Purchases and Sales Made in Q4 2023 in Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
9+ 3.75% |
$2.76K - $3.43K
|
249
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$2.76K - $3.43K
|
9
$4.43K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 0.83% |
$2.46K - $3.05K
|
974
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8+ 80.0% |
$2.46K - $3.05K
|
18
$8.87K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
7+ 0.19% |
$2.15K - $2.67K
|
3.61K
$1.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 7.41% |
$1.84K - $2.29K
|
87
$42.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
6New |
$1.84K - $2.29K
|
6
$2.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6+ 0.55% |
$1.84K - $2.29K
|
1.09K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.77% |
$1.84K - $2.29K
|
790
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5+ 1.36% |
$1.54K - $1.91K
|
374
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5+ 0.17% |
$1.54K - $1.91K
|
2.96K
$1.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5+ 0.49% |
$1.54K - $1.91K
|
1.03K
$508K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5+ 0.24% |
$1.54K - $1.91K
|
2.07K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
5+ 0.94% |
$1.54K - $1.91K
|
536
$264K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.61% |
$1.54K - $1.91K
|
828
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
5+ 0.82% |
$1.54K - $1.91K
|
614
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.56% |
$1.54K - $1.91K
|
898
$442K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4New |
$1.23K - $1.53K
|
4
$1.97K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.3% |
$1.23K - $1.53K
|
1.34K
$662K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4+ 0.11% |
$1.23K - $1.53K
|
3.68K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.33% |
$1.23K - $1.53K
|
1.23K
$606K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4New |
$1.23K - $1.53K
|
4
$1.97K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3+ 0.37% |
$921 - $1.14K
|
812
$400K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$921 - $1.14K
|
1.49K
$733K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.33% |
$921 - $1.14K
|
910
$448K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 2.11% |
$921 - $1.14K
|
145
$71.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3+ 0.11% |
$921 - $1.14K
|
2.8K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3New |
$921 - $1.14K
|
3
$1.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
3+ 0.36% |
$921 - $1.14K
|
845
$416K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2New |
$614 - $763
|
2
$985
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 2.0% |
$614 - $763
|
102
$50.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 12.5% |
$614 - $763
|
18
$8.87K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2+ 0.32% |
$614 - $763
|
625
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 1.14% |
$614 - $763
|
177
$87.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2+ 2.99% |
$614 - $763
|
69
$34K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 7.14% |
$307 - $382
|
15
$7.39K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.25% |
$307 - $382
|
403
$199K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1+ 0.12% |
$307 - $382
|
819
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$307 - $382
|
1
$493
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1+ 1.27% |
$307 - $382
|
80
$39.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1+ 0.13% |
$307 - $382
|
753
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.09% |
$307 - $382
|
93
$45.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1+ 16.67% |
$307 - $382
|
7
$3.45K
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1+ 0.06% |
$307 - $382
|
1.55K
$761K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.31% |
$307 - $382
|
328
$162K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 3.7% |
$307 - $382
|
28
$13.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1+ 0.68% |
$307 - $382
|
149
$73.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.08% |
$307 - $382
|
1.33K
$653K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|