Ameriprise Financial Ownership 2024 | Who Owns Ameriprise Financial Now?
Institutional Ownership
51.12%
Insider Ownership
0.17%
Retail Ownership
48.72%
Institutional Holders
847.00
Ameriprise Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12.30% | 0.11% | 12,725,470 | -286,961 | -2.21% | 5,579,355,066 | Mar 31, 2024 |
| BLACKROCK INC. | 8.29% | 0.09% | 8,581,446 | 243,181 | 2.92% | 3,762,449,212 | Mar 31, 2024 |
| STATE STREET CORP | 4.33% | 0.09% | 4,483,008 | -21,090 | -0.47% | 1,965,530,028 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 3.71% | 0.14% | 3,844,165 | 604,767 | 18.67% | 1,685,436,233 | Mar 31, 2024 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 3.29% | 2.77% | 3,409,689 | -89,353 | -2.55% | 1,494,943,876 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.44% | 0.10% | 2,520,989 | 27,919 | 1.12% | 1,102,668,958 | Mar 31, 2024 |
| MORGAN STANLEY | 2.15% | 0.08% | 2,223,399 | -38,975 | -1.72% | 974,828,235 | Mar 31, 2024 |
| VIKING GLOBAL INVESTORS LP | 1.57% | 2.66% | 1,626,845 | -287,529 | -15.02% | 713,273,922 | Mar 31, 2024 |
| BOSTON PARTNERS | 1.50% | 0.81% | 1,548,435 | -56,556 | -3.52% | 678,792,582 | Mar 31, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.46% | 0.24% | 1,511,791 | -226,066 | -13.01% | 662,829,647 | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.46% | 0.20% | 1,506,946 | 25,453 | 1.72% | 660,692,647 | Mar 31, 2024 |
| UBS GROUP AG | 1.20% | 0.14% | 1,243,053 | -112,763 | -8.32% | 545,004,157 | Mar 31, 2024 |
| FMR LLC | 1.12% | 0.03% | 1,156,083 | -119,633 | -9.38% | 506,873,111 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 1.07% | 0.08% | 1,103,979 | -76,967 | -6.52% | 484,028,553 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.06% | 0.09% | 1,099,084 | -263,905 | -19.36% | 481,882,543 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.98% | 0.12% | 1,019,313 | 4,088 | 0.40% | 446,907,412 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.89% | 0.07% | 919,067 | 103,833 | 12.74% | 402,955,954 | Mar 31, 2024 |
| LSV ASSET MANAGEMENT | 0.88% | 0.82% | 908,915 | -40,010 | -4.22% | 398,505,000 | Mar 31, 2024 |
| LYRICAL ASSET MANAGEMENT LP | 0.86% | 5.78% | 887,902 | -34,698 | -3.76% | 389,291,753 | Mar 31, 2024 |
| ROYAL BANK OF CANADA | 0.83% | 0.09% | 863,128 | -98,977 | -10.29% | 378,431,000 | Mar 31, 2024 |
Ameriprise Financial's largest institutional shareholder is VANGUARD GROUP INC, holding 12.30% of the company's total share outstanding, currently valued at $5.58B. The top 10 institutional shareholders own together 41.04% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BOYAR ASSET MANAGEMENT INC. | 0.02% | 7.08% | 24,755 | 1,360 | 5.81% | 10,853,696 | Mar 31, 2024 |
| PHILOSMITH CAPITAL CORP | 0.05% | 6.85% | 55,700 | - | - | 24,421,108 | Mar 31, 2024 |
| LYRICAL ASSET MANAGEMENT LP | 0.86% | 5.78% | 887,902 | -34,698 | -3.76% | 389,291,753 | Mar 31, 2024 |
| MARVIN & PALMER ASSOCIATES INC | 0.01% | 4.36% | 10,036 | -145 | -1.42% | 4,400,184 | Mar 31, 2024 |
| ALLEY INVESTMENT MANAGEMENT COMPANY, LLC | 0.06% | 3.52% | 58,388 | -71 | -0.12% | 25,599,635 | Mar 31, 2024 |
| CLOSE ASSET MANAGEMENT LTD | 0.21% | 3.51% | 219,260 | 219,165 | 230700.00% | 96,130,000 | Mar 31, 2024 |
| GS INVESTMENTS, INC. | 0.01% | 3.29% | 15,574 | 11 | 0.07% | 6,828,265 | Mar 31, 2024 |
| EDMP, INC. | 0.01% | 3.27% | 8,945 | -9 | -0.10% | 3,921,628 | Mar 31, 2024 |
| DIVIDEND ASSETS CAPITAL, LLC | 0.03% | 3.18% | 34,452 | -1,073 | -3.02% | 15,105,000 | Mar 31, 2024 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 3.29% | 2.77% | 3,409,689 | -89,353 | -2.55% | 1,494,943,876 | Mar 31, 2024 |
| ATWOOD & PALMER INC | 0.08% | 2.69% | 81,009 | -12,809 | -13.65% | 35,517,487 | Mar 31, 2024 |
| DAKOTA COMMUNITY BANK & TRUST NA | 0.00% | 2.68% | 1,132 | -235 | -17.19% | 496,314 | Mar 31, 2024 |
| VIKING GLOBAL INVESTORS LP | 1.57% | 2.66% | 1,626,845 | -287,529 | -15.02% | 713,273,922 | Mar 31, 2024 |
| GREATMARK INVESTMENT PARTNERS, INC. | 0.04% | 2.34% | 37,585 | 987 | 2.70% | 16,478,654 | Mar 31, 2024 |
| WEAVER C. BARKSDALE & ASSOCIATES, INC. | 0.01% | 2.14% | 5,309 | -1,147 | -17.77% | 2,326,628 | Mar 31, 2024 |
| SMITH GROUP ASSET MANAGEMENT, LLC | 0.08% | 2.09% | 83,316 | 27,356 | 48.88% | 36,529,067 | Mar 31, 2024 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.07% | 2.08% | 67,329 | 7,475 | 12.49% | 29,519,788 | Mar 31, 2024 |
| FOUNDRY PARTNERS, LLC | 0.08% | 1.97% | 84,145 | 2,536 | 3.11% | 36,892,534 | Mar 31, 2024 |
| COVE PRIVATE WEALTH, LLC | 0.00% | 1.92% | 5,123 | -523 | -9.26% | 2,246,128 | Mar 31, 2024 |
| NEW POTOMAC PARTNERS, LLC | 0.01% | 1.79% | 7,338 | -312 | -4.08% | 3,217,273 | Mar 31, 2024 |
The largest Ameriprise Financial shareholder by % of total assets is BOYAR ASSET MANAGEMENT INC.. The company owns 24.75K shares of Ameriprise Financial (AMP), representing 7.08% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 3.71% | 0.14% | 3,844,165 | 604,767 | 18.67% | 1,685,436,233 | Mar 31, 2024 |
| 0.24% | 0.18% | 248,467 | 248,467 | 100.00% | 108,938,000 | Mar 31, 2024 | |
| BLACKROCK INC. | 8.29% | 0.09% | 8,581,446 | 243,181 | 2.92% | 3,762,449,212 | Mar 31, 2024 |
| CLOSE ASSET MANAGEMENT LTD | 0.21% | 3.51% | 219,260 | 219,165 | 230700.00% | 96,130,000 | Mar 31, 2024 |
| FRANKLIN RESOURCES INC | 0.24% | 0.03% | 244,558 | 173,065 | 242.07% | 107,221,077 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.33% | 0.09% | 344,119 | 155,779 | 82.71% | 150,875,745 | Mar 31, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.34% | 0.30% | 349,248 | 135,380 | 63.30% | 151,863,402,000 | Mar 31, 2024 |
| BARCLAYS PLC | 0.52% | 0.08% | 534,492 | 126,751 | 31.09% | 234,342,000 | Mar 31, 2024 |
| TD ASSET MANAGEMENT INC | 0.68% | 0.29% | 707,617 | 111,973 | 18.80% | 310,247,598 | Mar 31, 2024 |
| WOODLINE PARTNERS LP | 0.11% | 0.45% | 111,140 | 111,140 | 100.00% | 48,728,222 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.89% | 0.07% | 919,067 | 103,833 | 12.74% | 402,955,954 | Mar 31, 2024 |
| CAPTRUST FINANCIAL ADVISORS | 0.14% | 0.23% | 142,895 | 89,679 | 168.52% | 62,650,844 | Mar 31, 2024 |
| DEUTSCHE BANK AG\ | 0.66% | 0.14% | 681,447 | 79,403 | 13.19% | 298,773,624 | Mar 31, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.19% | 0.09% | 192,360 | 75,460 | 64.55% | 84,338,318 | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.07% | 0.05% | 71,017 | 70,020 | 7023.07% | 31,136,694 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 0.01% | 67,886 | 67,886 | 100.00% | 29,763,938 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.78% | 0.03% | 806,351 | 64,310 | 8.67% | 353,536,732,000 | Mar 31, 2024 |
| EPOCH INVESTMENT PARTNERS, INC. | 0.43% | 0.86% | 441,253 | 59,021 | 15.44% | 193,462,967 | Mar 31, 2024 |
| CERITY PARTNERS LLC | 0.08% | 0.10% | 87,112 | 56,610 | 185.59% | 38,193,443 | Mar 31, 2024 |
| PAYDEN & RYGEL INVESTMENT GROUP | 0.05% | 1.15% | 55,500 | 55,500 | 100.00% | 24,333,000 | Mar 31, 2024 |
As of Mar 31 2024, Ameriprise Financial's largest institutional buyer is JPMORGAN CHASE & CO. The company purchased 604.77K stocks of AMP, valued at $1.69B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 0.07% | 0.03% | 68,860 | -495,250 | -87.79% | 30,190,978 | Mar 31, 2024 |
| VIKING GLOBAL INVESTORS LP | 1.57% | 2.66% | 1,626,845 | -287,529 | -15.02% | 713,273,922 | Mar 31, 2024 |
| VANGUARD GROUP INC | 12.30% | 0.11% | 12,725,470 | -286,961 | -2.21% | 5,579,355,066 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.06% | 0.09% | 1,099,084 | -263,905 | -19.36% | 481,882,543 | Mar 31, 2024 |
| BEUTEL, GOODMAN & CO LTD. | 0.47% | 1.09% | 483,992 | -242,862 | -33.41% | 212,201,000 | Mar 31, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.46% | 0.24% | 1,511,791 | -226,066 | -13.01% | 662,829,647 | Mar 31, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.07% | 0.05% | 75,453 | -154,720 | -67.22% | 33,081,613 | Mar 31, 2024 |
| FMR LLC | 1.12% | 0.03% | 1,156,083 | -119,633 | -9.38% | 506,873,111 | Mar 31, 2024 |
