Ameriprise Financial Ownership 2024 | Who Owns Ameriprise Financial Now?


OverviewForecastRevenueFinancialsChartTranscripts

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC12.30%0.11%12,725,470-286,961-2.21%5,579,355,066Mar 31, 2024
BLACKROCK INC.8.29%0.09%8,581,446243,1812.92%3,762,449,212Mar 31, 2024
STATE STREET CORP4.33%0.09%4,483,008-21,090-0.47%1,965,530,028Mar 31, 2024
JPMORGAN CHASE & CO3.71%0.14%3,844,165604,76718.67%1,685,436,233Mar 31, 2024
ARISTOTLE CAPITAL MANAGEMENT, LLC3.29%2.77%3,409,689-89,353-2.55%1,494,943,876Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.44%0.10%2,520,98927,9191.12%1,102,668,958Mar 31, 2024
MORGAN STANLEY2.15%0.08%2,223,399-38,975-1.72%974,828,235Mar 31, 2024
VIKING GLOBAL INVESTORS LP1.57%2.66%1,626,845-287,529-15.02%713,273,922Mar 31, 2024
BOSTON PARTNERS1.50%0.81%1,548,435-56,556-3.52%678,792,582Mar 31, 2024
UBS ASSET MANAGEMENT AMERICAS INC1.46%0.24%1,511,791-226,066-13.01%662,829,647Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC1.46%0.20%1,506,94625,4531.72%660,692,647Mar 31, 2024
UBS GROUP AG1.20%0.14%1,243,053-112,763-8.32%545,004,157Mar 31, 2024
FMR LLC1.12%0.03%1,156,083-119,633-9.38%506,873,111Mar 31, 2024
NORTHERN TRUST CORP1.07%0.08%1,103,979-76,967-6.52%484,028,553Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.06%0.09%1,099,084-263,905-19.36%481,882,543Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.98%0.12%1,019,3134,0880.40%446,907,412Mar 31, 2024
GOLDMAN SACHS GROUP INC0.89%0.07%919,067103,83312.74%402,955,954Mar 31, 2024
LSV ASSET MANAGEMENT0.88%0.82%908,915-40,010-4.22%398,505,000Mar 31, 2024
LYRICAL ASSET MANAGEMENT LP0.86%5.78%887,902-34,698-3.76%389,291,753Mar 31, 2024
ROYAL BANK OF CANADA0.83%0.09%863,128-98,977-10.29%378,431,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
BOYAR ASSET MANAGEMENT INC.0.02%7.08%24,7551,3605.81%10,853,696Mar 31, 2024
PHILOSMITH CAPITAL CORP0.05%6.85%55,700--24,421,108Mar 31, 2024
LYRICAL ASSET MANAGEMENT LP0.86%5.78%887,902-34,698-3.76%389,291,753Mar 31, 2024
MARVIN & PALMER ASSOCIATES INC0.01%4.36%10,036-145-1.42%4,400,184Mar 31, 2024
ALLEY INVESTMENT MANAGEMENT COMPANY, LLC0.06%3.52%58,388-71-0.12%25,599,635Mar 31, 2024
CLOSE ASSET MANAGEMENT LTD0.21%3.51%219,260219,165230700.00%96,130,000Mar 31, 2024
GS INVESTMENTS, INC.0.01%3.29%15,574110.07%6,828,265Mar 31, 2024
EDMP, INC.0.01%3.27%8,945-9-0.10%3,921,628Mar 31, 2024
DIVIDEND ASSETS CAPITAL, LLC0.03%3.18%34,452-1,073-3.02%15,105,000Mar 31, 2024
ARISTOTLE CAPITAL MANAGEMENT, LLC3.29%2.77%3,409,689-89,353-2.55%1,494,943,876Mar 31, 2024
ATWOOD & PALMER INC0.08%2.69%81,009-12,809-13.65%35,517,487Mar 31, 2024
DAKOTA COMMUNITY BANK & TRUST NA0.00%2.68%1,132-235-17.19%496,314Mar 31, 2024
VIKING GLOBAL INVESTORS LP1.57%2.66%1,626,845-287,529-15.02%713,273,922Mar 31, 2024
GREATMARK INVESTMENT PARTNERS, INC.0.04%2.34%37,5859872.70%16,478,654Mar 31, 2024
WEAVER C. BARKSDALE & ASSOCIATES, INC.0.01%2.14%5,309-1,147-17.77%2,326,628Mar 31, 2024
SMITH GROUP ASSET MANAGEMENT, LLC0.08%2.09%83,31627,35648.88%36,529,067Mar 31, 2024
APPLIED FINANCE CAPITAL MANAGEMENT, LLC0.07%2.08%67,3297,47512.49%29,519,788Mar 31, 2024
FOUNDRY PARTNERS, LLC0.08%1.97%84,1452,5363.11%36,892,534Mar 31, 2024
COVE PRIVATE WEALTH, LLC0.00%1.92%5,123-523-9.26%2,246,128Mar 31, 2024
NEW POTOMAC PARTNERS, LLC0.01%1.79%7,338-312-4.08%3,217,273Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
JPMORGAN CHASE & CO3.71%0.14%3,844,165604,76718.67%1,685,436,233Mar 31, 2024
0.24%0.18%248,467248,467100.00%108,938,000Mar 31, 2024
BLACKROCK INC.8.29%0.09%8,581,446243,1812.92%3,762,449,212Mar 31, 2024
CLOSE ASSET MANAGEMENT LTD0.21%3.51%219,260219,165230700.00%96,130,000Mar 31, 2024
FRANKLIN RESOURCES INC0.24%0.03%244,558173,065242.07%107,221,077Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.33%0.09%344,119155,77982.71%150,875,745Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.34%0.30%349,248135,38063.30%151,863,402,000Mar 31, 2024
BARCLAYS PLC0.52%0.08%534,492126,75131.09%234,342,000Mar 31, 2024
TD ASSET MANAGEMENT INC0.68%0.29%707,617111,97318.80%310,247,598Mar 31, 2024
WOODLINE PARTNERS LP0.11%0.45%111,140111,140100.00%48,728,222Mar 31, 2024
GOLDMAN SACHS GROUP INC0.89%0.07%919,067103,83312.74%402,955,954Mar 31, 2024
CAPTRUST FINANCIAL ADVISORS0.14%0.23%142,89589,679168.52%62,650,844Mar 31, 2024
DEUTSCHE BANK AG\0.66%0.14%681,44779,40313.19%298,773,624Mar 31, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.19%0.09%192,36075,46064.55%84,338,318Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.07%0.05%71,01770,0207023.07%31,136,694Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.07%0.01%67,88667,886100.00%29,763,938Mar 31, 2024
BANK OF AMERICA CORP /DE/0.78%0.03%806,35164,3108.67%353,536,732,000Mar 31, 2024
EPOCH INVESTMENT PARTNERS, INC.0.43%0.86%441,25359,02115.44%193,462,967Mar 31, 2024
CERITY PARTNERS LLC0.08%0.10%87,11256,610185.59%38,193,443Mar 31, 2024
PAYDEN & RYGEL INVESTMENT GROUP0.05%1.15%55,50055,500100.00%24,333,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
FIRST TRUST ADVISORS LP0.07%0.03%68,860-495,250-87.79%30,190,978Mar 31, 2024
VIKING GLOBAL INVESTORS LP1.57%2.66%1,626,845-287,529-15.02%713,273,922Mar 31, 2024
VANGUARD GROUP INC12.30%0.11%12,725,470-286,961-2.21%5,579,355,066Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.06%0.09%1,099,084-263,905-19.36%481,882,543Mar 31, 2024
BEUTEL, GOODMAN & CO LTD.0.47%1.09%483,992-242,862-33.41%212,201,000Mar 31, 2024
UBS ASSET MANAGEMENT AMERICAS INC1.46%0.24%1,511,791-226,066-13.01%662,829,647Mar 31, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.07%0.05%75,453-154,720-67.22%33,081,613Mar 31, 2024
FMR LLC1.12%0.03%1,156,083-119,633-9.38%506,873,111Mar 31, 2024
UBS GROUP AG1.20%0.14%1,243,053-112,763-8.32%545,004,157Mar 31, 2024
GILLSON CAPITAL LP0.02%1.00%24,100-100,986-80.73%10,566,000Mar 31, 2024
ROYAL BANK OF CANADA0.83%0.09%863,128-98,977-10.29%378,431,000Mar 31, 2024
MARSHALL WACE, LLP0.35%0.24%357,860-91,633-20.39%156,900,138Mar 31, 2024
WESTFIELD CAPITAL MANAGEMENT CO LP0.02%0.04%19,376-90,143-82.31%8,495,213Mar 31, 2024
ARISTOTLE CAPITAL MANAGEMENT, LLC3.29%2.77%3,409,689-89,353-2.55%1,494,943,876Mar 31, 2024
BANK OF NOVA SCOTIA0.05%0.04%47,075-80,438-63.08%20,632,882Mar 31, 2024
NORTHERN TRUST CORP1.07%0.08%1,103,979-76,967-6.52%484,028,553Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----76,726-100.00%-Mar 31, 2024
