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Get Institutions for : 
Ameriprise Financial Inc (AMP)  
$418.95 2.47 (0.59%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1108    7
Total shares held : 
83,771,083  
% of shares held : 
71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -72  
Amount of shares held : 
518,589  
% of shares held change : 
  0.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$325.86  
Last Quarter's Ending Price : 
$379.83  
Last Quarter's Average Price
$342.90  
Change from last quarter's     
avg. price to the last closing  : 
76.05 (22.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
81
 1,517,253
 1.81%
 
Increased Positions :
345
 3,413,138
 4.07%
 
Unchanged Positions :
258
 736,239
 0.88%
 
Decreased Positions :
424
-3,684,727
-4.4%
 
Closed Positions :
74
-727,075
-0.87%
 
Guru Positions :
4
18,535
 0.02%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   NORGES BANK 213 *New 2023-12-31 1,354,655 $514,539,000 1,354,655
   PAYDENFUNDS 5 *New 2023-09-30 86,090 $28,382,000 86,090
   MEEDER ASSET MANAGEMENT INC *New 2023-12-31 43,800 $16,637,000 43,800
   TWO SIGMA INVESTMENTS LLC 532 *New 2023-12-31 30,671 $11,650,000 30,671
   K.J. HARRISON & PARTNERS INC 54 *New 2024-03-31 8,000 $3,508,000 8,000
   NORDEN GROUP LLC 318 *New 2024-03-31 7,500 $3,288,000 7,500
   Krasney Financial LLC 77 *New 2024-03-31 7,246 $3,177,000 7,246
   KEMPEN CAPITAL MANAGEMENT N.V. 177 *New 2023-12-31 6,593 $2,504,000 6,593
   WALLEYE TRADING LLC 358 *New 2023-12-31 6,411 $2,435,000 6,411
   Jump Financial LLC 320 *New 2023-12-31 6,165 $2,342,000 6,165
   Varma Mutual Pension Insurance Co 252 *New 2023-12-31 6,100 $2,317,000 6,100
   LECAP ASSET MANAGEMENT LTD 129 *New 2024-03-31 3,433 $1,505,000 3,433
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 220 *New 2024-03-31 3,108 $1,363,000 3,108
   Holocene Advisors LP 585 *New 2023-12-31 3,540 $1,345,000 3,540
   Retireful LLC 63 *New 2024-03-31 2,990 $1,311,000 2,990
   RSM US WEALTH MANAGEMENT LLC 227 *New 2023-12-31 3,436 $1,305,000 3,436
   DUALITY ADVISERS LP 273 *New 2023-12-31 3,194 $1,213,000 3,194
   Simplicity WealthLLC 469 *New 2024-03-31 2,737 $1,200,000 2,737
   CHASE INVESTMENT COUNSEL CORP 64 *New 2023-12-31 2,600 $987,000 2,600
   NOMURA HOLDINGS INC 595 *New 2023-12-31 2,040 $775,000 2,040
   OmniStar Financial Group Inc. 46 *New 2024-03-31 1,725 $757,000 1,725
   COLONY GROUP, LLC 510 *New 2023-12-31 1,905 $724,000 1,905
   FIRST CITIZENS BANK & TRUST CO 279 *New 2024-03-31 1,543 $677,000 1,543
   LAKE STREET ADVISORS GROUP LLC 175 *New 2023-12-31 1,552 $590,000 1,552
   PFG Investments LLC 482 *New 2024-03-31 1,295 $568,000 1,295
   Searle & Co. 97 *New 2023-12-31 1,469 $558,000 1,469
   Lebenthal Global Advisors LLC 105 *New 2023-12-31 1,440 $547,000 1,440
   ALLSTATE INVESTMENT MANAGEMENT CO 480 *New 2022-12-31 1,709 $532,000 1,709
   Team Hewins LLC 150 *New 2023-12-31 1,380 $524,000 1,380
   CIPHER CAPITAL LP 208 *New 2023-12-31 1,315 $499,000 1,315
   CSS LLC/IL 255 *New 2023-12-31 1,000 $380,000 1,000
   Revisor Wealth Management LLC 146 *New 2024-03-31 888 $363,000 888
   Prime Capital Investment Advisors LLC *New 2023-12-31 935 $355,000 935
   Kula Investments LLC 446 *New 2023-03-31 1,026 $314,000 1,026
   Machina Capital S.A.S. 190 *New 2023-12-31 791 $300,000 791
   MCRAE CAPITAL MANAGEMENT INC 83 *New 2024-03-31 635 $278,000 635
   SeaCrest Wealth Management LLC 499 *New 2024-03-31 577 $253,000 577
   TORON CAPITAL MARKETS INC. 265 *New 2023-12-31 648 $246,000 648
   Heritage Investment Group Inc. 86 *New 2023-12-31 645 $245,000 645
