Purchases and Sales Made in Q3 2024 in Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14+ 25.93% |
$5.48K - $6.58K
|
68
$36.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
14+ 0.36% |
$5.48K - $6.58K
|
3.9K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
14+ 5.83% |
$5.48K - $6.58K
|
254
$138K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
14+ 0.14% |
$5.48K - $6.58K
|
10.3K
$5.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 8.9% |
$5.09K - $6.11K
|
159
$86.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12+ 1.94% |
$4.7K - $5.64K
|
631
$343K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10+ 0.35% |
$3.92K - $4.7K
|
2.87K
$1.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
10+ 10.0% |
$3.92K - $4.7K
|
110
$59.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
$3.92K - $4.7K
|
10
$5.43K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
10+ 1.0% |
$3.92K - $4.7K
|
1.01K
$549K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
9+ 1.74% |
$3.52K - $4.23K
|
526
$286K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9+ 1.33% |
$3.52K - $4.23K
|
687
$373K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9+ 1.49% |
$3.52K - $4.23K
|
615
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
9+ 1.4% |
$3.52K - $4.23K
|
652
$354K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
9+ 1.75% |
$3.52K - $4.23K
|
524
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9+ 1.18% |
$3.52K - $4.23K
|
771
$419K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9+ 0.28% |
$3.52K - $4.23K
|
3.25K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
9New |
$3.52K - $4.23K
|
9
$4.89K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
9+ 0.55% |
$3.52K - $4.23K
|
1.64K
$891K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
8+ 1.55% |
$3.13K - $3.76K
|
523
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.21% |
$3.13K - $3.76K
|
3.74K
$2.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8+ 0.88% |
$3.13K - $3.76K
|
917
$498K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
8New |
$3.13K - $3.76K
|
8
$4.35K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
7+ 1.29% |
$2.74K - $3.29K
|
550
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
7New |
$2.74K - $3.29K
|
7
$3.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
7New |
$2.74K - $3.29K
|
7
$3.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7+ 0.28% |
$2.74K - $3.29K
|
2.53K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
7+ 0.5% |
$2.74K - $3.29K
|
1.42K
$769K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
6+ 0.77% |
$2.35K - $2.82K
|
782
$425K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 1.02% |
$2.35K - $2.82K
|
597
$324K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.06% |
$2.35K - $2.82K
|
9.89K
$5.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 200.0% |
$2.35K - $2.82K
|
9
$4.89K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6New |
$2.35K - $2.82K
|
6
$3.26K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6+ 0.84% |
$2.35K - $2.82K
|
724
$393K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6+ 54.55% |
$2.35K - $2.82K
|
17
$9.24K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
5+ 0.8% |
$1.96K - $2.35K
|
633
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5+ 1.06% |
$1.96K - $2.35K
|
478
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
5+ 0.06% |
$1.96K - $2.35K
|
9.03K
$4.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4+ 0.44% |
$1.57K - $1.88K
|
920
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
4+ 0.02% |
$1.57K - $1.88K
|
19.1K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.8% |
$1.57K - $1.88K
|
503
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4+ 0.42% |
$1.57K - $1.88K
|
955
$519K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 1.75% |
$1.57K - $1.88K
|
233
$127K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3+ 0.6% |
$1.17K - $1.41K
|
503
$273K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.21% |
$1.17K - $1.41K
|
1.46K
$795K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.61% |
$1.17K - $1.41K
|
494
$268K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3+ 0.36% |
$1.17K - $1.41K
|
831
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 0.21% |
$1.17K - $1.41K
|
1.41K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3+ 0.25% |
$1.17K - $1.41K
|
1.22K
$661K
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
3+ 0.27% |
$1.17K - $1.41K
|
1.12K
$606K
|