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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
20+ 3.55% |
$9.45K - $11.5K
|
584
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
210+ 3.04% |
$99.2K - $121K
|
7.12K
$3.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.64% |
$1.42K - $1.73K
|
472
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.8K- 36.56% |
$5.12M - $6.24M
|
18.8K
$10.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12+ 0.93% |
$5.67K - $6.9K
|
1.31K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-75- 7.95% |
$35.4K - $43.1K
|
868
$468K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
481New |
$227K - $277K
|
481
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-16- 1.66% |
$7.56K - $9.2K
|
948
$511K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-79- 8.71% |
$37.3K - $45.4K
|
828
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2- 0.81% |
$945 - $1.15K
|
245
$132K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-332- 1.58% |
$157K - $191K
|
20.7K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
1.33KNew |
$627K - $763K
|
1.33K
$716K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
824New |
$389K - $474K
|
824
$445K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
38+ 4.94% |
$17.9K - $21.9K
|
808
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
255+ 21.63% |
$120K - $147K
|
1.43K
$774K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.52% |
$1.42K - $1.73K
|
578
$312K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2- 0.06% |
$945 - $1.15K
|
3.46K
$1.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.3% |
$472 - $575
|
338
$182K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.28K+ 110.92% |
$605K - $736K
|
2.43K
$1.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
552New |
$261K - $317K
|
552
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
46+ 68.66% |
$21.7K - $26.5K
|
113
$61K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-2.71K- 59.08% |
$1.28M - $1.56M
|
1.88K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-135- 20.12% |
$63.8K - $77.6K
|
536
$289K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
11+ 1.27% |
$5.2K - $6.33K
|
874
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
798+ 102.7% |
$377K - $459K
|
1.58K
$850K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-148- 1.87% |
$69.9K - $85.1K
|
7.78K
$4.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-108- 28.13% |
$51K - $62.1K
|
276
$149K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
433New |
$205K - $249K
|
433
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 4.82% |
$1.89K - $2.3K
|
79
$42.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-120- 1.52% |
$56.7K - $69K
|
7.77K
$4.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6- 0.43% |
$2.83K - $3.45K
|
1.4K
$756K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
931+ 3.54% |
$440K - $535K
|
27.2K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
121+ 1.72% |
$57.1K - $69.6K
|
7.14K
$3.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 7.69% |
$472 - $575
|
14
$7.55K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
118+ 11.64% |
$55.7K - $67.9K
|
1.13K
$611K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
25+ 4.27% |
$11.8K - $14.4K
|
610
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-30- 0.55% |
$14.2K - $17.3K
|
5.43K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.24KNew |
$584K - $711K
|
1.24K
$667K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-252- 1.04% |
$119K - $145K
|
23.9K
$12.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-7- 0.47% |
$3.31K - $4.03K
|
1.47K
$793K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
478New |
$226K - $275K
|
478
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
7.13KNew |
$3.37M - $4.1M
|
7.13K
$3.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-59- 10.07% |
$27.9K - $33.9K
|
527
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
283+ 6.24% |
$134K - $163K
|
4.82K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$472 - $575
|
1
$539
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-32- 1.69% |
$15.1K - $18.4K
|
1.86K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-437- 49.16% |
$206K - $251K
|
452
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
44+ 2.51% |
$20.8K - $25.3K
|
1.8K
$969K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-36- 22.64% |
$17K - $20.7K
|
123
$66.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
231+ 0.96% |
$109K - $133K
|
24.4K
$13.2M
|