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 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
609+ 27.8% |
$91.4K - $114K
|
2.8K
$844K
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
607+ 2.17% |
$91.1K - $114K
|
28.5K
$8.59M
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
602+ 7.09% |
$90.3K - $113K
|
9.1K
$2.74M
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
601+ 53.19% |
$90.2K - $112K
|
1.73K
$522K
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
600New |
$90K - $112K
|
600
$181K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
587New |
$88.1K - $110K
|
587
$177K
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
585+ 21.97% |
$87.8K - $109K
|
3.25K
$979K
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
581+ 8.52% |
$87.2K - $109K
|
7.4K
$2.23M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
578+ 24.04% |
$86.7K - $108K
|
2.98K
$898K
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
574+ 1.11% |
$86.1K - $107K
|
52.1K
$15.7M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
560+ 2.34% |
$84K - $105K
|
24.5K
$7.37M
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
550+ 28.99% |
$82.5K - $103K
|
2.45K
$737K
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
544+ 2.95% |
$81.6K - $102K
|
19K
$5.73M
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
539+ 4.94% |
$80.9K - $101K
|
11.5K
$3.45M
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
539+ 2.61% |
$80.9K - $101K
|
21.2K
$6.39M
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
535+ 6.45% |
$80.3K - $100K
|
8.83K
$2.66M
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
532+ 8.73% |
$79.8K - $99.5K
|
6.63K
$2M
|
|
Jan 27, 2022
Q4 2021
|
Wright Investors Service Inc
|
BUY
|
- |
523+ 4.96% |
$78.5K - $97.8K
|
11.1K
$3.34M
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
517New |
$77.6K - $96.7K
|
517
$156K
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
508+ 7.16% |
$76.2K - $95K
|
7.6K
$2.29M
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
BUY
|
- |
501+ 8.48% |
$75.2K - $93.7K
|
6.41K
$1.93M
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
500+ 1.52% |
$75K - $93.5K
|
33.4K
$10.1M
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
484+ 7.68% |
$72.6K - $90.5K
|
6.78K
$2.04M
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
483+ 24.22% |
$72.5K - $90.4K
|
2.48K
$746K
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
479+ 1.54% |
$71.9K - $89.6K
|
31.7K
$9.54M
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
477+ 2.91% |
$71.6K - $89.2K
|
16.9K
$5.08M
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
474+ 5.08% |
$71.1K - $88.7K
|
9.81K
$2.96M
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
473+ 2.49% |
$71K - $88.5K
|
19.5K
$5.87M
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
472+ 1.99% |
$70.8K - $88.3K
|
24.1K
$7.27M
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
468+ 21.32% |
$70.2K - $87.6K
|
2.66K
$802K
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
462New |
$69.3K - $86.4K
|
462
$139K
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
460+ 3.96% |
$69K - $86.1K
|
12.1K
$3.64M
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
455+ 6.47% |
$68.3K - $85.1K
|
7.49K
$2.26M
|
|
Feb 01, 2022
Q4 2021
|
Assenagon Asset Management S.A.
|
BUY
|
- |
443+ 2.51% |
$66.5K - $82.9K
|
18.1K
$5.46M
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
437+ 1.57% |
$65.6K - $81.8K
|
28.3K
$8.53M
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
431+ 15.21% |
$64.7K - $80.6K
|
3.27K
$984K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
428+ 9.24% |
$64.2K - $80.1K
|
5.06K
$1.52M
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
415+ 0.99% |
$62.3K - $77.6K
|
42.2K
$12.7M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
414+ 5.71% |
$62.1K - $77.5K
|
7.67K
$2.31M
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
414+ 0.28% |
$62.1K - $77.5K
|
150K
$45.3M
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
413New |
$62K - $77.3K
|
413
$124K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
407+ 40.46% |
$61.1K - $76.1K
|
1.41K
$426K
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
400+ 27.99% |
$60K - $74.8K
|
1.83K
$551K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
397+ 1.34% |
$59.6K - $74.3K
|
30K
$9.04M
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
390+ 3.72% |
$58.5K - $73K
|
10.9K
$3.27M
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
387+ 3.8% |
$58.1K - $72.4K
|
10.6K
$3.18M
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
385+ 2.24% |
$57.8K - $72K
|
17.5K
$5.28M
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
385+ 9.4% |
$57.8K - $72K
|
4.48K
$1.35M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
384New |
$57.6K - $71.8K
|
384
$116K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
384+ 29.72% |
$57.6K - $71.8K
|
1.68K
$505K
|