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
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17- 0.23% |
$2.7K - $3.01K
|
7.25K
$2.19M
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-17- 0.55% |
$2.7K - $3.01K
|
3.1K
$938K
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-18- 0.37% |
$2.86K - $3.18K
|
4.87K
$1.47M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-18- 0.52% |
$2.86K - $3.18K
|
3.46K
$1.05M
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-18- 0.22% |
$2.86K - $3.18K
|
8.04K
$2.43M
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-18- 1.11% |
$2.86K - $3.18K
|
1.61K
$487K
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-19- 0.81% |
$3.02K - $3.36K
|
2.32K
$701K
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-19- 1.1% |
$3.02K - $3.36K
|
1.7K
$516K
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
SELL
|
- |
-20- 0.55% |
$3.17K - $3.54K
|
3.59K
$1.08M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-20- 0.45% |
$3.17K - $3.54K
|
4.45K
$1.35M
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-20- 1.85% |
$3.17K - $3.54K
|
1.06K
$322K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-21- 8.64% |
$3.33K - $3.71K
|
222
$67.2K
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-23Closed |
$3.65K - $4.07K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-23- 0.2% |
$3.65K - $4.07K
|
11.4K
$3.44M
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-24- 8.79% |
$3.81K - $4.24K
|
249
$75.3K
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-24- 0.04% |
$3.81K - $4.24K
|
65.4K
$19.8M
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-24- 0.01% |
$3.81K - $4.24K
|
192K
$58.1M
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
SELL
|
- |
-25- 0.5% |
$3.97K - $4.42K
|
5.02K
$1.52M
|
|
Nov 12, 2021
Q3 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-25- 0.35% |
$3.97K - $4.42K
|
7.07K
$2.14M
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26Closed |
$4.13K - $4.6K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
SELL
|
- |
-26- 0.15% |
$4.13K - $4.6K
|
17.2K
$5.19M
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-29- 1.51% |
$4.6K - $5.13K
|
1.9K
$574K
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-29- 0.17% |
$4.6K - $5.13K
|
16.6K
$5.01M
|
|
Nov 12, 2021
Q3 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-29- 1.19% |
$4.6K - $5.13K
|
2.41K
$729K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-29- 1.15% |
$4.6K - $5.13K
|
2.5K
$757K
|
|
Nov 15, 2021
Q3 2021
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-30- 0.16% |
$4.76K - $5.3K
|
18.4K
$5.57M
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-30- -0.0% |
$4.76K - $5.3K
|
795K
$241M
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-30- 2.16% |
$4.76K - $5.3K
|
1.36K
$411K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-31- 0.34% |
$4.92K - $5.48K
|
9.18K
$2.78M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-33- 1.98% |
$5.24K - $5.83K
|
1.63K
$493K
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-34- 0.49% |
$5.4K - $6.01K
|
6.9K
$2.09M
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
SELL
|
- |
-35- 1.52% |
$5.56K - $6.19K
|
2.26K
$685K
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-35- 34.65% |
$5.56K - $6.19K
|
66
$20K
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-35- 1.29% |
$5.56K - $6.19K
|
2.67K
$808K
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-35- 2.92% |
$5.56K - $6.19K
|
1.16K
$352K
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
SELL
|
- |
-36- 0.8% |
$5.71K - $6.36K
|
4.46K
$1.35M
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-38- 0.03% |
$6.03K - $6.72K
|
141K
$42.8M
|
|
Oct 14, 2021
Q3 2021
|
Becker Capital Management Inc
|
SELL
|
- |
-38- 0.52% |
$6.03K - $6.72K
|
7.25K
$2.19M
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-38- 2.06% |
$6.03K - $6.72K
|
1.81K
$547K
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-38- 1.48% |
$6.03K - $6.72K
|
2.53K
$766K
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-39Closed |
$6.19K - $6.89K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-39- 2.46% |
$6.19K - $6.89K
|
1.54K
$467K
|
|
Oct 26, 2021
Q3 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-39- 1.33% |
$6.19K - $6.89K
|
2.9K
$876K
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-40- 0.28% |
$6.35K - $7.07K
|
14.3K
$4.31M
|
|
Oct 13, 2021
Q3 2021
|
Sanders Morris Harris LLC
|
SELL
|
- |
-40- 1.3% |
$6.35K - $7.07K
|
3.04K
$921K
|
|
Nov 08, 2021
Q3 2021
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-40- 0.17% |
$6.35K - $7.07K
|
23.7K
$7.17M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-42- 1.5% |
$6.67K - $7.42K
|
2.75K
$832K
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-43- 2.32% |
$6.82K - $7.6K
|
1.81K
$547K
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-44- 2.73% |
$6.98K - $7.78K
|
1.57K
$475K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-44- 3.83% |
$6.98K - $7.78K
|
1.11K
$334K
|