - $15.3K
|
37.9K
$11.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-98- 0.72% |
$13.4K - $15.5K
|
13.6K
$3.98M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-98- 1.33% |
$13.4K - $15.5K
|
7.28K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-98- 2.47% |
$13.4K - $15.5K
|
3.87K
$1.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-100- 0.62% |
$13.7K - $15.8K
|
16K
$4.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-100- 18.18% |
$13.7K - $15.8K
|
450
$132K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-100- 1.16% |
$13.7K - $15.8K
|
8.48K
$2.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 3.07% |
$13.7K - $15.8K
|
3.16K
$925K
|
|
|
Feb 09, 2023
Q4 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-100- 1.82% |
$13.7K - $15.8K
|
5.39K
$1.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-100- 0.78% |
$13.7K - $15.8K
|
12.8K
$3.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-101- 3.28% |
$13.8K - $15.9K
|
2.98K
$873K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-102- 6.82% |
$14K - $16.1K
|
1.39K
$408K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-103- 92.79% |
$14.1K - $16.2K
|
8
$2.34K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-104- 2.25% |
$14.2K - $16.4K
|
4.52K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-105- 0.57% |
$14.4K - $16.6K
|
18.3K
$5.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-109- 1.9% |
$14.9K - $17.2K
|
5.63K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-109- 2.16% |
$14.9K - $17.2K
|
4.94K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-110- 2.06% |
$15K - $17.3K
|
5.22K
$1.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-111- 3.16% |
$15.2K - $17.5K
|
3.4K
$997K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-112- 3.55% |
$15.3K - $17.7K
|
3.05K
$892K
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-114- 0.95% |
$15.6K - $18K
|
11.9K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-114- 9.06% |
$15.6K - $18K
|
1.14K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-114- 0.24% |
$15.6K - $18K
|
47.5K
$13.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-115- 2.67% |
$15.7K - $18.1K
|
4.19K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-115- 0.64% |
$15.7K - $18.1K
|
18K
$5.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-115- 2.93% |
$15.7K - $18.1K
|
3.81K
$1.12M
|