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。
2023 年第 1 季 13F 持有人
Ameriprise Financial Inc 在 2023/3/31 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
- 1,039
- 較 2022 年第 4 季 +33 家
- 持有股數
- 8,808 萬
- 較 2022 年第 4 季 −5.58 萬 (−0.1%)
- 總市值
- $267.2 億
- 較 2022 年第 4 季 −$6.32 億 (−2.3%)
- 新進機構
- 104
- 另有 346 家加碼
- 清倉機構
- 71
- 另有 394 家減碼
另有 22 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 1,673 | $51.3 萬 | 0.05% | −113−6.3% | 減碼 |
| Grove Bank & Trust | 1,656 | $50.8 萬 | 0.11% | +38+2.3% | 加碼 |
| Assetmark, Inc | 1,655 | $50.7 萬 | 0.00% | −32−1.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 1,655 | $50.7 萬 | 0.01% | +418+33.8% | 加碼 |
| Cambridge Trust Co | 1,653 | $50.7 萬 | 0.02% | +82+5.2% | 加碼 |
| Howard Capital Management Group, LLC | 1,639 | $50.2 萬 | 0.05% | +30+1.9% | 加碼 |
| First Commonwealth Financial Corp | 1,638 | $50.2 萬 | 0.18% | −147−8.2% | 減碼 |
| We Are One Seven, LLC | 1,637 | $50.2 萬 | 0.03% | +237+16.9% | 加碼 |
| Fort Point Capital Partners LLC | 1,618 | $49.6 萬 | 0.08% | +3+0.2% | 加碼 |
| Grimes & Company, Inc. | 1,614 | $49.5 萬 | 0.02% | +2+0.1% | 加碼 |
| Insigneo Advisory Services, LLC | 1,611 | $49.4 萬 | 0.16% | −652−28.8% | 減碼 |
| CAPROCK Group, Inc. | 1,606 | $49.2 萬 | 0.04% | +228+16.5% | 加碼 |
| Ancora Advisors, LLC | 1,603 | $49.1 萬 | 0.01% | −80−4.8% | 減碼 |
| Argent Trust Co | 1,593 | $48.8 萬 | 0.03% | 00.0% | 不變 |
| Coastline Trust Co | 1,585 | $48.6 萬 | 0.07% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 1,570 | $48.1 萬 | 0.03% | −522−25.0% | 減碼 |
| Tectonic Advisors LLC | 1,563 | $47.9 萬 | 0.07% | +284+22.2% | 加碼 |
| MQS Management LLC | 1,557 | $47.7 萬 | 0.31% | +1,557 | 新進 |
| Congress Wealth Management LLC | 1,550 | $47.5 萬 | 0.01% | +21+1.4% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,547 | $47.4 萬 | 0.08% | −337−17.9% | 減碼 |
| Charter Oak Capital Management, LLC | 1,544 | $47.3 萬 | 0.07% | −83−5.1% | 減碼 |
| Accel Wealth Management | 1,541 | $47.2 萬 | 0.19% | −75−4.6% | 減碼 |
| KLR Investment Advisors, LLC | 1,539 | $47.2 萬 | 0.41% | −337−18.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,531 | $46.9 萬 | 0.01% | −113−6.9% | 減碼 |
| Hamilton Capital Partners Inc. | 1,514 | $46.4 萬 | 0.17% | −954−38.7% | 減碼 |
| Atlantic Union Bankshares Corp | 1,511 | $46.3 萬 | 0.05% | +1,511 | 新進 |
| Douglas Lane & Associates, LLC | 1,508 | $46.2 萬 | 0.01% | 00.0% | 不變 |
| Basepoint Wealth LLC | 1,507 | $46.2 萬 | 0.39% | +161+12.0% | 加碼 |
| Ballentine Partners, LLC | 1,503 | $46.1 萬 | 0.01% | +61+4.2% | 加碼 |
| Gabelli Funds LLC | 1,500 | $46.0 萬 | 0.00% | −200−11.8% | 減碼 |
