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 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26+ 0.61% |
$7.32K - $9.24K
|
4.32K
$2.05M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
26+ 17.22% |
$7.32K - $9.24K
|
177
$83.9K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
26New |
$7.32K - $9.24K
|
26
$12.3K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
25+ 1.11% |
$7.04K - $8.88K
|
2.27K
$1.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25+ 1.73% |
$7.04K - $8.88K
|
1.47K
$696K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
25+ 12.02% |
$7.04K - $8.88K
|
233
$110K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
25+ 2.72% |
$7.04K - $8.88K
|
945
$448K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
25New |
$7.04K - $8.88K
|
25
$11.9K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
23+ 0.33% |
$6.47K - $8.17K
|
7.04K
$3.34M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
23+ 2.06% |
$6.47K - $8.17K
|
1.14K
$541K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
21+ 1.83% |
$5.91K - $7.46K
|
1.17K
$553K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21+ 1.37% |
$5.91K - $7.46K
|
1.55K
$735K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
20+ 1.56% |
$5.63K - $7.11K
|
1.3K
$617K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
19+ 475.0% |
$5.35K - $6.75K
|
23
$10.9K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
17New |
$4.78K - $6.04K
|
17
$8.06K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
16+ 0.41% |
$4.5K - $5.69K
|
3.92K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
16+ 0.63% |
$4.5K - $5.69K
|
2.56K
$1.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
15+ 4.48% |
$4.22K - $5.33K
|
350
$166K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
14+ 1.27% |
$3.94K - $4.97K
|
1.12K
$530K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
13+ 2.23% |
$3.66K - $4.62K
|
597
$283K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13New |
$3.66K - $4.62K
|
13
$6.16K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 260.0% |
$3.66K - $4.62K
|
18
$8.53K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$3.38K - $4.26K
|
12
$5.69K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
11+ 1.17% |
$3.1K - $3.91K
|
954
$452K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
11+ 1.26% |
$3.1K - $3.91K
|
887
$421K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
10+ 6.17% |
$2.81K - $3.55K
|
172
$81.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 2.99% |
$2.81K - $3.55K
|
345
$164K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
10+ 0.76% |
$2.81K - $3.55K
|
1.33K
$631K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
10+ 1.49% |
$2.81K - $3.55K
|
679
$322K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8+ 0.48% |
$2.25K - $2.84K
|
1.67K
$794K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8New |
$2.25K - $2.84K
|
8
$3.79K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
7+ 0.17% |
$1.97K - $2.49K
|
4.24K
$2.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 0.73% |
$1.97K - $2.49K
|
965
$457K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
7+ 0.36% |
$1.97K - $2.49K
|
1.97K
$933K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7New |
$1.97K - $2.49K
|
7
$3.32K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
6+ 0.74% |
$1.69K - $2.13K
|
813
$385K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
6+ 2.31% |
$1.69K - $2.13K
|
266
$126K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 25.0% |
$1.41K - $1.78K
|
25
$11.9K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
5+ 2.08% |
$1.41K - $1.78K
|
245
$116K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
5+ 0.59% |
$1.41K - $1.78K
|
855
$405K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4+ 0.88% |
$1.13K - $1.42K
|
461
$219K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4New |
$1.13K - $1.42K
|
4
$1.9K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4New |
$1.13K - $1.42K
|
4
$1.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.21% |
$1.13K - $1.42K
|
1.89K
$895K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3+ 0.01% |
$844 - $1.07K
|
22K
$10.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3+ 0.14% |
$844 - $1.07K
|
2.1K
$993K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3+ 0.19% |
$844 - $1.07K
|
1.62K
$767K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.42% |
$563 - $711
|
474
$225K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.14% |
$563 - $711
|
1.48K
$703K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.38% |
$563 - $711
|
524
$248K
|