Ameriprise Financial Ownership 2024 | Who Owns Ameriprise Financial Now?
Institutional Ownership
80.39%
Insider Ownership
0.18%
Retail Ownership
19.43%
Institutional Holders
1.21K
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 | 12.23% | 0.10% | 12,574,743 | -150,727 | -1.18% | 5,371,804,463 | Jun 30, 2024 |
| BLACKROCK INC. | 8.36% | 0.08% | 8,593,635 | 12,189 | 0.14% | 3,671,114,735 | Jun 30, 2024 |
| STATE STREET CORP | 4.35% | 0.08% | 4,468,763 | -14,245 | -0.32% | 1,909,010,866,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.82% | 0.14% | 3,926,777 | 82,612 | 2.15% | 1,677,480,030 | Jun 30, 2024 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 3.24% | 2.75% | 3,333,779 | -75,910 | -2.23% | 1,424,157,022 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.51% | 0.10% | 2,578,328 | 57,339 | 2.27% | 1,098,769,675 | Jun 30, 2024 |
| MORGAN STANLEY | 2.18% | 0.07% | 2,241,880 | 18,481 | 0.83% | 957,709,930 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.51% | 0.19% | 1,556,261 | 44,470 | 2.94% | 664,819,134 | Jun 30, 2024 |
| NORGES BANK | 1.44% | 0.09% | 1,482,504 | 1,482,504 | 100.00% | 633,310,884 | Jun 30, 2024 |
| BOSTON PARTNERS | 1.43% | 0.78% | 1,465,915 | -82,520 | -5.33% | 626,289,196 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.29% | 0.17% | 1,322,613 | -184,333 | -12.23% | 565,007,047 | Jun 30, 2024 |
| UBS GROUP AG | 1.26% | 0.14% | 1,291,723 | 48,670 | 3.92% | 551,811,150 | Jun 30, 2024 |
| FMR LLC | 1.14% | 0.03% | 1,171,208 | 15,125 | 1.31% | 500,328,193 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.11% | 0.08% | 1,144,411 | 225,344 | 24.52% | 488,881,045 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.10% | 0.13% | 1,129,632 | 110,319 | 10.82% | 482,587,841 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.06% | 0.09% | 1,093,833 | -5,251 | -0.48% | 467,274,882 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.06% | 0.08% | 1,089,627 | -14,352 | -1.30% | 465,477,757,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.90% | 0.09% | 926,620 | 63,492 | 7.36% | 395,842,000 | Jun 30, 2024 |
| VIKING GLOBAL INVESTORS LP | 0.88% | 1.49% | 909,020 | -717,825 | -44.12% | 388,324,254 | Jun 30, 2024 |
| INVESCO LTD. | 0.85% | 0.08% | 877,940 | 316,894 | 56.48% | 375,047,281 | Jun 30, 2024 |
Ameriprise Financial's largest institutional shareholder is VANGUARD GROUP INC, holding 12.23% of the company's total share outstanding, currently valued at $5.37B. The top 10 institutional shareholders own together 41.07% 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% | 7.25% | 24,734 | -21 | -0.08% | 10,566,129 | Jun 30, 2024 |
| PHILOSMITH CAPITAL CORP | 0.05% | 6.70% | 55,700 | - | - | 23,794,484 | Jun 30, 2024 |
| LYRICAL ASSET MANAGEMENT LP | 0.84% | 5.96% | 868,448 | -19,454 | -2.19% | 370,992,301 | Jun 30, 2024 |
| MARVIN & PALMER ASSOCIATES INC | 0.01% | 4.39% | 10,042 | 6 | 0.06% | 4,289,842 | Jun 30, 2024 |
| 0.01% | 3.79% | 12,214 | 12,214 | 100.00% | 5,217,699 | Jun 30, 2024 | |
| EDMP, INC. | 0.01% | 3.45% | 8,910 | -35 | -0.39% | 3,806,051 | Jun 30, 2024 |
| ALLEY INVESTMENT MANAGEMENT COMPANY, LLC | 0.05% | 3.28% | 56,181 | -2,207 | -3.78% | 23,999,961 | Jun 30, 2024 |
| CLOSE ASSET MANAGEMENT LTD | 0.21% | 3.19% | 219,430 | 170 | 0.08% | 93,862,000 | Jun 30, 2024 |
| GS INVESTMENTS, INC. | 0.02% | 3.13% | 15,515 | -59 | -0.38% | 6,627,853 | Jun 30, 2024 |
| DIVIDEND ASSETS CAPITAL, LLC | 0.03% | 3.08% | 35,384 | 932 | 2.71% | 15,115,804 | Jun 30, 2024 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 3.24% | 2.75% | 3,333,779 | -75,910 | -2.23% | 1,424,157,022 | Jun 30, 2024 |
| ATWOOD & PALMER INC | 0.08% | 2.58% | 79,603 | -1,406 | -1.74% | 34,005,509 | Jun 30, 2024 |
| SMITH GROUP ASSET MANAGEMENT, LLC | 0.07% | 2.56% | 67,567 | -15,749 | -18.90% | 28,863,947 | Jun 30, 2024 |
| DAKOTA COMMUNITY BANK & TRUST NA | 0.00% | 2.56% | 1,112 | -20 | -1.77% | 475,035 | Jun 30, 2024 |
| GREATMARK INVESTMENT PARTNERS, INC. | 0.04% | 2.35% | 37,792 | 207 | 0.55% | 16,144,254 | Jun 30, 2024 |
| WEAVER C. BARKSDALE & ASSOCIATES, INC. | 0.01% | 2.12% | 5,216 | -93 | -1.75% | 2,228,240 | Jun 30, 2024 |
| BULLTICK WEALTH MANAGEMENT, LLC | 0.02% | 2.10% | 19,900 | 240 | 1.22% | 8,501,081 | Jun 30, 2024 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.09% | 1.89% | 95,747 | 28,418 | 42.21% | 40,902,086 | Jun 30, 2024 |
| COVE PRIVATE WEALTH, LLC | 0.01% | 1.75% | 5,123 | - | - | 2,188,494 | Jun 30, 2024 |
| PAYDEN & RYGEL INVESTMENT GROUP | 0.05% | 1.73% | 50,200 | -5,300 | -9.55% | 21,445,000 | Jun 30, 2024 |
The largest Ameriprise Financial shareholder by % of total assets is BOYAR ASSET MANAGEMENT INC.. The company owns 24.73K shares of Ameriprise Financial (AMP), representing 7.25% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.44% | 0.09% | 1,482,504 | 1,482,504 | 100.00% | 633,310,884 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.45% | 0.20% | 467,103 | 398,243 | 578.34% | 199,541,729 | Jun 30, 2024 |
| INVESCO LTD. | 0.85% | 0.08% | 877,940 | 316,894 | 56.48% | 375,047,281 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.11% | 0.08% | 1,144,411 | 225,344 | 24.52% | 488,881,045 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.85% | 0.17% | 871,202 | 189,755 | 27.85% | 372,168,782 | Jun 30, 2024 |
| AGF MANAGEMENT LTD | 0.49% | 1.20% | 504,657 | 131,844 | 35.36% | 215,584,424 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.10% | 0.13% | 1,129,632 | 110,319 | 10.82% | 482,587,841 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.29% | 0.02% | 302,604 | 89,971 | 42.31% | 129,270,000 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.42% | 0.43% | 427,986 | 86,315 | 25.26% | 182,831,164,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.82% | 0.14% | 3,926,777 | 82,612 | 2.15% | 1,677,480,030 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.07% | 0.56% | 71,412 | 71,412 | 100.00% | 30,504,784 | Jun 30, 2024 |
| MAN GROUP PLC | 0.12% | 0.14% | 127,942 | 71,176 | 125.38% | 54,655,543 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.90% | 0.09% | 926,620 | 63,492 | 7.36% | 395,842,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.51% | 0.10% | 2,578,328 | 57,339 | 2.27% | 1,098,769,675 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.15% | 0.14% | 153,621 | 54,653 | 55.22% | 65,625,354 | Jun 30, 2024 |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.06% | 0.21% | 57,521 | 51,968 | 935.85% | 24,655,639 | Jun 30, 2024 |
| UBS GROUP AG | 1.26% | 0.14% | 1,291,723 | 48,670 | 3.92% | 551,811,150 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.06% | 0.05% | 57,060 | 45,420 | 390.21% | 24,375,461 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.51% | 0.19% | 1,556,261 | 44,470 | 2.94% | 664,819,134 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.34% | 0.09% | 352,197 | 42,605 | 13.76% | 150,745,150 | Jun 30, 2024 |
As of Jun 30 2024, Ameriprise Financial's largest institutional buyer is NORGES BANK. The company purchased 1.48M stocks of AMP, valued at $633.31M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VIKING GLOBAL INVESTORS LP | 0.88% | 1.49% | 909,020 | -717,825 | -44.12% | 388,324,254 | Jun 30, 2024 |
| BARCLAYS PLC | 0.32% | 0.04% | 330,595 | -203,897 | -38.15% | 141,227,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.16% | 0.09% | 160,465 | -197,395 | -55.16% | 68,549,043 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.29% | 0.17% | 1,322,613 | -184,333 | -12.23% | 565,007,047 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.23% | 0.10% | 12,574,743 | -150,727 | -1.18% | 5,371,804,463 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.20% | 0.05% | 204,878 | -139,241 | -40.46% | 87,521,833 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | - | - | - | -111,140 | -100.00% | - | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.45% | 0.40% | 462,464 | -83,320 | -15.27% | 197,560,000 | Jun 30, 2024 |
