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 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15New |
$2.25K - $2.81K
|
15
$4.52K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.7% |
$2.25K - $2.81K
|
2.17K
$654K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
14+ 0.13% |
$2.1K - $2.62K
|
11.1K
$3.33M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12+ 0.66% |
$1.8K - $2.24K
|
1.83K
$552K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
12+ 0.34% |
$1.8K - $2.24K
|
3.55K
$1.07M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 0.12% |
$1.65K - $2.06K
|
9.22K
$2.78M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
11+ 0.51% |
$1.65K - $2.06K
|
2.16K
$650K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
11+ 2.48% |
$1.65K - $2.06K
|
454
$137K
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
11+ 0.14% |
$1.65K - $2.06K
|
8.07K
$2.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
11+ 0.17% |
$1.65K - $2.06K
|
6.31K
$1.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
10+ 0.37% |
$1.5K - $1.87K
|
2.68K
$807K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.23% |
$1.5K - $1.87K
|
4.38K
$1.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10+ 0.11% |
$1.5K - $1.87K
|
8.74K
$2.63M
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
10+ 0.57% |
$1.5K - $1.87K
|
1.78K
$535K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
9+ 0.07% |
$1.35K - $1.68K
|
12.3K
$3.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7New |
$1.05K - $1.31K
|
7
$2.11K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
7+ 0.36% |
$1.05K - $1.31K
|
1.95K
$586K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
6+ 0.15% |
$900 - $1.12K
|
3.98K
$1.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$900 - $1.12K
|
2.6K
$785K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
5+ 0.31% |
$750 - $935
|
1.64K
$493K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5New |
$750 - $935
|
5
$1.51K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5+ 0.25% |
$750 - $935
|
2.02K
$608K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.19% |
$750 - $935
|
2.65K
$799K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
4+ 1.67% |
$600 - $748
|
243
$73.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.18% |
$600 - $748
|
2.27K
$682K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.19% |
$600 - $748
|
2.06K
$620K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
4+ 0.07% |
$600 - $748
|
6.03K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4+ 0.32% |
$600 - $748
|
1.27K
$383K
|
|
|
Jan 31, 2022
Q4 2021
|
Inlet Private Wealth, LLC
|
BUY
|
- |
3+ 0.03% |
$450 - $561
|
10.4K
$3.14M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.15% |
$450 - $561
|
2.05K
$618K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.23% |
$450 - $561
|
1.31K
$393K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.03% |
$450 - $561
|
11.3K
$3.41M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.19% |
$450 - $561
|
1.61K
$485K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3+ 0.1% |
$450 - $561
|
3.05K
$919K
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.1% |
$450 - $561
|
2.94K
$885K
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.08% |
$300 - $374
|
2.59K
$780K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 0.04% |
$300 - $374
|
4.73K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.25% |
$300 - $374
|
811
$244K
|
|
|
Feb 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2+ 0.13% |
$300 - $374
|
1.49K
$447K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
2New |
$300 - $374
|
2
$603
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.12% |
$300 - $374
|
1.69K
$509K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.05% |
$300 - $374
|
4.05K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.29% |
$300 - $374
|
702
$212K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$150 - $187
|
5.1K
$1.54M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.02% |
$150 - $187
|
4.66K
$1.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.25% |
$150 - $187
|
394
$119K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$150 - $187
|
1.9K
$572K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1New |
$150 - $187
|
1
$301
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.56% |
$150 - $187
|
40
$12.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.16% |
$150 - $187
|
633
$191K
|