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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
564
shares
|
$323,719
0.03% of portfolio
|
Q4 2023
Reduced 14.67%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
564
shares
|
$323,719
0.02% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
563
shares
|
$323,145
0.02% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
563
shares
|
$323,145
0.07% of portfolio
|
Q2 2024
Reduced 6.32%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
561
shares
|
$321,997
0.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
560
shares
|
$321,423
0.05% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
559
shares
|
$320,849
0.02% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
557
shares
|
$319,701
0.1% of portfolio
|
Q2 2024
Reduced 42.16%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
553
shares
|
$317,405
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
551
shares
|
$316,257
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
550
shares
|
$315,683
0.01% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
550
shares
|
$315,683
0.04% of portfolio
|
Q3 2024
Reduced 30.38%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
549
shares
|
$315,109
0.13% of portfolio
|
Q3 2024
Added 25.06%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
548
shares
|
$314,535
0.15% of portfolio
|
Q3 2024
Reduced 15.56%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
548
shares
|
$314,535
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
546
shares
|
$313,387
0.01% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
546
shares
|
$313,387
0.14% of portfolio
|
Q2 2024
Reduced 4.38%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
543
shares
|
$311,665
0.05% of portfolio
|
Q1 2024
Reduced 15.81%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
540
shares
|
$309,943
0.17% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
538
shares
|
$308,795
0.17% of portfolio
|
Q3 2024
Reduced 18.11%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
534
shares
|
$306,499
0.02% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
531
shares
|
$304,778
0.03% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
530
shares
|
$304,204
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
526
shares
|
$301,908
0.01% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
524
shares
|
$300,760
0.11% of portfolio
|
Q3 2024
Added 1.75%
|