Evercore Wealth Management, LLC Ameriprise Financial Inc Transaction History

Evercore Wealth Management, LLC

$6.37 Billion
Q1 2024

A detailed history of Evercore Wealth Management, LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,079 shares of AMP stock, worth $468,145. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,079

Previous 1,088 0.83%

Holding current value

$468,145

Previous $413,000 14.53%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$372.06 - $438.44 $3,348 - $3,945	-9 Reduced 0.83%	1,079 $473,000
Q4 2023 Feb 14, 2024	BUY	$307.14 - $381.62 $1,842 - $2,289	6 Added 0.55%	1,088 $413,000
Q3 2023 Nov 14, 2023	SELL	$326.95 - $356.9 $18,309 - $19,986	-56 Reduced 4.92%	1,082 $356,000
Q2 2023 Aug 04, 2023	BUY	$282.02 - $332.16 $51,891 - $61,117	184 Added 19.29%	1,138 $377,000
Q1 2023 May 15, 2023	BUY	$281.43 - $355.33 $3,095 - $3,908	11 Added 1.17%	954 $292,000

Q4 2022 Feb 14, 2023	BUY	$257.84 - $332.52 $3,094 - $3,990	12 Added 1.29%	943 $293,000
Q3 2022 Nov 14, 2022	BUY	$223.12 - $291.83 $15,618 - $20,428	70 Added 8.13%	931 $234,000
Q2 2022 Aug 15, 2022	SELL	$235.1 - $300.84 $4,702 - $6,016	-20 Reduced 2.27%	861 $205,000
Q1 2022 May 16, 2022	SELL	$261.39 - $328.58 $5,489 - $6,900	-21 Reduced 2.33%	881 $265,000
Q3 2021 Nov 15, 2021	SELL	$238.11 - $277.6 $22,620 - $26,372	-95 Reduced 9.53%	902 $239,000
Q2 2021 Aug 16, 2021	SELL	$235.41 - $265.65 $14,830 - $16,735	-63 Reduced 5.94%	997 $248,000
Q1 2021 May 17, 2021	SELL	$187.01 - $232.8 $17,578 - $21,883	-94 Reduced 8.15%	1,060 $246,000
Q4 2020 Feb 16, 2021	SELL	$155.31 - $196.28 $24,228 - $30,619	-156 Reduced 11.91%	1,154 $224,000
Q3 2020 Nov 16, 2020	BUY	$143.29 - $162.55 $187,709 - $212,940	1,310 New	1,310 $201,000
Q1 2020 May 14, 2020	SELL	$82.88 - $179.72 $112,633 - $244,239	-1,359 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$129.21 - $168.43 $2,842 - $3,705	-22 Reduced 1.59%	1,359 $227,000
Q3 2019 Nov 14, 2019	SELL	$122.4 - $151.47 $27,907 - $34,535	-228 Reduced 14.17%	1,381 $203,000
Q2 2019 Aug 13, 2019	SELL	$132.68 - $153.53 $78,148 - $90,429	-589 Reduced 26.8%	1,609 $233,000
Q1 2019 May 14, 2019	BUY	$105.1 - $134.89 $231,009 - $296,488	2,198 New	2,198 $282,000
Q4 2018 Feb 13, 2019	SELL	$97.58 - $151.97 $168,520 - $262,452	-1,727 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$136.27 - $149.99 $27,526 - $30,297	202 Added 13.25%	1,727 $255,000
Q2 2018 Aug 14, 2018	SELL	$131.49 - $148.75 $412,089 - $466,182	-3,134 Reduced 67.27%	1,525 $214,000
Q3 2017 Nov 13, 2017	BUY	$132.16 - $148.8 $615,733 - $693,259	4,659	4,659 $692,000

Others Institutions Holding AMP

# of Institutions

1,315

Shares Held

81.1M

Call Options Held

226K

Put Options Held

188K

View Full List

About AMERIPRISE FINANCIAL INC

Ticker AMP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 106,700,000
Market Cap $46.3B
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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Evercore Wealth Management, LLC Ameriprise Financial Inc Transaction History