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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-36- 2.1% |
$14.1K - $16.9K
|
1.68K
$947K
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-19- 1.86% |
$7.44K - $8.93K
|
1K
$563K
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
401+ 49.81% |
$157K - $188K
|
1.21K
$679K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
356+ 11.05% |
$139K - $167K
|
3.58K
$2.02M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-10K- 26.91% |
$3.93M - $4.72M
|
27.3K
$15.4M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 2.9% |
$783 - $940
|
67
$37.7K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
9+ 1.4% |
$3.52K - $4.23K
|
652
$367K
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1+ 0.06% |
$392 - $470
|
1.61K
$905K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
7New |
$2.74K - $3.29K
|
7
$3.94K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2- 0.36% |
$783 - $940
|
561
$316K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-257- 2.63% |
$101K - $121K
|
9.5K
$5.35M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38+ 16.74% |
$14.9K - $17.9K
|
265
$149K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
96+ 28.4% |
$37.6K - $45.1K
|
434
$245K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
105+ 9.87% |
$41.1K - $49.3K
|
1.17K
$659K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
348+ 1.57% |
$136K - $163K
|
22.6K
$12.7M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
306New |
$120K - $144K
|
306
$172K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.42K+ 29.2% |
$1.34M - $1.61M
|
15.1K
$8.52M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-32- 2.76% |
$12.5K - $15K
|
1.13K
$636K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
48+ 9.32% |
$18.8K - $22.6K
|
563
$317K
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-184- 8.95% |
$72K - $86.4K
|
1.87K
$1.05M
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
44+ 34.11% |
$17.2K - $20.7K
|
173
$97.5K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-16- 1.4% |
$6.26K - $7.52K
|
1.13K
$634K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.76K- 75.85% |
$1.08M - $1.29M
|
877
$494K
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-21- 0.74% |
$8.22K - $9.87K
|
2.82K
$1.59M
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
47+ 213.64% |
$18.4K - $22.1K
|
69
$38.9K
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
SELL
|
- |
-3.91K- 49.99% |
$1.53M - $1.84M
|
3.91K
$2.2M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
209+ 10.62% |
$81.8K - $98.2K
|
2.18K
$1.23M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
482New |
$189K - $226K
|
482
$272K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-224- 7.15% |
$87.7K - $105K
|
2.91K
$1.64M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-36- 14.52% |
$14.1K - $16.9K
|
212
$119K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.06% |
$2.35K - $2.82K
|
9.89K
$5.57M
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
10+ 10.0% |
$3.92K - $4.7K
|
110
$62K
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-48- 1.31% |
$18.8K - $22.6K
|
3.62K
$2.04M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-213- 9.85% |
$83.4K - $100K
|
1.95K
$1.1M
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-312- 1.31% |
$122K - $147K
|
23.4K
$13.2M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-13- 0.7% |
$5.09K - $6.11K
|
1.85K
$1.04M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
620+ 110.71% |
$243K - $291K
|
1.18K
$665K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-22- 4.42% |
$8.61K - $10.3K
|
476
$268K
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
448New |
$175K - $210K
|
448
$252K
|
|
Q2 2024 | |||||||
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-600- 75.0% |
$245K - $265K
|
200
$113K
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-5.3K- 9.55% |
$2.16M - $2.34M
|
50.2K
$28.3M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2- 0.71% |
$815 - $884
|
280
$158K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17+ 212.5% |
$6.93K - $7.52K
|
25
$14.1K
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-77- 10.95% |
$31.4K - $34.1K
|
626
$353K
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
842New |
$343K - $372K
|
842
$474K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
280New |
$114K - $124K
|
280
$158K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
7.27K+ 559.15% |
$2.96M - $3.21M
|
8.57K
$4.83M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2+ 11.11% |
$815 - $884
|
20
$11.3K
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-150- 20.0% |
$61.2K - $66.3K
|
600
$338K
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-24- 0.76% |
$9.78K - $10.6K
|
3.14K
$1.77M
|