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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.86K- 68.86% |
$1.63M - $2.06M
|
1.75K
$942K
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-650- 14.84% |
$274K - $347K
|
3.73K
$2.01M
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-375- 3.18% |
$158K - $200K
|
11.4K
$6.16M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.14% |
$844 - $1.07K
|
1.43K
$769K
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-6- 0.64% |
$2.53K - $3.2K
|
935
$504K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-10- 1.72% |
$4.22K - $5.34K
|
571
$308K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
87+ 28.34% |
$36.7K - $46.4K
|
394
$213K
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
28+ 0.04% |
$11.8K - $14.9K
|
77.1K
$41.6M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.85% |
$422 - $534
|
55
$29.7K
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-73- 6.08% |
$30.8K - $39K
|
1.13K
$609K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-641- 0.91% |
$271K - $342K
|
69.5K
$37.5M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-134- 3.2% |
$56.6K - $71.5K
|
4.06K
$2.19M
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7- 12.07% |
$2.96K - $3.74K
|
51
$27.5K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6New |
$2.53K - $3.2K
|
6
$3.24K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
98+ 46.23% |
$41.4K - $52.3K
|
310
$167K
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
52+ 5.5% |
$22K - $27.8K
|
998
$538K
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
454+ 20.88% |
$192K - $242K
|
2.63K
$1.42M
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
386New |
$163K - $206K
|
386
$208K
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-31- 5.31% |
$13.1K - $16.5K
|
553
$298K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-75- 1.7% |
$31.7K - $40K
|
4.34K
$2.34M
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
26+ 2.16% |
$11K - $13.9K
|
1.23K
$665K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-36- 7.55% |
$15.2K - $19.2K
|
441
$238K
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
2+ 0.23% |
$844 - $1.07K
|
877
$473K
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-20- 10.0% |
$8.44K - $10.7K
|
180
$97.1K
|
|
Q1 2025 | |||||||
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
14.1K+ 93.92% |
$6.66M - $8.1M
|
29.1K
$15.7M
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-700- 18.92% |
$331K - $403K
|
3K
$1.62M
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
3.71KNew |
$1.75M - $2.13M
|
3.71K
$2M
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-47- 5.88% |
$22.2K - $27K
|
752
$406K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1New |
$472 - $575
|
1
$539
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
4+ 0.25% |
$1.89K - $2.3K
|
1.6K
$863K
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-431Closed |
$204K - $248K
|
0
$0
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-4.7K- 26.11% |
$2.22M - $2.7M
|
13.3K
$7.17M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.27K+ 139.74% |
$601K - $732K
|
2.18K
$1.18M
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-11- 1.21% |
$5.2K - $6.33K
|
900
$486K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
175+ 4.93% |
$82.7K - $101K
|
3.73K
$2.01M
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-778- 52.28% |
$367K - $447K
|
710
$383K
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-27- 33.75% |
$12.8K - $15.5K
|
53
$28.6K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
307+ 262.39% |
$145K - $177K
|
424
$229K
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-307- 1.94% |
$145K - $177K
|
15.6K
$8.39M
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.02KNew |
$482K - $587K
|
1.02K
$550K
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-853- 19.37% |
$403K - $491K
|
3.55K
$1.92M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
21New |
$9.92K - $12.1K
|
21
$11.3K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-162- 9.26% |
$76.5K - $93.2K
|
1.59K
$857K
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
797K+ 55.04% |
$376M - $458M
|
2.24M
$1.21B
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-119- 18.36% |
$56.2K - $68.4K
|
529
$285K
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
548New |
$259K - $315K
|
548
$296K
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.23K- 17.52% |
$579K - $705K
|
5.77K
$3.11M
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
46+ 1.34% |
$21.7K - $26.5K
|
3.49K
$1.88M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
634+ 11.77% |
$299K - $365K
|
6.02K
$3.25M
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$945 - $1.15K
|
2
$1.08K
|