Ameriprise Financial Inc
AMP- 交易所
- NYSE
- 產業
- Investment Advice
- SEC CIK
- 0000820027
近 90 天,Ameriprise Financial Inc 內部人申報 0 筆公開市場買進、5 筆賣出;2026 年第 2 季末有 1,396 家機構在 13F 申報持有,市值合計 $358.9 億;沒有大師持有。
2021 年第 2 季 13F 持有人
Ameriprise Financial Inc 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 892
- 較 2021 年第 1 季 +18 家
- 持有股數
- 9,506 萬
- 較 2021 年第 1 季 −65.8 萬 (−0.7%)
- 總市值
- $236.4 億
- 較 2021 年第 1 季 +$14.1 億 (+6.4%)
- 新進機構
- 88
- 另有 266 家加碼
- 清倉機構
- 70
- 另有 351 家減碼
另有 11 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 AMP 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,396 | $358.9 億 |
| 2026 年第 1 季 | 1,394 | $348.6 億 |
| 2025 年第 4 季 | 1,426 | $391.8 億 |
| 2025 年第 3 季 | 1,363 | $390.5 億 |
| 2025 年第 2 季 | 1,363 | $430.4 億 |
| 2025 年第 1 季 | 1,369 | $402.0 億 |
| 2024 年第 4 季 | 1,392 | $441.7 億 |
| 2024 年第 3 季 | 1,267 | $388.4 億 |
| 2024 年第 2 季 | 1,250 | $357.6 億 |
| 2024 年第 1 季 | 1,243 | $367.8 億 |
| 2023 年第 4 季 | 1,163 | $320.3 億 |
| 2023 年第 3 季 | 1,087 | $280.6 億 |
| 2023 年第 2 季 | 1,079 | $286.3 億 |
| 2023 年第 1 季 | 1,039 | $267.2 億 |
| 2022 年第 4 季 | 1,028 | $273.7 億 |
| 2022 年第 3 季 | 942 | $223.3 億 |
| 2022 年第 2 季 | 956 | $213.1 億 |
| 2022 年第 1 季 | 997 | $274.7 億 |
| 2021 年第 4 季 | 987 | $277.0 億 |
| 2021 年第 3 季 | 927 | $246.1 億 |
| 2021 年第 2 季 | 892 | $236.4 億 |
| 2021 年第 1 季 | 885 | $223.3 億 |
2021 年第 2 季持有機構
每家機構持有 Ameriprise Financial Inc 的股數、市值與佔組合比重;股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 940 | $23.4 萬 | 0.00% | +1+0.1% | 加碼 |
| WealthTrust Axiom LLC | 950 | $23.6 萬 | 0.08% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 961 | $23.9 萬 | 0.02% | +26+2.8% | 加碼 |
| Procyon Private Wealth Partners, LLC | 979 | $24.4 萬 | 0.07% | +109+12.5% | 加碼 |
| DRW Securities, LLC | 980 | $24.4 萬 | 0.03% | +980 | 新進 |
| Washington Trust Bank | 987 | $24.6 萬 | 0.03% | −64−6.1% | 減碼 |
| Lindbrook Capital, LLC | 988 | $24.6 萬 | 0.05% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 991 | $24.7 萬 | 0.16% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 997 | $24.8 萬 | 0.00% | −63−5.9% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 1,000 | $24.9 萬 | 0.00% | −9,717−90.7% | 減碼 |
| Van Strum & Towne Inc. | 1,000 | $24.9 萬 | 0.12% | 00.0% | 不變 |
| Fortis Advisors, LLC | 1,000 | $24.9 萬 | 0.14% | 00.0% | 不變 |
| Brooks, Moore & Associates, Inc. | 1,000 | $24.9 萬 | 0.16% | 00.0% | 不變 |
| EPG Wealth Management LLC | 1,008 | $25.1 萬 | 0.11% | +2+0.2% | 加碼 |
| Rockland Trust Co | 1,014 | $25.2 萬 | 0.02% | −27−2.6% | 減碼 |
| Hengehold Capital Management LLC | 1,014 | $25.2 萬 | 0.03% | +1+0.1% | 加碼 |
| Journey Advisory Group, LLC | 1,011 | $25.2 萬 | 0.08% | +1,011 | 新進 |
| First Bank & Trust | 1,018 | $25.3 萬 | 0.12% | +24+2.4% | 加碼 |
| First Business Financial Services, Inc. | 1,015 | $25.3 萬 | 0.03% | +150+17.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 1,021 | $25.4 萬 | 0.03% | −198−16.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,024 | $25.5 萬 | 0.00% | −773−43.0% | 減碼 |
