American Express Co

Q2 2016 vs Q3 2016

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Tesco Pension Investment Ltd

NEW

Shares2,213,926

Change+2,213,926

Value$141.8M

Filed 2016-10-21

Beutel, Goodman & Co Ltd.

NEW

Shares2,074,861

Change+2,074,861

Value$101.3K

Filed 2016-10-12

Marathon Asset Management LLP

DECREASED

Shares607,390 from 639,960

Change-32,570 (-5%)

Value$38.9K (-$152)

Filed 2016-10-31

Aquamarine Capital Management, LLC

UNCHANGED

Shares272,430 from 272,430

Change0 (0%)

Value$17.4K (+$893)

Filed 2016-11-03

Migdal Insurance & Financial Holdings Ltd.

INCREASED

Shares239,049 from 237,680

Change+1,369 (+1%)

Value$15.3K (+$799)

Filed 2016-11-09

BLS Capital Fondsmaeglerselskab A/S

UNCHANGED

Shares209,896 from 209,896

Change0 (0%)

Value$13.4K (+$689)

Filed 2016-10-13

ZWJ Investment Counsel Inc

DECREASED

Shares199,820 from 204,416

Change-4,596 (-2%)

Value$12.8K (+$376)

Filed 2016-11-14

Jupiter Asset Management LTD

UNCHANGED

Shares125,732 from 125,732

Change0 (0%)

Value$8.1K (+$413)

Filed 2016-11-14

RK Asset Management, LLC

DECREASED

Shares93,248 from 97,343

Change-4,095 (-4%)

Value$6.0K (+$57)

Filed 2016-10-11

CIBC World Markets Corp

NEW

Shares57,029

Change+57,029

Value$3.7K

Filed 2016-11-14

Atlantic Union Bankshares Corp

INCREASED

Shares50,457 from 48,915

Change+1,542 (+3%)

Value$3.2K (+$260)

Filed 2016-10-14

Horan Capital Management

INCREASED

Shares49,707 from 43,595

Change+6,112 (+14%)

Value$3.2K (+$535)

Filed 2016-10-27

Alerus Financial NA

DECREASED

Shares47,671 from 48,136

Change-465 (-1%)

Value$3.1K (+$128)

Filed 2016-11-10

Convergence Investment Partners, LLC

NEW

Shares37,770

Change+37,770

Value$2.4K

Filed 2016-11-10

CenturyLink Investment Management Co

DECREASED

Shares34,308 from 35,315

Change-1,007 (-3%)

Value$2.2K (+$51)

Filed 2016-10-12

BAR Harbor Wealth Management

INCREASED

Shares27,055 from 18,131

Change+8,924 (+49%)

Value$1.7K (+$631)

Filed 2016-10-14

Boltwood Capital Management

INCREASED

Shares24,766 from 24,586

Change+180 (+1%)

Value$1.6K (+$92)

Filed 2016-10-05

Barton Investment Management

DECREASED

Shares24,567 from 24,797

Change-230 (-1%)

Value$1.6K (+$67)

Filed 2016-11-08

Leisure Capital Management

NEW

Shares21,753

Change+21,753

Value$1.4K

Filed 2016-11-01

Tower Bridge Advisors

DECREASED

Shares16,063 from 16,354

Change-291 (-2%)

Value$1.0M (+$35.0K)

Filed 2016-10-27

Godshalk Welsh Capital Management, Inc.

INCREASED

Shares15,710 from 12,595

Change+3,115 (+25%)

Value$1.0K (+$241)

Filed 2016-11-14

Mariner, LLC

NEW

Shares15,096

Change+15,096

Value$965

Filed 2016-11-14

Beacon Financial Group

INCREASED

Shares12,445 from 10,810

Change+1,635 (+15%)

Value$789 (+$144)

Filed 2016-10-03

Bedrijfstakpensioenfonds Voor de Media PNO

UNCHANGED

Shares12,200 from 12,200

Change0 (0%)

Value$781 (+$40)

Filed 2016-10-31

HL Financial Services LLC

DECREASED

Shares11,208 from 11,664

Change-456 (-4%)

Value$718 (+$9)

Filed 2016-10-25

Pbwm Holdings, LLC

INCREASED

Shares10,000 from 7,000

Change+3,000 (+43%)

Value$640 (+$215)

