Purchases and Sales Made in Q3 2023 in Ameriprise Financial Inc (AMP)
This table provides information about the institutional ownership of Ameriprise Financial Inc (AMP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
7+ 0.29% |
$2.29K - $2.5K
|
2.46K
$1.27M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7+ 700.0% |
$2.29K - $2.5K
|
8
$4.12K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7+ 0.68% |
$2.29K - $2.5K
|
1.04K
$534K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 8.33% |
$1.96K - $2.14K
|
78
$40.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 1.19% |
$1.96K - $2.14K
|
511
$263K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6+ 0.09% |
$1.96K - $2.14K
|
7.05K
$3.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
6New |
$1.96K - $2.14K
|
6
$3.09K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
5+ 1.67% |
$1.63K - $1.78K
|
305
$157K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
5+ 0.13% |
$1.63K - $1.78K
|
3.71K
$1.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5+ 0.63% |
$1.63K - $1.78K
|
793
$409K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
5New |
$1.63K - $1.78K
|
5
$2.58K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.24% |
$1.63K - $1.78K
|
2.12K
$1.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
4+ 0.53% |
$1.31K - $1.43K
|
762
$393K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.51% |
$1.31K - $1.43K
|
794
$409K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.48% |
$1.31K - $1.43K
|
842
$434K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
4+ 0.35% |
$1.31K - $1.43K
|
1.14K
$586K
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$981 - $1.07K
|
1.49K
$765K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 16.67% |
$981 - $1.07K
|
21
$10.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3+ 0.43% |
$981 - $1.07K
|
704
$363K
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.34% |
$981 - $1.07K
|
891
$459K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.39% |
$981 - $1.07K
|
782
$403K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3New |
$981 - $1.07K
|
3
$1.55K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2+ 0.33% |
$654 - $714
|
609
$314K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2+ 0.12% |
$654 - $714
|
1.74K
$895K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
2+ 0.31% |
$654 - $714
|
637
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 1.37% |
$654 - $714
|
148
$76.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2+ 4.88% |
$654 - $714
|
43
$22.2K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 50.0% |
$654 - $714
|
6
$3.09K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2+ 28.57% |
$654 - $714
|
9
$4.64K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 8.33% |
$327 - $357
|
13
$6.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.15% |
$327 - $357
|
660
$340K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.08% |
$327 - $357
|
1.32K
$682K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.1% |
$327 - $357
|
966
$498K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1+ 0.0% |
$327 - $357
|
103K
$53.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1+ 20.0% |
$327 - $357
|
6
$3.09K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.14% |
$327 - $357
|
735
$379K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$327 - $357
|
1
$515
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 1.27% |
$327 - $357
|
80
$41.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.03% |
$327 - $357
|
3.78K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1+ 0.02% |
$327 - $357
|
6.33K
$3.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.24% |
$327 - $357
|
419
$216K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1- -0.0% |
$327 - $357
|
38.6K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-1- 0.07% |
$327 - $357
|
1.51K
$778K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1- 0.16% |
$327 - $357
|
619
$319K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1- 0.07% |
$327 - $357
|
1.53K
$788K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2- 0.32% |
$654 - $714
|
625
$322K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2- 0.24% |
$654 - $714
|
849
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-2- 0.14% |
$654 - $714
|
1.4K
$721K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2- 0.32% |
$654 - $714
|
624
$322K
|