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
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
266+ 3.71% |
$42.2K - $47K
|
7.43K
$2.24M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
263+ 4.53% |
$41.7K - $46.5K
|
6.07K
$1.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
263+ 12.39% |
$41.7K - $46.5K
|
2.39K
$721K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
260+ 19.06% |
$41.3K - $46K
|
1.62K
$491K
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
260+ 0.84% |
$41.3K - $46K
|
31.3K
$9.47M
|
|
|
Nov 01, 2021
Q3 2021
|
Wright Investors Service Inc
|
BUY
|
- |
259+ 2.52% |
$41.1K - $45.8K
|
10.5K
$3.19M
|
|
|
Oct 27, 2021
Q3 2021
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
258+ 2.93% |
$40.9K - $45.6K
|
9.05K
$2.74M
|
|
|
Oct 26, 2021
Q3 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
257+ 0.4% |
$40.8K - $45.4K
|
64.3K
$19.4M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
257New |
$40.8K - $45.4K
|
257
$77.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
257+ 18.25% |
$40.8K - $45.4K
|
1.67K
$503K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
253+ 3.44% |
$40.2K - $44.7K
|
7.61K
$2.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
253+ 3.94% |
$40.2K - $44.7K
|
6.67K
$2.02M
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
250+ 2.81% |
$39.7K - $44.2K
|
9.15K
$2.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
250+ 28.09% |
$39.7K - $44.2K
|
1.14K
$344K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
249+ 4.65% |
$39.5K - $44K
|
5.61K
$1.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
248New |
$39.4K - $43.8K
|
248
$74.9K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
243+ 11.54% |
$38.6K - $43K
|
2.35K
$710K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
241+ 14.71% |
$38.3K - $42.6K
|
1.88K
$568K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
230+ 0.25% |
$36.5K - $40.7K
|
91.9K
$27.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Robeco Schweiz Ag
|
BUY
|
- |
230+ 0.77% |
$36.5K - $40.7K
|
30.2K
$9.13M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
227+ 1.63% |
$36K - $40.1K
|
14.1K
$4.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
226+ 3.43% |
$35.9K - $40K
|
6.82K
$2.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
226+ 15.62% |
$35.9K - $40K
|
1.67K
$505K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
225+ 2.91% |
$35.7K - $39.8K
|
7.97K
$2.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
225+ 5.91% |
$35.7K - $39.8K
|
4.04K
$1.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
222+ 3.27% |
$35.2K - $39.2K
|
7.02K
$2.12M
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
BUY
|
- |
221+ 3.4% |
$35.1K - $39.1K
|
6.71K
$2.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
218+ 11.03% |
$34.6K - $38.5K
|
2.2K
$663K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
217+ 1.94% |
$34.4K - $38.4K
|
11.4K
$3.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
216+ 1.15% |
$34.3K - $38.2K
|
19K
$5.74M
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
215+ 4.49% |
$34.1K - $38K
|
5K
$1.51M
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
215+ 0.36% |
$34.1K - $38K
|
59.3K
$17.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
213+ 1.73% |
$33.8K - $37.7K
|
12.5K
$3.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
207+ 7.88% |
$32.9K - $36.6K
|
2.83K
$856K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
205New |
$32.5K - $36.2K
|
205
$61.9K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
201New |
$31.9K - $35.5K
|
201
$60.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
201+ 30.5% |
$31.9K - $35.5K
|
860
$260K
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
200New |
$31.7K - $35.4K
|
200
$60.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
200+ 11.25% |
$31.7K - $35.4K
|
1.98K
$597K
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 80.0% |
$31.7K - $35.4K
|
450
$136K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
200New |
$31.7K - $35.4K
|
200
$60.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
199+ 1.17% |
$31.6K - $35.2K
|
17.2K
$5.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
197+ 1.03% |
$31.3K - $34.8K
|
19.4K
$5.86M
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
191+ 33.87% |
$30.3K - $33.8K
|
755
$228K
|
|
|
Oct 21, 2021
Q3 2021
|
Selway Asset Management
Boise, ID |
BUY
|
- |
185+ 1.26% |
$29.4K - $32.7K
|
14.9K
$4.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
184+ 0.55% |
$29.2K - $32.5K
|
33.8K
$10.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
182+ 37.92% |
$28.9K - $32.2K
|
662
$200K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
177+ 62.32% |
$28.1K - $31.3K
|
461
$139K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
171+ 5.07% |
$27.1K - $30.2K
|
3.55K
$1.07M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
171+ 8.92% |
$27.1K - $30.2K
|
2.09K
$631K
|