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 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1New |
$150 - $187
|
1
$317
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.56% |
$150 - $187
|
40
$12.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.16% |
$150 - $187
|
633
$201K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
1+ 0.26% |
$150 - $187
|
387
$123K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.05% |
$150 - $187
|
2.11K
$668K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.2% |
$150 - $187
|
493
$156K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$150 - $187
|
9.18K
$2.91M
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$150 - $187
|
2.48K
$786K
|
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$150 - $187
|
17.7K
$5.61M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.08% |
$150 - $187
|
1.23K
$391K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.05% |
$150 - $187
|
2.05K
$650K
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1+ 0.07% |
$150 - $187
|
1.36K
$429K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.32% |
$150 - $187
|
316
$100K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.03% |
$150 - $187
|
3.12K
$990K
|
|
|
Feb 11, 2022
Q4 2021
|
Valueworks LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$150 - $187
|
15.2K
$4.82M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.02% |
$150 - $187
|
99
$31.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.09% |
$150 - $187
|
1.06K
$335K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.05% |
$150 - $187
|
1.98K
$626K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.02% |
$150 - $187
|
4.41K
$1.4M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.06% |
$150 - $187
|
1.6K
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
SELL
|
- |
-1- 0.07% |
$150 - $187
|
1.53K
$485K
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1Closed |
$150 - $187
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2- 0.16% |
$300 - $374
|
1.26K
$398K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 0.15% |
$300 - $374
|
1.32K
$418K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-2- 0.08% |
$300 - $374
|
2.53K
$803K
|
|
|
Feb 11, 2022
Q4 2021
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-2- 0.08% |
$300 - $374
|
2.36K
$747K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2- 0.01% |
$300 - $374
|
16.6K
$5.25M
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-3- 0.18% |
$450 - $561
|
1.64K
$520K
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3- 0.22% |
$450 - $561
|
1.37K
$433K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-3- 0.21% |
$450 - $561
|
1.43K
$453K
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-4- 0.02% |
$600 - $748
|
22.4K
$7.09M
|
|
|
Mar 30, 2022
Q4 2021
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.11% |
$600 - $748
|
3.54K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-4- 0.32% |
$600 - $748
|
1.24K
$394K
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5- 0.04% |
$750 - $935
|
14.3K
$4.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-5- 0.04% |
$750 - $935
|
13.2K
$4.19M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 0.13% |
$750 - $935
|
3.74K
$1.18M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6- 0.08% |
$900 - $1.12K
|
7.29K
$2.31M
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6Closed |
$900 - $1.12K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-7- 0.09% |
$1.05K - $1.31K
|
7.9K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-7- 0.04% |
$1.05K - $1.31K
|
17.3K
$5.47M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-8- 1.54% |
$1.2K - $1.5K
|
511
$162K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-8- 0.41% |
$1.2K - $1.5K
|
1.97K
$623K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-8- 0.68% |
$1.2K - $1.5K
|
1.16K
$369K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-9- 1.16% |
$1.35K - $1.68K
|
764
$242K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-9Closed |
$1.35K - $1.68K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 0.13% |
$1.5K - $1.87K
|
7.49K
$2.37M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.58% |
$1.5K - $1.87K
|
1.71K
$542K
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-10- 0.55% |
$1.5K - $1.87K
|
1.82K
$576K
|
|
|
Mar 01, 2022
Q4 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-10- 0.12% |
$1.5K - $1.87K
|
8.3K
$2.63M
|