INTECH INVESTMENT MANAGEMENT LLC0.01%0.05%7,349-67,151-90.14%3,222,094Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.02%0.02%20,976-59,729-74.01%9,198,681,000Mar 31, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC0.05%0.31%56,805-57,404-50.26%24,905,584Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
0.24%0.18%248,467248,467100.00%108,938,000Mar 31, 2024
WOODLINE PARTNERS LP0.11%0.45%111,140111,140100.00%48,728,222Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.07%0.01%67,88667,886100.00%29,763,938Mar 31, 2024
PAYDEN & RYGEL INVESTMENT GROUP0.05%1.15%55,50055,500100.00%24,333,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%0.00%52,30052,300100.00%22,930,412Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.04%0.03%40,21040,210100.00%17,630,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.04%0.00%39,80039,800100.00%17,449,912Mar 31, 2024
MEDIOLANUM INTERNATIONAL FUNDS LTD0.03%0.21%29,53829,538100.00%12,877,977Mar 31, 2024
0.03%0.13%26,18326,183100.00%11,479,675Mar 31, 2024
BTC CAPITAL MANAGEMENT, INC.0.01%0.53%13,18713,187100.00%5,781,712Mar 31, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC0.01%0.18%8,8218,821100.00%3,867,480Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.01%0.02%8,7008,700100.00%3,814,428Mar 31, 2024
K.J. HARRISON & PARTNERS INC0.01%0.54%8,0008,000100.00%3,507,520Mar 31, 2024
FIERA CAPITAL CORP0.01%0.01%7,4297,429100.00%3,257,170Mar 31, 2024
SIGNET FINANCIAL MANAGEMENT, LLC0.01%0.44%7,2467,246100.00%3,176,936Mar 31, 2024
0.01%0.10%7,0427,042100.00%3,087,494Mar 31, 2024
ENTROPY TECHNOLOGIES, LP0.01%0.33%6,9796,979100.00%3,059,873Mar 31, 2024
CINCTIVE CAPITAL MANAGEMENT LP0.01%0.13%6,2106,210100.00%2,722,712Mar 31, 2024
QUADRATURE CAPITAL LTD0.01%0.04%5,6525,652100.00%2,478,006Mar 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC0.01%0.03%5,5535,553100.00%2,434,828Mar 31, 2024
ALPINE GLOBAL MANAGEMENT, LLC0.01%0.57%5,1625,162100.00%2,263,227Mar 31, 2024
HILLTOP NATIONAL BANK0.00%0.69%4,6484,648100.00%2,037,869Mar 31, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.46%4,0054,005100.00%1,755,952Mar 31, 2024
QUANTBOT TECHNOLOGIES LP0.00%0.10%3,9073,907100.00%1,712,985Mar 31, 2024
PENSIONFUND SABIC0.00%0.46%3,5003,500100.00%1,535,000Mar 31, 2024
LECAP ASSET MANAGEMENT LTD0.00%0.31%3,4333,433100.00%1,505,165Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.00%0.00%3,2003,200100.00%1,403,008Mar 31, 2024
MAVEN SECURITIES LTD0.00%0.08%3,1883,188100.00%1,397,747Mar 31, 2024
RETIREFUL, LLC0.00%0.55%2,9902,990100.00%1,310,936Mar 31, 2024
ANFIELD CAPITAL MANAGEMENT, LLC0.00%0.61%2,8862,886100.00%1,265,338Mar 31, 2024
STEVENS CAPITAL MANAGEMENT LP0.00%0.24%2,8672,867100.00%1,257,000Mar 31, 2024
POINT72 HONG KONG LTD0.00%0.06%2,8002,800100.00%1,227,632Mar 31, 2024
SIMPLICITY WEALTH,LLC0.00%0.03%2,7372,737100.00%1,199,959Mar 31, 2024
PALOMA PARTNERS MANAGEMENT CO0.00%0.06%2,7252,725100.00%1,194,749Mar 31, 2024
LEGACY CAPITAL GROUP CALIFORNIA, INC.0.00%0.40%2,4442,444100.00%1,071,547Mar 31, 2024
OLD NORTH STATE TRUST, LLC0.00%0.84%2,2662,266100.00%994,000Mar 31, 2024
0.00%0.01%2,2022,202100.00%876,413Mar 31, 2024
WOLVERINE TRADING, LLC0.00%0.00%2,0922,092100.00%917,216Mar 31, 2024
VIRTUS ETF ADVISERS LLC0.00%0.45%1,9521,952100.00%855,835Mar 31, 2024
ADAPT WEALTH ADVISORS, LLC0.00%0.60%1,9351,935100.00%848,381Mar 31, 2024
OMNISTAR FINANCIAL GROUP, INC.0.00%0.69%1,7251,725100.00%756,675Mar 31, 2024
SPINNAKER TRUST0.00%0.05%1,6851,685100.00%738,771Mar 31, 2024
MENGIS CAPITAL MANAGEMENT, INC.0.00%0.11%1,6101,610100.00%705,888Mar 31, 2024
FIRST CITIZENS BANK & TRUST CO0.00%0.01%1,5431,543100.00%676,512Mar 31, 2024
CENTRAL PACIFIC BANK - TRUST DIVISION0.00%0.08%1,5201,520100.00%660,941Mar 31, 2024
MQS MANAGEMENT LLC0.00%0.38%1,4981,498100.00%656,783Mar 31, 2024
BUCKINGHAM STRATEGIC PARTNERS0.00%0.02%1,4771,477100.00%647,927Mar 31, 2024
SHERBROOKE PARK ADVISERS LLC0.00%0.12%1,4301,430100.00%626,969Mar 31, 2024
CREWE ADVISORS LLC0.00%0.07%1,4271,427100.00%625,654Mar 31, 2024
0.00%0.22%1,4121,412100.00%619,077Mar 31, 2024
J. W. COONS ADVISORS, LLC0.00%0.14%1,4001,400100.00%613,831Mar 31, 2024
CAPULA MANAGEMENT LTD0.00%0.01%1,3581,358100.00%595,402Mar 31, 2024
TWO SIGMA SECURITIES, LLC0.00%0.01%1,3001,300100.00%569,972Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.00%0.03%1,3001,300100.00%569,972Mar 31, 2024
PFG INVESTMENTS, LLC0.00%0.03%1,2951,295100.00%567,684Mar 31, 2024
XTX TOPCO LTD0.00%0.08%1,2741,274100.00%558,573Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.00%0.06%1,2561,256100.00%551,000Mar 31, 2024
BRYN MAWR TRUST CO0.00%0.02%1,1401,140100.00%499,683Mar 31, 2024
FOCUS FINANCIAL NETWORK, INC.0.00%0.02%1,0661,066100.00%439,759Mar 31, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.00%0.00%1,0371,037100.00%454,662Mar 31, 2024
BUSEY WEALTH MANAGEMENT0.00%0.02%1,0341,034100.00%453,345Mar 31, 2024
EMPRISE BANK0.00%0.30%1,0251,025100.00%449,401Mar 31, 2024
NOMURA HOLDINGS INC0.00%0.00%1,0001,000100.00%438,440Mar 31, 2024
MERIT FINANCIAL GROUP, LLC0.00%0.01%907907100.00%380,084Mar 31, 2024
REVISOR WEALTH MANAGEMENT LLC0.00%0.16%888888100.00%363,312Mar 31, 2024
VOYA FINANCIAL ADVISORS, INC.0.00%0.04%856856100.00%373,199Mar 31, 2024
GSA CAPITAL PARTNERS LLP0.00%0.03%841841100.00%369,000Mar 31, 2024
FOX RUN MANAGEMENT, L.L.C.0.00%0.08%840840100.00%368,290Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.00%0.00%800800100.00%350,752Mar 31, 2024
WILKINS INVESTMENT COUNSEL INC0.00%0.05%790790100.00%346,368Mar 31, 2024
SPIDERROCK ADVISORS, LLC0.00%0.01%714714100.00%302,993Mar 31, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.00%0.07%706706100.00%309,539Mar 31, 2024
TRADEWINDS, LLC.0.00%0.13%690690100.00%262,083Mar 31, 2024
CREATIVEONE WEALTH, LLC0.00%0.01%686686100.00%301,000Mar 31, 2024
FISHER ASSET MANAGEMENT, LLC0.00%0.00%673673100.00%295,319Mar 31, 2024
CATALINA CAPITAL GROUP, LLC0.00%0.12%653653100.00%286,342Mar 31, 2024
KCM INVESTMENT ADVISORS LLC0.00%0.01%645645100.00%282,794Mar 31, 2024
0.00%0.04%638638100.00%275,720Mar 31, 2024
MCRAE CAPITAL MANAGEMENT INC0.00%0.06%635635100.00%278,409Mar 31, 2024
NORDEN GROUP LLC0.00%0.02%624624100.00%273,598Mar 31, 2024
J.W. COLE ADVISORS, INC.0.00%0.01%593593100.00%260,273Mar 31, 2024
SEACREST WEALTH MANAGEMENT, LLC0.00%0.03%577577100.00%252,980Mar 31, 2024
EMPIRICAL ASSET MANAGEMENT, LLC0.00%0.12%576576100.00%252,498Mar 31, 2024
NDVR, INC.0.00%0.23%561561100.00%245,965Mar 31, 2024
BRIDGEFRONT CAPITAL, LLC0.00%0.19%557557100.00%244,211Mar 31, 2024
0.00%0.03%553553100.00%228,776Mar 31, 2024
DIVERSIFY ADVISORY SERVICES, LLC0.00%0.01%536536100.00%233,069Mar 31, 2024
