Latest Institutional Transactions on Ameriprise Financial Inc (AMP)
This table provides information on the latest institutional transactions involving Ameriprise Financial Inc (AMP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
263+ 37.3% |
$116K - $131K
|
968
$427K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-4- 0.27% |
$1.76K - $1.99K
|
1.47K
$648K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.18% |
$441 - $498
|
566
$249K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.18K+ 10.11% |
$961K - $1.09M
|
23.8K
$10.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-71- 7.8% |
$31.3K - $35.3K
|
839
$370K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
115+ 2.76% |
$50.7K - $57.2K
|
4.29K
$1.89M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
241+ 47.91% |
$106K - $120K
|
744
$328K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-222- 26.46% |
$97.9K - $111K
|
617
$272K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 0.33% |
$4.41K - $4.98K
|
3.03K
$1.34M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3- 0.47% |
$1.32K - $1.49K
|
638
$281K
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.37% |
$882 - $996
|
549
$242K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-21- 4.55% |
$9.26K - $10.5K
|
441
$194K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.04KNew |
$456K - $515K
|
1.04K
$456K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
547New |
$241K - $272K
|
547
$241K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
SELL
|
- |
-100- 48.78% |
$44.1K - $49.8K
|
105
$46.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 4.08% |
$88.2K - $99.6K
|
4.7K
$2.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-1.34K- 1.42% |
$590K - $667K
|
93K
$41M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
438+ 5.61% |
$193K - $218K
|
8.25K
$3.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
483+ 1.33% |
$213K - $240K
|
36.7K
$16.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
277+ 214.73% |
$122K - $138K
|
406
$179K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-33.2K- 59.62% |
$14.6M - $16.5M
|
22.5K
$9.91M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-347- 1.73% |
$153K - $173K
|
19.8K
$8.71M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-19- 4.03% |
$8.38K - $9.46K
|
453
$200K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
458+ 6.82% |
$202K - $228K
|
7.17K
$3.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
481New |
$212K - $239K
|
481
$212K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
643New |
$283K - $320K
|
643
$283K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.25K- 5.99% |
$549K - $620K
|
19.6K
$8.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
2+ 0.44% |
$882 - $996
|
454
$200K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-101- 2.55% |
$44.5K - $50.3K
|
3.85K
$1.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.15K+ 18.83% |
$947K - $1.07M
|
13.6K
$5.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-223- 0.47% |
$98.3K - $111K
|
47.2K
$20.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-3- 0.29% |
$1.32K - $1.49K
|
1.01K
$447K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 2.52% |
$1.76K - $1.99K
|
155
$68.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
818New |
$361K - $407K
|
818
$361K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
111New |
$48.9K - $55.3K
|
111
$48.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-19- 1.16% |
$8.38K - $9.46K
|
1.61K
$711K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-10- 1.14% |
$4.41K - $4.98K
|
864
$381K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 0.45% |
$882 - $996
|
450
$198K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.08% |
$441 - $498
|
1.22K
$540K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
736+ 63.56% |
$324K - $366K
|
1.89K
$835K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 1.72% |
$441 - $498
|
57
$25.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
676+ 82.34% |
$298K - $337K
|
1.5K
$660K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-5.76K- 90.39% |
$2.54M - $2.87M
|
612
$270K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12- 2.43% |
$5.29K - $5.97K
|
482
$212K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-4.67K- 6.87% |
$2.06M - $2.32M
|
63.3K
$27.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-227- 32.34% |
$100K - $113K
|
475
$209K
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-373- 30.37% |
$164K - $186K
|
855
$377K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.17K- 37.25% |
$1.4M - $1.58M
|
5.34K
$2.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-115- 8.73% |
$50.7K - $57.2K
|
1.2K
$530K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
390+ 52.28% |
$172K - $194K
|
1.14K
$501K
|
|