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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
21+ 12.73% |
$5.41K - $6.98K
|
186
$105K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
70New |
$18K - $23.3K
|
70
$39.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
649New |
$167K - $216K
|
649
$366K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
720New |
$186K - $239K
|
720
$406K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-127- 10.71% |
$32.7K - $42.2K
|
1.06K
$597K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
200New |
$51.6K - $66.5K
|
200
$113K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
650New |
$168K - $216K
|
650
$366K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-77- 54.61% |
$19.9K - $25.6K
|
64
$36.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
121New |
$31.2K - $40.2K
|
121
$68.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-110- 50.0% |
$28.4K - $36.6K
|
110
$62K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
4New |
$1.03K - $1.33K
|
4
$2.25K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.43K- 74.02% |
$883K - $1.14M
|
1.2K
$677K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-396- 27.1% |
$102K - $132K
|
1.07K
$600K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9New |
$2.32K - $2.99K
|
9
$5.07K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
46New |
$11.9K - $15.3K
|
46
$25.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
58New |
$15K - $19.3K
|
58
$32.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
201New |
$51.8K - $66.8K
|
201
$113K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
37New |
$9.54K - $12.3K
|
37
$20.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
260New |
$67K - $86.5K
|
260
$146K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6New |
$1.55K - $2K
|
6
$3.38K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-40- 1.38% |
$10.3K - $13.3K
|
2.85K
$1.61M
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-826- 6.27% |
$184K - $241K
|
12.3K
$6.95M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-16- 0.08% |
$3.57K - $4.67K
|
19.5K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Interval Partners, LP
New York, NY |
BUY
|
- |
7.5K+ 35.63% |
$1.67M - $2.19M
|
28.5K
$16.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-6- 75.0% |
$1.34K - $1.75K
|
2
$1.13K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
296+ 4.48% |
$66K - $86.4K
|
6.91K
$3.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.65KClosed |
$591K - $773K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-382- 4.39% |
$85.2K - $111K
|
8.31K
$4.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1- 3.45% |
$223 - $292
|
28
$15.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-18- 0.43% |
$4.02K - $5.25K
|
4.21K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.61KNew |
$359K - $470K
|
1.61K
$908K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
641+ 0.31% |
$143K - $187K
|
209K
$118M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.29KClosed |
$289K - $378K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-185Closed |
$41.3K - $54K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
3.23K+ 51.39% |
$721K - $943K
|
9.52K
$5.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.88K+ 142.59% |
$418K - $547K
|
3.19K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
42New |
$9.37K - $12.3K
|
42
$23.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
922New |
$206K - $269K
|
922
$519K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
16New |
$3.57K - $4.67K
|
16
$9.01K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-450- 6.79% |
$100K - $131K
|
6.18K
$3.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
756+ 0.17% |
$169K - $221K
|
451K
$254M
|
|
|
Nov 09, 2022
Q3 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
15KNew |
$3.35M - $4.38M
|
15K
$8.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
7New |
$1.56K - $2.04K
|
7
$3.94K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
913New |
$204K - $266K
|
913
$514K
|
|
|
Nov 08, 2022
Q3 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
800New |
$178K - $233K
|
800
$451K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-524- 98.13% |
$117K - $153K
|
10
$5.63K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
71New |
$15.8K - $20.7K
|
71
$40K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
96+ 10.64% |
$21.4K - $28K
|
998
$562K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 25.0% |
$1.34K - $1.75K
|
30
$16.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 3.03% |
$223 - $292
|
32
$18K
|
|