| BOSTON PARTNERS | 1.43% | 0.78% | 1,465,915 | -82,520 | -5.33% | 626,289,196 | Jun 30, 2024 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 3.24% | 2.75% | 3,333,779 | -75,910 | -2.23% | 1,424,157,022 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -71,017 | -100.00% | - | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | - | - | - | -63,400 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -60,288 | -100.00% | - | Jun 30, 2024 |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | 0.11% | 0.43% | 108,400 | -49,600 | -31.39% | 46,307,000 | Jun 30, 2024 |
| LORD, ABBETT & CO. LLC | 0.42% | 0.62% | 434,869 | -49,106 | -10.15% | 185,772,000 | Jun 30, 2024 |
| AMUNDI | 0.42% | 0.07% | 434,502 | -39,253 | -8.29% | 188,573,868 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -39,118 | -100.00% | - | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.04% | 1.03% | 45,083 | -39,062 | -46.42% | 19,259,007 | Jun 30, 2024 |
| KOREA INVESTMENT CORP | 0.07% | 0.08% | 75,532 | -38,646 | -33.85% | 32,266,515 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.21% | 0.07% | 219,997 | -38,153 | -14.78% | 93,980,518 | Jun 30, 2024 |
As of Jun 30 2024, Ameriprise Financial's biggest institutional seller is VIKING GLOBAL INVESTORS LP. The company sold -0.72M shares of AMP, valued at $388.32M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.44% | 0.09% | 1,482,504 | 1,482,504 | 100.00% | 633,310,884 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.07% | 0.56% | 71,412 | 71,412 | 100.00% | 30,504,784 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.07% | 29,447 | 29,447 | 100.00% | 12,579,464 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.11% | 22,741 | 22,741 | 100.00% | 9,715,000 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 0.02% | 0.44% | 22,000 | 22,000 | 100.00% | 9,398,180 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | 0.01% | 0.12% | 14,286 | 14,286 | 100.00% | 6,102,836 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.01% | - | 12,690 | 12,690 | 100.00% | 29,000 | Jun 30, 2024 |
| 0.01% | 3.79% | 12,214 | 12,214 | 100.00% | 5,217,699 | Jun 30, 2024 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.01% | 10,896 | 10,896 | 100.00% | 4,654,662 | Jun 30, 2024 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 0.01% | 0.11% | 10,486 | 10,486 | 100.00% | 4,479,514 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.01% | 0.00% | 8,900 | 8,900 | 100.00% | 3,801,991 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.01% | 0.03% | 8,307 | 8,307 | 100.00% | 3,548,667 | Jun 30, 2024 |
| FCF ADVISORS LLC | 0.01% | 0.83% | 7,825 | 7,825 | 100.00% | 3,342,762 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.07% | 7,659 | 7,659 | 100.00% | 3,271,848 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.06% | 7,515 | 7,515 | 100.00% | 3,210,333 | Jun 30, 2024 |
| BDF-GESTION | 0.01% | 0.27% | 6,639 | 6,639 | 100.00% | 2,836,114 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.01% | 0.53% | 6,038 | 6,038 | 100.00% | 2,579,373 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.01% | 0.01% | 5,136 | 5,136 | 100.00% | 2,194,048 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.00% | 0.33% | 4,150 | 4,150 | 100.00% | 1,772,839 | Jun 30, 2024 |
| DONOGHUE FORLINES LLC | 0.00% | 0.42% | 3,465 | 3,465 | 100.00% | 1,480,213 | Jun 30, 2024 |
| EISLER CAPITAL (UK) LTD. | 0.00% | 0.01% | 3,400 | 3,400 | 100.00% | 1,452,446 | Jun 30, 2024 |
| KINNERET ADVISORY, LLC | 0.00% | 0.09% | 2,312 | 2,312 | 100.00% | 987,663 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 0.00% | 0.10% | 2,170 | 2,170 | 100.00% | 927,002 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.00% | 0.66% | 2,076 | 2,076 | 100.00% | 886,846 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.01% | 2,021 | 2,021 | 100.00% | 863,493 | Jun 30, 2024 |
| DOUGLASS WINTHROP ADVISORS, LLC | 0.00% | 0.02% | 2,017 | 2,017 | 100.00% | 861,642 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.00% | 0.02% | 1,995 | 1,995 | 100.00% | 852,244 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.00% | 0.08% | 1,952 | 1,952 | 100.00% | 833,875 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.00% | 0.02% | 1,876 | 1,876 | 100.00% | 801,408 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.05% | 1,714 | 1,714 | 100.00% | 732,204 | Jun 30, 2024 |
| OVERSEA-CHINESE BANKING CORP LTD | 0.00% | 0.02% | 1,209 | 1,209 | 100.00% | 517,150 | Jun 30, 2024 |
| LMR PARTNERS LLP | 0.00% | 0.00% | 1,095 | 1,095 | 100.00% | 467,773 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.00% | 0.00% | 1,000 | 1,000 | 100.00% | 427,190 | Jun 30, 2024 |
| FORT SHERIDAN ADVISORS LLC | 0.00% | 0.07% | 1,000 | 1,000 | 100.00% | 427,190 | Jun 30, 2024 |
| ELLEVEST, INC. | 0.00% | 0.03% | 999 | 999 | 100.00% | 426,763 | Jun 30, 2024 |
| M HOLDINGS SECURITIES, INC. | 0.00% | 0.05% | 981 | 981 | 100.00% | 419,000 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.00% | 0.03% | 922 | 922 | 100.00% | 393,869 | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 0.00% | 0.26% | 885 | 885 | 100.00% | 378,063 | Jun 30, 2024 |
| JOURNEY STRATEGIC WEALTH LLC | 0.00% | 0.02% | 854 | 854 | 100.00% | 364,820 | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.00% | 0.13% | 846 | 846 | 100.00% | 361,000 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.00% | 0.06% | 837 | 837 | 100.00% | 357,558 | Jun 30, 2024 |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.00% | 0.01% | 828 | 828 | 100.00% | 353,714 | Jun 30, 2024 |
| ADVISORS PREFERRED, LLC | 0.00% | 0.06% | 805 | 805 | 100.00% | 343,002 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.00% | 0.00% | 800 | 800 | 100.00% | 341,752 | Jun 30, 2024 |
| FOGUTH WEALTH MANAGEMENT, LLC. | 0.00% | 0.12% | 660 | 660 | 100.00% | 282,010 | Jun 30, 2024 |
| BAADER BANK AKTIENGESELLSCHAFT | 0.00% | 0.02% | 600 | 600 | 100.00% | 256,314 | Jun 30, 2024 |
| VALMARK ADVISERS, INC. | 0.00% | 0.00% | 587 | 587 | 100.00% | 250,761 | Jun 30, 2024 |
| SYNTEGRA PRIVATE WEALTH GROUP, LLC | 0.00% | 0.03% | 584 | 584 | 100.00% | 249,479 | Jun 30, 2024 |
| CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.09% | 557 | 557 | 100.00% | 237,945 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.09% | 548 | 548 | 100.00% | 234,100 | Jun 30, 2024 |
| GROUND SWELL CAPITAL, LLC | 0.00% | 0.17% | 523 | 523 | 100.00% | 223,420 | Jun 30, 2024 |
| INTERCHANGE CAPITAL PARTNERS, LLC | 0.00% | 0.08% | 520 | 520 | 100.00% | 221,228 | Jun 30, 2024 |
| DELTA INVESTMENT MANAGEMENT, LLC | 0.00% | 0.05% | 510 | 510 | 100.00% | 217,728 | Jun 30, 2024 |
| WEALTHCARE ADVISORY PARTNERS LLC | 0.00% | 0.01% | 499 | 499 | 100.00% | 213,266 | Jun 30, 2024 |
| PRIVATE CLIENT SERVICES, LLC | 0.00% | 0.13% | 498 | 498 | 100.00% | 212,842 | Jun 30, 2024 |
| VISTA WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.02% | 490 | 490 | 100.00% | 209,165 | Jun 30, 2024 |
| QUOTIENT WEALTH PARTNERS, LLC | 0.00% | 0.01% | 489 | 489 | 100.00% | 208,896 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.07% | 482 | 482 | 100.00% | 205,906 | Jun 30, 2024 |
| ACCURATE WEALTH MANAGEMENT, LLC | 0.00% | 0.05% | 481 | 481 | 100.00% | 214,262 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.16% | 480 | 480 | 100.00% | 205,051 | Jun 30, 2024 |
| 0.00% | 0.07% | 273 | 273 | 100.00% | 116,623 | Jun 30, 2024 | |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 0.00% | 0.00% | 269 | 269 | 100.00% | 114,914 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.00% | 200 | 200 | 100.00% | 85,438 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 190 | 190 | 100.00% | 81,166 | Jun 30, 2024 |
