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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
170+ 50.0% |
$69.3K - $75.2K
|
510
$251K
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
170+ 0.08% |
$69.3K - $75.2K
|
219K
$108M
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
167+ 11.68% |
$68.1K - $73.9K
|
1.6K
$787K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
167+ 33.81% |
$68.1K - $73.9K
|
661
$326K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
164+ 12.09% |
$66.9K - $72.5K
|
1.52K
$749K
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
164+ 15.38% |
$66.9K - $72.5K
|
1.23K
$606K
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
163+ 4.38% |
$66.5K - $72.1K
|
3.88K
$1.91M
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
159+ 8.39% |
$64.8K - $70.3K
|
2.06K
$1.01M
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
158+ 3.99% |
$64.4K - $69.9K
|
4.12K
$2.03M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
156+ 22.35% |
$63.6K - $69K
|
854
$421K
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
155+ 4.38% |
$63.2K - $68.5K
|
3.7K
$1.82M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
152+ 32.27% |
$62K - $67.2K
|
623
$307K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
152+ 0.35% |
$62K - $67.2K
|
44.2K
$21.8M
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
148+ 29.08% |
$60.3K - $65.4K
|
657
$324K
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
147+ 4.86% |
$59.9K - $65K
|
3.17K
$1.56M
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
145+ 8.62% |
$59.1K - $64.1K
|
1.83K
$901K
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
140New |
$57.1K - $61.9K
|
140
$69K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
137New |
$55.9K - $60.6K
|
137
$67.6K
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
133+ 43.46% |
$54.2K - $58.8K
|
439
$216K
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
131+ 28.11% |
$53.4K - $57.9K
|
597
$294K
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
130+ 26.05% |
$53K - $57.5K
|
629
$310K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
127+ 4.68% |
$51.8K - $56.2K
|
2.84K
$1.4M
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
124+ 3.95% |
$50.6K - $54.8K
|
3.26K
$1.61M
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
118+ 5.11% |
$48.1K - $52.2K
|
2.43K
$1.2M
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
115+ 7.26% |
$46.9K - $50.9K
|
1.7K
$838K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
113+ 6.31% |
$46.1K - $50K
|
1.9K
$939K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
113+ 6.99% |
$46.1K - $50K
|
1.73K
$853K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
112+ 6.35% |
$45.7K - $49.5K
|
1.88K
$925K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
111+ 1.5% |
$45.3K - $49.1K
|
7.49K
$3.69M
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
111+ 0.28% |
$45.3K - $49.1K
|
39.7K
$19.6M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
111+ 6.92% |
$45.3K - $49.1K
|
1.72K
$846K
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
110+ 1.14% |
$44.8K - $48.6K
|
9.75K
$4.81M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
108New |
$44K - $47.8K
|
108
$53.3K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
105+ 17.71% |
$42.8K - $46.4K
|
698
$344K
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
104+ 6.12% |
$42.4K - $46K
|
1.8K
$889K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
104+ 1.59% |
$42.4K - $46K
|
6.65K
$3.28M
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
101+ 0.51% |
$41.2K - $44.7K
|
20.1K
$9.91M
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100+ 3.75% |
$40.8K - $44.2K
|
2.77K
$1.36M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
99+ 9.42% |
$40.4K - $43.8K
|
1.15K
$567K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
98+ 13.28% |
$40K - $43.3K
|
836
$412K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
97+ 11.79% |
$39.5K - $42.9K
|
920
$454K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
95+ 17.46% |
$38.7K - $42K
|
639
$315K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
94+ 13.88% |
$38.3K - $41.6K
|
771
$380K
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
91+ 9.32% |
$37.1K - $40.2K
|
1.07K
$526K
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
89+ 4.46% |
$36.3K - $39.4K
|
2.09K
$1.03M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
87+ 2.71% |
$35.5K - $38.5K
|
3.3K
$1.63M
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
86+ 11.03% |
$35.1K - $38K
|
866
$427K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
84+ 1.68% |
$34.2K - $37.1K
|
5.08K
$2.51M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
83New |
$33.8K - $36.7K
|
83
$40.9K
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
81+ 4.29% |
$33K - $35.8K
|
1.97K
$970K
|