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。
2024 年第 2 季 13F 持有人
Ameriprise Financial Inc 在 2024/6/30 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
- 1,250
- 較 2024 年第 1 季 +24 家
- 持有股數
- 8,372 萬
- 較 2024 年第 1 季 +7.28 萬 (+0.1%)
- 總市值
- $357.6 億
- 較 2024 年第 1 季 −$8.76 億 (−2.4%)
- 新進機構
- 103
- 另有 479 家加碼
- 清倉機構
- 79
- 另有 415 家減碼
另有 17 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bailard, Inc. | 1,119 | $47.8 萬 | 0.01% | 00.0% | 不變 |
| Enzi Wealth | 1,110 | $48.0 萬 | 0.21% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1,126 | $48.1 萬 | 0.01% | −40−3.4% | 減碼 |
| Bryn Mawr Trust Co | 1,141 | $48.7 萬 | 0.02% | +1+0.1% | 加碼 |
| Contravisory Investment Management, Inc. | 1,141 | $48.7 萬 | 0.11% | −1−0.1% | 減碼 |
| Larson Financial Group LLC | 1,150 | $49.1 萬 | 0.03% | +99+9.4% | 加碼 |
| St Germain D J Co Inc | 1,151 | $49.2 萬 | 0.02% | −109−8.7% | 減碼 |
| Loomis Sayles & Co L P | 1,153 | $49.3 萬 | 0.00% | 00.0% | 不變 |
| FFT Wealth Management LLC | 1,157 | $49.4 萬 | 0.04% | +1+0.1% | 加碼 |
| Clarius Group, LLC | 1,158 | $49.5 萬 | 0.04% | −50−4.1% | 減碼 |
| Warren Averett Asset Management, LLC | 1,160 | $49.6 萬 | 0.01% | +357+44.5% | 加碼 |
| Valeo Financial Advisors, LLC | 1,161 | $49.6 萬 | 0.02% | −52−4.3% | 減碼 |
| Plimoth Trust Co LLC | 1,165 | $49.8 萬 | 0.13% | −50−4.1% | 減碼 |
| Guinness Asset Management LTD | 1,169 | $49.9 萬 | 0.01% | −98−7.7% | 減碼 |
| Sage Mountain Advisors LLC | 1,169 | $49.9 萬 | 0.05% | +50+4.5% | 加碼 |
| Invesco, LLC | 1,179 | $50.4 萬 | 0.21% | −4−0.3% | 減碼 |
| PFG Investments, LLC | 1,182 | $50.5 萬 | 0.04% | −113−8.7% | 減碼 |
| Wealthspire Advisors, LLC | 1,187 | $50.7 萬 | 0.01% | −3−0.3% | 減碼 |
| Weil Company, Inc. | 1,200 | $51.3 萬 | 0.19% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,197 | $51.5 萬 | 0.08% | +948+380.7% | 加碼 |
| Beacon Financial Group | 1,209 | $51.7 萬 | 0.06% | −76−5.9% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 1,209 | $51.7 萬 | 0.02% | +1,209 | 新進 |
| Modera Wealth Management, LLC | 1,211 | $51.7 萬 | 0.01% | +8+0.7% | 加碼 |
| Green Harvest Asset Management LLC | 1,213 | $51.8 萬 | 0.01% | +695+134.2% | 加碼 |
| Focus Financial Network, Inc. | 1,230 | $51.8 萬 | 0.02% | +164+15.4% | 加碼 |
| Bridgefront Capital, LLC | 1,216 | $51.9 萬 | 0.22% | +659+118.3% | 加碼 |
| Arkadios Wealth Advisors | 1,219 | $52.1 萬 | 0.04% | +303+33.1% | 加碼 |
| Wellington Shields Capital Management, LLC | 1,220 | $52.1 萬 | 0.09% | 00.0% | 不變 |
| Panagora Asset Management Inc | 1,224 | $52.3 萬 | 0.00% | −1−0.1% | 減碼 |
| Trust Asset Management LLC | 1,230 | $52.5 萬 | 0.04% | 00.0% | 不變 |
