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 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
98+ 0.99% |
$30.1K - $37.4K
|
9.98K
$5.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
96+ 6.35% |
$29.5K - $36.6K
|
1.61K
$907K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
95+ 6.12% |
$29.2K - $36.3K
|
1.65K
$928K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
94+ 3.59% |
$28.9K - $35.9K
|
2.71K
$1.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
90New |
$27.6K - $34.3K
|
90
$50.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
90+ 5.32% |
$27.6K - $34.3K
|
1.78K
$1M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
89New |
$27.3K - $34K
|
89
$50.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
88+ 0.76% |
$27K - $33.6K
|
11.7K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
86+ 7.85% |
$26.4K - $32.8K
|
1.18K
$666K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
81+ 1.8% |
$24.9K - $30.9K
|
4.59K
$2.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
79+ 18.29% |
$24.3K - $30.1K
|
511
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78+ 0.92% |
$24K - $29.8K
|
8.53K
$4.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
73+ 0.54% |
$22.4K - $27.9K
|
13.6K
$7.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
67+ 2.33% |
$20.6K - $25.6K
|
2.95K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
66+ 11.17% |
$20.3K - $25.2K
|
657
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
66+ 4.94% |
$20.3K - $25.2K
|
1.4K
$790K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
63+ 6.28% |
$19.3K - $24K
|
1.07K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
63New |
$19.3K - $24K
|
63
$35.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
62+ 0.62% |
$19K - $23.7K
|
10.1K
$5.7M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
62+ 5.1% |
$19K - $23.7K
|
1.28K
$719K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
60+ 2.84% |
$18.4K - $22.9K
|
2.18K
$1.23M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
60+ 20.69% |
$18.4K - $22.9K
|
350
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
60New |
$18.4K - $22.9K
|
60
$33.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
58+ 6.03% |
$17.8K - $22.1K
|
1.02K
$575K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
57+ 0.92% |
$17.5K - $21.8K
|
6.23K
$3.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
57+ 1.57% |
$17.5K - $21.8K
|
3.69K
$2.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
56New |
$17.2K - $21.4K
|
56
$31.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
55New |
$16.9K - $21K
|
55
$31K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
53+ 1.87% |
$16.3K - $20.2K
|
2.89K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
52New |
$16K - $19.8K
|
52
$29.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
51+ 4.52% |
$15.7K - $19.5K
|
1.18K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49+ 0.18% |
$15K - $18.7K
|
27.3K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
48+ 2.13% |
$14.7K - $18.3K
|
2.31K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
48+ 52.17% |
$14.7K - $18.3K
|
140
$78.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
46+ 2.44% |
$14.1K - $17.6K
|
1.93K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
45+ 4.09% |
$13.8K - $17.2K
|
1.14K
$645K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
45New |
$13.8K - $17.2K
|
45
$25.4K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
41+ 5.04% |
$12.6K - $15.6K
|
854
$481K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41+ 1.78% |
$12.6K - $15.6K
|
2.34K
$1.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
40+ 2.32% |
$12.3K - $15.3K
|
1.77K
$996K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
40+ 2.32% |
$12.3K - $15.3K
|
1.77K
$996K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 1.64% |
$12K - $14.9K
|
2.42K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
38+ 4.83% |
$11.7K - $14.5K
|
825
$465K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
38+ 0.47% |
$11.7K - $14.5K
|
8.1K
$4.56M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
37New |
$11.4K - $14.1K
|
37
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
36New |
$11.1K - $13.7K
|
36
$20.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
35+ 2.27% |
$10.7K - $13.4K
|
1.58K
$888K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
35+ 21.47% |
$10.7K - $13.4K
|
198
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
34+ 4.72% |
$10.4K - $13K
|
755
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
34+ 1.97% |
$10.4K - $13K
|
1.76K
$989K
|