Purchases and Sales Made in Q3 2021 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
428+ 2.56% |
$67.9K - $75.7K
|
17.1K
$5.18M
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
422+ 2.39% |
$67K - $74.6K
|
18K
$5.46M
|
|
Nov 02, 2021
Q3 2021
|
Qvr LLC
|
BUY
|
- |
417+ 93.71% |
$66.2K - $73.7K
|
862
$261K
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
417+ 7.01% |
$66.2K - $73.7K
|
6.37K
$1.92M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
406+ 9.6% |
$64.4K - $71.8K
|
4.63K
$1.4M
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
402+ 4.11% |
$63.8K - $71.1K
|
10.2K
$3.08M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
402+ 39.03% |
$63.8K - $71.1K
|
1.43K
$433K
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
402+ 14.76% |
$63.8K - $71.1K
|
3.13K
$945K
|
|
Oct 20, 2021
Q3 2021
|
Mount Vernon Associates Inc
|
BUY
|
- |
400+ 2.2% |
$63.5K - $70.7K
|
18.6K
$5.62M
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
400+ 4.47% |
$63.5K - $70.7K
|
9.34K
$2.82M
|
|
Oct 21, 2021
Q3 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
399+ 2.21% |
$63.3K - $70.5K
|
18.5K
$5.58M
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
390+ 6.13% |
$61.9K - $68.9K
|
6.75K
$2.04M
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
384+ 53.78% |
$60.9K - $67.9K
|
1.1K
$332K
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
380+ 7.53% |
$60.3K - $67.2K
|
5.43K
$1.64M
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
378+ 9.5% |
$60K - $66.8K
|
4.36K
$1.32M
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
374+ 0.67% |
$59.4K - $66.1K
|
56.1K
$17M
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
BUY
|
- |
374+ 79.91% |
$59.4K - $66.1K
|
842
$255K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
369+ 7.25% |
$58.6K - $65.2K
|
5.46K
$1.65M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
363+ 1.77% |
$57.6K - $64.2K
|
20.8K
$6.3M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
361+ 0.98% |
$57.3K - $63.8K
|
37.3K
$11.3M
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
BUY
|
- |
351+ 5.32% |
$55.7K - $62K
|
6.95K
$2.1M
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
350+ 2.52% |
$55.6K - $61.9K
|
14.2K
$4.3M
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
349+ 1.13% |
$55.4K - $61.7K
|
31.2K
$9.43M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
348+ 1.06% |
$55.2K - $61.5K
|
33.1K
$10M
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
330+ 5.26% |
$52.4K - $58.3K
|
6.61K
$2M
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
329+ 9.58% |
$52.2K - $58.2K
|
3.77K
$1.14M
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
328+ 1.2% |
$52.1K - $58K
|
27.7K
$8.39M
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
327+ 10.79% |
$51.9K - $57.8K
|
3.36K
$1.01M
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
315+ 16.89% |
$50K - $55.7K
|
2.18K
$659K
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
311+ 119.62% |
$49.4K - $55K
|
571
$173K
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
310+ 103.33% |
$49.2K - $54.8K
|
610
$184K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
309+ 22.57% |
$49K - $54.6K
|
1.68K
$507K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
309+ 2.22% |
$49K - $54.6K
|
14.2K
$4.3M
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
308+ 5.5% |
$48.9K - $54.4K
|
5.91K
$1.79M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
307+ 3.69% |
$48.7K - $54.3K
|
8.64K
$2.61M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
305+ 1.58% |
$48.4K - $53.9K
|
19.6K
$5.93M
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
303+ 6.32% |
$48.1K - $53.6K
|
5.1K
$1.54M
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
302+ 8.39% |
$47.9K - $53.4K
|
3.9K
$1.18M
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
300+ 3.58% |
$47.6K - $53K
|
8.69K
$2.63M
|
|
Nov 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
299+ 4.09% |
$47.5K - $52.9K
|
7.6K
$2.3M
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
297+ 3.82% |
$47.1K - $52.5K
|
8.06K
$2.44M
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
297+ 15.02% |
$47.1K - $52.5K
|
2.27K
$688K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
292+ 3.28% |
$46.3K - $51.6K
|
9.21K
$2.78M
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
291+ 19.03% |
$46.2K - $51.4K
|
1.82K
$550K
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
287+ 21.37% |
$45.6K - $50.7K
|
1.63K
$493K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
286+ 5.77% |
$45.4K - $50.6K
|
5.24K
$1.59M
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
284+ 4.89% |
$45.1K - $50.2K
|
6.09K
$1.84M
|
|
Oct 05, 2021
Q3 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
278+ 1.61% |
$44.1K - $49.1K
|
17.5K
$5.29M
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
274+ 14.71% |
$43.5K - $48.4K
|
2.14K
$646K
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
268+ 0.48% |
$42.5K - $47.4K
|
55.9K
$16.9M
|