AUREUS ASSET MANAGEMENT, LLC0.00%0.02%535535100.00%234,565Mar 31, 2024
PGIM CUSTOM HARVEST LLC0.00%0.01%518518100.00%227,112Mar 31, 2024
MOORS & CABOT, INC.0.00%0.01%518518100.00%227,112Mar 31, 2024
VICUS CAPITAL0.00%0.02%518518100.00%227,148Mar 31, 2024
ONEASCENT WEALTH MANAGEMENT LLC0.00%0.09%518518100.00%227,000Mar 31, 2024
WEISS ASSET MANAGEMENT LP0.00%0.01%517517100.00%226,673Mar 31, 2024
OPTIMIST RETIREMENT GROUP LLC0.00%0.12%515515100.00%225,797Mar 31, 2024
CORNERSTONE WEALTH GROUP, LLC0.00%0.02%510510100.00%223,641Mar 31, 2024
BIRCHCREEK WEALTH MANAGEMENT, LLC0.00%0.12%509509100.00%223,189Mar 31, 2024
BRYN MAWR CAPITAL MANAGEMENT, LLC0.00%0.01%507507100.00%222,151Mar 31, 2024
GILMAN HILL ASSET MANAGEMENT, LLC0.00%0.04%505505100.00%221,412Mar 31, 2024
TUDOR INVESTMENT CORP ET AL0.00%0.00%500500100.00%219,220Mar 31, 2024
OLDFATHER FINANCIAL SERVICES, LLC0.00%0.09%500500100.00%219,220Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
Aspiration Funds0.53%14,551-419-2.80%Dec 31, 2023
BOYAR VALUE FUND INC0.50%8,500--Mar 31, 2024
DIVIDEND & INCOME FUND0.41%18,000--Dec 31, 2023
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.33%247,609--Jan 31, 2024
UBS RELATIONSHIP FUNDS0.31%74,849-10,178-11.97%Jun 30, 2020
AB EQUITY INCOME FUND INC0.28%28,322--Feb 29, 2024
COPLEY FUND INC /NV/0.23%3,100--Nov 30, 2022
Vanguard Montgomery Funds0.22%8,945--Dec 31, 2023
PAX WORLD FUNDS SERIES TRUST III0.22%63,767--Dec 31, 2023
Tax-Managed Value Portfolio0.20%19,677-8,510-30.19%Jan 31, 2024
SIT MID CAP GROWTH FUND INC0.19%10,000--Dec 29, 2023
CALDWELL & ORKIN FUNDS INC0.18%2,500--Jan 31, 2024
LORD ABBETT MID CAP STOCK FUND INC0.17%51,670-2,810-5.16%Dec 31, 2023
JP MORGAN FLEMING MUTUAL FUND GROUP INC0.15%681,728-13,122-1.89%Dec 31, 2023
MFS SERIES TRUST VII0.14%23,339-203-0.86%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.14%71,049--Dec 31, 2023
LORD ABBETT AFFILIATED FUND INC0.14%196,030-34,870-15.10%Jan 31, 2024
LORD ABBETT RESEARCH FUND INC0.13%128,269-13,419-9.47%Feb 29, 2024
Thrivent ETF Trust0.13%6,481-1,447-18.25%Dec 31, 2023
Mairs & Power Funds Trust0.13%500,000--Mar 31, 2022
T. Rowe Price Financial Services Fund, Inc.0.12%80,400--Dec 31, 2023
CANTOR SELECT PORTFOLIOS TRUST0.12%24,7301,1004.66%Dec 31, 2023
AGF Investments Trust0.12%-4,158--Dec 31, 2023
QUAKER INVESTMENT TRUST0.10%1,700-3,900-69.64%Dec 31, 2023
JOHN HANCOCK INCOME SECURITIES TRUST0.09%313,000--Jan 31, 2024
TAX-MANAGED GROWTH PORTFOLIO0.09%30,879--Dec 31, 2023
SCHRODER GLOBAL SERIES TRUST0.09%181-4,870-96.42%Jan 31, 2021
Transparent Value Trust0.09%1,41767490.71%Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST II0.08%34,776-685-1.93%Jan 31, 2024
John Hancock Funds III0.07%1,219,526-87,020-6.66%Dec 31, 2023
Zacks Trust0.06%5,6452,16562.21%Feb 29, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.06%155,000--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.06%7,785,000--Dec 31, 2023
AMG FUNDS III0.05%8,302--Feb 29, 2024
World Funds Trust0.05%28,0504001.45%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.05%512,062512,0493938838.46%Dec 31, 2023
Eaton Vance Tax-Managed Buy-Write Strategy Fund0.04%457--Mar 31, 2023
AMERICAN CENTURY MUTUAL FUNDS, INC.0.04%395,000--Jan 31, 2024
JOHN HANCOCK BOND TRUST0.04%2,652,000--Feb 29, 2024
Midas Series Trust0.04%1,600--Dec 31, 2023
LORD ASSET MANAGEMENT TRUST0.04%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 FUND0.04%28,600--Dec 31, 2023
Nuveen Core Equity Alpha Fund0.03%750--Dec 31, 2023
Index Funds0.03%268-328-55.03%Dec 31, 2023
SPDR S&P 500 ETF TRUST0.03%1,256,013110,8449.68%Dec 31, 2023
MASTER ADVANTAGE SMID CAP LLC0.03%3,744-361-8.79%Dec 31, 2020
SARATOGA ADVANTAGE TRUST0.03%1,7991,7101921.35%Feb 29, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.03%69,000--Dec 31, 2023
Federated Hermes MDT Series0.03%65,211--Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.02%737,768-18,861-2.49%Dec 31, 2023
Copeland Trust0.02%1,388-508-26.79%Feb 29, 2024
Engine No. 1 ETF Trust0.02%1,458-56-3.70%Jan 31, 2024
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO0.02%3,980-112-2.74%Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.02%3,346,000--Dec 31, 2023
VANGUARD WINDSOR FUNDS0.02%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 Fund0.02%50,500--Jan 31, 2024
SELECT SECTOR SPDR TRUST0.02%661,693-12,120-1.80%Dec 31, 2023
VANGUARD INDEX FUNDS0.02%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 Fund0.02%3,579--Sep 30, 2021
T. Rowe Price Blue Chip Growth Fund, Inc.0.02%234,000--Dec 31, 2023
AB TRUST0.02%19,154--Feb 29, 2024
TrimTabs ETF Trust0.02%11,740--Jan 31, 2024
VANGUARD FENWAY FUNDS0.02%451,996-16,976-3.62%Dec 31, 2023
SIT MUTUAL FUNDS INC0.02%5,700-1,250-17.99%Dec 29, 2023
VARIABLE INSURANCE PRODUCTS FUND III0.02%144,227--Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 50.02%8,174--Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.02%1,800,0001,338,000289.61%Feb 29, 2024
Collaborative Investment Series Trust0.02%2,708--Dec 31, 2023
NUVEEN INVESTMENT TRUST0.02%6,000--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II0.01%186,658-410-0.22%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%52,18115,25441.31%Jan 31, 2024
FIRST INVESTORS EQUITY FUNDS0.01%72,00072,000-Sep 30, 2019
REYNOLDS FUNDS INC0.01%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 PORTFOLIOS0.01%4,800-2-0.04%Dec 31, 2023
DEUTSCHE DWS INVESTMENT TRUST0.01%3,634-126,893-97.22%Feb 29, 2024
BAIRD FUNDS INC0.01%13,700,000--Dec 31, 2023
LORD ABBETT SECURITIES TRUST0.01%57,645-26,119-31.18%Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.01%1,377,000--Feb 29, 2024
BRAGG CAPITAL TRUST0.01%7,000--May 31, 2023
Meeder Funds0.01%57,08213,28230.32%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%2,714--Dec 31, 2023
VANGUARD SPECIALIZED FUNDS0.01%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 FUNDS0.01%212,156-14,168-6.26%Dec 29, 2023
FIDELITY CAPITAL TRUST0.01%107,3003,9003.77%Jan 31, 2024
AQUILA FUNDS TRUST0.01%8,904--Dec 29, 2023
BlackRock Advantage SMID Cap Fund, Inc.0.01%1,701--Dec 29, 2023
Advisers Investment Trust0.01%250,000--Dec 29, 2023
MFS SERIES TRUST XI0.01%43,944-1,180-2.62%Dec 31, 2023
FPA FUNDS TRUST0.01%6,000--Feb 29, 2024
John Hancock Exchange-Traded Fund Trust0.01%51,0556891.37%Jan 31, 2024
DEUTSCHE DWS VARIABLE SERIES I0.01%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 FUNDS0.01%34,097-6,915-16.86%Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 100.01%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

