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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   National Pension Service 237 - 2023-12-31 138,658 $52,666,000 0
   VIRGINIA RETIREMENT SYSTEMS ET AL 87 - 2023-09-30 101,928 $33,604,000 0
   Philo Smith Capital Corp 10 - 2024-03-31 55,700 $24,421,000 0
   COHEN KLINGENSTEIN, LLC 27 - 2024-03-31 38,623 $16,934,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 59 - 2024-03-31 33,953 $14,886,000 0
   CAPITAL WORLD INVESTORS 458 - 2023-12-31 34,676 $13,171,000 0
   PGGM INVESTMENTS 117 - 2023-12-31 27,417 $10,414,000 0
   STRS OHIO 415 - 2023-12-31 18,000 $6,836,000 0
   KLINGENSTEIN FIELDS & CO LLC 71 - 2023-12-31 17,859 $6,783,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 62 - 2024-03-31 11,711 $5,134,000 0
   RED CEDAR INVESTMENT MANAGEMENT LLC 26 - 2024-03-31 10,522 $4,613,000 0
   Railway Pension Investments Ltd 187 - 2023-12-31 12,100 $4,596,000 0
   AMERICAN ASSETS INVESTMENT MANAGEMENT LLC 72 - 2023-12-31 11,250 $4,273,000 0
   Illinois Municipal Retirement Fund 315 - 2023-12-31 10,521 $3,996,000 0
   REGENT INVESTMENT MANAGEMENT LLC 28 - 2022-12-31 10,713 $3,336,000 0
   TOWER BRIDGE ADVISORS 85 - 2023-12-31 8,139 $3,091,000 0
   Radnor Capital Management LLC 44 - 2024-03-31 6,642 $2,912,000 0
   NorthCrest Asset Manangement LLC 175 - 2024-03-31 6,330 $2,775,000 0
   BRIGGS ADVISORY GROUP INC. 14 - 2023-09-30 8,009 $2,640,000 0
   AVIANCE CAPITAL PARTNERS, LLC 57 - 2024-03-31 6,000 $2,631,000 0
   BRIDGEWAY CAPITAL MANAGEMENT INC 519 - 2023-12-31 6,540 $2,484,000 0
   Symmetry Partner LLC 75 - 2024-03-31 5,495 $2,409,000 0
   17 CAPITAL PARTNERS LLC 8 - 2024-03-31 5,470 $2,398,000 0
   FAMILY MANAGEMENT CORP 49 - 2023-12-31 6,176 $2,346,000 0
   Leisure Capital Management 23 - 2023-12-31 5,355 $2,034,000 0
   Impax Asset Management Group plc - 2023-12-31 4,629 $1,758,000 0
   V-Square Quantitative Management LLC 61 - 2024-03-31 3,914 $1,716,000 0
   Ramirez Asset Management Inc. 96 - 2023-12-31 4,197 $1,594,000 0
   STEWART & PATTEN CO LLC 37 - 2024-03-31 3,503 $1,536,000 0
   PRESCOTT GROUP CAPITAL MANAGEMENT LLC 108 - 2023-12-31 4,000 $1,519,000 0
   BANK PICTET & CIE (ASIA) LTD 56 - 2023-12-31 3,957 $1,503,000 0
   Riverview Trust Co 16 - 2024-03-31 3,384 $1,484,000 0
   Covenant Partners LLC 25 - 2023-12-31 3,882 $1,475,000 0
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 72 - 2022-12-31 4,600 $1,432,000 0
   ESTATE COUNSELORS, LLC - 2023-12-31 3,710 $1,409,000 0
   THOMAS WHITE INTERNATIONAL LTD 102 - 2023-06-30 4,242 $1,409,000 0
   COURIER CAPITAL CORP 169 - 2024-03-31 3,090 $1,355,000 0
   PRING TURNER CAPITAL GROUP INC 31 - 2023-12-31 3,176 $1,206,000 0
   M. Kulyk & Associates LLC 58 - 2023-12-31 2,874 $1,092,000 0
   Marks Group Wealth Management Inc 161 - 2023-12-31 2,858 $1,086,000 0
   Qtron Investments LLC 143 - 2023-12-31 2,795 $1,062,000 0
   HM PAYSON & CO 199 - 2023-12-31 2,751 $1,045,000 0
   Gator Capital Management LLC 37 - 2023-12-31 2,600 $988,000 0
   FAYEZ SAROFIM & CO 164 - 2023-12-31 2,470 $980,000 0
   Brendel Financial Advisors LLC 44 - 2023-12-31 2,534 $962,000 0
   PRIVATE ASSET MANAGEMENT INC 66 - 2023-09-30 2,850 $940,000 0
   Vectors Research Management LLC 78 - 2023-12-31 2,480 $938,000 0
   GOFEN & GLOSSBERG LLC /IL/ 243 - 2022-12-31 2,987 $930,000 0
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 76 - 2024-03-31 2,095 $919,000 0
