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 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.46K+ 9.5% |
$707K - $788K
|
51.3K
$15.5M
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.41K+ 54.12% |
$700K - $780K
|
12.6K
$3.79M
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.35K+ 9.47% |
$690K - $768K
|
50.2K
$15.2M
|
|
Nov 15, 2021
Q3 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
4.3K+ 6.28% |
$682K - $760K
|
72.8K
$22M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.27K+ 27.01% |
$678K - $755K
|
20.1K
$6.07M
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Life Insurance CO
|
BUY
|
- |
4.25K+ 22.26% |
$675K - $752K
|
23.4K
$7.06M
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.22K+ 103.56% |
$670K - $746K
|
8.3K
$2.51M
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.22K+ 23.15% |
$670K - $746K
|
22.4K
$6.78M
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.21K+ 6.17% |
$668K - $743K
|
72.3K
$21.9M
|
|
Oct 29, 2021
Q3 2021
|
Twin Capital Management Inc
|
BUY
|
- |
4.12KNew |
$653K - $728K
|
4.12K
$1.24M
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
4.1KNew |
$650K - $724K
|
4.1K
$1.24M
|
|
Nov 16, 2021
Q3 2021
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
3.93KNew |
$624K - $695K
|
3.93K
$1.19M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
3.91KNew |
$621K - $691K
|
3.91K
$1.18M
|
|
Oct 22, 2021
Q3 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.76K+ 3.96% |
$597K - $664K
|
98.6K
$29.8M
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
3.7K+ 19.66% |
$587K - $654K
|
22.5K
$6.8M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.65K+ 5.58% |
$579K - $645K
|
69K
$20.8M
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
3.58KNew |
$567K - $632K
|
3.58K
$1.08M
|
|
Nov 03, 2021
Q3 2021
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
3.54KNew |
$563K - $626K
|
3.54K
$1.07M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
3.53K+ 497.04% |
$560K - $624K
|
4.24K
$1.28M
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.51K+ 281.54% |
$557K - $620K
|
4.75K
$1.44M
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.47K+ 22.12% |
$550K - $613K
|
19.1K
$5.78M
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.4K+ 623.26% |
$540K - $602K
|
3.95K
$1.19M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.4K+ 0.9% |
$540K - $602K
|
382K
$115M
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.35K+ 1.5% |
$531K - $592K
|
227K
$68.6M
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.33K+ 17.35% |
$528K - $588K
|
22.5K
$6.8M
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
3.29KNew |
$522K - $581K
|
3.29K
$993K
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.29K+ 13.61% |
$521K - $581K
|
27.4K
$8.28M
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.28K+ 7.0% |
$521K - $581K
|
50.2K
$15.2M
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.28K+ 59.08% |
$520K - $580K
|
8.83K
$2.67M
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
3.27K+ 46.71% |
$519K - $578K
|
10.3K
$3.1M
|
|
Nov 10, 2021
Q3 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.25K+ 2.31% |
$516K - $575K
|
144K
$43.4M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.24K+ 6.01% |
$515K - $573K
|
57.2K
$17.3M
|
|
Nov 02, 2021
Q3 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.18K+ 1.33% |
$504K - $561K
|
243K
$73.3M
|
|
Oct 18, 2022
Q3 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.18K+ 1.33% |
$504K - $561K
|
243K
$73.3M
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.14K+ 41.06% |
$498K - $555K
|
10.8K
$3.26M
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
3.05K+ 0.88% |
$485K - $540K
|
349K
$105M
|
|
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
BUY
|
- |
3.03K+ 1.18% |
$480K - $535K
|
259K
$78.2M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
3KNew |
$476K - $530K
|
3K
$906K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.99KNew |
$475K - $529K
|
2.99K
$904K
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
2.95KNew |
$469K - $522K
|
2.95K
$892K
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
2.95K+ 45.14% |
$469K - $522K
|
9.49K
$2.87M
|
|
Jun 14, 2024
Q3 2021
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
2.89K+ 12.22% |
$459K - $511K
|
26.5K
$8.02M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.88K+ 10.82% |
$457K - $509K
|
29.5K
$8.91M
|
|
Nov 15, 2021
Q3 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
2.85KNew |
$453K - $504K
|
2.85K
$862K
|
|
Nov 02, 2021
Q3 2021
|
Ninepoint Partners LP
|
BUY
|
- |
2.75KNew |
$437K - $486K
|
2.75K
$831K
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.75K+ 2.12% |
$436K - $486K
|
132K
$40M
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.72K+ 1.55% |
$431K - $480K
|
178K
$53.9M
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
2.72K+ 3.02% |
$431K - $480K
|
92.8K
$28M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2.7K+ 9.14% |
$429K - $477K
|
32.3K
$9.74M
|
|
Nov 16, 2021
Q3 2021
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.67K+ 9.34% |
$423K - $472K
|
31.2K
$9.44M
|