DateHoldingsChange %
31 Mar, 24847-26.16%
31 Dec, 231,1476.50%
30 Sep, 231,0770.56%
30 Jun, 231,0714.18%
31 Mar, 231,0280.98%
31 Dec, 221,0189.46%
30 Sep, 22930-2.11%
30 Jun, 22950-4.43%
31 Mar, 229940.40%
31 Dec, 219906.91%
30 Sep, 219263.81%
30 Jun, 218921.25%
31 Mar, 218813.28%
31 Dec, 208539.08%
30 Sep, 207822.22%
30 Jun, 207657.14%
31 Mar, 20714-15.30%
31 Dec, 198437.94%
30 Sep, 19781-4.99%
30 Jun, 198226.75%
31 Mar, 19770-0.77%
31 Dec, 18776-1.15%
30 Sep, 18785-0.63%
30 Jun, 18790-4.01%
31 Mar, 188230.12%
31 Dec, 1782211.99%
30 Sep, 177343.09%
30 Jun, 177123.34%
31 Mar, 176891.47%
31 Dec, 166796.09%
30 Sep, 166400.31%
30 Jun, 166382.90%
31 Mar, 16620-5.78%
31 Dec, 156585.96%
30 Sep, 15621-7.86%
30 Jun, 15674-2.18%
31 Mar, 156896.16%
31 Dec, 146496.39%
30 Sep, 146100.83%
30 Jun, 14605-0.17%
31 Mar, 146062.71%
31 Dec, 1359010.49%
30 Sep, 135345.74%
30 Jun, 13505128.51%
31 Mar, 13221-0.90%
31 Dec, 1222317.37%
30 Sep, 12190-
30 Jun, 12190-0.52%
31 Mar, 1219110.40%
31 Dec, 1117310.19%
30 Sep, 11157-8.19%
30 Jun, 1117111.76%
31 Mar, 11153-
31 Dec, 1015312.50%
30 Sep, 10136-2.16%
30 Jun, 10139-0.71%
31 Mar, 1014012.90%
31 Dec, 091244.20%
30 Sep, 09119-4.03%
30 Jun, 091245.98%
31 Mar, 09117-7.87%
31 Dec, 08127-
30 Sep, 08127-5.22%
30 Jun, 081348.06%
31 Mar, 08124-6.77%
31 Dec, 0713310.83%
30 Sep, 07120-6.25%
30 Jun, 071280.79%
31 Mar, 071270.79%
31 Dec, 0612620.00%
30 Sep, 06105-1.87%
30 Jun, 06107-5.31%
31 Mar, 061134.63%
31 Dec, 05108535.29%
30 Sep, 0517-

