A detailed history of Caldwell Trust CO transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Caldwell Trust CO holds 4,216 shares of AMP stock, worth $1.95 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,216
Previous 4,144 1.74%
Holding current value
$1.95 Million
Previous $2.21 Billion 6.36%
% of portfolio
0.19%
Previous 0.22%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$486.13 - $544.55 $35,001 - $39,207
72 Added 1.74%
4,216 $2.07 Billion
Q2 2025

Sep 22, 2025

BUY
$422.19 - $533.73 $1.75 Million - $2.21 Million
4,144 New
4,144 $2.21 Billion
Q1 2025

Sep 23, 2025

BUY
$472.29 - $575.13 $28,809 - $35,082
61 Added 1.47%
4,205 $2.04 Billion
Q4 2024

Sep 24, 2025

BUY
$473.15 - $574.01 $287,675 - $348,998
608 Added 20.72%
3,543 $1.89 Billion
Q3 2024

Sep 24, 2025

BUY
$391.53 - $469.81 $220,039 - $264,033
562 Added 23.68%
2,935 $1.38 Billion
Q2 2024

Sep 24, 2025

BUY
$407.69 - $442.22 $227,898 - $247,200
559 Added 30.82%
2,373 $1.01 Billion
Q1 2024

Sep 24, 2025

SELL
$372.06 - $438.44 $866,899 - $1.02 Million
-2,330 Reduced 56.23%
1,814 $795 Million
Q4 2023

Oct 01, 2025

BUY
$307.14 - $381.62 $50,678 - $62,967
165 Added 19.6%
1,007 $382 Million
Q3 2023

Oct 01, 2025

BUY
$326.95 - $356.9 $122,933 - $134,194
376 Added 80.69%
842 $278 Million
Q2 2023

Oct 01, 2025

BUY
$282.02 - $332.16 $2,256 - $2,657
8 Added 1.75%
466 $155 Million
Q1 2023

Oct 01, 2025

SELL
$281.43 - $355.33 $1.04 Million - $1.31 Million
-3,686 Reduced 88.95%
458 $140 Million
Q3 2022

Oct 01, 2025

SELL
$223.12 - $291.83 $824,428 - $1.08 Million
-3,695 Reduced 89.17%
449 $113 Million
Q1 2022

Oct 01, 2025

SELL
$261.39 - $328.58 $965,836 - $1.21 Million
-3,695 Reduced 89.17%
449 $135 Million
Q4 2021

Oct 02, 2025

BUY
$264.89 - $310.24 $3,973 - $4,653
15 Added 3.45%
450 $136 Million
Q2 2021

Oct 02, 2025

SELL
$235.41 - $265.65 $4,001 - $4,516
-17 Reduced 3.76%
435 $108 Million
Q1 2021

Oct 02, 2025

SELL
$187.01 - $232.8 $690,440 - $859,497
-3,692 Reduced 89.09%
452 $105 Million
Q4 2020

Oct 02, 2025

SELL
$155.31 - $196.28 $320,870 - $405,514
-2,066 Reduced 49.86%
2,078 $404 Million
Q3 2020

Oct 02, 2025

SELL
$143.29 - $162.55 $279,128 - $316,647
-1,948 Reduced 48.37%
2,079 $320 Million
Q1 2020

Oct 02, 2025

SELL
$82.88 - $179.72 $9,696 - $21,027
-117 Reduced 2.82%
4,027 $413 Million
Q4 2019

Oct 06, 2025

SELL
$129.21 - $168.43 $15,117 - $19,706
-117 Reduced 2.82%
4,027 $671 Million

Others Institutions Holding AMP

About AMERIPRISE FINANCIAL INC


  • Ticker AMP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 106,700,000
  • Market Cap $49.2B
  • Description
  • Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice ...
More about AMP
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