| UBS GROUP AG | 1.20% | 0.14% | 1,243,053 | -112,763 | -8.32% | 545,004,157 | Mar 31, 2024 |
| GILLSON CAPITAL LP | 0.02% | 1.00% | 24,100 | -100,986 | -80.73% | 10,566,000 | Mar 31, 2024 |
| ROYAL BANK OF CANADA | 0.83% | 0.09% | 863,128 | -98,977 | -10.29% | 378,431,000 | Mar 31, 2024 |
| MARSHALL WACE, LLP | 0.35% | 0.24% | 357,860 | -91,633 | -20.39% | 156,900,138 | Mar 31, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 0.02% | 0.04% | 19,376 | -90,143 | -82.31% | 8,495,213 | Mar 31, 2024 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 3.29% | 2.77% | 3,409,689 | -89,353 | -2.55% | 1,494,943,876 | Mar 31, 2024 |
| BANK OF NOVA SCOTIA | 0.05% | 0.04% | 47,075 | -80,438 | -63.08% | 20,632,882 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 1.07% | 0.08% | 1,103,979 | -76,967 | -6.52% | 484,028,553 | Mar 31, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -76,726 | -100.00% | - | Mar 31, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.01% | 0.05% | 7,349 | -67,151 | -90.14% | 3,222,094 | Mar 31, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.02% | 0.02% | 20,976 | -59,729 | -74.01% | 9,198,681,000 | Mar 31, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 0.05% | 0.31% | 56,805 | -57,404 | -50.26% | 24,905,584 | Mar 31, 2024 |
As of Mar 31 2024, Ameriprise Financial's biggest institutional seller is FIRST TRUST ADVISORS LP. The company sold -0.50M shares of AMP, valued at $30.19M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 0.24% | 0.18% | 248,467 | 248,467 | 100.00% | 108,938,000 | Mar 31, 2024 | |
| WOODLINE PARTNERS LP | 0.11% | 0.45% | 111,140 | 111,140 | 100.00% | 48,728,222 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 0.01% | 67,886 | 67,886 | 100.00% | 29,763,938 | Mar 31, 2024 |
| PAYDEN & RYGEL INVESTMENT GROUP | 0.05% | 1.15% | 55,500 | 55,500 | 100.00% | 24,333,000 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.05% | 0.00% | 52,300 | 52,300 | 100.00% | 22,930,412 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.04% | 0.03% | 40,210 | 40,210 | 100.00% | 17,630,000 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.04% | 0.00% | 39,800 | 39,800 | 100.00% | 17,449,912 | Mar 31, 2024 |
| MEDIOLANUM INTERNATIONAL FUNDS LTD | 0.03% | 0.21% | 29,538 | 29,538 | 100.00% | 12,877,977 | Mar 31, 2024 |
| 0.03% | 0.13% | 26,183 | 26,183 | 100.00% | 11,479,675 | Mar 31, 2024 | |
| BTC CAPITAL MANAGEMENT, INC. | 0.01% | 0.53% | 13,187 | 13,187 | 100.00% | 5,781,712 | Mar 31, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.01% | 0.18% | 8,821 | 8,821 | 100.00% | 3,867,480 | Mar 31, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.01% | 0.02% | 8,700 | 8,700 | 100.00% | 3,814,428 | Mar 31, 2024 |
| K.J. HARRISON & PARTNERS INC | 0.01% | 0.54% | 8,000 | 8,000 | 100.00% | 3,507,520 | Mar 31, 2024 |
| FIERA CAPITAL CORP | 0.01% | 0.01% | 7,429 | 7,429 | 100.00% | 3,257,170 | Mar 31, 2024 |
| SIGNET FINANCIAL MANAGEMENT, LLC | 0.01% | 0.44% | 7,246 | 7,246 | 100.00% | 3,176,936 | Mar 31, 2024 |
| 0.01% | 0.10% | 7,042 | 7,042 | 100.00% | 3,087,494 | Mar 31, 2024 | |
| ENTROPY TECHNOLOGIES, LP | 0.01% | 0.33% | 6,979 | 6,979 | 100.00% | 3,059,873 | Mar 31, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.01% | 0.13% | 6,210 | 6,210 | 100.00% | 2,722,712 | Mar 31, 2024 |
| QUADRATURE CAPITAL LTD | 0.01% | 0.04% | 5,652 | 5,652 | 100.00% | 2,478,006 | Mar 31, 2024 |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.01% | 0.03% | 5,553 | 5,553 | 100.00% | 2,434,828 | Mar 31, 2024 |
| ALPINE GLOBAL MANAGEMENT, LLC | 0.01% | 0.57% | 5,162 | 5,162 | 100.00% | 2,263,227 | Mar 31, 2024 |
| HILLTOP NATIONAL BANK | 0.00% | 0.69% | 4,648 | 4,648 | 100.00% | 2,037,869 | Mar 31, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.46% | 4,005 | 4,005 | 100.00% | 1,755,952 | Mar 31, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.10% | 3,907 | 3,907 | 100.00% | 1,712,985 | Mar 31, 2024 |
| PENSIONFUND SABIC | 0.00% | 0.46% | 3,500 | 3,500 | 100.00% | 1,535,000 | Mar 31, 2024 |
| LECAP ASSET MANAGEMENT LTD | 0.00% | 0.31% | 3,433 | 3,433 | 100.00% | 1,505,165 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.00% | 0.00% | 3,200 | 3,200 | 100.00% | 1,403,008 | Mar 31, 2024 |
| MAVEN SECURITIES LTD | 0.00% | 0.08% | 3,188 | 3,188 | 100.00% | 1,397,747 | Mar 31, 2024 |
| RETIREFUL, LLC | 0.00% | 0.55% | 2,990 | 2,990 | 100.00% | 1,310,936 | Mar 31, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | 0.00% | 0.61% | 2,886 | 2,886 | 100.00% | 1,265,338 | Mar 31, 2024 |
| STEVENS CAPITAL MANAGEMENT LP | 0.00% | 0.24% | 2,867 | 2,867 | 100.00% | 1,257,000 | Mar 31, 2024 |
| POINT72 HONG KONG LTD | 0.00% | 0.06% | 2,800 | 2,800 | 100.00% | 1,227,632 | Mar 31, 2024 |
| SIMPLICITY WEALTH,LLC | 0.00% | 0.03% | 2,737 | 2,737 | 100.00% | 1,199,959 | Mar 31, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.06% | 2,725 | 2,725 | 100.00% | 1,194,749 | Mar 31, 2024 |
| LEGACY CAPITAL GROUP CALIFORNIA, INC. | 0.00% | 0.40% | 2,444 | 2,444 | 100.00% | 1,071,547 | Mar 31, 2024 |
| OLD NORTH STATE TRUST, LLC | 0.00% | 0.84% | 2,266 | 2,266 | 100.00% | 994,000 | Mar 31, 2024 |
| 0.00% | 0.01% | 2,202 | 2,202 | 100.00% | 876,413 | Mar 31, 2024 | |
| WOLVERINE TRADING, LLC | 0.00% | 0.00% | 2,092 | 2,092 | 100.00% | 917,216 | Mar 31, 2024 |
| VIRTUS ETF ADVISERS LLC | 0.00% | 0.45% | 1,952 | 1,952 | 100.00% | 855,835 | Mar 31, 2024 |
| ADAPT WEALTH ADVISORS, LLC | 0.00% | 0.60% | 1,935 | 1,935 | 100.00% | 848,381 | Mar 31, 2024 |
| OMNISTAR FINANCIAL GROUP, INC. | 0.00% | 0.69% | 1,725 | 1,725 | 100.00% | 756,675 | Mar 31, 2024 |
| SPINNAKER TRUST | 0.00% | 0.05% | 1,685 | 1,685 | 100.00% | 738,771 | Mar 31, 2024 |
| MENGIS CAPITAL MANAGEMENT, INC. | 0.00% | 0.11% | 1,610 | 1,610 | 100.00% | 705,888 | Mar 31, 2024 |
| FIRST CITIZENS BANK & TRUST CO | 0.00% | 0.01% | 1,543 | 1,543 | 100.00% | 676,512 | Mar 31, 2024 |
| CENTRAL PACIFIC BANK - TRUST DIVISION | 0.00% | 0.08% | 1,520 | 1,520 | 100.00% | 660,941 | Mar 31, 2024 |
| MQS MANAGEMENT LLC | 0.00% | 0.38% | 1,498 | 1,498 | 100.00% | 656,783 | Mar 31, 2024 |
| BUCKINGHAM STRATEGIC PARTNERS | 0.00% | 0.02% | 1,477 | 1,477 | 100.00% | 647,927 | Mar 31, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.12% | 1,430 | 1,430 | 100.00% | 626,969 | Mar 31, 2024 |
| CREWE ADVISORS LLC | 0.00% | 0.07% | 1,427 | 1,427 | 100.00% | 625,654 | Mar 31, 2024 |
| 0.00% | 0.22% | 1,412 | 1,412 | 100.00% | 619,077 | Mar 31, 2024 | |
| J. W. COONS ADVISORS, LLC | 0.00% | 0.14% | 1,400 | 1,400 | 100.00% | 613,831 | Mar 31, 2024 |
| CAPULA MANAGEMENT LTD | 0.00% | 0.01% | 1,358 | 1,358 | 100.00% | 595,402 | Mar 31, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.01% | 1,300 | 1,300 | 100.00% | 569,972 | Mar 31, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.00% | 0.03% | 1,300 | 1,300 | 100.00% | 569,972 | Mar 31, 2024 |
| PFG INVESTMENTS, LLC | 0.00% | 0.03% | 1,295 | 1,295 | 100.00% | 567,684 | Mar 31, 2024 |
| XTX TOPCO LTD | 0.00% | 0.08% | 1,274 | 1,274 | 100.00% | 558,573 | Mar 31, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.00% | 0.06% | 1,256 | 1,256 | 100.00% | 551,000 | Mar 31, 2024 |
| BRYN MAWR TRUST CO | 0.00% | 0.02% | 1,140 | 1,140 | 100.00% | 499,683 | Mar 31, 2024 |
| FOCUS FINANCIAL NETWORK, INC. | 0.00% | 0.02% | 1,066 | 1,066 | 100.00% | 439,759 | Mar 31, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.00% | 0.00% | 1,037 | 1,037 | 100.00% | 454,662 | Mar 31, 2024 |
| BUSEY WEALTH MANAGEMENT | 0.00% | 0.02% | 1,034 | 1,034 | 100.00% | 453,345 | Mar 31, 2024 |
| EMPRISE BANK | 0.00% | 0.30% | 1,025 | 1,025 | 100.00% | 449,401 | Mar 31, 2024 |
| NOMURA HOLDINGS INC | 0.00% | 0.00% | 1,000 | 1,000 | 100.00% | 438,440 | Mar 31, 2024 |
| MERIT FINANCIAL GROUP, LLC | 0.00% | 0.01% | 907 | 907 | 100.00% | 380,084 | Mar 31, 2024 |
| REVISOR WEALTH MANAGEMENT LLC | 0.00% | 0.16% | 888 | 888 | 100.00% | 363,312 | Mar 31, 2024 |
