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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3+ 0.14% |
$844 - $1.07K
|
2.1K
$1.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
56New |
$15.8K - $19.9K
|
56
$30.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
33+ 15.07% |
$9.29K - $11.7K
|
252
$136K
|
|
| Q4 2022 | |||||||
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.12KClosed |
$805K - $1.04M
|
0
$0
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.55KNew |
$401K - $517K
|
1.55K
$838K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10New |
$2.58K - $3.33K
|
10
$5.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
8New |
$2.06K - $2.66K
|
8
$4.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.58K+ 330.26% |
$923K - $1.19M
|
4.66K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
15+ 11.54% |
$3.87K - $4.99K
|
145
$78.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
39.4KNew |
$10.2M - $13.1M
|
39.4K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-1.07K- 13.56% |
$276K - $356K
|
6.82K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
85New |
$21.9K - $28.3K
|
85
$45.9K
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
14K+ 140.0% |
$3.61M - $4.66M
|
24K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
1.71KNew |
$441K - $568K
|
1.71K
$922K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.89KNew |
$1M - $1.29M
|
3.89K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-180- 12.86% |
$46.4K - $59.9K
|
1.22K
$658K
|
|
|
Feb 13, 2023
Q4 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
8.45KNew |
$2.18M - $2.81M
|
8.45K
$4.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$25.8K - $33.3K
|
100
$53.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-165- 9.11% |
$42.5K - $54.9K
|
1.65K
$888K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
32New |
$8.25K - $10.6K
|
32
$17.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3- 0.37% |
$774 - $998
|
800
$432K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
684New |
$176K - $227K
|
684
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
2.18KNew |
$563K - $726K
|
2.18K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
28+ 3.23% |
$7.22K - $9.31K
|
894
$482K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
5New |
$1.29K - $1.66K
|
5
$2.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
96+ 3.12% |
$24.8K - $31.9K
|
3.18K
$1.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-963- 27.52% |
$248K - $320K
|
2.54K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
8.01KNew |
$2.07M - $2.66M
|
8.01K
$4.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
70New |
$18K - $23.3K
|
70
$37.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
708New |
$183K - $235K
|
708
$382K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
29New |
$7.48K - $9.64K
|
29
$15.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-236- 3.85% |
$60.9K - $78.5K
|
5.9K
$3.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-100- 79.37% |
$25.8K - $33.3K
|
26
$14K
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-9.12K- 89.3% |
$2.35M - $3.03M
|
1.09K
$590K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
21+ 12.73% |
$5.41K - $6.98K
|
186
$100K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
70New |
$18K - $23.3K
|
70
$37.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
649New |
$167K - $216K
|
649
$350K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
720New |
$186K - $239K
|
720
$388K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-127- 10.71% |
$32.7K - $42.2K
|
1.06K
$571K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
200New |
$51.6K - $66.5K
|
200
$108K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
650New |
$168K - $216K
|
650
$351K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-77- 54.61% |
$19.9K - $25.6K
|
64
$34.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
121New |
$31.2K - $40.2K
|
121
$65.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-110- 50.0% |
$28.4K - $36.6K
|
110
$59.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
4New |
$1.03K - $1.33K
|
4
$2.16K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.43K- 74.02% |
$883K - $1.14M
|
1.2K
$648K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-396- 27.1% |
$102K - $132K
|
1.07K
$575K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
46New |
$11.9K - $15.3K
|
46
$24.8K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
58New |
$15K - $19.3K
|
58
$31.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
201New |
$51.8K - $66.8K
|
201
$108K
|
|