Evercore Wealth Management, LLC Ameriprise Financial Inc Transaction History

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024

A detailed history of Evercore Wealth Management, LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,065 shares of AMP stock, worth $559,412. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,065
Previous 1,065 -0.0%
Holding current value
$559,412
Previous $500,000 13.4%
% of portfolio
0.01%
Previous 0.01%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$407.69 - $442.22 $5,707 - $6,191
-14 Reduced 1.3%
1,065 $454,000
Q1 2024

May 15, 2024
SELL
$372.06 - $438.44 $3,348 - $3,945
-9 Reduced 0.83%
1,079 $473,000
Q4 2023

Feb 14, 2024
BUY
$307.14 - $381.62 $1,842 - $2,289
6 Added 0.55%
1,088 $413,000
Q3 2023

Nov 14, 2023
SELL
$326.95 - $356.9 $18,309 - $19,986
-56 Reduced 4.92%
1,082 $356,000
Q2 2023

Aug 04, 2023
BUY
$282.02 - $332.16 $51,891 - $61,117
184 Added 19.29%
1,138 $377,000
Q1 2023

May 15, 2023
BUY
$281.43 - $355.33 $3,095 - $3,908
11 Added 1.17%
954 $292,000
Q4 2022

Feb 14, 2023
BUY
$257.84 - $332.52 $3,094 - $3,990
12 Added 1.29%
943 $293,000
Q3 2022

Nov 14, 2022
BUY
$223.12 - $291.83 $15,618 - $20,428
70 Added 8.13%
931 $234,000
Q2 2022

Aug 15, 2022
SELL
$235.1 - $300.84 $4,702 - $6,016
-20 Reduced 2.27%
861 $205,000
Q1 2022

May 16, 2022
SELL
$261.39 - $328.58 $5,489 - $6,900
-21 Reduced 2.33%
881 $265,000
Q3 2021

Nov 15, 2021
SELL
$238.11 - $277.6 $22,620 - $26,372
-95 Reduced 9.53%
902 $239,000
Q2 2021

Aug 16, 2021
SELL
$235.41 - $265.65 $14,830 - $16,735
-63 Reduced 5.94%
997 $248,000
Q1 2021

May 17, 2021
SELL
$187.01 - $232.8 $17,578 - $21,883
-94 Reduced 8.15%
1,060 $246,000
Q4 2020

Feb 16, 2021
SELL
$155.31 - $196.28 $24,228 - $30,619
-156 Reduced 11.91%
1,154 $224,000
Q3 2020

Nov 16, 2020
BUY
$143.29 - $162.55 $187,709 - $212,940
1,310 New
1,310 $201,000
Q1 2020

May 14, 2020
SELL
$82.88 - $179.72 $112,633 - $244,239
-1,359 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$129.21 - $168.43 $2,842 - $3,705
-22 Reduced 1.59%
1,359 $227,000
Q3 2019

Nov 14, 2019
SELL
$122.4 - $151.47 $27,907 - $34,535
-228 Reduced 14.17%
1,381 $203,000
Q2 2019

Aug 13, 2019
SELL
$132.68 - $153.53 $78,148 - $90,429
-589 Reduced 26.8%
1,609 $233,000
Q1 2019

May 14, 2019
BUY
$105.1 - $134.89 $231,009 - $296,488
2,198 New
2,198 $282,000
Q4 2018

Feb 13, 2019
SELL
$97.58 - $151.97 $168,520 - $262,452
-1,727 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
$136.27 - $149.99 $27,526 - $30,297
202 Added 13.25%
1,727 $255,000
Q2 2018

Aug 14, 2018
SELL
$131.49 - $148.75 $412,089 - $466,182
-3,134 Reduced 67.27%
1,525 $214,000
Q3 2017

Nov 13, 2017
BUY
$132.16 - $148.8 $615,733 - $693,259
4,659
4,659 $692,000

Others Institutions Holding AMP

# of Institutions
1,509
Shares Held
81.7M
Call Options Held
197K
Put Options Held
172K
View Full List

About AMERIPRISE FINANCIAL INC

AMP Quotes by TradingView
  • Ticker AMP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 106,700,000
  • Market Cap $56B
  • Description
  • Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice ...
More about AMP
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