Purchases and Sales Made in Q2 2022 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.76K+ 23.12% |
$243K - $332K
|
9.4K
$2.98M
|
|
Aug 05, 2022
Q2 2022
|
Riverwater Partners LLC
|
BUY
|
- |
1.76KNew |
$241K - $331K
|
1.76K
$557K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.74K+ 75.37% |
$239K - $327K
|
4.04K
$1.28M
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.71KNew |
$235K - $323K
|
1.71K
$543K
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.67K+ 9.77% |
$230K - $315K
|
18.8K
$5.97M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.67K+ 1.52% |
$229K - $314K
|
111K
$35.3M
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.66KNew |
$228K - $313K
|
1.66K
$527K
|
|
Aug 04, 2022
Q2 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
1.65K+ 3.06% |
$227K - $311K
|
55.5K
$17.6M
|
|
Aug 15, 2022
Q2 2022
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
1.65K+ 2.81% |
$227K - $311K
|
60.4K
$19.2M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.63K+ 9.66% |
$224K - $306K
|
18.5K
$5.86M
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.62KNew |
$223K - $306K
|
1.62K
$515K
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
1.6KNew |
$220K - $302K
|
1.6K
$508K
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
BUY
|
- |
1.58KNew |
$218K - $299K
|
1.58K
$503K
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
1.57K+ 43.66% |
$216K - $296K
|
5.16K
$1.64M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.53KNew |
$210K - $288K
|
1.53K
$485K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.52K+ 7.16% |
$209K - $287K
|
22.8K
$7.23M
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
BUY
|
- |
1.51KNew |
$207K - $284K
|
1.51K
$478K
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.49K+ 21.74% |
$205K - $281K
|
8.35K
$2.65M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.46K+ 0.3% |
$200K - $275K
|
483K
$153M
|
|
Aug 08, 2022
Q2 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.46K+ 0.77% |
$200K - $274K
|
190K
$60.2M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.45K+ 49.88% |
$200K - $274K
|
4.37K
$1.39M
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
1.45K+ 19.66% |
$200K - $274K
|
8.84K
$2.81M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.45K+ 12.13% |
$199K - $273K
|
13.4K
$4.24M
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.43K+ 1.39% |
$196K - $269K
|
105K
$33.2M
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.42K+ 12.56% |
$195K - $267K
|
12.7K
$4.03M
|
|
Jul 25, 2022
Q2 2022
|
Baxter Bros Inc
|
BUY
|
- |
1.37K+ 1.78% |
$189K - $258K
|
78.6K
$24.9M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.36K+ 10.15% |
$186K - $256K
|
14.7K
$4.67M
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
BUY
|
- |
1.35K+ 7.97% |
$185K - $254K
|
18.3K
$5.8M
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.34K+ 18.33% |
$185K - $253K
|
8.67K
$2.75M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.31K+ 1.06% |
$180K - $247K
|
125K
$39.6M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 5.38% |
$170K - $233K
|
24.2K
$7.69M
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.24K+ 77.98% |
$170K - $233K
|
2.82K
$896K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.23K+ 4.75% |
$169K - $231K
|
27.1K
$8.59M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
1.22K+ 32.88% |
$168K - $230K
|
4.94K
$1.57M
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 113.5% |
$168K - $230K
|
2.29K
$728K
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.21K+ 27.94% |
$166K - $228K
|
5.54K
$1.76M
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.2K+ 67.61% |
$165K - $226K
|
2.98K
$944K
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.2K+ 9.7% |
$165K - $226K
|
13.6K
$4.31M
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.18K+ 6.05% |
$163K - $223K
|
20.7K
$6.58M
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.18K+ 4.5% |
$163K - $223K
|
27.5K
$8.72M
|
|
Aug 12, 2022
Q2 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.17K+ 28.05% |
$160K - $220K
|
5.32K
$1.69M
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.16K+ 42.26% |
$160K - $219K
|
3.91K
$1.24M
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
1.15K+ 70.55% |
$158K - $217K
|
2.79K
$884K
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.15K+ 10.7% |
$158K - $217K
|
11.9K
$3.77M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.14K+ 14.43% |
$157K - $215K
|
9.03K
$2.87M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.14K+ 20.1% |
$156K - $214K
|
6.79K
$2.16M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 17.2% |
$156K - $214K
|
7.75K
$2.46M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 17.2% |
$156K - $214K
|
7.75K
$2.46M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.14K+ 20.1% |
$156K - $214K
|
6.79K
$2.16M
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.13K+ 75.94% |
$156K - $214K
|
2.63K
$833K
|