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 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-45- 1.99% |
$6.75K - $8.42K
|
2.22K
$679K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-46- 2.14% |
$6.9K - $8.61K
|
2.11K
$644K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-47- 2.82% |
$7.05K - $8.79K
|
1.62K
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-48- 2.96% |
$7.2K - $8.98K
|
1.58K
$482K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-49- 17.01% |
$7.35K - $9.17K
|
239
$73K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-49- 0.24% |
$7.35K - $9.17K
|
20.6K
$6.28M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.56% |
$7.5K - $9.35K
|
8.9K
$2.72M
|
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-50- 16.67% |
$7.5K - $9.35K
|
250
$76.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 6.45% |
$7.5K - $9.35K
|
725
$222K
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-50- 3.45% |
$7.5K - $9.35K
|
1.4K
$428K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-50- 0.38% |
$7.5K - $9.35K
|
13.1K
$4.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-50- 1.37% |
$7.5K - $9.35K
|
3.6K
$1.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-50- 0.32% |
$7.5K - $9.35K
|
15.8K
$4.83M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 9.65% |
$7.5K - $9.35K
|
468
$143K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-51- 0.56% |
$7.65K - $9.54K
|
9.11K
$2.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-56- 0.5% |
$8.4K - $10.5K
|
11.1K
$3.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-57- 0.95% |
$8.55K - $10.7K
|
5.96K
$1.82M
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-57- 0.36% |
$8.55K - $10.7K
|
15.9K
$4.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-57- 0.43% |
$8.55K - $10.7K
|
13.2K
$4.03M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-60- 1.32% |
$9K - $11.2K
|
4.47K
$1.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
SELL
|
- |
-60- 0.55% |
$9K - $11.2K
|
10.8K
$3.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-60- 1.17% |
$9K - $11.2K
|
5.05K
$1.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-60- 1.26% |
$9K - $11.2K
|
4.72K
$1.44M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-60- 2.37% |
$9K - $11.2K
|
2.47K
$754K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-61Closed |
$9.15K - $11.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-61- 15.93% |
$9.15K - $11.4K
|
322
$98.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-61- 29.76% |
$9.15K - $11.4K
|
144
$44K
|
|
|
Feb 14, 2022
Q4 2021
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-63- 0.61% |
$9.45K - $11.8K
|
10.2K
$3.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-64- 2.61% |
$9.6K - $12K
|
2.39K
$729K
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-65- 3.92% |
$9.75K - $12.2K
|
1.59K
$487K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-65- 0.73% |
$9.75K - $12.2K
|
8.78K
$2.68M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-66Closed |
$9.9K - $12.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-67- 5.07% |
$10.1K - $12.5K
|
1.25K
$383K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-69- 0.31% |
$10.4K - $12.9K
|
22K
$6.73M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-70- 1.18% |
$10.5K - $13.1K
|
5.85K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-73Closed |
$11K - $13.7K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-75- 5.15% |
$11.3K - $14K
|
1.38K
$422K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-75- 1.22% |
$11.3K - $14K
|
6.09K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-75- 0.32% |
$11.3K - $14K
|
23.5K
$7.17M
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-75- 2.66% |
$11.3K - $14K
|
2.74K
$838K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-78- 2.24% |
$11.7K - $14.6K
|
3.41K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-78- 1.81% |
$11.7K - $14.6K
|
4.23K
$1.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-79- 0.31% |
$11.9K - $14.8K
|
25.2K
$7.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-80- 15.38% |
$12K - $15K
|
440
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-81- 0.41% |
$12.2K - $15.2K
|
19.5K
$5.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-83- 1.18% |
$12.5K - $15.5K
|
6.93K
$2.12M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-86- 0.84% |
$12.9K - $16.1K
|
10.2K
$3.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-87- 3.98% |
$13.1K - $16.3K
|
2.1K
$641K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-88- 2.34% |
$13.2K - $16.5K
|
3.68K
$1.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-90- 0.73% |
$13.5K - $16.8K
|
12.2K
$3.72M
|