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 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
2.03K+ 39.31% |
$274K - $336K
|
7.19K
$2.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.03KNew |
$273K - $336K
|
2.03K
$642K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.02K+ 461.56% |
$272K - $334K
|
2.45K
$777K
|
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.01KNew |
$272K - $334K
|
2.01K
$638K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2K+ 60.98% |
$270K - $332K
|
5.28K
$1.67M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.98KNew |
$267K - $329K
|
1.98K
$628K
|
|
|
Oct 12, 2022
Q3 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.86K+ 0.75% |
$251K - $309K
|
251K
$79.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.85K+ 40.65% |
$250K - $307K
|
6.42K
$2.03M
|
|
|
Nov 04, 2022
Q3 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.84KNew |
$248K - $305K
|
1.84K
$583K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.82K+ 6.07% |
$246K - $302K
|
31.8K
$10.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
1.8K+ 85.92% |
$243K - $299K
|
3.9K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.78K+ 13.58% |
$240K - $295K
|
14.9K
$4.7M
|
|
|
Feb 23, 2023
Q3 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
1.76K+ 0.19% |
$237K - $291K
|
940K
$298M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
1.75K+ 6.02% |
$236K - $291K
|
30.9K
$9.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.73K+ 2.06% |
$233K - $287K
|
85.6K
$27.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Brave Asset Management Inc
|
BUY
|
- |
1.72K+ 11.32% |
$231K - $284K
|
16.9K
$5.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.71K+ 29.13% |
$231K - $284K
|
7.6K
$2.41M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 16.61% |
$231K - $283K
|
12K
$3.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.69KNew |
$228K - $280K
|
1.69K
$535K
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.69KNew |
$228K - $280K
|
1.69K
$534K
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.68K+ 3.71% |
$227K - $278K
|
47K
$14.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.67K+ 15.95% |
$226K - $277K
|
12.2K
$3.85M
|
|
|
Oct 21, 2022
Q3 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.66K+ 5.77% |
$224K - $276K
|
30.5K
$9.66M
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.65KNew |
$223K - $274K
|
1.65K
$523K
|
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.63KNew |
$220K - $270K
|
1.63K
$516K
|
|
|
Nov 01, 2022
Q3 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
1.62K+ 7.85% |
$219K - $269K
|
22.3K
$7.06M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.61K+ 7.42% |
$217K - $267K
|
23.3K
$7.38M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.61K+ 8.61% |
$217K - $267K
|
20.3K
$6.43M
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
1.61KNew |
$217K - $266K
|
1.61K
$509K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.6K+ 39.57% |
$216K - $266K
|
5.65K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.6K+ 101.97% |
$216K - $266K
|
3.17K
$1M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1.6KNew |
$216K - $265K
|
1.6K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Prem Watsa
Fairfax Financial Holdings LTD | Toronto, A6
|
BUY
|
- |
1.6KNew |
$216K - $265K
|
1.6K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.59KNew |
$215K - $264K
|
1.59K
$505K
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
1.59K+ 2.31% |
$214K - $263K
|
70.3K
$22.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.57KNew |
$211K - $260K
|
1.57K
$496K
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.57KNew |
$211K - $260K
|
1.57K
$496K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.57KNew |
$211K - $260K
|
1.57K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.51KNew |
$204K - $250K
|
1.51K
$478K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.51K+ 60.69% |
$204K - $250K
|
4K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
1.51KNew |
$204K - $250K
|
1.51K
$478K
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.51KNew |
$203K - $250K
|
1.51K
$477K
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.51KNew |
$203K - $250K
|
1.51K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
1.51KNew |
$203K - $250K
|
1.51K
$477K
|
|
|
Nov 08, 2022
Q3 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.5K+ 29.62% |
$202K - $249K
|
6.56K
$2.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$202K - $249K
|
1.5K
$475K
|
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
BUY
|
- |
1.49K+ 1.85% |
$201K - $248K
|
82.2K
$26M
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
1.49KNew |
$201K - $248K
|
1.49K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.49K+ 3.23% |
$201K - $247K
|
47.6K
$15.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.49K+ 0.78% |
$201K - $247K
|
191K
$60.6M
|