| VOYA FINANCIAL ADVISORS, INC. | 0.00% | 0.04% | 856 | 856 | 100.00% | 373,199 | Mar 31, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.00% | 0.03% | 841 | 841 | 100.00% | 369,000 | Mar 31, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.08% | 840 | 840 | 100.00% | 368,290 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.00% | 0.00% | 800 | 800 | 100.00% | 350,752 | Mar 31, 2024 |
| WILKINS INVESTMENT COUNSEL INC | 0.00% | 0.05% | 790 | 790 | 100.00% | 346,368 | Mar 31, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.00% | 0.01% | 714 | 714 | 100.00% | 302,993 | Mar 31, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.07% | 706 | 706 | 100.00% | 309,539 | Mar 31, 2024 |
| TRADEWINDS, LLC. | 0.00% | 0.13% | 690 | 690 | 100.00% | 262,083 | Mar 31, 2024 |
| CREATIVEONE WEALTH, LLC | 0.00% | 0.01% | 686 | 686 | 100.00% | 301,000 | Mar 31, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 673 | 673 | 100.00% | 295,319 | Mar 31, 2024 |
| CATALINA CAPITAL GROUP, LLC | 0.00% | 0.12% | 653 | 653 | 100.00% | 286,342 | Mar 31, 2024 |
| KCM INVESTMENT ADVISORS LLC | 0.00% | 0.01% | 645 | 645 | 100.00% | 282,794 | Mar 31, 2024 |
| 0.00% | 0.04% | 638 | 638 | 100.00% | 275,720 | Mar 31, 2024 | |
| MCRAE CAPITAL MANAGEMENT INC | 0.00% | 0.06% | 635 | 635 | 100.00% | 278,409 | Mar 31, 2024 |
| NORDEN GROUP LLC | 0.00% | 0.02% | 624 | 624 | 100.00% | 273,598 | Mar 31, 2024 |
| J.W. COLE ADVISORS, INC. | 0.00% | 0.01% | 593 | 593 | 100.00% | 260,273 | Mar 31, 2024 |
| SEACREST WEALTH MANAGEMENT, LLC | 0.00% | 0.03% | 577 | 577 | 100.00% | 252,980 | Mar 31, 2024 |
| EMPIRICAL ASSET MANAGEMENT, LLC | 0.00% | 0.12% | 576 | 576 | 100.00% | 252,498 | Mar 31, 2024 |
| NDVR, INC. | 0.00% | 0.23% | 561 | 561 | 100.00% | 245,965 | Mar 31, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.00% | 0.19% | 557 | 557 | 100.00% | 244,211 | Mar 31, 2024 |
| 0.00% | 0.03% | 553 | 553 | 100.00% | 228,776 | Mar 31, 2024 | |
| DIVERSIFY ADVISORY SERVICES, LLC | 0.00% | 0.01% | 536 | 536 | 100.00% | 233,069 | Mar 31, 2024 |
| AUREUS ASSET MANAGEMENT, LLC | 0.00% | 0.02% | 535 | 535 | 100.00% | 234,565 | Mar 31, 2024 |
| PGIM CUSTOM HARVEST LLC | 0.00% | 0.01% | 518 | 518 | 100.00% | 227,112 | Mar 31, 2024 |
| MOORS & CABOT, INC. | 0.00% | 0.01% | 518 | 518 | 100.00% | 227,112 | Mar 31, 2024 |
| VICUS CAPITAL | 0.00% | 0.02% | 518 | 518 | 100.00% | 227,148 | Mar 31, 2024 |
| ONEASCENT WEALTH MANAGEMENT LLC | 0.00% | 0.09% | 518 | 518 | 100.00% | 227,000 | Mar 31, 2024 |
| WEISS ASSET MANAGEMENT LP | 0.00% | 0.01% | 517 | 517 | 100.00% | 226,673 | Mar 31, 2024 |
| OPTIMIST RETIREMENT GROUP LLC | 0.00% | 0.12% | 515 | 515 | 100.00% | 225,797 | Mar 31, 2024 |
| CORNERSTONE WEALTH GROUP, LLC | 0.00% | 0.02% | 510 | 510 | 100.00% | 223,641 | Mar 31, 2024 |
| BIRCHCREEK WEALTH MANAGEMENT, LLC | 0.00% | 0.12% | 509 | 509 | 100.00% | 223,189 | Mar 31, 2024 |
| BRYN MAWR CAPITAL MANAGEMENT, LLC | 0.00% | 0.01% | 507 | 507 | 100.00% | 222,151 | Mar 31, 2024 |
| GILMAN HILL ASSET MANAGEMENT, LLC | 0.00% | 0.04% | 505 | 505 | 100.00% | 221,412 | Mar 31, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.00% | 0.00% | 500 | 500 | 100.00% | 219,220 | Mar 31, 2024 |
| OLDFATHER FINANCIAL SERVICES, LLC | 0.00% | 0.09% | 500 | 500 | 100.00% | 219,220 | Mar 31, 2024 |
Ameriprise Financial's largest new institutional shareholder by number of shares is , purchased 248.47K shares, valued at $108.94M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -76,726 | -100.00% | - | Mar 31, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | - | - | - | -34,622 | -100.00% | - | Mar 31, 2024 |
| VERITY & VERITY, LLC | - | - | - | -33,706 | -100.00% | - | Mar 31, 2024 |
| POWER CORP OF CANADA | - | - | - | -20,600 | -100.00% | - | Mar 31, 2024 |
| AIA GROUP LTD | - | - | - | -10,434 | -100.00% | - | Mar 31, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -8,904 | -100.00% | - | Mar 31, 2024 |
| ARJUNA CAPITAL | - | - | - | -8,640 | -100.00% | - | Mar 31, 2024 |
| BRIDGEWATER ASSOCIATES, LP | - | - | - | -8,603 | -100.00% | - | Mar 31, 2024 |
| HENNESSY ADVISORS INC | - | - | - | -7,500 | -100.00% | - | Mar 31, 2024 |
| SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | - | - | - | -6,363 | -100.00% | - | Mar 31, 2024 |
| ESTATE COUNSELORS, LLC | - | - | - | -3,710 | -100.00% | - | Mar 31, 2024 |
| SAPIENT CAPITAL LLC | - | - | - | -3,492 | -100.00% | - | Mar 31, 2024 |
| DUALITY ADVISERS, LP | - | - | - | -3,194 | -100.00% | - | Mar 31, 2024 |
| CITADEL ADVISORS LLC | - | - | - | -3,023 | -100.00% | - | Mar 31, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -2,954 | -100.00% | - | Mar 31, 2024 |
| FJ INVESTMENTS, LLC | - | - | - | -2,450 | -100.00% | - | Mar 31, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -2,254 | -100.00% | - | Mar 31, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -1,874 | -100.00% | - | Mar 31, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -1,761 | -100.00% | - | Mar 31, 2024 |
| GTS SECURITIES LLC | - | - | - | -1,600 | -100.00% | - | Mar 31, 2024 |
| RATIONAL ADVISORS LLC | - | - | - | -1,150 | -100.00% | - | Mar 31, 2024 |
| 3CHOPT INVESTMENT PARTNERS, LLC | - | - | - | -1,106 | -100.00% | - | Mar 31, 2024 |
| CARLSON CAPITAL MANAGEMENT | - | - | - | -1,064 | -100.00% | - | Mar 31, 2024 |
| IFG ADVISORY, LLC | - | - | - | -895 | -100.00% | - | Mar 31, 2024 |
| CUSTOM INDEX SYSTEMS, LLC | - | - | - | -890 | -100.00% | - | Mar 31, 2024 |
| ADVISOR RESOURCE COUNCIL | - | - | - | -824 | -100.00% | - | Mar 31, 2024 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | - | - | - | -792 | -100.00% | - | Mar 31, 2024 |
| MACHINA CAPITAL S.A.S. | - | - | - | -791 | -100.00% | - | Mar 31, 2024 |
| ALLEN INVESTMENT MANAGEMENT LLC | - | - | - | -777 | -100.00% | - | Mar 31, 2024 |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | - | - | - | -753 | -100.00% | - | Mar 31, 2024 |
| HOLLENCREST CAPITAL MANAGEMENT | - | - | - | -731 | -100.00% | - | Mar 31, 2024 |
| B.O.S.S. RETIREMENT ADVISORS, LLC | - | - | - | -709 | -100.00% | - | Mar 31, 2024 |
| WELLINGTON WEALTH STRATEGIES, LLC. | - | - | - | -690 | -100.00% | - | Mar 31, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -582 | -100.00% | - | Mar 31, 2024 |
| RIVERBRIDGE PARTNERS LLC | - | - | - | -559 | -100.00% | - | Mar 31, 2024 |
| ORG PARTNERS LLC | - | - | - | -480 | -100.00% | - | Mar 31, 2024 |
| MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | - | - | - | -338 | -100.00% | - | Mar 31, 2024 |
| SOUTHSTATE CORP | - | - | - | -294 | -100.00% | - | Mar 31, 2024 |
| THOMPSON SIEGEL & WALMSLEY LLC | - | - | - | -222 | -100.00% | - | Mar 31, 2024 |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | - | - | - | -180 | -100.00% | - | Mar 31, 2024 |
| GLASSMAN WEALTH SERVICES | - | - | - | -177 | -100.00% | - | Mar 31, 2024 |
| FAIRFIELD, BUSH & CO. | - | - | - | -175 | -100.00% | - | Mar 31, 2024 |
| EDGEROCK CAPITAL LLC | - | - | - | -154 | -100.00% | - | Mar 31, 2024 |
| ARLINGTON PARTNERS LLC | - | - | - | -147 | -100.00% | - | Mar 31, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -130 | -100.00% | - | Mar 31, 2024 |
| PROVIDENCE CAPITAL ADVISORS, LLC | - | - | - | -100 | -100.00% | - | Mar 31, 2024 |
| TURTLE CREEK WEALTH ADVISORS, LLC | - | - | - | -89 | -100.00% | - | Mar 31, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -63 | -100.00% | - | Mar 31, 2024 |
| BKM WEALTH MANAGEMENT, LLC | - | - | - | -56 | -100.00% | - | Mar 31, 2024 |
| DISTILLATE CAPITAL PARTNERS LLC | - | - | - | -36 | -100.00% | - | Mar 31, 2024 |
| SANDY SPRING BANK | - | - | - | -30 | -100.00% | - | Mar 31, 2024 |
| NEW MILLENNIUM GROUP LLC | - | - | - | -20 | -100.00% | - | Mar 31, 2024 |
| LONG ISLAND WEALTH MANAGEMENT, INC. | - | - | - | -6 | -100.00% | - | Mar 31, 2024 |
| CONCORD WEALTH PARTNERS | - | - | - | -5 | -100.00% | - | Mar 31, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -4 | -100.00% | - | Mar 31, 2024 |
Ameriprise Financial's largest sold out institutional shareholder by shares sold is INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC, sold -76.73K shares, valued at -, as of undefined.
