Appleton Partners Inc Ameriprise Financial Inc Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	SELL	$257.84 - $332.52 $102,104 - $131,677	-396 Reduced 27.1%	1,065 $332,000
Q3 2022 Oct 27, 2022	SELL	$223.12 - $291.83 $16,734 - $21,887	-75 Reduced 4.88%	1,461 $368,000
Q2 2022 Jul 08, 2022	SELL	$235.1 - $300.84 $19,043 - $24,368	-81 Reduced 5.01%	1,536 $365,000
Q1 2022 Apr 05, 2022	SELL	$261.39 - $328.58 $10,455 - $13,143	-40 Reduced 2.41%	1,617 $486,000
Q4 2021 Feb 03, 2022	SELL	$264.89 - $310.24 $30,462 - $35,677	-115 Reduced 6.49%	1,657 $500,000
Q3 2021 Oct 14, 2021	SELL	$238.11 - $277.6 $43,574 - $50,800	-183 Reduced 9.36%	1,772 $468,000
Q2 2021 Jul 07, 2021	SELL	$235.41 - $265.65 $103,815 - $117,151	-441 Reduced 18.41%	1,955 $487,000
Q1 2021 Apr 19, 2021	SELL	$187.01 - $232.8 $2,805 - $3,492	-15 Reduced 0.62%	2,396 $557,000
Q4 2020 Jan 19, 2021	SELL	$155.31 - $196.28 $205,785 - $260,071	-1,325 Reduced 35.47%	2,411 $469,000
Q3 2020 Oct 14, 2020	SELL	$143.29 - $162.55 $8,740 - $9,915	-61 Reduced 1.61%	3,736 $576,000
Q2 2020 Aug 14, 2020	SELL	$90.32 - $162.7 $6,864 - $12,365	-76 Reduced 1.96%	3,797 $570,000
Q3 2019 Nov 04, 2019	SELL	$122.4 - $151.47 $18,360 - $22,720	-150 Reduced 3.73%	3,873 $570,000
Q2 2019 Jul 25, 2019	SELL	$132.68 - $153.53 $47,764 - $55,270	-360 Reduced 8.21%	4,023 $584,000
Q1 2019 Apr 17, 2019	SELL	$105.1 - $134.89 $170,472 - $218,791	-1,622 Reduced 27.01%	4,383 $561,000
Q4 2018 Jan 17, 2019	SELL	$97.58 - $151.97 $26,541 - $41,335	-272 Reduced 4.33%	6,005 $627,000
Q2 2018 Aug 08, 2018	SELL	$131.49 - $148.75 $57,724 - $65,301	-439 Reduced 6.54%	6,277 $878,000
Q4 2017 Jan 12, 2018	BUY	$148.67 - $171.7 $30,031 - $34,683	202 Added 3.1%	6,716 $1.14 Million
Q3 2017 Oct 12, 2017	BUY	$132.16 - $148.8 $860,890 - $969,283	6,514	6,514 $967,000

Others Institutions Holding AMP

# of Institutions

1,366

Shares Held

80.5M

Call Options Held

168K

Put Options Held

247K

Vanguard Group Inc Valley Forge, PA

12.5M
Shares

$7.19 Billion
0.11% of portfolio
Black Rock Inc. New York, NY

8.59M
Shares

$4.93 Billion
0.08% of portfolio
State Street Corp Boston, MA

4.45M
Shares

$2.56 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

4.28M
Shares

$2.46 Billion
0.16% of portfolio
Aristotle Capital Management, LLC Los Angeles, CA

3.32M
Shares

$1.91 Billion
3.02% of portfolio

View Full List

About AMERIPRISE FINANCIAL INC

Ticker AMP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 106,700,000
Market Cap $61.2B
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 ...

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