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 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
3.57KNew |
$535K - $667K
|
3.57K
$1.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.52KNew |
$527K - $658K
|
3.52K
$1.07M
|
|
|
Feb 08, 2022
Q4 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
3.5KNew |
$525K - $655K
|
3.5K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.49K+ 2.04% |
$523K - $653K
|
175K
$53.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.44K+ 5.81% |
$516K - $643K
|
62.6K
$19.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.42K+ 682.24% |
$513K - $639K
|
3.92K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Grove Capital, LLC
Palo Alto, CA |
BUY
|
- |
3.4K+ 9.9% |
$510K - $636K
|
37.7K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.38K+ 28.37% |
$508K - $633K
|
15.3K
$4.68M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
3.36KNew |
$504K - $629K
|
3.36K
$1.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.25K+ 190.62% |
$488K - $608K
|
4.96K
$1.51M
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.24KNew |
$486K - $606K
|
3.24K
$989K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.23K+ 279.43% |
$485K - $605K
|
4.39K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
3.2K+ 273.99% |
$481K - $599K
|
4.37K
$1.34M
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.2K+ 6.75% |
$480K - $598K
|
50.6K
$15.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.18K+ 20.29% |
$477K - $595K
|
18.8K
$5.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
3.17KNew |
$476K - $594K
|
3.17K
$970K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.14K+ 10.21% |
$472K - $588K
|
33.9K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
$469K - $584K
|
3.12K
$954K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
3.12K+ 41.79% |
$468K - $583K
|
10.6K
$3.23M
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3KNew |
$450K - $561K
|
3K
$917K
|
|
|
Jan 27, 2022
Q4 2021
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
3K+ 9.09% |
$450K - $561K
|
36K
$11M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3KNew |
$450K - $561K
|
3K
$917K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.91KNew |
$436K - $544K
|
2.91K
$889K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
2.91KNew |
$436K - $543K
|
2.91K
$888K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.91K+ 4.02% |
$436K - $543K
|
75.2K
$23M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.9K+ 23.54% |
$435K - $543K
|
15.2K
$4.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.89K+ 12.9% |
$434K - $541K
|
25.3K
$7.74M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.89K+ 200.84% |
$433K - $540K
|
4.32K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.84K+ 55.54% |
$426K - $531K
|
7.95K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
2.83K+ 8.6% |
$425K - $530K
|
35.8K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.81K+ 40.49% |
$422K - $526K
|
9.75K
$2.98M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
2.75K+ 9.86% |
$413K - $514K
|
30.6K
$9.36M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.73K+ 101.07% |
$409K - $510K
|
5.43K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.73KNew |
$409K - $510K
|
2.73K
$833K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.72KNew |
$409K - $510K
|
2.72K
$832K
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$406K - $507K
|
2.71K
$827K
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
2.71KNew |
$406K - $506K
|
2.71K
$827K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.69K+ 106.28% |
$404K - $503K
|
5.22K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.66K+ 1.03% |
$399K - $498K
|
262K
$79.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
2.61KNew |
$392K - $488K
|
2.61K
$797K
|
|
|
Feb 14, 2022
Q4 2021
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.6KNew |
$390K - $487K
|
2.6K
$795K
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$390K - $486K
|
2.6K
$794K
|
|
|
May 03, 2022
Q4 2021
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
2.6KNew |
$390K - $486K
|
2.6K
$794K
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.59K+ 10.17% |
$388K - $484K
|
28K
$8.56M
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
2.57K+ 3.78% |
$386K - $481K
|
70.7K
$21.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
2.54K+ 7.68% |
$381K - $475K
|
35.6K
$10.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.54KNew |
$380K - $474K
|
2.54K
$775K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.47KNew |
$371K - $463K
|
2.47K
$756K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.44K+ 4.1% |
$366K - $457K
|
62K
$18.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.44K+ 0.98% |
$366K - $456K
|
253K
$77.2M
|