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 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3- 0.05% |
$1.12K - $1.32K
|
6.63K
$3.43M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.31% |
$1.12K - $1.32K
|
977
$505K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3- 0.18% |
$1.12K - $1.32K
|
1.68K
$867K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 13.79% |
$1.49K - $1.75K
|
25
$12.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-4- 0.35% |
$1.49K - $1.75K
|
1.14K
$590K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-4- 0.3% |
$1.49K - $1.75K
|
1.32K
$683K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.66% |
$1.49K - $1.75K
|
606
$313K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4- 0.62% |
$1.49K - $1.75K
|
642
$332K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 40.0% |
$1.49K - $1.75K
|
6
$3.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.6% |
$1.86K - $2.19K
|
823
$425K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5- 0.48% |
$1.86K - $2.19K
|
1.03K
$530K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-5- 0.76% |
$1.86K - $2.19K
|
655
$339K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-5- 0.76% |
$1.86K - $2.19K
|
652
$337K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5Closed |
$1.86K - $2.19K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5- 0.62% |
$1.86K - $2.19K
|
804
$416K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-6- 1.13% |
$2.23K - $2.63K
|
526
$272K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-6- 0.32% |
$2.23K - $2.63K
|
1.88K
$974K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6- 1.18% |
$2.23K - $2.63K
|
502
$260K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6- 18.75% |
$2.23K - $2.63K
|
26
$13.4K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-6- 0.02% |
$2.23K - $2.63K
|
29.5K
$15.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7- 1.14% |
$2.6K - $3.07K
|
607
$314K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 1.07% |
$2.98K - $3.51K
|
738
$382K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-8- 1.2% |
$2.98K - $3.51K
|
659
$341K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8- 0.23% |
$2.98K - $3.51K
|
3.43K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-8- 0.27% |
$2.98K - $3.51K
|
2.92K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-8- 0.11% |
$2.98K - $3.51K
|
7.03K
$3.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
SELL
|
- |
-9- 0.1% |
$3.35K - $3.95K
|
8.95K
$4.62M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-9- 3.61% |
$3.35K - $3.95K
|
240
$124K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9- 20.45% |
$3.35K - $3.95K
|
35
$18.1K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-9- 0.83% |
$3.35K - $3.95K
|
1.08K
$558K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-10- 0.71% |
$3.72K - $4.38K
|
1.4K
$726K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-11- 6.71% |
$4.09K - $4.82K
|
153
$79.1K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-11- 1.74% |
$4.09K - $4.82K
|
621
$321K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 4.44% |
$4.46K - $5.26K
|
258
$133K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-12- 1.73% |
$4.46K - $5.26K
|
682
$353K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-12- 13.33% |
$4.46K - $5.26K
|
78
$40.3K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-12- 1.37% |
$4.46K - $5.26K
|
864
$447K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-13- 1.02% |
$4.84K - $5.7K
|
1.26K
$651K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 19.7% |
$4.84K - $5.7K
|
53
$27.4K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-13- 0.41% |
$4.84K - $5.7K
|
3.17K
$1.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-14- 1.62% |
$5.21K - $6.14K
|
851
$440K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-14- 1.14% |
$5.21K - $6.14K
|
1.21K
$627K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-14- 2.44% |
$5.21K - $6.14K
|
560
$290K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-14- 35.0% |
$5.21K - $6.14K
|
26
$13.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-15- 1.43% |
$5.58K - $6.58K
|
1.03K
$535K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15- 36.59% |
$5.58K - $6.58K
|
26
$13.4K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15- 0.62% |
$5.58K - $6.58K
|
2.4K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-15- 1.61% |
$5.58K - $6.58K
|
916
$474K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-16- 0.51% |
$5.95K - $7.02K
|
3.11K
$1.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-16- 14.68% |
$5.95K - $7.02K
|
93
$48.1K
|