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 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
99+ 38.67% |
$41.8K - $52.8K
|
355
$184K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
99+ 0.88% |
$41.8K - $52.8K
|
11.4K
$5.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
99+ 2.82% |
$41.8K - $52.8K
|
3.61K
$1.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
98+ 46.23% |
$41.4K - $52.3K
|
310
$160K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
98+ 17.82% |
$41.4K - $52.3K
|
648
$335K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
98+ 15.41% |
$41.4K - $52.3K
|
734
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
94+ 17.41% |
$39.7K - $50.2K
|
634
$328K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
92+ 0.82% |
$38.8K - $49.1K
|
11.3K
$5.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
92+ 16.0% |
$38.8K - $49.1K
|
667
$345K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
89+ 4.81% |
$37.6K - $47.5K
|
1.94K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
89+ 4.59% |
$37.6K - $47.5K
|
2.03K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
88+ 3.1% |
$37.2K - $47K
|
2.93K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
87+ 28.34% |
$36.7K - $46.4K
|
394
$204K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
87+ 16.38% |
$36.7K - $46.4K
|
618
$320K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
85+ 1.0% |
$35.9K - $45.4K
|
8.55K
$4.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
85+ 6.11% |
$35.9K - $45.4K
|
1.48K
$763K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
84+ 1.1% |
$35.5K - $44.8K
|
7.75K
$4M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
82+ 4.66% |
$34.6K - $43.8K
|
1.84K
$953K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
80+ 59.7% |
$33.8K - $42.7K
|
214
$111K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
80New |
$33.8K - $42.7K
|
80
$41.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
75+ 6.01% |
$31.7K - $40K
|
1.32K
$683K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
75+ 15.53% |
$31.7K - $40K
|
558
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
74+ 0.34% |
$31.2K - $39.5K
|
22.1K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
72+ 14.06% |
$30.4K - $38.4K
|
584
$302K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
72+ 2.46% |
$30.4K - $38.4K
|
2.99K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
70+ 78.65% |
$29.6K - $37.4K
|
159
$82.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
67+ 2.75% |
$28.3K - $35.8K
|
2.51K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
67+ 0.58% |
$28.3K - $35.8K
|
11.6K
$5.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
66+ 9.58% |
$27.9K - $35.2K
|
755
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
65+ 0.7% |
$27.4K - $34.7K
|
9.35K
$4.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
64New |
$27K - $34.2K
|
64
$33.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
64+ 11.62% |
$27K - $34.2K
|
615
$318K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
62+ 10.86% |
$26.2K - $33.1K
|
633
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
58+ 8.36% |
$24.5K - $31K
|
752
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
58+ 3.95% |
$24.5K - $31K
|
1.53K
$790K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
57+ 7.09% |
$24.1K - $30.4K
|
861
$445K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
57+ 1.68% |
$24.1K - $30.4K
|
3.44K
$1.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
56+ 0.96% |
$23.6K - $29.9K
|
5.9K
$3.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
56+ 1.25% |
$23.6K - $29.9K
|
4.52K
$2.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
55+ 1.12% |
$23.2K - $29.4K
|
4.96K
$2.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
55+ 1.85% |
$23.2K - $29.4K
|
3.03K
$1.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
52+ 5.5% |
$22K - $27.8K
|
998
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
52+ 6.99% |
$22K - $27.8K
|
796
$412K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
51+ 0.78% |
$21.5K - $27.2K
|
6.57K
$3.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
50+ 5.53% |
$21.1K - $26.7K
|
954
$493K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
50+ 9.9% |
$21.1K - $26.7K
|
555
$287K
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
50+ 4.61% |
$21.1K - $26.7K
|
1.14K
$587K
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
50+ 2.51% |
$21.1K - $26.7K
|
2.05K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
50+ 2.51% |
$21.1K - $26.7K
|
2.04K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
49+ 5.81% |
$20.7K - $26.2K
|
893
$462K
|