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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
95+ 17.66% |
$37.2K - $44.6K
|
633
$312K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
437New |
$171K - $205K
|
437
$215K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-21- 0.23% |
$8.22K - $9.87K
|
9.27K
$4.56M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
21New |
$8.22K - $9.87K
|
21
$10.3K
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-1.21K- 2.39% |
$472K - $566K
|
49.1K
$24.2M
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-202- 27.94% |
$79.1K - $94.9K
|
521
$257K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
97New |
$38K - $45.6K
|
97
$47.8K
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
180+ 9.03% |
$70.5K - $84.6K
|
2.17K
$1.07M
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-114- 7.55% |
$44.6K - $53.6K
|
1.4K
$688K
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
109+ 17.93% |
$42.7K - $51.2K
|
717
$353K
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-142- 7.31% |
$55.6K - $66.7K
|
1.8K
$887K
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
202+ 2.97% |
$79.1K - $94.9K
|
6.99K
$3.44M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
228New |
$89.3K - $107K
|
228
$112K
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
503+ 84.4% |
$197K - $236K
|
1.1K
$541K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6New |
$2.35K - $2.82K
|
6
$2.96K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
25New |
$9.79K - $11.7K
|
25
$12.3K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.87K+ 136.28% |
$731K - $877K
|
3.24K
$1.59M
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.59K- 10.88% |
$623K - $748K
|
13K
$6.42M
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
30+ 10.91% |
$11.7K - $14.1K
|
305
$150K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
93New |
$36.4K - $43.7K
|
93
$45.8K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-224- 64.0% |
$87.7K - $105K
|
126
$62.1K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8- 30.77% |
$3.13K - $3.76K
|
18
$8.87K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10+ 0.35% |
$3.92K - $4.7K
|
2.87K
$1.41M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-167- 14.92% |
$65.4K - $78.5K
|
952
$469K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
75New |
$29.4K - $35.2K
|
75
$36.9K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5- 62.5% |
$1.96K - $2.35K
|
3
$1.48K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1New |
$392 - $470
|
1
$493
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-1- 33.33% |
$392 - $470
|
2
$985
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3+ 0.6% |
$1.17K - $1.41K
|
503
$248K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
7New |
$2.74K - $3.29K
|
7
$3.45K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
947+ 23.29% |
$371K - $445K
|
5.01K
$2.47M
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.6K+ 8.15% |
$1.02M - $1.22M
|
34.5K
$17M
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
712+ 1.23% |
$279K - $335K
|
58.6K
$28.8M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.24% |
$392 - $470
|
421
$207K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
16+ 53.33% |
$6.26K - $7.52K
|
46
$22.7K
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
450+ 70.87% |
$176K - $211K
|
1.09K
$535K
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
469New |
$184K - $220K
|
469
$231K
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-5K- 62.5% |
$1.96M - $2.35M
|
3K
$1.48M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 8.9% |
$5.09K - $6.11K
|
159
$78.3K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 6.45% |
$783 - $940
|
33
$16.3K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2- 0.27% |
$783 - $940
|
750
$369K
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-457- 47.31% |
$179K - $215K
|
509
$251K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3- 60.0% |
$1.17K - $1.41K
|
2
$985
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.73% |
$392 - $470
|
138
$68K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
97.3KNew |
$38.1M - $45.7M
|
97.3K
$47.9M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-250- 1.16% |
$97.9K - $117K
|
21.3K
$10.5M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 18.18% |
$3.92K - $4.7K
|
45
$22.2K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
67New |
$26.2K - $31.5K
|
67
$33K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
439New |
$172K - $206K
|
439
$216K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.86K+ 3.15% |
$1.9M - $2.28M
|
159K
$78.4M
|