Purchases and Sales Made in Q1 2023 in Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERIPRISE FINANCIAL INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.14% |
$563 - $711
|
1.48K
$799K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.25% |
$563 - $711
|
806
$434K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.42% |
$563 - $711
|
474
$255K
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
BUY
|
- |
2+ 0.03% |
$563 - $711
|
7.32K
$3.94M
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.12% |
$563 - $711
|
1.61K
$870K
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1New |
$281 - $355
|
1
$539
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.13% |
$281 - $355
|
789
$425K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.12% |
$281 - $355
|
838
$451K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1New |
$281 - $355
|
1
$539
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.28% |
$281 - $355
|
79
$42.6K
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-1- 0.11% |
$281 - $355
|
876
$472K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.12% |
$281 - $355
|
838
$451K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1- 1.89% |
$281 - $355
|
52
$28K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2- 0.1% |
$563 - $711
|
1.93K
$1.04M
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 0.7% |
$563 - $711
|
282
$152K
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.48% |
$563 - $711
|
418
$225K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2- 16.67% |
$563 - $711
|
10
$5.39K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 16.67% |
$844 - $1.07K
|
15
$8.08K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 15.0% |
$844 - $1.07K
|
17
$9.16K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 3.16% |
$844 - $1.07K
|
92
$49.6K
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-3- 0.32% |
$844 - $1.07K
|
947
$510K
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4- 36.36% |
$1.13K - $1.42K
|
7
$3.77K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 1.29% |
$1.13K - $1.42K
|
307
$165K
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 40.0% |
$1.13K - $1.42K
|
6
$3.23K
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5- 11.11% |
$1.41K - $1.78K
|
40
$21.6K
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-5- 0.28% |
$1.41K - $1.78K
|
1.77K
$951K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-6- 40.0% |
$1.69K - $2.13K
|
9
$4.85K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 5.88% |
$1.69K - $2.13K
|
96
$51.7K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-6- 9.23% |
$1.69K - $2.13K
|
59
$31.8K
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-6- 2.25% |
$1.69K - $2.13K
|
261
$141K
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-6- 0.19% |
$1.69K - $2.13K
|
3.23K
$1.74M
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-6- 0.87% |
$1.69K - $2.13K
|
684
$369K
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-7- 0.28% |
$1.97K - $2.49K
|
2.49K
$1.34M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7- 0.5% |
$1.97K - $2.49K
|
1.4K
$752K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-8- 10.0% |
$2.25K - $2.84K
|
72
$38.8K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-10Closed |
$2.81K - $3.55K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 0.98% |
$2.81K - $3.55K
|
1.01K
$542K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10- 1.48% |
$2.81K - $3.55K
|
664
$358K
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-11- 0.73% |
$3.1K - $3.91K
|
1.5K
$808K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-12- 0.26% |
$3.38K - $4.26K
|
4.69K
$2.53M
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-12- 0.48% |
$3.38K - $4.26K
|
2.48K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-12- 0.8% |
$3.38K - $4.26K
|
1.48K
$797K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-12- 1.2% |
$3.38K - $4.26K
|
991
$534K
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-12- 0.21% |
$3.38K - $4.26K
|
5.64K
$3.04M
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-12- 0.48% |
$3.38K - $4.26K
|
2.48K
$1.34M
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-12- 0.24% |
$3.38K - $4.26K
|
4.96K
$2.67M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13- 2.64% |
$3.66K - $4.62K
|
479
$258K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-13- 1.05% |
$3.66K - $4.62K
|
1.23K
$663K
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-14- 22.95% |
$3.94K - $4.97K
|
47
$25.3K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-15- 2.19% |
$4.22K - $5.33K
|
669
$360K
|