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

DateShares OutstandingChange %
31 Mar, 2452,904,791-36.97%
31 Dec, 2383,937,0640.54%
30 Sep, 2383,484,454-1.40%
30 Jun, 2384,668,208-1.99%
31 Mar, 2386,386,563-1.61%
31 Dec, 2287,803,225-0.46%
30 Sep, 2288,208,456-1.27%
30 Jun, 2289,346,533-2.23%
31 Mar, 2291,384,173-0.07%
31 Dec, 2191,449,554-1.42%
30 Sep, 2192,770,121-1.93%
30 Jun, 2194,592,857-1.14%
31 Mar, 2195,686,207-0.66%
31 Dec, 2096,326,378-1.92%
30 Sep, 2098,212,609-3.21%
30 Jun, 20101,472,963-1.51%
31 Mar, 20103,027,500-1.93%
31 Dec, 19105,055,890-3.32%
30 Sep, 19108,658,370-1.87%
30 Jun, 19110,725,483-2.13%
31 Mar, 19113,136,213-0.73%
31 Dec, 18113,969,012-2.43%
30 Sep, 18116,810,886-3.59%
30 Jun, 18121,159,329-3.24%
31 Mar, 18125,219,658-1.40%
31 Dec, 17126,992,476-0.50%
30 Sep, 17127,629,274-0.39%
30 Jun, 17128,124,199-2.72%
31 Mar, 17131,701,344-0.69%
31 Dec, 16132,618,732-1.65%
30 Sep, 16134,838,029-2.71%
30 Jun, 16138,588,674-6.42%
31 Mar, 16148,096,2812.25%
31 Dec, 15144,839,504-11.08%
30 Sep, 15162,895,7714.65%
30 Jun, 15155,660,149-2.67%
31 Mar, 15159,927,3040.06%
31 Dec, 14159,834,108-0.78%
30 Sep, 14161,089,559-1.12%
30 Jun, 14162,920,3971.48%
31 Mar, 14160,542,003-1.05%
31 Dec, 13162,242,493-5.93%
30 Sep, 13172,474,9760.55%
30 Jun, 13171,529,675104.63%
31 Mar, 1383,824,380-72.07%
31 Dec, 12300,116,752284.92%
30 Sep, 1277,968,661-14.73%
30 Jun, 1291,437,55414.47%
31 Mar, 1279,875,663-10.56%
31 Dec, 1189,310,461-1.90%
30 Sep, 1191,036,7654.63%
30 Jun, 1187,009,813-5.02%
31 Mar, 1191,606,52713.73%
31 Dec, 1080,550,118-5.26%
30 Sep, 1085,020,480-11.00%
30 Jun, 1095,531,6146.32%
31 Mar, 1089,854,890-13.12%
31 Dec, 09103,427,761-6.20%
30 Sep, 09110,267,8961.96%
30 Jun, 09108,151,53418.06%
31 Mar, 0991,604,233-0.80%
31 Dec, 0892,347,14218.12%
30 Sep, 0878,183,99131.90%
30 Jun, 0859,274,96714.50%
31 Mar, 0851,768,1122.08%
31 Dec, 0750,711,675-1.74%
30 Sep, 0751,611,447-35.78%
30 Jun, 0780,363,008302.76%
31 Mar, 0719,953,318-72.85%
31 Dec, 0673,489,3464.84%
30 Sep, 0670,099,0209.64%
30 Jun, 0663,936,34124.40%
31 Mar, 0651,396,53714.20%
31 Dec, 0545,007,067569.80%
30 Sep, 056,719,471-

