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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
63+ 18.75% |
$29.8K - $36.2K
|
399
$176K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
1.13KNew |
$533K - $649K
|
1.13K
$497K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-95- 3.07% |
$44.9K - $54.6K
|
3K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
24New |
$11.3K - $13.8K
|
24
$10.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.26% |
$11.8K - $14.4K
|
1.08K
$477K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
11+ 0.73% |
$5.2K - $6.33K
|
1.52K
$669K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2New |
$945 - $1.15K
|
2
$882
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-15- 21.43% |
$7.08K - $8.63K
|
55
$24.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 100.0% |
$945 - $1.15K
|
4
$1.76K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
890+ 5.8% |
$420K - $512K
|
16.2K
$7.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
5.19K+ 151.66% |
$2.45M - $2.99M
|
8.62K
$3.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 5.77% |
$1.42K - $1.73K
|
49
$21.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.71% |
$2.83K - $3.45K
|
846
$373K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
817New |
$386K - $470K
|
817
$360K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
30New |
$14.2K - $17.3K
|
30
$13.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11+ 2.23% |
$5.2K - $6.33K
|
504
$222K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 6.4% |
$5.2K - $6.33K
|
183
$80.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
53+ 10.6% |
$25K - $30.5K
|
553
$244K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.05K- 16.68% |
$494K - $602K
|
5.23K
$2.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-7- 1.29% |
$3.31K - $4.03K
|
536
$236K
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
14New |
$6.62K - $8.04K
|
14
$6.17K
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
BUY
|
- |
438New |
$207K - $251K
|
438
$193K
|
|
|
Aug 13, 2025
Q4 2024
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.69KNew |
$1.27M - $1.54M
|
2.69K
$1.18M
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
60New |
$28.4K - $34.4K
|
60
$26.4K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-26- 43.33% |
$12.3K - $14.9K
|
34
$15K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
336New |
$159K - $193K
|
336
$148K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
155New |
$73.3K - $89K
|
155
$68.3K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.15KNew |
$544K - $660K
|
1.15K
$507K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-912- 32.32% |
$432K - $523K
|
1.91K
$842K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1New |
$473 - $574
|
1
$441
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
40New |
$18.9K - $23K
|
40
$17.6K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.09% |
$473 - $574
|
1.07K
$473K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-20- 3.17% |
$9.46K - $11.5K
|
610
$269K
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
48New |
$22.7K - $27.6K
|
48
$21.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-213K- 15.82% |
$101M - $123M
|
1.14M
$501M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-7K- 35.0% |
$3.31M - $4.02M
|
13K
$5.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-309- 25.77% |
$146K - $177K
|
890
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
3KNew |
$1.42M - $1.72M
|
3K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.92KNew |
$2.33M - $2.83M
|
4.92K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
6.71KNew |
$3.17M - $3.85M
|
6.71K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-100- 16.67% |
$47.3K - $57.4K
|
500
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
830New |
$393K - $476K
|
830
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8- 0.4% |
$3.79K - $4.59K
|
2.02K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
376New |
$178K - $216K
|
376
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.23% |
$946 - $1.15K
|
876
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
223+ 11.07% |
$106K - $128K
|
2.24K
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
390New |
$185K - $224K
|
390
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
1.55KNew |
$731K - $887K
|
1.55K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.19KNew |
$563K - $682K
|
1.19K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
2.3K+ 766.67% |
$1.09M - $1.32M
|
2.6K
$1.15M
|
|