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 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-114- 9.06% |
$15.6K - $18K
|
1.14K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-114- 0.24% |
$15.6K - $18K
|
47.5K
$14.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-115- 2.67% |
$15.7K - $18.1K
|
4.19K
$1.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-115- 0.64% |
$15.7K - $18.1K
|
18K
$5.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-115- 2.93% |
$15.7K - $18.1K
|
3.81K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-120- 4.27% |
$16.4K - $18.9K
|
2.69K
$837K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-121- 1.55% |
$16.6K - $19.1K
|
7.67K
$2.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-123- 2.63% |
$16.8K - $19.4K
|
4.56K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-125- 7.62% |
$17.1K - $19.7K
|
1.52K
$472K
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-125- 4.59% |
$17.1K - $19.7K
|
2.6K
$809K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-126- 2.91% |
$17.2K - $19.9K
|
4.21K
$1.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-128- 6.78% |
$17.5K - $20.2K
|
1.76K
$548K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-128- 1.17% |
$17.5K - $20.2K
|
10.8K
$3.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-129- 0.32% |
$17.6K - $20.3K
|
40.5K
$12.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-129- 0.23% |
$17.6K - $20.3K
|
56.5K
$17.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-129- 6.32% |
$17.6K - $20.3K
|
1.91K
$595K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-130- 50.0% |
$17.8K - $20.5K
|
130
$40.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-130- 7.26% |
$17.8K - $20.5K
|
1.66K
$517K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-131- 3.56% |
$17.9K - $20.7K
|
3.55K
$1.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-132- 1.44% |
$18.1K - $20.8K
|
9.02K
$2.8M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-134- 2.21% |
$18.3K - $21.1K
|
5.94K
$1.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-136- 1.62% |
$18.6K - $21.4K
|
8.25K
$2.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-137- 8.53% |
$18.7K - $21.6K
|
1.47K
$457K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-142- 23.99% |
$19.4K - $22.4K
|
450
$140K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-143- 0.54% |
$19.6K - $22.5K
|
26.4K
$8.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-147- 2.19% |
$20.1K - $23.2K
|
6.58K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-148- 8.01% |
$20.2K - $23.3K
|
1.7K
$528K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-150- 0.39% |
$20.5K - $23.7K
|
38.3K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-150- 1.07% |
$20.5K - $23.7K
|
13.8K
$4.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-151- 14.66% |
$20.7K - $23.8K
|
879
$273K
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
SELL
|
- |
-151- 5.85% |
$20.7K - $23.8K
|
2.43K
$756K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-151- 1.45% |
$20.7K - $23.8K
|
10.3K
$3.19M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-151- 1.52% |
$20.7K - $23.8K
|
9.81K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-151- 0.41% |
$20.7K - $23.8K
|
36.9K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-154- 2.17% |
$21.1K - $24.3K
|
6.93K
$2.16M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-154- 2.17% |
$21.1K - $24.3K
|
6.93K
$2.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-155- 4.34% |
$21.2K - $24.4K
|
3.42K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-155- 4.19% |
$21.2K - $24.4K
|
3.54K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-156- 0.82% |
$21.3K - $24.6K
|
18.9K
$5.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-156- 0.76% |
$21.3K - $24.6K
|
20.4K
$6.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-159- 6.45% |
$21.8K - $25.1K
|
2.31K
$718K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-160- 0.92% |
$21.9K - $25.2K
|
17.3K
$5.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-165- 10.19% |
$22.6K - $26K
|
1.45K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-166- 2.28% |
$22.7K - $26.2K
|
7.11K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-169- 2.0% |
$23.1K - $26.6K
|
8.3K
$2.58M
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-170- 1.68% |
$23.3K - $26.8K
|
9.97K
$3.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-171- 6.86% |
$23.4K - $27K
|
2.32K
$722K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-171- 0.6% |
$23.4K - $27K
|
28.5K
$8.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-173- 1.55% |
$23.7K - $27.3K
|
11K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-175- 7.73% |
$23.9K - $27.6K
|
2.09K
$650K
|