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 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.13KNew |
$180K - $200K
|
1.13K
$315K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.12K+ 71.17% |
$177K - $197K
|
2.68K
$746K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 16.63% |
$175K - $195K
|
7.74K
$2.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 4.19% |
$173K - $193K
|
27.2K
$7.55M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.07K+ 3.76% |
$170K - $189K
|
29.6K
$8.23M
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
1.07K+ 1.73% |
$169K - $189K
|
62.8K
$17.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.06K+ 54.72% |
$168K - $188K
|
3K
$834K
|
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.06K+ 18.17% |
$167K - $186K
|
6.86K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.04K+ 28.16% |
$166K - $185K
|
4.75K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.04K+ 27.17% |
$165K - $184K
|
4.88K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.04K+ 9.08% |
$165K - $184K
|
12.5K
$3.47M
|
|
|
Oct 28, 2021
Q3 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.02K+ 10.69% |
$162K - $180K
|
10.6K
$2.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.01K+ 0.68% |
$160K - $179K
|
150K
$41.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1K+ 1.38% |
$159K - $177K
|
73.6K
$20.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
1K+ 38.45% |
$159K - $177K
|
3.6K
$1M
|
|
|
Nov 09, 2021
Q3 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1K+ 19.46% |
$159K - $177K
|
6.14K
$1.71M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
997+ 15.98% |
$158K - $176K
|
7.24K
$2.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
967+ 64.99% |
$153K - $171K
|
2.46K
$682K
|
|
|
Nov 15, 2021
Q3 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
963+ 45.84% |
$153K - $170K
|
3.06K
$851K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
957+ 8.03% |
$152K - $169K
|
12.9K
$3.58M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
954+ 1.89% |
$151K - $169K
|
51.5K
$14.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
948+ 59.25% |
$150K - $168K
|
2.55K
$708K
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
948+ 10.85% |
$150K - $168K
|
9.68K
$2.69M
|
|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
942+ 4.39% |
$150K - $167K
|
22.4K
$6.22M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
930+ 12.92% |
$148K - $164K
|
8.13K
$2.26M
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
920+ 27.67% |
$146K - $163K
|
4.25K
$1.18M
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
915New |
$145K - $162K
|
915
$254K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
912+ 6.18% |
$145K - $161K
|
15.7K
$4.35M
|
|
|
Dec 01, 2021
Q3 2021
|
Braun Stacey Associates Inc
|
BUY
|
- |
900+ 13.04% |
$143K - $159K
|
7.8K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
884+ 27.68% |
$140K - $156K
|
4.08K
$1.13M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
870+ 334.62% |
$138K - $154K
|
1.13K
$314K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
866+ 55.87% |
$137K - $153K
|
2.42K
$671K
|
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
838+ 21.43% |
$133K - $148K
|
4.75K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
821+ 220.7% |
$130K - $145K
|
1.19K
$331K
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
806+ 3.31% |
$128K - $142K
|
25.1K
$6.98M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
785New |
$125K - $139K
|
785
$218K
|
|
|
Nov 05, 2021
Q3 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
773+ 40.9% |
$123K - $137K
|
2.66K
$740K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
761+ 7.84% |
$121K - $135K
|
10.5K
$2.91M
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
746+ 2.77% |
$118K - $132K
|
27.7K
$7.69M
|
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
740New |
$117K - $131K
|
740
$206K
|
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
739+ 3.52% |
$117K - $131K
|
21.7K
$6.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
736+ 11.29% |
$117K - $130K
|
7.25K
$2.02M
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
736+ 4.96% |
$117K - $130K
|
15.6K
$4.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
735+ 13.21% |
$117K - $130K
|
6.3K
$1.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
734New |
$117K - $130K
|
734
$204K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
713+ 10.91% |
$113K - $126K
|
7.25K
$2.01M
|
|
|
Nov 09, 2021
Q3 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
710+ 2.1% |
$113K - $126K
|
34.4K
$9.57M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
703+ 51.77% |
$112K - $124K
|
2.06K
$573K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
703+ 51.77% |
$112K - $124K
|
2.06K
$573K
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
702+ 8.62% |
$111K - $124K
|
8.85K
$2.46M
|