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 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.36K+ 1.3% |
$384K - $452K
|
106K
$57.1M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.3K+ 13.43% |
$367K - $432K
|
11K
$5.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.27K+ 82.09% |
$358K - $422K
|
2.82K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.24K+ 4.24% |
$351K - $413K
|
30.6K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.24KNew |
$349K - $412K
|
1.24K
$667K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.21K+ 9.78% |
$340K - $400K
|
13.5K
$7.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.2K+ 14.79% |
$338K - $398K
|
9.29K
$5M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.19K+ 1.39% |
$334K - $394K
|
86.6K
$46.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.17K+ 5.32% |
$329K - $388K
|
23.1K
$12.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.14KNew |
$322K - $380K
|
1.14K
$616K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.12K+ 7.1% |
$316K - $372K
|
16.9K
$9.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.12K+ 2.22% |
$316K - $372K
|
51.6K
$27.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.11KNew |
$314K - $370K
|
1.11K
$600K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.1KNew |
$311K - $367K
|
1.1K
$595K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.1KNew |
$311K - $366K
|
1.1K
$594K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 8.65% |
$306K - $361K
|
13.6K
$7.35M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.08K+ 36.85% |
$304K - $358K
|
4K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.04K+ 103.88% |
$294K - $346K
|
2.05K
$1.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.02K+ 71.69% |
$289K - $340K
|
2.45K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.01K+ 37.27% |
$285K - $336K
|
3.73K
$2.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.01K+ 33.1% |
$283K - $334K
|
4.04K
$2.18M
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1KNew |
$282K - $332K
|
1K
$539K
|
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
1KNew |
$282K - $332K
|
1K
$539K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
999+ 3.44% |
$282K - $332K
|
30.1K
$16.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
993+ 8.34% |
$280K - $330K
|
12.9K
$6.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
990+ 3.32% |
$279K - $329K
|
30.8K
$16.6M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
959+ 1.27% |
$270K - $319K
|
76.6K
$41.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
959+ 1.27% |
$270K - $319K
|
76.6K
$41.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
930New |
$262K - $309K
|
930
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
925+ 55.09% |
$261K - $307K
|
2.6K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
916New |
$258K - $304K
|
916
$493K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
882New |
$249K - $293K
|
882
$475K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
882New |
$249K - $293K
|
882
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
878+ 1.45% |
$248K - $292K
|
61.3K
$33M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
875New |
$247K - $291K
|
875
$471K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
868New |
$245K - $288K
|
868
$468K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
840New |
$237K - $279K
|
840
$452K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
806+ 121.39% |
$227K - $268K
|
1.47K
$792K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
800New |
$226K - $266K
|
800
$431K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
795+ 7.76% |
$224K - $264K
|
11K
$5.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
793+ 94.86% |
$224K - $263K
|
1.63K
$877K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
785New |
$221K - $261K
|
785
$423K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
772New |
$218K - $256K
|
772
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
754New |
$213K - $250K
|
754
$406K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
742New |
$209K - $246K
|
742
$400K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
738+ 0.4% |
$208K - $245K
|
184K
$99.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
736New |
$208K - $244K
|
736
$396K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
732New |
$206K - $243K
|
732
$394K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
688New |
$194K - $229K
|
688
$371K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
685New |
$193K - $228K
|
685
$369K
|