Institutional Ownership Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP). We have compiled data on the 1,507 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $43.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
774
shares
|
$410,591
0.04% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
772
shares
|
$409,530
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
771
shares
|
$409,000
0.02% of portfolio
|
Q4 2024
Reduced 20.43%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
770
shares
|
$408,469
0.04% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
770
shares
|
$408,469
0.13% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
760
shares
|
$403,164
0.16% of portfolio
|
Q4 2024
Added 45.32%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
756
shares
|
$401,042
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
755
shares
|
$400,512
0.02% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
755
shares
|
$400,512
0.02% of portfolio
|
Q2 2023
Reduced 5.98%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
752
shares
|
$398,920
0.18% of portfolio
|
Q4 2024
Added 25.33%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
751
shares
|
$398,390
0.03% of portfolio
|
Q4 2024
Added 71.85%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
750
shares
|
$397,860
0.1% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
749
shares
|
$397,329
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
748
shares
|
$396,799
0.12% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
748
shares
|
$396,799
0.03% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
746
shares
|
$395,738
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Feb 13, 2025 Q4 2024 |
742
shares
|
$393,616
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
741
shares
|
$393,085
0.04% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
740
shares
|
$392,555
0.0% of portfolio
|
Q4 2024
Reduced 98.67%
|
|
|
Oak Ridge Investments LLC
|
Jan 15, 2025 Q4 2024 |
738
shares
|
$391,494
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
725
shares
|
$384,598
0.25% of portfolio
|
Q4 2024
Reduced 67.76%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
723
shares
|
$383,537
0.13% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
723
shares
|
$383,537
0.05% of portfolio
|
Q4 2024
Reduced 13.52%
|
|
|
Progressive Investment Management Corp
|
Feb 12, 2025 Q4 2024 |
720
shares
|
$381,945
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
717
shares
|
$380,354
0.01% of portfolio
|
Q3 2024
Added 17.93%
|