| MIZUHO BANK, LTD. | 0.00% | 0.01% | 140 | 140 | 100.00% | 59,807 | Jun 30, 2024 |
| IRON HORSE WEALTH MANAGEMENT, LLC | 0.00% | 0.02% | 137 | 137 | 100.00% | 58,618 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 83 | 83 | 100.00% | 35,457 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.00% | 0.00% | 75 | 75 | 100.00% | 3,203,925 | Jun 30, 2024 |
| WFA OF SAN DIEGO, LLC | 0.00% | 0.03% | 68 | 68 | 100.00% | 29,049 | Jun 30, 2024 |
| ACCORDANT ADVISORY GROUP INC | 0.00% | 0.02% | 60 | 60 | 100.00% | 25,631 | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | 0.00% | - | 53 | 53 | 100.00% | 60 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | - | 0.00% | 50 | 50 | 100.00% | 21,360 | Jun 30, 2024 |
| ALTSHULER SHAHAM LTD | - | 0.00% | 48 | 48 | 100.00% | 20,505 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.01% | 41 | 41 | 100.00% | 17,481 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.01% | 27 | 27 | 100.00% | 11,534 | Jun 30, 2024 |
| COUNTRY TRUST BANK | - | 0.00% | 22 | 22 | 100.00% | 9,398 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 20 | 20 | 100.00% | 8,544 | Jun 30, 2024 |
| DT INVESTMENT PARTNERS, LLC | - | 0.00% | 11 | 11 | 100.00% | 4,700 | Jun 30, 2024 |
| IAG WEALTH PARTNERS, LLC | - | 0.00% | 8 | 8 | 100.00% | 3,417 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | - | 0.00% | 7 | 7 | 100.00% | 3,000 | Jun 30, 2024 |
| RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 5 | 5 | 100.00% | 2,136 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 5 | 5 | 100.00% | 2,192 | Jun 30, 2024 |
| HOEY INVESTMENTS, INC | - | 0.00% | 3 | 3 | 100.00% | 1,282 | Jun 30, 2024 |
| WESTEND ADVISORS, LLC | - | - | 2 | 2 | 100.00% | 854 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 1 | 1 | 100.00% | 427 | Jun 30, 2024 |
Ameriprise Financial's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.48M shares, valued at $633.31M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WOODLINE PARTNERS LP | - | - | - | -111,140 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -71,017 | -100.00% | - | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | - | - | - | -63,400 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -60,288 | -100.00% | - | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -39,118 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -30,172 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -25,653 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -22,841 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -21,934 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -19,953 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -12,000 | -100.00% | - | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | - | - | - | -8,821 | -100.00% | - | Jun 30, 2024 |
| EISLER CAPITAL (UK) LTD. | - | - | - | -8,077 | -100.00% | - | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -6,210 | -100.00% | - | Jun 30, 2024 |
| ALPINE GLOBAL MANAGEMENT, LLC | - | - | - | -5,162 | -100.00% | - | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | - | - | - | -4,629 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -4,042 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -3,907 | -100.00% | - | Jun 30, 2024 |
| DEAN CAPITAL MANAGEMENT | - | - | - | -3,849 | -100.00% | - | Jun 30, 2024 |
| WBI INVESTMENTS, INC. | - | - | - | -3,519 | -100.00% | - | Jun 30, 2024 |
| LECAP ASSET MANAGEMENT LTD | - | - | - | -3,433 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -3,361 | -100.00% | - | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | - | - | - | -3,330 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -3,312 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -3,200 | -100.00% | - | Jun 30, 2024 |
| RETIREFUL, LLC | - | - | - | -2,990 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -2,939 | -100.00% | - | Jun 30, 2024 |
| STEVENS CAPITAL MANAGEMENT LP | - | - | - | -2,867 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -2,800 | -100.00% | - | Jun 30, 2024 |
| ALASKA PERMANENT FUND CORP | - | - | - | -2,468 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -2,092 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -1,800 | -100.00% | - | Jun 30, 2024 |
| CONVERGENCE INVESTMENT PARTNERS, LLC | - | - | - | -1,455 | -100.00% | - | Jun 30, 2024 |
| ROCKPORT WEALTH LLC | - | - | - | -1,412 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -1,401 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -1,358 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -1,300 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -1,150 | -100.00% | - | Jun 30, 2024 |
| ASPIRIANT, LLC | - | - | - | -946 | -100.00% | - | Jun 30, 2024 |
| WASHINGTON TRUST BANK | - | - | - | -916 | -100.00% | - | Jun 30, 2024 |
| REVISOR WEALTH MANAGEMENT LLC | - | - | - | -888 | -100.00% | - | Jun 30, 2024 |
| KFA PRIVATE WEALTH GROUP, LLC | - | - | - | -864 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -841 | -100.00% | - | Jun 30, 2024 |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | - | - | - | -830 | -100.00% | - | Jun 30, 2024 |
| CARTESIAN GROWTH CORP | - | - | - | -738 | -100.00% | - | Jun 30, 2024 |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | - | - | - | -719 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -706 | -100.00% | - | Jun 30, 2024 |
| TRADEWINDS, LLC. | - | - | - | -690 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC ADVISOR SOLUTIONS LLC | - | - | - | -680 | -100.00% | - | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | - | - | - | -673 | -100.00% | - | Jun 30, 2024 |
| WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC | - | - | - | -621 | -100.00% | - | Jun 30, 2024 |
| SYMMETRY INVESTMENTS LP | - | - | - | -612 | -100.00% | - | Jun 30, 2024 |
| NICHOLS & PRATT ADVISERS LLP /MA | - | - | - | -560 | -100.00% | - | Jun 30, 2024 |
| BECK MACK & OLIVER LLC | - | - | - | -539 | -100.00% | - | Jun 30, 2024 |
| MOORS & CABOT, INC. | - | - | - | -518 | -100.00% | - | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -517 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| TRUST INVESTMENT ADVISORS | - | - | - | -487 | -100.00% | - | Jun 30, 2024 |
| ARMISTICE CAPITAL, LLC | - | - | - | -482 | -100.00% | - | Jun 30, 2024 |
| WEALTHSTAR ADVISORS, LLC | - | - | - | -479 | -100.00% | - | Jun 30, 2024 |
| REVOLVE WEALTH PARTNERS, LLC | - | - | - | -465 | -100.00% | - | Jun 30, 2024 |
| REGIMEN WEALTH, LLC | - | - | - | -456 | -100.00% | - | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | - | - | -426 | -100.00% | - | Jun 30, 2024 |
| COREFIRST BANK & TRUST | - | - | - | -317 | -100.00% | - | Jun 30, 2024 |
| PACIFICA PARTNERS INC. | - | - | - | -201 | -100.00% | - | Jun 30, 2024 |
| INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC. | - | - | - | -185 | -100.00% | - | Jun 30, 2024 |
| BRAY CAPITAL ADVISORS | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| SOUND INCOME STRATEGIES, LLC | - | - | - | -73 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -46 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -44 | -100.00% | - | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | - | - | - | -43 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST CAPITAL MANAGEMENT INC | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| SEMMAX FINANCIAL ADVISORS INC. | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| CHILTON CAPITAL MANAGEMENT LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| TCTC HOLDINGS, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Ameriprise Financial's largest sold out institutional shareholder by shares sold is WOODLINE PARTNERS LP, sold -0.11M shares, valued at -, as of undefined.
