Purchases and Sales Made in Q2 2023 in Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$282 - $332
|
1.38K
$748K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.12% |
$282 - $332
|
864
$469K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
1+ 0.11% |
$282 - $332
|
877
$477K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.05% |
$282 - $332
|
2.11K
$1.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2- 28.57% |
$564 - $664
|
5
$2.72K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2- 0.15% |
$564 - $664
|
1.32K
$719K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2- 0.21% |
$564 - $664
|
948
$515K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-2- 0.29% |
$564 - $664
|
682
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 13.79% |
$1.13K - $1.33K
|
25
$13.6K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 40.0% |
$1.13K - $1.33K
|
6
$3.26K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 0.04% |
$1.13K - $1.33K
|
9.92K
$5.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-4- 0.47% |
$1.13K - $1.33K
|
851
$462K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-4- 6.9% |
$1.13K - $1.33K
|
54
$29.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-5- 2.04% |
$1.41K - $1.66K
|
240
$130K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5- 20.0% |
$1.41K - $1.66K
|
20
$10.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 1.78% |
$1.41K - $1.66K
|
276
$150K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5- 0.38% |
$1.41K - $1.66K
|
1.31K
$711K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-5- 1.05% |
$1.41K - $1.66K
|
469
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6- 0.61% |
$1.69K - $1.99K
|
985
$535K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-6- 2.26% |
$1.69K - $1.99K
|
260
$141K
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-6- 0.68% |
$1.69K - $1.99K
|
881
$479K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-7- 0.19% |
$1.97K - $2.33K
|
3.74K
$2.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-8- 2.07% |
$2.26K - $2.66K
|
378
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-8- 0.25% |
$2.26K - $2.66K
|
3.22K
$1.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 1.0% |
$2.26K - $2.66K
|
790
$429K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-8- 0.35% |
$2.26K - $2.66K
|
2.31K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-10- 0.78% |
$2.82K - $3.32K
|
1.26K
$687K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-12- 0.32% |
$3.38K - $3.99K
|
3.72K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-12- 1.61% |
$3.38K - $3.99K
|
734
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-12- 0.36% |
$3.38K - $3.99K
|
3.3K
$1.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13- 1.41% |
$3.67K - $4.32K
|
906
$492K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-13- 3.66% |
$3.67K - $4.32K
|
342
$186K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-14- 5.51% |
$3.95K - $4.65K
|
240
$130K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-14- 0.79% |
$3.95K - $4.65K
|
1.75K
$951K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-15- 1.44% |
$4.23K - $4.98K
|
1.03K
$560K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-17- 1.19% |
$4.79K - $5.65K
|
1.41K
$765K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-17- 1.19% |
$4.79K - $5.65K
|
1.41K
$765K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 4.07% |
$4.79K - $5.65K
|
401
$218K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-18- 1.09% |
$5.08K - $5.98K
|
1.64K
$890K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-19- 0.75% |
$5.36K - $6.31K
|
2.51K
$1.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-20- 1.29% |
$5.64K - $6.64K
|
1.53K
$831K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-20- 0.78% |
$5.64K - $6.64K
|
2.54K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-20- 0.29% |
$5.64K - $6.64K
|
6.98K
$3.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-20- 1.21% |
$5.64K - $6.64K
|
1.64K
$888K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-21- 0.97% |
$5.92K - $6.98K
|
2.14K
$1.16M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-21- 53.85% |
$5.92K - $6.98K
|
18
$9.78K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22- 1.68% |
$6.2K - $7.31K
|
1.29K
$698K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-22- 1.5% |
$6.2K - $7.31K
|
1.45K
$786K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-23- 2.01% |
$6.49K - $7.64K
|
1.12K
$608K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-24- 5.08% |
$6.77K - $7.97K
|
448
$243K
|