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 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
5.47KNew |
$820K - $1.02M
|
5.47K
$1.67M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.35KNew |
$803K - $1M
|
5.35K
$1.63M
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
5.34K+ 44.75% |
$802K - $1M
|
17.3K
$5.28M
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
5.3KNew |
$795K - $992K
|
5.3K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.27K+ 41.96% |
$790K - $985K
|
17.8K
$5.44M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
5.26K+ 2.38% |
$789K - $983K
|
226K
$69.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Birinyi Associates Inc
|
BUY
|
- |
5.25K+ 115.87% |
$788K - $982K
|
9.78K
$2.99M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.17K+ 25.66% |
$776K - $967K
|
25.3K
$7.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
5.1K+ 166.64% |
$765K - $954K
|
8.16K
$2.49M
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
5.1K+ 90.79% |
$765K - $954K
|
10.7K
$3.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Ervin Investment Management, LLC
|
BUY
|
- |
5.07KNew |
$760K - $948K
|
5.07K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.04KNew |
$757K - $944K
|
5.04K
$1.54M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.03K+ 7.69% |
$755K - $941K
|
70.5K
$21.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5KNew |
$750K - $935K
|
5K
$1.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5KNew |
$750K - $935K
|
5K
$1.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
4.93K+ 21.66% |
$740K - $922K
|
27.7K
$8.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.81K+ 3.63% |
$721K - $899K
|
137K
$41.9M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.8K+ 14.29% |
$721K - $899K
|
38.4K
$11.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
BUY
|
- |
4.78KNew |
$717K - $894K
|
4.78K
$1.46M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
4.76K+ 109.69% |
$714K - $890K
|
9.09K
$2.78M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.75KNew |
$712K - $888K
|
4.75K
$1.45M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.74KNew |
$711K - $886K
|
4.74K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
4.67KNew |
$701K - $874K
|
4.67K
$1.43M
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
4.56KNew |
$685K - $854K
|
4.56K
$1.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.55K+ 65.96% |
$683K - $851K
|
11.4K
$3.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.51K+ 5569.14% |
$677K - $844K
|
4.59K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.51KNew |
$677K - $844K
|
4.51K
$1.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
4.5KNew |
$675K - $842K
|
4.5K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.49K+ 0.15% |
$674K - $840K
|
3.08M
$942M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
4.45K+ 42.53% |
$668K - $833K
|
14.9K
$4.56M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.35KNew |
$653K - $815K
|
4.35K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.31KNew |
$647K - $807K
|
4.31K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.31K+ 142.12% |
$647K - $807K
|
7.35K
$2.24M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
4.27KNew |
$641K - $799K
|
4.27K
$1.31M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
4.23KNew |
$634K - $791K
|
4.23K
$1.29M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.17KNew |
$626K - $781K
|
4.17K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.17K+ 148.93% |
$626K - $780K
|
6.97K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
4.13KNew |
$620K - $773K
|
4.13K
$1.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4.07K+ 23.7% |
$611K - $761K
|
21.2K
$6.49M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.02K+ 47.56% |
$603K - $752K
|
12.5K
$3.81M
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3.95K+ 255.51% |
$592K - $738K
|
5.49K
$1.68M
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.9KNew |
$584K - $729K
|
3.9K
$1.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.83KNew |
$575K - $717K
|
3.83K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3.8K+ 12.3% |
$570K - $711K
|
34.7K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.79K+ 24.19% |
$568K - $708K
|
19.4K
$5.94M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.72K+ 8.38% |
$558K - $695K
|
48.1K
$14.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.67K+ 26.28% |
$551K - $687K
|
17.6K
$5.39M
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
BUY
|
- |
3.63K+ 3.33% |
$544K - $679K
|
113K
$34.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.62K+ 21.89% |
$542K - $676K
|
20.1K
$6.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
3.6K+ 5.98% |
$539K - $673K
|
63.7K
$19.5M
|