Purchases and Sales Made in Q2 2024 in Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP) during Q2 2024. 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 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
34+ 5.65% |
$13.9K - $15K
|
636
$358K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
34+ 9.86% |
$13.9K - $15K
|
379
$214K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
32+ 6.54% |
$13K - $14.2K
|
521
$294K
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
32+ 0.09% |
$13K - $14.2K
|
35.9K
$20.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31+ 0.4% |
$12.6K - $13.7K
|
7.86K
$4.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
30+ 0.64% |
$12.2K - $13.3K
|
4.73K
$2.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
30+ 4.85% |
$12.2K - $13.3K
|
649
$366K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
28+ 5.41% |
$11.4K - $12.4K
|
546
$308K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
27New |
$11K - $11.9K
|
27
$15.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
27+ 3.06% |
$11K - $11.9K
|
909
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
27+ 1.58% |
$11K - $11.9K
|
1.73K
$976K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
26+ 0.7% |
$10.6K - $11.5K
|
3.76K
$2.12M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
25+ 0.94% |
$10.2K - $11.1K
|
2.68K
$1.51M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
25+ 89.29% |
$10.2K - $11.1K
|
53
$29.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
25+ 0.45% |
$10.2K - $11.1K
|
5.56K
$3.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
25+ 3.89% |
$10.2K - $11.1K
|
668
$376K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
25+ 3.72% |
$10.2K - $11.1K
|
697
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
24+ 0.25% |
$9.78K - $10.6K
|
9.79K
$5.51M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
24+ 0.88% |
$9.78K - $10.6K
|
2.76K
$1.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24+ 1.11% |
$9.78K - $10.6K
|
2.19K
$1.23M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
23+ 2.46% |
$9.38K - $10.2K
|
957
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
22+ 2.63% |
$8.97K - $9.73K
|
859
$484K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
22New |
$8.97K - $9.73K
|
22
$12.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
21+ 3.48% |
$8.56K - $9.29K
|
625
$352K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21+ 1.42% |
$8.56K - $9.29K
|
1.5K
$843K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
20+ 1.09% |
$8.15K - $8.84K
|
1.85K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
20+ 4.08% |
$8.15K - $8.84K
|
510
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
20+ 2.04% |
$8.15K - $8.84K
|
1K
$563K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
20+ 1.23% |
$8.15K - $8.84K
|
1.64K
$926K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
19+ 0.97% |
$7.75K - $8.4K
|
1.97K
$1.11M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
19+ 0.89% |
$7.75K - $8.4K
|
2.16K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19+ 95.0% |
$7.75K - $8.4K
|
39
$22K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
18+ 2.0% |
$7.34K - $7.96K
|
916
$516K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17+ 212.5% |
$6.93K - $7.52K
|
25
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
16+ 0.41% |
$6.52K - $7.08K
|
3.88K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16+ 2.61% |
$6.52K - $7.08K
|
630
$355K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
16+ 0.93% |
$6.52K - $7.08K
|
1.74K
$981K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
16+ 1.23% |
$6.52K - $7.08K
|
1.32K
$741K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 0.36% |
$6.12K - $6.63K
|
4.15K
$2.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15+ 1.84% |
$6.12K - $6.63K
|
832
$469K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
15+ 0.44% |
$6.12K - $6.63K
|
3.4K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
15+ 1.87% |
$6.12K - $6.63K
|
819
$461K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
15+ 1.42% |
$6.12K - $6.63K
|
1.08K
$606K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
14+ 0.81% |
$5.71K - $6.19K
|
1.74K
$981K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
14New |
$5.71K - $6.19K
|
14
$7.89K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
14+ 0.97% |
$5.71K - $6.19K
|
1.46K
$823K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 2.43% |
$5.71K - $6.19K
|
591
$333K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
13+ 2.03% |
$5.3K - $5.75K
|
653
$368K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13+ 0.84% |
$5.3K - $5.75K
|
1.56K
$877K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 2.59% |
$5.3K - $5.75K
|
515
$290K
|