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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
BUY
|
- |
586New |
$180K - $224K
|
586
$316K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
1.07KNew |
$329K - $409K
|
1.07K
$578K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
63.4KNew |
$19.5M - $24.2M
|
63.4K
$34.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1+ 0.12% |
$307 - $382
|
819
$442K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
150New |
$46.1K - $57.2K
|
150
$80.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-100- 2.78% |
$30.7K - $38.2K
|
3.5K
$1.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
338New |
$104K - $129K
|
338
$182K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4New |
$1.23K - $1.53K
|
4
$2.16K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
56New |
$17.2K - $21.4K
|
56
$30.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-300- 3.77% |
$92.1K - $114K
|
7.66K
$4.13M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-667- 10.82% |
$205K - $255K
|
5.5K
$2.96M
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7+ 700.0% |
$2.29K - $2.5K
|
8
$4.32K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 50.0% |
$654 - $714
|
6
$3.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
111+ 8.19% |
$36.3K - $39.6K
|
1.47K
$791K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-266- 23.44% |
$87K - $94.9K
|
869
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
787New |
$257K - $281K
|
787
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
642New |
$210K - $229K
|
642
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
7New |
$2.29K - $2.5K
|
7
$3.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.33KNew |
$435K - $475K
|
1.33K
$719K
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
12.4KNew |
$4.05M - $4.43M
|
12.4K
$6.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-44- 2.28% |
$14.4K - $15.7K
|
1.89K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18.5KNew |
$6.06M - $6.62M
|
18.5K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-14- 35.9% |
$4.58K - $5K
|
25
$13.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
10New |
$3.27K - $3.57K
|
10
$5.39K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-728- 71.44% |
$238K - $260K
|
291
$157K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 8.33% |
$1.96K - $2.14K
|
78
$42.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
600+ 55.3% |
$196K - $214K
|
1.69K
$909K
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-48- 1.64% |
$15.7K - $17.1K
|
2.87K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-85- 1.8% |
$27.8K - $30.3K
|
4.63K
$2.5M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-356- 0.98% |
$116K - $127K
|
36K
$19.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-81- 8.17% |
$26.5K - $28.9K
|
910
$491K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8New |
$2.62K - $2.86K
|
8
$4.32K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
98+ 0.94% |
$32K - $35K
|
10.5K
$5.68M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
90New |
$29.4K - $32.1K
|
90
$48.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
16KNew |
$5.22M - $5.7M
|
16K
$8.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
93+ 1.76% |
$30.4K - $33.2K
|
5.38K
$2.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-276- 28.99% |
$90.2K - $98.5K
|
676
$365K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12- 1.07% |
$3.92K - $4.28K
|
1.11K
$598K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
5New |
$1.63K - $1.78K
|
5
$2.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-200- 3.45% |
$65.4K - $71.4K
|
5.6K
$3.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9+ 16.67% |
$2.94K - $3.21K
|
63
$34K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.16K- 53.35% |
$705K - $769K
|
1.89K
$1.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 2.6% |
$65.4K - $71.4K
|
7.5K
$4.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
94+ 10.34% |
$30.7K - $33.5K
|
1K
$541K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3New |
$981 - $1.07K
|
3
$1.62K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-243- 23.59% |
$79.4K - $86.7K
|
787
$425K
|
|
| Q2 2023 | |||||||
|
Jul 09, 2025
Q2 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-3.27KClosed |
$921K - $1.08M
|
0
$0
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12.4KClosed |
$3.49M - $4.11M
|
0
$0
|
|