Purchases and Sales Made in Q1 2024 in Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
15+ 2.59% |
$5.58K - $6.58K
|
594
$320K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 0.64% |
$5.21K - $6.14K
|
2.19K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
14+ 0.23% |
$5.21K - $6.14K
|
6.19K
$3.34M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
14+ 2.49% |
$5.21K - $6.14K
|
576
$310K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
14+ 0.7% |
$5.21K - $6.14K
|
2.02K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 1.65% |
$4.84K - $5.7K
|
803
$433K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 1.05% |
$4.46K - $5.26K
|
1.15K
$620K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
11+ 0.63% |
$4.09K - $4.82K
|
1.77K
$952K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
11+ 0.07% |
$4.09K - $4.82K
|
15.6K
$8.39M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 1.16% |
$4.09K - $4.82K
|
960
$517K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11+ 1.15% |
$4.09K - $4.82K
|
968
$522K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
11+ 0.16% |
$4.09K - $4.82K
|
6.9K
$3.72M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10New |
$3.72K - $4.38K
|
10
$5.39K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10+ 125.0% |
$3.72K - $4.38K
|
18
$9.7K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10+ 0.26% |
$3.72K - $4.38K
|
3.82K
$2.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
10+ 0.49% |
$3.72K - $4.38K
|
2.05K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9+ 0.34% |
$3.35K - $3.95K
|
2.66K
$1.43M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
9New |
$3.35K - $3.95K
|
9
$4.85K
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
8+ 14.29% |
$2.98K - $3.51K
|
64
$34.5K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8New |
$2.98K - $3.51K
|
8
$4.31K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8+ 1.2% |
$2.98K - $3.51K
|
672
$362K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
8+ 0.57% |
$2.98K - $3.51K
|
1.41K
$761K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
8+ 5.93% |
$2.98K - $3.51K
|
143
$77K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
7+ 0.3% |
$2.6K - $3.07K
|
2.31K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7+ 25.0% |
$2.6K - $3.07K
|
35
$18.9K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6New |
$2.23K - $2.63K
|
6
$3.23K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6+ 66.67% |
$2.23K - $2.63K
|
15
$8.08K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6+ 0.16% |
$2.23K - $2.63K
|
3.68K
$1.98M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6+ 0.75% |
$2.23K - $2.63K
|
803
$433K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6+ 0.94% |
$2.23K - $2.63K
|
643
$346K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
5New |
$1.86K - $2.19K
|
5
$2.69K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.73% |
$1.86K - $2.19K
|
694
$374K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5+ 0.27% |
$1.86K - $2.19K
|
1.87K
$1.01M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5+ 0.49% |
$1.86K - $2.19K
|
1.02K
$548K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
5+ 0.63% |
$1.86K - $2.19K
|
804
$433K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5+ 0.8% |
$1.86K - $2.19K
|
631
$340K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5+ 1.47% |
$1.86K - $2.19K
|
345
$186K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.1% |
$1.49K - $1.75K
|
3.91K
$2.11M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4+ 0.14% |
$1.49K - $1.75K
|
2.81K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.81% |
$1.49K - $1.75K
|
499
$269K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4+ 8.89% |
$1.49K - $1.75K
|
49
$26.4K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3New |
$1.12K - $1.32K
|
3
$1.62K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 150.0% |
$1.12K - $1.32K
|
5
$2.69K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.47% |
$1.12K - $1.32K
|
643
$346K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3New |
$1.12K - $1.32K
|
3
$1.62K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3+ 0.2% |
$1.12K - $1.32K
|
1.54K
$830K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
2+ 0.24% |
$744 - $877
|
847
$456K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 11.76% |
$744 - $877
|
19
$10.2K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
2New |
$744 - $877
|
2
$1.08K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 14.29% |
$744 - $877
|
16
$8.62K
|