Ameriprise Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Aspiration Funds | 0.53% | 14,551 | -419 | -2.80% | Dec 31, 2023 |
| BOYAR VALUE FUND INC | 0.50% | 8,500 | - | - | Mar 31, 2024 |
| DIVIDEND & INCOME FUND | 0.41% | 18,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.33% | 247,609 | - | - | Jan 31, 2024 |
| UBS RELATIONSHIP FUNDS | 0.31% | 74,849 | -10,178 | -11.97% | Jun 30, 2020 |
| AB EQUITY INCOME FUND INC | 0.28% | 28,322 | - | - | Feb 29, 2024 |
| COPLEY FUND INC /NV/ | 0.23% | 3,100 | - | - | Nov 30, 2022 |
| Vanguard Montgomery Funds | 0.22% | 8,945 | - | - | Dec 31, 2023 |
| PAX WORLD FUNDS SERIES TRUST III | 0.22% | 63,767 | - | - | Dec 31, 2023 |
| Tax-Managed Value Portfolio | 0.20% | 19,677 | -8,510 | -30.19% | Jan 31, 2024 |
| SIT MID CAP GROWTH FUND INC | 0.19% | 10,000 | - | - | Dec 29, 2023 |
| CALDWELL & ORKIN FUNDS INC | 0.18% | 2,500 | - | - | Jan 31, 2024 |
| LORD ABBETT MID CAP STOCK FUND INC | 0.17% | 51,670 | -2,810 | -5.16% | Dec 31, 2023 |
| JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.15% | 681,728 | -13,122 | -1.89% | Dec 31, 2023 |
| MFS SERIES TRUST VII | 0.14% | 23,339 | -203 | -0.86% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.14% | 71,049 | - | - | Dec 31, 2023 |
| LORD ABBETT AFFILIATED FUND INC | 0.14% | 196,030 | -34,870 | -15.10% | Jan 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.13% | 128,269 | -13,419 | -9.47% | Feb 29, 2024 |
| Thrivent ETF Trust | 0.13% | 6,481 | -1,447 | -18.25% | Dec 31, 2023 |
| Mairs & Power Funds Trust | 0.13% | 500,000 | - | - | Mar 31, 2022 |
| T. Rowe Price Financial Services Fund, Inc. | 0.12% | 80,400 | - | - | Dec 31, 2023 |
| CANTOR SELECT PORTFOLIOS TRUST | 0.12% | 24,730 | 1,100 | 4.66% | Dec 31, 2023 |
| AGF Investments Trust | 0.12% | -4,158 | - | - | Dec 31, 2023 |
| QUAKER INVESTMENT TRUST | 0.10% | 1,700 | -3,900 | -69.64% | Dec 31, 2023 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.09% | 313,000 | - | - | Jan 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.09% | 30,879 | - | - | Dec 31, 2023 |
| SCHRODER GLOBAL SERIES TRUST | 0.09% | 181 | -4,870 | -96.42% | Jan 31, 2021 |
| Transparent Value Trust | 0.09% | 1,417 | 674 | 90.71% | Dec 31, 2023 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.08% | 34,776 | -685 | -1.93% | Jan 31, 2024 |
| John Hancock Funds III | 0.07% | 1,219,526 | -87,020 | -6.66% | Dec 31, 2023 |
| Zacks Trust | 0.06% | 5,645 | 2,165 | 62.21% | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.06% | 155,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.06% | 7,785,000 | - | - | Dec 31, 2023 |
| AMG FUNDS III | 0.05% | 8,302 | - | - | Feb 29, 2024 |
| World Funds Trust | 0.05% | 28,050 | 400 | 1.45% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.05% | 512,062 | 512,049 | 3938838.46% | Dec 31, 2023 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.04% | 457 | - | - | Mar 31, 2023 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.04% | 395,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK BOND TRUST | 0.04% | 2,652,000 | - | - | Feb 29, 2024 |
| Midas Series Trust | 0.04% | 1,600 | - | - | Dec 31, 2023 |
| LORD ASSET MANAGEMENT TRUST | 0.04% | 1,380 | - | - | Oct 31, 2022 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.04% | 55,081 | - | - | Dec 31, 2023 |
| LIBERTY ALL STAR EQUITY FUND | 0.04% | 28,600 | - | - | Dec 31, 2023 |
| Nuveen Core Equity Alpha Fund | 0.03% | 750 | - | - | Dec 31, 2023 |
| Index Funds | 0.03% | 268 | -328 | -55.03% | Dec 31, 2023 |
| SPDR S&P 500 ETF TRUST | 0.03% | 1,256,013 | 110,844 | 9.68% | Dec 31, 2023 |
| MASTER ADVANTAGE SMID CAP LLC | 0.03% | 3,744 | -361 | -8.79% | Dec 31, 2020 |
| SARATOGA ADVANTAGE TRUST | 0.03% | 1,799 | 1,710 | 1921.35% | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.03% | 69,000 | - | - | Dec 31, 2023 |
| Federated Hermes MDT Series | 0.03% | 65,211 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.02% | 737,768 | -18,861 | -2.49% | Dec 31, 2023 |
| Copeland Trust | 0.02% | 1,388 | -508 | -26.79% | Feb 29, 2024 |
| Engine No. 1 ETF Trust | 0.02% | 1,458 | -56 | -3.70% | Jan 31, 2024 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.02% | 3,980 | -112 | -2.74% | Dec 31, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.02% | 3,346,000 | - | - | Dec 31, 2023 |
| VANGUARD WINDSOR FUNDS | 0.02% | 859,000 | -40,000 | -4.45% | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.02% | 34,900 | -1,781 | -4.86% | Dec 31, 2023 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.02% | 50,500 | - | - | Jan 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.02% | 661,693 | -12,120 | -1.80% | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.02% | 9,641,614 | -177,120 | -1.80% | Dec 31, 2023 |
| T. Rowe Price Equity Income Fund, Inc. | 0.02% | 85,000 | - | - | Dec 31, 2023 |
| Guggenheim Enhanced Equity Income Fund | 0.02% | 3,579 | - | - | Sep 30, 2021 |
| T. Rowe Price Blue Chip Growth Fund, Inc. | 0.02% | 234,000 | - | - | Dec 31, 2023 |
| AB TRUST | 0.02% | 19,154 | - | - | Feb 29, 2024 |
| TrimTabs ETF Trust | 0.02% | 11,740 | - | - | Jan 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.02% | 451,996 | -16,976 | -3.62% | Dec 31, 2023 |
| SIT MUTUAL FUNDS INC | 0.02% | 5,700 | -1,250 | -17.99% | Dec 29, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.02% | 144,227 | - | - | Dec 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.02% | 8,174 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.02% | 1,800,000 | 1,338,000 | 289.61% | Feb 29, 2024 |
| Collaborative Investment Series Trust | 0.02% | 2,708 | - | - | Dec 31, 2023 |
| NUVEEN INVESTMENT TRUST | 0.02% | 6,000 | - | - | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.01% | 186,658 | -410 | -0.22% | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 52,181 | 15,254 | 41.31% | Jan 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.01% | 72,000 | 72,000 | - | Sep 30, 2019 |
| REYNOLDS FUNDS INC | 0.01% | 150 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 31,412 | - | - | Dec 31, 2023 |
| Keeley Funds, Inc. | 0.01% | 3,341 | -137 | -3.94% | Dec 29, 2023 |
| SCHWAB ANNUITY PORTFOLIOS | 0.01% | 4,800 | -2 | -0.04% | Dec 31, 2023 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.01% | 3,634 | -126,893 | -97.22% | Feb 29, 2024 |
| BAIRD FUNDS INC | 0.01% | 13,700,000 | - | - | Dec 31, 2023 |
| LORD ABBETT SECURITIES TRUST | 0.01% | 57,645 | -26,119 | -31.18% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.01% | 1,377,000 | - | - | Feb 29, 2024 |
| BRAGG CAPITAL TRUST | 0.01% | 7,000 | - | - | May 31, 2023 |
| Meeder Funds | 0.01% | 57,082 | 13,282 | 30.32% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,714 | - | - | Dec 31, 2023 |
| VANGUARD SPECIALIZED FUNDS | 0.01% | 586,055 | -6,894 | -1.16% | Jan 31, 2024 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.01% | 7,201 | -230 | -3.10% | Mar 31, 2024 |
| STERLING CAPITAL FUNDS | 0.01% | 212,156 | -14,168 | -6.26% | Dec 29, 2023 |
| FIDELITY CAPITAL TRUST | 0.01% | 107,300 | 3,900 | 3.77% | Jan 31, 2024 |
| AQUILA FUNDS TRUST | 0.01% | 8,904 | - | - | Dec 29, 2023 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 1,701 | - | - | Dec 29, 2023 |
| Advisers Investment Trust | 0.01% | 250,000 | - | - | Dec 29, 2023 |
| MFS SERIES TRUST XI | 0.01% | 43,944 | -1,180 | -2.62% | Dec 31, 2023 |
| FPA FUNDS TRUST | 0.01% | 6,000 | - | - | Feb 29, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 51,055 | 689 | 1.37% | Jan 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.01% | 3,465 | -35 | -1.00% | Dec 31, 2023 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.01% | 81,659 | -8,814 | -9.74% | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.01% | 34,097 | -6,915 | -16.86% | Feb 29, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.01% | 1,800 | - | - | Jan 31, 2024 |
Ameriprise Financial's largest mutual fund holder by % of total assets is "Aspiration Funds", owning 14.55K shares, compromising 0.53% of its total assets.