| Paloma Partners Management Co | 1,253 | $53.5 萬 | 0.05% | −1,472−54.0% | 減碼 |
| Petrus Trust Company, LTA | 1,260 | $53.8 萬 | 0.05% | +707+127.8% | 加碼 |
| McLean Asset Management Corp | 1,225 | $54.0 萬 | 0.17% | −60−4.7% | 減碼 |
| Perritt Capital Management Inc | 1,270 | $54.3 萬 | 0.30% | +9+0.7% | 加碼 |
| Fox Run Management, L.L.C. | 1,280 | $54.7 萬 | 0.10% | +440+52.4% | 加碼 |
| Premier Path Wealth Partners, LLC | 1,283 | $54.8 萬 | 0.09% | 00.0% | 不變 |
| Becker Capital Management Inc | 1,295 | $55.3 萬 | 0.02% | −88−6.4% | 減碼 |
| Gabelli Funds LLC | 1,300 | $55.5 萬 | 0.00% | 00.0% | 不變 |
| Coastline Trust Co | 1,300 | $55.5 萬 | 0.07% | 00.0% | 不變 |
| Arlington Trust Co LLC | 1,302 | $55.6 萬 | 0.13% | −20−1.5% | 減碼 |
| Old Port Advisors | 1,316 | $56.2 萬 | 0.17% | +16+1.2% | 加碼 |
| Northcape Wealth Management, LLC | 1,317 | $56.3 萬 | 0.20% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 1,320 | $56.4 萬 | 0.12% | +63+5.0% | 加碼 |
| Charter Oak Capital Management, LLC | 1,327 | $56.7 萬 | 0.06% | −60−4.3% | 減碼 |
| Pinnacle Financial Partners Inc | 1,331 | $56.9 萬 | 0.01% | −3−0.2% | 減碼 |
| Gladstone Institutional Advisory LLC | 1,332 | $56.9 萬 | 0.03% | −46−3.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 1,343 | $57.4 萬 | 0.04% | +724+117.0% | 加碼 |
| Checchi Capital Advisers, LLC | 1,350 | $57.7 萬 | 0.05% | +8+0.6% | 加碼 |
| Insight Advisors, LLC | 1,369 | $58.5 萬 | 0.11% | −98−6.7% | 減碼 |
| SpiderRock Advisors, LLC | 1,370 | $58.5 萬 | 0.02% | +656+91.9% | 加碼 |
| Pinnacle Associates Ltd | 1,390 | $59.4 萬 | 0.01% | −55−3.8% | 減碼 |
| Lyell Wealth Management, LP | 1,404 | $60.0 萬 | 0.06% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,407 | $60.1 萬 | 0.07% | −20−1.4% | 減碼 |
| West Coast Financial LLC | 1,409 | $60.2 萬 | 0.07% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,411 | $60.3 萬 | 0.00% | −2−0.1% | 減碼 |
| Pointe Capital Management LLC | 1,412 | $60.3 萬 | 0.37% | 00.0% | 不變 |
| Mission Wealth Management, LP | 1,412 | $60.3 萬 | 0.02% | +8+0.6% | 加碼 |
| Schechter Investment Advisors, LLC | 1,435 | $61.3 萬 | 0.05% | −106−6.9% | 減碼 |
| Nomura Holdings Inc | 1,437 | $61.4 萬 | 0.00% | +637+79.6% | 加碼 |
| New Century Financial Group, LLC | 1,445 | $61.7 萬 | 0.26% | +814+129.0% | 加碼 |
| Forum Financial Management, LP | 1,460 | $62.4 萬 | 0.01% | +14+1.0% | 加碼 |
| Wedbush Securities Inc | 1,476 | $63.1 萬 | 0.02% | +39+2.7% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 1,482 | $63.3 萬 | 0.02% | −1,032−41.1% | 減碼 |
| Everence Capital Management Inc | 1,540 | $63.4 萬 | 0.04% | 00.0% | 不變 |
| Horizon Investments, LLC | 1,497 | $63.7 萬 | 0.02% | +21+1.4% | 加碼 |
