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 3 季 13F 持有人
Ameriprise Financial Inc 在 2024/9/30 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
- 1,267
- 較 2024 年第 2 季 +31 家
- 持有股數
- 8,276 萬
- 較 2024 年第 2 季 +773.5 萬 (+10.3%)
- 總市值
- $388.4 億
- 較 2024 年第 2 季 +$67.9 億 (+21.2%)
- 新進機構
- 111
- 另有 427 家加碼
- 清倉機構
- 80
- 另有 459 家減碼
另有 14 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank Ozk | 4,046 | $190.1 萬 | 0.79% | −48−1.2% | 減碼 |
| Quadrant Capital Group LLC | 4,048 | $190.2 萬 | 0.13% | −31−0.8% | 減碼 |
| Kennebec Savings Bank | 4,066 | $191.0 萬 | 1.89% | +4,066 | 新進 |
| GAMMA Investing LLC | 4,102 | $192.7 萬 | 0.19% | +554+15.6% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,103 | $192.8 萬 | 0.19% | −172−4.0% | 減碼 |
| Norinchukin Bank, The | 4,144 | $194.7 萬 | 0.05% | +588+16.5% | 加碼 |
| NEOS Investment Management LLC | 4,156 | $195.3 萬 | 0.06% | +812+24.3% | 加碼 |
| Parallel Advisors, LLC | 4,171 | $196.0 萬 | 0.05% | +23+0.6% | 加碼 |
| Ramirez Asset Management, Inc. | 4,197 | $197.2 萬 | 0.38% | 00.0% | 不變 |
| Adviser Investments LLC | 4,210 | $197.8 萬 | 0.02% | +20.0% | 加碼 |
| United Capital Financial Advisers, LLC | 4,289 | $201.5 萬 | 0.02% | −116−2.6% | 減碼 |
| TruWealth Advisors, LLC | 4,289 | $201.5 萬 | 0.12% | 00.0% | 不變 |
| Chicago Trust Co NA | 4,290 | $201.5 萬 | 0.35% | +236+5.8% | 加碼 |
| Connecticut Wealth Management, LLC | 4,369 | $205.2 萬 | 0.10% | −123−2.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,397 | $206.5 萬 | 0.01% | +1,275+40.8% | 加碼 |
| Unigestion Holding SA | 4,436 | $208.4 萬 | 0.10% | +1,971+80.0% | 加碼 |
| BFSG, LLC | 4,477 | $210.3 萬 | 0.24% | +520+13.1% | 加碼 |
| D.A. Davidson & Co. | 4,491 | $211.0 萬 | 0.02% | +47+1.1% | 加碼 |
| Paradigm Asset Management Co LLC | 4,500 | $211.4 萬 | 0.55% | 00.0% | 不變 |
| Eley Financial Management, Inc | 4,528 | $212.7 萬 | 0.86% | −114−2.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 4,573 | $214.8 萬 | 0.03% | −469−9.3% | 減碼 |
| Harfst & Associates, Inc. | 4,577 | $215.0 萬 | 0.48% | +982+27.3% | 加碼 |
| Allworth Financial LP | 4,580 | $215.2 萬 | 0.01% | +614+15.5% | 加碼 |
| Meeder Advisory Services, Inc. | 4,590 | $215.7 萬 | 0.14% | −259−5.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 4,641 | $218.0 萬 | 0.03% | −114−2.4% | 減碼 |
| Congress Wealth Management LLC | 4,692 | $220.5 萬 | 0.03% | +2,962+171.2% | 加碼 |
| Principal Securities, Inc. | 4,702 | $220.9 萬 | 0.05% | +132+2.9% | 加碼 |
| Affinity Investment Advisors, LLC | 4,714 | $221.5 萬 | 1.52% | −64−1.3% | 減碼 |
| CNB Bank | 4,770 | $224.1 萬 | 1.04% | −318−6.3% | 減碼 |
| Independent Advisor Alliance | 4,773 | $224.2 萬 | 0.08% | −79−1.6% | 減碼 |
