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 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
42+ 2.23% |
$11.8K - $14K
|
1.93K
$1.05M
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
40+ 1.49% |
$11.3K - $13.3K
|
2.73K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
40New |
$11.3K - $13.3K
|
40
$21.7K
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
39+ 4.05% |
$11K - $13K
|
1K
$545K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
38+ 1.08% |
$10.7K - $12.6K
|
3.55K
$1.93M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
38+ 5.73% |
$10.7K - $12.6K
|
701
$381K
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
38+ 0.61% |
$10.7K - $12.6K
|
6.22K
$3.38M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
37+ 1.03% |
$10.4K - $12.3K
|
3.64K
$1.98M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
36+ 2.29% |
$10.2K - $12K
|
1.61K
$873K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
36+ 0.82% |
$10.2K - $12K
|
4.42K
$2.4M
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
36+ 4.25% |
$10.2K - $12K
|
884
$480K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
35+ 2.8% |
$9.87K - $11.6K
|
1.28K
$697K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 8.03% |
$9.87K - $11.6K
|
471
$256K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34New |
$9.59K - $11.3K
|
34
$18.5K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
34New |
$9.59K - $11.3K
|
34
$18.5K
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
34+ 3.11% |
$9.59K - $11.3K
|
1.13K
$613K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
33+ 0.86% |
$9.31K - $11K
|
3.87K
$2.1M
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
32+ 15.61% |
$9.02K - $10.6K
|
237
$129K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
30New |
$8.46K - $9.96K
|
30
$16.3K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
29+ 3.28% |
$8.18K - $9.63K
|
914
$497K
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
27+ 2.12% |
$7.61K - $8.97K
|
1.3K
$706K
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
26+ 2.48% |
$7.33K - $8.64K
|
1.08K
$584K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
26+ 1.01% |
$7.33K - $8.64K
|
2.59K
$1.41M
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
26+ 2.04% |
$7.33K - $8.64K
|
1.3K
$707K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25+ 8.14% |
$7.05K - $8.3K
|
332
$180K
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
24+ 0.24% |
$6.77K - $7.97K
|
10.1K
$5.47M
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
22+ 1.74% |
$6.2K - $7.31K
|
1.29K
$701K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19+ 1.78% |
$5.36K - $6.31K
|
1.09K
$592K
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
19+ 0.02% |
$5.36K - $6.31K
|
103K
$56M
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
18+ 2.69% |
$5.08K - $5.98K
|
687
$373K
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
18+ 78.26% |
$5.08K - $5.98K
|
41
$22.3K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
18+ 1.21% |
$5.08K - $5.98K
|
1.5K
$816K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
18+ 1.21% |
$5.08K - $5.98K
|
1.5K
$816K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
17+ 1.28% |
$4.79K - $5.65K
|
1.35K
$732K
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
17+ 1.1% |
$4.79K - $5.65K
|
1.56K
$847K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17New |
$4.79K - $5.65K
|
17
$9.24K
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
17+ 2.14% |
$4.79K - $5.65K
|
812
$441K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 13.68% |
$4.51K - $5.31K
|
133
$72.3K
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
15+ 0.74% |
$4.23K - $4.98K
|
2.05K
$1.11M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14+ 0.81% |
$3.95K - $4.65K
|
1.73K
$942K
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
14+ 1.25% |
$3.95K - $4.65K
|
1.13K
$616K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
14New |
$3.95K - $4.65K
|
14
$7.61K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
14+ 29.79% |
$3.95K - $4.65K
|
61
$33.1K
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14+ 2.28% |
$3.95K - $4.65K
|
627
$341K
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13New |
$3.67K - $4.32K
|
13
$7.06K
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
13+ 0.22% |
$3.67K - $4.32K
|
5.81K
$3.16M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13+ 0.43% |
$3.67K - $4.32K
|
3.04K
$1.65M
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
13+ 1.17% |
$3.67K - $4.32K
|
1.13K
$612K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 3.77% |
$3.67K - $4.32K
|
358
$195K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
12New |
$3.38K - $3.99K
|
12
$6.52K
|