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 |
|---|---|---|---|---|---|
| Gateway Advisory, LLC | 2,059 | $88.0 萬 | 0.15% | +38+1.9% | 加碼 |
| MorganRosel Wealth Management, LLC | 2,055 | $87.8 萬 | 0.31% | +159+8.4% | 加碼 |
| Stephens Inc | 2,051 | $87.6 萬 | 0.01% | +180+9.6% | 加碼 |
| Fielder Capital Group LLC | 2,048 | $87.5 萬 | 0.34% | −5−0.2% | 減碼 |
| AE Wealth Management LLC | 2,042 | $87.2 萬 | 0.01% | +454+28.6% | 加碼 |
| US Asset Management LLC | 2,023 | $86.4 萬 | 0.78% | −82−3.9% | 減碼 |
| Avantax Advisory Services, Inc. | 2,021 | $86.3 萬 | 0.01% | +2,021 | 新進 |
| Round Rock Advisors, LLC | 2,020 | $86.3 萬 | 0.21% | −15−0.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 2,017 | $86.2 萬 | 0.02% | +2,017 | 新進 |
| Ballentine Partners, LLC | 2,013 | $86.0 萬 | 0.02% | +362+21.9% | 加碼 |
| Pacific Capital Partners Ltd | 1,998 | $85.4 萬 | 0.56% | 00.0% | 不變 |
| Magnetar Financial LLC | 1,995 | $85.2 萬 | 0.02% | +1,995 | 新進 |
| Vishria Bird Financial Group, LLC | 1,994 | $85.2 萬 | 0.36% | +449+29.1% | 加碼 |
| Virtus ETF Advisers LLC | 1,971 | $84.2 萬 | 0.41% | +19+1.0% | 加碼 |
| Atom Investors LP | 1,952 | $83.4 萬 | 0.08% | +1,952 | 新進 |
| Evergreen Capital Management LLC | 1,944 | $83.0 萬 | 0.03% | +70+3.7% | 加碼 |
| Angeles Investment Advisors, LLC | 1,942 | $83.0 萬 | 0.04% | −151−7.2% | 減碼 |
| Central Pacific Bank - Trust Division | 1,941 | $82.9 萬 | 0.10% | +421+27.7% | 加碼 |
| Adapt Wealth Advisors, LLC | 1,935 | $82.7 萬 | 0.52% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 1,919 | $82.0 萬 | 0.02% | +35+1.9% | 加碼 |
| GTS Securities LLC | 1,918 | $81.9 萬 | 0.02% | +1,918 | 新進 |
| Wellington Management Group LLP | 1,898 | $81.1 萬 | 0.00% | −5,065−72.7% | 減碼 |
| TrinityPoint Wealth, LLC | 1,894 | $80.9 萬 | 0.13% | +12+0.6% | 加碼 |
| Citizens Financial Group Inc | 1,893 | $80.9 萬 | 0.02% | +553+41.3% | 加碼 |
| Gratus Wealth Advisors, LLC | 1,968 | $80.9 萬 | 0.14% | +81+4.3% | 加碼 |
| Boothbay Fund Management, LLC | 1,876 | $80.1 萬 | 0.03% | +1,876 | 新進 |
| IFP Advisors, Inc | 1,875 | $80.1 萬 | 0.03% | +112+6.4% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,870 | $79.9 萬 | 0.03% | −399−17.6% | 減碼 |
| Quent Capital, LLC | 1,859 | $79.4 萬 | 0.09% | +1+0.1% | 加碼 |
| Ontario Teachers Pension Plan Board | 1,855 | $79.2 萬 | 0.01% | −1,601−46.3% | 減碼 |
| Lebenthal Global Advisors, LLC | 1,854 | $79.2 萬 | 0.17% | +258+16.2% | 加碼 |
| Syon Capital LLC | 1,851 | $79.1 萬 | 0.07% | +20+1.1% | 加碼 |
