Purchases and Sales Made in Q4 2024 in Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP) during Q4 2024. 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 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9+ 0.75% |
$4.26K - $5.17K
|
1.21K
$683K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
9+ 18.37% |
$4.26K - $5.17K
|
58
$32.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.49% |
$4.26K - $5.17K
|
1.86K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
8+ 1.45% |
$3.79K - $4.59K
|
558
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7+ 0.61% |
$3.31K - $4.02K
|
1.15K
$650K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.47% |
$2.84K - $3.44K
|
1.27K
$717K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6+ 0.65% |
$2.84K - $3.44K
|
926
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.07% |
$2.37K - $2.87K
|
7.48K
$4.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5+ 0.7% |
$2.37K - $2.87K
|
717
$404K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5+ 1.16% |
$2.37K - $2.87K
|
437
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 31.25% |
$2.37K - $2.87K
|
21
$11.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
4+ 0.6% |
$1.89K - $2.3K
|
674
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 2.38% |
$1.89K - $2.3K
|
172
$96.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3+ 30.0% |
$1.42K - $1.72K
|
13
$7.32K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
2+ 0.23% |
$946 - $1.15K
|
889
$501K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2+ 0.47% |
$946 - $1.15K
|
430
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.37% |
$946 - $1.15K
|
542
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2+ 0.82% |
$946 - $1.15K
|
247
$139K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.21% |
$473 - $574
|
481
$271K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
1+ 0.11% |
$473 - $574
|
875
$493K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.38% |
$473 - $574
|
262
$148K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1+ 0.09% |
$473 - $574
|
1.11K
$627K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1+ 0.16% |
$473 - $574
|
632
$356K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.96% |
$473 - $574
|
52
$29.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1- 0.11% |
$473 - $574
|
916
$516K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 4.0% |
$473 - $574
|
24
$13.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 0.4% |
$946 - $1.15K
|
501
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2- 0.29% |
$946 - $1.15K
|
688
$388K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2- 0.21% |
$946 - $1.15K
|
943
$531K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4- 0.29% |
$1.89K - $2.3K
|
1.4K
$786K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 0.95% |
$1.89K - $2.3K
|
415
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-5- 0.99% |
$2.37K - $2.87K
|
500
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-5- 0.33% |
$2.37K - $2.87K
|
1.51K
$849K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-6- 0.54% |
$2.84K - $3.44K
|
1.11K
$625K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6- 1.69% |
$2.84K - $3.44K
|
348
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 35.0% |
$3.31K - $4.02K
|
13
$7.32K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-7- 0.49% |
$3.31K - $4.02K
|
1.41K
$794K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-10- 14.93% |
$4.73K - $5.74K
|
57
$32.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-11- 68.75% |
$5.2K - $6.31K
|
5
$2.82K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-14- 5.28% |
$6.62K - $8.04K
|
251
$141K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-14- 1.22% |
$6.62K - $8.04K
|
1.14K
$640K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-15- 2.31% |
$7.1K - $8.61K
|
635
$358K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-16- 3.12% |
$7.57K - $9.18K
|
497
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-16- 2.86% |
$7.57K - $9.18K
|
543
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-17- 0.11% |
$8.04K - $9.76K
|
15.3K
$8.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-18- 1.93% |
$8.52K - $10.3K
|
915
$516K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-18- 22.22% |
$8.52K - $10.3K
|
63
$35.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-23- 13.07% |
$10.9K - $13.2K
|
153
$86.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.35% |
$11.8K - $14.4K
|
7.17K
$4.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-25- 0.33% |
$11.8K - $14.4K
|
7.59K
$4.27M
|