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
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.38K+ 148.05% |
$873K - $1.01M
|
10.7K
$3.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
6.33K+ 5.43% |
$865K - $997K
|
123K
$39M
|
|
|
Feb 14, 2023
Q4 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
6.29K+ 3055.34% |
$861K - $992K
|
6.5K
$2.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
6.2K+ 25.0% |
$848K - $978K
|
31K
$9.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.18KNew |
$845K - $974K
|
6.18K
$1.96M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.14K+ 3.05% |
$840K - $968K
|
207K
$65.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
6.08K+ 8.55% |
$831K - $958K
|
77.1K
$24.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.96K+ 351.03% |
$815K - $939K
|
7.65K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.95KNew |
$814K - $938K
|
5.95K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.89K+ 14.82% |
$805K - $928K
|
45.6K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.55K+ 19.52% |
$759K - $875K
|
34K
$10.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.52K+ 3.19% |
$755K - $870K
|
178K
$56.6M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.44K+ 3.34% |
$744K - $857K
|
168K
$53.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
5.35KNew |
$732K - $843K
|
5.35K
$1.7M
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
5.29K+ 3.4% |
$724K - $835K
|
161K
$51.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.28K+ 79.07% |
$722K - $833K
|
12K
$3.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.1K+ 4.64% |
$697K - $803K
|
115K
$36.5M
|
|
|
Oct 07, 2024
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
5.07K+ 1.89% |
$694K - $800K
|
274K
$87M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.02K+ 17.89% |
$687K - $792K
|
33.1K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
5KNew |
$684K - $788K
|
5K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
4.98K+ 2.99% |
$682K - $786K
|
172K
$54.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.97K+ 15.9% |
$680K - $783K
|
36.2K
$11.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
4.96K+ 17.73% |
$679K - $782K
|
32.9K
$10.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
4.94K+ 0.58% |
$676K - $779K
|
863K
$274M
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
4.84K+ 0.7% |
$662K - $763K
|
693K
$220M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
4.82K+ 0.9% |
$660K - $760K
|
539K
$171M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.82KNew |
$659K - $760K
|
4.82K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.81K+ 65.56% |
$659K - $759K
|
12.2K
$3.86M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
4.77K+ 0.02% |
$652K - $752K
|
31.3M
$9.95B
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
4.77KNew |
$652K - $751K
|
4.77K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.76K+ 3.0% |
$651K - $751K
|
163K
$51.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.72KNew |
$645K - $744K
|
4.72K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.67KNew |
$639K - $737K
|
4.67K
$1.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.66KNew |
$638K - $735K
|
4.66K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.65K+ 3.4% |
$636K - $733K
|
141K
$44.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
4.61K+ 53.01% |
$630K - $726K
|
13.3K
$4.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
4.52KNew |
$618K - $712K
|
4.52K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
4.46K+ 14.3% |
$610K - $704K
|
35.7K
$11.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.43KNew |
$606K - $698K
|
4.43K
$1.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.38KNew |
$600K - $691K
|
4.38K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.34K+ 35.81% |
$594K - $685K
|
16.5K
$5.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.22KNew |
$577K - $665K
|
4.22K
$1.34M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.21K+ 134.07% |
$576K - $663K
|
7.35K
$2.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.16KNew |
$569K - $656K
|
4.16K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.15K+ 50.33% |
$568K - $655K
|
12.4K
$3.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.11K+ 11.24% |
$562K - $648K
|
40.7K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
4.07K+ 6.22% |
$557K - $642K
|
69.5K
$22.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.02K+ 1.66% |
$551K - $634K
|
246K
$78.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.94K+ 3.59% |
$538K - $620K
|
113K
$36M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.92K+ 47.55% |
$537K - $619K
|
12.2K
$3.87M
|