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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
BUY
|
- |
368+ 0.75% |
$55.2K - $68.8K
|
49.6K
$14.9M
|
|
Feb 14, 2022
Q4 2021
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
368+ 28.42% |
$55.2K - $68.8K
|
1.66K
$501K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
365+ 12.56% |
$54.8K - $68.3K
|
3.27K
$986K
|
|
Feb 08, 2022
Q4 2021
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
358+ 0.4% |
$53.7K - $67K
|
90.2K
$27.2M
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
357+ 3.91% |
$53.6K - $66.8K
|
9.49K
$2.86M
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
355New |
$53.3K - $66.4K
|
355
$107K
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
355+ 12.25% |
$53.3K - $66.4K
|
3.25K
$980K
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
351+ 11.7% |
$52.7K - $65.7K
|
3.35K
$1.01M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
350+ 9.15% |
$52.5K - $65.5K
|
4.17K
$1.26M
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
345+ 3450.0% |
$51.8K - $64.5K
|
355
$107K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
341New |
$51.2K - $63.8K
|
341
$103K
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
335+ 16.04% |
$50.3K - $62.7K
|
2.42K
$730K
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
335+ 4.43% |
$50.3K - $62.7K
|
7.9K
$2.38M
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
334New |
$50.1K - $62.5K
|
334
$101K
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
332+ 1.73% |
$49.8K - $62.1K
|
19.5K
$5.87M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
332+ 47.5% |
$49.8K - $62.1K
|
1.03K
$311K
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
328+ 4.53% |
$49.2K - $61.4K
|
7.57K
$2.28M
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
326+ 16.71% |
$48.9K - $61K
|
2.28K
$686K
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
325+ 21.13% |
$48.8K - $60.8K
|
1.86K
$561K
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
318+ 12.6% |
$47.7K - $59.5K
|
2.84K
$856K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
315+ 18.83% |
$47.3K - $58.9K
|
1.99K
$599K
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
312+ 11.87% |
$46.8K - $58.4K
|
2.94K
$886K
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
311+ 1.85% |
$46.7K - $58.2K
|
17.1K
$5.16M
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
309New |
$46.4K - $57.8K
|
309
$93.1K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
308New |
$46.2K - $57.6K
|
308
$92.8K
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
300+ 7.79% |
$45K - $56.1K
|
4.15K
$1.25M
|
|
Feb 15, 2022
Q4 2021
|
Tobam
|
BUY
|
- |
300+ 35.63% |
$45K - $56.1K
|
1.14K
$344K
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
283+ 20.29% |
$42.5K - $52.9K
|
1.68K
$506K
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
279+ 5.73% |
$41.9K - $52.2K
|
5.14K
$1.55M
|
|
Feb 09, 2022
Q4 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
279+ 2.2% |
$41.9K - $52.2K
|
13K
$3.9M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
278+ 13.94% |
$41.7K - $52K
|
2.27K
$685K
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
274+ 3.1% |
$41.1K - $51.3K
|
9.1K
$2.74M
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
273New |
$41K - $51.1K
|
273
$82.3K
|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
273+ 5.75% |
$41K - $51.1K
|
5.02K
$1.51M
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
263+ 14.0% |
$39.5K - $49.2K
|
2.14K
$645K
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
263+ 5.73% |
$39.5K - $49.2K
|
4.85K
$1.46M
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
262+ 5.55% |
$39.3K - $49K
|
4.98K
$1.5M
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
260+ 260.0% |
$39K - $48.6K
|
360
$108K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
257+ 9.66% |
$38.6K - $48.1K
|
2.92K
$879K
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
257+ 2.35% |
$38.6K - $48.1K
|
11.2K
$3.37M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
256+ 7.4% |
$38.4K - $47.9K
|
3.72K
$1.12M
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
255+ 3.17% |
$38.3K - $47.7K
|
8.29K
$2.5M
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
255+ 10.74% |
$38.3K - $47.7K
|
2.63K
$792K
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
251+ 13.22% |
$37.7K - $47K
|
2.15K
$648K
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
250+ 9.45% |
$37.5K - $46.8K
|
2.9K
$872K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
250+ 11.08% |
$37.5K - $46.8K
|
2.51K
$755K
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
250+ 1.12% |
$37.5K - $46.8K
|
22.6K
$6.81M
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
250+ 15.39% |
$37.5K - $46.8K
|
1.87K
$565K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
242+ 3.34% |
$36.3K - $45.3K
|
7.49K
$2.26M
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
240+ 16.44% |
$36K - $44.9K
|
1.7K
$512K
|