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 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-183- 8.2% |
$25K - $28.9K
|
2.05K
$626K
|
|
|
Feb 03, 2023
Q4 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-187- 1.92% |
$25.6K - $29.5K
|
9.58K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-187- 0.79% |
$25.6K - $29.5K
|
23.6K
$7.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-188- 10.02% |
$25.7K - $29.6K
|
1.69K
$515K
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-190- 0.66% |
$26K - $30K
|
28.7K
$8.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-191- 2.35% |
$26.1K - $30.1K
|
7.95K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-192- 2.35% |
$26.3K - $30.3K
|
7.99K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-195- 0.34% |
$26.7K - $30.7K
|
56.3K
$17.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-196- 69.5% |
$26.8K - $30.9K
|
86
$26.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-196- 7.18% |
$26.8K - $30.9K
|
2.54K
$774K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-198- 11.4% |
$27.1K - $31.2K
|
1.54K
$470K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-199- 1.75% |
$27.2K - $31.4K
|
11.2K
$3.41M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-200- 5.68% |
$27.4K - $31.5K
|
3.32K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 0.4% |
$27.4K - $31.5K
|
49.6K
$15.1M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 5.04% |
$27.4K - $31.5K
|
3.77K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-200- 3.74% |
$27.4K - $31.5K
|
5.15K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-200- 0.82% |
$27.4K - $31.5K
|
24.3K
$7.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-202- 10.36% |
$27.6K - $31.8K
|
1.75K
$534K
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-203- 0.63% |
$27.8K - $32K
|
32K
$9.76M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-204- 11.96% |
$27.9K - $32.2K
|
1.5K
$458K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-205- 2.53% |
$28K - $32.3K
|
7.88K
$2.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-205- 0.32% |
$28K - $32.3K
|
64.7K
$19.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-205- 1.54% |
$28K - $32.3K
|
13.1K
$4M
|
|
|
Feb 10, 2023
Q4 2022
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-205- 8.13% |
$28K - $32.3K
|
2.32K
$707K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-206- 12.38% |
$28.2K - $32.5K
|
1.46K
$445K
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-208- 5.9% |
$28.5K - $32.8K
|
3.32K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-210- 1.2% |
$28.7K - $33.1K
|
17.3K
$5.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Family Capital Trust CO
|
SELL
|
- |
-211- 0.47% |
$28.9K - $33.3K
|
44.4K
$13.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-216- 2.82% |
$29.6K - $34.1K
|
7.43K
$2.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-217- 3.14% |
$29.7K - $34.2K
|
6.68K
$2.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-220- 6.61% |
$30.1K - $34.7K
|
3.11K
$948K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-220- 0.83% |
$30.1K - $34.7K
|
26.2K
$8.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-222- 3.3% |
$30.4K - $35K
|
6.5K
$1.98M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-228- 9.2% |
$31.2K - $35.9K
|
2.25K
$687K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-230- 3.23% |
$31.5K - $36.3K
|
6.89K
$2.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-231- 6.78% |
$31.6K - $36.4K
|
3.17K
$969K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-231- 1.93% |
$31.6K - $36.4K
|
11.8K
$3.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-235- 0.91% |
$32.2K - $37.1K
|
25.6K
$7.81M
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-237- 2.23% |
$32.4K - $37.4K
|
10.4K
$3.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-241- 2.66% |
$33K - $38K
|
8.81K
$2.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-241- 0.78% |
$33K - $38K
|
30.7K
$9.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-248- 1.49% |
$33.9K - $39.1K
|
16.4K
$5.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-250- 2.53% |
$34.2K - $39.4K
|
9.65K
$2.95M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-254- 4.98% |
$34.7K - $40K
|
4.85K
$1.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-258- 2.61% |
$35.3K - $40.7K
|
9.64K
$2.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-258- 0.1% |
$35.3K - $40.7K
|
250K
$76.4M
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-260- 3.4% |
$35.6K - $41K
|
7.39K
$2.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-261- 2.15% |
$35.7K - $41.2K
|
11.9K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-265- 5.96% |
$36.3K - $41.8K
|
4.18K
$1.28M
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-268- 1.71% |
$36.7K - $42.3K
|
15.4K
$4.71M
|