| Basepoint Wealth LLC | 1,851 | $79.1 萬 | 0.62% | +5+0.3% | 加碼 |
| CSS LLC | 1,850 | $79.0 萬 | 0.06% | +400+27.6% | 加碼 |
| Dodge & Cox | 1,827 | $78.0 萬 | 0.00% | 00.0% | 不變 |
| Rathbone Brothers plc | 1,827 | $78.0 萬 | 0.00% | +145+8.6% | 加碼 |
| Prudential PLC | 1,817 | $77.6 萬 | 0.01% | +625+52.4% | 加碼 |
| V-Square Quantitative Management LLC | 1,815 | $77.5 萬 | 0.13% | −2,099−53.6% | 減碼 |
| EP Wealth Advisors, LLC | 1,815 | $77.5 萬 | 0.01% | +196+12.1% | 加碼 |
| Snowden Capital Advisors LLC | 1,813 | $77.4 萬 | 0.02% | +219+13.7% | 加碼 |
| First Commonwealth Financial Corp | 1,807 | $77.2 萬 | 0.20% | +40+2.3% | 加碼 |
| Ci Investments Inc. | 1,803 | $77.0 萬 | 0.00% | +104+6.1% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1,761 | $75.3 萬 | 0.08% | 00.0% | 不變 |
| Ritholtz Wealth Management | 1,758 | $75.1 萬 | 0.02% | −36−2.0% | 減碼 |
| Legacy Trust | 1,752 | $74.8 萬 | 0.19% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 1,904 | $74.6 萬 | 0.08% | +113+6.3% | 加碼 |
| Legacy Advisors, LLC | 1,741 | $74.4 萬 | 0.09% | +14+0.8% | 加碼 |
| OmniStar Financial Group, Inc. | 1,741 | $74.4 萬 | 0.67% | +16+0.9% | 加碼 |
| Evergreen Wealth Solutions, LLC | 1,736 | $74.1 萬 | 0.53% | −181−9.4% | 減碼 |
| Assetmark, Inc | 1,733 | $74.1 萬 | 0.00% | +27+1.6% | 加碼 |
| Congress Wealth Management LLC | 1,730 | $73.9 萬 | 0.01% | +113+7.0% | 加碼 |
| DoubleLine ETF Adviser LP | 1,721 | $73.5 萬 | 0.19% | −78−4.3% | 減碼 |
| Transcend Wealth Collective, LLC | 1,716 | $73.3 萬 | 0.05% | +111+6.9% | 加碼 |
| Frank, Rimerman Advisors LLC | 1,714 | $73.2 萬 | 0.05% | +1,714 | 新進 |
| Kestra Investment Management, LLC | 1,712 | $73.1 萬 | 0.05% | +1,712 | 新進 |
| Advisors Asset Management, Inc. | 1,700 | $72.6 萬 | 0.01% | +115+7.3% | 加碼 |
| Accel Wealth Management | 1,695 | $72.4 萬 | 0.29% | +213+14.4% | 加碼 |
| Grimes & Company, Inc. | 1,689 | $72.2 萬 | 0.02% | +57+3.5% | 加碼 |
| Brown Financial Advisors | 1,688 | $72.1 萬 | 0.32% | +1,688 | 新進 |
| Spinnaker Trust | 1,685 | $72.0 萬 | 0.05% | 00.0% | 不變 |
| Argent Trust Co | 1,677 | $71.6 萬 | 0.03% | 00.0% | 不變 |
| Maven Securities LTD | 1,668 | $71.3 萬 | 0.11% | −1,520−47.7% | 減碼 |
| Everpar Advisors LLC | 1,644 | $70.2 萬 | 0.35% | +20+1.2% | 加碼 |
| Boston Financial Mangement LLC | 1,632 | $69.7 萬 | 0.02% | −89−5.2% | 減碼 |
| J. W. Coons Advisors, LLC | 1,630 | $69.6 萬 | 0.17% | +230+16.4% | 加碼 |
| Ronald Blue Trust, Inc. | 1,585 | $69.5 萬 | 0.01% | +1,083+215.7% | 加碼 |
| Grove Bank & Trust | 1,615 | $69.0 萬 | 0.11% | 00.0% | 不變 |
