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 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-12- 0.51% |
$1.8K - $2.24K
|
2.35K
$718K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 1.28% |
$1.95K - $2.43K
|
1K
$306K
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-13- 0.21% |
$1.95K - $2.43K
|
6.23K
$1.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Independent Investors Inc
|
SELL
|
- |
-14- 0.09% |
$2.1K - $2.62K
|
15K
$4.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-14- 0.56% |
$2.1K - $2.62K
|
2.48K
$758K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
SELL
|
- |
-14- 0.49% |
$2.1K - $2.62K
|
2.86K
$874K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-15Closed |
$2.25K - $2.81K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-16- 0.22% |
$2.4K - $2.99K
|
7.39K
$2.26M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-17- 0.49% |
$2.55K - $3.18K
|
3.43K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-17- 0.18% |
$2.55K - $3.18K
|
9.63K
$2.94M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-18- 7.23% |
$2.7K - $3.37K
|
231
$70.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.07% |
$2.85K - $3.55K
|
26.1K
$7.99M
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-20- 1.16% |
$3K - $3.74K
|
1.71K
$523K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-20- 1.82% |
$3K - $3.74K
|
1.08K
$329K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-20- 1.47% |
$3K - $3.74K
|
1.34K
$409K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-20- 1.26% |
$3K - $3.74K
|
1.57K
$479K
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-21- 0.87% |
$3.15K - $3.93K
|
2.39K
$729K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-21- 0.18% |
$3.15K - $3.93K
|
11.8K
$3.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-23- 0.86% |
$3.45K - $4.3K
|
2.66K
$813K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-24- 1.04% |
$3.6K - $4.49K
|
2.29K
$700K
|
|
|
Feb 02, 2022
Q4 2021
|
Chase Investment Counsel Corp
|
SELL
|
- |
-24- 0.11% |
$3.6K - $4.49K
|
21K
$6.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-26- 0.25% |
$3.9K - $4.86K
|
10.2K
$3.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-26- 1.37% |
$3.9K - $4.86K
|
1.87K
$570K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-26- 1.4% |
$3.9K - $4.86K
|
1.83K
$560K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-26- 1.37% |
$3.9K - $4.86K
|
1.87K
$570K
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-27- 1.91% |
$4.05K - $5.05K
|
1.39K
$424K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-28- 1.8% |
$4.2K - $5.24K
|
1.53K
$466K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-29- 1.71% |
$4.35K - $5.43K
|
1.67K
$509K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-29- 0.42% |
$4.35K - $5.43K
|
6.87K
$2.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-30- 1.46% |
$4.5K - $5.61K
|
2.02K
$617K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-30- 1.61% |
$4.5K - $5.61K
|
1.84K
$561K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-30- 2.09% |
$4.5K - $5.61K
|
1.41K
$429K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-30- 15.15% |
$4.5K - $5.61K
|
168
$51.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
SELL
|
- |
-31- 0.61% |
$4.65K - $5.8K
|
5.08K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-31- 0.44% |
$4.65K - $5.8K
|
7.03K
$2.15M
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-32- 1.23% |
$4.8K - $5.99K
|
2.57K
$786K
|
|
|
Jan 24, 2022
Q4 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-32- 2.47% |
$4.8K - $5.99K
|
1.26K
$386K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-32- 2.08% |
$4.8K - $5.99K
|
1.51K
$461K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-33- 0.16% |
$4.95K - $6.17K
|
20.8K
$6.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-34- 0.08% |
$5.1K - $6.36K
|
44.3K
$13.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-34- 0.52% |
$5.1K - $6.36K
|
6.46K
$1.97M
|
|
|
Jan 14, 2022
Q4 2021
|
Fruth Investment Management
|
SELL
|
- |
-35- 0.29% |
$5.25K - $6.55K
|
12K
$3.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-35- 1.21% |
$5.25K - $6.55K
|
2.86K
$874K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-36- 0.13% |
$5.4K - $6.73K
|
27.7K
$8.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
SELL
|
- |
-39- 0.89% |
$5.85K - $7.3K
|
4.37K
$1.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-40- 2.87% |
$6K - $7.48K
|
1.36K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-43- 2.38% |
$6.45K - $8.04K
|
1.76K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-44- 14.67% |
$6.6K - $8.23K
|
256
$78.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-44- 2.19% |
$6.6K - $8.23K
|
1.96K
$600K
|
|
|
Feb 09, 2022
Q4 2021
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-45- 0.19% |
$6.75K - $8.42K
|
23.6K
$7.22M
|