Ameriprise Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VANGUARD VALLEY FORGE FUNDS | 1.25% | 650,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.67% | 350,000 | - | - | Mar 31, 2024 |
| BOYAR VALUE FUND INC | 0.50% | 8,500 | - | - | Mar 31, 2024 |
| DIVIDEND & INCOME FUND | 0.41% | 18,000 | - | - | Dec 31, 2023 |
| Core Bond Portfolio | 0.36% | 2,714,000 | - | - | Mar 31, 2024 |
| Aspiration Funds | 0.35% | 13,061 | -1,490 | -10.24% | Mar 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 |
| Natixis ETF Trust | 0.25% | 50,000 | - | - | Mar 31, 2024 |
| COPLEY FUND INC /NV/ | 0.23% | 3,100 | - | - | Nov 30, 2022 |
| AGF Investments Trust | 0.22% | -4,158 | - | - | Mar 31, 2024 |
| FOXBY CORP. | 0.21% | 1,200 | - | - | Jun 30, 2023 |
| Tax-Managed Value Portfolio | 0.20% | 19,677 | -8,510 | -30.19% | Jan 31, 2024 |
| SIT MID CAP GROWTH FUND INC | 0.18% | 10,000 | - | - | Mar 28, 2024 |
| CALDWELL & ORKIN FUNDS INC | 0.18% | 2,500 | - | - | Jan 31, 2024 |
| LORD ABBETT MID CAP STOCK FUND INC | 0.18% | 49,730 | -1,940 | -3.75% | Mar 31, 2024 |
| Invesco Bond Fund | 0.17% | 319,000 | -36,000 | -10.14% | Feb 29, 2024 |
| CALVERT VARIABLE SERIES INC | 0.16% | 307,000 | - | - | Mar 31, 2024 |
| BNY MELLON RESEARCH GROWTH FUND, INC. | 0.16% | 97,813 | - | - | Aug 31, 2023 |
| JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.15% | 681,728 | -13,122 | -1.89% | Dec 31, 2023 |
| CALVERT SOCIAL INVESTMENT FUND | 0.15% | 6,560,000 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST VII | 0.14% | 23,339 | -203 | -0.86% | Jan 31, 2024 |
| Invesco Bond Fund | 0.14% | 257,000 | -36,000 | -12.29% | Feb 29, 2024 |
| LORD ABBETT AFFILIATED FUND INC | 0.14% | 196,030 | -34,870 | -15.10% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.14% | 71,049 | - | - | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.13% | 128,269 | -13,419 | -9.47% | Feb 29, 2024 |
| Mairs & Power Funds Trust | 0.13% | 500,000 | - | - | Mar 31, 2022 |
| Thrivent ETF Trust | 0.12% | 5,956 | -525 | -8.10% | Mar 31, 2024 |
| CANTOR SELECT PORTFOLIOS TRUST | 0.12% | 27,100 | 2,370 | 9.58% | Mar 31, 2024 |
| PIONEER BOND FUND /DE/ | 0.12% | 7,335,000 | - | - | Mar 28, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.12% | 10,000,000 | -9,400,000 | -48.45% | Mar 28, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.09% | 313,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Financial Services Fund, Inc. | 0.09% | 73,600 | -6,800 | -8.46% | Mar 31, 2024 |
| 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 |
| ASSET MANAGEMENT FUND | 0.09% | 1,750 | - | - | Mar 28, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.08% | 34,776 | -685 | -1.93% | Jan 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.08% | 30,879 | - | - | Mar 31, 2024 |
| John Hancock Funds III | 0.07% | 1,143,045 | -76,481 | -6.27% | Mar 31, 2024 |
| VANGUARD WELLESLEY INCOME FUND | 0.07% | 24,095,000 | -24,095,000 | -50.00% | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.06% | 155,000 | - | - | Mar 31, 2024 |
| Zacks Trust | 0.06% | 5,645 | 2,165 | 62.21% | Feb 29, 2024 |
| VANGUARD WELLINGTON FUND | 0.06% | 23,715,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.05% | 7,785,000 | - | - | Mar 31, 2024 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.05% | 4,639,000 | -423,000 | -8.36% | Feb 29, 2024 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.05% | 4,409,000 | -489,000 | -9.98% | Feb 29, 2024 |
| Invesco Bond Fund | 0.05% | 87,000 | -15,000 | -14.71% | Feb 29, 2024 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.04% | 55,081 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.04% | 128,698 | -1,829 | -1.40% | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.04% | 2,194,000 | -136,000 | -5.84% | Mar 31, 2024 |
| VANGUARD WELLESLEY INCOME FUND | 0.04% | 14,270,000 | -14,270,000 | -50.00% | Mar 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.04% | 16,748,000 | -4,462,000 | -21.04% | Feb 29, 2024 |
| 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 |
| T. Rowe Price Blue Chip Growth Fund, Inc. | 0.04% | 234,000 | - | - | Mar 31, 2024 |
| LORD ASSET MANAGEMENT TRUST | 0.04% | 1,380 | - | - | Oct 31, 2022 |
| Vanguard Montgomery Funds | 0.04% | 8,945 | - | - | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.04% | 3,000,000 | - | - | Jan 31, 2024 |
| LIBERTY ALL STAR EQUITY FUND | 0.04% | 28,600 | - | - | Dec 31, 2023 |
| LORD ABBETT INVESTMENT TRUST | 0.03% | 33,187,000 | -422,000 | -1.26% | Feb 29, 2024 |
| SPDR S&P 500 ETF TRUST | 0.03% | 1,228,844 | -27,169 | -2.16% | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.03% | 7,011,000 | -90,000 | -1.27% | Feb 29, 2024 |
| Index Funds | 0.03% | 260 | -8 | -2.99% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.03% | 4,500,000 | - | - | Mar 28, 2024 |
| 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 |
| VANGUARD WELLINGTON FUND | 0.03% | 11,845,000 | - | - | Feb 29, 2024 |
| CALVERT FUND | 0.03% | 1,678,000 | - | - | Mar 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.03% | 11,590,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.03% | 69,000 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.03% | 65,211 | - | - | Jan 31, 2024 |
| Impact Shares Trust I | 0.02% | 265 | 4 | 1.53% | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.02% | 50,000 | - | - | Mar 31, 2024 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | 0.02% | 1,090,000 | 1,090,000 | - | Jan 31, 2024 |
| 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 |
| Dimensional ETF Trust | 0.02% | 10,787,000 | 4,380,000 | 68.36% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.02% | 772,000 | 772,000 | - | Mar 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.02% | 3,346,000 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.02% | 720,258 | -17,510 | -2.37% | Mar 31, 2024 |
| BNY Mellon Investment Funds V, Inc. | 0.02% | 18,044 | - | - | Jan 31, 2024 |
| VANGUARD FIXED INCOME SECURITIES FUNDS | 0.02% | 43,300,000 | 43,300,000 | - | Jan 31, 2024 |
| VANGUARD WINDSOR FUNDS | 0.02% | 859,000 | -40,000 | -4.45% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.02% | 9,515,073 | -126,541 | -1.31% | Mar 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.02% | 5,113,000 | -2,652,000 | -34.15% | Feb 29, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.02% | 50,500 | - | - | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.02% | 34,964 | 64 | 0.18% | Mar 31, 2024 |
| ADVISORS SERIES TRUST | 0.02% | 1,000,000 | - | - | Jan 31, 2024 |
| VANGUARD WELLESLEY INCOME FUND | 0.02% | 7,333,000 | -32,137,000 | -81.42% | Mar 31, 2024 |
| Guggenheim Enhanced Equity Income Fund | 0.02% | 3,579 | - | - | Sep 30, 2021 |
| AB TRUST | 0.02% | 19,154 | - | - | Feb 29, 2024 |
| LORD ABBETT BOND DEBENTURE FUND INC | 0.02% | 21,788,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Income Fund, Inc. | 0.02% | 85,000 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.02% | 2,990 | 282 | 10.41% | Mar 31, 2024 |
| VANGUARD WELLESLEY INCOME FUND | 0.02% | 6,625,000 | - | - | Mar 31, 2024 |
| Voya BALANCED PORTFOLIO INC | 0.02% | 28,000 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.02% | 2,680,000 | - | - | Mar 28, 2024 |
Ameriprise Financial's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 650.00K shares, compromising 1.25% of its total assets.
