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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
13.1KNew |
$1.79M - $2.06M
|
13.1K
$4.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
12.8K+ 4.6% |
$1.75M - $2.02M
|
291K
$92.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 2.9% |
$1.75M - $2.02M
|
454K
$144M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.7K+ 3.29% |
$1.74M - $2M
|
398K
$126M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.2K+ 17.98% |
$1.66M - $1.92M
|
79.7K
$25.3M
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
12K+ 1.13% |
$1.64M - $1.89M
|
1.07M
$340M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.9K+ 29.1% |
$1.62M - $1.87M
|
52.7K
$16.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
11.8K+ 13.93% |
$1.62M - $1.87M
|
96.8K
$30.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4K+ 41.92% |
$1.56M - $1.8M
|
38.6K
$12.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
11.2K+ 36.87% |
$1.53M - $1.77M
|
41.6K
$13.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11K+ 6.53% |
$1.51M - $1.74M
|
180K
$57.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11KNew |
$1.5M - $1.73M
|
11K
$3.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 11.71% |
$1.49M - $1.71M
|
104K
$32.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
10.7KNew |
$1.46M - $1.68M
|
10.7K
$3.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
10.3K+ 167.43% |
$1.41M - $1.62M
|
16.4K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.1KNew |
$1.37M - $1.58M
|
10.1K
$3.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
9.8K+ 29.55% |
$1.34M - $1.55M
|
43K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
9.78KNew |
$1.34M - $1.54M
|
9.78K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.69K+ 34.35% |
$1.33M - $1.53M
|
37.9K
$12M
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.18KNew |
$1.26M - $1.45M
|
9.18K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9.17K+ 263.84% |
$1.25M - $1.45M
|
12.6K
$4.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
9.12K+ 155.68% |
$1.25M - $1.44M
|
15K
$4.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
8.97K+ 4.7% |
$1.23M - $1.41M
|
200K
$63.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.81K+ 21.32% |
$1.21M - $1.39M
|
50.1K
$15.9M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
8.79K+ 72.73% |
$1.2M - $1.39M
|
20.9K
$6.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
8.78K+ 7.22% |
$1.2M - $1.38M
|
130K
$41.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.64KNew |
$1.18M - $1.36M
|
8.64K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8.4KNew |
$1.15M - $1.32M
|
8.4K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.36KNew |
$1.14M - $1.32M
|
8.36K
$2.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
8.31K+ 0.27% |
$1.14M - $1.31M
|
3.05M
$969M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
8.07K+ 31.43% |
$1.1M - $1.27M
|
33.8K
$10.7M
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
7.98K+ 1.17% |
$1.09M - $1.26M
|
689K
$219M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Mutual Insurance CO
|
BUY
|
- |
7.95K+ 12.76% |
$1.09M - $1.25M
|
70.3K
$22.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
7.87K+ 6.46% |
$1.08M - $1.24M
|
130K
$41.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
7.79K+ 69.78% |
$1.07M - $1.23M
|
19K
$6.02M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
7.68K+ 409.55% |
$1.05M - $1.21M
|
9.55K
$3.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
7.56KNew |
$1.03M - $1.19M
|
7.56K
$2.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
7.35K+ 35.4% |
$1.01M - $1.16M
|
28.1K
$8.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
7.33K+ 105.58% |
$1M - $1.16M
|
14.3K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.28KNew |
$997K - $1.15M
|
7.28K
$2.31M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7.26K+ 27.26% |
$993K - $1.14M
|
33.9K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.97KNew |
$954K - $1.1M
|
6.97K
$2.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.92K+ 18.68% |
$946K - $1.09M
|
44K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6.9K+ 0.46% |
$943K - $1.09M
|
1.51M
$480M
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.8KNew |
$930K - $1.07M
|
6.8K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
6.7K+ 11.56% |
$917K - $1.06M
|
64.6K
$20.5M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.53KNew |
$893K - $1.03M
|
6.53K
$2.07M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.52K+ 15.89% |
$892K - $1.03M
|
47.6K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6.48KNew |
$887K - $1.02M
|
6.48K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.39KNew |
$874K - $1.01M
|
6.39K
$2.03M
|