| Peddock Capital Advisors, LLC | 4,803 | $225.7 萬 | 0.54% | +70+1.5% | 加碼 |
| LMCG Investments, LLC | 4,817 | $226.3 萬 | 0.14% | −2,309−32.4% | 減碼 |
| New Mexico Educational Retirement Board | 4,881 | $229.3 萬 | 0.08% | −200−3.9% | 減碼 |
| Greenleaf Trust | 4,901 | $230.3 萬 | 0.02% | +30+0.6% | 加碼 |
| Hilltop National Bank | 4,919 | $231.1 萬 | 0.70% | +74+1.5% | 加碼 |
| ING Groep NV | 4,949 | $232.5 萬 | 0.01% | −7,336−59.7% | 減碼 |
| MAI Capital Management | 4,995 | $234.7 萬 | 0.02% | −565−10.2% | 減碼 |
| BKD Wealth Advisors, LLC | 5,006 | $235.2 萬 | 0.05% | −39−0.8% | 減碼 |
| Veriti Management LLC | 5,013 | $235.5 萬 | 0.13% | +947+23.3% | 加碼 |
| Bryn Mawr Trust Co | 5,014 | $235.6 萬 | 0.04% | +3,873+339.4% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 5,023 | $236.0 萬 | 2.13% | −193−3.7% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 5,068 | $238.1 萬 | 0.13% | +3,725+277.4% | 加碼 |
| Auxier Asset Management | 5,081 | $238.7 萬 | 0.35% | 00.0% | 不變 |
| Cove Private Wealth, LLC | 5,123 | $240.7 萬 | 1.87% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 5,175 | $243.1 萬 | 0.00% | −973−15.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 5,232 | $245.8 萬 | 0.04% | −11,266−68.3% | 減碼 |
| Montecito Bank & Trust | 5,241 | $246.2 萬 | 0.42% | +1,358+35.0% | 加碼 |
| Bradley Foster & Sargent Inc | 5,350 | $251.3 萬 | 0.04% | +800+17.6% | 加碼 |
| CIBC World Markets Inc. | 5,354 | $251.5 萬 | 0.01% | −45−0.8% | 減碼 |
| Leisure Capital Management | 5,355 | $251.6 萬 | 1.08% | 00.0% | 不變 |
| Flputnam Investment Management Co | 6,279 | $252.7 萬 | 0.05% | −49−0.8% | 減碼 |
| 17 Capital Partners, LLC | 5,405 | $253.9 萬 | 1.65% | 00.0% | 不變 |
| Nations Financial Group Inc, | 5,407 | $254.0 萬 | 0.18% | +180+3.4% | 加碼 |
| Securian Asset Management, Inc | 5,465 | $256.8 萬 | 0.07% | −305−5.3% | 減碼 |
| Louisiana State Employees Retirement System | 5,500 | $258.4 萬 | 0.05% | −100−1.8% | 減碼 |
| Sequoia Financial Advisors, LLC | 5,503 | $258.6 萬 | 0.03% | +1,952+55.0% | 加碼 |
| Rakuten Investment Management, Inc. | 5,584 | $261.7 萬 | 0.02% | +1,343+31.7% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 5,628 | $264.4 萬 | 0.80% | +75+1.4% | 加碼 |
| Vestcor Inc | 5,667 | $266.2 萬 | 0.08% | +2,289+67.8% | 加碼 |
| Quartz Partners, LLC | 5,678 | $266.7 萬 | 1.67% | +5,678 | 新進 |
| Maryland State Retirement & Pension System | 5,711 | $268.3 萬 | 0.06% | −2,152−27.4% | 減碼 |
| Procyon Private Wealth Partners, LLC | 5,812 | $273.0 萬 | 0.19% | −54−0.9% | 減碼 |
| FORA Capital, LLC | 5,852 | $274.9 萬 | 0.32% | −5,368−47.8% | 減碼 |
| Castellan Group, LLC | 5,866 | $275.6 萬 | 1.16% | −250−4.1% | 減碼 |
| Acadian Asset Management LLC | 5,878 | $275.9 萬 | 0.01% | +2,309+64.7% | 加碼 |
