Purchases and Sales Made in Q3 2022 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-113- 1.1% |
$15.2K - $18.7K
|
10.1K
$3.15M
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-114- 0.14% |
$15.4K - $18.9K
|
83.1K
$25.8M
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-120- 1.85% |
$16.2K - $19.9K
|
6.38K
$1.98M
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-120- 4.78% |
$16.2K - $19.9K
|
2.39K
$742K
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-121- 0.63% |
$16.3K - $20.1K
|
19.2K
$5.94M
|
|
Nov 10, 2022
Q3 2022
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-122- 8.84% |
$16.5K - $20.2K
|
1.26K
$390K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-122- 9.73% |
$16.5K - $20.2K
|
1.13K
$351K
|
|
Nov 04, 2022
Q3 2022
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-123- 0.22% |
$16.6K - $20.4K
|
55.2K
$17.1M
|
|
Oct 13, 2022
Q3 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-125- 0.77% |
$16.9K - $20.7K
|
16.1K
$4.98M
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-125- 1.4% |
$16.9K - $20.7K
|
8.78K
$2.72M
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-126- 6.76% |
$17K - $20.9K
|
1.74K
$539K
|
|
Oct 26, 2022
Q3 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-126- 0.79% |
$17K - $20.9K
|
15.7K
$4.88M
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-126- 49.22% |
$17K - $20.9K
|
130
$40.3K
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-127- 1.33% |
$17.1K - $21.1K
|
9.41K
$2.92M
|
|
Oct 18, 2022
Q3 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-131- 0.48% |
$17.7K - $21.7K
|
27.3K
$8.48M
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-131- 0.54% |
$17.7K - $21.7K
|
24.3K
$7.53M
|
|
Oct 19, 2022
Q3 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-134- 2.4% |
$18.1K - $22.2K
|
5.45K
$1.69M
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
SELL
|
- |
-138- 4.65% |
$18.6K - $22.9K
|
2.83K
$877K
|
|
Oct 31, 2022
Q3 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-140- 4.89% |
$18.9K - $23.2K
|
2.73K
$845K
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-143- 5.45% |
$19.3K - $23.7K
|
2.48K
$770K
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-145- 8.47% |
$19.6K - $24K
|
1.57K
$486K
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-146- 1.12% |
$19.7K - $24.2K
|
12.9K
$3.99M
|
|
Nov 09, 2022
Q3 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-146- 1.11% |
$19.7K - $24.2K
|
13K
$4.02M
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-149- 1.77% |
$20.1K - $24.7K
|
8.27K
$2.57M
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-149- 13.45% |
$20.1K - $24.7K
|
959
$298K
|
|
Nov 14, 2022
Q3 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-150- 0.04% |
$20.2K - $24.9K
|
376K
$117M
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-151- 1.17% |
$20.4K - $25K
|
12.8K
$3.97M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-152- 1.79% |
$20.5K - $25.2K
|
8.32K
$2.58M
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
SELL
|
- |
-152- 5.14% |
$20.5K - $25.2K
|
2.81K
$871K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-160- 6.72% |
$21.6K - $26.5K
|
2.22K
$689K
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-161- 0.55% |
$21.7K - $26.7K
|
28.9K
$8.97M
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-165- 7.51% |
$22.3K - $27.4K
|
2.03K
$630K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-165- 3.68% |
$22.3K - $27.4K
|
4.32K
$1.34M
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-167- 0.56% |
$22.5K - $27.7K
|
29.7K
$9.22M
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-168- 1.12% |
$22.7K - $27.9K
|
14.9K
$4.62M
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-172- 1.53% |
$23.2K - $28.5K
|
11.1K
$3.44M
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-173- 8.56% |
$23.3K - $28.7K
|
1.85K
$573K
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-175- 7.33% |
$23.6K - $29K
|
2.21K
$686K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-176- 4.11% |
$23.7K - $29.2K
|
4.11K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-177- 15.53% |
$23.9K - $29.4K
|
963
$299K
|
|
Oct 31, 2022
Q3 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-181- 0.96% |
$24.4K - $30K
|
18.8K
$5.82M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-181- 8.4% |
$24.4K - $30K
|
1.97K
$612K
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-183- 8.53% |
$24.7K - $30.3K
|
1.96K
$609K
|
|
Nov 15, 2022
Q3 2022
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-185- 0.26% |
$25K - $30.7K
|
69.7K
$21.6M
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-189- 7.03% |
$25.5K - $31.3K
|
2.5K
$776K
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-189- 0.21% |
$25.5K - $31.3K
|
90.4K
$28M
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-191- 0.17% |
$25.8K - $31.7K
|
110K
$34.1M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-195- 3.59% |
$26.3K - $32.3K
|
5.24K
$1.63M
|
|
Nov 15, 2022
Q3 2022
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-195- 0.16% |
$26.3K - $32.3K
|
124K
$38.4M
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-198- 2.27% |
$26.7K - $32.8K
|
8.53K
$2.64M
|