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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q4 2023
|
Pacific Capital Partners LTD
London, |
BUY
|
- |
36+ 1.83% |
$11.1K - $13.7K
|
2K
$1.08M
|
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
438New |
$135K - $167K
|
438
$236K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12New |
$3.69K - $4.58K
|
12
$6.47K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.87K- 99.07% |
$880K - $1.09M
|
27
$14.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
10New |
$3.07K - $3.82K
|
10
$5.39K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-646- 50.0% |
$198K - $247K
|
646
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
19.4K+ 1562.63% |
$5.95M - $7.39M
|
20.6K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
34.6KNew |
$10.6M - $13.2M
|
34.6K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-74- 8.33% |
$22.7K - $28.2K
|
814
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.15KNew |
$353K - $439K
|
1.15K
$620K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
30New |
$9.21K - $11.4K
|
30
$16.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
9.34K+ 5.66% |
$2.87M - $3.56M
|
174K
$94M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
16.5KNew |
$5.07M - $6.3M
|
16.5K
$8.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$2.76K - $3.43K
|
9
$4.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 7.14% |
$307 - $382
|
15
$8.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
36New |
$11.1K - $13.7K
|
36
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-2.35K- 26.97% |
$722K - $897K
|
6.36K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
60New |
$18.4K - $22.9K
|
60
$32.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-13- 1.91% |
$3.99K - $4.96K
|
667
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
6New |
$1.84K - $2.29K
|
6
$3.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.02KNew |
$313K - $389K
|
1.02K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
2.45KNew |
$752K - $935K
|
2.45K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
191New |
$58.7K - $72.9K
|
191
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
175New |
$53.7K - $66.8K
|
175
$94.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
45New |
$13.8K - $17.2K
|
45
$24.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 33.33% |
$3.07K - $3.82K
|
20
$10.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.07KNew |
$942K - $1.17M
|
3.07K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
120+ 8.11% |
$36.9K - $45.8K
|
1.6K
$863K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 1.14% |
$614 - $763
|
177
$95.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.57K+ 105.87% |
$482K - $598K
|
3.05K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
24New |
$7.37K - $9.16K
|
24
$12.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
560New |
$172K - $214K
|
560
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-125- 6.34% |
$38.4K - $47.7K
|
1.85K
$996K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3New |
$921 - $1.14K
|
3
$1.62K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.87KNew |
$576K - $715K
|
1.87K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-446- 7.25% |
$137K - $170K
|
5.7K
$3.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.19KNew |
$981K - $1.22M
|
3.19K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
530New |
$163K - $202K
|
530
$286K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
19New |
$5.84K - $7.25K
|
19
$10.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.51K+ 256.6% |
$2.31M - $2.87M
|
10.4K
$5.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-2.88K- 65.16% |
$885K - $1.1M
|
1.54K
$831K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
11+ 1.78% |
$3.38K - $4.2K
|
630
$340K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
567New |
$174K - $216K
|
567
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.49KNew |
$1.07M - $1.33M
|
3.49K
$1.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-39- 1.43% |
$12K - $14.9K
|
2.68K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.25% |
$307 - $382
|
403
$217K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
89New |
$27.3K - $34K
|
89
$48K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
890New |
$273K - $340K
|
890
$480K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
147New |
$45.1K - $56.1K
|
147
$79.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
559New |
$172K - $213K
|
559
$302K
|