Clearstead Advisors, LLC Ameriprise Financial Inc Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Clearstead Advisors, LLC holds 3,740 shares of AMP stock, worth $2.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,740

Previous 3,732 0.21%

Holding current value

$2.1 Million

Previous $1.59 Million 10.23%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$391.53 - $469.81 $3,132 - $3,758	8 Added 0.21%	3,740 $1.76 Million
Q2 2024 Aug 09, 2024	BUY	$407.69 - $442.22 $542,227 - $588,152	1,330 Added 55.37%	3,732 $1.59 Million
Q1 2024 May 14, 2024	SELL	$372.06 - $438.44 $5,580 - $6,576	-15 Reduced 0.62%	2,402 $1.05 Million
Q4 2023 Feb 12, 2024	BUY	$307.14 - $381.62 $11,978 - $14,883	39 Added 1.64%	2,417 $918,000
Q3 2023 Nov 13, 2023	SELL	$326.95 - $356.9 $17,655 - $19,272	-54 Reduced 2.22%	2,378 $783,000
Q3 2023 Nov 07, 2023	BUY	$326.95 - $356.9 $343,297 - $374,745	1,050 Added 75.98%	2,432 $801,000
Q2 2023 Aug 07, 2023	SELL	$282.02 - $332.16 $31,304 - $36,869	-111 Reduced 7.43%	1,382 $459,000
Q1 2023 May 09, 2023	BUY	$281.43 - $355.33 $21,388 - $27,005	76 Added 5.36%	1,493 $457,000
Q4 2022 Feb 14, 2023	BUY	$257.84 - $332.52 $9,024 - $11,638	35 Added 2.53%	1,417 $441,000
Q3 2022 Nov 14, 2022	BUY	$223.12 - $291.83 $8,701 - $11,381	39 Added 2.9%	1,382 $348,000
Q1 2022 May 04, 2022	BUY	$261.39 - $328.58 $43,129 - $54,215	165 Added 14.01%	1,343 $403,000
Q4 2021 Feb 14, 2022	BUY	$264.89 - $310.24 $24,634 - $28,852	93 Added 8.57%	1,178 $355,000
Q3 2021 Nov 12, 2021	BUY	$238.11 - $277.6 $29,525 - $34,422	124 Added 12.9%	1,085 $287,000
Q2 2021 Aug 12, 2021	BUY	$235.41 - $265.65 $6,120 - $6,906	26 Added 2.78%	961 $239,000
Q1 2021 May 14, 2021	BUY	$187.01 - $232.8 $6,545 - $8,148	35 Added 3.89%	935 $217,000
Q1 2020 May 14, 2020	BUY	$82.88 - $179.72 $74,592 - $161,748	900 New	900 $92,000
Q1 2018 May 14, 2018	SELL	$144.89 - $182.04 $186,473 - $234,285	-1,287 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$148.67 - $171.7 $191,338 - $220,977	1,287	1,287 $218,000

Others Institutions Holding AMP

# of Institutions

1,363

Shares Held

80.4M

Call Options Held

168K

Put Options Held

247K

View Full List

About AMERIPRISE FINANCIAL INC

Ticker AMP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 106,700,000
Market Cap $60B
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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Clearstead Advisors, LLC Ameriprise Financial Inc Transaction History