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 25, 2025
Q2 2025
|
Bsn Capital Partners LTD
|
BUY
|
- |
193New |
$81.5K - $103K
|
193
$99.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
191+ 2.46% |
$80.6K - $102K
|
7.96K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
189+ 16.04% |
$79.8K - $101K
|
1.37K
$707K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
188+ 3.48% |
$79.4K - $100K
|
5.58K
$2.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
187+ 1.9% |
$78.9K - $99.8K
|
10K
$5.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
185+ 7.36% |
$78.1K - $98.7K
|
2.7K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
185+ 21.41% |
$78.1K - $98.7K
|
1.05K
$542K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
182+ 11.95% |
$76.8K - $97.1K
|
1.71K
$881K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
182+ 2.12% |
$76.8K - $97.1K
|
8.78K
$4.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
180+ 120.0% |
$76K - $96.1K
|
330
$171K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
179+ 34.56% |
$75.6K - $95.5K
|
697
$360K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
177+ 28.27% |
$74.7K - $94.5K
|
803
$415K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
173+ 0.25% |
$73K - $92.3K
|
70.2K
$36.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
169+ 14.93% |
$71.4K - $90.2K
|
1.3K
$673K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
164+ 9.46% |
$69.2K - $87.5K
|
1.9K
$981K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
163+ 29.69% |
$68.8K - $87K
|
712
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
161+ 9.08% |
$68K - $85.9K
|
1.93K
$1M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
160+ 14.48% |
$67.6K - $85.4K
|
1.27K
$654K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
160New |
$67.6K - $85.4K
|
160
$82.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
159+ 37.59% |
$67.1K - $84.9K
|
582
$301K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
158+ 2.03% |
$66.7K - $84.3K
|
7.94K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
154+ 8.97% |
$65K - $82.2K
|
1.87K
$967K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
153+ 30.0% |
$64.6K - $81.7K
|
663
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
145+ 5.67% |
$61.2K - $77.4K
|
2.7K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
137+ 7.71% |
$57.8K - $73.1K
|
1.92K
$990K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
135+ 3.55% |
$57K - $72.1K
|
3.94K
$2.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
134+ 11.1% |
$56.6K - $71.5K
|
1.34K
$693K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
134+ 0.63% |
$56.6K - $71.5K
|
21.4K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
134+ 0.18% |
$56.6K - $71.5K
|
74.5K
$38.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
132+ 3.54% |
$55.7K - $70.5K
|
3.86K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
130+ 17.83% |
$54.9K - $69.4K
|
859
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
129+ 12.9% |
$54.5K - $68.9K
|
1.13K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
129New |
$54.5K - $68.9K
|
129
$66.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
127+ 14.0% |
$53.6K - $67.8K
|
1.03K
$535K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
126New |
$53.2K - $67.2K
|
126
$65.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
122+ 203.33% |
$51.5K - $65.1K
|
182
$94.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
119+ 0.38% |
$50.2K - $63.5K
|
31.7K
$16.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
116+ 2.74% |
$49K - $61.9K
|
4.35K
$2.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
116New |
$49K - $61.9K
|
116
$60K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
106New |
$44.8K - $56.6K
|
106
$54.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
105New |
$44.3K - $56K
|
105
$54.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
104+ 0.4% |
$43.9K - $55.5K
|
26.3K
$13.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
104+ 9.77% |
$43.9K - $55.5K
|
1.17K
$604K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
102+ 1.52% |
$43.1K - $54.4K
|
6.81K
$3.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
101+ 7.3% |
$42.6K - $53.9K
|
1.49K
$768K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
100+ 2.2% |
$42.2K - $53.4K
|
4.64K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
100+ 1.32% |
$42.2K - $53.4K
|
7.68K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
100+ 40.0% |
$42.2K - $53.4K
|
350
$181K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
99+ 12.06% |
$41.8K - $52.8K
|
920
$476K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
99+ 38.67% |
$41.8K - $52.8K
|
355
$184K
|