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
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-220- 0.6% |
$33K - $41.2K
|
36.3K
$11.5M
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-221- 3.67% |
$33.2K - $41.3K
|
5.8K
$1.84M
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-222- 0.73% |
$33.3K - $41.5K
|
30.2K
$9.57M
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-222- 1.62% |
$33.3K - $41.5K
|
13.4K
$4.26M
|
|
May 04, 2022
Q4 2021
|
Hall Capital Management CO Inc
|
SELL
|
- |
-224- 6.25% |
$33.6K - $41.9K
|
3.36K
$1.06M
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-224- 5.74% |
$33.6K - $41.9K
|
3.68K
$1.17M
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-224- 0.59% |
$33.6K - $41.9K
|
37.7K
$11.9M
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-225- 1.71% |
$33.8K - $42.1K
|
12.9K
$4.1M
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-227- 1.6% |
$34.1K - $42.5K
|
13.9K
$4.41M
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-228- 0.55% |
$34.2K - $42.7K
|
41.2K
$13.1M
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-230- 3.79% |
$34.5K - $43K
|
5.84K
$1.85M
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-230- 0.58% |
$34.5K - $43K
|
39.4K
$12.5M
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-231- 11.68% |
$34.7K - $43.2K
|
1.75K
$553K
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-235- 1.26% |
$35.3K - $44K
|
18.4K
$5.82M
|
|
Jan 13, 2022
Q4 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-235- 3.38% |
$35.3K - $44K
|
6.71K
$2.13M
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-236- 14.95% |
$35.4K - $44.2K
|
1.34K
$425K
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-238- 1.39% |
$35.7K - $44.5K
|
16.9K
$5.35M
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-240- 15.95% |
$36K - $44.9K
|
1.27K
$401K
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-240- 8.35% |
$36K - $44.9K
|
2.63K
$834K
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-244- 2.2% |
$36.6K - $45.6K
|
10.9K
$3.44M
|
|
Jan 26, 2022
Q4 2021
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-245- 0.76% |
$36.8K - $45.8K
|
32.1K
$10.2M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-248Closed |
$37.2K - $46.4K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-249- 8.34% |
$37.4K - $46.6K
|
2.74K
$867K
|
|
Jan 31, 2022
Q4 2021
|
Bristol John W & CO Inc
|
SELL
|
- |
-250- 6.81% |
$37.5K - $46.8K
|
3.42K
$1.08M
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 6.97% |
$37.5K - $46.8K
|
3.34K
$1.06M
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-251- 11.67% |
$37.7K - $47K
|
1.9K
$602K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-255- 5.18% |
$38.3K - $47.7K
|
4.67K
$1.48M
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-255Closed |
$38.3K - $47.7K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-257Closed |
$38.6K - $48.1K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-262- 0.28% |
$39.3K - $49K
|
91.7K
$29M
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-263- 3.74% |
$39.5K - $49.2K
|
6.77K
$2.14M
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-263- 1.93% |
$39.5K - $49.2K
|
13.4K
$4.24M
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-270- 2.63% |
$40.5K - $50.5K
|
10K
$3.17M
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-271- 6.39% |
$40.7K - $50.7K
|
3.97K
$1.26M
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-272- 3.21% |
$40.8K - $50.9K
|
8.21K
$2.6M
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-273- 2.19% |
$41K - $51.1K
|
12.2K
$3.87M
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-276- 2.91% |
$41.4K - $51.6K
|
9.22K
$2.92M
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-277- 0.7% |
$41.6K - $51.8K
|
39.5K
$12.5M
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-277- 3.21% |
$41.6K - $51.8K
|
8.34K
$2.64M
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-279- 15.43% |
$41.9K - $52.2K
|
1.53K
$484K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-282- 14.76% |
$42.3K - $52.8K
|
1.63K
$516K
|
|
Feb 11, 2022
Q4 2021
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-286- 14.04% |
$42.9K - $53.5K
|
1.75K
$555K
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-287- 10.12% |
$43.1K - $53.7K
|
2.55K
$808K
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-287- 18.96% |
$43.1K - $53.7K
|
1.23K
$389K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-289Closed |
$43.4K - $54.1K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
SELL
|
- |
-290- 42.03% |
$43.5K - $54.3K
|
400
$127K
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
SELL
|
- |
-293- 1.7% |
$44K - $54.8K
|
16.9K
$5.36M
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-299- 1.71% |
$44.9K - $55.9K
|
17.2K
$5.46M
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-299- 19.39% |
$44.9K - $55.9K
|
1.24K
$394K
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-300- 7.9% |
$45K - $56.1K
|
3.5K
$1.11M
|