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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
49+ 100.0% |
$23.1K - $28.2K
|
98
$43.2K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
568New |
$268K - $327K
|
568
$250K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-25- 5.23% |
$11.8K - $14.4K
|
453
$200K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-2.5K- 5.62% |
$1.18M - $1.44M
|
41.9K
$18.5M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 1.42% |
$14.6K - $17.8K
|
2.22K
$977K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
750+ 72.12% |
$354K - $431K
|
1.79K
$789K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 0.35% |
$472 - $575
|
284
$125K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.44% |
$945 - $1.15K
|
457
$201K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-168- 11.98% |
$79.3K - $96.6K
|
1.23K
$544K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
50New |
$23.6K - $28.8K
|
50
$22K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
100+ 20.0% |
$47.2K - $57.5K
|
600
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
249New |
$118K - $143K
|
249
$110K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 7.69% |
$7.08K - $8.63K
|
180
$79.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-15.3K- 12.47% |
$7.21M - $8.78M
|
107K
$47.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.3K- 28.83% |
$613K - $746K
|
3.2K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-152- 20.21% |
$71.8K - $87.4K
|
600
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
166+ 12.75% |
$78.4K - $95.5K
|
1.47K
$647K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-24- 5.47% |
$11.3K - $13.8K
|
415
$183K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
486New |
$230K - $280K
|
486
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
553+ 1.13% |
$261K - $318K
|
49.7K
$21.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-100- 1.64% |
$47.2K - $57.5K
|
6K
$2.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-17- 1.29% |
$8.03K - $9.78K
|
1.3K
$573K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-28- 2.92% |
$13.2K - $16.1K
|
931
$410K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1+ 9.09% |
$472 - $575
|
12
$5.29K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-96- 8.63% |
$45.3K - $55.2K
|
1.02K
$448K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
516New |
$244K - $297K
|
516
$227K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.14K+ 3.06% |
$1.01M - $1.23M
|
72.1K
$31.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7- 28.0% |
$3.31K - $4.03K
|
18
$7.93K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
53+ 2.19% |
$25K - $30.5K
|
2.47K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-606- 53.35% |
$286K - $349K
|
530
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-128- 23.36% |
$60.5K - $73.6K
|
420
$185K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-16- 3.23% |
$7.56K - $9.2K
|
480
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-2- 0.19% |
$945 - $1.15K
|
1.06K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$2.36K - $2.88K
|
5
$2.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
431New |
$204K - $248K
|
431
$190K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-4- 0.25% |
$1.89K - $2.3K
|
1.61K
$708K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3+ 30.0% |
$1.42K - $1.73K
|
13
$5.73K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
49+ 3.96% |
$23.1K - $28.2K
|
1.29K
$567K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 2.7% |
$472 - $575
|
38
$16.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
20+ 3.55% |
$9.45K - $11.5K
|
584
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
481New |
$227K - $277K
|
481
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-16- 1.66% |
$7.56K - $9.2K
|
948
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
824New |
$389K - $474K
|
824
$363K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.3% |
$472 - $575
|
338
$149K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
552New |
$261K - $317K
|
552
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
11+ 1.27% |
$5.2K - $6.33K
|
874
$385K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 4.82% |
$1.89K - $2.3K
|
79
$34.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
25+ 4.27% |
$11.8K - $14.4K
|
610
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$472 - $575
|
1
$441
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-437- 49.16% |
$206K - $251K
|
452
$199K
|
|