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 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-90Closed |
$13.5K - $16.8K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-90- 0.36% |
$13.5K - $16.8K
|
25.1K
$7.56M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-92- 1.81% |
$13.8K - $17.2K
|
4.99K
$1.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-93- 1.38% |
$14K - $17.4K
|
6.66K
$2.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-93- 1.08% |
$14K - $17.4K
|
8.55K
$2.57M
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-94- 0.36% |
$14.1K - $17.6K
|
25.9K
$7.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-94- 1.35% |
$14.1K - $17.6K
|
6.85K
$2.06M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-96- 11.76% |
$14.4K - $18K
|
720
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
SELL
|
- |
-96- 2.6% |
$14.4K - $18K
|
3.59K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-99- 5.23% |
$14.9K - $18.5K
|
1.79K
$540K
|
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-99- 3.6% |
$14.9K - $18.5K
|
2.65K
$799K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-100- 7.41% |
$15K - $18.7K
|
1.25K
$377K
|
|
|
Jan 25, 2022
Q4 2021
|
Meyer Handelman CO
|
SELL
|
- |
-100- 0.29% |
$15K - $18.7K
|
34.5K
$10.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-100- 37.17% |
$15K - $18.7K
|
169
$50.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-100- 2.76% |
$15K - $18.7K
|
3.52K
$1.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 1.15% |
$15K - $18.7K
|
8.63K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-100- 3.85% |
$15K - $18.7K
|
2.5K
$753K
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-100- 0.28% |
$15K - $18.7K
|
35.2K
$10.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-100- 21.46% |
$15K - $18.7K
|
366
$110K
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
SELL
|
- |
-100- 1.73% |
$15K - $18.7K
|
5.67K
$1.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-104- 0.74% |
$15.6K - $19.5K
|
13.9K
$4.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Winslow Asset Management Inc
|
SELL
|
- |
-105- 0.27% |
$15.8K - $19.6K
|
38.2K
$11.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
SELL
|
- |
-105- 2.51% |
$15.8K - $19.6K
|
4.08K
$1.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-108- 1.48% |
$16.2K - $20.2K
|
7.18K
$2.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-112- 4.56% |
$16.8K - $21K
|
2.34K
$706K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-120- 0.66% |
$18K - $22.4K
|
18K
$5.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-120- 2.9% |
$18K - $22.4K
|
4.01K
$1.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-122- 8.03% |
$18.3K - $22.8K
|
1.4K
$421K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-123- 3.78% |
$18.5K - $23K
|
3.13K
$944K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-124- 5.56% |
$18.6K - $23.2K
|
2.11K
$634K
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-125- 0.76% |
$18.8K - $23.4K
|
16.3K
$4.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-126- 1.62% |
$18.9K - $23.6K
|
7.64K
$2.3M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-127- 1.98% |
$19.1K - $23.8K
|
6.3K
$1.9M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-127- 5.63% |
$19.1K - $23.8K
|
2.13K
$642K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-132- 1.62% |
$19.8K - $24.7K
|
8K
$2.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
SELL
|
- |
-132- 6.37% |
$19.8K - $24.7K
|
1.94K
$585K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-132- 1.04% |
$19.8K - $24.7K
|
12.5K
$3.78M
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-134- 0.81% |
$20.1K - $25.1K
|
16.4K
$4.95M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-134- 2.91% |
$20.1K - $25.1K
|
4.47K
$1.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-135- 0.83% |
$20.3K - $25.3K
|
16.1K
$4.86M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-136- 7.11% |
$20.4K - $25.4K
|
1.78K
$536K
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-137- 1.09% |
$20.6K - $25.6K
|
12.4K
$3.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-137- 3.52% |
$20.6K - $25.6K
|
3.75K
$1.13M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-137- 3.52% |
$20.6K - $25.6K
|
3.76K
$1.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-139- 4.05% |
$20.9K - $26K
|
3.3K
$993K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-140- 3.43% |
$21K - $26.2K
|
3.94K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-141- 5.84% |
$21.2K - $26.4K
|
2.28K
$685K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-142- 2.87% |
$21.3K - $26.6K
|
4.8K
$1.45M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-142- 6.3% |
$21.3K - $26.6K
|
2.11K
$636K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-142- 0.74% |
$21.3K - $26.6K
|
19K
$5.72M
|