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 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-143- 8.21% |
$21.5K - $26.8K
|
1.6K
$482K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-144- 0.64% |
$21.6K - $26.9K
|
22.3K
$6.72M
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-145- 0.5% |
$21.8K - $27.1K
|
28.9K
$8.71M
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-146Closed |
$21.9K - $27.3K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-147- 0.85% |
$22.1K - $27.5K
|
17.2K
$5.19M
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-147- 0.81% |
$22.1K - $27.5K
|
18.1K
$5.44M
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-148- 4.58% |
$22.2K - $27.7K
|
3.08K
$929K
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-149- 0.25% |
$22.4K - $27.9K
|
60.3K
$18.2M
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
SELL
|
- |
-150- 9.72% |
$22.5K - $28.1K
|
1.39K
$420K
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-150- 6.05% |
$22.5K - $28.1K
|
2.33K
$702K
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-150- 16.67% |
$22.5K - $28.1K
|
750
$226K
|
|
Feb 07, 2022
Q4 2021
|
Ninepoint Partners LP
|
SELL
|
- |
-154- 5.6% |
$23.1K - $28.8K
|
2.6K
$782K
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-155- 6.11% |
$23.3K - $29K
|
2.38K
$717K
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-155- 0.2% |
$23.3K - $29K
|
75.6K
$22.8M
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
SELL
|
- |
-158- 6.98% |
$23.7K - $29.6K
|
2.11K
$634K
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-163- 6.71% |
$24.5K - $30.5K
|
2.27K
$683K
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-163- 5.34% |
$24.5K - $30.5K
|
2.89K
$870K
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-165- 1.07% |
$24.8K - $30.9K
|
15.3K
$4.6M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-166- 8.15% |
$24.9K - $31.1K
|
1.87K
$564K
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-170- 4.57% |
$25.5K - $31.8K
|
3.55K
$1.07M
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-170- 7.78% |
$25.5K - $31.8K
|
2.02K
$607K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-173- 23.67% |
$26K - $32.4K
|
558
$168K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-174- 21.94% |
$26.1K - $32.6K
|
619
$187K
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-175- 1.82% |
$26.3K - $32.7K
|
9.43K
$2.84M
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-180Closed |
$27K - $33.7K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-183- 0.79% |
$27.5K - $34.2K
|
23K
$6.93M
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-185Closed |
$27.8K - $34.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-186- 1.36% |
$27.9K - $34.8K
|
13.5K
$4.07M
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
SELL
|
- |
-189- 6.74% |
$28.4K - $35.4K
|
2.62K
$788K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-189- 0.84% |
$28.4K - $35.4K
|
22.3K
$6.72M
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-197- 10.94% |
$29.6K - $36.9K
|
1.6K
$483K
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-198- 11.8% |
$29.7K - $37K
|
1.48K
$446K
|
|
Jan 12, 2022
Q4 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-200- 8.33% |
$30K - $37.4K
|
2.2K
$663K
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-200- 4.42% |
$30K - $37.4K
|
4.32K
$1.3M
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-200- 4.71% |
$30K - $37.4K
|
4.05K
$1.22M
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-200- 5.04% |
$30K - $37.4K
|
3.77K
$1.13M
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-200- 3.59% |
$30K - $37.4K
|
5.37K
$1.62M
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-200- 13.79% |
$30K - $37.4K
|
1.25K
$377K
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-200- 2.11% |
$30K - $37.4K
|
9.29K
$2.8M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-201- 1.97% |
$30.2K - $37.6K
|
9.99K
$3.01M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
SELL
|
- |
-201- 8.83% |
$30.2K - $37.6K
|
2.08K
$625K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-201Closed |
$30.2K - $37.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-206- 4.31% |
$30.9K - $38.5K
|
4.58K
$1.38M
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-207- 0.41% |
$31.1K - $38.7K
|
50.8K
$15.3M
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-207- 10.51% |
$31.1K - $38.7K
|
1.76K
$531K
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
SELL
|
- |
-211- 0.45% |
$31.7K - $39.5K
|
46.2K
$13.9M
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-216- 1.29% |
$32.4K - $40.4K
|
16.5K
$4.97M
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-220- 0.6% |
$33K - $41.2K
|
36.3K
$10.9M
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-221- 3.67% |
$33.2K - $41.3K
|
5.8K
$1.75M
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-222- 0.73% |
$33.3K - $41.5K
|
30.2K
$9.1M
|