Ep Wealth Advisors, LLC Ameriprise Financial Inc Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,751 shares of AMP stock, worth $1.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,751
Previous 2,599 5.85%
Holding current value
$1.4 Million
Previous $1.38 Million 3.76%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$472.29 - $575.13 $71,788 - $87,419
152 Added 5.85%
2,751 $1.33 Million
Q4 2024

Feb 13, 2025
BUY
$473.15 - $574.01 $206,293 - $250,268
436 Added 20.16%
2,599 $1.38 Million
Q3 2024

Nov 14, 2024
BUY
$391.53 - $469.81 $136,252 - $163,493
348 Added 19.17%
2,163 $1.02 Million
Q2 2024

Aug 19, 2024
BUY
$407.69 - $442.22 $79,907 - $86,675
196 Added 12.11%
1,815 $775,000
Q1 2024

May 14, 2024
SELL
$372.06 - $438.44 $10,789 - $12,714
-29 Reduced 1.76%
1,619 $709,000
Q4 2023

Feb 28, 2024
BUY
$307.14 - $381.62 $29,178 - $36,253
95 Added 6.12%
1,648 $625,000
Q3 2023

Nov 22, 2023
BUY
$326.95 - $356.9 $39,234 - $42,828
120 Added 8.37%
1,553 $511,000
Q1 2023

Jun 05, 2023
BUY
$281.43 - $355.33 $403,289 - $509,187
1,433 New
1,433 $439,000
Q4 2022

Jun 12, 2023
SELL
$257.84 - $332.52 $14,696 - $18,953
-57 Reduced 3.98%
1,376 $428,000
Q2 2022

Aug 11, 2022
BUY
$235.1 - $300.84 $106,970 - $136,882
455 Added 26.41%
2,178 $518,000
Q1 2022

May 20, 2022
SELL
$261.39 - $328.58 $31,628 - $39,758
-121 Reduced 6.56%
1,723 $518,000
Q4 2021

Feb 17, 2022
BUY
$264.89 - $310.24 $72,314 - $84,695
273 Added 17.38%
1,844 $556,000
Q3 2021

Nov 23, 2021
SELL
$238.11 - $277.6 $1.01 Million - $1.18 Million
-4,262 Reduced 73.07%
1,571 $415,000
Q3 2021

Nov 16, 2021
BUY
$238.11 - $277.6 $1.03 Million - $1.2 Million
4,305 Added 281.74%
5,833 $415,000
Q2 2021

Aug 24, 2021
BUY
$235.41 - $265.65 $30,603 - $34,534
130 Added 9.3%
1,528 $380,000
Q1 2021

May 17, 2021
BUY
$187.01 - $232.8 $20,758 - $25,840
111 Added 8.62%
1,398 $325,000
Q4 2020

Feb 18, 2021
BUY
$155.31 - $196.28 $199,883 - $252,612
1,287 New
1,287 $250,000
Q1 2020

May 18, 2020
SELL
$82.88 - $179.72 $132,608 - $287,552
-1,600 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$129.21 - $168.43 $11,241 - $14,653
87 Added 5.75%
1,600 $267,000
Q3 2019

Nov 18, 2019
BUY
$122.4 - $151.47 $185,191 - $229,174
1,513 New
1,513 $223,000
Q4 2018

Feb 19, 2019
SELL
$97.58 - $151.97 $162,373 - $252,878
-1,664 Closed
0 $0
Q3 2018

Nov 15, 2018
BUY
$136.27 - $149.99 $226,753 - $249,583
1,664 New
1,664 $246,000

Others Institutions Holding AMP

# of Institutions
1,508
Shares Held
83.9M
Call Options Held
207K
Put Options Held
210K
View Full List

About AMERIPRISE FINANCIAL INC

AMP Quotes by TradingView
  • Ticker AMP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 106,700,000
  • Market Cap $54.5B
  • 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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email