| Harbour Investments, Inc. | 1,029 | $25.6 萬 | 0.01% | −33−3.1% | 減碼 |
| YHB Investment Advisors, Inc. | 1,033 | $25.7 萬 | 0.02% | +1,033 | 新進 |
| Renaissance Group LLC | 1,036 | $25.8 萬 | 0.01% | −696−40.2% | 減碼 |
| Hyman Charles D | 1,048 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 1,051 | $26.1 萬 | 0.04% | +670+175.9% | 加碼 |
| Courier Capital LLC | 1,052 | $26.2 萬 | 0.02% | −188−15.2% | 減碼 |
| Balasa Dinverno & Foltz LLC | 1,054 | $26.2 萬 | 0.02% | +4+0.4% | 加碼 |
| WESPAC Advisors, LLC | 1,066 | $26.5 萬 | 0.51% | −635−37.3% | 減碼 |
| CAPROCK Group, Inc. | 1,063 | $26.5 萬 | 0.02% | +32+3.1% | 加碼 |
| Compton Capital Management Inc | 1,070 | $26.6 萬 | 0.08% | 00.0% | 不變 |
| Wakefield Asset Management LLLP | 1,071 | $26.7 萬 | 0.10% | −233−17.9% | 減碼 |
| Checchi Capital Advisers, LLC | 1,081 | $26.9 萬 | 0.03% | +6+0.6% | 加碼 |
| Trust Asset Management LLC | 1,081 | $26.9 萬 | 0.04% | +110+11.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 1,082 | $26.9 萬 | 0.02% | +1,082 | 新進 |
| Affinity Investment Advisors, LLC | 1,084 | $27.0 萬 | 0.12% | 00.0% | 不變 |
| Tiedemann Advisors, LLC | 1,102 | $27.2 萬 | 0.01% | −69−5.9% | 減碼 |
| Wealthstar Advisors, LLC | 1,092 | $27.2 萬 | 0.10% | +1,092 | 新進 |
| Hilltop Holdings Inc. | 1,098 | $27.4 萬 | 0.03% | −43−3.8% | 減碼 |
| Old North State Trust, LLC | 1,106 | $27.5 萬 | 0.21% | −62−5.3% | 減碼 |
| Spinnaker Trust | 1,107 | $27.6 萬 | 0.02% | −14−1.2% | 減碼 |
| Aurora Private Wealth, Inc. | 1,112 | $27.7 萬 | 0.11% | +21+1.9% | 加碼 |
| Parallel Advisors, LLC | 1,115 | $27.8 萬 | 0.01% | −60−5.1% | 減碼 |
| Coldstream Capital Management Inc | 1,116 | $27.8 萬 | 0.01% | +12+1.1% | 加碼 |
| Karpas Strategies, LLC | 1,120 | $27.9 萬 | 0.10% | 00.0% | 不變 |
| Summit Financial, LLC | 1,136 | $28.3 萬 | 0.03% | +1,136 | 新進 |
| Keel Point, LLC | 1,135 | $28.3 萬 | 0.03% | +12+1.1% | 加碼 |
| Cape Cod Five Cents Savings Bank | 1,137 | $28.3 萬 | 0.03% | +1,137 | 新進 |
| Deseret Mutual Benefit Administrators | 1,137 | $28.3 萬 | 0.07% | +1,137 | 新進 |
| Intersect Capital LLC | 1,145 | $28.5 萬 | 0.05% | +46+4.2% | 加碼 |
| Ballentine Partners, LLC | 1,147 | $28.6 萬 | 0.01% | +2+0.2% | 加碼 |
| Benedetti & Gucer, Inc. | 1,148 | $28.6 萬 | 0.26% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 1,184 | $29.2 萬 | 0.05% | −18−1.5% | 減碼 |
| Jump Financial, LLC | 1,181 | $29.4 萬 | 0.03% | +1,181 | 新進 |
| Mark Stevens | 1,187 | $29.5 萬 | 0.03% | −2,191−64.9% | 減碼 |
| Assetmark, Inc | 1,195 | $29.7 萬 | 0.00% | −74−5.8% | 減碼 |
| Kathmere Capital Management, LLC | 1,203 | $29.9 萬 | 0.06% | 00.0% | 不變 |
| Weil Company, Inc. | 1,200 | $29.9 萬 | 0.15% | 00.0% | 不變 |
| Ellevest, Inc. | 1,215 | $30.2 萬 | 0.03% | −39−3.1% | 減碼 |
| Personal Cfo Solutions, LLC | 1,218 | $30.3 萬 | 0.06% | −102−7.7% | 減碼 |