| IMA Wealth, Inc. | 5,902 | $277.3 萬 | 0.60% | −18−0.3% | 減碼 |
| Ibex Wealth Advisors | 38,253 | $280.1 萬 | 0.90% | +36,733+2,416.6% | 加碼 |
| Quest Partners LLC | 5,997 | $281.7 萬 | 0.25% | +1,718+40.1% | 加碼 |
| Aviance Capital Partners, LLC | 6,000 | $281.9 萬 | 0.37% | −7−0.1% | 減碼 |
| CAPROCK Group, Inc. | 6,020 | $282.8 萬 | 0.10% | +15+0.2% | 加碼 |
| Donoghue Forlines LLC | 6,099 | $286.5 萬 | 0.82% | +2,634+76.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 6,100 | $286.6 萬 | 0.09% | −231−3.6% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,155 | $289.2 萬 | 0.01% | +1,009+19.6% | 加碼 |
| Chesley Taft & Associates LLC | 6,166 | $289.7 萬 | 0.14% | −396−6.0% | 減碼 |
| Hartford Investment Management Co | 6,179 | $290.3 萬 | 0.10% | −204−3.2% | 減碼 |
| Family Management Corp | 6,191 | $290.9 萬 | 0.48% | 00.0% | 不變 |
| Loudon Investment Management, LLC | 6,217 | $292.1 萬 | 1.60% | −55−0.9% | 減碼 |
| Summit Financial, LLC | 6,276 | $294.9 萬 | 0.12% | +39+0.6% | 加碼 |
| Intech Investment Management LLC | 6,279 | $295.0 萬 | 0.03% | −144−2.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 6,343 | $298.0 萬 | 0.01% | −168−2.6% | 減碼 |
| Oppenheimer & Co Inc | 6,358 | $298.7 萬 | 0.05% | +1,275+25.1% | 加碼 |
| Mizuho Securities USA LLC | 6,367 | $299.1 萬 | 0.06% | −1,292−16.9% | 減碼 |
| Private Advisor Group, LLC | 6,417 | $301.5 萬 | 0.02% | +612+10.5% | 加碼 |
| Bridgeway Capital Management, LLC | 6,540 | $307.3 萬 | 0.07% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 6,566 | $308.4 萬 | 0.06% | +4,007+156.6% | 加碼 |
| Fifth Third Bancorp | 6,569 | $308.6 萬 | 0.01% | −575−8.0% | 減碼 |
| ExodusPoint Capital Management, LP | 6,618 | $310.9 萬 | 0.03% | +6,618 | 新進 |
| Dean Investment Associates, LLC | 6,635 | $311.7 萬 | 0.42% | −1,024−13.4% | 減碼 |
| Savant Capital, LLC | 6,663 | $313.0 萬 | 0.03% | −303−4.3% | 減碼 |
| First Hawaiian Bank | 6,782 | $318.6 萬 | 0.10% | +1,175+21.0% | 加碼 |
| New Hampshire Trust | 6,827 | $320.7 萬 | 0.69% | +95+1.4% | 加碼 |
| RSM US Wealth Management LLC | 6,782 | $320.9 萬 | 0.05% | +167+2.5% | 加碼 |
| Kentucky Retirement Systems | 6,840 | $321.4 萬 | 0.09% | −645−8.6% | 減碼 |
| Johnson Investment Counsel Inc | 6,914 | $324.8 萬 | 0.03% | −7−0.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 6,978 | $327.8 萬 | 0.03% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. Holding AG | 6,978 | $327.8 萬 | 0.03% | +6,978 | 新進 |
| Plato Investment Management Ltd | 6,992 | $328.2 萬 | 0.27% | +202+3.0% | 加碼 |
| FineMark National Bank & Trust | 6,999 | $328.8 萬 | 0.11% | −19−0.3% | 減碼 |
| Carret Asset Management, LLC | 7,033 | $330.4 萬 | 0.36% | −150−2.1% | 減碼 |
| Great Diamond Partners, LLC | 7,034 | $330.5 萬 | 0.84% | −782−10.0% | 減碼 |