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 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33+ 1.54% |
$10.1K - $12.6K
|
2.18K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
32+ 5.13% |
$9.83K - $12.2K
|
656
$370K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32+ 1.43% |
$9.83K - $12.2K
|
2.27K
$1.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
31+ 310.0% |
$9.52K - $11.8K
|
41
$23.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
31+ 2.4% |
$9.52K - $11.8K
|
1.32K
$746K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
31+ 1.06% |
$9.52K - $11.8K
|
2.97K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
30New |
$9.21K - $11.4K
|
30
$16.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
29New |
$8.91K - $11.1K
|
29
$16.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 181.25% |
$8.91K - $11.1K
|
45
$25.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
29New |
$8.91K - $11.1K
|
29
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
29+ 0.22% |
$8.91K - $11.1K
|
13.4K
$7.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
29New |
$8.91K - $11.1K
|
29
$16.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
28New |
$8.6K - $10.7K
|
28
$15.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
24+ 3.09% |
$7.37K - $9.16K
|
800
$451K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
24+ 1.73% |
$7.37K - $9.16K
|
1.41K
$797K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
24+ 2.51% |
$7.37K - $9.16K
|
980
$552K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
24+ 1.79% |
$7.37K - $9.16K
|
1.37K
$770K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
24New |
$7.37K - $9.16K
|
24
$13.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
23+ 1.5% |
$7.06K - $8.78K
|
1.55K
$874K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
22+ 1.69% |
$6.76K - $8.4K
|
1.32K
$745K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
21+ 3.25% |
$6.45K - $8.01K
|
667
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
21+ 0.03% |
$6.45K - $8.01K
|
69.3K
$39M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
19+ 76.0% |
$5.84K - $7.25K
|
44
$24.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
19New |
$5.84K - $7.25K
|
19
$10.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 2.68% |
$5.53K - $6.87K
|
689
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
18+ 1.75% |
$5.53K - $6.87K
|
1.05K
$590K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17New |
$5.22K - $6.49K
|
17
$9.58K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16+ 2.02% |
$4.91K - $6.11K
|
809
$456K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16+ 0.8% |
$4.91K - $6.11K
|
2.02K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
16+ 17.2% |
$4.91K - $6.11K
|
109
$61.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16New |
$4.91K - $6.11K
|
16
$9.01K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
16+ 1.19% |
$4.91K - $6.11K
|
1.37K
$770K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
16New |
$4.91K - $6.11K
|
16
$9.01K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
16+ 2.47% |
$4.91K - $6.11K
|
664
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
15New |
$4.61K - $5.72K
|
15
$8.45K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
14+ 1.65% |
$4.3K - $5.34K
|
865
$487K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14+ 2.5% |
$4.3K - $5.34K
|
574
$323K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
14+ 0.22% |
$4.3K - $5.34K
|
6.27K
$3.53M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14+ 1.54% |
$4.3K - $5.34K
|
922
$519K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 1.24% |
$4.3K - $5.34K
|
1.14K
$642K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14New |
$4.3K - $5.34K
|
14
$7.89K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
13+ 30.23% |
$3.99K - $4.96K
|
56
$31.6K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
12New |
$3.69K - $4.58K
|
12
$6.76K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
11+ 1.78% |
$3.38K - $4.2K
|
630
$355K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
11+ 7.19% |
$3.38K - $4.2K
|
164
$92.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11New |
$3.38K - $4.2K
|
11
$6.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
10New |
$3.07K - $3.82K
|
10
$5.63K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
9+ 3.75% |
$2.76K - $3.43K
|
249
$140K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
9+ 0.61% |
$2.76K - $3.43K
|
1.48K
$833K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9New |
$2.76K - $3.43K
|
9
$5.07K
|