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 08, 2022
Q4 2021
|
Private Management Group Inc
|
SELL
|
- |
-982- 1.91% |
$147K - $184K
|
50.4K
$15.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-988- 19.99% |
$148K - $185K
|
3.96K
$1.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-992- 1.07% |
$149K - $186K
|
91.8K
$28.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-998- 1.09% |
$150K - $187K
|
90.6K
$28.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1K- 7.56% |
$150K - $187K
|
12.2K
$3.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1K- 27.4% |
$150K - $187K
|
2.65K
$822K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.02K- 13.28% |
$153K - $190K
|
6.65K
$2.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Becker Capital Management Inc
|
SELL
|
- |
-1.03K- 14.21% |
$155K - $193K
|
6.22K
$1.93M
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-1.05K- 7.81% |
$157K - $196K
|
12.4K
$3.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.05K- 2.05% |
$158K - $197K
|
50.3K
$15.6M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.06KClosed |
$160K - $199K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.08K- 29.0% |
$161K - $201K
|
2.63K
$817K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.08K- 2.03% |
$162K - $202K
|
52.3K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.08K- 4.93% |
$162K - $202K
|
20.9K
$6.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-1.1K- 42.31% |
$165K - $206K
|
1.5K
$465K
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.13KClosed |
$170K - $212K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.14K- 4.27% |
$171K - $213K
|
25.5K
$7.92M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.15K- 3.62% |
$172K - $215K
|
30.6K
$9.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.18K- 1.87% |
$178K - $222K
|
62K
$19.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.2KClosed |
$180K - $224K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
SELL
|
- |
-1.2K- 8.69% |
$180K - $224K
|
12.6K
$3.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.2KClosed |
$180K - $224K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.2K- 12.98% |
$180K - $224K
|
8.05K
$2.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Reinhart Partners, Inc.
|
SELL
|
- |
-1.2KClosed |
$180K - $224K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-1.2KClosed |
$180K - $224K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.2KClosed |
$180K - $224K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.2KClosed |
$180K - $225K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-1.21KClosed |
$181K - $226K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.21KClosed |
$181K - $226K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.21KClosed |
$181K - $226K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.22KClosed |
$182K - $227K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.22KClosed |
$182K - $227K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.22KClosed |
$182K - $227K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.22K- 0.32% |
$183K - $228K
|
376K
$117M
|
|
|
Feb 09, 2022
Q4 2021
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.22K- 2.27% |
$184K - $229K
|
52.7K
$16.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-1.23K- 33.07% |
$184K - $230K
|
2.49K
$772K
|
|
|
Jan 11, 2022
Q4 2021
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.24K- 3.21% |
$186K - $231K
|
37.3K
$11.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-1.25K- 1.3% |
$187K - $233K
|
94.7K
$29.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-1.26KClosed |
$189K - $235K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-1.28K- 9.67% |
$192K - $239K
|
11.9K
$3.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.28KClosed |
$192K - $239K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.3KClosed |
$195K - $243K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.3KClosed |
$195K - $243K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.31K- 3.55% |
$196K - $244K
|
35.5K
$11M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.31KClosed |
$197K - $245K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.32K- 2.94% |
$197K - $246K
|
43.5K
$13.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.35KClosed |
$203K - $253K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.38K- 10.09% |
$207K - $258K
|
12.3K
$3.81M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.47K- 15.21% |
$221K - $276K
|
8.21K
$2.55M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.48K- 5.99% |
$222K - $276K
|
23.2K
$7.19M
|