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 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-447- 10.88% |
$61.2K - $70.5K
|
3.66K
$1.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-450- 13.06% |
$61.6K - $71K
|
3K
$914K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-451- 5.04% |
$61.7K - $71.1K
|
8.51K
$2.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-453- 21.05% |
$62K - $71.4K
|
1.7K
$519K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-453- 11.09% |
$62K - $71.4K
|
3.63K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-456- 1.36% |
$62.4K - $71.9K
|
33K
$10.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Parthenon LLC
|
SELL
|
- |
-460- 0.68% |
$62.9K - $72.5K
|
67.2K
$20.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-460- 20.53% |
$62.9K - $72.5K
|
1.78K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-463- 24.97% |
$63.3K - $73K
|
1.39K
$425K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-466- 4.8% |
$63.8K - $73.5K
|
9.24K
$2.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-478- 7.05% |
$65.4K - $75.4K
|
6.3K
$1.92M
|
|
|
Jan 17, 2023
Q4 2022
|
Bristol John W & CO Inc
|
SELL
|
- |
-481- 14.06% |
$65.8K - $75.8K
|
2.94K
$897K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-485- 5.61% |
$66.4K - $76.5K
|
8.16K
$2.49M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-489- 6.55% |
$66.9K - $77.1K
|
6.97K
$2.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-498- 24.06% |
$68.1K - $78.5K
|
1.57K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Valueworks LLC
New York, NY |
SELL
|
- |
-499- 3.73% |
$68.3K - $78.7K
|
12.9K
$3.93M
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-500- 1.02% |
$68.4K - $78.8K
|
48.3K
$14.8M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-500- 18.56% |
$68.4K - $78.8K
|
2.19K
$670K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-506- 1.04% |
$69.2K - $79.8K
|
48.1K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-508- 7.52% |
$69.5K - $80.1K
|
6.25K
$1.91M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-518- 20.92% |
$70.9K - $81.7K
|
1.96K
$598K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-521- 6.39% |
$71.3K - $82.1K
|
7.63K
$2.33M
|
|
|
Jan 04, 2023
Q4 2022
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-522- 1.35% |
$71.4K - $82.3K
|
38K
$11.6M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-525- 7.62% |
$71.8K - $82.8K
|
6.36K
$1.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-526- 5.71% |
$72K - $82.9K
|
8.69K
$2.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-537- 2.0% |
$73.5K - $84.7K
|
26.3K
$8.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-540- 7.92% |
$73.9K - $85.1K
|
6.28K
$1.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-541- 6.37% |
$74K - $85.3K
|
7.96K
$2.43M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-548- 47.0% |
$75K - $86.4K
|
618
$189K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-550- 7.12% |
$75.2K - $86.7K
|
7.18K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-555- 2.33% |
$75.9K - $87.5K
|
23.3K
$7.1M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-556- 17.99% |
$76.1K - $87.7K
|
2.53K
$773K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-557- 8.74% |
$76.2K - $87.8K
|
5.82K
$1.78M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-558- 2.01% |
$76.3K - $88K
|
27.1K
$8.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-567- 12.06% |
$77.6K - $89.4K
|
4.14K
$1.26M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-567- 4.73% |
$77.6K - $89.4K
|
11.4K
$3.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-572- 6.46% |
$78.3K - $90.2K
|
8.29K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-574- 2.35% |
$78.5K - $90.5K
|
23.8K
$7.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-579- 15.83% |
$79.2K - $91.3K
|
3.08K
$940K
|
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-591- 4.88% |
$80.9K - $93.2K
|
11.5K
$3.51M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-595- 2.63% |
$81.4K - $93.8K
|
22.1K
$6.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-600- 3.91% |
$82.1K - $94.6K
|
14.7K
$4.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-607- 13.76% |
$83K - $95.7K
|
3.81K
$1.16M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-608- 17.51% |
$83.2K - $95.9K
|
2.87K
$874K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-610- 26.68% |
$83.5K - $96.2K
|
1.68K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-650- 5.66% |
$88.9K - $102K
|
10.8K
$3.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-654- 2.2% |
$89.5K - $103K
|
29.1K
$8.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-657- 6.87% |
$89.9K - $104K
|
8.91K
$2.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-665- 1.56% |
$91K - $105K
|
41.9K
$12.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-666- 7.7% |
$91.1K - $105K
|
7.99K
$2.44M
|