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 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-270- 0.36% |
$36.9K - $42.6K
|
75.4K
$23M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-274- 6.96% |
$37.5K - $43.2K
|
3.66K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-278- 0.65% |
$38K - $43.8K
|
42.7K
$13M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-285- 28.5% |
$39K - $44.9K
|
715
$218K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-287- 14.62% |
$39.3K - $45.3K
|
1.68K
$512K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-288- 3.55% |
$39.4K - $45.4K
|
7.82K
$2.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-291- 4.88% |
$39.8K - $45.9K
|
5.68K
$1.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-291- 5.34% |
$39.8K - $45.9K
|
5.16K
$1.57M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-296- 3.92% |
$40.5K - $46.7K
|
7.26K
$2.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-300- 1.73% |
$41K - $47.3K
|
17.1K
$5.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-300- 15.28% |
$41K - $47.3K
|
1.66K
$508K
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-300- 6.0% |
$41K - $47.3K
|
4.7K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-300- 13.39% |
$41K - $47.3K
|
1.94K
$592K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-301- 1.48% |
$41.2K - $47.5K
|
20K
$6.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-303- 1.52% |
$41.5K - $47.8K
|
19.7K
$6.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-310- 4.83% |
$42.4K - $48.9K
|
6.1K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-310- 58.27% |
$42.4K - $48.9K
|
222
$67.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-312- 1.33% |
$42.7K - $49.2K
|
23.1K
$7.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-315- 0.44% |
$43.1K - $49.7K
|
71.8K
$21.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-320- 1.3% |
$43.8K - $50.5K
|
24.3K
$7.42M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-321- 19.12% |
$43.9K - $50.6K
|
1.36K
$414K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-322- 3.92% |
$44.1K - $50.8K
|
7.89K
$2.41M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-338- 3.32% |
$46.2K - $53.3K
|
9.85K
$3.01M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-339- 0.36% |
$46.4K - $53.5K
|
93.7K
$28.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-349- 53.61% |
$47.7K - $55K
|
302
$92.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-350- 7.52% |
$47.9K - $55.2K
|
4.31K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-353- 0.2% |
$48.3K - $55.7K
|
174K
$53M
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-361- 0.34% |
$49.4K - $56.9K
|
107K
$32.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-363- 14.51% |
$49.7K - $57.2K
|
2.14K
$653K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-366- 0.84% |
$50.1K - $57.7K
|
43.1K
$13.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-376- 0.45% |
$51.4K - $59.3K
|
83.8K
$25.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-376- 0.77% |
$51.4K - $59.3K
|
48.2K
$14.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-376- 0.26% |
$51.4K - $59.3K
|
146K
$44.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-380- 0.94% |
$52K - $59.9K
|
40.1K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-381- 1.05% |
$52.1K - $60.1K
|
35.7K
$10.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Mount Vernon Associates Inc
|
SELL
|
- |
-400- 2.13% |
$54.7K - $63.1K
|
18.4K
$5.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-400- 0.59% |
$54.7K - $63.1K
|
67K
$20.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-414- 28.77% |
$56.6K - $65.3K
|
1.03K
$313K
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-417- 2.74% |
$57K - $65.7K
|
14.8K
$4.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-425- 1.61% |
$58.1K - $67K
|
25.9K
$7.91M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-427- 17.72% |
$58.4K - $67.3K
|
1.98K
$605K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-429- 6.21% |
$58.7K - $67.6K
|
6.48K
$1.98M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-431- 1.57% |
$59K - $68K
|
27.1K
$8.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-432- 6.07% |
$59.1K - $68.1K
|
6.68K
$2.04M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-433- 23.57% |
$59.2K - $68.3K
|
1.4K
$429K
|
|
|
Feb 15, 2023
Q4 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-437- 0.51% |
$59.8K - $68.9K
|
85.2K
$26M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-438- 2.62% |
$59.9K - $69.1K
|
16.3K
$4.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-443- 9.85% |
$60.6K - $69.8K
|
4.05K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-443- 3.59% |
$60.6K - $69.8K
|
11.9K
$3.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-445- 3.54% |
$60.9K - $70.2K
|
12.1K
$3.7M
|