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 19, 2022
Q4 2021
|
Weybosset Research & Management LLC
|
BUY
|
- |
150+ 8.11% |
$22.5K - $28.1K
|
2K
$603K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
149New |
$22.4K - $27.9K
|
149
$44.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
145New |
$21.8K - $27.1K
|
145
$43.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
145+ 4.18% |
$21.8K - $27.1K
|
3.62K
$1.09M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
144+ 3.14% |
$21.6K - $26.9K
|
4.73K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
143+ 6.79% |
$21.5K - $26.8K
|
2.25K
$678K
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
140+ 8.85% |
$21K - $26.2K
|
1.72K
$519K
|
|
|
Feb 03, 2022
Q4 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
140+ 0.12% |
$21K - $26.2K
|
115K
$34.5M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
139+ 2.36% |
$20.9K - $26K
|
6.04K
$1.82M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
139+ 3.92% |
$20.9K - $26K
|
3.69K
$1.11M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
136New |
$20.4K - $25.4K
|
136
$41K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
135+ 0.96% |
$20.3K - $25.3K
|
14.3K
$4.3M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
134+ 1.24% |
$20.1K - $25.1K
|
10.9K
$3.29M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
130+ 3.32% |
$19.5K - $24.3K
|
4.05K
$1.22M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
129+ 6.25% |
$19.4K - $24.1K
|
2.19K
$661K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
129+ 0.23% |
$19.4K - $24.1K
|
56K
$16.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
125+ 0.47% |
$18.8K - $23.4K
|
26.9K
$8.11M
|
|
|
Feb 03, 2022
Q4 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
125+ 0.07% |
$18.8K - $23.4K
|
192K
$57.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
123+ 0.21% |
$18.5K - $23K
|
58.2K
$17.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
122+ 9.8% |
$18.3K - $22.8K
|
1.37K
$412K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
120+ 4.46% |
$18K - $22.4K
|
2.81K
$847K
|
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
120+ 2.97% |
$18K - $22.4K
|
4.16K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
116+ 0.58% |
$17.4K - $21.7K
|
20.2K
$6.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
115New |
$17.3K - $21.5K
|
115
$34.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
115+ 0.93% |
$17.3K - $21.5K
|
12.4K
$3.74M
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
114+ 0.34% |
$17.1K - $21.3K
|
33.4K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
113+ 5.03% |
$17K - $21.1K
|
2.36K
$711K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
111+ 1.49% |
$16.7K - $20.8K
|
7.54K
$2.27M
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
109+ 5.85% |
$16.4K - $20.4K
|
1.97K
$594K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
105+ 3.02% |
$15.8K - $19.6K
|
3.58K
$1.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
105New |
$15.8K - $19.6K
|
105
$31.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Baxter Bros Inc
|
BUY
|
- |
105+ 0.14% |
$15.8K - $19.6K
|
73.7K
$22.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
105+ 6.94% |
$15.8K - $19.6K
|
1.62K
$487K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
103+ 2.51% |
$15.5K - $19.3K
|
4.2K
$1.27M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
103+ 5.38% |
$15.5K - $19.3K
|
2.02K
$607K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
103+ 4.59% |
$15.5K - $19.3K
|
2.35K
$707K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
101+ 1.86% |
$15.2K - $18.9K
|
5.53K
$1.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
100New |
$15K - $18.7K
|
100
$30.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
100+ 1.73% |
$15K - $18.7K
|
5.87K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
100+ 1.49% |
$15K - $18.7K
|
6.83K
$2.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
100+ 1.1% |
$15K - $18.7K
|
9.15K
$2.76M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
100+ 1.73% |
$15K - $18.7K
|
5.87K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 0.7% |
$15K - $18.7K
|
14.4K
$4.34M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
100+ 1.3% |
$15K - $18.7K
|
7.8K
$2.35M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
99+ 5.27% |
$14.9K - $18.5K
|
1.98K
$596K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
99+ 5.86% |
$14.9K - $18.5K
|
1.79K
$539K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
99+ 7.69% |
$14.9K - $18.5K
|
1.39K
$418K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
96+ 2.23% |
$14.4K - $18K
|
4.4K
$1.33M
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
95+ 3.55% |
$14.3K - $17.8K
|
2.77K
$835K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
95New |
$14.3K - $17.8K
|
95
$28.6K
|