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 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
12New |
$3.38K - $3.99K
|
12
$6.52K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12+ 0.73% |
$3.38K - $3.99K
|
1.65K
$896K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12New |
$3.38K - $3.99K
|
12
$6.52K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 91.67% |
$3.1K - $3.65K
|
23
$12.5K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11+ 0.63% |
$3.1K - $3.65K
|
1.75K
$948K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
11+ 0.16% |
$3.1K - $3.65K
|
7.04K
$3.83M
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
11+ 1.16% |
$3.1K - $3.65K
|
956
$519K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11+ 3.9% |
$3.1K - $3.65K
|
293
$159K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
11New |
$3.1K - $3.65K
|
11
$5.98K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10+ 0.2% |
$2.82K - $3.32K
|
5.1K
$2.77M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10New |
$2.82K - $3.32K
|
10
$5.43K
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
BUY
|
- |
9+ 1.25% |
$2.54K - $2.99K
|
728
$396K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8+ 100.0% |
$2.26K - $2.66K
|
16
$8.69K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7+ 0.87% |
$1.97K - $2.33K
|
813
$442K
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6+ 0.86% |
$1.69K - $1.99K
|
707
$384K
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
6+ 0.53% |
$1.69K - $1.99K
|
1.15K
$623K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.78% |
$1.69K - $1.99K
|
779
$423K
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.37% |
$1.69K - $1.99K
|
1.62K
$880K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 2.79% |
$1.41K - $1.66K
|
184
$100K
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5+ 0.74% |
$1.41K - $1.66K
|
685
$372K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
5New |
$1.41K - $1.66K
|
5
$2.72K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 2.79% |
$1.41K - $1.66K
|
184
$100K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4New |
$1.13K - $1.33K
|
4
$2.17K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 33.33% |
$1.13K - $1.33K
|
16
$8.69K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4New |
$1.13K - $1.33K
|
4
$2.17K
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
4+ 0.19% |
$1.13K - $1.33K
|
2.16K
$1.17M
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 5.48% |
$1.13K - $1.33K
|
77
$41.8K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.36% |
$846 - $996
|
841
$457K
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$846 - $996
|
1.48K
$805K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 12.5% |
$846 - $996
|
27
$14.7K
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
3+ 0.36% |
$846 - $996
|
838
$455K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3+ 0.19% |
$846 - $996
|
1.62K
$881K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.3% |
$846 - $996
|
1.01K
$548K
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
3+ 0.65% |
$846 - $996
|
464
$252K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 2.08% |
$564 - $664
|
98
$53.2K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.34% |
$564 - $664
|
599
$325K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2+ 0.13% |
$564 - $664
|
1.51K
$818K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2New |
$564 - $664
|
2
$1.09K
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2+ 0.19% |
$564 - $664
|
1.07K
$579K
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.46% |
$564 - $664
|
440
$239K
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.23% |
$564 - $664
|
888
$483K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.05% |
$564 - $664
|
3.78K
$2.05M
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2+ 0.27% |
$564 - $664
|
738
$401K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2+ 0.07% |
$564 - $664
|
2.98K
$1.62M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1New |
$282 - $332
|
1
$543
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.24% |
$282 - $332
|
418
$227K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.56% |
$282 - $332
|
178
$96.7K
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 4.0% |
$282 - $332
|
26
$14.1K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 5.88% |
$282 - $332
|
18
$9.78K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.37% |
$282 - $332
|
272
$148K
|