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 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.44K+ 7.07% |
$196K - $226K
|
21.7K
$6.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.43K+ 9.98% |
$196K - $226K
|
15.8K
$4.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.43KNew |
$196K - $226K
|
1.43K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.43KNew |
$196K - $226K
|
1.43K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.43KNew |
$196K - $225K
|
1.43K
$411K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.43KNew |
$196K - $225K
|
1.43K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
1.43KNew |
$196K - $225K
|
1.43K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.43K+ 4.54% |
$195K - $225K
|
32.9K
$9.47M
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
BUY
|
- |
1.42KNew |
$194K - $224K
|
1.42K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.41KNew |
$193K - $222K
|
1.41K
$405K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.4KNew |
$192K - $221K
|
1.4K
$403K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.4K+ 46.06% |
$192K - $221K
|
4.44K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
BUY
|
- |
1.4KNew |
$192K - $221K
|
1.4K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.4KNew |
$192K - $221K
|
1.4K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$191K - $220K
|
1.4K
$402K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.39KNew |
$190K - $219K
|
1.39K
$400K
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.38KNew |
$189K - $218K
|
1.38K
$398K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.38KNew |
$189K - $218K
|
1.38K
$397K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1.38KNew |
$189K - $218K
|
1.38K
$397K
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
1.37KNew |
$188K - $216K
|
1.37K
$395K
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.37KNew |
$187K - $216K
|
1.37K
$394K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
1.37KNew |
$187K - $215K
|
1.37K
$393K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
1.36KNew |
$186K - $215K
|
1.36K
$392K
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.36KNew |
$186K - $214K
|
1.36K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.36KNew |
$186K - $214K
|
1.36K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.33KNew |
$182K - $210K
|
1.33K
$383K
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.32KNew |
$180K - $208K
|
1.32K
$379K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.31K+ 5.8% |
$180K - $207K
|
24K
$6.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.31K+ 14.49% |
$179K - $206K
|
10.3K
$2.97M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.28KNew |
$175K - $201K
|
1.28K
$367K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
1.27K+ 16.41% |
$174K - $200K
|
9K
$2.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.26K+ 0.6% |
$172K - $199K
|
212K
$60.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.26K+ 2.62% |
$172K - $199K
|
49.3K
$14.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.25K+ 2.22% |
$171K - $197K
|
57.5K
$16.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 18.76% |
$171K - $197K
|
7.91K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
1.25K+ 35.71% |
$171K - $197K
|
4.75K
$1.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.22K+ 0.64% |
$167K - $193K
|
192K
$55.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.21K+ 99.02% |
$166K - $191K
|
2.44K
$701K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 105.87% |
$165K - $191K
|
2.35K
$676K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.21KNew |
$165K - $190K
|
1.21K
$347K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.21K+ 21.32% |
$165K - $190K
|
6.86K
$1.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.17K+ 6.76% |
$161K - $185K
|
18.5K
$5.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
1.17K+ 1.95% |
$160K - $185K
|
61.2K
$17.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.16K+ 7.47% |
$159K - $183K
|
16.7K
$4.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.15K+ 13.11% |
$157K - $181K
|
9.92K
$2.85M
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.14K+ 5.94% |
$155K - $179K
|
20.3K
$5.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.13K+ 2.65% |
$154K - $178K
|
43.7K
$12.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 9.58% |
$151K - $174K
|
12.6K
$3.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
BUY
|
- |
1.1K+ 29.52% |
$150K - $173K
|
4.81K
$1.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.09KNew |
$149K - $172K
|
1.09K
$314K
|