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 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-300- 13.04% |
$45K - $56.1K
|
2K
$634K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 1.69% |
$45K - $56.1K
|
17.4K
$5.52M
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-305- 2.14% |
$45.8K - $57.1K
|
13.9K
$4.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-306- 0.71% |
$45.9K - $57.2K
|
42.6K
$13.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-316- 1.75% |
$47.4K - $59.1K
|
17.7K
$5.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-316- 10.31% |
$47.4K - $59.1K
|
2.75K
$870K
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Capital Management Inc
|
SELL
|
- |
-320- 7.77% |
$48K - $59.9K
|
3.8K
$1.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-320- 3.35% |
$48K - $59.9K
|
9.23K
$2.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-321- 3.12% |
$48.2K - $60.1K
|
9.97K
$3.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-329- 53.93% |
$49.4K - $61.5K
|
281
$89K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-330- 2.36% |
$49.5K - $61.7K
|
13.6K
$4.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
SELL
|
- |
-330- 2.1% |
$49.5K - $61.7K
|
15.4K
$4.88M
|
|
|
Feb 15, 2022
Q4 2021
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-335- 1.66% |
$50.3K - $62.7K
|
19.8K
$6.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-338- 54.43% |
$50.7K - $63.2K
|
283
$89.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-343Closed |
$51.5K - $64.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-349- 6.4% |
$52.4K - $65.3K
|
5.11K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-350- 7.06% |
$52.5K - $65.5K
|
4.61K
$1.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-350- 3.85% |
$52.5K - $65.5K
|
8.74K
$2.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-350- 1.02% |
$52.5K - $65.5K
|
34.1K
$10.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-355- 1.44% |
$53.3K - $66.4K
|
24.2K
$7.68M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-360- 0.93% |
$54K - $67.3K
|
38.5K
$12.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-360- 3.0% |
$54K - $67.3K
|
11.6K
$3.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-363- 0.65% |
$54.5K - $67.9K
|
55.6K
$17.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-369- 7.1% |
$55.4K - $69K
|
4.83K
$1.53M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-373- 13.96% |
$56K - $69.8K
|
2.3K
$728K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-375- 12.61% |
$56.3K - $70.2K
|
2.6K
$824K
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-375- 50.0% |
$56.3K - $70.2K
|
375
$119K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-388- 15.21% |
$58.2K - $72.6K
|
2.16K
$685K
|
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
SELL
|
- |
-390- 1.36% |
$58.5K - $73K
|
28.2K
$8.95M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-393- 3.46% |
$59K - $73.5K
|
11K
$3.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-396- 0.74% |
$59.4K - $74.1K
|
53.2K
$16.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Factorial Partners, LLC
|
SELL
|
- |
-400- 11.11% |
$60K - $74.8K
|
3.2K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-400- 12.46% |
$60K - $74.8K
|
2.81K
$890K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-406- 8.34% |
$60.9K - $76K
|
4.47K
$1.41M
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-410- 6.81% |
$61.5K - $76.7K
|
5.61K
$1.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-410- 8.49% |
$61.5K - $76.7K
|
4.42K
$1.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Everence Capital Management Inc
|
SELL
|
- |
-410- 2.4% |
$61.5K - $76.7K
|
16.7K
$5.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-412- 2.1% |
$61.8K - $77.1K
|
19.3K
$6.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
SELL
|
- |
-414- 1.41% |
$62.1K - $77.5K
|
29K
$9.17M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-414- 6.25% |
$62.1K - $77.5K
|
6.22K
$1.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-415- 20.24% |
$62.3K - $77.6K
|
1.64K
$518K
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-415- 0.31% |
$62.3K - $77.6K
|
133K
$42M
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-427- 19.59% |
$64.1K - $79.9K
|
1.75K
$555K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-441- 4.91% |
$66.2K - $82.5K
|
8.55K
$2.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-442Closed |
$66.3K - $82.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-450Closed |
$67.5K - $84.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-450Closed |
$67.5K - $84.2K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
SELL
|
- |
-461- 2.95% |
$69.2K - $86.2K
|
15.2K
$4.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-462- 5.05% |
$69.3K - $86.4K
|
8.69K
$2.75M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-466- 19.54% |
$69.9K - $87.2K
|
1.92K
$608K
|