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 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
84+ 0.31% |
$31.3K - $36.8K
|
27.2K
$14.7M
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
83+ 2.09% |
$30.9K - $36.4K
|
4.05K
$2.18M
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
82+ 13.42% |
$30.5K - $36K
|
693
$373K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
80+ 10.85% |
$29.8K - $35.1K
|
817
$440K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
80+ 7.37% |
$29.8K - $35.1K
|
1.17K
$628K
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
78+ 2.55% |
$29K - $34.2K
|
3.14K
$1.69M
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
78+ 6.59% |
$29K - $34.2K
|
1.26K
$679K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
77+ 2.87% |
$28.6K - $33.8K
|
2.76K
$1.49M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77+ 1.05% |
$28.6K - $33.8K
|
7.41K
$3.99M
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
77+ 4.67% |
$28.6K - $33.8K
|
1.73K
$930K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
77New |
$28.6K - $33.8K
|
77
$41.5K
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
77+ 0.49% |
$28.6K - $33.8K
|
15.9K
$8.57M
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
75+ 5.35% |
$27.9K - $32.9K
|
1.48K
$795K
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
75+ 3.07% |
$27.9K - $32.9K
|
2.52K
$1.36M
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
75+ 133.93% |
$27.9K - $32.9K
|
131
$70.6K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
73New |
$27.2K - $32K
|
73
$39.3K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
73+ 2.38% |
$27.2K - $32K
|
3.14K
$1.69M
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
71+ 13.45% |
$26.4K - $31.1K
|
599
$323K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
70+ 7000.0% |
$26K - $30.7K
|
71
$38.3K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
70+ 41.67% |
$26K - $30.7K
|
238
$128K
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
68+ 12.5% |
$25.3K - $29.8K
|
612
$330K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
68+ 6.47% |
$25.3K - $29.8K
|
1.12K
$603K
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
67+ 10.55% |
$24.9K - $29.4K
|
702
$378K
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
67+ 12.52% |
$24.9K - $29.4K
|
602
$324K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
67+ 4.16% |
$24.9K - $29.4K
|
1.68K
$905K
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
66+ 3.42% |
$24.6K - $28.9K
|
2K
$1.08M
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
65+ 2.2% |
$24.2K - $28.5K
|
3.02K
$1.63M
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
65+ 928.57% |
$24.2K - $28.5K
|
72
$38.8K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
65New |
$24.2K - $28.5K
|
65
$35K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
65+ 4.19% |
$24.2K - $28.5K
|
1.62K
$871K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63+ 0.74% |
$23.4K - $27.6K
|
8.6K
$4.63M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
62+ 10.47% |
$23.1K - $27.2K
|
654
$352K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
61+ 5.34% |
$22.7K - $26.7K
|
1.2K
$649K
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
60+ 5.56% |
$22.3K - $26.3K
|
1.14K
$614K
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
60+ 8.76% |
$22.3K - $26.3K
|
745
$401K
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60+ 4.52% |
$22.3K - $26.3K
|
1.39K
$747K
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
58+ 9.45% |
$21.6K - $25.4K
|
672
$362K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
57+ 7.73% |
$21.2K - $25K
|
794
$428K
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
57+ 116.33% |
$21.2K - $25K
|
106
$57.1K
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
57+ 6.91% |
$21.2K - $25K
|
882
$475K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
56New |
$20.8K - $24.6K
|
56
$30.2K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
56+ 7.98% |
$20.8K - $24.6K
|
758
$408K
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
56+ 8.79% |
$20.8K - $24.6K
|
693
$373K
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
54+ 0.35% |
$20.1K - $23.7K
|
15.3K
$8.26M
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
54+ 0.63% |
$20.1K - $23.7K
|
8.6K
$4.63M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53+ 0.22% |
$19.7K - $23.2K
|
23.8K
$12.8M
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
53+ 3.53% |
$19.7K - $23.2K
|
1.56K
$838K
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
52+ 2.55% |
$19.3K - $22.8K
|
2.09K
$1.13M
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
52+ 2.99% |
$19.3K - $22.8K
|
1.79K
$967K
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
50+ 2.94% |
$18.6K - $21.9K
|
1.75K
$944K
|