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 4 季 13F 持有人
Ameriprise Financial Inc 在 2023/12/31 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
- 1,163
- 較 2023 年第 3 季 +97 家
- 持有股數
- 8,430 萬
- 較 2023 年第 3 季 −57.0 萬 (−0.7%)
- 總市值
- $320.3 億
- 較 2023 年第 3 季 +$40.6 億 (+14.5%)
- 新進機構
- 169
- 另有 339 家加碼
- 清倉機構
- 72
- 另有 438 家減碼
另有 21 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 1,767 | $67.1 萬 | 0.09% | +40+2.3% | 加碼 |
| Qsemble Capital Management, LP | 1,761 | $66.9 萬 | 0.17% | −439−20.0% | 減碼 |
| First Commonwealth Financial Corp | 1,756 | $66.7 萬 | 0.21% | +34+2.0% | 加碼 |
| Banque Cantonale Vaudoise | 1,750 | $66.5 萬 | 0.03% | −547−23.8% | 減碼 |
| ERn Financial, LLC | 1,771 | $66.4 萬 | 0.13% | −1−0.1% | 減碼 |
| Rathbone Brothers plc | 1,747 | $66.4 萬 | 0.00% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 1,745 | $66.3 萬 | 0.02% | 00.0% | 不變 |
| Ritholtz Wealth Management | 1,742 | $66.2 萬 | 0.03% | −13−0.7% | 減碼 |
| Pennsylvania Capital Management Inc | 1,733 | $65.8 萬 | 0.26% | −4−0.2% | 減碼 |
| Zhang Financial LLC | 1,724 | $65.5 萬 | 0.06% | +203+13.3% | 加碼 |
| Legacy Trust | 1,702 | $64.6 萬 | 0.17% | −2−0.1% | 減碼 |
| DoubleLine ETF Adviser LP | 1,701 | $64.6 萬 | 0.19% | +121+7.7% | 加碼 |
| TrinityPoint Wealth, LLC | 1,697 | $64.5 萬 | 0.12% | +227+15.4% | 加碼 |
| Assetmark, Inc | 1,686 | $64.0 萬 | 0.00% | −42−2.4% | 減碼 |
| Spinnaker Trust | 1,685 | $64.0 萬 | 0.04% | 00.0% | 不變 |
| Argent Trust Co | 1,680 | $63.8 萬 | 0.03% | −15−0.9% | 減碼 |
| Insigneo Advisory Services, LLC | 1,661 | $63.1 萬 | 0.09% | −14−0.8% | 減碼 |
| Citizens Financial Group Inc | 1,661 | $63.1 萬 | 0.02% | +639+62.5% | 加碼 |
| Legacy Advisors, LLC | 1,650 | $62.7 萬 | 0.08% | +556+50.8% | 加碼 |
| EP Wealth Advisors, LLC | 1,648 | $62.6 萬 | 0.01% | +95+6.1% | 加碼 |
| Transcend Wealth Collective, LLC | 1,641 | $62.3 萬 | 0.06% | −58−3.4% | 減碼 |
| Grove Bank & Trust | 1,638 | $62.2 萬 | 0.11% | −99−5.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,634 | $62.1 萬 | 0.01% | 00.0% | 不變 |
| Grimes & Company, Inc. | 1,631 | $61.9 萬 | 0.02% | −1−0.1% | 減碼 |
| Geller Advisors LLC | 1,620 | $61.5 萬 | 0.06% | −23−1.4% | 減碼 |
| KLR Investment Advisors, LLC | 1,612 | $61.2 萬 | 0.44% | +157+10.8% | 加碼 |
| Ballentine Partners, LLC | 1,609 | $61.1 萬 | 0.01% | +96+6.3% | 加碼 |
| Howard Capital Management Group, LLC | 1,609 | $61.1 萬 | 0.05% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,603 | $60.9 萬 | 0.01% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 1,600 | $60.8 萬 | 0.04% | +120+8.1% | 加碼 |
| Plimoth Trust Co LLC | 1,580 | $60.0 萬 | 0.17% | −10−0.6% | 減碼 |
