Purchases and Sales Made in Q2 2025 in Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP) during Q2 2025. 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 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3+ 0.24% |
$1.27K - $1.6K
|
1.24K
$641K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3+ 0.37% |
$1.27K - $1.6K
|
811
$419K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.52% |
$1.27K - $1.6K
|
581
$300K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 150.0% |
$1.27K - $1.6K
|
5
$2.59K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 100.0% |
$1.27K - $1.6K
|
6
$3.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$1.27K - $1.6K
|
3
$1.55K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.68% |
$1.27K - $1.6K
|
445
$230K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3New |
$1.27K - $1.6K
|
3
$1.55K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$1.27K - $1.6K
|
1.03K
$534K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3+ 0.18% |
$1.27K - $1.6K
|
1.66K
$857K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
2+ 0.23% |
$844 - $1.07K
|
877
$453K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.14% |
$844 - $1.07K
|
1.43K
$737K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2+ 0.4% |
$844 - $1.07K
|
503
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.37% |
$844 - $1.07K
|
545
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 12.5% |
$844 - $1.07K
|
18
$9.31K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 11.11% |
$844 - $1.07K
|
20
$10.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2+ 0.32% |
$844 - $1.07K
|
629
$325K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2+ 0.31% |
$844 - $1.07K
|
637
$329K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.45% |
$844 - $1.07K
|
448
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
2+ 0.2% |
$844 - $1.07K
|
980
$507K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.55% |
$844 - $1.07K
|
366
$189K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2New |
$844 - $1.07K
|
2
$1.03K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.38% |
$844 - $1.07K
|
527
$272K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2+ 0.32% |
$844 - $1.07K
|
630
$326K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 2.13% |
$844 - $1.07K
|
96
$49.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 0.23% |
$844 - $1.07K
|
878
$454K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2+ 0.32% |
$844 - $1.07K
|
636
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2New |
$844 - $1.07K
|
2
$1.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.2% |
$844 - $1.07K
|
1.02K
$528K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.85% |
$422 - $534
|
55
$28.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1+ 0.09% |
$422 - $534
|
1.08K
$560K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.38% |
$422 - $534
|
264
$136K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 1.72% |
$422 - $534
|
59
$30.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1+ 14.29% |
$422 - $534
|
8
$4.14K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1+ 0.05% |
$422 - $534
|
2.08K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.69% |
$422 - $534
|
146
$75.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.2% |
$422 - $534
|
500
$259K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 4.17% |
$422 - $534
|
25
$12.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1New |
$422 - $534
|
1
$517
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.24% |
$422 - $534
|
425
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
1+ 50.0% |
$422 - $534
|
3
$1.55K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.08% |
$422 - $534
|
1.2K
$621K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1+ 1.47% |
$422 - $534
|
69
$35.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.1% |
$422 - $534
|
992
$513K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.1% |
$422 - $534
|
92
$47.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 33.33% |
$422 - $534
|
4
$2.07K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1+ 0.07% |
$422 - $534
|
1.34K
$694K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-1- 0.24% |
$422 - $534
|
422
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1- 33.33% |
$422 - $534
|
2
$1.03K
|