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 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.43KNew |
$365K - $455K
|
2.43K
$743K
|
|
Jan 13, 2022
Q4 2021
|
Metropolis Capital LTD
|
BUY
|
- |
2.42K+ 4.9% |
$363K - $452K
|
51.8K
$15.8M
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
2.39KNew |
$358K - $446K
|
2.39K
$729K
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.37K+ 75.74% |
$355K - $443K
|
5.49K
$1.68M
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
2.35K+ 8.06% |
$353K - $440K
|
31.5K
$9.62M
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
2.3KNew |
$346K - $431K
|
2.3K
$704K
|
|
Feb 14, 2022
Q4 2021
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
2.29K+ 15.54% |
$344K - $429K
|
17K
$5.21M
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.29KNew |
$343K - $428K
|
2.29K
$699K
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.28KNew |
$342K - $427K
|
2.28K
$697K
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.28K+ 123.47% |
$342K - $426K
|
4.12K
$1.26M
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
2.24KNew |
$336K - $419K
|
2.24K
$684K
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.22KNew |
$332K - $414K
|
2.22K
$677K
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
2.2KNew |
$330K - $412K
|
2.2K
$673K
|
|
Feb 07, 2022
Q4 2021
|
Focused Investors LLC
|
BUY
|
- |
2.2K+ 0.38% |
$330K - $412K
|
574K
$175M
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.2K+ 7.12% |
$330K - $412K
|
33.1K
$10.1M
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.19K+ 4.36% |
$329K - $410K
|
52.5K
$16M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.19KNew |
$329K - $410K
|
2.19K
$669K
|
|
Feb 11, 2022
Q4 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.18K+ 5.38% |
$327K - $407K
|
42.6K
$13M
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
2.16KNew |
$324K - $404K
|
2.16K
$659K
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.15KNew |
$323K - $402K
|
2.15K
$657K
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.15KNew |
$323K - $402K
|
2.15K
$657K
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
2.14K+ 3.41% |
$321K - $401K
|
65K
$19.9M
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
2.14K+ 131.83% |
$321K - $401K
|
3.77K
$1.15M
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.14KNew |
$321K - $400K
|
2.14K
$654K
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
2.14K+ 3.81% |
$321K - $400K
|
58.2K
$17.8M
|
|
Feb 01, 2022
Q4 2021
|
Yarbrough Capital, LLC
|
BUY
|
- |
2.13KNew |
$320K - $399K
|
2.13K
$651K
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.12K+ 88.16% |
$319K - $397K
|
4.53K
$1.38M
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.11K+ 95.64% |
$316K - $394K
|
4.31K
$1.32M
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2.08K+ 49.04% |
$312K - $389K
|
6.32K
$1.93M
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.08KNew |
$312K - $389K
|
2.08K
$635K
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.08KNew |
$311K - $388K
|
2.08K
$634K
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.07K+ 13.44% |
$311K - $388K
|
17.5K
$5.35M
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
2.05KNew |
$308K - $384K
|
2.05K
$627K
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
2.04KNew |
$307K - $382K
|
2.04K
$625K
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
2.04KNew |
$306K - $381K
|
2.04K
$622K
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.04K+ 10.46% |
$306K - $381K
|
21.5K
$6.57M
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.98KNew |
$297K - $371K
|
1.98K
$605K
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.98KNew |
$297K - $370K
|
1.98K
$605K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.95K+ 15.75% |
$292K - $364K
|
14.3K
$4.37M
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.93KNew |
$290K - $361K
|
1.93K
$590K
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
1.92KNew |
$288K - $360K
|
1.92K
$587K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.92K+ 59.78% |
$288K - $359K
|
5.13K
$1.57M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.91K+ 49.07% |
$286K - $357K
|
5.79K
$1.77M
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.88KNew |
$281K - $351K
|
1.88K
$573K
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.87KNew |
$280K - $350K
|
1.87K
$571K
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
1.87KNew |
$280K - $349K
|
1.87K
$571K
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.86KNew |
$279K - $348K
|
1.86K
$569K
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.85K+ 5.05% |
$278K - $346K
|
38.5K
$11.8M
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.83K+ 11.35% |
$275K - $343K
|
18K
$5.49M
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.83K+ 2.84% |
$274K - $342K
|
66.1K
$20.2M
|