| Howard Capital Management Group, LLC | 1,609 | $68.7 萬 | 0.05% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 1,606 | $68.6 萬 | 0.26% | −127−7.3% | 減碼 |
| Ancora Advisors, LLC | 1,603 | $68.5 萬 | 0.02% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 1,600 | $68.4 萬 | 0.04% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 1,597 | $68.2 萬 | 0.12% | +167+11.7% | 加碼 |
| Stokes Capital Advisors, LLC | 1,582 | $67.6 萬 | 0.19% | −3−0.2% | 減碼 |
| Gotham Asset Management, LLC | 1,561 | $66.7 萬 | 0.01% | +340+27.8% | 加碼 |
| First Citizens Bank & Trust Co | 1,556 | $66.5 萬 | 0.01% | +13+0.8% | 加碼 |
| Integrated Advisors Network LLC | 1,548 | $66.1 萬 | 0.03% | −227−12.8% | 減碼 |
| Kolinsky Wealth Management, LLC | 1,536 | $65.6 萬 | 0.47% | −19−1.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 1,527 | $65.3 萬 | 0.01% | −744−32.8% | 減碼 |
| Berkshire Asset Management LLC | 1,521 | $65.0 萬 | 0.03% | +492+47.8% | 加碼 |
| Ibex Wealth Advisors | 1,520 | $64.9 萬 | 0.10% | +164+12.1% | 加碼 |
| Natixis | 1,518 | $64.8 萬 | 0.00% | −17,749−92.1% | 減碼 |
| Fort Point Capital Partners LLC | 1,517 | $64.8 萬 | 0.08% | −8−0.5% | 減碼 |
| 1776 Wealth LLC | 1,510 | $64.5 萬 | 0.29% | −6−0.4% | 減碼 |
| Profund Advisors LLC | 1,497 | $64.0 萬 | 0.02% | −46−3.0% | 減碼 |
| Coastal Bridge Advisors, LLC | 1,493 | $63.8 萬 | 0.16% | +3+0.2% | 加碼 |
| Horizon Investments, LLC | 1,497 | $63.7 萬 | 0.02% | +21+1.4% | 加碼 |
| Everence Capital Management Inc | 1,540 | $63.4 萬 | 0.04% | 00.0% | 不變 |
| Stonehage Fleming Financial Services Holdings Ltd | 1,482 | $63.3 萬 | 0.02% | −1,032−41.1% | 減碼 |
| Wedbush Securities Inc | 1,476 | $63.1 萬 | 0.02% | +39+2.7% | 加碼 |
| Forum Financial Management, LP | 1,460 | $62.4 萬 | 0.01% | +14+1.0% | 加碼 |
| New Century Financial Group, LLC | 1,445 | $61.7 萬 | 0.26% | +814+129.0% | 加碼 |
| Nomura Holdings Inc | 1,437 | $61.4 萬 | 0.00% | +637+79.6% | 加碼 |
| Schechter Investment Advisors, LLC | 1,435 | $61.3 萬 | 0.05% | −106−6.9% | 減碼 |
| Mission Wealth Management, LP | 1,412 | $60.3 萬 | 0.02% | +8+0.6% | 加碼 |
| Pointe Capital Management LLC | 1,412 | $60.3 萬 | 0.37% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,411 | $60.3 萬 | 0.00% | −2−0.1% | 減碼 |
| West Coast Financial LLC | 1,409 | $60.2 萬 | 0.07% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,407 | $60.1 萬 | 0.07% | −20−1.4% | 減碼 |
| Lyell Wealth Management, LP | 1,404 | $60.0 萬 | 0.06% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 1,390 | $59.4 萬 | 0.01% | −55−3.8% | 減碼 |