Purchases and Sales Made in Q4 2021 in American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
933New |
$140K - $175K
|
933
$281K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
915+ 408.48% |
$137K - $171K
|
1.14K
$343K
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
915+ 2.92% |
$137K - $171K
|
32.3K
$9.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
900+ 6.81% |
$135K - $168K
|
14.1K
$4.25M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
898+ 0.7% |
$135K - $168K
|
128K
$38.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
878+ 2.16% |
$132K - $164K
|
41.5K
$12.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
877+ 173.66% |
$132K - $164K
|
1.38K
$416K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
870+ 14.79% |
$131K - $163K
|
6.75K
$2.03M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
863+ 7.55% |
$130K - $161K
|
12.3K
$3.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
859+ 32.57% |
$129K - $161K
|
3.5K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
844+ 4.23% |
$127K - $158K
|
20.8K
$6.27M
|
|
|
Jan 23, 2024
Q4 2021
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
842+ 9.14% |
$126K - $158K
|
10.1K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
832+ 24.03% |
$125K - $156K
|
4.29K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
BUY
|
- |
825+ 2.1% |
$124K - $154K
|
40.1K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
815+ 0.15% |
$122K - $152K
|
548K
$165M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
807+ 0.78% |
$121K - $151K
|
105K
$31.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
802+ 3.6% |
$120K - $150K
|
23.1K
$6.96M
|
|
|
Jan 25, 2022
Q4 2021
|
Braun Stacey Associates Inc
|
BUY
|
- |
800+ 10.26% |
$120K - $150K
|
8.6K
$2.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
798+ 7.57% |
$120K - $149K
|
11.3K
$3.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
781+ 0.77% |
$117K - $146K
|
103K
$31M
|
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
777+ 2.3% |
$117K - $145K
|
34.6K
$10.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
776+ 15.35% |
$116K - $145K
|
5.83K
$1.76M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
771+ 49.14% |
$116K - $144K
|
2.34K
$705K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
770+ 5.41% |
$116K - $144K
|
15K
$4.52M
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
768+ 8.83% |
$115K - $144K
|
9.47K
$2.85M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
768+ 40.4% |
$115K - $144K
|
2.67K
$804K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
760+ 3.83% |
$114K - $142K
|
20.6K
$6.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
753+ 23.56% |
$113K - $141K
|
3.95K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
753New |
$113K - $141K
|
753
$227K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
750+ 331.86% |
$113K - $140K
|
976
$294K
|
|
|
Feb 08, 2022
Q4 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
750+ 14.29% |
$113K - $140K
|
6K
$1.81M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
749+ 3.73% |
$112K - $140K
|
20.8K
$6.28M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
747New |
$112K - $140K
|
747
$225K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
747+ 4.68% |
$112K - $140K
|
16.7K
$5.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
746+ 2.97% |
$112K - $140K
|
25.9K
$7.79M
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
723+ 12.29% |
$108K - $135K
|
6.61K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
714+ 0.61% |
$107K - $134K
|
117K
$35.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
702+ 41.2% |
$105K - $131K
|
2.41K
$725K
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
700+ 8.64% |
$105K - $131K
|
8.81K
$2.65M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
699+ 74.28% |
$105K - $131K
|
1.64K
$494K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
695+ 2.56% |
$104K - $130K
|
27.9K
$8.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
695+ 21.64% |
$104K - $130K
|
3.91K
$1.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
685+ 13.7% |
$103K - $128K
|
5.69K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
682+ 13.98% |
$102K - $128K
|
5.56K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
679+ 5.72% |
$102K - $127K
|
12.6K
$3.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
675+ 97.54% |
$101K - $126K
|
1.37K
$412K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
646+ 10.17% |
$96.9K - $121K
|
7K
$2.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
646+ 1.23% |
$96.9K - $121K
|
53.2K
$16M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
632+ 6.96% |
$94.8K - $118K
|
9.72K
$2.93M
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
614+ 9.15% |
$92.1K - $115K
|
7.33K
$2.21M
|