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 |
---|---|---|---|---|---|---|---|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
170+ 1.65% |
$27K - $30.1K
|
10.5K
$3.16M
|
|
Oct 25, 2021
Q3 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
167+ 2.1% |
$26.5K - $29.5K
|
8.11K
$2.45M
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
166+ 55.33% |
$26.3K - $29.3K
|
466
$141K
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
164+ 8.87% |
$26K - $29K
|
2.01K
$608K
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
163+ 7.82% |
$25.9K - $28.8K
|
2.25K
$679K
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
162+ 4.26% |
$25.7K - $28.6K
|
3.97K
$1.2M
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
162+ 1.43% |
$25.7K - $28.6K
|
11.5K
$3.48M
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
160+ 10.42% |
$25.4K - $28.3K
|
1.7K
$512K
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
160+ 9.12% |
$25.4K - $28.3K
|
1.91K
$578K
|
|
Nov 15, 2021
Q3 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
159New |
$25.2K - $28.1K
|
159
$48K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
153+ 2.51% |
$24.3K - $27K
|
6.26K
$1.89M
|
|
Nov 04, 2021
Q3 2021
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
152+ 8.06% |
$24.1K - $26.9K
|
2.04K
$615K
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
151+ 1.31% |
$24K - $26.7K
|
11.7K
$3.53M
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
150+ 2.61% |
$23.8K - $26.5K
|
5.9K
$1.78M
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
150+ 4.11% |
$23.8K - $26.5K
|
3.8K
$1.15M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150+ 7.17% |
$23.8K - $26.5K
|
2.24K
$678K
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
149+ 10.42% |
$23.6K - $26.3K
|
1.58K
$477K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
148+ 22.95% |
$23.5K - $26.2K
|
793
$240K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
148+ 14.5% |
$23.5K - $26.2K
|
1.17K
$353K
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
146New |
$23.2K - $25.8K
|
146
$44.1K
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
141+ 0.02% |
$22.4K - $24.9K
|
669K
$202M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
140+ 0.65% |
$22.2K - $24.7K
|
21.7K
$6.57M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
140+ 1.69% |
$22.2K - $24.7K
|
8.45K
$2.55M
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
134+ 2.46% |
$21.3K - $23.7K
|
5.58K
$1.69M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
134+ 0.48% |
$21.3K - $23.7K
|
27.9K
$8.43M
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
132+ 5.34% |
$21K - $23.3K
|
2.61K
$787K
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
132+ 1.01% |
$21K - $23.3K
|
13.2K
$3.99M
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
130+ 3.56% |
$20.6K - $23K
|
3.79K
$1.14M
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
130+ 1.88% |
$20.6K - $23K
|
7.03K
$2.12M
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
128+ 8.98% |
$20.3K - $22.6K
|
1.55K
$469K
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
128+ 2.12% |
$20.3K - $22.6K
|
6.16K
$1.86M
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
127+ 8.47% |
$20.2K - $22.4K
|
1.63K
$492K
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
125+ 2.96% |
$19.8K - $22.1K
|
4.35K
$1.31M
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
123+ 6.2% |
$19.5K - $21.7K
|
2.11K
$637K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
123+ 6.37% |
$19.5K - $21.7K
|
2.05K
$620K
|
|
Nov 12, 2021
Q3 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
123+ 0.98% |
$19.5K - $21.7K
|
12.7K
$3.83M
|
|
Oct 26, 2021
Q3 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
122+ 5.34% |
$19.4K - $21.6K
|
2.41K
$727K
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
122New |
$19.4K - $21.6K
|
122
$36.9K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
120+ 2.85% |
$19K - $21.2K
|
4.34K
$1.31M
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
119+ 5.33% |
$18.9K - $21K
|
2.35K
$711K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
119+ 60.71% |
$18.9K - $21K
|
315
$95.2K
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
118+ 3.46% |
$18.7K - $20.9K
|
3.53K
$1.07M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
116+ 0.49% |
$18.4K - $20.5K
|
23.9K
$7.22M
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
115+ 2.7% |
$18.3K - $20.3K
|
4.37K
$1.32M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
111+ 0.7% |
$17.6K - $19.6K
|
15.9K
$4.79M
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
109+ 7.28% |
$17.3K - $19.3K
|
1.61K
$485K
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
109+ 0.97% |
$17.3K - $19.3K
|
11.3K
$3.42M
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
109+ 5.75% |
$17.3K - $19.3K
|
2.01K
$606K
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
108New |
$17.1K - $19.1K
|
108
$32.6K
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
107+ 0.44% |
$17K - $18.9K
|
24.6K
$7.43M
|