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 |
|---|---|---|---|---|---|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
623
shares
|
$330,489
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
623
shares
|
$330,489
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
623
shares
|
$330,489
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
622
shares
|
$329,958
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
621
shares
|
$329,428
0.31% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
620
shares
|
$328,897
0.23% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
614
shares
|
$325,714
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
611
shares
|
$324,123
0.04% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
610
shares
|
$323,592
0.03% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
609
shares
|
$323,062
0.02% of portfolio
|
Q4 2024
Reduced 68.15%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
606
shares
|
$321,470
0.02% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
604
shares
|
$320,409
0.04% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
603
shares
|
$319,879
0.25% of portfolio
|
Q4 2018
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
600
shares
|
$318,288
0.02% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
600
shares
|
$318,288
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
595
shares
|
$315,635
0.12% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
593
shares
|
$314,574
0.02% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
592
shares
|
$314,044
0.03% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
589
shares
|
$312,452
0.0% of portfolio
|
Q2 2022
Reduced 5.15%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
587
shares
|
$311,391
0.06% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
586
shares
|
$310,861
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
586
shares
|
$310,861
0.03% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
586
shares
|
$310,861
0.05% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
585
shares
|
$310,330
0.02% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
585
shares
|
$310,330
0.02% of portfolio
|
Q4 2024
Added 1.92%
|