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
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.47K+ 10.67% |
$338K - $389K
|
25.6K
$8.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.46K+ 7.96% |
$336K - $387K
|
33.3K
$10.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Amf Tjanstepension Ab
|
BUY
|
- |
2.45K+ 0.71% |
$335K - $386K
|
348K
$111M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.43KNew |
$333K - $383K
|
2.43K
$776K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.43K+ 10.42% |
$332K - $383K
|
25.7K
$8.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.41K+ 5.07% |
$330K - $381K
|
50.1K
$16M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.38K+ 1.67% |
$326K - $375K
|
145K
$46.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.37K+ 82.73% |
$325K - $374K
|
5.24K
$1.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.35K+ 2.83% |
$321K - $370K
|
85.4K
$27.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.33K+ 25.92% |
$318K - $367K
|
11.3K
$3.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.3KNew |
$315K - $363K
|
2.3K
$734K
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.3K+ 0.27% |
$315K - $363K
|
863K
$275M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.29K+ 28.73% |
$313K - $361K
|
10.3K
$3.27M
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
2.27K+ 3.23% |
$311K - $358K
|
72.6K
$23.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.26KNew |
$309K - $356K
|
2.26K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.22KNew |
$303K - $350K
|
2.22K
$707K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.18KNew |
$299K - $344K
|
2.18K
$697K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.17K+ 8.09% |
$296K - $342K
|
28.9K
$9.23M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.15K+ 75.85% |
$295K - $340K
|
4.99K
$1.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.12KNew |
$290K - $334K
|
2.12K
$675K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.1K+ 2.0% |
$287K - $331K
|
107K
$34.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.09KNew |
$286K - $330K
|
2.09K
$667K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.08K+ 1.93% |
$285K - $328K
|
110K
$35M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
2.05K+ 275.61% |
$280K - $322K
|
2.79K
$889K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.02KNew |
$277K - $319K
|
2.02K
$645K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.02K+ 7.38% |
$276K - $319K
|
29.4K
$9.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.01K+ 91.04% |
$275K - $317K
|
4.22K
$1.35M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2K+ 20.72% |
$273K - $315K
|
11.6K
$3.71M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2K+ 0.3% |
$273K - $315K
|
666K
$212M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.99K+ 100.46% |
$272K - $313K
|
3.97K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.97KNew |
$270K - $311K
|
1.97K
$629K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.96K+ 4.91% |
$268K - $309K
|
41.8K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.93K+ 3.57% |
$265K - $305K
|
56.2K
$17.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.91K+ 24.62% |
$261K - $301K
|
9.67K
$3.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.91KNew |
$261K - $301K
|
1.91K
$609K
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.91KNew |
$261K - $301K
|
1.91K
$609K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.88KNew |
$257K - $296K
|
1.88K
$599K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
1.88KNew |
$257K - $296K
|
1.88K
$598K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.86KNew |
$254K - $293K
|
1.86K
$593K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.86KNew |
$254K - $293K
|
1.86K
$593K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.85K+ 18.59% |
$252K - $291K
|
11.8K
$3.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.84KNew |
$251K - $289K
|
1.84K
$585K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
1.83K+ 0.14% |
$250K - $289K
|
1.35M
$430M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.83K+ 19.01% |
$250K - $288K
|
11.4K
$3.65M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.83K+ 7.07% |
$250K - $288K
|
27.7K
$8.83M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.79KNew |
$245K - $282K
|
1.79K
$570K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
1.78K+ 5.75% |
$243K - $280K
|
32.6K
$10.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$242K - $279K
|
1.77K
$565K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
1.76KNew |
$241K - $278K
|
1.76K
$562K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.76K+ 0.93% |
$240K - $277K
|
190K
$60.5M
|