Ameriprise Financial (AMP) has 52.90M shares outstanding as of 31 Mar 24, down -36.97% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2451.12%0.78%
31 Dec, 2381.10%1.32%
30 Sep, 2378.46%1.27%
30 Jun, 2378.47%1.22%
31 Mar, 2380.06%1.15%
31 Dec, 2283.40%1.31%
30 Sep, 2279.83%1.26%
30 Jun, 2279.56%1.23%
31 Mar, 2280.37%1.26%
31 Dec, 2179.80%1.26%
30 Sep, 2179.70%1.25%
30 Jun, 2179.89%1.25%
31 Mar, 2179.87%1.32%
31 Dec, 2077.81%1.22%
30 Sep, 2079.85%1.21%
30 Jun, 2081.18%1.22%
31 Mar, 2081.51%1.33%
31 Dec, 1978.34%1.17%
30 Sep, 1981.88%1.24%
30 Jun, 1981.36%1.22%
31 Mar, 1981.51%1.33%
31 Dec, 1878.28%1.20%
30 Sep, 1880.89%1.19%
30 Jun, 1882.42%1.17%
31 Mar, 1883.76%1.18%
31 Dec, 1784.10%1.21%
30 Sep, 1783.42%1.22%
30 Jun, 1782.61%1.18%
31 Mar, 1783.62%1.31%
31 Dec, 1679.75%1.18%
30 Sep, 1682.22%1.21%
30 Jun, 1682.35%1.12%
31 Mar, 1685.80%1.28%
31 Dec, 1582.02%1.01%
30 Sep, 1590.30%1.26%
30 Jun, 1584.69%1.15%
31 Mar, 1585.84%1.19%
31 Dec, 1485.06%1.19%
30 Sep, 1484.65%1.18%
30 Jun, 1484.55%1.25%
31 Mar, 1482.12%1.29%
31 Dec, 1379.84%1.09%
30 Sep, 1385.68%1.22%
30 Jun, 1383.71%5.17%
31 Mar, 1340.22%0.21%
31 Dec, 12137.23%10.43%
30 Sep, 1236.26%2.13%
30 Jun, 1241.24%3.34%
31 Mar, 1235.14%2.28%
31 Dec, 1139.29%2.69%
30 Sep, 1138.25%3.05%
30 Jun, 1135.44%2.67%
31 Mar, 1136.41%3.55%
31 Dec, 1032.02%2.89%
30 Sep, 1033.30%2.49%
30 Jun, 1036.59%3.08%
31 Mar, 1034.45%1.89%
31 Dec, 0942.70%2.35%
30 Sep, 0942.62%1.80%
30 Jun, 0948.65%2.87%
31 Mar, 0941.21%2.39%
31 Dec, 0841.54%3.26%
30 Sep, 0835.68%5.06%
30 Jun, 0826.56%5.17%
31 Mar, 0822.67%4.92%
31 Dec, 0721.47%4.47%
30 Sep, 0721.93%1.91%
30 Jun, 0733.85%49.26%
31 Mar, 078.29%0.93%
31 Dec, 0629.81%3.63%
30 Sep, 0628.67%4.25%
30 Jun, 0625.96%6.26%
31 Mar, 0620.37%6.40%
31 Dec, 0517.84%239.09%
30 Sep, 052.73%-

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

DateIncreased PositionsChange %
31 Mar, 24378-23.01%
31 Dec, 2349115.26%
30 Sep, 23426-2.74%
30 Jun, 23438-1.13%
31 Mar, 23443-5.34%
31 Dec, 2246825.81%
30 Sep, 22372-6.30%
30 Jun, 22397-6.37%
31 Mar, 22424-8.23%
31 Dec, 2146220.63%
30 Sep, 2138310.06%
30 Jun, 21348-7.20%
31 Mar, 213752.46%
31 Dec, 2036621.59%
30 Sep, 20301-7.95%
30 Jun, 2032712.76%
31 Mar, 20290-19.22%
31 Dec, 1935915.43%
30 Sep, 19311-15.95%
30 Jun, 1937013.15%
31 Mar, 193274.14%
31 Dec, 183140.32%
30 Sep, 18313-2.80%
30 Jun, 18322-4.45%
31 Mar, 18337-11.55%
31 Dec, 1738127.85%
30 Sep, 17298-4.18%
30 Jun, 173115.07%
31 Mar, 172960.68%
31 Dec, 1629424.58%
30 Sep, 16236-16.90%
30 Jun, 162842.16%
31 Mar, 162788.59%
31 Dec, 15256-3.40%
30 Sep, 15265-9.86%
30 Jun, 15294-3.92%
31 Mar, 1530620.00%
31 Dec, 142555.81%
30 Sep, 14241-5.86%
30 Jun, 142564.92%
31 Mar, 14244-1.21%
31 Dec, 1324714.88%
30 Sep, 13215-41.26%
30 Jun, 13366281.25%
31 Mar, 1396-17.24%
31 Dec, 1211646.84%
30 Sep, 1279-15.05%
30 Jun, 1293-7.00%
31 Mar, 1210019.05%
31 Dec, 11842.44%
30 Sep, 1182-12.77%
30 Jun, 119425.33%
31 Mar, 1175-11.76%
31 Dec, 108518.06%
30 Sep, 1072-13.25%
30 Jun, 108318.57%
31 Mar, 1070-1.41%
31 Dec, 097118.33%
30 Sep, 0960-24.05%
30 Jun, 097919.70%
31 Mar, 0966-5.71%
31 Dec, 08701.45%
30 Sep, 0869-8.00%
30 Jun, 087531.58%
31 Mar, 0857-24.00%
31 Dec, 077531.58%
30 Sep, 0757-3.39%
30 Jun, 0759-
31 Mar, 0759-10.61%
31 Dec, 066624.53%
30 Sep, 0653-1.85%
30 Jun, 0654-8.47%
31 Mar, 0659-43.27%
31 Dec, 05104511.76%
30 Sep, 0517-