Filed 2016-11-04

Estabrook Capital Management

NEW

Shares9,815

Change+9,815

Value$628.6K

Filed 2016-11-14

Macnealy Hoover Investment Management Inc

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$384 (+$19)

Filed 2016-10-11

Braver Wealth Management, LLC

NEW

Shares5,829

Change+5,829

Value$373

Filed 2016-10-26

Nelson Capital Management, LLC

INCREASED

Shares4,040 from 3,310

Change+730 (+22%)

Value$259 (+$58)

Filed 2016-10-27

SignalPoint Asset Management, LLC

NEW

Shares3,885

Change+3,885

Value$249

Filed 2016-11-01

Wade G W & Inc

NEW

Shares3,851

Change+3,851

Value$247

Filed 2016-11-01

WealthTrust Fairport, LLC

INCREASED

Shares3,640 from 2,635

Change+1,005 (+38%)

Value$233 (-$339)

Filed 2016-11-02

Security National Trust Co

UNCHANGED

Shares2,809 from 2,809

Change0 (0%)

Value$180 (+$9)

Filed 2016-10-25

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

INCREASED

Shares2,618 from 2,607

Change+11 (+0%)

Value$167 (+$9)

Filed 2016-11-14

Blue Bell Private Wealth Management, LLC

DECREASED

Shares2,351 from 2,492

Change-141 (-6%)

Value$151 (-$1)

Filed 2016-10-14

Welch Group, LLC

INCREASED

Shares2,348 from 1,919

Change+429 (+22%)

Value$150 (+$33)

Filed 2016-10-28

Burt Wealth Advisors

DECREASED

Shares2,336 from 2,709

Change-373 (-14%)

Value$149 (-$15)

Filed 2016-10-26

Farmers National Bank

NEW

Shares1,719

Change+1,719

Value$110

Filed 2016-11-16

Lenox Wealth Management, Inc.

DECREASED

Shares1,035 from 1,037

Change-2 (0%)

Value$66 (+$3)

Filed 2016-11-16

Gemmer Asset Management LLC

INCREASED

Shares748 from 704

Change+44 (+6%)

Value$48 (+$5)

Filed 2016-10-17

Alexandria Capital, LLC

INCREASED

Shares638 from 138

Change+500 (+362%)

Value$41 (+$33)

Filed 2016-11-15

Trust Co

NEW

Shares200

Change+200

Value$13

Filed 2016-10-19

Doolittle & Ganos Investment Counsel, LLC

NEW

Shares112

Change+112

Value$7

Filed 2016-11-09

Stuart Chaussee & Associates, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$6 ($0)

Filed 2016-10-06

Valley National Advisers Inc

NEW

Shares31

Change+31

Value$2

Filed 2016-11-01

Smead Capital Management, Inc.

CLOSED

Shares0 from 1,674,554

Change-1,674,554 (-100%)

Value$0 (-$101.7K)

Filed 2016-11-07

Affinity Investment Advisors, LLC

CLOSED

Shares0 from 243,209

Change-243,209 (-100%)

Value$0 (-$14.8K)

Filed 2016-11-07

Verity & Verity, LLC

CLOSED

Shares0 from 29,760

Change-29,760 (-100%)

Value$0 (-$1.8K)

Filed 2016-10-27

Community Trust & Investment Co

CLOSED

Shares0 from 8,500

Change-8,500 (-100%)

Value$0 (-$516)

Filed 2016-10-11

Pittenger & Anderson Inc

CLOSED

Shares0 from 7,110

Change-7,110 (-100%)

Value$0 (-$432)

Filed 2016-11-14

Capital Investment Advisors, LLC

CLOSED

Shares0 from 6,132

Change-6,132 (-100%)

Value$0 (-$373)

Filed 2016-10-18

Town & Country Bank & Trust Co dba First Bankers Trust Co

CLOSED

Shares0 from 5,425

Change-5,425 (-100%)

Value$0 (-$330)

Filed 2016-11-01

Donaldson Capital Management, LLC

CLOSED

Shares0 from 5,379

Change-5,379 (-100%)

Value$0 (-$327)

Filed 2016-11-14

Reynders McVeigh Capital Management, LLC

CLOSED

Shares0 from 4,139

Change-4,139 (-100%)

Value$0 (-$251)

