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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
713
shares
|
$407,771
0.04% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
712
shares
|
$407,199
0.03% of portfolio
|
Q4 2023
Reduced 0.84%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
708
shares
|
$404,912
0.14% of portfolio
|
Q2 2024
Reduced 36.1%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
705
shares
|
$403,196
0.1% of portfolio
|
Q2 2024
Added 8.8%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
702
shares
|
$401,480
0.0% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
698
shares
|
$399,193
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
690
shares
|
$394,617
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
690
shares
|
$394,617
0.06% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
689
shares
|
$394,045
0.03% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
687
shares
|
$392,902
0.08% of portfolio
|
Q2 2023
Added 2.69%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
687
shares
|
$392,902
0.04% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
684
shares
|
$391,186
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
673
shares
|
$384,895
0.01% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
670
shares
|
$383,179
0.01% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
670
shares
|
$383,179
0.02% of portfolio
|
Q2 2024
Reduced 16.04%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
669
shares
|
$382,607
0.01% of portfolio
|
Q1 2024
Added 17.57%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
667
shares
|
$381,463
0.05% of portfolio
|
Q4 2023
Reduced 1.91%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
664
shares
|
$379,748
0.02% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
657
shares
|
$375,744
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
652
shares
|
$372,885
0.03% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
650
shares
|
$371,741
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
650
shares
|
$371,741
0.1% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
649
shares
|
$371,169
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
648
shares
|
$370,597
0.14% of portfolio
|
Q3 2024
Reduced 22.12%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
646
shares
|
$369,453
0.03% of portfolio
|
Q4 2023
Reduced 50.0%
|