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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
683New |
$193K - $227K
|
683
$371K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
671New |
$189K - $223K
|
671
$365K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
667+ 4.65% |
$188K - $222K
|
15K
$8.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
661New |
$186K - $220K
|
661
$359K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
657New |
$185K - $218K
|
657
$357K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
650New |
$183K - $216K
|
650
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
648New |
$183K - $215K
|
648
$352K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
647New |
$182K - $215K
|
647
$352K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
640New |
$180K - $213K
|
640
$348K
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
640New |
$180K - $213K
|
640
$348K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
637New |
$180K - $212K
|
637
$346K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
635New |
$179K - $211K
|
635
$345K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
630New |
$178K - $209K
|
630
$342K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
626New |
$177K - $208K
|
626
$340K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
625New |
$176K - $208K
|
625
$340K
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
623New |
$176K - $207K
|
623
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
623+ 3.71% |
$176K - $207K
|
17.4K
$9.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
623New |
$176K - $207K
|
623
$339K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
620+ 6.72% |
$175K - $206K
|
9.84K
$5.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
620New |
$175K - $206K
|
620
$337K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
620New |
$175K - $206K
|
620
$337K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
619New |
$175K - $206K
|
619
$336K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
618New |
$174K - $205K
|
618
$336K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
613New |
$173K - $204K
|
613
$333K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
610+ 53.56% |
$172K - $203K
|
1.75K
$950K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
608New |
$171K - $202K
|
608
$330K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
607New |
$171K - $202K
|
607
$330K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
607New |
$171K - $202K
|
607
$330K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
605+ 7.03% |
$171K - $201K
|
9.21K
$5M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
604New |
$170K - $201K
|
604
$328K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
597+ 12.74% |
$168K - $198K
|
5.28K
$2.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
524+ 2.63% |
$148K - $174K
|
20.4K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
509+ 76.77% |
$144K - $169K
|
1.17K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
491+ 36.26% |
$138K - $163K
|
1.85K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
489New |
$138K - $162K
|
489
$266K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
480New |
$135K - $159K
|
480
$261K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
434New |
$122K - $144K
|
434
$236K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
425+ 52.28% |
$120K - $141K
|
1.24K
$673K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
417+ 0.32% |
$118K - $139K
|
129K
$70M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
410+ 6.46% |
$116K - $136K
|
6.76K
$3.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
409+ 26.17% |
$115K - $136K
|
1.97K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
407+ 4.95% |
$115K - $135K
|
8.63K
$4.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
403+ 38.86% |
$114K - $134K
|
1.44K
$782K
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
402+ 54.47% |
$113K - $134K
|
1.14K
$619K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
388+ 2.74% |
$109K - $129K
|
14.5K
$7.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
387New |
$109K - $129K
|
387
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
373+ 31.29% |
$105K - $124K
|
1.57K
$850K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
369+ 117.52% |
$104K - $123K
|
683
$371K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
361+ 3.72% |
$102K - $120K
|
10.1K
$5.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
355+ 14.55% |
$100K - $118K
|
2.8K
$1.52M
|