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 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
250+ 15.39% |
$37.5K - $46.8K
|
1.87K
$583K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
242+ 3.34% |
$36.3K - $45.3K
|
7.49K
$2.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
240+ 16.44% |
$36K - $44.9K
|
1.7K
$529K
|
|
|
Feb 14, 2022
Q4 2021
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
238+ 0.75% |
$35.7K - $44.5K
|
32.1K
$9.99M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
236New |
$35.4K - $44.2K
|
236
$73.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
235+ 1.27% |
$35.3K - $44K
|
18.7K
$5.83M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
235+ 1.21% |
$35.3K - $44K
|
19.6K
$6.11M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
228New |
$34.2K - $42.7K
|
228
$70.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
225+ 2.83% |
$33.8K - $42.1K
|
8.18K
$2.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
224+ 11.27% |
$33.6K - $41.9K
|
2.21K
$688K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
217+ 7.05% |
$32.6K - $40.6K
|
3.29K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
216+ 4.56% |
$32.4K - $40.4K
|
4.95K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
215New |
$32.3K - $40.2K
|
215
$66.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
210+ 2.38% |
$31.5K - $39.3K
|
9.05K
$2.81M
|
|
|
Jan 25, 2022
Q4 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
208+ 5.13% |
$31.2K - $38.9K
|
4.27K
$1.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
207+ 3.91% |
$31.1K - $38.7K
|
5.5K
$1.71M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
205+ 2.26% |
$30.8K - $38.4K
|
9.29K
$2.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
201+ 16.12% |
$30.2K - $37.6K
|
1.45K
$450K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200+ 99.5% |
$30K - $37.4K
|
401
$125K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
200+ 13.33% |
$30K - $37.4K
|
1.7K
$529K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
200+ 8.0% |
$30K - $37.4K
|
2.7K
$840K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
199+ 13.42% |
$29.9K - $37.2K
|
1.68K
$523K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
198+ 4.54% |
$29.7K - $37K
|
4.56K
$1.42M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
196New |
$29.4K - $36.7K
|
196
$61K
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
195+ 13.76% |
$29.3K - $36.5K
|
1.61K
$501K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
194+ 2.68% |
$29.1K - $36.3K
|
7.44K
$2.31M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
192+ 7.97% |
$28.8K - $35.9K
|
2.6K
$809K
|
|
|
Feb 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
190+ 1.11% |
$28.5K - $35.5K
|
17.4K
$5.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
186+ 3.08% |
$27.9K - $34.8K
|
6.23K
$1.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
185+ 4.23% |
$27.8K - $34.6K
|
4.56K
$1.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
184+ 2.25% |
$27.6K - $34.4K
|
8.38K
$2.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
181+ 0.32% |
$27.2K - $33.9K
|
56.1K
$17.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
171+ 5.04% |
$25.7K - $32K
|
3.57K
$1.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
170+ 6.86% |
$25.5K - $31.8K
|
2.65K
$823K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
170+ 1.66% |
$25.5K - $31.8K
|
10.4K
$3.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
170+ 1.37% |
$25.5K - $31.8K
|
12.6K
$3.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
169+ 3.22% |
$25.4K - $31.6K
|
5.41K
$1.68M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
168+ 3.4% |
$25.2K - $31.4K
|
5.11K
$1.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
167+ 6.07% |
$25.1K - $31.2K
|
2.92K
$907K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
163+ 14.75% |
$24.5K - $30.5K
|
1.27K
$394K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
161+ 35.86% |
$24.2K - $30.1K
|
610
$190K
|
|
|
Jan 20, 2022
Q4 2021
|
Stewart & Patten CO LLC
|
BUY
|
- |
160+ 0.15% |
$24K - $29.9K
|
107K
$33.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
156+ 13.14% |
$23.4K - $29.2K
|
1.34K
$418K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
155+ 3.01% |
$23.3K - $29K
|
5.3K
$1.65M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
155+ 0.72% |
$23.3K - $29K
|
21.6K
$6.73M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
155New |
$23.3K - $29K
|
155
$48.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
155+ 1.26% |
$23.3K - $29K
|
12.5K
$3.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
153+ 8.33% |
$23K - $28.6K
|
1.99K
$619K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
152+ 22.96% |
$22.8K - $28.4K
|
814
$253K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
151+ 6.37% |
$22.7K - $28.2K
|
2.52K
$784K
|