Ameriprise Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 847 | -26.16% |
| 31 Dec, 23 | 1,147 | 6.50% |
| 30 Sep, 23 | 1,077 | 0.56% |
| 30 Jun, 23 | 1,071 | 4.18% |
| 31 Mar, 23 | 1,028 | 0.98% |
| 31 Dec, 22 | 1,018 | 9.46% |
| 30 Sep, 22 | 930 | -2.11% |
| 30 Jun, 22 | 950 | -4.43% |
| 31 Mar, 22 | 994 | 0.40% |
| 31 Dec, 21 | 990 | 6.91% |
| 30 Sep, 21 | 926 | 3.81% |
| 30 Jun, 21 | 892 | 1.25% |
| 31 Mar, 21 | 881 | 3.28% |
| 31 Dec, 20 | 853 | 9.08% |
| 30 Sep, 20 | 782 | 2.22% |
| 30 Jun, 20 | 765 | 7.14% |
| 31 Mar, 20 | 714 | -15.30% |
| 31 Dec, 19 | 843 | 7.94% |
| 30 Sep, 19 | 781 | -4.99% |
| 30 Jun, 19 | 822 | 6.75% |
| 31 Mar, 19 | 770 | -0.77% |
| 31 Dec, 18 | 776 | -1.15% |
| 30 Sep, 18 | 785 | -0.63% |
| 30 Jun, 18 | 790 | -4.01% |
| 31 Mar, 18 | 823 | 0.12% |
| 31 Dec, 17 | 822 | 11.99% |
| 30 Sep, 17 | 734 | 3.09% |
| 30 Jun, 17 | 712 | 3.34% |
| 31 Mar, 17 | 689 | 1.47% |
| 31 Dec, 16 | 679 | 6.09% |
| 30 Sep, 16 | 640 | 0.31% |
| 30 Jun, 16 | 638 | 2.90% |
| 31 Mar, 16 | 620 | -5.78% |
| 31 Dec, 15 | 658 | 5.96% |
| 30 Sep, 15 | 621 | -7.86% |
| 30 Jun, 15 | 674 | -2.18% |
| 31 Mar, 15 | 689 | 6.16% |
| 31 Dec, 14 | 649 | 6.39% |
| 30 Sep, 14 | 610 | 0.83% |
| 30 Jun, 14 | 605 | -0.17% |
| 31 Mar, 14 | 606 | 2.71% |
| 31 Dec, 13 | 590 | 10.49% |
| 30 Sep, 13 | 534 | 5.74% |
| 30 Jun, 13 | 505 | 128.51% |
| 31 Mar, 13 | 221 | -0.90% |
| 31 Dec, 12 | 223 | 17.37% |
| 30 Sep, 12 | 190 | - |
| 30 Jun, 12 | 190 | -0.52% |
| 31 Mar, 12 | 191 | 10.40% |
| 31 Dec, 11 | 173 | 10.19% |
| 30 Sep, 11 | 157 | -8.19% |
| 30 Jun, 11 | 171 | 11.76% |
| 31 Mar, 11 | 153 | - |
| 31 Dec, 10 | 153 | 12.50% |
| 30 Sep, 10 | 136 | -2.16% |
| 30 Jun, 10 | 139 | -0.71% |
| 31 Mar, 10 | 140 | 12.90% |
| 31 Dec, 09 | 124 | 4.20% |
| 30 Sep, 09 | 119 | -4.03% |
| 30 Jun, 09 | 124 | 5.98% |
| 31 Mar, 09 | 117 | -7.87% |
| 31 Dec, 08 | 127 | - |
| 30 Sep, 08 | 127 | -5.22% |
| 30 Jun, 08 | 134 | 8.06% |
| 31 Mar, 08 | 124 | -6.77% |
| 31 Dec, 07 | 133 | 10.83% |
| 30 Sep, 07 | 120 | -6.25% |
| 30 Jun, 07 | 128 | 0.79% |
| 31 Mar, 07 | 127 | 0.79% |
| 31 Dec, 06 | 126 | 20.00% |
| 30 Sep, 06 | 105 | -1.87% |
| 30 Jun, 06 | 107 | -5.31% |
| 31 Mar, 06 | 113 | 4.63% |
| 31 Dec, 05 | 108 | 535.29% |
| 30 Sep, 05 | 17 | - |
As of 31 Mar 24, 847 institutions are holding Ameriprise Financial's shares, representing a decrease of -26.16% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 52,904,791 | -36.97% |
| 31 Dec, 23 | 83,937,064 | 0.54% |
| 30 Sep, 23 | 83,484,454 | -1.40% |
| 30 Jun, 23 | 84,668,208 | -1.99% |
| 31 Mar, 23 | 86,386,563 | -1.61% |
| 31 Dec, 22 | 87,803,225 | -0.46% |
| 30 Sep, 22 | 88,208,456 | -1.27% |
| 30 Jun, 22 | 89,346,533 | -2.23% |
| 31 Mar, 22 | 91,384,173 | -0.07% |
| 31 Dec, 21 | 91,449,554 | -1.42% |
| 30 Sep, 21 | 92,770,121 | -1.93% |
| 30 Jun, 21 | 94,592,857 | -1.14% |
| 31 Mar, 21 | 95,686,207 | -0.66% |
| 31 Dec, 20 | 96,326,378 | -1.92% |
| 30 Sep, 20 | 98,212,609 | -3.21% |
| 30 Jun, 20 | 101,472,963 | -1.51% |
| 31 Mar, 20 | 103,027,500 | -1.93% |
| 31 Dec, 19 | 105,055,890 | -3.32% |
| 30 Sep, 19 | 108,658,370 | -1.87% |
| 30 Jun, 19 | 110,725,483 | -2.13% |
| 31 Mar, 19 | 113,136,213 | -0.73% |
| 31 Dec, 18 | 113,969,012 | -2.43% |
| 30 Sep, 18 | 116,810,886 | -3.59% |
| 30 Jun, 18 | 121,159,329 | -3.24% |
| 31 Mar, 18 | 125,219,658 | -1.40% |
| 31 Dec, 17 | 126,992,476 | -0.50% |
| 30 Sep, 17 | 127,629,274 | -0.39% |
| 30 Jun, 17 | 128,124,199 | -2.72% |
| 31 Mar, 17 | 131,701,344 | -0.69% |
| 31 Dec, 16 | 132,618,732 | -1.65% |
| 30 Sep, 16 | 134,838,029 | -2.71% |
| 30 Jun, 16 | 138,588,674 | -6.42% |
| 31 Mar, 16 | 148,096,281 | 2.25% |
| 31 Dec, 15 | 144,839,504 | -11.08% |
| 30 Sep, 15 | 162,895,771 | 4.65% |
| 30 Jun, 15 | 155,660,149 | -2.67% |
| 31 Mar, 15 | 159,927,304 | 0.06% |
| 31 Dec, 14 | 159,834,108 | -0.78% |
| 30 Sep, 14 | 161,089,559 | -1.12% |
| 30 Jun, 14 | 162,920,397 | 1.48% |
| 31 Mar, 14 | 160,542,003 | -1.05% |
| 31 Dec, 13 | 162,242,493 | -5.93% |
| 30 Sep, 13 | 172,474,976 | 0.55% |
| 30 Jun, 13 | 171,529,675 | 104.63% |
| 31 Mar, 13 | 83,824,380 | -72.07% |
| 31 Dec, 12 | 300,116,752 | 284.92% |
| 30 Sep, 12 | 77,968,661 | -14.73% |
| 30 Jun, 12 | 91,437,554 | 14.47% |
| 31 Mar, 12 | 79,875,663 | -10.56% |
| 31 Dec, 11 | 89,310,461 | -1.90% |
| 30 Sep, 11 | 91,036,765 | 4.63% |
| 30 Jun, 11 | 87,009,813 | -5.02% |
| 31 Mar, 11 | 91,606,527 | 13.73% |
| 31 Dec, 10 | 80,550,118 | -5.26% |
| 30 Sep, 10 | 85,020,480 | -11.00% |
| 30 Jun, 10 | 95,531,614 | 6.32% |
| 31 Mar, 10 | 89,854,890 | -13.12% |
| 31 Dec, 09 | 103,427,761 | -6.20% |
| 30 Sep, 09 | 110,267,896 | 1.96% |
| 30 Jun, 09 | 108,151,534 | 18.06% |
| 31 Mar, 09 | 91,604,233 | -0.80% |
| 31 Dec, 08 | 92,347,142 | 18.12% |
| 30 Sep, 08 | 78,183,991 | 31.90% |
| 30 Jun, 08 | 59,274,967 | 14.50% |
| 31 Mar, 08 | 51,768,112 | 2.08% |
| 31 Dec, 07 | 50,711,675 | -1.74% |
| 30 Sep, 07 | 51,611,447 | -35.78% |
| 30 Jun, 07 | 80,363,008 | 302.76% |
| 31 Mar, 07 | 19,953,318 | -72.85% |
| 31 Dec, 06 | 73,489,346 | 4.84% |
| 30 Sep, 06 | 70,099,020 | 9.64% |
| 30 Jun, 06 | 63,936,341 | 24.40% |
| 31 Mar, 06 | 51,396,537 | 14.20% |
| 31 Dec, 05 | 45,007,067 | 569.80% |
| 30 Sep, 05 | 6,719,471 | - |
Ameriprise Financial (AMP) has 52.90M shares outstanding as of 31 Mar 24, down -36.97% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 51.12% | 0.78% |
| 31 Dec, 23 | 81.10% | 1.32% |
| 30 Sep, 23 | 78.46% | 1.27% |
| 30 Jun, 23 | 78.47% | 1.22% |
| 31 Mar, 23 | 80.06% | 1.15% |
| 31 Dec, 22 | 83.40% | 1.31% |
| 30 Sep, 22 | 79.83% | 1.26% |
| 30 Jun, 22 | 79.56% | 1.23% |
| 31 Mar, 22 | 80.37% | 1.26% |
| 31 Dec, 21 | 79.80% | 1.26% |
| 30 Sep, 21 | 79.70% | 1.25% |
| 30 Jun, 21 | 79.89% | 1.25% |
| 31 Mar, 21 | 79.87% | 1.32% |
| 31 Dec, 20 | 77.81% | 1.22% |
| 30 Sep, 20 | 79.85% | 1.21% |
| 30 Jun, 20 | 81.18% | 1.22% |
| 31 Mar, 20 | 81.51% | 1.33% |
| 31 Dec, 19 | 78.34% | 1.17% |
