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, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-166- 0.21% |
$78.5K - $95.3K
|
79.3K
$44.6M
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-15- 2.31% |
$7.1K - $8.61K
|
635
$357K
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1+ 0.16% |
$473 - $574
|
632
$355K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.74K+ 33.22% |
$822K - $998K
|
6.97K
$3.91M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
55+ 2.49% |
$26K - $31.6K
|
2.26K
$1.27M
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-335- 6.95% |
$159K - $192K
|
4.48K
$2.52M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.99K+ 48.52% |
$1.42M - $1.72M
|
9.16K
$5.14M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
125+ 18.83% |
$59.1K - $71.8K
|
789
$443K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-439- 5.04% |
$208K - $252K
|
8.27K
$4.64M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
380+ 6.54% |
$180K - $218K
|
6.19K
$3.48M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5+ 1.16% |
$2.37K - $2.87K
|
437
$245K
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
23+ 1.82% |
$10.9K - $13.2K
|
1.29K
$722K
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-16.2K- 18.74% |
$7.68M - $9.32M
|
70.4K
$39.5M
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.37% |
$946 - $1.15K
|
542
$304K
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
7.34KNew |
$3.47M - $4.21M
|
7.34K
$4.12M
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
114+ 3.08% |
$53.9K - $65.4K
|
3.81K
$2.14M
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-169- 0.56% |
$80K - $97K
|
30K
$16.8M
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-207- 4.34% |
$97.9K - $119K
|
4.56K
$2.56M
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
237+ 45.32% |
$112K - $136K
|
760
$427K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.77KNew |
$838K - $1.02M
|
1.77K
$995K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-18- 1.93% |
$8.52K - $10.3K
|
915
$514K
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
35+ 3.17% |
$16.6K - $20.1K
|
1.14K
$640K
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-6- 0.54% |
$2.84K - $3.44K
|
1.11K
$623K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 0.47% |
$2.84K - $3.44K
|
1.27K
$715K
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
493New |
$233K - $283K
|
493
$277K
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
663+ 2.82% |
$314K - $381K
|
24.2K
$13.6M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
63+ 2.23% |
$29.8K - $36.2K
|
2.89K
$1.62M
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-900- 2.33% |
$426K - $517K
|
37.7K
$21.2M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
12+ 0.94% |
$5.68K - $6.89K
|
1.29K
$726K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-199- 6.56% |
$94.2K - $114K
|
2.84K
$1.59M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
17+ 0.57% |
$8.04K - $9.76K
|
3K
$1.68M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14+ 2.08% |
$6.62K - $8.04K
|
687
$386K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.96% |
$473 - $574
|
52
$29.2K
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-95- 2.21% |
$44.9K - $54.5K
|
4.19K
$2.36M
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-44- 6.89% |
$20.8K - $25.3K
|
595
$334K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
73+ 8.91% |
$34.5K - $41.9K
|
892
$501K
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
738New |
$349K - $424K
|
738
$414K
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2- 0.29% |
$946 - $1.15K
|
688
$386K
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
11+ 1.04% |
$5.2K - $6.31K
|
1.07K
$600K
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
995New |
$471K - $571K
|
995
$559K
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7+ 0.61% |
$3.31K - $4.02K
|
1.15K
$648K
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
614New |
$291K - $352K
|
614
$345K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
62+ 58.49% |
$29.3K - $35.6K
|
168
$94.3K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.07K+ 1067.37% |
$2.4M - $2.91M
|
5.55K
$3.11M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 2.35% |
$6.62K - $8.04K
|
611
$343K
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-130- 17.22% |
$61.5K - $74.6K
|
625
$351K
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
2+ 0.23% |
$946 - $1.15K
|
889
$499K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
300+ 8.56% |
$142K - $172K
|
3.81K
$2.14M
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
195K+ 816.73% |
$92.4M - $112M
|
219K
$123M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.08K+ 23.0% |
$1.93M - $2.34M
|
21.8K
$12.2M
|