Latest Institutional Purchases of Ameriprise Financial Inc (AMP)
This list provides information on the latest institutional transactions involving Ameriprise Financial Inc (AMP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
64+ 13.88% |
$30.2K - $36.8K
|
525
$283K
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
63+ 18.75% |
$29.8K - $36.2K
|
399
$215K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
61+ 3.18% |
$28.8K - $35.1K
|
1.98K
$1.07M
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
60+ 3.49% |
$28.3K - $34.5K
|
1.78K
$959K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60New |
$28.3K - $34.5K
|
60
$32.4K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
58+ 2.39% |
$27.4K - $33.4K
|
2.49K
$1.34M
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
58+ 2.41% |
$27.4K - $33.4K
|
2.46K
$1.33M
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
56+ 0.56% |
$26.4K - $32.2K
|
10K
$5.42M
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
53+ 2.19% |
$25K - $30.5K
|
2.47K
$1.33M
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
53+ 10.6% |
$25K - $30.5K
|
553
$298K
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
52+ 2.28% |
$24.6K - $29.9K
|
2.33K
$1.26M
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
52+ 10.42% |
$24.6K - $29.9K
|
551
$297K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
51+ 566.67% |
$24.1K - $29.3K
|
60
$32.4K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
51+ 6.43% |
$24.1K - $29.3K
|
844
$455K
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
51+ 8.85% |
$24.1K - $29.3K
|
627
$338K
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
50+ 30.3% |
$23.6K - $28.8K
|
215
$116K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
50New |
$23.6K - $28.8K
|
50
$27K
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
49+ 100.0% |
$23.1K - $28.2K
|
98
$52.9K
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
49New |
$23.1K - $28.2K
|
49
$26.4K
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
49+ 7.24% |
$23.1K - $28.2K
|
726
$392K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
49+ 3.96% |
$23.1K - $28.2K
|
1.29K
$694K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48+ 0.35% |
$22.7K - $27.6K
|
13.7K
$7.42M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
47+ 6.07% |
$22.2K - $27K
|
821
$443K
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
46+ 1.34% |
$21.7K - $26.5K
|
3.49K
$1.88M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
46+ 68.66% |
$21.7K - $26.5K
|
113
$61K
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
44+ 2.51% |
$20.8K - $25.3K
|
1.8K
$969K
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
44+ 3.86% |
$20.8K - $25.3K
|
1.18K
$639K
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
43+ 47.25% |
$20.3K - $24.7K
|
134
$72.3K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
42+ 2.62% |
$19.8K - $24.2K
|
1.64K
$887K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
42+ 10.12% |
$19.8K - $24.2K
|
457
$247K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
42+ 4.54% |
$19.8K - $24.2K
|
968
$522K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
41+ 2.64% |
$19.4K - $23.6K
|
1.6K
$860K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
40+ 2000.0% |
$18.9K - $23K
|
42
$22.7K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
40+ 1.67% |
$18.9K - $23K
|
2.44K
$1.32M
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
40+ 3.16% |
$18.9K - $23K
|
1.31K
$705K
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
40+ 1.36% |
$18.9K - $23K
|
2.97K
$1.6M
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
39+ 6.87% |
$18.4K - $22.4K
|
607
$327K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
39+ 7.65% |
$18.4K - $22.4K
|
549
$296K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
38New |
$17.9K - $21.9K
|
38
$20.5K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
38+ 9.45% |
$17.9K - $21.9K
|
440
$237K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
38+ 5.52% |
$17.9K - $21.9K
|
727
$392K
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
38+ 4.94% |
$17.9K - $21.9K
|
808
$436K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
37+ 3.27% |
$17.5K - $21.3K
|
1.17K
$630K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35+ 1.14% |
$16.5K - $20.1K
|
3.1K
$1.67M
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
35+ 0.13% |
$16.5K - $20.1K
|
26.2K
$14.1M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
33New |
$15.6K - $19K
|
33
$17.8K
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
33+ 6.38% |
$15.6K - $19K
|
550
$297K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33+ 7.55% |
$15.6K - $19K
|
470
$254K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
33+ 1.79% |
$15.6K - $19K
|
1.87K
$1.01M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32+ 5.03% |
$15.1K - $18.4K
|
668
$360K
|