Filed 2016-11-07

Advisory Services Network, LLC

CLOSED

Shares0 from 1,939

Change-1,939 (-100%)

Value$0 (-$118)

Filed 2016-10-07

Archford Capital Strategies, LLC

CLOSED

Shares0 from 325

Change-325 (-100%)

Value$0 (-$20)

Filed 2016-11-14

Jnba Financial Advisors

CLOSED

Shares0 from 185

Change-185 (-100%)

Value$0 (-$11)

Filed 2016-11-14

CWM, LLC

CLOSED

Shares0 from 31

Change-31 (-100%)

Value$0 (-$2)

Filed 2016-10-17

Stellar Capital Management, LLC

N/A

Shares— from 5,787

Change-5,787 (-100%)

Value—

	Status
Tesco Pension Investment Ltd	NEW	2,213,926	—	+2,213,926	—	—	$141.8M	—	2016-10-21
Beutel, Goodman & Co Ltd.	NEW	2,074,861	—	+2,074,861	—	—	$101.3K	—	2016-10-12
Marathon Asset Management LLP	DECREASED	607,390	639,960	-32,570	-5%	$39.0K	$38.9K	-$152	2016-10-31
Aquamarine Capital Management, LLC	UNCHANGED	272,430	272,430	0	0%	$16.6K	$17.4K	+$893	2016-11-03
Migdal Insurance & Financial Holdings Ltd.	INCREASED	239,049	237,680	+1,369	+1%	$14.5K	$15.3K	+$799	2016-11-09
BLS Capital Fondsmaeglerselskab A/S	UNCHANGED	209,896	209,896	0	0%	$12.8K	$13.4K	+$689	2016-10-13
ZWJ Investment Counsel Inc	DECREASED	199,820	204,416	-4,596	-2%	$12.4K	$12.8K	+$376	2016-11-14
Jupiter Asset Management LTD	UNCHANGED	125,732	125,732	0	0%	$7.6K	$8.1K	+$413	2016-11-14
RK Asset Management, LLC	DECREASED	93,248	97,343	-4,095	-4%	$5.9K	$6.0K	+$57	2016-10-11
CIBC World Markets Corp	NEW	57,029	—	+57,029	—	—	$3.7K	—	2016-11-14
Atlantic Union Bankshares Corp	INCREASED	50,457	48,915	+1,542	+3%	$3.0K	$3.2K	+$260	2016-10-14
Horan Capital Management	INCREASED	49,707	43,595	+6,112	+14%	$2.6K	$3.2K	+$535	2016-10-27
Alerus Financial NA	DECREASED	47,671	48,136	-465	-1%	$2.9K	$3.1K	+$128	2016-11-10
Convergence Investment Partners, LLC	NEW	37,770	—	+37,770	—	—	$2.4K	—	2016-11-10
CenturyLink Investment Management Co	DECREASED	34,308	35,315	-1,007	-3%	$2.1K	$2.2K	+$51	2016-10-12
BAR Harbor Wealth Management	INCREASED	27,055	18,131	+8,924	+49%	$1.1K	$1.7K	+$631	2016-10-14
Boltwood Capital Management	INCREASED	24,766	24,586	+180	+1%	$1.5K	$1.6K	+$92	2016-10-05
Barton Investment Management	DECREASED	24,567	24,797	-230	-1%	$1.5K	$1.6K	+$67	2016-11-08
Leisure Capital Management	NEW	21,753	—	+21,753	—	—	$1.4K	—	2016-11-01
Tower Bridge Advisors	DECREASED	16,063	16,354	-291	-2%	$993.7K	$1.0M	+$35.0K	2016-10-27
Godshalk Welsh Capital Management, Inc.	INCREASED	15,710	12,595	+3,115	+25%	$765	$1.0K	+$241	2016-11-14
Mariner, LLC	NEW	15,096	—	+15,096	—	—	$965	—	2016-11-14
Beacon Financial Group	INCREASED	12,445	10,810	+1,635	+15%	$645	$789	+$144	2016-10-03
Bedrijfstakpensioenfonds Voor de Media PNO	UNCHANGED	12,200	12,200	0	0%	$741	$781	+$40	2016-10-31
HL Financial Services LLC	DECREASED	11,208	11,664	-456	-4%	$709	$718	+$9	2016-10-25
