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 |
|---|---|---|---|---|---|---|---|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.37K+ 15.13% |
$205K - $255K
|
10.4K
$3.29M
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.36K+ 4.73% |
$204K - $255K
|
30.1K
$9.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.35K+ 32.81% |
$202K - $252K
|
5.46K
$1.73M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.33KNew |
$200K - $249K
|
1.33K
$421K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1.32K+ 635.75% |
$197K - $246K
|
1.52K
$482K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.31KNew |
$196K - $244K
|
1.31K
$413K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.3KNew |
$196K - $244K
|
1.3K
$413K
|
|
|
Apr 28, 2022
Q4 2021
|
Libra Wealth LLC
|
BUY
|
- |
1.3KNew |
$195K - $243K
|
1.3K
$412K
|
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1.3KNew |
$195K - $243K
|
1.3K
$412K
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
1.28K+ 10.39% |
$191K - $239K
|
13.5K
$4.29M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.27KNew |
$191K - $238K
|
1.27K
$403K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.27K+ 10.24% |
$191K - $238K
|
13.7K
$4.34M
|
|
|
Jan 19, 2022
Q4 2021
|
Profit Investment Management, LLC
|
BUY
|
- |
1.27K+ 37.62% |
$191K - $238K
|
4.65K
$1.47M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.27KNew |
$190K - $237K
|
1.27K
$402K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
1.26KNew |
$189K - $236K
|
1.26K
$400K
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
1.26KNew |
$189K - $235K
|
1.26K
$398K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.26K+ 15.26% |
$188K - $235K
|
9.49K
$3.01M
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
1.26KNew |
$188K - $235K
|
1.26K
$398K
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.25KNew |
$188K - $234K
|
1.25K
$396K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.25KNew |
$187K - $233K
|
1.25K
$395K
|
|
|
Feb 14, 2022
Q4 2021
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$186K - $232K
|
1.24K
$393K
|
|
|
Feb 16, 2022
Q4 2021
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.24KNew |
$186K - $232K
|
1.24K
$393K
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.23KNew |
$185K - $230K
|
1.23K
$390K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.2K+ 5.34% |
$181K - $225K
|
23.7K
$7.52M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.19K+ 9.8% |
$178K - $222K
|
13.3K
$4.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.18K+ 28.18% |
$178K - $222K
|
5.39K
$1.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.17K+ 17.56% |
$176K - $219K
|
7.85K
$2.49M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.17K+ 35.42% |
$175K - $219K
|
4.47K
$1.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 8.45% |
$174K - $217K
|
14.9K
$4.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.15K+ 30.93% |
$172K - $214K
|
4.85K
$1.54M
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
1.14K+ 5.25% |
$170K - $213K
|
22.8K
$7.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.13K+ 34.79% |
$170K - $212K
|
4.39K
$1.39M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.12K+ 23.51% |
$169K - $210K
|
5.9K
$1.87M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.1KNew |
$165K - $206K
|
1.1K
$349K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 14.6% |
$163K - $203K
|
8.51K
$2.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.08K+ 1.56% |
$161K - $201K
|
70.1K
$22.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
1.07KNew |
$160K - $200K
|
1.07K
$339K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.06K+ 18.05% |
$160K - $199K
|
6.96K
$2.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.06K+ 58.01% |
$159K - $198K
|
2.88K
$912K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.04K+ 3.88% |
$155K - $194K
|
27.7K
$8.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 3.09% |
$155K - $193K
|
34.4K
$10.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
1.02K+ 30.87% |
$152K - $190K
|
4.3K
$1.36M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1K+ 61.46% |
$150K - $187K
|
2.63K
$832K
|
|
|
Feb 07, 2022
Q4 2021
|
Shayne & Co., LLC
|
BUY
|
- |
1K+ 2.24% |
$150K - $187K
|
45.7K
$14.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1K+ 6.73% |
$150K - $187K
|
15.9K
$5.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
999+ 30.62% |
$150K - $187K
|
4.26K
$1.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
BUY
|
- |
985+ 17.36% |
$148K - $184K
|
6.66K
$2.11M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
979+ 11.34% |
$147K - $183K
|
9.62K
$3.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
977+ 7.1% |
$147K - $183K
|
14.7K
$4.67M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
977+ 1073.63% |
$147K - $183K
|
1.07K
$338K
|