| Wedbush Securities Inc | 1,225 | $30.5 萬 | 0.01% | −20−1.6% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $30.9 萬 | 0.10% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 1,242 | $30.9 萬 | 0.03% | +1,242 | 新進 |
| St Germain D J Co Inc | 1,245 | $31.0 萬 | 0.02% | −40−3.1% | 減碼 |
| Chesapeake Wealth Management | 1,250 | $31.1 萬 | 0.10% | −250−16.7% | 減碼 |
| Sentry Investment Management LLC | 1,248 | $31.1 萬 | 0.08% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 1,274 | $31.7 萬 | 0.01% | −18−1.4% | 減碼 |
| BLB&B Advisors, LLC | 1,273 | $31.7 萬 | 0.02% | 00.0% | 不變 |
| Meeder Asset Management Inc | 1,277 | $31.8 萬 | 0.01% | −301−19.1% | 減碼 |
| Bayesian Capital Management, LP | 1,285 | $32.0 萬 | 0.08% | +1,285 | 新進 |
| Guinness Asset Management LTD | 1,290 | $32.1 萬 | 0.02% | +320+33.0% | 加碼 |
| Focus Financial Network, Inc. | 1,301 | $32.4 萬 | 0.04% | +112+9.4% | 加碼 |
| Cordasco Financial Network | 1,300 | $32.4 萬 | 0.23% | −500−27.8% | 減碼 |
| Perritt Capital Management Inc | 1,318 | $32.8 萬 | 0.17% | −57−4.1% | 減碼 |
| Sunflower Bank, N.A. | 1,320 | $32.9 萬 | 0.05% | +109+9.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,326 | $33.0 萬 | 0.04% | +1,326 | 新進 |
| Old Port Advisors | 1,348 | $33.3 萬 | 0.12% | −305−18.5% | 減碼 |
| Fukoku Mutual Life Insurance Co | 1,340 | $33.3 萬 | 0.03% | 00.0% | 不變 |
| McLean Asset Management Corp | 1,375 | $33.9 萬 | 0.15% | 00.0% | 不變 |
| Adviser Investments LLC | 1,362 | $33.9 萬 | 0.03% | 00.0% | 不變 |
| Independent Advisor Alliance | 1,378 | $34.3 萬 | 0.02% | −3,038−68.8% | 減碼 |
| Howard Capital Management Group, LLC | 1,395 | $34.7 萬 | 0.03% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 1,400 | $34.8 萬 | 0.04% | 00.0% | 不變 |
| Optimal Asset Management, Inc. | 1,400 | $34.8 萬 | 0.04% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 1,402 | $34.9 萬 | 0.05% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 1,413 | $35.2 萬 | 0.07% | −208−12.8% | 減碼 |
| Ieq Capital, LLC | 1,415 | $35.2 萬 | 0.01% | +326+29.9% | 加碼 |
| Prelude Capital Management, LLC | 1,417 | $35.3 萬 | 0.02% | +1,417 | 新進 |
| American Portfolios Advisors | 1,425 | $35.5 萬 | 0.01% | +1,113+356.7% | 加碼 |
| BP PLC | 1,448 | $36.0 萬 | 0.02% | 00.0% | 不變 |
| Empirical Finance, LLC | 1,452 | $36.1 萬 | 0.06% | +169+13.2% | 加碼 |
| Coastal Bridge Advisors, LLC | 1,459 | $36.3 萬 | 0.07% | +3+0.2% | 加碼 |
| Lyell Wealth Management, LP | 1,464 | $36.4 萬 | 0.05% | +87+6.3% | 加碼 |
| Bremer Bank National Association | 1,471 | $36.6 萬 | 0.08% | −39−2.6% | 減碼 |
| Eagle Global Advisors LLC | 1,480 | $36.8 萬 | 0.02% | 00.0% | 不變 |
| Estabrook Capital Management | 1,500 | $37.3 萬 | 0.06% | −100−6.3% | 減碼 |
| Hancock Whitney Corp | 1,501 | $37.4 萬 | 0.01% | +64+4.5% | 加碼 |
| Grove Bank & Trust | 1,505 | $37.5 萬 | 0.08% | −6−0.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 1,516 | $37.7 萬 | 0.07% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 1,528 | $38.0 萬 | 0.01% | +130+9.3% | 加碼 |