| Coastal Bridge Advisors, LLC | 1,493 | $63.8 萬 | 0.16% | +3+0.2% | 加碼 |
| Profund Advisors LLC | 1,497 | $64.0 萬 | 0.02% | −46−3.0% | 減碼 |
| 1776 Wealth LLC | 1,510 | $64.5 萬 | 0.29% | −6−0.4% | 減碼 |
| Fort Point Capital Partners LLC | 1,517 | $64.8 萬 | 0.08% | −8−0.5% | 減碼 |
| Natixis | 1,518 | $64.8 萬 | 0.00% | −17,749−92.1% | 減碼 |
| Ibex Wealth Advisors | 1,520 | $64.9 萬 | 0.10% | +164+12.1% | 加碼 |
| Berkshire Asset Management LLC | 1,521 | $65.0 萬 | 0.03% | +492+47.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 1,527 | $65.3 萬 | 0.01% | −744−32.8% | 減碼 |
| Kolinsky Wealth Management, LLC | 1,536 | $65.6 萬 | 0.47% | −19−1.2% | 減碼 |
| Integrated Advisors Network LLC | 1,548 | $66.1 萬 | 0.03% | −227−12.8% | 減碼 |
| First Citizens Bank & Trust Co | 1,556 | $66.5 萬 | 0.01% | +13+0.8% | 加碼 |
| Gotham Asset Management, LLC | 1,561 | $66.7 萬 | 0.01% | +340+27.8% | 加碼 |
| Stokes Capital Advisors, LLC | 1,582 | $67.6 萬 | 0.19% | −3−0.2% | 減碼 |
| Sherbrooke Park Advisers LLC | 1,597 | $68.2 萬 | 0.12% | +167+11.7% | 加碼 |
| Eagle Global Advisors LLC | 1,600 | $68.4 萬 | 0.04% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,603 | $68.5 萬 | 0.02% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 1,606 | $68.6 萬 | 0.26% | −127−7.3% | 減碼 |
| Howard Capital Management Group, LLC | 1,609 | $68.7 萬 | 0.05% | 00.0% | 不變 |
| Grove Bank & Trust | 1,615 | $69.0 萬 | 0.11% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,585 | $69.5 萬 | 0.01% | +1,083+215.7% | 加碼 |
| J. W. Coons Advisors, LLC | 1,630 | $69.6 萬 | 0.17% | +230+16.4% | 加碼 |
| Boston Financial Mangement LLC | 1,632 | $69.7 萬 | 0.02% | −89−5.2% | 減碼 |
| Everpar Advisors LLC | 1,644 | $70.2 萬 | 0.35% | +20+1.2% | 加碼 |
| Maven Securities LTD | 1,668 | $71.3 萬 | 0.11% | −1,520−47.7% | 減碼 |
| Argent Trust Co | 1,677 | $71.6 萬 | 0.03% | 00.0% | 不變 |
| Spinnaker Trust | 1,685 | $72.0 萬 | 0.05% | 00.0% | 不變 |
| Brown Financial Advisors | 1,688 | $72.1 萬 | 0.32% | +1,688 | 新進 |
| Grimes & Company, Inc. | 1,689 | $72.2 萬 | 0.02% | +57+3.5% | 加碼 |
| Accel Wealth Management | 1,695 | $72.4 萬 | 0.29% | +213+14.4% | 加碼 |
| Advisors Asset Management, Inc. | 1,700 | $72.6 萬 | 0.01% | +115+7.3% | 加碼 |
| Kestra Investment Management, LLC | 1,712 | $73.1 萬 | 0.05% | +1,712 | 新進 |
| Frank, Rimerman Advisors LLC | 1,714 | $73.2 萬 | 0.05% | +1,714 | 新進 |
| Transcend Wealth Collective, LLC | 1,716 | $73.3 萬 | 0.05% | +111+6.9% | 加碼 |
| DoubleLine ETF Adviser LP | 1,721 | $73.5 萬 | 0.19% | −78−4.3% | 減碼 |
| Congress Wealth Management LLC | 1,730 | $73.9 萬 | 0.01% | +113+7.0% | 加碼 |