| Ticker Symbol | Entity Name | Form Type | Access Number | Period | As Of Date | Filing Date | Institution Name | CIK | Name of Issuer | Title of Class | CUSIP | Value | SHRS or PRN Amount | SHRS or PRN Type | PUT_CALL | Investment Discretion | Other Manager | Voting Authority Sole | Voting Authority Shared | Voting Authority None | Date Added | Date Updated | Company Name | Sector | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| nyse:axp | nyse:axp Shareholders | 13F-HR | 0001928999-22-000002 | Dec 31st, 2021 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Fortitude Advisory Group L.L.C. | 1928999 | AMERICAN EXPRESS CO | COM | 025816109 | 96 | 587 | SH | SOLE | 0 | 0 | 587 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | American Express | Financials | Financial Services | ||
| nyse:axp | nyse:axp Shareholders | 13F-HR | 0001834913-22-000004 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Toroso Investments, LLC | 1600064 | AMERICAN EXPRESS CO | COM | 025816109 | 5591 | 29901 | SH | SOLE | 29901 | 0 | 0 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | American Express | Financials | Financial Services | ||
| nyse:axp | nyse:axp Shareholders | 13F-HR | 0001834913-22-000004 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Toroso Investments, LLC | 1600064 | AMERICAN EXPRESS CO | COM | 025816109 | 224 | 1200 | SH | DFND | 1 | 0 | 0 | 1200 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | American Express | Financials | Financial Services | |
| nyse:axp | nyse:axp Shareholders | 13F-HR | 0001770632-22-000008 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Quilter Plc | 1770632 | AMERICAN EXPRESS CO | COM | 025816109 | 18072 | 96642 | SH | DFND | 2 | 96642 | 0 | 0 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | American Express | Financials | Financial Services | |
| nyse:axp | nyse:axp Shareholders | 13F-HR | 0001770632-22-000008 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Quilter Plc | 1770632 | AMERICAN EXPRESS CO | COM | 025816109 | 353 | 1890 | SH | DFND | 1 | 1890 | 0 | 0 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | American Express | Financials | Financial Services | |
| nyse:axp | nyse:axp Shareholders | 13F-HR | 0001606587-22-001230 | Dec 31st, 2020 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | True North Advisors, LLC | 1634556 | American Express Co | COM | 025816109 | 1330 | 11000 | SH | SOLE | NONE | 0 | 0 | 11000 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | American Express | Financials | Financial Services | |
| nyse:axp | nyse:axp Shareholders | 13F-HR | 0001606587-22-001228 | Sep 30th, 2020 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | True North Advisors, LLC | 1634556 | American Express Co | COM | 025816109 | 1104 | 11014 | SH | SOLE | NONE | 0 | 0 | 11014 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | American Express | Financials | Financial Services | |
| nyse:axp | nyse:axp Shareholders | 13F-HR | 0001606587-22-001227 | Jun 30th, 2020 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | True North Advisors, LLC | 1634556 | American Express Co | COM | 025816109 | 1060 | 11140 | SH | SOLE | NONE | 0 | 0 | 11140 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | American Express | Financials | Financial Services | |
| nyse:axp | nyse:axp Shareholders | 13F-HR | 0001563525-22-000002 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | Chicago Partners Investment Group LLC | 1563525 | AMERICAN EXPRESS CO | COM | 025816109 | 359 | 2297 | SH | SOLE | 0 | 0 | 2297 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | American Express | Financials | Financial Services | ||
| nyse:axp | nyse:axp Shareholders | 13F-HR | 0001398344-22-010157 | Mar 31st, 2022 12:00AM | May 20th, 2022 12:00AM | May 20th, 2022 12:00AM | EP Wealth Advisors, LLC | 1540569 | AMERICAN EXPRESS CO | COM | 025816109 | 3255 | 17409 | SH | SOLE | 16739 | 0 | 670 | May 21st, 2022 01:10AM | May 21st, 2022 01:10AM | American Express | Financials | Financial Services |