Latest Institutional Transactions on Ameriprise Financial Inc (AMP)
This table provides information on the latest institutional transactions involving Ameriprise Financial Inc (AMP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-64- 27.95% |
$30.3K - $36.7K
|
165
$93K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4+ 0.6% |
$1.89K - $2.3K
|
674
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
173+ 22.07% |
$81.9K - $99.3K
|
957
$539K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 31.25% |
$2.37K - $2.87K
|
21
$11.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
65+ 9.22% |
$30.8K - $37.3K
|
770
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6- 1.69% |
$2.84K - $3.44K
|
348
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-273- 16.17% |
$129K - $157K
|
1.42K
$797K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
115+ 1.48% |
$54.4K - $66K
|
7.89K
$4.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
231+ 6.33% |
$109K - $133K
|
3.88K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-605- 9.21% |
$286K - $347K
|
5.96K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-184- 11.08% |
$87.1K - $106K
|
1.48K
$832K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 35.0% |
$3.31K - $4.02K
|
13
$7.32K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
548New |
$259K - $315K
|
548
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
69+ 0.41% |
$32.6K - $39.6K
|
16.8K
$9.47M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
350+ 22.61% |
$166K - $201K
|
1.9K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.56K- 5.5% |
$739K - $896K
|
26.8K
$15.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
204+ 24.55% |
$96.5K - $117K
|
1.04K
$583K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1- 0.11% |
$473 - $574
|
916
$516K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-128- 13.18% |
$60.6K - $73.5K
|
843
$475K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
43+ 9.21% |
$20.3K - $24.7K
|
510
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.22K+ 4.4% |
$1.05M - $1.27M
|
52.5K
$29.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
87New |
$41.2K - $49.9K
|
87
$49K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
21+ 2.7% |
$9.94K - $12.1K
|
798
$450K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10+ 1.09% |
$4.73K - $5.74K
|
930
$524K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-27- 3.13% |
$12.8K - $15.5K
|
837
$472K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.06K+ 4.2% |
$502K - $609K
|
26.3K
$14.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.35% |
$11.8K - $14.4K
|
7.17K
$4.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-55K- 98.67% |
$26M - $31.6M
|
740
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-50- 8.52% |
$23.7K - $28.7K
|
537
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-14- 5.28% |
$6.62K - $8.04K
|
251
$141K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
19+ 3.41% |
$8.99K - $10.9K
|
576
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 0.4% |
$946 - $1.15K
|
501
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-222- 14.56% |
$105K - $127K
|
1.3K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
25+ 2.98% |
$11.8K - $14.4K
|
863
$486K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
222+ 4.24% |
$105K - $127K
|
5.46K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
50+ 6.88% |
$23.7K - $28.7K
|
777
$438K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
38+ 4.92% |
$18K - $21.8K
|
811
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-96- 19.43% |
$45.4K - $55.1K
|
398
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-5- 0.33% |
$2.37K - $2.87K
|
1.51K
$849K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-43- 48.86% |
$20.3K - $24.7K
|
45
$25.4K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
705New |
$334K - $405K
|
705
$397K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
92+ 3.06% |
$43.5K - $52.8K
|
3.1K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-17- 0.11% |
$8.04K - $9.76K
|
15.3K
$8.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-314- 0.42% |
$149K - $180K
|
73.8K
$41.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
598+ 56.95% |
$283K - $343K
|
1.65K
$928K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
190+ 5.81% |
$89.9K - $109K
|
3.46K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-223- 4.35% |
$106K - $128K
|
4.9K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
406New |
$192K - $233K
|
406
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37+ 9.87% |
$17.5K - $21.2K
|
412
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
161+ 2.36% |
$76.2K - $92.4K
|
6.99K
$3.94M
|