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 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
78+ 10.47% |
$31.8K - $34.5K
|
823
$464K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
75+ 19.63% |
$30.6K - $33.2K
|
457
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
70+ 3.74% |
$28.5K - $31K
|
1.94K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
69+ 1.44% |
$28.1K - $30.5K
|
4.87K
$2.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
69+ 7.61% |
$28.1K - $30.5K
|
976
$550K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
68New |
$27.7K - $30.1K
|
68
$38.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
67+ 10.28% |
$27.3K - $29.6K
|
719
$405K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
67New |
$27.3K - $29.6K
|
67
$37.7K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
67+ 1.54% |
$27.3K - $29.6K
|
4.41K
$2.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
67+ 0.71% |
$27.3K - $29.6K
|
9.53K
$5.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
63+ 118.87% |
$25.7K - $27.9K
|
116
$65.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
63+ 5.01% |
$25.7K - $27.9K
|
1.32K
$744K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
62+ 7.71% |
$25.3K - $27.4K
|
866
$488K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62+ 11.09% |
$25.3K - $27.4K
|
621
$350K
|
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
62+ 2.57% |
$25.3K - $27.4K
|
2.48K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
61+ 1.39% |
$24.9K - $27K
|
4.44K
$2.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
60+ 1.63% |
$24.5K - $26.5K
|
3.74K
$2.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
60New |
$24.5K - $26.5K
|
60
$33.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
57+ 0.64% |
$23.2K - $25.2K
|
8.99K
$5.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
57+ 8.8% |
$23.2K - $25.2K
|
705
$397K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
57+ 1.04% |
$23.2K - $25.2K
|
5.55K
$3.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
57+ 3.49% |
$23.2K - $25.2K
|
1.69K
$952K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
55+ 6.04% |
$22.4K - $24.3K
|
965
$544K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
53New |
$21.6K - $23.4K
|
53
$29.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
52+ 7.96% |
$21.2K - $23K
|
705
$397K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
50+ 2.05% |
$20.4K - $22.1K
|
2.49K
$1.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
50New |
$20.4K - $22.1K
|
50
$28.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
50+ 7.53% |
$20.4K - $22.1K
|
714
$402K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
50+ 4.47% |
$20.4K - $22.1K
|
1.17K
$659K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
49+ 9.61% |
$20K - $21.7K
|
559
$315K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
48+ 0.72% |
$19.6K - $21.2K
|
6.73K
$3.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
48New |
$19.6K - $21.2K
|
48
$27K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
43+ 268.75% |
$17.5K - $19K
|
59
$33.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
43+ 41.75% |
$17.5K - $19K
|
146
$82.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
42+ 1.33% |
$17.1K - $18.6K
|
3.2K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
41New |
$16.7K - $18.1K
|
41
$23.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
40+ 153.85% |
$16.3K - $17.7K
|
66
$37.2K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
40+ 2.26% |
$16.3K - $17.7K
|
1.81K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
39+ 52.7% |
$15.9K - $17.2K
|
113
$63.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
39+ 2.71% |
$15.9K - $17.2K
|
1.48K
$832K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
39+ 7.41% |
$15.9K - $17.2K
|
565
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
38+ 1.88% |
$15.5K - $16.8K
|
2.06K
$1.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
37+ 5.34% |
$15.1K - $16.4K
|
730
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
37+ 0.17% |
$15.1K - $16.4K
|
21.6K
$12.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
37+ 1.39% |
$15.1K - $16.4K
|
2.7K
$1.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
36+ 4.23% |
$14.7K - $15.9K
|
887
$500K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36+ 4.53% |
$14.7K - $15.9K
|
830
$468K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
36+ 15.13% |
$14.7K - $15.9K
|
274
$154K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
35+ 5.44% |
$14.3K - $15.5K
|
678
$382K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
35+ 1.86% |
$14.3K - $15.5K
|
1.92K
$1.08M
|