Ameriprise Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,209 | -3.13% |
| 31 Mar, 24 | 1,248 | 6.94% |
| 31 Dec, 23 | 1,167 | 6.58% |
| 30 Sep, 23 | 1,095 | 0.55% |
| 30 Jun, 23 | 1,089 | 3.71% |
| 31 Mar, 23 | 1,050 | 1.55% |
| 31 Dec, 22 | 1,034 | 9.30% |
| 30 Sep, 22 | 946 | -1.46% |
| 30 Jun, 22 | 960 | -4.76% |
| 31 Mar, 22 | 1,008 | 0.60% |
| 31 Dec, 21 | 1,002 | 6.60% |
| 30 Sep, 21 | 940 | 3.98% |
| 30 Jun, 21 | 904 | 1.12% |
| 31 Mar, 21 | 894 | 3.47% |
| 31 Dec, 20 | 864 | 9.23% |
| 30 Sep, 20 | 791 | 2.06% |
| 30 Jun, 20 | 775 | 7.19% |
| 31 Mar, 20 | 723 | -15.04% |
| 31 Dec, 19 | 851 | 8.13% |
| 30 Sep, 19 | 787 | -4.95% |
| 30 Jun, 19 | 828 | 6.29% |
| 31 Mar, 19 | 779 | -0.51% |
| 31 Dec, 18 | 783 | -1.26% |
| 30 Sep, 18 | 793 | -0.50% |
| 30 Jun, 18 | 797 | -4.32% |
| 31 Mar, 18 | 833 | -0.36% |
| 31 Dec, 17 | 836 | 12.37% |
| 30 Sep, 17 | 744 | 3.48% |
| 30 Jun, 17 | 719 | 2.57% |
| 31 Mar, 17 | 701 | 2.19% |
| 31 Dec, 16 | 686 | 5.86% |
| 30 Sep, 16 | 648 | 0.31% |
| 30 Jun, 16 | 646 | 2.70% |
| 31 Mar, 16 | 629 | -5.70% |
| 31 Dec, 15 | 667 | 6.21% |
| 30 Sep, 15 | 628 | -7.92% |
| 30 Jun, 15 | 682 | -1.87% |
| 31 Mar, 15 | 695 | 5.78% |
| 31 Dec, 14 | 657 | 6.66% |
| 30 Sep, 14 | 616 | 0.98% |
| 30 Jun, 14 | 610 | -0.16% |
| 31 Mar, 14 | 611 | 2.35% |
| 31 Dec, 13 | 597 | 10.76% |
| 30 Sep, 13 | 539 | 5.07% |
| 30 Jun, 13 | 513 | 130.04% |
| 31 Mar, 13 | 223 | -0.89% |
| 31 Dec, 12 | 225 | 17.19% |
| 30 Sep, 12 | 192 | 0.52% |
| 30 Jun, 12 | 191 | -0.52% |
| 31 Mar, 12 | 192 | 10.34% |
| 31 Dec, 11 | 174 | 2.96% |
| 30 Sep, 11 | 169 | -8.15% |
| 30 Jun, 11 | 184 | 12.20% |
| 31 Mar, 11 | 164 | - |
| 31 Dec, 10 | 164 | 13.89% |
| 30 Sep, 10 | 144 | -4.00% |
| 30 Jun, 10 | 150 | -1.32% |
| 31 Mar, 10 | 152 | 14.29% |
| 31 Dec, 09 | 133 | 3.10% |
| 30 Sep, 09 | 129 | - |
| 30 Jun, 09 | 129 | 5.74% |
| 31 Mar, 09 | 122 | -5.43% |
| 31 Dec, 08 | 129 | -1.53% |
| 30 Sep, 08 | 131 | -6.43% |
| 30 Jun, 08 | 140 | 3.70% |
| 31 Mar, 08 | 135 | -5.59% |
| 31 Dec, 07 | 143 | 8.33% |
| 30 Sep, 07 | 132 | -3.65% |
| 30 Jun, 07 | 137 | 2.24% |
| 31 Mar, 07 | 134 | 1.52% |
| 31 Dec, 06 | 132 | 16.81% |
| 30 Sep, 06 | 113 | -3.42% |
| 30 Jun, 06 | 117 | -6.40% |
| 31 Mar, 06 | 125 | 7.76% |
| 31 Dec, 05 | 116 | 510.53% |
| 30 Sep, 05 | 19 | - |
As of 30 Jun 24, 1,209 institutions are holding Ameriprise Financial's shares, representing a decrease of -3.13% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 82,640,309 | 0.36% |
| 31 Mar, 24 | 82,340,161 | -1.95% |
| 31 Dec, 23 | 83,978,172 | 0.50% |
| 30 Sep, 23 | 83,559,321 | -2.85% |
| 30 Jun, 23 | 86,013,773 | -2.24% |
| 31 Mar, 23 | 87,981,069 | 0.14% |
| 31 Dec, 22 | 87,859,313 | -0.43% |
| 30 Sep, 22 | 88,238,232 | -1.28% |
| 30 Jun, 22 | 89,385,560 | -2.25% |
| 31 Mar, 22 | 91,439,904 | -0.08% |
| 31 Dec, 21 | 91,516,473 | -1.40% |
| 30 Sep, 21 | 92,819,063 | -2.04% |
| 30 Jun, 21 | 94,756,480 | -1.06% |
| 31 Mar, 21 | 95,772,211 | -0.75% |
| 31 Dec, 20 | 96,495,796 | -1.88% |
| 30 Sep, 20 | 98,345,428 | -3.23% |
| 30 Jun, 20 | 101,626,193 | -1.48% |
| 31 Mar, 20 | 103,155,800 | -1.88% |
| 31 Dec, 19 | 105,134,187 | -3.25% |
| 30 Sep, 19 | 108,664,517 | -1.99% |
| 30 Jun, 19 | 110,875,477 | -2.03% |
| 31 Mar, 19 | 113,176,509 | -0.73% |
| 31 Dec, 18 | 114,008,894 | -2.44% |
| 30 Sep, 18 | 116,858,417 | -3.58% |
| 30 Jun, 18 | 121,201,446 | -3.25% |
| 31 Mar, 18 | 125,271,451 | -1.42% |
| 31 Dec, 17 | 127,072,229 | -0.47% |
| 30 Sep, 17 | 127,670,411 | -0.38% |
| 30 Jun, 17 | 128,158,181 | -2.70% |
| 31 Mar, 17 | 131,717,322 | -0.94% |
| 31 Dec, 16 | 132,972,855 | -1.82% |
| 30 Sep, 16 | 135,433,754 | -3.51% |
| 30 Jun, 16 | 140,358,312 | -6.44% |
| 31 Mar, 16 | 150,012,223 | 2.41% |
| 31 Dec, 15 | 146,478,538 | -11.26% |
| 30 Sep, 15 | 165,060,032 | 4.53% |
| 30 Jun, 15 | 157,900,623 | -2.22% |
| 31 Mar, 15 | 161,477,902 | -0.08% |
| 31 Dec, 14 | 161,600,408 | -0.81% |
| 30 Sep, 14 | 162,916,654 | -1.09% |
| 30 Jun, 14 | 164,712,991 | 2.58% |
| 31 Mar, 14 | 160,569,266 | -1.20% |
| 31 Dec, 13 | 162,523,938 | -5.83% |
| 30 Sep, 13 | 172,586,714 | 0.44% |
| 30 Jun, 13 | 171,834,189 | 104.98% |
| 31 Mar, 13 | 83,828,853 | -72.07% |
| 31 Dec, 12 | 300,121,196 | 284.90% |
| 30 Sep, 12 | 77,974,490 | -14.73% |
| 30 Jun, 12 | 91,443,108 | 14.47% |
| 31 Mar, 12 | 79,881,365 | -10.56% |
| 31 Dec, 11 | 89,315,760 | -5.25% |
| 30 Sep, 11 | 94,269,305 | 7.73% |
| 30 Jun, 11 | 87,505,549 | -8.95% |
| 31 Mar, 11 | 96,112,086 | 15.16% |
| 31 Dec, 10 | 83,458,067 | -5.48% |
| 30 Sep, 10 | 88,300,505 | -11.23% |
| 30 Jun, 10 | 99,467,204 | 8.29% |
| 31 Mar, 10 | 91,853,169 | -12.82% |
| 31 Dec, 09 | 105,362,621 | -5.22% |
| 30 Sep, 09 | 111,166,751 | 2.33% |
| 30 Jun, 09 | 108,634,979 | 16.12% |
| 31 Mar, 09 | 93,556,023 | 1.24% |
| 31 Dec, 08 | 92,413,638 | 17.13% |
| 30 Sep, 08 | 78,900,948 | 32.73% |
| 30 Jun, 08 | 59,445,077 | 13.87% |
| 31 Mar, 08 | 52,205,872 | 2.59% |
| 31 Dec, 07 | 50,889,085 | -1.68% |
| 30 Sep, 07 | 51,756,673 | -35.71% |
| 30 Jun, 07 | 80,505,819 | 254.37% |
| 31 Mar, 07 | 22,717,979 | -69.11% |
| 31 Dec, 06 | 73,539,909 | 3.88% |
| 30 Sep, 06 | 70,796,361 | 8.03% |
| 30 Jun, 06 | 65,534,538 | 24.51% |
| 31 Mar, 06 | 52,634,270 | 11.75% |
| 31 Dec, 05 | 47,100,270 | 595.21% |
| 30 Sep, 05 | 6,774,929 | - |
Ameriprise Financial (AMP) has 82.64M shares outstanding as of 30 Jun 24, up 0.36% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 80.39% | 1.25% |
| 31 Mar, 24 | 80.10% | 1.22% |
| 31 Dec, 23 | 81.14% | 1.28% |
| 30 Sep, 23 | 79.66% | 1.22% |
| 30 Jun, 23 | 80.84% | 1.22% |
| 31 Mar, 23 | 81.54% | 1.25% |
| 31 Dec, 22 | 80.68% | 1.27% |