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

DateReduced PositionsChange %
31 Mar, 24264-38.60%
31 Dec, 2343011.98%
30 Sep, 23384-5.19%
30 Jun, 234056.02%
31 Mar, 2338213.02%
31 Dec, 22338-4.79%
30 Sep, 22355-0.28%
30 Jun, 223560.28%
31 Mar, 223559.91%
31 Dec, 21323-1.22%
30 Sep, 21327-4.66%
30 Jun, 213431.78%
31 Mar, 213376.98%
31 Dec, 203159.00%
30 Sep, 202890.70%
30 Jun, 202871.77%
31 Mar, 20282-11.04%
31 Dec, 1931713.62%
30 Sep, 19279-0.71%
30 Jun, 192814.07%
31 Mar, 19270-9.40%
31 Dec, 182987.58%
30 Sep, 18277-
30 Jun, 18277-7.36%
31 Mar, 1829911.15%
31 Dec, 172690.75%
30 Sep, 172679.88%
30 Jun, 17243-6.54%
31 Mar, 17260-1.89%
31 Dec, 16265-3.28%
30 Sep, 1627414.64%
30 Jun, 162390.84%
31 Mar, 16237-15.36%
31 Dec, 1528018.14%
30 Sep, 15237-8.49%
30 Jun, 152594.44%
31 Mar, 15248-4.25%
31 Dec, 142599.28%
30 Sep, 142378.22%
30 Jun, 14219-9.13%
31 Mar, 142410.42%
31 Dec, 1324015.94%
30 Sep, 1320799.04%
30 Jun, 1310410.64%
31 Mar, 139420.51%
31 Dec, 1278-7.14%
30 Sep, 128418.31%
30 Jun, 1271-1.39%
31 Mar, 1272-2.70%
31 Dec, 117434.55%
30 Sep, 1155-3.51%
30 Jun, 1157-8.06%
31 Mar, 116221.57%
31 Dec, 105110.87%
30 Sep, 104612.20%
30 Jun, 1041-18.00%
31 Mar, 105051.52%
31 Dec, 0933-17.50%
30 Sep, 094042.86%
30 Jun, 0928-15.15%
31 Mar, 0933-15.38%
31 Dec, 083911.43%
30 Sep, 08356.06%
30 Jun, 0833-32.65%
31 Mar, 084936.11%
31 Dec, 0736-12.20%
30 Sep, 0741-4.65%
30 Jun, 0743-6.52%
31 Mar, 074621.05%
31 Dec, 06388.57%
30 Sep, 0635-20.45%
30 Jun, 0644-2.22%
31 Mar, 06452150.00%
31 Dec, 052-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24847-26.16%52,904,791-36.97%51.12%0.78%378-23.01%264-38.60%
31 Dec, 231,1476.50%83,937,0640.54%81.10%1.32%49115.26%43011.98%
30 Sep, 231,0770.56%83,484,454-1.40%78.46%1.27%426-2.74%384-5.19%
30 Jun, 231,0714.18%84,668,208-1.99%78.47%1.22%438-1.13%4056.02%
31 Mar, 231,0280.98%86,386,563-1.61%80.06%1.15%443-5.34%38213.02%
31 Dec, 221,0189.46%87,803,225-0.46%83.40%1.31%46825.81%338-4.79%
30 Sep, 22930-2.11%88,208,456-1.27%79.83%1.26%372-6.30%355-0.28%
30 Jun, 22950-4.43%89,346,533-2.23%79.56%1.23%397-6.37%3560.28%
31 Mar, 229940.40%91,384,173-0.07%80.37%1.26%424-8.23%3559.91%
31 Dec, 219906.91%91,449,554-1.42%79.80%1.26%46220.63%323-1.22%
30 Sep, 219263.81%92,770,121-1.93%79.70%1.25%38310.06%327-4.66%
30 Jun, 218921.25%94,592,857-1.14%79.89%1.25%348-7.20%3431.78%
31 Mar, 218813.28%95,686,207-0.66%79.87%1.32%3752.46%3376.98%
31 Dec, 208539.08%96,326,378-1.92%77.81%1.22%36621.59%3159.00%
30 Sep, 207822.22%98,212,609-3.21%79.85%1.21%301-7.95%2890.70%
30 Jun, 207657.14%101,472,963-1.51%81.18%1.22%32712.76%2871.77%
31 Mar, 20714-15.30%103,027,500-1.93%81.51%1.33%290-19.22%282-11.04%
31 Dec, 198437.94%105,055,890-3.32%78.34%1.17%35915.43%31713.62%
30 Sep, 19781-4.99%108,658,370-1.87%81.88%1.24%311-15.95%279-0.71%
30 Jun, 198226.75%110,725,483-2.13%81.36%1.22%37013.15%2814.07%
31 Mar, 19770-0.77%113,136,213-0.73%81.51%1.33%3274.14%270-9.40%
31 Dec, 18776-1.15%113,969,012-2.43%78.28%1.20%3140.32%2987.58%
30 Sep, 18785-0.63%116,810,886-3.59%80.89%1.19%313-2.80%277-
30 Jun, 18790-4.01%121,159,329-3.24%82.42%1.17%322-4.45%277-7.36%
31 Mar, 188230.12%125,219,658-1.40%83.76%1.18%337-11.55%29911.15%
31 Dec, 1782211.99%126,992,476-0.50%84.10%1.21%38127.85%2690.75%
30 Sep, 177343.09%127,629,274-0.39%83.42%1.22%298-4.18%2679.88%
30 Jun, 177123.34%128,124,199-2.72%82.61%1.18%3115.07%243-6.54%
31 Mar, 176891.47%131,701,344-0.69%83.62%1.31%2960.68%260-1.89%
31 Dec, 166796.09%132,618,732-1.65%79.75%1.18%29424.58%265-3.28%
30 Sep, 166400.31%134,838,029-2.71%82.22%1.21%236-16.90%27414.64%
30 Jun, 166382.90%138,588,674-6.42%82.35%1.12%2842.16%2390.84%
31 Mar, 16620-5.78%148,096,2812.25%85.80%1.28%2788.59%237-15.36%
31 Dec, 156585.96%144,839,504-11.08%82.02%1.01%256-3.40%28018.14%
30 Sep, 15621-7.86%162,895,7714.65%90.30%1.26%265-9.86%237-8.49%
30 Jun, 15674-2.18%155,660,149-2.67%84.69%1.15%294-3.92%2594.44%
31 Mar, 156896.16%159,927,3040.06%85.84%1.19%30620.00%248-4.25%
31 Dec, 146496.39%159,834,108-0.78%85.06%1.19%2555.81%2599.28%
30 Sep, 146100.83%161,089,559-1.12%84.65%1.18%241-5.86%2378.22%
30 Jun, 14605-0.17%162,920,3971.48%84.55%1.25%2564.92%219-9.13%
31 Mar, 146062.71%160,542,003-1.05%82.12%1.29%244-1.21%2410.42%
31 Dec, 1359010.49%162,242,493-5.93%79.84%1.09%24714.88%24015.94%
30 Sep, 135345.74%172,474,9760.55%85.68%1.22%215-41.26%20799.04%
30 Jun, 13505128.51%171,529,675104.63%83.71%5.17%366281.25%10410.64%
31 Mar, 13221-0.90%83,824,380-72.07%40.22%0.21%96-17.24%9420.51%
31 Dec, 1222317.37%300,116,752284.92%137.23%10.43%11646.84%78-7.14%
30 Sep, 12190-77,968,661-14.73%36.26%2.13%79-15.05%8418.31%
30 Jun, 12190-0.52%91,437,55414.47%41.24%3.34%93-7.00%71-1.39%
31 Mar, 1219110.40%79,875,663-10.56%35.14%2.28%10019.05%72-2.70%
31 Dec, 1117310.19%89,310,461-1.90%39.29%2.69%842.44%7434.55%
30 Sep, 11157-8.19%91,036,7654.63%38.25%3.05%82-12.77%55-3.51%
30 Jun, 1117111.76%87,009,813-5.02%35.44%2.67%9425.33%57-8.06%
31 Mar, 11153-91,606,52713.73%36.41%3.55%75-11.76%6221.57%
31 Dec, 1015312.50%80,550,118-5.26%32.02%2.89%8518.06%5110.87%
30 Sep, 10136-2.16%85,020,480-11.00%33.30%2.49%72-13.25%4612.20%
30 Jun, 10139-0.71%95,531,6146.32%36.59%3.08%8318.57%41-18.00%
31 Mar, 1014012.90%89,854,890-13.12%34.45%1.89%70-1.41%5051.52%
31 Dec, 091244.20%103,427,761-6.20%42.70%2.35%7118.33%33-17.50%
30 Sep, 09119-4.03%110,267,8961.96%42.62%1.80%60-24.05%4042.86%
30 Jun, 091245.98%108,151,53418.06%48.65%2.87%7919.70%28-15.15%
31 Mar, 09117-7.87%91,604,233-0.80%41.21%2.39%66-5.71%33-15.38%
31 Dec, 08127-92,347,14218.12%41.54%3.26%701.45%3911.43%
30 Sep, 08127-5.22%78,183,99131.90%35.68%5.06%69-8.00%356.06%
30 Jun, 081348.06%59,274,96714.50%26.56%5.17%7531.58%33-32.65%
31 Mar, 08124-6.77%51,768,1122.08%22.67%4.92%57-24.00%4936.11%
31 Dec, 0713310.83%50,711,675-1.74%21.47%4.47%7531.58%36-12.20%
30 Sep, 07120-6.25%51,611,447-35.78%21.93%1.91%57-3.39%41-4.65%
30 Jun, 071280.79%80,363,008302.76%33.85%49.26%59-43-6.52%
31 Mar, 071270.79%19,953,318-72.85%8.29%0.93%59-10.61%4621.05%
31 Dec, 0612620.00%73,489,3464.84%29.81%3.63%6624.53%388.57%
30 Sep, 06105-1.87%70,099,0209.64%28.67%4.25%53-1.85%35-20.45%
30 Jun, 06107-5.31%63,936,34124.40%25.96%6.26%54-8.47%44-2.22%
31 Mar, 061134.63%51,396,53714.20%20.37%6.40%59-43.27%452150.00%
31 Dec, 05108535.29%45,007,067569.80%17.84%239.09%104511.76%2-
30 Sep, 0517-6,719,471-2.73%-17---

