Purchases and Sales Made in Q3 2023 in Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
607New |
$198K - $217K
|
607
$327K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
600New |
$196K - $214K
|
600
$323K
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
600+ 55.3% |
$196K - $214K
|
1.69K
$908K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
598+ 16.43% |
$196K - $213K
|
4.24K
$2.28M
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
556+ 3.44% |
$182K - $198K
|
16.7K
$9.01M
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
529+ 1.17% |
$173K - $189K
|
45.7K
$24.6M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
513+ 1.92% |
$168K - $183K
|
27.2K
$14.7M
|
|
Nov 14, 2023
Q3 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
493+ 6.74% |
$161K - $176K
|
7.81K
$4.21M
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
488+ 4.15% |
$160K - $174K
|
12.2K
$6.59M
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
487+ 4.3% |
$159K - $174K
|
11.8K
$6.37M
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
472+ 15.27% |
$154K - $168K
|
3.56K
$1.92M
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
471+ 30.84% |
$154K - $168K
|
2K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
460+ 6.15% |
$150K - $164K
|
7.94K
$4.28M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
457+ 8.0% |
$149K - $163K
|
6.17K
$3.32M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
452+ 18.01% |
$148K - $161K
|
2.96K
$1.6M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
420New |
$137K - $150K
|
420
$226K
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
419+ 38.02% |
$137K - $150K
|
1.52K
$819K
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
413+ 2.85% |
$135K - $147K
|
14.9K
$8.04M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
410+ 11.03% |
$134K - $146K
|
4.13K
$2.22M
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
403+ 7.13% |
$132K - $144K
|
6.06K
$3.26M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
402New |
$131K - $143K
|
402
$217K
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
384New |
$126K - $137K
|
384
$207K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
369New |
$121K - $132K
|
369
$199K
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
367+ 13.1% |
$120K - $131K
|
3.17K
$1.71M
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
365+ 18.31% |
$119K - $130K
|
2.36K
$1.27M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
357+ 0.29% |
$117K - $127K
|
125K
$67.1M
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
356+ 31.96% |
$116K - $127K
|
1.47K
$792K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
351+ 8.24% |
$115K - $125K
|
4.61K
$2.48M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
340+ 12.35% |
$111K - $121K
|
3.09K
$1.67M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
328+ 12.6% |
$107K - $117K
|
2.93K
$1.58M
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
319+ 3.28% |
$104K - $114K
|
10.1K
$5.42M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
303+ 20.61% |
$99.1K - $108K
|
1.77K
$955K
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
300+ 5.9% |
$98.1K - $107K
|
5.38K
$2.9M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
300+ 8.6% |
$98.1K - $107K
|
3.79K
$2.04M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
296+ 25.26% |
$96.8K - $106K
|
1.47K
$791K
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
295+ 12.46% |
$96.5K - $105K
|
2.66K
$1.43M
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
294New |
$96.1K - $105K
|
294
$158K
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
286+ 5.78% |
$93.5K - $102K
|
5.23K
$2.82M
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
280+ 1.09% |
$91.5K - $99.9K
|
25.9K
$14M
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
279+ 0.3% |
$91.2K - $99.6K
|
94K
$50.6M
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
277+ 15.01% |
$90.6K - $98.9K
|
2.12K
$1.14M
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
276+ 8.88% |
$90.2K - $98.5K
|
3.38K
$1.82M
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
258+ 9.96% |
$84.4K - $92.1K
|
2.85K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
253+ 0.48% |
$82.7K - $90.3K
|
52.9K
$28.5M
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
252+ 4.34% |
$82.4K - $89.9K
|
6.06K
$3.27M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
251+ 4.76% |
$82.1K - $89.6K
|
5.53K
$2.98M
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
248+ 1.48% |
$81.1K - $88.5K
|
17K
$9.14M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
246+ 3.23% |
$80.4K - $87.8K
|
7.87K
$4.24M
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
237+ 0.42% |
$77.5K - $84.6K
|
56.7K
$30.6M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
226+ 13.42% |
$73.9K - $80.7K
|
1.91K
$1.03M
|