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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-6- 75.0% |
$1.34K - $1.75K
|
2
$1.09K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
296+ 4.48% |
$66K - $86.4K
|
6.91K
$3.75M
|
|
|
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
$4.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1- 3.45% |
$223 - $292
|
28
$15.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-18- 0.43% |
$4.02K - $5.25K
|
4.21K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.61KNew |
$359K - $470K
|
1.61K
$875K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
641+ 0.31% |
$143K - $187K
|
209K
$114M
|
|
|
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
$5.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.88K+ 142.59% |
$418K - $547K
|
3.19K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
42New |
$9.37K - $12.3K
|
42
$22.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
922New |
$206K - $269K
|
922
$501K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
16New |
$3.57K - $4.67K
|
16
$8.69K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-450- 6.79% |
$100K - $131K
|
6.18K
$3.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
756+ 0.17% |
$169K - $221K
|
451K
$245M
|
|
|
Nov 09, 2022
Q3 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
15KNew |
$3.35M - $4.38M
|
15K
$8.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
7New |
$1.56K - $2.04K
|
7
$3.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
913New |
$204K - $266K
|
913
$496K
|
|
|
Nov 08, 2022
Q3 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
800New |
$178K - $233K
|
800
$435K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-524- 98.13% |
$117K - $153K
|
10
$5.43K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
71New |
$15.8K - $20.7K
|
71
$38.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
96+ 10.64% |
$21.4K - $28K
|
998
$542K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 3.03% |
$223 - $292
|
32
$17.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
SELL
|
- |
-5.23K- 68.53% |
$1.17M - $1.53M
|
2.4K
$1.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
17.6KNew |
$3.94M - $5.15M
|
17.6K
$9.58M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
830New |
$185K - $242K
|
830
$451K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
300New |
$66.9K - $87.5K
|
300
$163K
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
840New |
$187K - $245K
|
840
$456K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-69- 25.94% |
$15.4K - $20.1K
|
197
$107K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.45K+ 100.21% |
$324K - $424K
|
2.91K
$1.58M
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
10New |
$2.23K - $2.92K
|
10
$5.43K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.51KNew |
$560K - $733K
|
2.51K
$1.36M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
19New |
$4.24K - $5.54K
|
19
$10.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
49+ 3.84% |
$10.9K - $14.3K
|
1.32K
$719K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3New |
$669 - $875
|
3
$1.63K
|
|
|
Oct 20, 2022
Q3 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
1.2KNew |
$268K - $350K
|
1.2K
$652K
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-40- 0.37% |
$8.92K - $11.7K
|
10.7K
$5.82M
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
23New |
$5.13K - $6.71K
|
23
$12.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.65KNew |
$367K - $480K
|
1.65K
$894K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-671- 16.96% |
$150K - $196K
|
3.29K
$1.79M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
75+ 1875.0% |
$16.7K - $21.9K
|
79
$42.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
25New |
$5.58K - $7.3K
|
25
$13.6K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-52Closed |
$12.2K - $15.6K
|
0
$0
|
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1Closed |
$235 - $301
|
0
$0
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
12+ 120.0% |
$2.82K - $3.61K
|
22
$12K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-779Closed |
$183K - $234K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-25Closed |
$5.88K - $7.52K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-435Closed |
$102K - $131K
|
0
$0
|
|