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 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
119+ 1.62% |
$33.6K - $39.5K
|
7.47K
$4.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
118+ 12.95% |
$33.3K - $39.2K
|
1.03K
$554K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
117+ 4.44% |
$33K - $38.9K
|
2.75K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
117+ 14.37% |
$33K - $38.9K
|
931
$501K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
117+ 6.24% |
$33K - $38.9K
|
1.99K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
113+ 5.4% |
$31.9K - $37.5K
|
2.21K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
110+ 5.3% |
$31K - $36.5K
|
2.19K
$1.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
109+ 5.58% |
$30.7K - $36.2K
|
2.06K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
109+ 3.39% |
$30.7K - $36.2K
|
3.33K
$1.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
102+ 10.64% |
$28.8K - $33.9K
|
1.06K
$571K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
92+ 42.79% |
$25.9K - $30.6K
|
307
$165K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
91+ 5.71% |
$25.7K - $30.2K
|
1.68K
$907K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
90+ 1.91% |
$25.4K - $29.9K
|
4.8K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
86+ 6.44% |
$24.3K - $28.6K
|
1.42K
$765K
|
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
85+ 1.18% |
$24K - $28.2K
|
7.32K
$3.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
84+ 12.69% |
$23.7K - $27.9K
|
746
$402K
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
84+ 10.18% |
$23.7K - $27.9K
|
909
$490K
|
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
BUY
|
- |
84+ 2.78% |
$23.7K - $27.9K
|
3.11K
$1.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
82+ 1.35% |
$23.1K - $27.2K
|
6.16K
$3.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
82+ 8.09% |
$23.1K - $27.2K
|
1.1K
$590K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
80+ 153.85% |
$22.6K - $26.6K
|
132
$71.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
78+ 5.45% |
$22K - $25.9K
|
1.51K
$813K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
78+ 6.1% |
$22K - $25.9K
|
1.36K
$730K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
78+ 4.86% |
$22K - $25.9K
|
1.68K
$907K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
76+ 1.13% |
$21.4K - $25.2K
|
6.79K
$3.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
75+ 0.75% |
$21.2K - $24.9K
|
10.1K
$5.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
74+ 0.87% |
$20.9K - $24.6K
|
8.61K
$4.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71+ 0.94% |
$20K - $23.6K
|
7.63K
$4.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
68New |
$19.2K - $22.6K
|
68
$36.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
65+ 3.72% |
$18.3K - $21.6K
|
1.81K
$976K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
65+ 3.56% |
$18.3K - $21.6K
|
1.89K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
62+ 4.76% |
$17.5K - $20.6K
|
1.36K
$735K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
62+ 4.03% |
$17.5K - $20.6K
|
1.6K
$862K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
60+ 19.42% |
$16.9K - $19.9K
|
369
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
60+ 34.88% |
$16.9K - $19.9K
|
232
$125K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
58+ 5.98% |
$16.4K - $19.3K
|
1.03K
$554K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
57+ 8.57% |
$16.1K - $18.9K
|
722
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
54+ 7.35% |
$15.2K - $17.9K
|
789
$425K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
54+ 1.66% |
$15.2K - $17.9K
|
3.32K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
53+ 2.66% |
$14.9K - $17.6K
|
2.05K
$1.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
53+ 0.29% |
$14.9K - $17.6K
|
18.3K
$9.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
53+ 0.98% |
$14.9K - $17.6K
|
5.46K
$2.94M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
53New |
$14.9K - $17.6K
|
53
$28.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
50+ 0.6% |
$14.1K - $16.6K
|
8.38K
$4.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
49+ 1.46% |
$13.8K - $16.3K
|
3.4K
$1.83M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
49New |
$13.8K - $16.3K
|
49
$26.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
49+ 1.7% |
$13.8K - $16.3K
|
2.93K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
47+ 0.28% |
$13.3K - $15.6K
|
16.9K
$9.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
45+ 6.73% |
$12.7K - $14.9K
|
714
$385K
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
BUY
|
- |
45+ 0.61% |
$12.7K - $14.9K
|
7.36K
$3.97M
|