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 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
331+ 3.11% |
$135K - $146K
|
11K
$6.18M
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
324+ 0.45% |
$132K - $143K
|
72.2K
$40.7M
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
310+ 5.34% |
$126K - $137K
|
6.12K
$3.45M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
305+ 9.4% |
$124K - $135K
|
3.55K
$2M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
304+ 43.8% |
$124K - $134K
|
998
$562K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
303+ 4.18% |
$124K - $134K
|
7.55K
$4.25M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
303+ 33.08% |
$124K - $134K
|
1.22K
$687K
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
300+ 7.14% |
$122K - $133K
|
4.5K
$2.54M
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
293+ 5.26% |
$119K - $130K
|
5.87K
$3.3M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
291+ 619.15% |
$119K - $129K
|
338
$190K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
282+ 12.38% |
$115K - $125K
|
2.56K
$1.44M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
282+ 15.79% |
$115K - $125K
|
2.07K
$1.17M
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
280New |
$114K - $124K
|
280
$158K
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
273New |
$111K - $121K
|
273
$154K
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
269New |
$110K - $119K
|
269
$152K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
262+ 748.57% |
$107K - $116K
|
297
$167K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
258+ 48.96% |
$105K - $114K
|
785
$442K
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
258+ 16.17% |
$105K - $114K
|
1.85K
$1.04M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
254+ 54.04% |
$104K - $112K
|
724
$408K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
251+ 7.6% |
$102K - $111K
|
3.55K
$2M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
245+ 5.66% |
$99.9K - $108K
|
4.57K
$2.57M
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
245+ 2.53% |
$99.9K - $108K
|
9.95K
$5.6M
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
240+ 1.22% |
$97.8K - $106K
|
19.9K
$11.2M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
240+ 2.13% |
$97.8K - $106K
|
11.5K
$6.48M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
230+ 10.02% |
$93.8K - $102K
|
2.53K
$1.42M
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
230+ 16.43% |
$93.8K - $102K
|
1.63K
$918K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
229+ 3.16% |
$93.4K - $101K
|
7.48K
$4.21M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
219+ 13.74% |
$89.3K - $96.8K
|
1.81K
$1.02M
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
214+ 8.64% |
$87.2K - $94.6K
|
2.69K
$1.52M
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
213+ 14.37% |
$86.8K - $94.2K
|
1.7K
$955K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
210+ 5.43% |
$85.6K - $92.9K
|
4.08K
$2.3M
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
207+ 0.55% |
$84.4K - $91.5K
|
37.8K
$21.3M
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
206+ 6.52% |
$84K - $91.1K
|
3.36K
$1.9M
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
200+ 3.01% |
$81.5K - $88.4K
|
6.84K
$3.85M
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
198+ 2.18% |
$80.7K - $87.6K
|
9.29K
$5.23M
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
197+ 7.35% |
$80.3K - $87.1K
|
2.88K
$1.62M
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
197+ 4.24% |
$80.3K - $87.1K
|
4.85K
$2.73M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
196+ 12.11% |
$79.9K - $86.7K
|
1.82K
$1.02M
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
193+ 5.67% |
$78.7K - $85.3K
|
3.6K
$2.03M
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
190+ 5.42% |
$77.5K - $84K
|
3.7K
$2.08M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
190New |
$77.5K - $84K
|
190
$107K
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
190+ 7.37% |
$77.5K - $84K
|
2.77K
$1.56M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
182+ 6.57% |
$74.2K - $80.5K
|
2.95K
$1.66M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
181New |
$73.8K - $80K
|
181
$102K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
180+ 21.15% |
$73.4K - $79.6K
|
1.03K
$581K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
180+ 2.3% |
$73.4K - $79.6K
|
7.99K
$4.5M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
180+ 9.62% |
$73.4K - $79.6K
|
2.05K
$1.16M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
175+ 673.08% |
$71.3K - $77.4K
|
201
$113K
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
170+ 50.0% |
$69.3K - $75.2K
|
510
$287K
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
170+ 0.08% |
$69.3K - $75.2K
|
219K
$124M
|