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 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.87KNew |
$529K - $610K
|
3.87K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
3.84K+ 31.88% |
$526K - $606K
|
15.9K
$4.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3.82K+ 14.6% |
$522K - $602K
|
30K
$9.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.81K+ 10.13% |
$521K - $600K
|
41.4K
$12.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.77KNew |
$516K - $594K
|
3.77K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.71K+ 3.58% |
$508K - $585K
|
107K
$32.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.65K+ 40.23% |
$500K - $576K
|
12.7K
$3.84M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.6K+ 19.51% |
$493K - $568K
|
22.1K
$6.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.57K+ 64.75% |
$488K - $562K
|
9.07K
$2.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.54K+ 3.03% |
$484K - $558K
|
120K
$36.3M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.53KNew |
$482K - $556K
|
3.53K
$1.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.52K+ 3.53% |
$481K - $555K
|
103K
$31.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.46K+ 8.82% |
$473K - $545K
|
42.6K
$12.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
3.4K+ 5.0% |
$466K - $537K
|
71.5K
$21.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3.4K+ 0.42% |
$465K - $536K
|
812K
$245M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.39KNew |
$464K - $535K
|
3.39K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.39KNew |
$464K - $535K
|
3.39K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.28K+ 13.22% |
$449K - $517K
|
28.1K
$8.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.25KNew |
$444K - $512K
|
3.25K
$978K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.24KNew |
$443K - $511K
|
3.24K
$976K
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3.19KNew |
$436K - $503K
|
3.19K
$961K
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
3.18KNew |
$436K - $502K
|
3.18K
$959K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3.17K+ 2.62% |
$433K - $499K
|
124K
$37.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
3.15K+ 4.48% |
$431K - $497K
|
73.5K
$22.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.04K+ 1.37% |
$416K - $480K
|
225K
$67.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.04KNew |
$415K - $479K
|
3.04K
$915K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.02KNew |
$414K - $477K
|
3.02K
$911K
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3KNew |
$410K - $473K
|
3K
$904K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3KNew |
$410K - $473K
|
3K
$904K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.94K+ 1.21% |
$402K - $463K
|
246K
$74M
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.91K+ 157.96% |
$398K - $459K
|
4.75K
$1.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
2.8KNew |
$383K - $441K
|
2.8K
$844K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.8KNew |
$383K - $441K
|
2.8K
$844K
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.71K+ 33.05% |
$371K - $427K
|
10.9K
$3.29M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.69K+ 2.82% |
$369K - $425K
|
98.3K
$29.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.68K+ 4.86% |
$367K - $423K
|
57.9K
$17.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.66K+ 15.32% |
$364K - $419K
|
20K
$6.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.65K+ 9.35% |
$362K - $417K
|
31K
$9.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.65K+ 429.55% |
$362K - $417K
|
3.26K
$983K
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
2.63K+ 19.82% |
$359K - $414K
|
15.9K
$4.78M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.62K+ 34.32% |
$359K - $414K
|
10.3K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
2.6KNew |
$355K - $409K
|
2.6K
$782K
|
|
|
Feb 13, 2023
Q4 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.59KNew |
$355K - $409K
|
2.59K
$781K
|
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
2.53KNew |
$346K - $399K
|
2.53K
$762K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.51KNew |
$343K - $396K
|
2.51K
$756K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2.51KNew |
$343K - $395K
|
2.51K
$755K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.5K+ 120.62% |
$343K - $395K
|
4.58K
$1.38M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.48K+ 70.51% |
$339K - $391K
|
6K
$1.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.47KNew |
$338K - $390K
|
2.47K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.47K+ 10.67% |
$338K - $389K
|
25.6K
$7.72M
|