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 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
43+ 0.37% |
$6.45K - $8.04K
|
11.6K
$3.49M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
43+ 0.8% |
$6.45K - $8.04K
|
5.41K
$1.63M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42+ 0.67% |
$6.3K - $7.86K
|
6.3K
$1.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
42+ 0.42% |
$6.3K - $7.86K
|
10.1K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
41+ 0.54% |
$6.15K - $7.67K
|
7.64K
$2.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
40+ 0.23% |
$6K - $7.48K
|
17.5K
$5.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
40+ 6.75% |
$6K - $7.48K
|
633
$191K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 0.82% |
$5.85K - $7.3K
|
4.77K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 3.25% |
$5.55K - $6.92K
|
1.18K
$354K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
35+ 0.44% |
$5.25K - $6.55K
|
7.94K
$2.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
34+ 0.52% |
$5.1K - $6.36K
|
6.55K
$1.97M
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
34+ 1.01% |
$5.1K - $6.36K
|
3.4K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
34New |
$5.1K - $6.36K
|
34
$10.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
34+ 2.13% |
$5.1K - $6.36K
|
1.63K
$492K
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
30+ 0.43% |
$4.5K - $5.61K
|
6.96K
$2.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
28+ 1.16% |
$4.2K - $5.24K
|
2.45K
$738K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
28+ 2.21% |
$4.2K - $5.24K
|
1.3K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.25% |
$4.2K - $5.24K
|
11.3K
$3.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
27+ 192.86% |
$4.05K - $5.05K
|
41
$12.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
27+ 0.23% |
$4.05K - $5.05K
|
11.9K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
26+ 0.08% |
$3.9K - $4.86K
|
33.9K
$10.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Mount Vernon Associates Inc
|
BUY
|
- |
25+ 0.13% |
$3.75K - $4.68K
|
18.6K
$5.61M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
25New |
$3.75K - $4.68K
|
25
$7.53K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25+ 4.93% |
$3.75K - $4.68K
|
532
$160K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
24+ 0.1% |
$3.6K - $4.49K
|
23.4K
$7.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.56% |
$3.6K - $4.49K
|
4.29K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
24+ 5.21% |
$3.6K - $4.49K
|
485
$146K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
24+ 11.21% |
$3.6K - $4.49K
|
238
$71.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
23+ 0.33% |
$3.45K - $4.3K
|
6.98K
$2.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
23+ 0.08% |
$3.45K - $4.3K
|
28.4K
$8.57M
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
23+ 0.23% |
$3.45K - $4.3K
|
9.97K
$3M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
22+ 1.91% |
$3.3K - $4.12K
|
1.17K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.68% |
$3.3K - $4.12K
|
3.27K
$986K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
21+ 1.41% |
$3.15K - $3.93K
|
1.51K
$454K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
21+ 0.98% |
$3.15K - $3.93K
|
2.16K
$650K
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
BUY
|
- |
20+ 0.19% |
$3K - $3.74K
|
10.5K
$3.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
20+ 2.88% |
$3K - $3.74K
|
714
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
20+ 0.51% |
$3K - $3.74K
|
3.98K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
19+ 0.78% |
$2.85K - $3.55K
|
2.46K
$740K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
18+ 0.65% |
$2.7K - $3.37K
|
2.8K
$845K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
18New |
$2.7K - $3.37K
|
18
$5.42K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
18+ 4.12% |
$2.7K - $3.37K
|
455
$137K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18+ 2.47% |
$2.7K - $3.37K
|
748
$225K
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
17+ 1.31% |
$2.55K - $3.18K
|
1.32K
$397K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
17New |
$2.55K - $3.18K
|
17
$5.12K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
17New |
$2.55K - $3.18K
|
17
$5.12K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
17+ 130.77% |
$2.55K - $3.18K
|
30
$9.04K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
16+ 0.26% |
$2.4K - $2.99K
|
6.24K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 2.01% |
$2.4K - $2.99K
|
813
$245K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
15+ 0.88% |
$2.25K - $2.81K
|
1.73K
$521K
|