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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
717
shares
|
$380,354
0.04% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
713
shares
|
$378,232
0.04% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
708
shares
|
$375,579
0.16% of portfolio
|
Q2 2024
Reduced 36.1%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
706
shares
|
$374,518
0.01% of portfolio
|
Q4 2024
Added 47.7%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
705
shares
|
$373,988
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
704
shares
|
$373,457
0.01% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
703
shares
|
$372,927
0.01% of portfolio
|
Q4 2024
Reduced 27.07%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
702
shares
|
$372,396
0.01% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
699
shares
|
$370,805
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
698
shares
|
$370,275
0.03% of portfolio
|
Q4 2024
Reduced 99.81%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
698
shares
|
$370,275
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
696
shares
|
$369,214
0.04% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
691
shares
|
$366,561
0.03% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
689
shares
|
$365,500
0.03% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
688
shares
|
$364,970
0.06% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
687
shares
|
$364,439
0.01% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
684
shares
|
$362,848
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
682
shares
|
$361,787
0.0% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
679
shares
|
$360,195
0.0% of portfolio
|
Q4 2024
Added 49.23%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
677
shares
|
$359,134
0.15% of portfolio
|
Q4 2024
Added 34.06%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
674
shares
|
$357,543
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
671
shares
|
$355,952
0.13% of portfolio
|
Q4 2024
Reduced 17.26%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
668
shares
|
$354,360
0.18% of portfolio
|
Q4 2024
Added 21.68%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
667
shares
|
$353,830
0.07% of portfolio
|
Q4 2023
Reduced 1.91%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
660
shares
|
$350,116
0.0% of portfolio
|
Q4 2024
Added 3.45%
|