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 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-666- 7.7% |
$91.1K - $105K
|
7.99K
$2.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
SELL
|
- |
-671- 5.12% |
$91.8K - $106K
|
12.4K
$3.78M
|
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-675- 20.16% |
$92.3K - $106K
|
2.67K
$813K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-685- 0.45% |
$93.7K - $108K
|
150K
$45.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-687- 12.25% |
$94K - $108K
|
4.92K
$1.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-688- 2.11% |
$94.1K - $108K
|
31.9K
$9.71M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-691- 9.74% |
$94.5K - $109K
|
6.4K
$1.95M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-691- 9.74% |
$94.5K - $109K
|
6.4K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-693- 0.23% |
$94.8K - $109K
|
303K
$92.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
SELL
|
- |
-697- 0.34% |
$95.4K - $110K
|
204K
$62M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-697- 9.42% |
$95.4K - $110K
|
6.7K
$2.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-700- 29.98% |
$95.8K - $110K
|
1.64K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-700- 2.22% |
$95.8K - $110K
|
30.9K
$9.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-705- 46.57% |
$96.5K - $111K
|
809
$246K
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-715- 4.78% |
$97.8K - $113K
|
14.2K
$4.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-717- 33.16% |
$98.1K - $113K
|
1.45K
$440K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-734- 20.18% |
$100K - $116K
|
2.9K
$884K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-736- 31.59% |
$101K - $116K
|
1.59K
$485K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-755- 2.8% |
$103K - $119K
|
26.2K
$7.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-756- 0.73% |
$103K - $119K
|
103K
$31.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-761- 16.7% |
$104K - $120K
|
3.8K
$1.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-763- 25.5% |
$104K - $120K
|
2.23K
$678K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-764- 1.36% |
$105K - $120K
|
55.2K
$16.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-768- 11.91% |
$105K - $121K
|
5.68K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-782- 31.49% |
$107K - $123K
|
1.7K
$518K
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-789- 21.55% |
$108K - $124K
|
2.87K
$874K
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
SELL
|
- |
-795- 3.92% |
$109K - $125K
|
19.5K
$5.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-799- 0.81% |
$109K - $126K
|
98.4K
$29.9M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-803- 20.88% |
$110K - $127K
|
3.04K
$926K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-823- 0.67% |
$113K - $130K
|
121K
$36.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-825- 45.5% |
$113K - $130K
|
988
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-837- 13.36% |
$115K - $132K
|
5.43K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-853- 2.06% |
$117K - $134K
|
40.6K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-862- 16.03% |
$118K - $136K
|
4.51K
$1.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-872- 15.9% |
$119K - $137K
|
4.61K
$1.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-900- 0.83% |
$123K - $142K
|
107K
$32.6M
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-900- 3.19% |
$123K - $142K
|
27.3K
$8.31M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-914- 4.36% |
$125K - $144K
|
20.1K
$6.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-914- 26.77% |
$125K - $144K
|
2.5K
$761K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-948- 41.04% |
$130K - $149K
|
1.36K
$414K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-991- 8.82% |
$136K - $156K
|
10.2K
$3.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-992- 5.25% |
$136K - $156K
|
17.9K
$5.45M
|
|
|
Jan 06, 2023
Q4 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1K- 40.65% |
$137K - $158K
|
1.46K
$444K
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-1K- 65.36% |
$137K - $158K
|
530
$161K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1K- 10.43% |
$137K - $158K
|
8.59K
$2.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-1.01K- 2.52% |
$137K - $158K
|
38.8K
$11.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.01K- 1.98% |
$138K - $159K
|
50K
$15.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 9.31% |
$139K - $160K
|
9.88K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.03K- 0.65% |
$140K - $162K
|
158K
$48M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.03K- 10.55% |
$141K - $162K
|
8.72K
$2.65M
|