| 30 Sep, 22 | 79.85% | 1.26% |
| 30 Jun, 22 | 79.60% | 1.23% |
| 31 Mar, 22 | 80.42% | 1.18% |
| 31 Dec, 21 | 82.55% | 1.30% |
| 30 Sep, 21 | 79.74% | 1.25% |
| 30 Jun, 21 | 80.03% | 1.25% |
| 31 Mar, 21 | 79.94% | 1.32% |
| 31 Dec, 20 | 77.94% | 1.22% |
| 30 Sep, 20 | 79.96% | 1.21% |
| 30 Jun, 20 | 81.30% | 1.22% |
| 31 Mar, 20 | 81.61% | 1.33% |
| 31 Dec, 19 | 78.40% | 1.17% |
| 30 Sep, 19 | 81.89% | 1.23% |
| 30 Jun, 19 | 81.47% | 1.23% |
| 31 Mar, 19 | 81.54% | 1.33% |
| 31 Dec, 18 | 78.30% | 1.20% |
| 30 Sep, 18 | 80.93% | 1.19% |
| 30 Jun, 18 | 82.45% | 1.17% |
| 31 Mar, 18 | 83.79% | 1.18% |
| 31 Dec, 17 | 84.15% | 1.21% |
| 30 Sep, 17 | 83.44% | 1.22% |
| 30 Jun, 17 | 82.63% | 1.18% |
| 31 Mar, 17 | 83.63% | 1.22% |
| 31 Dec, 16 | 82.90% | 1.22% |
| 30 Sep, 16 | 82.58% | 1.19% |
| 30 Jun, 16 | 83.40% | 1.10% |
| 31 Mar, 16 | 86.91% | 1.34% |
| 31 Dec, 15 | 80.62% | 0.96% |
| 30 Sep, 15 | 91.50% | 1.24% |
| 30 Jun, 15 | 85.91% | 1.14% |
| 31 Mar, 15 | 86.68% | 1.22% |
| 31 Dec, 14 | 84.34% | 1.15% |
| 30 Sep, 14 | 85.61% | 1.17% |
| 30 Jun, 14 | 85.48% | 1.27% |
| 31 Mar, 14 | 82.13% | 1.28% |
| 31 Dec, 13 | 79.98% | 1.09% |
| 30 Sep, 13 | 85.74% | 1.22% |
| 30 Jun, 13 | 83.86% | 5.18% |
| 31 Mar, 13 | 40.23% | 0.21% |
| 31 Dec, 12 | 137.23% | 10.43% |
| 30 Sep, 12 | 36.27% | 2.13% |
| 30 Jun, 12 | 41.25% | 3.34% |
| 31 Mar, 12 | 35.14% | 2.57% |
| 31 Dec, 11 | 37.00% | 2.36% |
| 30 Sep, 11 | 39.61% | 3.12% |
| 30 Jun, 11 | 35.64% | 2.44% |
| 31 Mar, 11 | 38.20% | 3.47% |
| 31 Dec, 10 | 33.17% | 2.77% |
| 30 Sep, 10 | 34.59% | 2.38% |
| 30 Jun, 10 | 38.10% | 3.07% |
| 31 Mar, 10 | 35.22% | 2.16% |
| 31 Dec, 09 | 40.40% | 2.19% |
| 30 Sep, 09 | 42.97% | 1.80% |
| 30 Jun, 09 | 48.87% | 2.76% |
| 31 Mar, 09 | 42.09% | 2.44% |
| 31 Dec, 08 | 41.57% | 3.21% |
| 30 Sep, 08 | 36.01% | 5.08% |
| 30 Jun, 08 | 26.63% | 5.10% |
| 31 Mar, 08 | 22.86% | 4.92% |
| 31 Dec, 07 | 21.54% | 4.46% |
| 30 Sep, 07 | 21.99% | 1.91% |
| 30 Jun, 07 | 33.91% | 38.07% |
| 31 Mar, 07 | 9.44% | 1.06% |
| 31 Dec, 06 | 29.83% | 3.56% |
| 30 Sep, 06 | 28.96% | 4.09% |
| 30 Jun, 06 | 26.61% | 6.11% |
| 31 Mar, 06 | 20.86% | 5.99% |
| 31 Dec, 05 | 18.67% | 246.53% |
| 30 Sep, 05 | 2.75% | - |
As of 30 Jun 24, Ameriprise Financial is held by 80.39% institutional shareholders, representing a 1.25% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 547 | -3.36% |
| 31 Mar, 24 | 566 | 14.57% |
| 31 Dec, 23 | 494 | 14.88% |
| 30 Sep, 23 | 430 | -1.83% |
| 30 Jun, 23 | 438 | -2.45% |
| 31 Mar, 23 | 449 | -5.07% |
| 31 Dec, 22 | 473 | 25.80% |
| 30 Sep, 22 | 376 | -6.47% |
| 30 Jun, 22 | 402 | -5.41% |
| 31 Mar, 22 | 425 | -8.80% |
| 31 Dec, 21 | 466 | 21.35% |
| 30 Sep, 21 | 384 | 9.71% |
| 30 Jun, 21 | 350 | -7.16% |
| 31 Mar, 21 | 377 | 1.62% |
| 31 Dec, 20 | 371 | 22.85% |
| 30 Sep, 20 | 302 | -6.79% |
| 30 Jun, 20 | 324 | 12.11% |
| 31 Mar, 20 | 289 | -20.39% |
| 31 Dec, 19 | 363 | 17.86% |
| 30 Sep, 19 | 308 | -17.43% |
| 30 Jun, 19 | 373 | 14.07% |
| 31 Mar, 19 | 327 | 4.14% |
| 31 Dec, 18 | 314 | -0.63% |
| 30 Sep, 18 | 316 | -2.47% |
| 30 Jun, 18 | 324 | -4.42% |
| 31 Mar, 18 | 339 | -11.49% |
| 31 Dec, 17 | 383 | 27.67% |
| 30 Sep, 17 | 300 | -3.23% |
| 30 Jun, 17 | 310 | 2.65% |
| 31 Mar, 17 | 302 | 1.68% |
| 31 Dec, 16 | 297 | 26.92% |
| 30 Sep, 16 | 234 | -18.18% |
| 30 Jun, 16 | 286 | 1.78% |
| 31 Mar, 16 | 281 | 8.49% |
| 31 Dec, 15 | 259 | -3.72% |
| 30 Sep, 15 | 269 | -9.12% |
| 30 Jun, 15 | 296 | -3.27% |
| 31 Mar, 15 | 306 | 18.15% |
| 31 Dec, 14 | 259 | 6.15% |
| 30 Sep, 14 | 244 | -5.43% |
| 30 Jun, 14 | 258 | 4.45% |
| 31 Mar, 14 | 247 | -0.80% |
| 31 Dec, 13 | 249 | 17.45% |
| 30 Sep, 13 | 212 | -42.55% |
| 30 Jun, 13 | 369 | 276.53% |
| 31 Mar, 13 | 98 | -15.52% |
| 31 Dec, 12 | 116 | 43.21% |
| 30 Sep, 12 | 81 | -11.96% |
| 30 Jun, 12 | 92 | -9.80% |
| 31 Mar, 12 | 102 | 24.39% |
| 31 Dec, 11 | 82 | -5.75% |
| 30 Sep, 11 | 87 | -9.38% |
| 30 Jun, 11 | 96 | 15.66% |
| 31 Mar, 11 | 83 | -11.70% |
| 31 Dec, 10 | 94 | 23.68% |
| 30 Sep, 10 | 76 | -15.56% |
| 30 Jun, 10 | 90 | 13.92% |
| 31 Mar, 10 | 79 | 2.60% |
| 31 Dec, 09 | 77 | 18.46% |
| 30 Sep, 09 | 65 | -18.75% |
| 30 Jun, 09 | 80 | 15.94% |
| 31 Mar, 09 | 69 | -2.82% |
| 31 Dec, 08 | 71 | -1.39% |
| 30 Sep, 08 | 72 | -4.00% |
| 30 Jun, 08 | 75 | 20.97% |
| 31 Mar, 08 | 62 | -18.42% |
| 31 Dec, 07 | 76 | 22.58% |
| 30 Sep, 07 | 62 | -1.59% |
| 30 Jun, 07 | 63 | 3.28% |
| 31 Mar, 07 | 61 | -11.59% |
| 31 Dec, 06 | 69 | 23.21% |
| 30 Sep, 06 | 56 | -1.75% |
| 30 Jun, 06 | 57 | -9.52% |
| 31 Mar, 06 | 63 | -43.75% |
| 31 Dec, 05 | 112 | 489.47% |
| 30 Sep, 05 | 19 | - |
547 institutional shareholders have increased their position in AMP stock as of 30 Jun 24 compared to 566 in the previous quarter (a -3.36% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 401 | -2.43% |
| 31 Mar, 24 | 411 | -5.95% |
| 31 Dec, 23 | 437 | 12.92% |
| 30 Sep, 23 | 387 | -5.84% |
| 30 Jun, 23 | 411 | 5.66% |
| 31 Mar, 23 | 389 | 14.41% |
| 31 Dec, 22 | 340 | -5.56% |
| 30 Sep, 22 | 360 | 1.41% |
| 30 Jun, 22 | 355 | -1.66% |
| 31 Mar, 22 | 361 | 11.42% |
| 31 Dec, 21 | 324 | -2.99% |
| 30 Sep, 21 | 334 | -3.47% |
| 30 Jun, 21 | 346 | 1.47% |
| 31 Mar, 21 | 341 | 7.91% |
| 31 Dec, 20 | 316 | 7.85% |
| 30 Sep, 20 | 293 | -0.34% |
| 30 Jun, 20 | 294 | 2.44% |
| 31 Mar, 20 | 287 | -9.46% |
| 31 Dec, 19 | 317 | 11.23% |
| 30 Sep, 19 | 285 | 1.79% |
| 30 Jun, 19 | 280 | 2.19% |
| 31 Mar, 19 | 274 | -8.97% |
| 31 Dec, 18 | 301 | 8.66% |
| 30 Sep, 18 | 277 | -0.36% |
| 30 Jun, 18 | 278 | -7.33% |
| 31 Mar, 18 | 300 | 10.29% |
| 31 Dec, 17 | 272 | 0.37% |
| 30 Sep, 17 | 271 | 11.07% |