| Estabrook Capital Management | 1,500 | $46.0 萬 | 0.08% | −11−0.7% | 減碼 |
| Clearstead Advisors, LLC | 1,493 | $45.8 萬 | 0.03% | +76+5.4% | 加碼 |
| Harvest Fund Management Co., Ltd | 1,487 | $45.5 萬 | 0.10% | −1,584−51.6% | 減碼 |
| TCTC Holdings, LLC | 1,482 | $45.4 萬 | 0.02% | +130+9.6% | 加碼 |
| Quent Capital, LLC | 1,483 | $45.4 萬 | 0.08% | +2+0.1% | 加碼 |
| Eagle Global Advisors LLC | 1,480 | $45.4 萬 | 0.03% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 1,479 | $45.3 萬 | 0.11% | −12−0.8% | 減碼 |
| Forum Financial Management, LP | 1,468 | $45.0 萬 | 0.01% | +25+1.7% | 加碼 |
| Pointe Capital Management LLC | 1,462 | $44.8 萬 | 0.33% | −196−11.8% | 減碼 |
| Renasant Bank | 1,462 | $44.8 萬 | 0.35% | −32−2.1% | 減碼 |
| Vishria Bird Financial Group, LLC | 1,451 | $44.5 萬 | 0.28% | +442+43.8% | 加碼 |
| Lyell Wealth Management, LP | 1,445 | $44.3 萬 | 0.06% | +27+1.9% | 加碼 |
| Woodmont Investment Counsel LLC | 1,435 | $44.0 萬 | 0.05% | +1,435 | 新進 |
| Aigen Investment Management, LP | 1,434 | $44.0 萬 | 0.06% | +1,434 | 新進 |
| EP Wealth Advisors, LLC | 1,433 | $43.9 萬 | 0.01% | +57+4.1% | 加碼 |
| Kolinsky Wealth Management, LLC | 1,432 | $43.9 萬 | 0.47% | +57+4.1% | 加碼 |
| Adviser Investments LLC | 1,427 | $43.7 萬 | 0.01% | 00.0% | 不變 |
| Hancock Whitney Corp | 1,425 | $43.7 萬 | 0.02% | +28+2.0% | 加碼 |
| Enterprise Financial Services Corp | 1,422 | $43.6 萬 | 0.28% | −32−2.2% | 減碼 |
| Arlington Partners LLC | 1,415 | $43.4 萬 | 0.06% | +1,106+357.9% | 加碼 |
| Old Port Advisors | 1,418 | $43.4 萬 | 0.16% | −92−6.1% | 減碼 |
| Pinnacle Financial Partners Inc | 1,396 | $42.8 萬 | 0.01% | −7−0.5% | 減碼 |
| Crewe Advisors LLC | 1,375 | $42.1 萬 | 0.06% | −82−5.6% | 減碼 |
| Fort Washington Investment Advisors Inc | 1,373 | $42.1 萬 | 0.00% | 00.0% | 不變 |
| Dakota Community Bank & Trust NA | 1,367 | $41.9 萬 | 2.59% | −93−6.4% | 減碼 |
| Eqis Capital Management, Inc. | 1,354 | $41.5 萬 | 0.05% | +1,354 | 新進 |
| Loomis Sayles & Co L P | 1,336 | $40.9 萬 | 0.00% | +1,336 | 新進 |
| Mission Wealth Management, LP | 1,330 | $40.8 萬 | 0.02% | +10+0.8% | 加碼 |
| Horizon Investments, LLC | 1,335 | $40.7 萬 | 0.01% | −2,763−67.4% | 減碼 |
| McLean Asset Management Corp | 1,325 | $40.6 萬 | 0.17% | −18−1.3% | 減碼 |
| Snowden Capital Advisors LLC | 1,317 | $40.4 萬 | 0.02% | +115+9.6% | 加碼 |
| Northcape Wealth Management, LLC | 1,317 | $40.4 萬 | 0.15% | +1,317 | 新進 |
| Valtinson Bruner Financial Planning LLC | 1,313 | $40.2 萬 | 0.23% | 00.0% | 不變 |
| Cigna Investments Inc | 1,307 | $40.0 萬 | 0.08% | −44−3.3% | 減碼 |
| Profund Advisors LLC | 1,304 | $40.0 萬 | 0.02% | +160+14.0% | 加碼 |
