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 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10- 1.95% |
$4.72K - $5.75K
|
503
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-10- 0.45% |
$4.72K - $5.75K
|
2.23K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-10- 1.25% |
$4.72K - $5.75K
|
788
$407K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10- 0.35% |
$4.72K - $5.75K
|
2.88K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-10- 1.57% |
$4.72K - $5.75K
|
625
$323K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-11- 1.85% |
$5.2K - $6.33K
|
584
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-11- 0.79% |
$5.2K - $6.33K
|
1.38K
$716K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-11- 18.97% |
$5.2K - $6.33K
|
47
$24.3K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-11- 1.21% |
$5.2K - $6.33K
|
900
$465K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-12- 2.67% |
$5.67K - $6.9K
|
438
$226K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-12- 0.43% |
$5.67K - $6.9K
|
2.76K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-13- 1.89% |
$6.14K - $7.48K
|
675
$349K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 20.9% |
$6.61K - $8.05K
|
53
$27.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-14- 1.24% |
$6.61K - $8.05K
|
1.11K
$574K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-14- 2.22% |
$6.61K - $8.05K
|
618
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14- 6.64% |
$6.61K - $8.05K
|
197
$102K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14- 0.33% |
$6.61K - $8.05K
|
4.23K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-14- 9.72% |
$6.61K - $8.05K
|
130
$67.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-15- 21.43% |
$7.08K - $8.63K
|
55
$28.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 7.69% |
$7.08K - $8.63K
|
180
$93.1K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-15- 2.15% |
$7.08K - $8.63K
|
683
$353K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15- 2.46% |
$7.08K - $8.63K
|
594
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-16- 1.66% |
$7.56K - $9.2K
|
948
$490K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-16- 3.23% |
$7.56K - $9.2K
|
480
$248K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16- 0.99% |
$7.56K - $9.2K
|
1.6K
$829K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-17- 3.7% |
$8.03K - $9.78K
|
443
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-17- 1.29% |
$8.03K - $9.78K
|
1.3K
$672K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-17- 0.78% |
$8.03K - $9.78K
|
2.17K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-17- 3.01% |
$8.03K - $9.78K
|
548
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-18- 0.32% |
$8.5K - $10.4K
|
5.53K
$2.86M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 0.5% |
$8.5K - $10.4K
|
3.59K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-18- 2.44% |
$8.5K - $10.4K
|
720
$372K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-20- 2.65% |
$9.45K - $11.5K
|
736
$381K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-20- 4.39% |
$9.45K - $11.5K
|
436
$225K
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-20- 11.76% |
$9.45K - $11.5K
|
150
$77.6K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-21- 0.68% |
$9.92K - $12.1K
|
3.06K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-22- 41.51% |
$10.4K - $12.7K
|
31
$16K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-22- 24.18% |
$10.4K - $12.7K
|
69
$35.7K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-23- 0.18% |
$10.9K - $13.2K
|
12.8K
$6.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-24- 5.47% |
$11.3K - $13.8K
|
415
$215K
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-24- 3.75% |
$11.3K - $13.8K
|
616
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-25- 1.87% |
$11.8K - $14.4K
|
1.32K
$680K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.26% |
$11.8K - $14.4K
|
1.08K
$559K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-25- 8.2% |
$11.8K - $14.4K
|
280
$145K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-25- 5.23% |
$11.8K - $14.4K
|
453
$234K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-25- 2.73% |
$11.8K - $14.4K
|
891
$461K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-25- 0.85% |
$11.8K - $14.4K
|
2.92K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-26- 23.42% |
$12.3K - $15K
|
85
$43.9K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-27- 33.75% |
$12.8K - $15.5K
|
53
$27.4K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-28- 20.29% |
$13.2K - $16.1K
|
110
$56.9K
|