| Accel Wealth Management | 1,577 | $59.9 萬 | 0.30% | +35+2.3% | 加碼 |
| Congress Wealth Management LLC | 1,552 | $58.9 萬 | 0.01% | +23+1.5% | 加碼 |
| Vishria Bird Financial Group, LLC | 1,545 | $58.7 萬 | 0.28% | +1+0.1% | 加碼 |
| Everence Capital Management Inc | 1,540 | $58.5 萬 | 0.04% | −2,880−65.2% | 減碼 |
| Schechter Investment Advisors, LLC | 1,538 | $58.4 萬 | 0.05% | −32−2.0% | 減碼 |
| Basepoint Wealth LLC | 1,536 | $58.3 萬 | 0.47% | +16+1.1% | 加碼 |
| 1776 Wealth LLC | 1,533 | $58.2 萬 | 0.29% | +61+4.1% | 加碼 |
| Valeo Financial Advisors, LLC | 1,527 | $58.0 萬 | 0.02% | +272+21.7% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 1,527 | $58.0 萬 | 0.02% | −706−31.6% | 減碼 |
| Fort Point Capital Partners LLC | 1,525 | $57.9 萬 | 0.09% | −96−5.9% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,509 | $57.3 萬 | 0.02% | +1,158+329.9% | 加碼 |
| Kolinsky Wealth Management, LLC | 1,502 | $57.1 萬 | 0.50% | −7−0.5% | 減碼 |
| Gabelli Funds LLC | 1,500 | $57.0 萬 | 0.00% | 00.0% | 不變 |
| Inceptionr LLC | 1,499 | $56.9 萬 | 0.41% | +637+73.9% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,498 | $56.9 萬 | 0.03% | −69−4.4% | 減碼 |
| BFSG, LLC | 1,491 | $56.6 萬 | 0.08% | +1,491 | 新進 |
| Coastal Bridge Advisors, LLC | 1,488 | $56.5 萬 | 0.14% | +3+0.2% | 加碼 |
| Eisler Capital (UK) Ltd. | 1,480 | $56.2 萬 | 0.05% | −1,226−45.3% | 減碼 |
| Renasant Bank | 1,478 | $56.1 萬 | 0.45% | +9+0.6% | 加碼 |
| Baker Tilly Wealth Management, LLC | 1,470 | $55.8 萬 | 0.09% | −177−10.7% | 減碼 |
| Searle & Co. | 1,469 | $55.8 萬 | 0.15% | +1,469 | 新進 |
| Becker Capital Management Inc | 1,468 | $55.8 萬 | 0.02% | 00.0% | 不變 |
| Insight Advisors, LLC | 1,467 | $55.7 萬 | 0.12% | −10−0.7% | 減碼 |
| Guinness Asset Management LTD | 1,460 | $55.5 萬 | 0.01% | −192−11.6% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 3,208 | $55.0 萬 | 0.02% | +3,208 | 新進 |
| Forum Financial Management, LP | 1,446 | $54.9 萬 | 0.01% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 1,440 | $54.7 萬 | 0.13% | +1,440 | 新進 |
| NEOS Investment Management LLC | 1,434 | $54.5 萬 | 0.05% | +671+87.9% | 加碼 |
| Mission Wealth Management, LP | 1,414 | $53.7 萬 | 0.02% | +24+1.7% | 加碼 |
| Pointe Capital Management LLC | 1,412 | $53.6 萬 | 0.37% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,405 | $53.4 萬 | 0.00% | +733+109.1% | 加碼 |
| Lyell Wealth Management, LP | 1,404 | $53.3 萬 | 0.06% | 00.0% | 不變 |
| Ci Investments Inc. | 1,402 | $53.3 萬 | 0.00% | +66+4.9% | 加碼 |
| Horizon Investments, LLC | 1,401 | $53.0 萬 | 0.01% | −28−2.0% | 減碼 |
| We Are One Seven, LLC | 1,382 | $52.5 萬 | 0.03% | −16−1.1% | 減碼 |
