Institutional Ownership Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP). We have compiled data on the 1,366 institutions that hold shares in the stock, with a total of 80.5 Million shares, which have been reported (via 13F filing form) to have a value of $46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,433
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Added 42.11%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
2,424
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
2,356
shares
|
$1.35 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 19, 2024 Q2 2024 |
2,345
shares
|
$1.34 Million
0.87% of portfolio
|
Q2 2024
Added 3.49%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,282
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,249
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
2,206
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
2,181
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
2,177
shares
|
$1.25 Million
0.17% of portfolio
|
Q3 2024
Added 10.62%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
2,175
shares
|
$1.24 Million
0.21% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
2,174
shares
|
$1.24 Million
0.39% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
2,171
shares
|
$1.24 Million
0.15% of portfolio
|
Q3 2024
Added 19.61%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,163
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,155
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
2,150
shares
|
$1.23 Million
0.5% of portfolio
|
Q4 2023
Reduced 10.42%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
2,145
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,115
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
2,113
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
2,104
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 28.39%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
2,095
shares
|
$1.2 Million
0.26% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,048
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
2,046
shares
|
$1.17 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
2,027
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.94%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
2,025
shares
|
$1.16 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,023
shares
|
$1.16 Million
0.14% of portfolio
|
Q3 2024
Added 6.81%
|