| 30 Jun, 17 | 244 | -6.87% |
| 31 Mar, 17 | 262 | -1.87% |
| 31 Dec, 16 | 267 | -3.96% |
| 30 Sep, 16 | 278 | 14.88% |
| 30 Jun, 16 | 242 | 1.26% |
| 31 Mar, 16 | 239 | -15.55% |
| 31 Dec, 15 | 283 | 20.43% |
| 30 Sep, 15 | 235 | -9.96% |
| 30 Jun, 15 | 261 | 3.98% |
| 31 Mar, 15 | 251 | -3.46% |
| 31 Dec, 14 | 260 | 9.24% |
| 30 Sep, 14 | 238 | 8.18% |
| 30 Jun, 14 | 220 | -8.71% |
| 31 Mar, 14 | 241 | -0.41% |
| 31 Dec, 13 | 242 | 14.69% |
| 30 Sep, 13 | 211 | 97.20% |
| 30 Jun, 13 | 107 | 13.83% |
| 31 Mar, 13 | 94 | 17.50% |
| 31 Dec, 12 | 80 | -3.61% |
| 30 Sep, 12 | 83 | 13.70% |
| 30 Jun, 12 | 73 | 2.82% |
| 31 Mar, 12 | 71 | -5.33% |
| 31 Dec, 11 | 75 | 25.00% |
| 30 Sep, 11 | 60 | -10.45% |
| 30 Jun, 11 | 67 | 4.69% |
| 31 Mar, 11 | 64 | 23.08% |
| 31 Dec, 10 | 52 | 6.12% |
| 30 Sep, 10 | 49 | 11.36% |
| 30 Jun, 10 | 44 | -16.98% |
| 31 Mar, 10 | 53 | 51.43% |
| 31 Dec, 09 | 35 | -20.45% |
| 30 Sep, 09 | 44 | 41.94% |
| 30 Jun, 09 | 31 | -11.43% |
| 31 Mar, 09 | 35 | -12.50% |
| 31 Dec, 08 | 40 | 11.11% |
| 30 Sep, 08 | 36 | - |
| 30 Jun, 08 | 36 | -32.08% |
| 31 Mar, 08 | 53 | 26.19% |
| 31 Dec, 07 | 42 | -8.70% |
| 30 Sep, 07 | 46 | - |
| 30 Jun, 07 | 46 | -8.00% |
| 31 Mar, 07 | 50 | 28.21% |
| 31 Dec, 06 | 39 | 2.63% |
| 30 Sep, 06 | 38 | -19.15% |
| 30 Jun, 06 | 47 | -11.32% |
| 31 Mar, 06 | 53 | 2550.00% |
| 31 Dec, 05 | 2 | - |
| 30 Sep, 05 | - | - |
401 institutional shareholders have reduced their position in AMP stock as of 30 Jun 24 compared to 411 in the previous quarter (a -2.43% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,209 | -3.13% | 82,640,309 | 0.36% | 80.39% | 1.25% | 547 | -3.36% | 401 | -2.43% |
| 31 Mar, 24 | 1,248 | 6.94% | 82,340,161 | -1.95% | 80.10% | 1.22% | 566 | 14.57% | 411 | -5.95% |
| 31 Dec, 23 | 1,167 | 6.58% | 83,978,172 | 0.50% | 81.14% | 1.28% | 494 | 14.88% | 437 | 12.92% |
| 30 Sep, 23 | 1,095 | 0.55% | 83,559,321 | -2.85% | 79.66% | 1.22% | 430 | -1.83% | 387 | -5.84% |
| 30 Jun, 23 | 1,089 | 3.71% | 86,013,773 | -2.24% | 80.84% | 1.22% | 438 | -2.45% | 411 | 5.66% |
| 31 Mar, 23 | 1,050 | 1.55% | 87,981,069 | 0.14% | 81.54% | 1.25% | 449 | -5.07% | 389 | 14.41% |
| 31 Dec, 22 | 1,034 | 9.30% | 87,859,313 | -0.43% | 80.68% | 1.27% | 473 | 25.80% | 340 | -5.56% |
| 30 Sep, 22 | 946 | -1.46% | 88,238,232 | -1.28% | 79.85% | 1.26% | 376 | -6.47% | 360 | 1.41% |
| 30 Jun, 22 | 960 | -4.76% | 89,385,560 | -2.25% | 79.60% | 1.23% | 402 | -5.41% | 355 | -1.66% |
| 31 Mar, 22 | 1,008 | 0.60% | 91,439,904 | -0.08% | 80.42% | 1.18% | 425 | -8.80% | 361 | 11.42% |
| 31 Dec, 21 | 1,002 | 6.60% | 91,516,473 | -1.40% | 82.55% | 1.30% | 466 | 21.35% | 324 | -2.99% |
| 30 Sep, 21 | 940 | 3.98% | 92,819,063 | -2.04% | 79.74% | 1.25% | 384 | 9.71% | 334 | -3.47% |
| 30 Jun, 21 | 904 | 1.12% | 94,756,480 | -1.06% | 80.03% | 1.25% | 350 | -7.16% | 346 | 1.47% |
| 31 Mar, 21 | 894 | 3.47% | 95,772,211 | -0.75% | 79.94% | 1.32% | 377 | 1.62% | 341 | 7.91% |
| 31 Dec, 20 | 864 | 9.23% | 96,495,796 | -1.88% | 77.94% | 1.22% | 371 | 22.85% | 316 | 7.85% |
| 30 Sep, 20 | 791 | 2.06% | 98,345,428 | -3.23% | 79.96% | 1.21% | 302 | -6.79% | 293 | -0.34% |
| 30 Jun, 20 | 775 | 7.19% | 101,626,193 | -1.48% | 81.30% | 1.22% | 324 | 12.11% | 294 | 2.44% |
| 31 Mar, 20 | 723 | -15.04% | 103,155,800 | -1.88% | 81.61% | 1.33% | 289 | -20.39% | 287 | -9.46% |
| 31 Dec, 19 | 851 | 8.13% | 105,134,187 | -3.25% | 78.40% | 1.17% | 363 | 17.86% | 317 | 11.23% |
| 30 Sep, 19 | 787 | -4.95% | 108,664,517 | -1.99% | 81.89% | 1.23% | 308 | -17.43% | 285 | 1.79% |
| 30 Jun, 19 | 828 | 6.29% | 110,875,477 | -2.03% | 81.47% | 1.23% | 373 | 14.07% | 280 | 2.19% |
| 31 Mar, 19 | 779 | -0.51% | 113,176,509 | -0.73% | 81.54% | 1.33% | 327 | 4.14% | 274 | -8.97% |
| 31 Dec, 18 | 783 | -1.26% | 114,008,894 | -2.44% | 78.30% | 1.20% | 314 | -0.63% | 301 | 8.66% |
| 30 Sep, 18 | 793 | -0.50% | 116,858,417 | -3.58% | 80.93% | 1.19% | 316 | -2.47% | 277 | -0.36% |
| 30 Jun, 18 | 797 | -4.32% | 121,201,446 | -3.25% | 82.45% | 1.17% | 324 | -4.42% | 278 | -7.33% |
| 31 Mar, 18 | 833 | -0.36% | 125,271,451 | -1.42% | 83.79% | 1.18% | 339 | -11.49% | 300 | 10.29% |
| 31 Dec, 17 | 836 | 12.37% | 127,072,229 | -0.47% | 84.15% | 1.21% | 383 | 27.67% | 272 | 0.37% |
| 30 Sep, 17 | 744 | 3.48% | 127,670,411 | -0.38% | 83.44% | 1.22% | 300 | -3.23% | 271 | 11.07% |
| 30 Jun, 17 | 719 | 2.57% | 128,158,181 | -2.70% | 82.63% | 1.18% | 310 | 2.65% | 244 | -6.87% |
| 31 Mar, 17 | 701 | 2.19% | 131,717,322 | -0.94% | 83.63% | 1.22% | 302 | 1.68% | 262 | -1.87% |
| 31 Dec, 16 | 686 | 5.86% | 132,972,855 | -1.82% | 82.90% | 1.22% | 297 | 26.92% | 267 | -3.96% |
| 30 Sep, 16 | 648 | 0.31% | 135,433,754 | -3.51% | 82.58% | 1.19% | 234 | -18.18% | 278 | 14.88% |
| 30 Jun, 16 | 646 | 2.70% | 140,358,312 | -6.44% | 83.40% | 1.10% | 286 | 1.78% | 242 | 1.26% |
| 31 Mar, 16 | 629 | -5.70% | 150,012,223 | 2.41% | 86.91% | 1.34% | 281 | 8.49% | 239 | -15.55% |
| 31 Dec, 15 | 667 | 6.21% | 146,478,538 | -11.26% | 80.62% | 0.96% | 259 | -3.72% | 283 | 20.43% |
| 30 Sep, 15 | 628 | -7.92% | 165,060,032 | 4.53% | 91.50% | 1.24% | 269 | -9.12% | 235 | -9.96% |
| 30 Jun, 15 | 682 | -1.87% | 157,900,623 | -2.22% | 85.91% | 1.14% | 296 | -3.27% | 261 | 3.98% |
| 31 Mar, 15 | 695 | 5.78% | 161,477,902 | -0.08% | 86.68% | 1.22% | 306 | 18.15% | 251 | -3.46% |
| 31 Dec, 14 | 657 | 6.66% | 161,600,408 | -0.81% | 84.34% | 1.15% | 259 | 6.15% | 260 | 9.24% |
| 30 Sep, 14 | 616 | 0.98% | 162,916,654 | -1.09% | 85.61% | 1.17% | 244 | -5.43% | 238 | 8.18% |
| 30 Jun, 14 | 610 | -0.16% | 164,712,991 | 2.58% | 85.48% | 1.27% | 258 | 4.45% | 220 | -8.71% |
