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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-6- 0.32% |
$2.23K - $2.63K
|
1.88K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-6- 0.02% |
$2.23K - $2.63K
|
29.5K
$15.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6- 1.18% |
$2.23K - $2.63K
|
502
$270K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6- 18.75% |
$2.23K - $2.63K
|
26
$14K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-6- 1.13% |
$2.23K - $2.63K
|
526
$283K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7- 1.14% |
$2.6K - $3.07K
|
607
$327K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8- 0.23% |
$2.98K - $3.51K
|
3.43K
$1.85M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-8- 0.27% |
$2.98K - $3.51K
|
2.92K
$1.57M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 1.07% |
$2.98K - $3.51K
|
738
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-8- 1.2% |
$2.98K - $3.51K
|
659
$355K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-8- 0.11% |
$2.98K - $3.51K
|
7.03K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9- 20.45% |
$3.35K - $3.95K
|
35
$18.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
SELL
|
- |
-9- 0.1% |
$3.35K - $3.95K
|
8.95K
$4.82M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-9- 3.61% |
$3.35K - $3.95K
|
240
$129K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-9- 0.83% |
$3.35K - $3.95K
|
1.08K
$581K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-10- 0.71% |
$3.72K - $4.38K
|
1.4K
$756K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-11- 1.74% |
$4.09K - $4.82K
|
621
$335K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-11- 6.71% |
$4.09K - $4.82K
|
153
$82.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-12- 13.33% |
$4.46K - $5.26K
|
78
$42K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 4.44% |
$4.46K - $5.26K
|
258
$139K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-12- 1.37% |
$4.46K - $5.26K
|
864
$466K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-12- 1.73% |
$4.46K - $5.26K
|
682
$367K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 19.7% |
$4.84K - $5.7K
|
53
$28.6K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-13- 0.41% |
$4.84K - $5.7K
|
3.17K
$1.71M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-13- 1.02% |
$4.84K - $5.7K
|
1.26K
$679K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-14- 35.0% |
$5.21K - $6.14K
|
26
$14K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-14- 2.44% |
$5.21K - $6.14K
|
560
$302K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-14- 1.14% |
$5.21K - $6.14K
|
1.21K
$654K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-14- 1.62% |
$5.21K - $6.14K
|
851
$459K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15- 36.59% |
$5.58K - $6.58K
|
26
$14K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-15- 1.43% |
$5.58K - $6.58K
|
1.03K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15- 0.62% |
$5.58K - $6.58K
|
2.4K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-15- 1.61% |
$5.58K - $6.58K
|
916
$494K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-16- 14.68% |
$5.95K - $7.02K
|
93
$50.1K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-16- 0.85% |
$5.95K - $7.02K
|
1.87K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-16- 0.51% |
$5.95K - $7.02K
|
3.11K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-17- 2.13% |
$6.33K - $7.45K
|
783
$422K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-17- 0.67% |
$6.33K - $7.45K
|
2.54K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-18- 1.72% |
$6.7K - $7.89K
|
1.03K
$554K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 1.64% |
$6.7K - $7.89K
|
1.08K
$582K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-19- 1.78% |
$7.07K - $8.33K
|
1.05K
$564K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-20- 1.35% |
$7.44K - $8.77K
|
1.46K
$786K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-21- 3.0% |
$7.81K - $9.21K
|
680
$366K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-23- 1.4% |
$8.56K - $10.1K
|
1.62K
$870K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-23- 0.33% |
$8.56K - $10.1K
|
6.91K
$3.72M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-23- 0.46% |
$8.56K - $10.1K
|
5K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-24- 1.38% |
$8.93K - $10.5K
|
1.72K
$927K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-25- 8.33% |
$9.3K - $11K
|
275
$148K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-25- 0.78% |
$9.3K - $11K
|
3.18K
$1.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-25- 4.12% |
$9.3K - $11K
|
582
$314K
|