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
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.75K+ 34.24% |
$239K - $275K
|
6.85K
$1.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.74K+ 24.42% |
$238K - $274K
|
8.86K
$2.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
1.73K+ 1.56% |
$237K - $273K
|
113K
$30M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
1.7KNew |
$233K - $268K
|
1.7K
$452K
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.7KNew |
$233K - $268K
|
1.7K
$452K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
1.7KNew |
$233K - $268K
|
1.7K
$451K
|
|
|
Feb 10, 2023
Q4 2022
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.69KNew |
$231K - $267K
|
1.69K
$449K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.68K+ 26.98% |
$230K - $265K
|
7.9K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.67KNew |
$228K - $263K
|
1.67K
$443K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.65KNew |
$226K - $261K
|
1.65K
$439K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.64K+ 84.26% |
$225K - $259K
|
3.59K
$954K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.63K+ 2.34% |
$223K - $257K
|
71.1K
$18.9M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.62KNew |
$222K - $256K
|
1.62K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.62K+ 1.33% |
$222K - $256K
|
124K
$32.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.62K+ 10.23% |
$222K - $255K
|
17.5K
$4.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.59K+ 3.12% |
$218K - $251K
|
52.7K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.59KNew |
$218K - $251K
|
1.59K
$423K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.59KNew |
$217K - $250K
|
1.59K
$421K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.58K+ 11.13% |
$216K - $249K
|
15.8K
$4.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.58KNew |
$216K - $249K
|
1.58K
$419K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.58KNew |
$215K - $248K
|
1.58K
$418K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.57KNew |
$215K - $248K
|
1.57K
$417K
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.57KNew |
$215K - $247K
|
1.57K
$416K
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.56KNew |
$213K - $246K
|
1.56K
$414K
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.56KNew |
$213K - $245K
|
1.56K
$413K
|
|
|
Feb 08, 2023
Q4 2022
|
Quilter PLC
|
BUY
|
- |
1.55K+ 1.51% |
$212K - $245K
|
104K
$27.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.55K+ 41.37% |
$212K - $244K
|
5.3K
$1.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.55KNew |
$212K - $244K
|
1.55K
$411K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.54K+ 47.42% |
$210K - $242K
|
4.78K
$1.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.53KNew |
$210K - $242K
|
1.53K
$407K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.53K+ 7.7% |
$209K - $241K
|
21.4K
$5.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.52KNew |
$208K - $240K
|
1.52K
$404K
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.52KNew |
$208K - $239K
|
1.52K
$403K
|
|
|
Feb 07, 2023
Q4 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.51K+ 0.95% |
$207K - $238K
|
161K
$42.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.51KNew |
$207K - $238K
|
1.51K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
1.51K+ 5.49% |
$207K - $238K
|
29K
$7.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
1.5K+ 50.0% |
$205K - $237K
|
4.5K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.5KNew |
$205K - $236K
|
1.5K
$397K
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.49KNew |
$204K - $235K
|
1.49K
$396K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.49KNew |
$204K - $235K
|
1.49K
$396K
|
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
BUY
|
- |
1.49KNew |
$203K - $234K
|
1.49K
$394K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.47KNew |
$201K - $231K
|
1.47K
$389K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
1.46KNew |
$200K - $231K
|
1.46K
$389K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$200K - $230K
|
1.46K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
BUY
|
- |
1.46KNew |
$199K - $230K
|
1.46K
$387K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
1.46KNew |
$199K - $230K
|
1.46K
$387K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.45KNew |
$199K - $229K
|
1.45K
$386K
|
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.45K+ 11.43% |
$199K - $229K
|
14.2K
$3.76M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.45KNew |
$198K - $229K
|
1.45K
$385K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.45KNew |
$198K - $229K
|
1.45K
$385K
|