Pbwm Holdings, LLC	INCREASED	10,000	7,000	+3,000	+43%	$425	$640	+$215	2016-11-04
Estabrook Capital Management	NEW	9,815	—	+9,815	—	—	$628.6K	—	2016-11-14
Macnealy Hoover Investment Management Inc	UNCHANGED	6,000	6,000	0	0%	$365	$384	+$19	2016-10-11
Braver Wealth Management, LLC	NEW	5,829	—	+5,829	—	—	$373	—	2016-10-26
Nelson Capital Management, LLC	INCREASED	4,040	3,310	+730	+22%	$201	$259	+$58	2016-10-27
SignalPoint Asset Management, LLC	NEW	3,885	—	+3,885	—	—	$249	—	2016-11-01
Wade G W & Inc	NEW	3,851	—	+3,851	—	—	$247	—	2016-11-01
WealthTrust Fairport, LLC	INCREASED	3,640	2,635	+1,005	+38%	$572	$233	-$339	2016-11-02
Security National Trust Co	UNCHANGED	2,809	2,809	0	0%	$171	$180	+$9	2016-10-25
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	INCREASED	2,618	2,607	+11	+0%	$158	$167	+$9	2016-11-14
Blue Bell Private Wealth Management, LLC	DECREASED	2,351	2,492	-141	-6%	$152	$151	-$1	2016-10-14
Welch Group, LLC	INCREASED	2,348	1,919	+429	+22%	$117	$150	+$33	2016-10-28
Burt Wealth Advisors	DECREASED	2,336	2,709	-373	-14%	$164	$149	-$15	2016-10-26
Farmers National Bank	NEW	1,719	—	+1,719	—	—	$110	—	2016-11-16
Lenox Wealth Management, Inc.	DECREASED	1,035	1,037	-2	0%	$63	$66	+$3	2016-11-16
Gemmer Asset Management LLC	INCREASED	748	704	+44	+6%	$43	$48	+$5	2016-10-17
Alexandria Capital, LLC	INCREASED	638	138	+500	+362%	$8	$41	+$33	2016-11-15
Trust Co	NEW	200	—	+200	—	—	$13	—	2016-10-19
Doolittle & Ganos Investment Counsel, LLC	NEW	112	—	+112	—	—	$7	—	2016-11-09
Stuart Chaussee & Associates, Inc.	UNCHANGED	100	100	0	0%	$6	$6	$0	2016-10-06
Valley National Advisers Inc	NEW	31	—	+31	—	—	$2	—	2016-11-01
Smead Capital Management, Inc.	CLOSED	0	1,674,554	-1,674,554	-100%	$101.7K	$0	-$101.7K	2016-11-07
Affinity Investment Advisors, LLC	CLOSED	0	243,209	-243,209	-100%	$14.8K	$0	-$14.8K	2016-11-07
Verity & Verity, LLC	CLOSED	0	29,760	-29,760	-100%	$1.8K	$0	-$1.8K	2016-10-27
Community Trust & Investment Co	CLOSED	0	8,500	-8,500	-100%	$516	$0	-$516	2016-10-11
Pittenger & Anderson Inc	CLOSED	0	7,110	-7,110	-100%	$432	$0	-$432	2016-11-14
Capital Investment Advisors, LLC	CLOSED	0	6,132	-6,132	-100%	$373	$0	-$373	2016-10-18
Town & Country Bank & Trust Co dba First Bankers Trust Co	CLOSED	0	5,425	-5,425	-100%	$330	$0	-$330	2016-11-01
Donaldson Capital Management, LLC	CLOSED	0	5,379	-5,379	-100%	$327	$0	-$327	2016-11-14
Reynders McVeigh Capital Management, LLC	CLOSED	0	4,139	-4,139	-100%	$251	$0	-$251	2016-11-07
Advisory Services Network, LLC	CLOSED	0	1,939	-1,939	-100%	$118	$0	-$118	2016-10-07
Archford Capital Strategies, LLC	CLOSED	0	325	-325	-100%	$20	$0	-$20	2016-11-14
Jnba Financial Advisors	CLOSED	0	185	-185	-100%	$11	$0	-$11	2016-11-14
CWM, LLC	CLOSED	0	31	-31	-100%	$2	$0	-$2	2016-10-17
Stellar Capital Management, LLC	N/A	—	5,787	-5,787	-100%	$352	—	—	—

Showing 60 of 60 institutions