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 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.67K- 0.44% |
$228K - $263K
|
380K
$116M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.7K- 1.21% |
$232K - $267K
|
139K
$42.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.73K- 9.49% |
$236K - $272K
|
16.5K
$5.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-1.75K- 6.92% |
$239K - $275K
|
23.5K
$7.17M
|
|
|
Feb 17, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-1.76K- 0.19% |
$240K - $277K
|
939K
$286M
|
|
|
Feb 23, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-1.76K- 0.19% |
$240K - $277K
|
939K
$286M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.77K- 1.37% |
$241K - $278K
|
127K
$38.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.77K- 16.15% |
$242K - $279K
|
9.18K
$2.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.79K- 6.62% |
$244K - $282K
|
25.2K
$7.69M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-1.83K- 20.95% |
$250K - $289K
|
6.91K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-1.84K- 39.19% |
$251K - $289K
|
2.85K
$869K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.84K- 0.48% |
$252K - $290K
|
379K
$116M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-1.89K- 4.5% |
$259K - $298K
|
40.1K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.89K- 0.09% |
$259K - $298K
|
2.17M
$662M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-1.93K- 14.44% |
$264K - $304K
|
11.4K
$3.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.93K- 0.28% |
$264K - $304K
|
691K
$211M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.95K- 5.38% |
$267K - $308K
|
34.3K
$10.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-2.01K- 8.74% |
$275K - $317K
|
21K
$6.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.07K- 0.57% |
$283K - $326K
|
359K
$110M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-2.07K- 6.25% |
$283K - $326K
|
31K
$9.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-2.12K- 9.9% |
$290K - $334K
|
19.3K
$5.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-2.14K- 0.13% |
$292K - $337K
|
1.62M
$494M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.16K- 11.26% |
$296K - $341K
|
17.1K
$5.2M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.21K- 10.73% |
$302K - $348K
|
18.4K
$5.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-2.24K- 45.16% |
$306K - $353K
|
2.72K
$829K
|
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-2.25K- 4.97% |
$307K - $354K
|
42.9K
$13.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.25K- 17.35% |
$308K - $354K
|
10.7K
$3.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
SELL
|
- |
-2.28K- 11.54% |
$312K - $359K
|
17.5K
$5.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.3K- 10.2% |
$314K - $362K
|
20.2K
$6.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.33K- 3.52% |
$318K - $367K
|
63.8K
$19.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-2.36K- 5.32% |
$322K - $371K
|
41.9K
$12.8M
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-2.36K- 19.69% |
$323K - $372K
|
9.62K
$2.94M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
SELL
|
- |
-2.36K- 2.87% |
$323K - $372K
|
79.8K
$24.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.41K- 4.94% |
$330K - $380K
|
46.4K
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.45K- 2.0% |
$335K - $386K
|
120K
$36.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.47K- 11.06% |
$337K - $389K
|
19.8K
$6.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.51K- 2.04% |
$344K - $396K
|
120K
$36.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.53K- 21.26% |
$346K - $399K
|
9.37K
$2.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.54K- 21.37% |
$347K - $400K
|
9.33K
$2.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-2.57K- 1.86% |
$352K - $405K
|
136K
$41.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.59K- 24.73% |
$354K - $409K
|
7.89K
$2.41M
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.6K- 8.34% |
$356K - $410K
|
28.6K
$8.72M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.62K- 49.26% |
$358K - $413K
|
2.7K
$823K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.64K- 4.18% |
$361K - $416K
|
60.5K
$18.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-2.64K- 1.88% |
$362K - $417K
|
138K
$42.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.65K- 76.51% |
$363K - $418K
|
814
$248K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.69K- 94.78% |
$368K - $424K
|
148
$45.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.73K- 41.58% |
$374K - $431K
|
3.84K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.83K- 10.41% |
$386K - $445K
|
24.3K
$7.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.85K- 37.53% |
$390K - $450K
|
4.75K
$1.45M
|