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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-200- 3.45% |
$65.4K - $71.4K
|
5.6K
$2.96M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
9+ 16.67% |
$2.94K - $3.21K
|
63
$33.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.16K- 53.35% |
$705K - $769K
|
1.89K
$998K
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 2.6% |
$65.4K - $71.4K
|
7.5K
$3.97M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
94+ 10.34% |
$30.7K - $33.5K
|
1K
$531K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3New |
$981 - $1.07K
|
3
$1.59K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
384New |
$126K - $137K
|
384
$203K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$327 - $357
|
1
$529
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-243- 23.59% |
$79.4K - $86.7K
|
787
$416K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-14- 5.51% |
$3.95K - $4.65K
|
240
$127K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12.4KClosed |
$3.49M - $4.11M
|
0
$0
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-145Closed |
$40.9K - $48.2K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.86K- 34.66% |
$1.09M - $1.28M
|
7.28K
$3.85M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
34New |
$9.59K - $11.3K
|
34
$18K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
49New |
$13.8K - $16.3K
|
49
$25.9K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-33- 14.16% |
$9.31K - $11K
|
200
$106K
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1KNew |
$282K - $332K
|
1K
$529K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
53New |
$14.9K - $17.6K
|
53
$28K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8+ 100.0% |
$2.26K - $2.66K
|
16
$8.47K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.3KNew |
$3.75M - $4.41M
|
13.3K
$7.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.56K- 96.1% |
$1.29M - $1.51M
|
185
$97.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Azora Capital LP
Miami, FL |
BUY
|
- |
54KNew |
$15.2M - $17.9M
|
54K
$28.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
40New |
$11.3K - $13.3K
|
40
$21.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
7.29K+ 57.38% |
$2.06M - $2.42M
|
20K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-6K- 52.3% |
$1.69M - $1.99M
|
5.48K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
18+ 2.69% |
$5.08K - $5.98K
|
687
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
14New |
$3.95K - $4.65K
|
14
$7.41K
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
30KNew |
$8.46M - $9.96M
|
30K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
39.2K+ 301.75% |
$11.1M - $13M
|
52.2K
$27.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 5.48% |
$1.13K - $1.33K
|
77
$40.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.12K+ 2.22% |
$316K - $372K
|
51.6K
$27.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
66.7K+ 43.65% |
$18.8M - $22.1M
|
219K
$116M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
100New |
$28.2K - $33.2K
|
100
$52.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-89- 16.98% |
$25.1K - $29.6K
|
435
$230K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.79K- 21.34% |
$787K - $927K
|
10.3K
$5.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
387New |
$109K - $129K
|
387
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-679- 47.75% |
$191K - $226K
|
743
$393K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.49K+ 17.88% |
$421K - $496K
|
9.85K
$5.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
19.5KNew |
$5.51M - $6.49M
|
19.5K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-43- 16.23% |
$12.1K - $14.3K
|
222
$117K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.01K+ 15.58% |
$2.26M - $2.66M
|
59.4K
$31.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
180New |
$50.8K - $59.8K
|
180
$95.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
68New |
$19.2K - $22.6K
|
68
$36K
|
|
|
Aug 10, 2023
Q2 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
SELL
|
- |
-4K- 50.0% |
$1.13M - $1.33M
|
4K
$2.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-838- 17.49% |
$236K - $278K
|
3.95K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
246New |
$69.4K - $81.7K
|
246
$130K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-48- 5.98% |
$13.5K - $15.9K
|
755
$400K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-285- 17.98% |
$80.4K - $94.7K
|
1.3K
$688K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14+ 0.81% |
$3.95K - $4.65K
|
1.73K
$917K
|
|
|
Aug 04, 2023
Q2 2023
|
Gator Capital Management, LLC
|
SELL
|
- |
-4.23K- 61.9% |
$1.19M - $1.4M
|
2.6K
$1.38M
|
|