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 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100+ 270.27% |
$37.2K - $43.8K
|
137
$70.8K
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
98+ 5.76% |
$36.5K - $43K
|
1.8K
$930K
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
96+ 4.03% |
$35.7K - $42.1K
|
2.48K
$1.28M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
95+ 4.37% |
$35.3K - $41.7K
|
2.27K
$1.17M
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
92+ 0.68% |
$34.2K - $40.3K
|
13.7K
$7.08M
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
92+ 1.44% |
$34.2K - $40.3K
|
6.5K
$3.36M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
92+ 9.73% |
$34.2K - $40.3K
|
1.04K
$537K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
91+ 5.15% |
$33.9K - $39.9K
|
1.86K
$961K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
88+ 2.96% |
$32.7K - $38.6K
|
3.06K
$1.58M
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
84+ 0.31% |
$31.3K - $36.8K
|
27.2K
$14.1M
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
83+ 2.09% |
$30.9K - $36.4K
|
4.05K
$2.1M
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
82+ 13.42% |
$30.5K - $36K
|
693
$358K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
80+ 7.37% |
$29.8K - $35.1K
|
1.17K
$603K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
80+ 10.85% |
$29.8K - $35.1K
|
817
$422K
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
78+ 2.55% |
$29K - $34.2K
|
3.14K
$1.62M
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
78+ 6.59% |
$29K - $34.2K
|
1.26K
$652K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77+ 1.05% |
$28.6K - $33.8K
|
7.41K
$3.83M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
77New |
$28.6K - $33.8K
|
77
$39.8K
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
77+ 4.67% |
$28.6K - $33.8K
|
1.73K
$893K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
77+ 2.87% |
$28.6K - $33.8K
|
2.76K
$1.43M
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
77+ 0.49% |
$28.6K - $33.8K
|
15.9K
$8.22M
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
75+ 133.93% |
$27.9K - $32.9K
|
131
$67.7K
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
75+ 3.07% |
$27.9K - $32.9K
|
2.52K
$1.3M
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
75+ 5.35% |
$27.9K - $32.9K
|
1.48K
$763K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
73New |
$27.2K - $32K
|
73
$37.7K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
73+ 2.38% |
$27.2K - $32K
|
3.14K
$1.62M
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
71+ 13.45% |
$26.4K - $31.1K
|
599
$310K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
70+ 41.67% |
$26K - $30.7K
|
238
$123K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
70+ 7000.0% |
$26K - $30.7K
|
71
$36.7K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
68+ 6.47% |
$25.3K - $29.8K
|
1.12K
$579K
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
68+ 12.5% |
$25.3K - $29.8K
|
612
$316K
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
67+ 10.55% |
$24.9K - $29.4K
|
702
$363K
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
67+ 12.52% |
$24.9K - $29.4K
|
602
$311K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
67+ 4.16% |
$24.9K - $29.4K
|
1.68K
$868K
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
66+ 3.42% |
$24.6K - $28.9K
|
2K
$1.03M
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
65+ 928.57% |
$24.2K - $28.5K
|
72
$37.2K
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
65+ 4.19% |
$24.2K - $28.5K
|
1.62K
$836K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
65New |
$24.2K - $28.5K
|
65
$33.6K
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
65+ 2.2% |
$24.2K - $28.5K
|
3.02K
$1.56M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63+ 0.74% |
$23.4K - $27.6K
|
8.6K
$4.44M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
62+ 10.47% |
$23.1K - $27.2K
|
654
$338K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
61+ 5.34% |
$22.7K - $26.7K
|
1.2K
$622K
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60+ 4.52% |
$22.3K - $26.3K
|
1.39K
$717K
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
60+ 8.76% |
$22.3K - $26.3K
|
745
$385K
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
60+ 5.56% |
$22.3K - $26.3K
|
1.14K
$589K
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
58+ 9.45% |
$21.6K - $25.4K
|
672
$347K
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
57+ 116.33% |
$21.2K - $25K
|
106
$54.8K
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
57+ 6.91% |
$21.2K - $25K
|
882
$456K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
57+ 7.73% |
$21.2K - $25K
|
794
$410K
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
56+ 8.79% |
$20.8K - $24.6K
|
693
$358K
|