| 31 Mar, 14 | 611 | 2.35% | 160,569,266 | -1.20% | 82.13% | 1.28% | 247 | -0.80% | 241 | -0.41% |
| 31 Dec, 13 | 597 | 10.76% | 162,523,938 | -5.83% | 79.98% | 1.09% | 249 | 17.45% | 242 | 14.69% |
| 30 Sep, 13 | 539 | 5.07% | 172,586,714 | 0.44% | 85.74% | 1.22% | 212 | -42.55% | 211 | 97.20% |
| 30 Jun, 13 | 513 | 130.04% | 171,834,189 | 104.98% | 83.86% | 5.18% | 369 | 276.53% | 107 | 13.83% |
| 31 Mar, 13 | 223 | -0.89% | 83,828,853 | -72.07% | 40.23% | 0.21% | 98 | -15.52% | 94 | 17.50% |
| 31 Dec, 12 | 225 | 17.19% | 300,121,196 | 284.90% | 137.23% | 10.43% | 116 | 43.21% | 80 | -3.61% |
| 30 Sep, 12 | 192 | 0.52% | 77,974,490 | -14.73% | 36.27% | 2.13% | 81 | -11.96% | 83 | 13.70% |
| 30 Jun, 12 | 191 | -0.52% | 91,443,108 | 14.47% | 41.25% | 3.34% | 92 | -9.80% | 73 | 2.82% |
| 31 Mar, 12 | 192 | 10.34% | 79,881,365 | -10.56% | 35.14% | 2.57% | 102 | 24.39% | 71 | -5.33% |
| 31 Dec, 11 | 174 | 2.96% | 89,315,760 | -5.25% | 37.00% | 2.36% | 82 | -5.75% | 75 | 25.00% |
| 30 Sep, 11 | 169 | -8.15% | 94,269,305 | 7.73% | 39.61% | 3.12% | 87 | -9.38% | 60 | -10.45% |
| 30 Jun, 11 | 184 | 12.20% | 87,505,549 | -8.95% | 35.64% | 2.44% | 96 | 15.66% | 67 | 4.69% |
| 31 Mar, 11 | 164 | - | 96,112,086 | 15.16% | 38.20% | 3.47% | 83 | -11.70% | 64 | 23.08% |
| 31 Dec, 10 | 164 | 13.89% | 83,458,067 | -5.48% | 33.17% | 2.77% | 94 | 23.68% | 52 | 6.12% |
| 30 Sep, 10 | 144 | -4.00% | 88,300,505 | -11.23% | 34.59% | 2.38% | 76 | -15.56% | 49 | 11.36% |
| 30 Jun, 10 | 150 | -1.32% | 99,467,204 | 8.29% | 38.10% | 3.07% | 90 | 13.92% | 44 | -16.98% |
| 31 Mar, 10 | 152 | 14.29% | 91,853,169 | -12.82% | 35.22% | 2.16% | 79 | 2.60% | 53 | 51.43% |
| 31 Dec, 09 | 133 | 3.10% | 105,362,621 | -5.22% | 40.40% | 2.19% | 77 | 18.46% | 35 | -20.45% |
| 30 Sep, 09 | 129 | - | 111,166,751 | 2.33% | 42.97% | 1.80% | 65 | -18.75% | 44 | 41.94% |
| 30 Jun, 09 | 129 | 5.74% | 108,634,979 | 16.12% | 48.87% | 2.76% | 80 | 15.94% | 31 | -11.43% |
| 31 Mar, 09 | 122 | -5.43% | 93,556,023 | 1.24% | 42.09% | 2.44% | 69 | -2.82% | 35 | -12.50% |
| 31 Dec, 08 | 129 | -1.53% | 92,413,638 | 17.13% | 41.57% | 3.21% | 71 | -1.39% | 40 | 11.11% |
| 30 Sep, 08 | 131 | -6.43% | 78,900,948 | 32.73% | 36.01% | 5.08% | 72 | -4.00% | 36 | - |
| 30 Jun, 08 | 140 | 3.70% | 59,445,077 | 13.87% | 26.63% | 5.10% | 75 | 20.97% | 36 | -32.08% |
| 31 Mar, 08 | 135 | -5.59% | 52,205,872 | 2.59% | 22.86% | 4.92% | 62 | -18.42% | 53 | 26.19% |
| 31 Dec, 07 | 143 | 8.33% | 50,889,085 | -1.68% | 21.54% | 4.46% | 76 | 22.58% | 42 | -8.70% |
| 30 Sep, 07 | 132 | -3.65% | 51,756,673 | -35.71% | 21.99% | 1.91% | 62 | -1.59% | 46 | - |
| 30 Jun, 07 | 137 | 2.24% | 80,505,819 | 254.37% | 33.91% | 38.07% | 63 | 3.28% | 46 | -8.00% |
| 31 Mar, 07 | 134 | 1.52% | 22,717,979 | -69.11% | 9.44% | 1.06% | 61 | -11.59% | 50 | 28.21% |
| 31 Dec, 06 | 132 | 16.81% | 73,539,909 | 3.88% | 29.83% | 3.56% | 69 | 23.21% | 39 | 2.63% |
| 30 Sep, 06 | 113 | -3.42% | 70,796,361 | 8.03% | 28.96% | 4.09% | 56 | -1.75% | 38 | -19.15% |
| 30 Jun, 06 | 117 | -6.40% | 65,534,538 | 24.51% | 26.61% | 6.11% | 57 | -9.52% | 47 | -11.32% |
| 31 Mar, 06 | 125 | 7.76% | 52,634,270 | 11.75% | 20.86% | 5.99% | 63 | -43.75% | 53 | 2550.00% |
| 31 Dec, 05 | 116 | 510.53% | 47,100,270 | 595.21% | 18.67% | 246.53% | 112 | 489.47% | 2 | - |
| 30 Sep, 05 | 19 | - | 6,774,929 | - | 2.75% | - | 19 | - | - | - |
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 Sharpe Robert Francis JR on Aug 02 2024, selling 250 shares at - per share (valued at -).
Ameriprise Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2031 | 1 | - | - |
| Q3 2024 | 5 | 9 | 55.56% |
| Q2 2024 | 8 | 1 | 800.00% |
| 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% |
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 | - | - | - |
| Q3 2024 | - | - | - |
| Q2 2024 | - | 1 | - |
| 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 | - |
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 |
|---|---|
| NTRS | Northern Trust Corporation |
| JHG | Janus Henderson Group plc |
| SEIC | SEI Investments Company |
| BEN | Franklin Resources, Inc. |
| APO | Apollo Global Management, Inc. |
| ARCC | Ares Capital Corporation |
| STT | State Street Corporation |
| AMG | Affiliated Managers Group, Inc. |
| BK | The Bank of New York Mellon Corporation |
| IVZ | Invesco Ltd. |
| OWL | Blue Owl Capital Inc. |
| BBUC | Brookfield Business Corporation |
| TROW | T. Rowe Price Group, Inc. |
| PFG | Principal Financial Group, Inc. |
| KKR | KKR & Co. Inc. |
AMP Ownership FAQ
Who Owns Ameriprise Financial?
Ameriprise Financial is owned by institutional shareholders (80.39%), insiders (0.18%), and public (19.43%). The largest institutional shareholder of Ameriprise Financial is VANGUARD GROUP INC (12.23% of total shares) and the top mutual fund owner is VANGUARD VALLEY FORGE FUNDS (1.25% 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 32.00% of the company's share outstanding.
How many Ameriprise Financial shareholders are there?
As of Jun 2024, there are 1,209 institutional shareholders of Ameriprise Financial.
What percentage of Ameriprise Financial is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 12.57M shares of Ameriprise Financial, representing 12.23% of the company's total shares outstanding, valued at $5.37B (as of Jun 2024).
What percentage of Ameriprise Financial is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 8.59M shares of Ameriprise Financial (AMP), compromising 8.36% of the company, valued at $3.67B.
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 4.47M of the company's shares outstanding (worth $1.91T).