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
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1- 0.15% |
$307 - $382
|
659
$371K
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1- 0.07% |
$307 - $382
|
1.37K
$770K
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1- 0.06% |
$307 - $382
|
1.63K
$919K
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-1- 0.15% |
$307 - $382
|
660
$372K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.2% |
$307 - $382
|
508
$286K
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1- 0.14% |
$307 - $382
|
695
$392K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2- 0.32% |
$614 - $763
|
617
$348K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2- 0.33% |
$614 - $763
|
606
$341K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 2.3% |
$614 - $763
|
85
$47.9K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2- 0.94% |
$614 - $763
|
211
$119K
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2- 0.12% |
$614 - $763
|
1.7K
$959K
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-3- 0.47% |
$921 - $1.14K
|
634
$357K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3- 0.1% |
$921 - $1.14K
|
3.02K
$1.7M
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 14.29% |
$921 - $1.14K
|
18
$10.1K
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-4- 0.23% |
$1.23K - $1.53K
|
1.73K
$976K
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-5- 1.64% |
$1.54K - $1.91K
|
300
$169K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5- 0.19% |
$1.54K - $1.91K
|
2.65K
$1.49M
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-5- 0.74% |
$1.54K - $1.91K
|
667
$376K
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6- 0.01% |
$1.84K - $2.29K
|
56.5K
$31.8M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6- 0.11% |
$1.84K - $2.29K
|
5.52K
$3.11M
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6- 0.84% |
$1.84K - $2.29K
|
712
$401K
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-6- 1.29% |
$1.84K - $2.29K
|
458
$258K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7- 0.99% |
$2.15K - $2.67K
|
702
$396K
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-7- 0.1% |
$2.15K - $2.67K
|
6.9K
$3.89M
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-7- 0.46% |
$2.15K - $2.67K
|
1.5K
$846K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-7- 46.67% |
$2.15K - $2.67K
|
8
$4.51K
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-7- 1.13% |
$2.15K - $2.67K
|
615
$346K
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-9- 21.43% |
$2.76K - $3.43K
|
33
$18.6K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 0.08% |
$3.07K - $3.82K
|
13.1K
$7.37M
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-10- 0.63% |
$3.07K - $3.82K
|
1.58K
$890K
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10- 0.68% |
$3.07K - $3.82K
|
1.47K
$827K
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 33.33% |
$3.07K - $3.82K
|
20
$11.3K
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-10- 0.14% |
$3.07K - $3.82K
|
7.04K
$3.96M
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-11- 1.76% |
$3.38K - $4.2K
|
613
$345K
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-11- 1.45% |
$3.38K - $4.2K
|
747
$421K
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-11- 1.76% |
$3.38K - $4.2K
|
614
$346K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 1.71% |
$3.99K - $4.96K
|
746
$420K
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-13- 1.91% |
$3.99K - $4.96K
|
667
$376K
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-13- 0.74% |
$3.99K - $4.96K
|
1.74K
$981K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13- 0.17% |
$3.99K - $4.96K
|
7.86K
$4.43M
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-14- 1.53% |
$4.3K - $5.34K
|
903
$509K
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-14- 0.84% |
$4.3K - $5.34K
|
1.66K
$936K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-14- 0.56% |
$4.3K - $5.34K
|
2.49K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-14- 0.37% |
$4.3K - $5.34K
|
3.81K
$2.15M
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-15- 0.88% |
$4.61K - $5.72K
|
1.68K
$947K
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-15- 0.22% |
$4.61K - $5.72K
|
6.93K
$3.91M
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 5.26% |
$4.61K - $5.72K
|
270
$152K
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-15- 1.68% |
$4.61K - $5.72K
|
876
$494K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 8.7% |
$4.91K - $6.11K
|
168
$94.7K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-16- 2.12% |
$4.91K - $6.11K
|
737
$415K
|