Purchases and Sales Made in Q1 2025 in Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP) during Q1 2025. 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 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
30+ 1.59% |
$14.2K - $17.3K
|
1.91K
$990K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
29+ 580.0% |
$13.7K - $16.7K
|
34
$17.6K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
29+ 1.01% |
$13.7K - $16.7K
|
2.91K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
28+ 0.4% |
$13.2K - $16.1K
|
7.02K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
28+ 1.04% |
$13.2K - $16.1K
|
2.73K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
27+ 1.66% |
$12.8K - $15.5K
|
1.65K
$855K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
27+ 2.96% |
$12.8K - $15.5K
|
938
$485K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
27+ 7.28% |
$12.8K - $15.5K
|
398
$206K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
26+ 0.54% |
$12.3K - $15K
|
4.87K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
26+ 3.7% |
$12.3K - $15K
|
729
$377K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
25+ 4.27% |
$11.8K - $14.4K
|
610
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
24New |
$11.3K - $13.8K
|
24
$12.4K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
24New |
$11.3K - $13.8K
|
24
$12.4K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
24+ 4.95% |
$11.3K - $13.8K
|
509
$263K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
23+ 4.12% |
$10.9K - $13.2K
|
581
$300K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
22+ 1.27% |
$10.4K - $12.7K
|
1.76K
$910K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
21+ 1.55% |
$9.92K - $12.1K
|
1.37K
$710K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
21+ 3.04% |
$9.92K - $12.1K
|
712
$368K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
21+ 1.25% |
$9.92K - $12.1K
|
1.7K
$878K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
21New |
$9.92K - $12.1K
|
21
$10.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
20+ 3.55% |
$9.45K - $11.5K
|
584
$302K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
20+ 4.75% |
$9.45K - $11.5K
|
441
$228K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19+ 0.18% |
$8.97K - $10.9K
|
10.5K
$5.43M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
18+ 5.28% |
$8.5K - $10.4K
|
359
$186K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
18+ 1.46% |
$8.5K - $10.4K
|
1.25K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
18+ 42.86% |
$8.5K - $10.4K
|
60
$31K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18New |
$8.5K - $10.4K
|
18
$9.31K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
17+ 1.76% |
$8.03K - $9.78K
|
983
$508K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
17+ 2.91% |
$8.03K - $9.78K
|
602
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
17+ 1.9% |
$8.03K - $9.78K
|
913
$472K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
17+ 3.31% |
$8.03K - $9.78K
|
531
$275K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17+ 2.26% |
$8.03K - $9.78K
|
768
$397K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
17+ 14.05% |
$8.03K - $9.78K
|
138
$71.3K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 45.95% |
$8.03K - $9.78K
|
54
$27.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
16+ 23.88% |
$7.56K - $9.2K
|
83
$42.9K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
16+ 0.23% |
$7.56K - $9.2K
|
6.86K
$3.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
15+ 0.5% |
$7.08K - $8.63K
|
3.01K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
15+ 166.67% |
$7.08K - $8.63K
|
24
$12.4K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15+ 1.68% |
$7.08K - $8.63K
|
907
$469K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
14+ 0.42% |
$6.61K - $8.05K
|
3.39K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
14+ 66.67% |
$6.61K - $8.05K
|
35
$18.1K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
14+ 0.24% |
$6.61K - $8.05K
|
5.78K
$2.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
13+ 2.67% |
$6.14K - $7.48K
|
499
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12+ 0.93% |
$5.67K - $6.9K
|
1.31K
$675K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
12+ 1.47% |
$5.67K - $6.9K
|
826
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
12+ 1.35% |
$5.67K - $6.9K
|
904
$467K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
12New |
$5.67K - $6.9K
|
12
$6.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11+ 2.23% |
$5.2K - $6.33K
|
504
$261K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 6.4% |
$5.2K - $6.33K
|
183
$94.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
11+ 0.73% |
$5.2K - $6.33K
|
1.52K
$785K
|