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 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 8.07% |
$12.4K - $13.6K
|
509
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
36New |
$11.8K - $12.8K
|
36
$18.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
35+ 175.0% |
$11.4K - $12.5K
|
55
$28.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
34+ 1.66% |
$11.1K - $12.1K
|
2.08K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
34+ 2.61% |
$11.1K - $12.1K
|
1.34K
$691K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
33+ 5.33% |
$10.8K - $11.8K
|
652
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
33+ 1.78% |
$10.8K - $11.8K
|
1.89K
$975K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
32+ 3200.0% |
$10.5K - $11.4K
|
33
$17.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
32+ 7.98% |
$10.5K - $11.4K
|
433
$224K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31+ 1.4% |
$10.1K - $11.1K
|
2.24K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
29+ 0.28% |
$9.48K - $10.4K
|
10.2K
$5.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 6.67% |
$8.83K - $9.64K
|
432
$223K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26+ 3.2% |
$8.5K - $9.28K
|
839
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
26New |
$8.5K - $9.28K
|
26
$13.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
26+ 185.71% |
$8.5K - $9.28K
|
40
$20.7K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
26+ 3.19% |
$8.5K - $9.28K
|
841
$435K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
26+ 3.19% |
$8.5K - $9.28K
|
841
$435K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
26+ 2.1% |
$8.5K - $9.28K
|
1.27K
$655K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
25+ 2.83% |
$8.17K - $8.92K
|
909
$470K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
24+ 0.51% |
$7.85K - $8.57K
|
4.7K
$2.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
24+ 0.6% |
$7.85K - $8.57K
|
4.05K
$2.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22+ 0.79% |
$7.19K - $7.85K
|
2.8K
$1.45M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
20+ 0.44% |
$6.54K - $7.14K
|
4.55K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20+ 1.06% |
$6.54K - $7.14K
|
1.91K
$987K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
20+ 2.53% |
$6.54K - $7.14K
|
809
$418K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
18+ 0.38% |
$5.89K - $6.42K
|
4.76K
$2.46M
|
|
|
Aug 07, 2025
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17+ 4.02% |
$5.56K - $6.07K
|
440
$227K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
16+ 2.1% |
$5.23K - $5.71K
|
777
$402K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
16+ 2.16% |
$5.23K - $5.71K
|
758
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
16+ 0.47% |
$5.23K - $5.71K
|
3.45K
$1.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
16+ 2.05% |
$5.23K - $5.71K
|
797
$412K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
15+ 1.41% |
$4.9K - $5.35K
|
1.08K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
15+ 0.96% |
$4.9K - $5.35K
|
1.58K
$817K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$4.58K - $5K
|
3.98K
$2.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
14+ 1.98% |
$4.58K - $5K
|
721
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$4.58K - $5K
|
3.98K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
13+ 1.2% |
$4.25K - $4.64K
|
1.09K
$566K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 0.74% |
$3.92K - $4.28K
|
1.63K
$844K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 6.52% |
$3.92K - $4.28K
|
196
$101K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11+ 0.65% |
$3.6K - $3.93K
|
1.7K
$876K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
11+ 2.53% |
$3.6K - $3.93K
|
445
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
10New |
$3.27K - $3.57K
|
10
$5.17K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10+ 0.78% |
$3.27K - $3.57K
|
1.29K
$668K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
10+ 10.64% |
$3.27K - $3.57K
|
104
$53.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.81% |
$2.94K - $3.21K
|
1.13K
$582K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9+ 45.0% |
$2.94K - $3.21K
|
29
$15K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9+ 16.67% |
$2.94K - $3.21K
|
63
$32.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 400.0% |
$2.62K - $2.86K
|
10
$5.17K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 114.29% |
$2.62K - $2.86K
|
15
$7.76K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.08% |
$2.62K - $2.86K
|
9.93K
$5.13M
|