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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
11+ 0.73% |
$5.2K - $6.33K
|
1.52K
$785K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
11+ 1.27% |
$5.2K - $6.33K
|
874
$452K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
11+ 1.86% |
$5.2K - $6.33K
|
603
$312K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
10+ 1.14% |
$4.72K - $5.75K
|
885
$458K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10+ 0.73% |
$4.72K - $5.75K
|
1.38K
$712K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10+ 0.55% |
$4.72K - $5.75K
|
1.83K
$948K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 2.02% |
$4.72K - $5.75K
|
505
$261K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
10+ 0.65% |
$4.72K - $5.75K
|
1.54K
$797K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10+ 1.0% |
$4.72K - $5.75K
|
1.02K
$525K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10+ 0.61% |
$4.72K - $5.75K
|
1.66K
$856K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
10+ 1.96% |
$4.72K - $5.75K
|
521
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9+ 37.5% |
$4.25K - $5.18K
|
33
$17.1K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9+ 1.94% |
$4.25K - $5.18K
|
472
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.57% |
$3.78K - $4.6K
|
1.42K
$736K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
8+ 1.78% |
$3.78K - $4.6K
|
457
$236K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8+ 0.71% |
$3.78K - $4.6K
|
1.13K
$586K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8+ 1.1% |
$3.78K - $4.6K
|
733
$379K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.4% |
$3.78K - $4.6K
|
1.99K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.22% |
$3.78K - $4.6K
|
3.68K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
7+ 4.17% |
$3.31K - $4.03K
|
175
$90.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 1.61% |
$3.31K - $4.03K
|
442
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
7New |
$3.31K - $4.03K
|
7
$3.62K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7+ 1.57% |
$3.31K - $4.03K
|
454
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7+ 0.97% |
$3.31K - $4.03K
|
730
$377K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7+ 5.07% |
$3.31K - $4.03K
|
145
$75K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
7+ 0.16% |
$3.31K - $4.03K
|
4.34K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7+ 0.24% |
$3.31K - $4.03K
|
2.98K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7+ 1.32% |
$3.31K - $4.03K
|
537
$278K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.71% |
$2.83K - $3.45K
|
846
$437K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6+ 2.2% |
$2.83K - $3.45K
|
279
$144K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6New |
$2.83K - $3.45K
|
6
$3.1K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
6+ 0.54% |
$2.83K - $3.45K
|
1.12K
$580K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6+ 1.02% |
$2.83K - $3.45K
|
593
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$2.36K - $2.88K
|
5
$2.59K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.72% |
$2.36K - $2.88K
|
701
$362K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 166.67% |
$2.36K - $2.88K
|
8
$4.14K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
5+ 0.02% |
$2.36K - $2.88K
|
20.1K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5+ 10.42% |
$2.36K - $2.88K
|
53
$27.4K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
5New |
$2.36K - $2.88K
|
5
$2.59K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.17% |
$2.36K - $2.88K
|
2.93K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5+ 1.05% |
$2.36K - $2.88K
|
483
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4+ 0.8% |
$1.89K - $2.3K
|
501
$259K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4+ 0.56% |
$1.89K - $2.3K
|
721
$373K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.69% |
$1.89K - $2.3K
|
584
$302K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
4New |
$1.89K - $2.3K
|
4
$2.07K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4+ 0.32% |
$1.89K - $2.3K
|
1.24K
$642K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
4+ 0.25% |
$1.89K - $2.3K
|
1.6K
$827K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.67% |
$1.42K - $1.73K
|
448
$232K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.52% |
$1.42K - $1.73K
|
578
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.64% |
$1.42K - $1.73K
|
472
$244K
|