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 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
93+ 6.41% |
$30.4K - $33.2K
|
1.54K
$832K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
93+ 1.76% |
$30.4K - $33.2K
|
5.38K
$2.9M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
93+ 5.69% |
$30.4K - $33.2K
|
1.73K
$931K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
93+ 5.13% |
$30.4K - $33.2K
|
1.91K
$1.03M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
90New |
$29.4K - $32.1K
|
90
$48.5K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
90+ 3.38% |
$29.4K - $32.1K
|
2.75K
$1.48M
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
87+ 3.95% |
$28.4K - $31.1K
|
2.29K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
87New |
$28.4K - $31.1K
|
87
$46.9K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
86+ 6.95% |
$28.1K - $30.7K
|
1.32K
$713K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
84+ 0.31% |
$27.5K - $30K
|
27.1K
$14.6M
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
83+ 5.32% |
$27.1K - $29.6K
|
1.64K
$885K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
81+ 3.93% |
$26.5K - $28.9K
|
2.14K
$1.15M
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
79New |
$25.8K - $28.2K
|
79
$42.6K
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
79+ 4.52% |
$25.8K - $28.2K
|
1.83K
$985K
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
76+ 10.33% |
$24.8K - $27.1K
|
812
$437K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
76+ 32.07% |
$24.8K - $27.1K
|
313
$169K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
75+ 0.46% |
$24.5K - $26.8K
|
16.3K
$8.77M
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
74+ 3.0% |
$24.2K - $26.4K
|
2.54K
$1.37M
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
71New |
$23.2K - $25.3K
|
71
$38.3K
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
70+ 3.2% |
$22.9K - $25K
|
2.26K
$1.22M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
69+ 2.92% |
$22.6K - $24.6K
|
2.43K
$1.31M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
67New |
$21.9K - $23.9K
|
67
$36.1K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
67+ 6.49% |
$21.9K - $23.9K
|
1.1K
$592K
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
67+ 0.49% |
$21.9K - $23.9K
|
13.7K
$7.38M
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
66+ 194.12% |
$21.6K - $23.6K
|
100
$53.9K
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
65+ 23.64% |
$21.3K - $23.2K
|
340
$183K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
64+ 278.26% |
$20.9K - $22.8K
|
87
$46.9K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
61+ 0.99% |
$19.9K - $21.8K
|
6.22K
$3.35M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
60+ 2.07% |
$19.6K - $21.4K
|
2.95K
$1.59M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
59+ 4.93% |
$19.3K - $21.1K
|
1.26K
$676K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
57+ 0.58% |
$18.6K - $20.3K
|
9.9K
$5.33M
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
56New |
$18.3K - $20K
|
56
$30.2K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
53+ 8.07% |
$17.3K - $18.9K
|
710
$383K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
52+ 6.18% |
$17K - $18.6K
|
893
$481K
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
51+ 3.93% |
$16.7K - $18.2K
|
1.35K
$727K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
51+ 38.35% |
$16.7K - $18.2K
|
184
$99.1K
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
51+ 1.37% |
$16.7K - $18.2K
|
3.78K
$2.04M
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
50+ 4.44% |
$16.3K - $17.8K
|
1.18K
$634K
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
50+ 5.27% |
$16.3K - $17.8K
|
998
$538K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
47+ 1.42% |
$15.4K - $16.8K
|
3.36K
$1.81M
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
46+ 0.26% |
$15K - $16.4K
|
17.9K
$9.67M
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
43+ 3.19% |
$14.1K - $15.3K
|
1.39K
$749K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
41+ 75.93% |
$13.4K - $14.6K
|
95
$51.2K
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
40+ 0.62% |
$13.1K - $14.3K
|
6.54K
$3.52M
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
38+ 0.61% |
$12.4K - $13.6K
|
6.26K
$3.37M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 8.07% |
$12.4K - $13.6K
|
509
$274K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
38+ 11.21% |
$12.4K - $13.6K
|
377
$203K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
36New |
$11.8K - $12.8K
|
36
$19.4K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
35+ 175.0% |
$11.4K - $12.5K
|
55
$29.6K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
34+ 2.61% |
$11.1K - $12.1K
|
1.34K
$720K
|