   River Wealth Advisors LLC 186 *New 2023-12-31 637 $242,000 637
   Proficio Capital Partners LLC 265 *New 2023-12-31 637 $242,000 637
   Ameritas Advisory Services LLC 618 *New 2023-12-31 620 $242,000 620
   SPC FINANCIAL, INC. 205 *New 2023-12-31 628 $239,000 628
   HARBOUR INVESTMENT MANAGEMENT LLC 73 *New 2023-12-31 600 $228,000 600
   OneAscent Wealth Management LLC 156 *New 2024-03-31 518 $227,000 518
   PFG FINANCIAL ADVISORS 249 *New 2024-03-31 518 $227,000 518
   Cornerstone Wealth Group LLC 219 *New 2024-03-31 510 $224,000 510
   SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 125 *New 2023-12-31 585 $222,000 585
   NICOLET ADVISORY SERVICES LLC 295 *New 2023-12-31 579 $221,000 579
   GILMAN HILL ASSET MANAGEMENT, LLC 196 *New 2024-03-31 505 $221,000 505
   Oldfather Financial Services LLC 67 *New 2024-03-31 500 $219,000 500
   Rehmann Capital Advisory Group 517 *New 2023-12-31 574 $218,000 574
   SEAWARD MANAGEMENT CORP *New 2023-12-31 570 $217,000 570
   YHB INVESTMENT ADVISORS, INC. 261 *New 2024-03-31 488 $214,000 488
   Wealthstream Advisors Inc. 133 *New 2023-12-31 562 $213,000 562
   NICHOLS & PRATT ADVISERS LLP /MA 101 *New 2023-12-31 560 $213,000 560
   Narus Financial Partners LLC 135 *New 2024-03-31 479 $210,000 479
   CONFLUENCE INVESTMENT MANAGEMENT LLC 275 *New 2024-03-31 480 $210,000 480
   Wealthstar Advisors LLC 121 *New 2024-03-31 479 $210,000 479
   Dechtman Wealth Management LLC 63 *New 2024-03-31 474 $208,000 474
   Symmetry Investments LP 150 *New 2023-12-31 544 $207,000 544
   Perennial Investment Advisors LLC 300 *New 2023-12-31 544 $207,000 544
   FOUNDERS FINANCIAL SECURITIES LLC 366 *New 2024-03-31 470 $206,000 470
   ADVISORS CAPITAL MANAGEMENT LLC 444 *New 2023-12-31 538 $205,000 538
   Revolve Wealth Partners LLC 179 *New 2024-03-31 465 $204,000 465
   YorkBridge Wealth Partners LLC 249 *New 2022-12-31 650 $202,000 650
   Bickling Financial Services Inc. 115 *New 2022-12-31 649 $202,000 649
   HARDESTY CAPITAL MANAGEMENT CORP 120 *New 2023-12-31 530 $201,000 530
   GeoWealth Management LLC 519 *New 2023-12-31 471 $179,000 471
   MCMILLION CAPITAL MANAGEMENT INC 81 *New 2023-06-30 246 $82,000 246
   EdgeRock Capital LLC 101 *New 2023-12-31 154 $60,000 154
   WESTEND CAPITAL MANAGEMENT LLC 68 *New 2024-03-31 129 $57,000 129
   PACIFIC CAPITAL WEALTH ADVISORS INC 131 *New 2023-12-31 135 $51,000 135
   Providence Capital Advisors LLC 180 *New 2023-12-31 100 $38,000 100
   Sound Income Strategies LLC 497 *New 2024-03-31 73 $32,000 73
   REDMONT WEALTH ADVISORS LLC 124 *New 2024-03-31 65 $28,000 65
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 425 *New 2023-12-31 60 $23,000 60
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 167 *New 2022-12-31 70 $22,000 70
   First Capital Advisors Group LLC. 442 *New 2023-06-30 53 $18,000 53
   MA GREENWOOD & ASSOCIATES INC 206 *New 2023-12-31 45 $17,000 45
   Rise Advisors LLC 801 *New 2024-03-31 37 $16,000 37
   RFP Financial Group LLC 374 *New 2023-12-31 28 $11,000 28
   FSA Wealth Management LLC 305 *New 2023-12-31 30 $11,000 30
   Scarborough Advisors LLC 379 *New 2023-12-31 27 $10,000 27
   Dunhill Financial LLC 304 *New 2023-12-31 14 $5,000 14
   First Command Financial Services Inc. 368 *New 2023-06-30 12 $4,000 12
   First Command Bank 367 *New 2023-06-30 12 $4,000 12
   CHILTON CAPITAL MANAGEMENT LLC 549 *New 2023-12-31 4 $2,000 4
   Kapitalo Investimentos Ltda 520 *New 2023-12-31 4 $2,000 4
   Compagnie Lombard Odier SCA 690 *New 2023-12-31 0 $0 0

  90 Records found
  1    
  Page 1 of 1
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