| 30 Sep, 19 | 81.88% | 1.24% |
| 30 Jun, 19 | 81.36% | 1.22% |
| 31 Mar, 19 | 81.51% | 1.33% |
| 31 Dec, 18 | 78.28% | 1.20% |
| 30 Sep, 18 | 80.89% | 1.19% |
| 30 Jun, 18 | 82.42% | 1.17% |
| 31 Mar, 18 | 83.76% | 1.18% |
| 31 Dec, 17 | 84.10% | 1.21% |
| 30 Sep, 17 | 83.42% | 1.22% |
| 30 Jun, 17 | 82.61% | 1.18% |
| 31 Mar, 17 | 83.62% | 1.31% |
| 31 Dec, 16 | 79.75% | 1.18% |
| 30 Sep, 16 | 82.22% | 1.21% |
| 30 Jun, 16 | 82.35% | 1.12% |
| 31 Mar, 16 | 85.80% | 1.28% |
| 31 Dec, 15 | 82.02% | 1.01% |
| 30 Sep, 15 | 90.30% | 1.26% |
| 30 Jun, 15 | 84.69% | 1.15% |
| 31 Mar, 15 | 85.84% | 1.19% |
| 31 Dec, 14 | 85.06% | 1.19% |
| 30 Sep, 14 | 84.65% | 1.18% |
| 30 Jun, 14 | 84.55% | 1.25% |
| 31 Mar, 14 | 82.12% | 1.29% |
| 31 Dec, 13 | 79.84% | 1.09% |
| 30 Sep, 13 | 85.68% | 1.22% |
| 30 Jun, 13 | 83.71% | 5.17% |
| 31 Mar, 13 | 40.22% | 0.21% |
| 31 Dec, 12 | 137.23% | 10.43% |
| 30 Sep, 12 | 36.26% | 2.13% |
| 30 Jun, 12 | 41.24% | 3.34% |
| 31 Mar, 12 | 35.14% | 2.28% |
| 31 Dec, 11 | 39.29% | 2.69% |
| 30 Sep, 11 | 38.25% | 3.05% |
| 30 Jun, 11 | 35.44% | 2.67% |
| 31 Mar, 11 | 36.41% | 3.55% |
| 31 Dec, 10 | 32.02% | 2.89% |
| 30 Sep, 10 | 33.30% | 2.49% |
| 30 Jun, 10 | 36.59% | 3.08% |
| 31 Mar, 10 | 34.45% | 1.89% |
| 31 Dec, 09 | 42.70% | 2.35% |
| 30 Sep, 09 | 42.62% | 1.80% |
| 30 Jun, 09 | 48.65% | 2.87% |
| 31 Mar, 09 | 41.21% | 2.39% |
| 31 Dec, 08 | 41.54% | 3.26% |
| 30 Sep, 08 | 35.68% | 5.06% |
| 30 Jun, 08 | 26.56% | 5.17% |
| 31 Mar, 08 | 22.67% | 4.92% |
| 31 Dec, 07 | 21.47% | 4.47% |
| 30 Sep, 07 | 21.93% | 1.91% |
| 30 Jun, 07 | 33.85% | 49.26% |
| 31 Mar, 07 | 8.29% | 0.93% |
| 31 Dec, 06 | 29.81% | 3.63% |
| 30 Sep, 06 | 28.67% | 4.25% |
| 30 Jun, 06 | 25.96% | 6.26% |
| 31 Mar, 06 | 20.37% | 6.40% |
| 31 Dec, 05 | 17.84% | 239.09% |
| 30 Sep, 05 | 2.73% | - |
As of 31 Mar 24, Ameriprise Financial is held by 51.12% institutional shareholders, representing a 0.78% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 378 | -23.01% |
| 31 Dec, 23 | 491 | 15.26% |
| 30 Sep, 23 | 426 | -2.74% |
| 30 Jun, 23 | 438 | -1.13% |
| 31 Mar, 23 | 443 | -5.34% |
| 31 Dec, 22 | 468 | 25.81% |
| 30 Sep, 22 | 372 | -6.30% |
| 30 Jun, 22 | 397 | -6.37% |
| 31 Mar, 22 | 424 | -8.23% |
| 31 Dec, 21 | 462 | 20.63% |
| 30 Sep, 21 | 383 | 10.06% |
| 30 Jun, 21 | 348 | -7.20% |
| 31 Mar, 21 | 375 | 2.46% |
| 31 Dec, 20 | 366 | 21.59% |
| 30 Sep, 20 | 301 | -7.95% |
| 30 Jun, 20 | 327 | 12.76% |
| 31 Mar, 20 | 290 | -19.22% |
| 31 Dec, 19 | 359 | 15.43% |
| 30 Sep, 19 | 311 | -15.95% |
| 30 Jun, 19 | 370 | 13.15% |
| 31 Mar, 19 | 327 | 4.14% |
| 31 Dec, 18 | 314 | 0.32% |
| 30 Sep, 18 | 313 | -2.80% |
| 30 Jun, 18 | 322 | -4.45% |
| 31 Mar, 18 | 337 | -11.55% |
| 31 Dec, 17 | 381 | 27.85% |
| 30 Sep, 17 | 298 | -4.18% |
| 30 Jun, 17 | 311 | 5.07% |
| 31 Mar, 17 | 296 | 0.68% |
| 31 Dec, 16 | 294 | 24.58% |
| 30 Sep, 16 | 236 | -16.90% |
| 30 Jun, 16 | 284 | 2.16% |
| 31 Mar, 16 | 278 | 8.59% |
| 31 Dec, 15 | 256 | -3.40% |
| 30 Sep, 15 | 265 | -9.86% |
| 30 Jun, 15 | 294 | -3.92% |
| 31 Mar, 15 | 306 | 20.00% |
| 31 Dec, 14 | 255 | 5.81% |
| 30 Sep, 14 | 241 | -5.86% |
| 30 Jun, 14 | 256 | 4.92% |
| 31 Mar, 14 | 244 | -1.21% |
| 31 Dec, 13 | 247 | 14.88% |
| 30 Sep, 13 | 215 | -41.26% |
| 30 Jun, 13 | 366 | 281.25% |
| 31 Mar, 13 | 96 | -17.24% |
| 31 Dec, 12 | 116 | 46.84% |
| 30 Sep, 12 | 79 | -15.05% |
| 30 Jun, 12 | 93 | -7.00% |
| 31 Mar, 12 | 100 | 19.05% |
| 31 Dec, 11 | 84 | 2.44% |
| 30 Sep, 11 | 82 | -12.77% |
| 30 Jun, 11 | 94 | 25.33% |
| 31 Mar, 11 | 75 | -11.76% |
| 31 Dec, 10 | 85 | 18.06% |
| 30 Sep, 10 | 72 | -13.25% |
| 30 Jun, 10 | 83 | 18.57% |
| 31 Mar, 10 | 70 | -1.41% |
| 31 Dec, 09 | 71 | 18.33% |
| 30 Sep, 09 | 60 | -24.05% |
| 30 Jun, 09 | 79 | 19.70% |
| 31 Mar, 09 | 66 | -5.71% |
| 31 Dec, 08 | 70 | 1.45% |
| 30 Sep, 08 | 69 | -8.00% |
| 30 Jun, 08 | 75 | 31.58% |
| 31 Mar, 08 | 57 | -24.00% |
| 31 Dec, 07 | 75 | 31.58% |
| 30 Sep, 07 | 57 | -3.39% |
| 30 Jun, 07 | 59 | - |
| 31 Mar, 07 | 59 | -10.61% |
| 31 Dec, 06 | 66 | 24.53% |
| 30 Sep, 06 | 53 | -1.85% |
| 30 Jun, 06 | 54 | -8.47% |
| 31 Mar, 06 | 59 | -43.27% |
| 31 Dec, 05 | 104 | 511.76% |
| 30 Sep, 05 | 17 | - |
378 institutional shareholders have increased their position in AMP stock as of 31 Mar 24 compared to 491 in the previous quarter (a -23.01% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 264 | -38.60% |
| 31 Dec, 23 | 430 | 11.98% |
| 30 Sep, 23 | 384 | -5.19% |
| 30 Jun, 23 | 405 | 6.02% |
| 31 Mar, 23 | 382 | 13.02% |
| 31 Dec, 22 | 338 | -4.79% |
| 30 Sep, 22 | 355 | -0.28% |
| 30 Jun, 22 | 356 | 0.28% |
| 31 Mar, 22 | 355 | 9.91% |
| 31 Dec, 21 | 323 | -1.22% |
| 30 Sep, 21 | 327 | -4.66% |
| 30 Jun, 21 | 343 | 1.78% |
| 31 Mar, 21 | 337 | 6.98% |
| 31 Dec, 20 | 315 | 9.00% |
| 30 Sep, 20 | 289 | 0.70% |
| 30 Jun, 20 | 287 | 1.77% |
| 31 Mar, 20 | 282 | -11.04% |
| 31 Dec, 19 | 317 | 13.62% |
| 30 Sep, 19 | 279 | -0.71% |
| 30 Jun, 19 | 281 | 4.07% |
| 31 Mar, 19 | 270 | -9.40% |
| 31 Dec, 18 | 298 | 7.58% |
| 30 Sep, 18 | 277 | - |
| 30 Jun, 18 | 277 | -7.36% |
| 31 Mar, 18 | 299 | 11.15% |
| 31 Dec, 17 | 269 | 0.75% |
| 30 Sep, 17 | 267 | 9.88% |
| 30 Jun, 17 | 243 | -6.54% |
| 31 Mar, 17 | 260 | -1.89% |
| 31 Dec, 16 | 265 | -3.28% |
| 30 Sep, 16 | 274 | 14.64% |
| 30 Jun, 16 | 239 | 0.84% |
| 31 Mar, 16 | 237 | -15.36% |
| 31 Dec, 15 | 280 | 18.14% |
| 30 Sep, 15 | 237 | -8.49% |
| 30 Jun, 15 | 259 | 4.44% |
| 31 Mar, 15 | 248 | -4.25% |
| 31 Dec, 14 | 259 | 9.28% |
| 30 Sep, 14 | 237 | 8.22% |
| 30 Jun, 14 | 219 | -9.13% |
| 31 Mar, 14 | 241 | 0.42% |
| 31 Dec, 13 | 240 | 15.94% |
| 30 Sep, 13 | 207 | 99.04% |
| 30 Jun, 13 | 104 | 10.64% |
| 31 Mar, 13 | 94 | 20.51% |
| 31 Dec, 12 | 78 | -7.14% |
| 30 Sep, 12 | 84 | 18.31% |
| 30 Jun, 12 | 71 | -1.39% |
| 31 Mar, 12 | 72 | -2.70% |
| 31 Dec, 11 | 74 | 34.55% |
| 30 Sep, 11 | 55 | -3.51% |
| 30 Jun, 11 | 57 | -8.06% |
