Welch & Forbes LLC Ameriprise Financial Inc Transaction History

Welch & Forbes LLC

$7.64 Billion
Q4 2024

A detailed history of Welch & Forbes LLC transactions in Ameriprise Financial Inc stock. As of the latest transaction made, Welch & Forbes LLC holds 179,999 shares of AMP stock, worth $87.4 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

179,999

Previous 182,934 1.6%

Holding current value

$87.4 Million

Previous $85.9 Million 11.51%

% of portfolio

1.25%

Previous 1.11%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$473.15 - $574.01 $1.39 Million - $1.68 Million	-2,935 Reduced 1.6%	179,999 $95.8 Million
Q3 2024 Nov 04, 2024	BUY	$391.53 - $469.81 $438,905 - $526,657	1,121 Added 0.62%	182,934 $85.9 Million
Q2 2024 Aug 01, 2024	SELL	$407.69 - $442.22 $1.01 Million - $1.1 Million	-2,477 Reduced 1.34%	181,813 $77.7 Million
Q1 2024 May 02, 2024	SELL	$372.06 - $438.44 $4.57 Million - $5.38 Million	-12,273 Reduced 6.24%	184,290 $80.8 Million
Q4 2023 Feb 06, 2024	SELL	$307.14 - $381.62 $618,579 - $768,582	-2,014 Reduced 1.01%	196,563 $74.7 Million
Q3 2023 Nov 02, 2023	SELL	$326.95 - $356.9 $741,522 - $809,449	-2,268 Reduced 1.13%	198,577 $65.5 Million
Q2 2023 Jul 28, 2023	SELL	$282.02 - $332.16 $359,857 - $423,836	-1,276 Reduced 0.63%	200,845 $66.7 Million
Q1 2023 Apr 14, 2023	SELL	$281.43 - $355.33 $1.11 Million - $1.4 Million	-3,937 Reduced 1.91%	202,121 $62 Million
Q4 2022 Feb 02, 2023	SELL	$257.84 - $332.52 $1.05 Million - $1.35 Million	-4,064 Reduced 1.93%	206,058 $64.2 Million
Q3 2022 Oct 28, 2022	BUY	$223.12 - $291.83 $81,661 - $106,809	366 Added 0.17%	210,122 $52.9 Million
Q2 2022 Jul 22, 2022	SELL	$235.1 - $300.84 $223,109 - $285,497	-949 Reduced 0.45%	209,756 $49.9 Million
Q1 2022 Apr 25, 2022	SELL	$261.39 - $328.58 $39,469 - $49,615	-151 Reduced 0.07%	210,705 $63.3 Million
Q4 2021 Jan 19, 2022	SELL	$264.89 - $310.24 $153,636 - $179,939	-580 Reduced 0.27%	210,856 $63.6 Million
Q3 2021 Oct 13, 2021	BUY	$238.11 - $277.6 $175,248 - $204,313	736 Added 0.35%	211,436 $55.8 Million
Q2 2021 Jul 22, 2021	BUY	$235.41 - $265.65 $203,865 - $230,052	866 Added 0.41%	210,700 $52.4 Million
Q1 2021 Apr 14, 2021	BUY	$187.01 - $232.8 $499,503 - $621,808	2,671 Added 1.29%	209,834 $48.8 Million
Q4 2020 Jan 20, 2021	SELL	$155.31 - $196.28 $590,643 - $746,452	-3,803 Reduced 1.8%	207,163 $40.3 Million
Q3 2020 Oct 23, 2020	BUY	$143.29 - $162.55 $231,126 - $262,193	1,613 Added 0.77%	210,966 $32.5 Million
Q2 2020 Jul 15, 2020	SELL	$90.32 - $162.7 $329,306 - $593,204	-3,646 Reduced 1.71%	209,353 $31.4 Million
Q1 2020 Apr 17, 2020	SELL	$82.88 - $179.72 $129,624 - $281,082	-1,564 Reduced 0.73%	212,999 $21.8 Million
Q4 2019 Jan 17, 2020	SELL	$129.21 - $168.43 $41,734 - $54,402	-323 Reduced 0.15%	214,563 $35.7 Million
Q3 2019 Oct 11, 2019	BUY	$122.4 - $151.47 $23,745 - $29,385	194 Added 0.09%	214,886 $31.6 Million
Q2 2019 Jul 12, 2019	BUY	$132.68 - $153.53 $137,058 - $158,596	1,033 Added 0.48%	214,692 $31.2 Million
Q1 2019 Apr 29, 2019	BUY	$105.1 - $134.89 $557,450 - $715,456	5,304 Added 2.55%	213,659 $27.4 Million
Q4 2018 Feb 05, 2019	SELL	$97.58 - $151.97 $106,654 - $166,103	-1,093 Reduced 0.52%	208,355 $21.7 Million
Q3 2018 Oct 17, 2018	BUY	$136.27 - $149.99 $847,190 - $932,487	6,217 Added 3.06%	209,448 $30.9 Million
Q2 2018 Jul 16, 2018	BUY	$131.49 - $148.75 $212,224 - $240,082	1,614 Added 0.8%	203,231 $28.4 Million
Q1 2018 Apr 12, 2018	BUY	$144.89 - $182.04 $1.45 Million - $1.82 Million	10,011 Added 5.22%	201,617 $29.8 Million
Q4 2017 Jan 26, 2018	BUY	$148.67 - $171.7 $398,435 - $460,155	2,680 Added 1.42%	191,606 $32.5 Million
Q3 2017 Nov 13, 2017	BUY	$132.16 - $148.8 $25 Million - $28.1 Million	188,926	188,926 $28.1 Million

Others Institutions Holding AMP

# of Institutions

1,513

Shares Held

81.9M

Call Options Held

197K

Put Options Held

172K

View Full List

About AMERIPRISE FINANCIAL INC

Ticker AMP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 106,700,000
Market Cap $51.8B
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 ...

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