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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
16+ 1.21% |
$6.26K - $7.52K
|
1.34K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
16+ 1.11% |
$6.26K - $7.52K
|
1.45K
$750K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
16+ 53.33% |
$6.26K - $7.52K
|
46
$23.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
16+ 2.45% |
$6.26K - $7.52K
|
670
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16+ 1.92% |
$6.26K - $7.52K
|
848
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16+ 1.13% |
$6.26K - $7.52K
|
1.43K
$738K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
15+ 2.59% |
$5.87K - $7.05K
|
594
$307K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15+ 0.25% |
$5.87K - $7.05K
|
6.02K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
15+ 0.15% |
$5.87K - $7.05K
|
9.8K
$5.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
15+ 2.68% |
$5.87K - $7.05K
|
574
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
15+ 3.15% |
$5.87K - $7.05K
|
491
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
14+ 2.55% |
$5.48K - $6.58K
|
564
$292K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
14+ 0.14% |
$5.48K - $6.58K
|
10.3K
$5.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14+ 1.69% |
$5.48K - $6.58K
|
844
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
14+ 5.83% |
$5.48K - $6.58K
|
254
$131K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
14+ 0.36% |
$5.48K - $6.58K
|
3.9K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14+ 25.93% |
$5.48K - $6.58K
|
68
$35.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 8.9% |
$5.09K - $6.11K
|
159
$82.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12+ 1.94% |
$4.7K - $5.64K
|
631
$326K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
$3.92K - $4.7K
|
10
$5.17K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
10+ 1.0% |
$3.92K - $4.7K
|
1.01K
$522K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10+ 0.35% |
$3.92K - $4.7K
|
2.87K
$1.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
10+ 10.0% |
$3.92K - $4.7K
|
110
$56.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9+ 1.33% |
$3.52K - $4.23K
|
687
$355K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9+ 1.49% |
$3.52K - $4.23K
|
615
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
9+ 1.4% |
$3.52K - $4.23K
|
652
$337K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
9+ 1.75% |
$3.52K - $4.23K
|
524
$271K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
9New |
$3.52K - $4.23K
|
9
$4.65K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9+ 1.18% |
$3.52K - $4.23K
|
771
$399K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9+ 0.28% |
$3.52K - $4.23K
|
3.25K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
9+ 1.74% |
$3.52K - $4.23K
|
526
$272K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
9+ 0.55% |
$3.52K - $4.23K
|
1.64K
$847K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
8New |
$3.13K - $3.76K
|
8
$4.14K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
8+ 1.55% |
$3.13K - $3.76K
|
523
$270K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8+ 0.88% |
$3.13K - $3.76K
|
917
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.21% |
$3.13K - $3.76K
|
3.74K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7+ 0.28% |
$2.74K - $3.29K
|
2.53K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
7New |
$2.74K - $3.29K
|
7
$3.62K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
7+ 1.29% |
$2.74K - $3.29K
|
550
$284K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
7+ 0.5% |
$2.74K - $3.29K
|
1.42K
$732K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
7New |
$2.74K - $3.29K
|
7
$3.62K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 1.02% |
$2.35K - $2.82K
|
597
$309K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
6+ 0.77% |
$2.35K - $2.82K
|
782
$404K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6New |
$2.35K - $2.82K
|
6
$3.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6+ 0.84% |
$2.35K - $2.82K
|
724
$374K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6+ 54.55% |
$2.35K - $2.82K
|
17
$8.79K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.06% |
$2.35K - $2.82K
|
9.89K
$5.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 200.0% |
$2.35K - $2.82K
|
9
$4.65K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
5+ 0.8% |
$1.96K - $2.35K
|
633
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5+ 1.06% |
$1.96K - $2.35K
|
478
$247K
|