| 31 Mar, 11 | 62 | 21.57% |
| 31 Dec, 10 | 51 | 10.87% |
| 30 Sep, 10 | 46 | 12.20% |
| 30 Jun, 10 | 41 | -18.00% |
| 31 Mar, 10 | 50 | 51.52% |
| 31 Dec, 09 | 33 | -17.50% |
| 30 Sep, 09 | 40 | 42.86% |
| 30 Jun, 09 | 28 | -15.15% |
| 31 Mar, 09 | 33 | -15.38% |
| 31 Dec, 08 | 39 | 11.43% |
| 30 Sep, 08 | 35 | 6.06% |
| 30 Jun, 08 | 33 | -32.65% |
| 31 Mar, 08 | 49 | 36.11% |
| 31 Dec, 07 | 36 | -12.20% |
| 30 Sep, 07 | 41 | -4.65% |
| 30 Jun, 07 | 43 | -6.52% |
| 31 Mar, 07 | 46 | 21.05% |
| 31 Dec, 06 | 38 | 8.57% |
| 30 Sep, 06 | 35 | -20.45% |
| 30 Jun, 06 | 44 | -2.22% |
| 31 Mar, 06 | 45 | 2150.00% |
| 31 Dec, 05 | 2 | - |
| 30 Sep, 05 | - | - |
264 institutional shareholders have reduced their position in AMP stock as of 31 Mar 24 compared to 430 in the previous quarter (a -38.60% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 847 | -26.16% | 52,904,791 | -36.97% | 51.12% | 0.78% | 378 | -23.01% | 264 | -38.60% |
| 31 Dec, 23 | 1,147 | 6.50% | 83,937,064 | 0.54% | 81.10% | 1.32% | 491 | 15.26% | 430 | 11.98% |
| 30 Sep, 23 | 1,077 | 0.56% | 83,484,454 | -1.40% | 78.46% | 1.27% | 426 | -2.74% | 384 | -5.19% |
| 30 Jun, 23 | 1,071 | 4.18% | 84,668,208 | -1.99% | 78.47% | 1.22% | 438 | -1.13% | 405 | 6.02% |
| 31 Mar, 23 | 1,028 | 0.98% | 86,386,563 | -1.61% | 80.06% | 1.15% | 443 | -5.34% | 382 | 13.02% |
| 31 Dec, 22 | 1,018 | 9.46% | 87,803,225 | -0.46% | 83.40% | 1.31% | 468 | 25.81% | 338 | -4.79% |
| 30 Sep, 22 | 930 | -2.11% | 88,208,456 | -1.27% | 79.83% | 1.26% | 372 | -6.30% | 355 | -0.28% |
| 30 Jun, 22 | 950 | -4.43% | 89,346,533 | -2.23% | 79.56% | 1.23% | 397 | -6.37% | 356 | 0.28% |
| 31 Mar, 22 | 994 | 0.40% | 91,384,173 | -0.07% | 80.37% | 1.26% | 424 | -8.23% | 355 | 9.91% |
| 31 Dec, 21 | 990 | 6.91% | 91,449,554 | -1.42% | 79.80% | 1.26% | 462 | 20.63% | 323 | -1.22% |
| 30 Sep, 21 | 926 | 3.81% | 92,770,121 | -1.93% | 79.70% | 1.25% | 383 | 10.06% | 327 | -4.66% |
| 30 Jun, 21 | 892 | 1.25% | 94,592,857 | -1.14% | 79.89% | 1.25% | 348 | -7.20% | 343 | 1.78% |
| 31 Mar, 21 | 881 | 3.28% | 95,686,207 | -0.66% | 79.87% | 1.32% | 375 | 2.46% | 337 | 6.98% |
| 31 Dec, 20 | 853 | 9.08% | 96,326,378 | -1.92% | 77.81% | 1.22% | 366 | 21.59% | 315 | 9.00% |
| 30 Sep, 20 | 782 | 2.22% | 98,212,609 | -3.21% | 79.85% | 1.21% | 301 | -7.95% | 289 | 0.70% |
| 30 Jun, 20 | 765 | 7.14% | 101,472,963 | -1.51% | 81.18% | 1.22% | 327 | 12.76% | 287 | 1.77% |
| 31 Mar, 20 | 714 | -15.30% | 103,027,500 | -1.93% | 81.51% | 1.33% | 290 | -19.22% | 282 | -11.04% |
| 31 Dec, 19 | 843 | 7.94% | 105,055,890 | -3.32% | 78.34% | 1.17% | 359 | 15.43% | 317 | 13.62% |
| 30 Sep, 19 | 781 | -4.99% | 108,658,370 | -1.87% | 81.88% | 1.24% | 311 | -15.95% | 279 | -0.71% |
| 30 Jun, 19 | 822 | 6.75% | 110,725,483 | -2.13% | 81.36% | 1.22% | 370 | 13.15% | 281 | 4.07% |
| 31 Mar, 19 | 770 | -0.77% | 113,136,213 | -0.73% | 81.51% | 1.33% | 327 | 4.14% | 270 | -9.40% |
| 31 Dec, 18 | 776 | -1.15% | 113,969,012 | -2.43% | 78.28% | 1.20% | 314 | 0.32% | 298 | 7.58% |
| 30 Sep, 18 | 785 | -0.63% | 116,810,886 | -3.59% | 80.89% | 1.19% | 313 | -2.80% | 277 | - |
| 30 Jun, 18 | 790 | -4.01% | 121,159,329 | -3.24% | 82.42% | 1.17% | 322 | -4.45% | 277 | -7.36% |
| 31 Mar, 18 | 823 | 0.12% | 125,219,658 | -1.40% | 83.76% | 1.18% | 337 | -11.55% | 299 | 11.15% |
| 31 Dec, 17 | 822 | 11.99% | 126,992,476 | -0.50% | 84.10% | 1.21% | 381 | 27.85% | 269 | 0.75% |
| 30 Sep, 17 | 734 | 3.09% | 127,629,274 | -0.39% | 83.42% | 1.22% | 298 | -4.18% | 267 | 9.88% |
| 30 Jun, 17 | 712 | 3.34% | 128,124,199 | -2.72% | 82.61% | 1.18% | 311 | 5.07% | 243 | -6.54% |
| 31 Mar, 17 | 689 | 1.47% | 131,701,344 | -0.69% | 83.62% | 1.31% | 296 | 0.68% | 260 | -1.89% |
| 31 Dec, 16 | 679 | 6.09% | 132,618,732 | -1.65% | 79.75% | 1.18% | 294 | 24.58% | 265 | -3.28% |
| 30 Sep, 16 | 640 | 0.31% | 134,838,029 | -2.71% | 82.22% | 1.21% | 236 | -16.90% | 274 | 14.64% |
| 30 Jun, 16 | 638 | 2.90% | 138,588,674 | -6.42% | 82.35% | 1.12% | 284 | 2.16% | 239 | 0.84% |
| 31 Mar, 16 | 620 | -5.78% | 148,096,281 | 2.25% | 85.80% | 1.28% | 278 | 8.59% | 237 | -15.36% |
| 31 Dec, 15 | 658 | 5.96% | 144,839,504 | -11.08% | 82.02% | 1.01% | 256 | -3.40% | 280 | 18.14% |
| 30 Sep, 15 | 621 | -7.86% | 162,895,771 | 4.65% | 90.30% | 1.26% | 265 | -9.86% | 237 | -8.49% |
| 30 Jun, 15 | 674 | -2.18% | 155,660,149 | -2.67% | 84.69% | 1.15% | 294 | -3.92% | 259 | 4.44% |
| 31 Mar, 15 | 689 | 6.16% | 159,927,304 | 0.06% | 85.84% | 1.19% | 306 | 20.00% | 248 | -4.25% |
| 31 Dec, 14 | 649 | 6.39% | 159,834,108 | -0.78% | 85.06% | 1.19% | 255 | 5.81% | 259 | 9.28% |
| 30 Sep, 14 | 610 | 0.83% | 161,089,559 | -1.12% | 84.65% | 1.18% | 241 | -5.86% | 237 | 8.22% |
| 30 Jun, 14 | 605 | -0.17% | 162,920,397 | 1.48% | 84.55% | 1.25% | 256 | 4.92% | 219 | -9.13% |
| 31 Mar, 14 | 606 | 2.71% | 160,542,003 | -1.05% | 82.12% | 1.29% | 244 | -1.21% | 241 | 0.42% |
| 31 Dec, 13 | 590 | 10.49% | 162,242,493 | -5.93% | 79.84% | 1.09% | 247 | 14.88% | 240 | 15.94% |
| 30 Sep, 13 | 534 | 5.74% | 172,474,976 | 0.55% | 85.68% | 1.22% | 215 | -41.26% | 207 | 99.04% |
| 30 Jun, 13 | 505 | 128.51% | 171,529,675 | 104.63% | 83.71% | 5.17% | 366 | 281.25% | 104 | 10.64% |
| 31 Mar, 13 | 221 | -0.90% | 83,824,380 | -72.07% | 40.22% | 0.21% | 96 | -17.24% | 94 | 20.51% |
| 31 Dec, 12 | 223 | 17.37% | 300,116,752 | 284.92% | 137.23% | 10.43% | 116 | 46.84% | 78 | -7.14% |
| 30 Sep, 12 | 190 | - | 77,968,661 | -14.73% | 36.26% | 2.13% | 79 | -15.05% | 84 | 18.31% |
| 30 Jun, 12 | 190 | -0.52% | 91,437,554 | 14.47% | 41.24% | 3.34% | 93 | -7.00% | 71 | -1.39% |
| 31 Mar, 12 | 191 | 10.40% | 79,875,663 | -10.56% | 35.14% | 2.28% | 100 | 19.05% | 72 | -2.70% |
| 31 Dec, 11 | 173 | 10.19% | 89,310,461 | -1.90% | 39.29% | 2.69% | 84 | 2.44% | 74 | 34.55% |
| 30 Sep, 11 | 157 | -8.19% | 91,036,765 | 4.63% | 38.25% | 3.05% | 82 | -12.77% | 55 | -3.51% |
