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
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
698+ 8.22% |
$111K - $123K
|
9.19K
$2.78M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
684+ 40.64% |
$109K - $121K
|
2.37K
$715K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
683+ 5.98% |
$108K - $121K
|
12.1K
$3.66M
|
|
|
Oct 07, 2021
Q3 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
679+ 2.68% |
$108K - $120K
|
26K
$7.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
652+ 3.27% |
$103K - $115K
|
20.6K
$6.22M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
647+ 36.15% |
$103K - $114K
|
2.44K
$736K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
642New |
$102K - $113K
|
642
$194K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
641+ 51.24% |
$102K - $113K
|
1.89K
$572K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
641+ 51.24% |
$102K - $113K
|
1.89K
$572K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
632+ 71.66% |
$100K - $112K
|
1.51K
$457K
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
628+ 2.23% |
$99.7K - $111K
|
28.8K
$8.69M
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
BUY
|
- |
625+ 1.07% |
$99.2K - $110K
|
59K
$17.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
625+ 22.12% |
$99.2K - $110K
|
3.45K
$1.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
618+ 5.86% |
$98.1K - $109K
|
11.2K
$3.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
601+ 3.87% |
$95.4K - $106K
|
16.1K
$4.87M
|
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
591+ 1.78% |
$93.8K - $104K
|
33.8K
$10.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
587+ 23.99% |
$93.2K - $104K
|
3.03K
$917K
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
573+ 3.08% |
$90.9K - $101K
|
19.1K
$5.79M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
557+ 12.69% |
$88.4K - $98.5K
|
4.95K
$1.49M
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
536+ 1.96% |
$85.1K - $94.7K
|
27.9K
$8.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
526+ 4.1% |
$83.5K - $93K
|
13.4K
$4.04M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
525+ 9.8% |
$83.3K - $92.8K
|
5.88K
$1.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
522New |
$82.9K - $92.3K
|
522
$158K
|
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
520New |
$82.5K - $91.9K
|
520
$157K
|
|
|
Feb 14, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
519+ 79.48% |
$82.4K - $91.7K
|
1.17K
$354K
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
516+ 30.71% |
$81.9K - $91.2K
|
2.2K
$663K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
510+ 3.01% |
$80.9K - $90.2K
|
17.5K
$5.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
506+ 7.92% |
$80.3K - $89.4K
|
6.9K
$2.08M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
505+ 2.39% |
$80.2K - $89.3K
|
21.6K
$6.54M
|
|
|
Oct 18, 2021
Q3 2021
|
Birinyi Associates Inc
|
BUY
|
- |
500+ 12.4% |
$79.4K - $88.4K
|
4.53K
$1.37M
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
500+ 15.87% |
$79.4K - $88.4K
|
3.65K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
500+ 4.23% |
$79.4K - $88.4K
|
12.3K
$3.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
487+ 0.18% |
$77.3K - $86.1K
|
268K
$80.9M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
485+ 7.13% |
$77K - $85.7K
|
7.29K
$2.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
480+ 1.13% |
$76.2K - $84.8K
|
42.9K
$13M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
478+ 7.94% |
$75.9K - $84.5K
|
6.5K
$1.96M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
473+ 22.26% |
$75.1K - $83.6K
|
2.6K
$785K
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
467+ 0.17% |
$74.1K - $82.6K
|
272K
$82.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
460+ 1.15% |
$73K - $81.3K
|
40.4K
$12.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
453+ 5.75% |
$71.9K - $80.1K
|
8.33K
$2.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
450New |
$71.4K - $79.5K
|
450
$136K
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
450+ 1.63% |
$71.4K - $79.5K
|
28.1K
$8.49M
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
449+ 0.33% |
$71.3K - $79.4K
|
137K
$41.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
449+ 0.43% |
$71.3K - $79.4K
|
104K
$31.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
449New |
$71.3K - $79.4K
|
449
$136K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
448+ 10.0% |
$71.1K - $79.2K
|
4.93K
$1.49M
|
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
446+ 3.88% |
$70.8K - $78.8K
|
11.9K
$3.61M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
440+ 9.93% |
$69.8K - $77.8K
|
4.87K
$1.47M
|
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
429+ 1.53% |
$68.1K - $75.8K
|
28.4K
$8.58M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
428+ 11.56% |
$67.9K - $75.7K
|
4.13K
$1.25M
|