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 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
101+ 3.03% |
$16K - $17.9K
|
3.43K
$1.04M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
100+ 1.83% |
$15.9K - $17.7K
|
5.57K
$1.68M
|
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
BUY
|
- |
100+ 1.18% |
$15.9K - $17.7K
|
8.55K
$2.58M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
100+ 111.11% |
$15.9K - $17.7K
|
190
$57.4K
|
|
|
Oct 21, 2021
Q3 2021
|
United Bank
Vienna, VA |
BUY
|
- |
100+ 6.78% |
$15.9K - $17.7K
|
1.58K
$476K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 3.04% |
$15.9K - $17.7K
|
3.39K
$1.03M
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
100+ 6.14% |
$15.9K - $17.7K
|
1.73K
$522K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
97+ 0.9% |
$15.4K - $17.1K
|
10.9K
$3.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
95+ 13.18% |
$15.1K - $16.8K
|
816
$247K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
92+ 1.54% |
$14.6K - $16.3K
|
6.05K
$1.83M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
90New |
$14.3K - $15.9K
|
90
$27.2K
|
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
90+ 6.93% |
$14.3K - $15.9K
|
1.39K
$420K
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
89+ 6.13% |
$14.1K - $15.7K
|
1.54K
$465K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
89+ 1.69% |
$14.1K - $15.7K
|
5.37K
$1.62M
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
89+ 0.9% |
$14.1K - $15.7K
|
9.95K
$3M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
85+ 0.31% |
$13.5K - $15K
|
27.2K
$8.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
81+ 0.4% |
$12.9K - $14.3K
|
20.1K
$6.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
77+ 3.07% |
$12.2K - $13.6K
|
2.59K
$782K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
77+ 4.22% |
$12.2K - $13.6K
|
1.9K
$574K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
75+ 0.83% |
$11.9K - $13.3K
|
9.13K
$2.76M
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
75+ 1.97% |
$11.9K - $13.3K
|
3.89K
$1.18M
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
74+ 0.22% |
$11.7K - $13.1K
|
33.3K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
73+ 228.13% |
$11.6K - $12.9K
|
105
$31.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
73New |
$11.6K - $12.9K
|
73
$22.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
71+ 5.77% |
$11.3K - $12.6K
|
1.3K
$393K
|
|
|
Nov 09, 2021
Q3 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
70+ 0.41% |
$11.1K - $12.4K
|
17.2K
$5.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
69+ 10.95% |
$11K - $12.2K
|
699
$211K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
67+ 0.17% |
$10.6K - $11.8K
|
39.6K
$12M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
63+ 37.72% |
$10K - $11.1K
|
230
$69.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
62+ 5.06% |
$9.84K - $11K
|
1.29K
$389K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
61+ 1.04% |
$9.68K - $10.8K
|
5.92K
$1.79M
|
|
|
Oct 20, 2021
Q3 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
60+ 1.5% |
$9.52K - $10.6K
|
4.06K
$1.23M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60+ 30.77% |
$9.52K - $10.6K
|
255
$77K
|
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
60+ 0.35% |
$9.52K - $10.6K
|
17.2K
$5.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
60+ 0.09% |
$9.52K - $10.6K
|
69.4K
$21M
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
58+ 6.06% |
$9.21K - $10.3K
|
1.02K
$307K
|
|
|
Nov 15, 2021
Q3 2021
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
57+ 0.43% |
$9.05K - $10.1K
|
13.3K
$4M
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
56+ 0.13% |
$8.89K - $9.9K
|
41.8K
$12.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
55+ 1.47% |
$8.73K - $9.72K
|
3.79K
$1.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
55+ 3.33% |
$8.73K - $9.72K
|
1.71K
$515K
|
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
55+ 0.46% |
$8.73K - $9.72K
|
12K
$3.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
55+ 0.74% |
$8.73K - $9.72K
|
7.47K
$2.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
55+ 1.95% |
$8.73K - $9.72K
|
2.87K
$868K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
54New |
$8.57K - $9.55K
|
54
$16.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
54+ 450.0% |
$8.57K - $9.55K
|
66
$19.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
51+ 2.2% |
$8.09K - $9.02K
|
2.37K
$716K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
51+ 2.66% |
$8.09K - $9.02K
|
1.97K
$595K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
50+ 2.34% |
$7.94K - $8.84K
|
2.19K
$660K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
50New |
$7.94K - $8.84K
|
50
$15.1K
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
48+ 0.52% |
$7.62K - $8.48K
|
9.25K
$2.79M
|