Ameriprise Financial Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 29, 2024Alvero Gumerofficer PRESIDENT-INSURANCE&ANNUITIESS-SaleSell1,652$437.00$721.93K6,994
Mar 28, 2024Brockman Dawn M.officer SVP AND CONTROLLERS-SaleSell224$434.13$97.24K1,288
Mar 01, 2024TRUSCOTT WILLIAM Fofficer CEO, GLOBAL ASSET MANAGEMENTS-SaleSell8,000$412.05$3.30M13,134

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 29, 2024Alvero Gumerofficer PRESIDENT-INSURANCE&ANNUITIESF-InKindSell2,583$436.23$1.13M8,646
Mar 29, 2024Alvero Gumerofficer PRESIDENT-INSURANCE&ANNUITIESS-SaleSell1,652$437.00$721.93K6,994
Mar 29, 2024Alvero Gumerofficer PRESIDENT-INSURANCE&ANNUITIESM-ExemptSell4,235$123.37$522.47K-
Mar 28, 2024Brockman Dawn M.officer SVP AND CONTROLLERF-InKindSell237$433.49$102.74K1,512
Mar 28, 2024Brockman Dawn M.officer SVP AND CONTROLLERS-SaleSell224$434.13$97.24K1,288
Mar 28, 2024Brockman Dawn M.officer SVP AND CONTROLLERM-ExemptSell461$128.76$59.36K-
Mar 01, 2024TRUSCOTT WILLIAM Fofficer CEO, GLOBAL ASSET MANAGEMENTS-SaleSell8,000$412.05$3.30M13,134
Feb 28, 2024Smyth Gerard P.officer EVP TECHNOLOGY AND CIOF-InKindSell4,371$408.71$1.79M8,227

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 26, 2024WALTER W EDWARDdirector-A-AwardBuy460--6,194
Apr 26, 2024Shea Brian Tdirector-A-AwardBuy460--4,845
Apr 26, 2024Pimentel Armando Jrdirector-A-AwardBuy460--1,500
Apr 26, 2024DiGeso Amydirector-A-AwardBuy460--11,922
Apr 26, 2024NEAL BLIXT DIANNEdirector-A-AwardBuy460--11,922
Apr 26, 2024WILLIAMS CHRISTOPHER Jdirector-A-AwardBuy460--8,593
Apr 26, 2024WILLIAMS CHRISTOPHER Jdirector-A-AwardBuy75--3,401
Apr 26, 2024Sharpe Robert Francis JRdirector-A-AwardBuy460--38,215
Mar 29, 2024Alvero Gumerofficer PRESIDENT-INSURANCE&ANNUITIESM-ExemptBuy4,235$123.37$522.47K11,229
Mar 29, 2024Alvero Gumerofficer PRESIDENT-INSURANCE&ANNUITIESF-InKindSell2,583$436.23$1.13M8,646
Mar 29, 2024Alvero Gumerofficer PRESIDENT-INSURANCE&ANNUITIESS-SaleSell1,652$437.00$721.93K6,994
Mar 29, 2024Alvero Gumerofficer PRESIDENT-INSURANCE&ANNUITIESM-ExemptSell4,235$123.37$522.47K-
Mar 28, 2024Brockman Dawn M.officer SVP AND CONTROLLERM-ExemptBuy461$128.76$59.36K1,749
Mar 28, 2024Brockman Dawn M.officer SVP AND CONTROLLERF-InKindSell237$433.49$102.74K1,512
Mar 28, 2024Brockman Dawn M.officer SVP AND CONTROLLERS-SaleSell224$434.13$97.24K1,288
Mar 28, 2024Brockman Dawn M.officer SVP AND CONTROLLERM-ExemptSell461$128.76$59.36K-
Mar 01, 2024TRUSCOTT WILLIAM Fofficer CEO, GLOBAL ASSET MANAGEMENTS-SaleSell8,000$412.05$3.30M13,134
Feb 28, 2024Smyth Gerard P.officer EVP TECHNOLOGY AND CIOM-ExemptBuy3,433$126.89$435.61K12,598
Feb 28, 2024Smyth Gerard P.officer EVP TECHNOLOGY AND CIOM-ExemptBuy3,199$179.84$575.31K9,165
Feb 28, 2024Smyth Gerard P.officer EVP TECHNOLOGY AND CIOF-InKindSell4,371$408.71$1.79M8,227

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

DateBuySellBuy/Sell Ratio
Q1 20311--
Q2 20248--
Q1 2024386558.46%
Q4 202341428.57%
Q3 202371643.75%
Q2 202382400.00%
Q1 2023344280.95%
Q4 202271741.18%
Q3 202221118.18%
Q2 20221010100.00%
Q1 2022325855.17%
Q4 202171838.89%
Q3 202161540.00%
Q2 2021118137.50%
Q1 2021406165.57%
Q4 202093426.47%
Q3 202051827.78%
Q2 202092450.00%
Q1 2020385865.52%
Q4 20192922.22%

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

DateBuySellBuy/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


TickerCompany
STTState Street Corporation
NTRSNorthern Trust Corporation
AMKAssetMark Financial Holdings, Inc.
IVZInvesco Ltd.
SEICSEI Investments Company
ARCCAres Capital Corporation
APOApollo Global Management, Inc.
BBUCBrookfield Business Corporation
BKThe Bank of New York Mellon Corporation
JHGJanus Henderson Group plc
PFGPrincipal Financial Group, Inc.
BENFranklin Resources, Inc.
OWLBlue Owl Capital Inc.
AMGAffiliated Managers Group, Inc.
TROWT. Rowe Price Group, Inc.
KKRKKR & Co. Inc.

AMP Ownership FAQ


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).

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.

As of Mar 2024, there are 847 institutional shareholders of Ameriprise Financial.

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).

As of Mar 2024, BLACKROCK INC holds 8.58M shares of Ameriprise Financial (AMP), compromising 8.29% of the company, valued at $3.76B.

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).