   ERn Financial LLC 106 - 2024-03-31 1,771 $777,000 0
   Howard Capital Management Group LLC 68 - 2024-03-31 1,609 $705,000 0
   DODGE & COX -- Notable Guru -- 172 - 2023-12-31 1,827 $694,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 726 - 2023-12-31 1,800 $684,000 0
   Vishria Bird Financial Group LLC 36 - 2024-03-31 1,545 $677,000 0
   ARMSTRONG SHAW ASSOCIATES INC/CT 25 - 2023-09-30 2,020 $666,000 0
   RATHBONE BROTHERS PLC 358 - 2023-12-31 1,747 $664,000 0
   BOSTON FINANCIAL MANGEMENT INC /MA 220 - 2023-12-31 1,745 $663,000 0
   SPINNAKER TRUST 168 - 2023-12-31 1,685 $640,000 0
   ANCORA ADVISORS, LLC 444 - 2023-12-31 1,603 $609,000 0
   FRONT BARNETT ASSOCIATES LLC 75 - 2023-09-30 1,762 $581,000 0
   GABELLI FUNDS LLC 830 - 2023-12-31 1,500 $570,000 0
   COASTLINE TRUST CO 166 - 2024-03-31 1,300 $570,000 0
   BECKER CAPITAL MANAGEMENT INC 191 - 2023-12-31 1,468 $558,000 0
   PBWM Holdings LLC 68 - 2023-03-31 1,800 $552,000 0
   Forum Financial Management LP 267 - 2023-12-31 1,446 $549,000 0
   Pointe Capital Management LLC 71 - 2023-12-31 1,412 $536,000 0
   LYELL WEALTH MANAGEMENT LP 128 - 2023-12-31 1,404 $533,000 0
   NORTHCAPE WEALTH MANAGEMENT LLC 94 - 2023-12-31 1,317 $500,000 0
   Valtinson Bruner Financial Planning LLC 75 - 2023-12-31 1,308 $497,000 0
   GROVE CREEK ASSET MANAGEMENT 96 - 2023-12-31 1,300 $494,000 0
   Burt Wealth Advisors 66 - 2024-03-31 1,111 $487,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 311 - 2024-03-31 1,277 $485,000 0
   Aurora Private Wealth Inc. 68 - 2024-03-31 1,091 $474,000 0
   Traverso Chambers Private Wealth Management LLC 78 - 2023-12-31 1,242 $472,000 0
   Portman Square Capital LLP 47 - 2024-03-31 1,071 $470,000 0
   EVERETT HARRIS & CO /CA/ 187 - 2024-03-31 1,072 $470,000 0
   Trust Asset Management LLC 133 - 2023-12-31 1,230 $467,000 0
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 152 - 2023-12-31 1,220 $463,000 0
   WEIL COMPANY INC 84 - 2023-12-31 1,200 $456,000 0
   ENZI WEALTH 33 - 2024-03-31 1,110 $456,000 0
   Benedetti & Gucer Inc. 81 - 2023-12-31 1,167 $443,000 0
   Armstrong Fleming & Moore Inc 62 - 2024-03-31 1,000 $438,000 0
   Oliver Luxxe Assets LLC 151 - 2024-03-31 980 $430,000 0
   KMG FIDUCIARY PARTNERS LLC 184 - 2024-03-31 976 $428,000 0
   FIRST BUSINESS FINANCIAL SERVICES INC. 114 - 2023-12-31 1,093 $415,000 0
   WHITTIER TRUST CO OF NEVADA INC 368 - 2023-12-31 1,086 $412,000 0
   KARPAS STRATEGIES LLC 86 - 2023-12-31 1,060 $403,000 0
   RENAISSANCE GROUP LLC 219 - 2024-03-31 889 $390,000 0
   PARK NATIONAL CORP /OH/ 220 - 2024-03-31 874 $383,000 0
   VAN STRUM & TOWNE INC 74 - 2023-12-31 1,000 $380,000 0
   JBF CAPITAL, INC. 56 - 2023-12-31 1,000 $380,000 0
   Sendero Wealth Management LLC 133 - 2024-03-31 840 $368,000 0
   HILLSTRUST 181 - 2023-12-31 959 $364,000 0
   Great Waters Wealth Management 70 - 2024-03-31 819 $359,000 0
   Cairn Investment Group Inc. 58 - 2024-03-31 814 $357,000 0
   LEAVELL T & ASSOCIATES INC 397 - 2024-03-31 812 $356,000 0
   WASHINGTON TRUST BANK 171 - 2023-12-31 931 $354,000 0
   Beaton Management Co. Inc. 101 - 2023-12-31 910 $346,000 0
   Cito Capital Group LLC 125 - 2023-12-31 901 $342,000 0
   CALDWELL SUTTER CAPITAL INC. 140 - 2024-03-31 772 $338,000 0
  100 Records found
  1    
  Page 1 of 1
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