| Checchi Capital Advisers, LLC | 1,302 | $39.9 萬 | 0.04% | +20+1.6% | 加碼 |
| Carr Financial Group Corp | 1,296 | $39.7 萬 | 0.18% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 1,291 | $39.6 萬 | 0.07% | +1,291 | 新進 |
| Stephens Inc | 1,288 | $39.5 萬 | 0.01% | +156+13.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,285 | $39.4 萬 | 0.02% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 1,278 | $39.2 萬 | 0.08% | +107+9.1% | 加碼 |
| Ci Investments Inc. | 1,276 | $39.1 萬 | 0.00% | −50−3.8% | 減碼 |
| Perritt Capital Management Inc | 1,274 | $39.0 萬 | 0.22% | −20−1.5% | 減碼 |
| Catalyst Financial Partners LLC | 1,272 | $39.0 萬 | 0.17% | +72+6.0% | 加碼 |
| Johnson Financial Group, Inc. | 1,268 | $38.9 萬 | 0.03% | +91+7.7% | 加碼 |
| Wedbush Securities Inc | 1,248 | $38.3 萬 | 0.02% | +137+12.3% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $38.1 萬 | 0.10% | 00.0% | 不變 |
| Ibex Wealth Advisors | 1,241 | $38.0 萬 | 0.10% | −115−8.5% | 減碼 |
| Brookstone Capital Management | 1,219 | $38.0 萬 | 0.01% | −724−37.3% | 減碼 |
| Pinnacle Associates Ltd | 1,234 | $37.8 萬 | 0.01% | +268+27.7% | 加碼 |
| Trust Asset Management LLC | 1,230 | $37.7 萬 | 0.04% | −13−1.0% | 減碼 |
| Edmond de Rothschild Holding S.A. | 1,228 | $37.6 萬 | 0.01% | +96+8.5% | 加碼 |
| Wellington Shields Capital Management, LLC | 1,220 | $37.4 萬 | 0.04% | 00.0% | 不變 |
| Benedetti & Gucer, Inc. | 1,215 | $37.2 萬 | 0.21% | +67+5.8% | 加碼 |
| Weil Company, Inc. | 1,200 | $36.8 萬 | 0.17% | 00.0% | 不變 |
| Scotia Capital Inc. | 1,197 | $36.7 萬 | 0.00% | +401+50.4% | 加碼 |
| DoubleLine ETF Adviser LP | 1,192 | $36.5 萬 | 0.16% | −311−20.7% | 減碼 |
| Hilltop Partners LLC | 1,178 | $36.1 萬 | 0.16% | 00.0% | 不變 |
| FDx Advisors, Inc. | 1,154 | $35.9 萬 | 0.02% | 00.0% | 不變 |
| Flputnam Investment Management Co | 1,167 | $35.8 萬 | 0.01% | +21+1.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 1,153 | $35.3 萬 | 0.07% | +295+34.4% | 加碼 |
| Bailard, Inc. | 1,142 | $35.0 萬 | 0.01% | +23+2.1% | 加碼 |
| Sunflower Bank, N.A. | 1,141 | $35.0 萬 | 0.08% | −75−6.2% | 減碼 |
| Blueshift Asset Management, LLC | 1,139 | $34.9 萬 | 0.15% | +152+15.4% | 加碼 |
| Legacy Advisors, LLC | 1,131 | $34.7 萬 | 0.06% | +1,131 | 新進 |
| Enzi Wealth | 1,110 | $34.6 萬 | 0.18% | 00.0% | 不變 |
| Carlson Capital Management | 1,119 | $34.3 萬 | 0.02% | +14+1.3% | 加碼 |
| Focus Financial Network, Inc. | 1,114 | $34.2 萬 | 0.02% | +17+1.5% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,114 | $34.1 萬 | 0.43% | −190−14.6% | 減碼 |
| Csenge Advisory Group | 1,111 | $34.1 萬 | 0.02% | −382−25.6% | 減碼 |