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 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
895+ 76.63% |
$378K - $478K
|
2.06K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
876New |
$370K - $468K
|
876
$453K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
870New |
$367K - $464K
|
870
$450K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
795+ 28.01% |
$336K - $424K
|
3.63K
$1.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
777+ 2.05% |
$328K - $415K
|
38.6K
$20M
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
770New |
$325K - $411K
|
770
$398K
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
769+ 106.81% |
$325K - $410K
|
1.49K
$770K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
759+ 12.83% |
$320K - $405K
|
6.68K
$3.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
720+ 81.54% |
$304K - $384K
|
1.6K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
720New |
$304K - $384K
|
720
$372K
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
679+ 2.11% |
$287K - $362K
|
32.9K
$17M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
673+ 38.17% |
$284K - $359K
|
2.44K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
671+ 8.05% |
$283K - $358K
|
9.01K
$4.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
667+ 4.15% |
$282K - $356K
|
16.7K
$8.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
629+ 22.86% |
$266K - $336K
|
3.38K
$1.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
627+ 93.86% |
$265K - $335K
|
1.3K
$670K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
627+ 6.22% |
$265K - $335K
|
10.7K
$5.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
608+ 4.34% |
$257K - $325K
|
14.6K
$7.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
600New |
$253K - $320K
|
600
$310K
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
BUY
|
- |
596+ 19866.67% |
$252K - $318K
|
599
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
587New |
$248K - $313K
|
587
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
585+ 44.76% |
$247K - $312K
|
1.89K
$978K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
584+ 110.4% |
$247K - $312K
|
1.11K
$575K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
574+ 11.85% |
$242K - $306K
|
5.42K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
570+ 2.58% |
$241K - $304K
|
22.7K
$11.7M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
560+ 12.67% |
$236K - $299K
|
4.98K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
559+ 25.6% |
$236K - $298K
|
2.74K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
556New |
$235K - $297K
|
556
$287K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
546New |
$231K - $291K
|
546
$282K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
514+ 12.0% |
$217K - $274K
|
4.8K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
510+ 3.64% |
$215K - $272K
|
14.5K
$7.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
506+ 70.18% |
$214K - $270K
|
1.23K
$634K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
500New |
$211K - $267K
|
500
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
495+ 6.01% |
$209K - $264K
|
8.74K
$4.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
494New |
$209K - $264K
|
494
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
487+ 19.59% |
$206K - $260K
|
2.97K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
477+ 16.64% |
$201K - $255K
|
3.34K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
475+ 6.76% |
$201K - $254K
|
7.5K
$3.88M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
466New |
$197K - $249K
|
466
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
454+ 20.88% |
$192K - $242K
|
2.63K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
453+ 7.73% |
$191K - $242K
|
6.31K
$3.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
449+ 125.77% |
$190K - $240K
|
806
$417K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
445+ 0.33% |
$188K - $238K
|
134K
$69.5M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
444+ 36.63% |
$187K - $237K
|
1.66K
$856K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
437New |
$184K - $233K
|
437
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
433+ 11.55% |
$183K - $231K
|
4.18K
$2.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
425New |
$179K - $227K
|
425
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
425New |
$179K - $227K
|
425
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
422New |
$178K - $225K
|
422
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
420+ 38.5% |
$177K - $224K
|
1.51K
$781K
|