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
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-468- 2.04% |
$70.2K - $87.6K
|
22.4K
$6.96M
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-473- 39.65% |
$71K - $88.5K
|
720
$223K
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-473- 5.45% |
$71K - $88.5K
|
8.21K
$2.55M
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-475- 2.84% |
$71.3K - $88.9K
|
16.2K
$5.04M
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-475- 1.73% |
$71.3K - $88.9K
|
27K
$8.36M
|
|
Feb 10, 2022
Q4 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-476- 17.1% |
$71.4K - $89.1K
|
2.31K
$716K
|
|
Feb 14, 2022
Q4 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-478- 4.22% |
$71.7K - $89.4K
|
10.8K
$3.36M
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-480Closed |
$72K - $89.8K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-485- 10.21% |
$72.8K - $90.7K
|
4.26K
$1.32M
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-485- 15.66% |
$72.8K - $90.7K
|
2.61K
$811K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-489- 33.75% |
$73.4K - $91.5K
|
960
$298K
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-496- 5.64% |
$74.4K - $92.8K
|
8.3K
$2.58M
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-500- 5.14% |
$75K - $93.5K
|
9.23K
$2.86M
|
|
Jan 05, 2022
Q4 2021
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-500- 13.02% |
$75K - $93.5K
|
3.34K
$1.04M
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
SELL
|
- |
-507- 0.43% |
$76.1K - $94.8K
|
118K
$36.6M
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-508- 2.08% |
$76.2K - $95K
|
23.9K
$7.41M
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-514- 2.38% |
$77.1K - $96.2K
|
21.1K
$6.54M
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-515- 17.33% |
$77.3K - $96.3K
|
2.46K
$762K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-540- 2.6% |
$81K - $101K
|
20.2K
$6.27M
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-544- 15.01% |
$81.6K - $102K
|
3.08K
$956K
|
|
Jan 18, 2022
Q4 2021
|
Reliant Investment Management, LLC
|
SELL
|
- |
-545- 25.57% |
$81.8K - $102K
|
1.59K
$492K
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-551- 4.16% |
$82.7K - $103K
|
12.7K
$3.94M
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-557- 11.43% |
$83.6K - $104K
|
4.32K
$1.34M
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-570- 7.43% |
$85.5K - $107K
|
7.1K
$2.2M
|
|
Feb 14, 2022
Q4 2021
|
Jeereddi Investments, LP
Los Angeles, CA |
SELL
|
- |
-570- 7.27% |
$85.5K - $107K
|
7.27K
$2.26M
|
|
Feb 02, 2022
Q4 2021
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-575- 4.16% |
$86.3K - $108K
|
13.2K
$4.11M
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-577- 4.38% |
$86.6K - $108K
|
12.6K
$3.91M
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-585- 16.05% |
$87.8K - $109K
|
3.06K
$949K
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-594- 6.53% |
$89.1K - $111K
|
8.5K
$2.64M
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-594- 0.66% |
$89.1K - $111K
|
89.8K
$27.9M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-594- 3.19% |
$89.1K - $111K
|
18K
$5.59M
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-594- 0.66% |
$89.1K - $111K
|
89.8K
$27.9M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-598- 1.6% |
$89.7K - $112K
|
36.7K
$11.4M
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-600- 7.77% |
$90K - $112K
|
7.12K
$2.21M
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-600- 11.07% |
$90K - $112K
|
4.82K
$1.5M
|
|
Feb 03, 2022
Q4 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-600- 5.7% |
$90K - $112K
|
9.93K
$3.08M
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-600- 50.38% |
$90K - $112K
|
591
$183K
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-600Closed |
$90K - $112K
|
0
$0
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-600- 30.29% |
$90K - $112K
|
1.38K
$428K
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-600- 8.44% |
$90K - $112K
|
6.51K
$2.02M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-609- 7.59% |
$91.4K - $114K
|
7.42K
$2.3M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-616- 3.53% |
$92.4K - $115K
|
16.8K
$5.22M
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-634- 0.86% |
$95.1K - $119K
|
73K
$22.6M
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-638- 3.33% |
$95.7K - $119K
|
18.5K
$5.74M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-647- 10.37% |
$97.1K - $121K
|
5.59K
$1.73M
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-647- 10.37% |
$97.1K - $121K
|
5.59K
$1.73M
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
SELL
|
- |
-648- 18.18% |
$97.2K - $121K
|
2.92K
$905K
|
|
Feb 14, 2022
Q4 2021
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-648- 2.96% |
$97.2K - $121K
|
21.3K
$6.6M
|
|
Jan 25, 2022
Q4 2021
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-650- 4.85% |
$97.5K - $122K
|
12.7K
$3.95M
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-655- 3.58% |
$98.3K - $123K
|
17.6K
$5.47M
|