Ameriprise Financial Inc Spdr Bloomberg Short Term Inte Transaction History

Ameriprise Financial Inc

$381 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$26.17 - $27.18 $412,072 - $427,976	15,746 Added 81.75%	35,007 $922,000
Q4 2023 Feb 14, 2024	BUY	$25.64 - $27.43 $493,852 - $528,329	19,261 New	19,261 $527,000
Q3 2021 Nov 15, 2021	SELL	$30.98 - $31.84 $1.45 Million - $1.5 Million	-46,954 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$31.56 - $32.52 $149,531 - $154,079	4,738 Added 11.22%	46,954 $1.49 Million
Q1 2021 May 17, 2021	BUY	$31.5 - $33.03 $1.33 Million - $1.39 Million	42,216 New	42,216 $1.33 Million
Q3 2020 Nov 16, 2020	SELL	$30.51 - $31.78 $11.6 Million - $12.1 Million	-381,821 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$29.1 - $30.86 $11.1 Million - $11.8 Million	381,821 New	381,821 $11.7 Million
Q1 2019 May 15, 2019	SELL	N/A	-37,433 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	30,275 Added 422.95%	37,433 $1.15 Million
Q3 2018 Nov 14, 2018	BUY	N/A	7,158 New	7,158 $223,000

Others Institutions Holding BWZ

# of Institutions

41

Shares Held

3.8M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

766K
Shares

$19.6 Million
2.22% of portfolio
Financial Management Professionals, Inc.

724K
Shares

$18.5 Million
2.48% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

646K
Shares

$16.5 Million
1.0% of portfolio
Envestnet Asset Management Inc

392K
Shares

$10 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

275K
Shares

$7.04 Million
0.02% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ameriprise Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ameriprise Financial Inc with notifications on news.