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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-16- 2.64% |
$4.91K - $6.11K
|
591
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16- 1.14% |
$4.91K - $6.11K
|
1.38K
$751K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-16- 1.97% |
$4.91K - $6.11K
|
796
$433K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-17- 1.75% |
$5.22K - $6.49K
|
957
$520K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-17- 1.59% |
$5.22K - $6.49K
|
1.05K
$570K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-19- 0.16% |
$5.84K - $7.25K
|
11.8K
$6.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-19- 10.27% |
$5.84K - $7.25K
|
166
$90.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-20- 0.43% |
$6.14K - $7.63K
|
4.66K
$2.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20- 2.79% |
$6.14K - $7.63K
|
698
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-20- 2.2% |
$6.14K - $7.63K
|
889
$483K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-20- 22.22% |
$6.14K - $7.63K
|
70
$38K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-20- 2.0% |
$6.14K - $7.63K
|
978
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-21- 1.59% |
$6.45K - $8.01K
|
1.3K
$708K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-22- 0.51% |
$6.76K - $8.4K
|
4.29K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-22- 30.99% |
$6.76K - $8.4K
|
49
$26.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 0.75% |
$7.06K - $8.78K
|
3.06K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-23- 1.4% |
$7.06K - $8.78K
|
1.62K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-24- 6.59% |
$7.37K - $9.16K
|
340
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-25- 25.0% |
$7.68K - $9.54K
|
75
$40.8K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-25- 7.31% |
$7.68K - $9.54K
|
317
$172K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-27- 3.82% |
$8.29K - $10.3K
|
679
$369K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-27- 1.26% |
$8.29K - $10.3K
|
2.12K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-27- 3.28% |
$8.29K - $10.3K
|
796
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-28- 1.96% |
$8.6K - $10.7K
|
1.4K
$761K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-28- 39.44% |
$8.6K - $10.7K
|
43
$23.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-29- 1.31% |
$8.91K - $11.1K
|
2.19K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-29- 1.51% |
$8.91K - $11.1K
|
1.89K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-30- 3.3% |
$9.21K - $11.4K
|
879
$478K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-30- 7.79% |
$9.21K - $11.4K
|
355
$193K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-30- 0.97% |
$9.21K - $11.4K
|
3.06K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-31- 2.63% |
$9.52K - $11.8K
|
1.15K
$623K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-32- 96.97% |
$9.83K - $12.2K
|
1
$543
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-32- 0.91% |
$9.83K - $12.2K
|
3.5K
$1.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-32- 2.04% |
$9.83K - $12.2K
|
1.54K
$836K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-34- 3.37% |
$10.4K - $13K
|
976
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-35- 1.08% |
$10.7K - $13.4K
|
3.2K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-37- 3.76% |
$11.4K - $14.1K
|
946
$514K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-37- 2.93% |
$11.4K - $14.1K
|
1.23K
$666K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-37- 1.53% |
$11.4K - $14.1K
|
2.38K
$1.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-38- 3.33% |
$11.7K - $14.5K
|
1.1K
$599K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-39- 1.43% |
$12K - $14.9K
|
2.68K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-39- 1.43% |
$12K - $14.9K
|
2.68K
$1.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-40- 2.05% |
$12.3K - $15.3K
|
1.91K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-41- 2.15% |
$12.6K - $15.6K
|
1.87K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-41- 29.08% |
$12.6K - $15.6K
|
100
$54.3K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-41- 0.59% |
$12.6K - $15.6K
|
6.89K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-41- 43.16% |
$12.6K - $15.6K
|
54
$29.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-42- 4.99% |
$12.9K - $16K
|
799
$434K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-42- 4.99% |
$12.9K - $16K
|
799
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-42- 2.43% |
$12.9K - $16K
|
1.69K
$916K
|