Purchases and Sales Made in Q1 2023 in Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP) during Q1 2023. The information is specifically focused on institutions that hold shares of AMERIPRISE FINANCIAL INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
83New |
$23.4K - $29.5K
|
83
$44.7K
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
82+ 5.22% |
$23.1K - $29.1K
|
1.65K
$891K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
81+ 207.69% |
$22.8K - $28.8K
|
120
$64.7K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 5.36% |
$21.4K - $27K
|
1.49K
$804K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
76+ 0.79% |
$21.4K - $27K
|
9.7K
$5.23M
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
75+ 7.36% |
$21.1K - $26.6K
|
1.09K
$589K
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
74+ 8.11% |
$20.8K - $26.3K
|
987
$532K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
72+ 6.0% |
$20.3K - $25.6K
|
1.27K
$685K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
71+ 18.3% |
$20K - $25.2K
|
459
$247K
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
71+ 1.81% |
$20K - $25.2K
|
3.99K
$2.15M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
71+ 3.48% |
$20K - $25.2K
|
2.11K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
70+ 0.53% |
$19.7K - $24.9K
|
13.2K
$7.11M
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
70+ 2.36% |
$19.7K - $24.9K
|
3.04K
$1.64M
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
68+ 8.3% |
$19.1K - $24.2K
|
887
$478K
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
67+ 5.84% |
$18.9K - $23.8K
|
1.22K
$655K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
67+ 0.47% |
$18.9K - $23.8K
|
14.4K
$7.74M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
65+ 1.89% |
$18.3K - $23.1K
|
3.51K
$1.89M
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
61+ 4.23% |
$17.2K - $21.7K
|
1.5K
$810K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
59+ 1.59% |
$16.6K - $21K
|
3.77K
$2.03M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
59New |
$16.6K - $21K
|
59
$31.8K
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
58+ 0.68% |
$16.3K - $20.6K
|
8.54K
$4.6M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
58New |
$16.3K - $20.6K
|
58
$31.2K
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
57+ 2.84% |
$16K - $20.3K
|
2.06K
$1.11M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
57+ 3.22% |
$16K - $20.3K
|
1.83K
$983K
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
57+ 4.15% |
$16K - $20.3K
|
1.43K
$772K
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
56New |
$15.8K - $19.9K
|
56
$30.2K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
55+ 2.1% |
$15.5K - $19.5K
|
2.68K
$1.44M
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
54+ 22.04% |
$15.2K - $19.2K
|
299
$161K
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
52+ 0.33% |
$14.6K - $18.5K
|
15.7K
$8.44M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
50+ 5.19% |
$14.1K - $17.8K
|
1.01K
$546K
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
45+ 0.64% |
$12.7K - $16K
|
7.03K
$3.79M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
43New |
$12.1K - $15.3K
|
43
$23.2K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
42+ 24.28% |
$11.8K - $14.9K
|
215
$116K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
42+ 5.21% |
$11.8K - $14.9K
|
848
$457K
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
40+ 5.03% |
$11.3K - $14.2K
|
835
$450K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
38+ 2.35% |
$10.7K - $13.5K
|
1.66K
$892K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
36+ 44.44% |
$10.1K - $12.8K
|
117
$63K
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
34New |
$9.57K - $12.1K
|
34
$18.3K
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
33+ 3.59% |
$9.29K - $11.7K
|
953
$513K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
33+ 15.07% |
$9.29K - $11.7K
|
252
$136K
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
32+ 3.98% |
$9.01K - $11.4K
|
836
$450K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
32New |
$9.01K - $11.4K
|
32
$17.2K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
31+ 114.81% |
$8.72K - $11K
|
58
$31.2K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
30+ 3.56% |
$8.44K - $10.7K
|
873
$470K
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
30+ 1.48% |
$8.44K - $10.7K
|
2.05K
$1.11M
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
30+ 1.86% |
$8.44K - $10.7K
|
1.64K
$883K
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
28+ 2.0% |
$7.88K - $9.95K
|
1.43K
$768K
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
28+ 2.0% |
$7.88K - $9.95K
|
1.43K
$768K
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
27+ 1.9% |
$7.6K - $9.59K
|
1.45K
$779K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26+ 0.61% |
$7.32K - $9.24K
|
4.32K
$2.33M
|