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 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15+ 1.84% |
$6.12K - $6.63K
|
832
$430K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 0.36% |
$6.12K - $6.63K
|
4.15K
$2.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 2.43% |
$5.71K - $6.19K
|
591
$306K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
14+ 0.97% |
$5.71K - $6.19K
|
1.46K
$755K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
14+ 0.81% |
$5.71K - $6.19K
|
1.74K
$900K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
14New |
$5.71K - $6.19K
|
14
$7.24K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
13+ 2.03% |
$5.3K - $5.75K
|
653
$338K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13+ 0.84% |
$5.3K - $5.75K
|
1.56K
$804K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 2.59% |
$5.3K - $5.75K
|
515
$266K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13+ 76.47% |
$5.3K - $5.75K
|
30
$15.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13+ 0.29% |
$5.3K - $5.75K
|
4.49K
$2.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
12+ 0.02% |
$4.89K - $5.31K
|
62K
$32.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
12+ 0.64% |
$4.89K - $5.31K
|
1.89K
$979K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 0.55% |
$4.89K - $5.31K
|
2.2K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
12+ 0.17% |
$4.89K - $5.31K
|
6.92K
$3.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12+ 0.44% |
$4.89K - $5.31K
|
2.77K
$1.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
11New |
$4.48K - $4.86K
|
11
$5.69K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10+ 1.53% |
$4.08K - $4.42K
|
664
$343K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
10+ 0.39% |
$4.08K - $4.42K
|
2.54K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10+ 1.97% |
$4.08K - $4.42K
|
517
$267K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
10New |
$4.08K - $4.42K
|
10
$5.17K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9+ 0.71% |
$3.67K - $3.98K
|
1.27K
$657K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 2.27% |
$3.67K - $3.98K
|
405
$209K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9+ 11.69% |
$3.67K - $3.98K
|
86
$44.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8New |
$3.26K - $3.54K
|
8
$4.14K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8+ 0.6% |
$3.26K - $3.54K
|
1.35K
$698K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8+ 0.67% |
$3.26K - $3.54K
|
1.21K
$626K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8+ 1.82% |
$3.26K - $3.54K
|
447
$231K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.57% |
$3.26K - $3.54K
|
1.41K
$730K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
8+ 0.03% |
$3.26K - $3.54K
|
24.7K
$12.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
8+ 1.37% |
$3.26K - $3.54K
|
593
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 8.6% |
$3.26K - $3.54K
|
101
$52.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 44.44% |
$3.26K - $3.54K
|
26
$13.4K
|
|
|
Aug 07, 2025
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8+ 1.82% |
$3.26K - $3.54K
|
447
$231K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7New |
$2.85K - $3.1K
|
7
$3.62K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
7+ 1.25% |
$2.85K - $3.1K
|
568
$294K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7+ 0.12% |
$2.85K - $3.1K
|
6.01K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7+ 0.26% |
$2.85K - $3.1K
|
2.67K
$1.38M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
6+ 0.19% |
$2.45K - $2.65K
|
3.13K
$1.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 12.77% |
$2.45K - $2.65K
|
53
$27.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6+ 0.12% |
$2.45K - $2.65K
|
5.04K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
6+ 0.06% |
$2.45K - $2.65K
|
10K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6+ 0.79% |
$2.45K - $2.65K
|
767
$397K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.56% |
$2.45K - $2.65K
|
1.08K
$557K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5New |
$2.04K - $2.21K
|
5
$2.59K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5New |
$2.04K - $2.21K
|
5
$2.59K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
5+ 0.02% |
$2.04K - $2.21K
|
29K
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5+ 0.2% |
$2.04K - $2.21K
|
2.52K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
5+ 0.77% |
$2.04K - $2.21K
|
658
$340K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 36.36% |
$1.63K - $1.77K
|
15
$7.76K
|