| Beacon Financial Group | 1,381 | $52.5 萬 | 0.06% | +387+38.9% | 加碼 |
| Capstone Investment Advisors, LLC | 1,375 | $52.2 萬 | 0.01% | +772+128.0% | 加碼 |
| Dakota Community Bank & Trust NA | 1,367 | $51.9 萬 | 2.91% | +24+1.8% | 加碼 |
| Martingale Asset Management L P | 1,366 | $51.9 萬 | 0.01% | −1−0.1% | 減碼 |
| Catalyst Financial Partners LLC | 1,366 | $51.9 萬 | 0.15% | +16+1.2% | 加碼 |
| Profund Advisors LLC | 1,361 | $51.7 萬 | 0.02% | +184+15.6% | 加碼 |
| West Coast Financial LLC | 1,359 | $51.6 萬 | 0.07% | +1,359 | 新進 |
| Checchi Capital Advisers, LLC | 1,344 | $51.0 萬 | 0.04% | +4+0.3% | 加碼 |
| McLean Asset Management Corp | 1,325 | $50.6 萬 | 0.19% | +1+0.1% | 加碼 |
| Wealthspire Advisors, LLC | 1,331 | $50.6 萬 | 0.01% | +284+27.1% | 加碼 |
| Charter Oak Capital Management, LLC | 1,327 | $50.4 萬 | 0.06% | −217−14.1% | 減碼 |
| Arlington Trust Co LLC | 1,326 | $50.4 萬 | 0.14% | +1,326 | 新進 |
| Wedbush Securities Inc | 1,324 | $50.3 萬 | 0.02% | +31+2.4% | 加碼 |
| Belpointe Asset Management LLC | 1,323 | $50.3 萬 | 0.04% | +22+1.7% | 加碼 |
| Northcape Wealth Management, LLC | 1,317 | $50.0 萬 | 0.18% | 00.0% | 不變 |
| Cipher Capital LP | 1,315 | $49.9 萬 | 0.16% | +1,315 | 新進 |
| Convergence Investment Partners, LLC | 1,311 | $49.8 萬 | 0.26% | +238+22.2% | 加碼 |
| Clarius Group, LLC | 1,311 | $49.8 萬 | 0.04% | −75−5.4% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 1,308 | $49.7 萬 | 0.26% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 1,303 | $49.5 萬 | 0.01% | −21−1.6% | 減碼 |
| EHP Funds Inc. | 1,300 | $49.4 萬 | 0.25% | −1,400−51.9% | 減碼 |
| Coastline Trust Co | 1,300 | $49.4 萬 | 0.07% | 00.0% | 不變 |
| Estabrook Capital Management | 1,300 | $49.4 萬 | 0.08% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 1,291 | $49.0 萬 | 0.05% | +616+91.3% | 加碼 |
| Premier Path Wealth Partners, LLC | 1,314 | $48.8 萬 | 0.11% | +1,314 | 新進 |
| Fort Washington Investment Advisors Inc | 1,277 | $48.5 萬 | 0.00% | 00.0% | 不變 |
| Old Port Advisors | 1,277 | $48.5 萬 | 0.16% | +62+5.1% | 加碼 |
| St Germain D J Co Inc | 1,273 | $48.4 萬 | 0.03% | −60−4.5% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 1,242 | $47.2 萬 | 0.11% | 00.0% | 不變 |
| Trust Asset Management LLC | 1,230 | $46.7 萬 | 0.05% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 1,230 | $46.7 萬 | 0.02% | +4+0.3% | 加碼 |
| CenterBook Partners LP | 1,226 | $46.6 萬 | 0.06% | −1,314−51.7% | 減碼 |
| Panagora Asset Management Inc | 1,225 | $46.5 萬 | 0.00% | −37−2.9% | 減碼 |
| Wellington Shields Capital Management, LLC | 1,220 | $46.3 萬 | 0.06% | 00.0% | 不變 |