| 30 Jun, 11 | 171 | 11.76% | 87,009,813 | -5.02% | 35.44% | 2.67% | 94 | 25.33% | 57 | -8.06% |
| 31 Mar, 11 | 153 | - | 91,606,527 | 13.73% | 36.41% | 3.55% | 75 | -11.76% | 62 | 21.57% |
| 31 Dec, 10 | 153 | 12.50% | 80,550,118 | -5.26% | 32.02% | 2.89% | 85 | 18.06% | 51 | 10.87% |
| 30 Sep, 10 | 136 | -2.16% | 85,020,480 | -11.00% | 33.30% | 2.49% | 72 | -13.25% | 46 | 12.20% |
| 30 Jun, 10 | 139 | -0.71% | 95,531,614 | 6.32% | 36.59% | 3.08% | 83 | 18.57% | 41 | -18.00% |
| 31 Mar, 10 | 140 | 12.90% | 89,854,890 | -13.12% | 34.45% | 1.89% | 70 | -1.41% | 50 | 51.52% |
| 31 Dec, 09 | 124 | 4.20% | 103,427,761 | -6.20% | 42.70% | 2.35% | 71 | 18.33% | 33 | -17.50% |
| 30 Sep, 09 | 119 | -4.03% | 110,267,896 | 1.96% | 42.62% | 1.80% | 60 | -24.05% | 40 | 42.86% |
| 30 Jun, 09 | 124 | 5.98% | 108,151,534 | 18.06% | 48.65% | 2.87% | 79 | 19.70% | 28 | -15.15% |
| 31 Mar, 09 | 117 | -7.87% | 91,604,233 | -0.80% | 41.21% | 2.39% | 66 | -5.71% | 33 | -15.38% |
| 31 Dec, 08 | 127 | - | 92,347,142 | 18.12% | 41.54% | 3.26% | 70 | 1.45% | 39 | 11.43% |
| 30 Sep, 08 | 127 | -5.22% | 78,183,991 | 31.90% | 35.68% | 5.06% | 69 | -8.00% | 35 | 6.06% |
| 30 Jun, 08 | 134 | 8.06% | 59,274,967 | 14.50% | 26.56% | 5.17% | 75 | 31.58% | 33 | -32.65% |
| 31 Mar, 08 | 124 | -6.77% | 51,768,112 | 2.08% | 22.67% | 4.92% | 57 | -24.00% | 49 | 36.11% |
| 31 Dec, 07 | 133 | 10.83% | 50,711,675 | -1.74% | 21.47% | 4.47% | 75 | 31.58% | 36 | -12.20% |
| 30 Sep, 07 | 120 | -6.25% | 51,611,447 | -35.78% | 21.93% | 1.91% | 57 | -3.39% | 41 | -4.65% |
| 30 Jun, 07 | 128 | 0.79% | 80,363,008 | 302.76% | 33.85% | 49.26% | 59 | - | 43 | -6.52% |
| 31 Mar, 07 | 127 | 0.79% | 19,953,318 | -72.85% | 8.29% | 0.93% | 59 | -10.61% | 46 | 21.05% |
| 31 Dec, 06 | 126 | 20.00% | 73,489,346 | 4.84% | 29.81% | 3.63% | 66 | 24.53% | 38 | 8.57% |
| 30 Sep, 06 | 105 | -1.87% | 70,099,020 | 9.64% | 28.67% | 4.25% | 53 | -1.85% | 35 | -20.45% |
| 30 Jun, 06 | 107 | -5.31% | 63,936,341 | 24.40% | 25.96% | 6.26% | 54 | -8.47% | 44 | -2.22% |
| 31 Mar, 06 | 113 | 4.63% | 51,396,537 | 14.20% | 20.37% | 6.40% | 59 | -43.27% | 45 | 2150.00% |
| 31 Dec, 05 | 108 | 535.29% | 45,007,067 | 569.80% | 17.84% | 239.09% | 104 | 511.76% | 2 | - |
| 30 Sep, 05 | 17 | - | 6,719,471 | - | 2.73% | - | 17 | - | - | - |
Ameriprise Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Ameriprise Financial's stock was made by Alvero Gumer on Mar 29 2024, selling 2,583 shares at $436.23 per share (valued at $1.13M).
Ameriprise Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2031 | 1 | - | - |
| Q2 2024 | 8 | - | - |
| Q1 2024 | 38 | 65 | 58.46% |
| Q4 2023 | 4 | 14 | 28.57% |
| Q3 2023 | 7 | 16 | 43.75% |
| Q2 2023 | 8 | 2 | 400.00% |
| Q1 2023 | 34 | 42 | 80.95% |
| Q4 2022 | 7 | 17 | 41.18% |
| Q3 2022 | 2 | 11 | 18.18% |
| Q2 2022 | 10 | 10 | 100.00% |
| Q1 2022 | 32 | 58 | 55.17% |
| Q4 2021 | 7 | 18 | 38.89% |
| Q3 2021 | 6 | 15 | 40.00% |
| Q2 2021 | 11 | 8 | 137.50% |
| Q1 2021 | 40 | 61 | 65.57% |
| Q4 2020 | 9 | 34 | 26.47% |
| Q3 2020 | 5 | 18 | 27.78% |
| Q2 2020 | 9 | 2 | 450.00% |
| Q1 2020 | 38 | 58 | 65.52% |
| Q4 2019 | 2 | 9 | 22.22% |
1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Ameriprise Financial's insiders, as of Q1 2031.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2031 | - | - | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | 23 | - |
| Q4 2023 | - | 4 | - |
| Q3 2023 | - | 4 | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 9 | - |
| Q4 2022 | - | 7 | - |
| Q3 2022 | - | 1 | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | 11 | - |
| Q4 2021 | - | 6 | - |
| Q3 2021 | - | 2 | - |
| Q2 2021 | - | 4 | - |
| Q1 2021 | - | 12 | - |
| Q4 2020 | - | 17 | - |
| Q3 2020 | - | 1 | - |
| Q2 2020 | - | 1 | - |
| Q1 2020 | - | 10 | - |
| Q4 2019 | - | 3 | - |
As of Q1 2031, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Ameriprise Financial's stocks.
Ameriprise Financial Peer Ownership
| Ticker | Company |
|---|---|
| STT | State Street Corporation |
| NTRS | Northern Trust Corporation |
| AMK | AssetMark Financial Holdings, Inc. |
| IVZ | Invesco Ltd. |
| SEIC | SEI Investments Company |
| ARCC | Ares Capital Corporation |
| APO | Apollo Global Management, Inc. |
| BBUC | Brookfield Business Corporation |
| BK | The Bank of New York Mellon Corporation |
| JHG | Janus Henderson Group plc |
| PFG | Principal Financial Group, Inc. |
| OWL | Blue Owl Capital Inc. |
| BEN | Franklin Resources, Inc. |
| AMG | Affiliated Managers Group, Inc. |
| TROW | T. Rowe Price Group, Inc. |
| KKR | KKR & Co. Inc. |
AMP Ownership FAQ
Who Owns Ameriprise Financial?
Ameriprise Financial is owned by institutional shareholders (51.12%), insiders (0.17%), and public (48.72%). The largest institutional shareholder of Ameriprise Financial is VANGUARD GROUP INC (12.30% of total shares) and the top mutual fund owner is Aspiration Funds (0.53% of total shares).
Who are the major institutional shareholders of Ameriprise Financial?
Ameriprise Financial's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, JPMORGAN CHASE & CO, and ARISTOTLE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 31.93% of the company's share outstanding.
How many Ameriprise Financial shareholders are there?
As of Mar 2024, there are 847 institutional shareholders of Ameriprise Financial.
What percentage of Ameriprise Financial is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 12.73M shares of Ameriprise Financial, representing 12.30% of the company's total shares outstanding, valued at $5.58B (as of Mar 2024).
What percentage of Ameriprise Financial is owned by BLACKROCK INC?
As of Mar 2024, BLACKROCK INC holds 8.58M shares of Ameriprise Financial (AMP), compromising 8.29% of the company, valued at $3.76B.
What percentage of Ameriprise Financial is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Ameriprise Financial. The company owns 4.48M of the company's shares outstanding (worth $1.97B).