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 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
96+ 2.23% |
$14.4K - $18K
|
4.4K
$1.37M
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
95+ 3.55% |
$14.3K - $17.8K
|
2.77K
$862K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
95New |
$14.3K - $17.8K
|
95
$29.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
94New |
$14.1K - $17.6K
|
94
$29.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
94+ 14.64% |
$14.1K - $17.6K
|
736
$229K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
88+ 4.71% |
$13.2K - $16.5K
|
1.96K
$609K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
87+ 15.24% |
$13.1K - $16.3K
|
658
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
85+ 5.39% |
$12.8K - $15.9K
|
1.66K
$517K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
82+ 0.73% |
$12.3K - $15.3K
|
11.3K
$3.53M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
81+ 1.13% |
$12.2K - $15.2K
|
7.26K
$2.26M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
81New |
$12.2K - $15.2K
|
81
$25.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
80+ 40.0% |
$12K - $15K
|
280
$87.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
80+ 0.87% |
$12K - $15K
|
9.28K
$2.88M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
77+ 1.56% |
$11.6K - $14.4K
|
5.01K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
74+ 2.23% |
$11.1K - $13.8K
|
3.39K
$1.06M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
72+ 1.28% |
$10.8K - $13.5K
|
5.68K
$1.77M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
72+ 189.47% |
$10.8K - $13.5K
|
110
$34.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
71+ 1.6% |
$10.7K - $13.3K
|
4.52K
$1.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
71+ 0.89% |
$10.7K - $13.3K
|
8.04K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
69+ 1.62% |
$10.4K - $12.9K
|
4.32K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
69+ 1.27% |
$10.4K - $12.9K
|
5.5K
$1.71M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
68+ 1.19% |
$10.2K - $12.7K
|
5.76K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
66New |
$9.9K - $12.3K
|
66
$20.5K
|
|
|
Mar 21, 2022
Q4 2021
|
Humankind Investments LLC
|
BUY
|
- |
65+ 2.76% |
$9.75K - $12.2K
|
2.42K
$752K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
65+ 4.33% |
$9.75K - $12.2K
|
1.57K
$487K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
64New |
$9.6K - $12K
|
64
$19.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
62New |
$9.3K - $11.6K
|
62
$19.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
61+ 2.59% |
$9.15K - $11.4K
|
2.41K
$751K
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
60+ 2.45% |
$9K - $11.2K
|
2.51K
$782K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
60+ 3.64% |
$9K - $11.2K
|
1.71K
$531K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
59+ 1.28% |
$8.85K - $11K
|
4.67K
$1.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
59+ 0.26% |
$8.85K - $11K
|
22.9K
$7.12M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
58+ 5.09% |
$8.7K - $10.9K
|
1.2K
$373K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
58+ 4.5% |
$8.7K - $10.9K
|
1.35K
$419K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57+ 42.54% |
$8.55K - $10.7K
|
191
$59.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
55+ 6.93% |
$8.25K - $10.3K
|
849
$264K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
55+ 0.19% |
$8.25K - $10.3K
|
29.5K
$9.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
55+ 0.28% |
$8.25K - $10.3K
|
19.6K
$6.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
55+ 0.66% |
$8.25K - $10.3K
|
8.4K
$2.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
53+ 0.51% |
$7.95K - $9.92K
|
10.5K
$3.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
53+ 2.21% |
$7.95K - $9.92K
|
2.46K
$764K
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
BUY
|
- |
51+ 2.32% |
$7.65K - $9.54K
|
2.25K
$699K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
51+ 0.28% |
$7.65K - $9.54K
|
18.1K
$5.62M
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
51+ 0.58% |
$7.65K - $9.54K
|
8.88K
$2.76M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
50+ 0.88% |
$7.5K - $9.35K
|
5.75K
$1.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 2.32% |
$7.5K - $9.35K
|
2.21K
$686K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
50+ 3.11% |
$7.5K - $9.35K
|
1.66K
$515K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
49+ 612.5% |
$7.35K - $9.17K
|
57
$17.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48+ 0.21% |
$7.2K - $8.98K
|
23.3K
$7.25M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
47+ 2.67% |
$7.05K - $8.79K
|
1.81K
$563K
|