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 1,507 institutions that hold shares in the stock, with a total of 84 Million shares, which have been reported (via 13F filing form) to have a value of $45.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
907
shares
|
$489,299
0.03% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
907
shares
|
$489,299
0.04% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
901
shares
|
$486,062
0.17% of portfolio
|
Q1 2022
Reduced 62.47%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
900
shares
|
$485,523
0.01% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
892
shares
|
$481,207
0.02% of portfolio
|
Q2 2025
Reduced 40.21%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
891
shares
|
$480,667
0.01% of portfolio
|
Q1 2024
Added 2.18%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
891
shares
|
$480,667
0.1% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
890
shares
|
$480,128
0.01% of portfolio
|
Q4 2024
Reduced 25.77%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
889
shares
|
$479,588
0.02% of portfolio
|
Q1 2024
Reduced 77.53%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
May 14, 2025 Q1 2025 |
888
shares
|
$479,049
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
885
shares
|
$477,430
0.24% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
883
shares
|
$476,352
0.16% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
882
shares
|
$475,812
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
877
shares
|
$473,115
0.02% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
876
shares
|
$472,575
0.03% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
876
shares
|
$472,575
0.07% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
874
shares
|
$471,496
0.04% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
868
shares
|
$468,259
0.11% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
864
shares
|
$466,102
0.04% of portfolio
|
Q1 2025
Added 32.52%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
864
shares
|
$466,102
0.02% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
863
shares
|
$465,562
0.02% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
859
shares
|
$463,404
0.03% of portfolio
|
Q1 2022
Added 8.87%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
855
shares
|
$461,246
0.1% of portfolio
|
Q1 2023
Added 0.59%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
848
shares
|
$457,470
0.08% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
846
shares
|
$456,391
0.06% of portfolio
|
Q1 2025
Added 0.71%
|