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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 2,027 | $95.2 萬 | 0.00% | −537−20.9% | 減碼 |
| Blueshift Asset Management, LLC | 2,025 | $95.1 萬 | 0.24% | +2,025 | 新進 |
| TrinityPoint Wealth, LLC | 2,023 | $95.0 萬 | 0.14% | +129+6.8% | 加碼 |
| Round Rock Advisors, LLC | 2,020 | $94.9 萬 | 0.22% | 00.0% | 不變 |
| Virtus ETF Advisers LLC | 2,014 | $94.6 萬 | 0.44% | +43+2.2% | 加碼 |
| Morse Asset Management, Inc | 2,000 | $94.0 萬 | 0.20% | +2,000 | 新進 |
| Pacific Capital Partners Ltd | 1,998 | $93.9 萬 | 0.55% | 00.0% | 不變 |
| Gateway Advisory, LLC | 1,980 | $93.0 萬 | 0.15% | −79−3.8% | 減碼 |
| Ritholtz Wealth Management | 1,964 | $92.2 萬 | 0.03% | +206+11.7% | 加碼 |
| Douglass Winthrop Advisors, LLC | 1,962 | $92.2 萬 | 0.02% | −55−2.7% | 減碼 |
| Mather Group, LLC. | 1,949 | $91.5 萬 | 0.01% | −213−9.9% | 減碼 |
| FJ Capital Management LLC | 1,937 | $91.0 萬 | 0.10% | −233−10.7% | 減碼 |
| Adapt Wealth Advisors, LLC | 1,935 | $90.9 萬 | 0.49% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 1,918 | $90.1 萬 | 0.03% | −26−1.3% | 減碼 |
| GTS Securities LLC | 1,912 | $89.8 萬 | 0.02% | −6−0.3% | 減碼 |
| Quantitative Investment Management, LLC | 1,912 | $89.8 萬 | 0.09% | +1,912 | 新進 |
| Ci Investments Inc. | 1,906 | $89.5 萬 | 0.00% | +103+5.7% | 加碼 |
| Insigneo Advisory Services, LLC | 1,894 | $89.0 萬 | 0.09% | −10−0.5% | 減碼 |
| Advisors Asset Management, Inc. | 1,888 | $88.7 萬 | 0.02% | +188+11.1% | 加碼 |
| MorganRosel Wealth Management, LLC | 1,871 | $87.9 萬 | 0.29% | −184−9.0% | 減碼 |
| Citizens Financial Group Inc | 1,865 | $87.6 萬 | 0.02% | −28−1.5% | 減碼 |
| Sage Mountain Advisors LLC | 1,857 | $87.2 萬 | 0.07% | +688+58.9% | 加碼 |
| Ontario Teachers Pension Plan Board | 1,855 | $87.1 萬 | 0.01% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 1,851 | $86.9 萬 | 0.02% | −68−3.5% | 減碼 |
| CSS LLC | 1,850 | $86.9 萬 | 0.05% | 00.0% | 不變 |
| Quent Capital, LLC | 1,846 | $86.7 萬 | 0.09% | −13−0.7% | 減碼 |
| First Commonwealth Financial Corp | 1,842 | $86.5 萬 | 0.21% | +35+1.9% | 加碼 |
| Inceptionr LLC | 1,840 | $86.4 萬 | 0.21% | +1,269+222.2% | 加碼 |
| IFP Advisors, Inc | 1,838 | $86.4 萬 | 0.03% | −37−2.0% | 減碼 |
| Dodge & Cox | 1,827 | $85.8 萬 | 0.00% | 00.0% | 不變 |
| Camden Capital, LLC | 1,819 | $85.5 萬 | 0.09% | −872−32.4% | 減碼 |
| Syon Capital LLC | 1,818 | $85.4 萬 | 0.08% | −33−1.8% | 減碼 |
| Prudential PLC | 1,817 | $85.4 萬 | 0.00% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 1,800 | $84.6 萬 | 0.04% | −142−7.3% | 減碼 |
| Legacy Advisors, LLC | 1,793 | $84.2 萬 | 0.09% | +52+3.0% | 加碼 |
| Howard Capital Management Group, LLC | 1,787 | $84.0 萬 | 0.06% | +178+11.1% | 加碼 |
| Rathbone Brothers plc | 1,777 | $83.5 萬 | 0.00% | −50−2.7% | 減碼 |
| Snowden Capital Advisors LLC | 1,769 | $83.1 萬 | 0.02% | −44−2.4% | 減碼 |
| Legacy Trust | 1,752 | $82.3 萬 | 0.19% | 00.0% | 不變 |
| Smithfield Trust Co | 1,729 | $81.2 萬 | 0.04% | +926+115.3% | 加碼 |
| Assetmark, Inc | 1,726 | $81.1 萬 | 0.00% | −7−0.4% | 減碼 |
| Searle & Co. | 1,710 | $80.3 萬 | 0.20% | −1,369−44.5% | 減碼 |
| Frank, Rimerman Advisors LLC | 1,705 | $80.1 萬 | 0.06% | −9−0.5% | 減碼 |
| Gotham Asset Management, LLC | 1,704 | $80.1 萬 | 0.01% | +143+9.2% | 加碼 |
| Accel Wealth Management | 1,688 | $79.3 萬 | 0.30% | −7−0.4% | 減碼 |
| Spinnaker Trust | 1,685 | $79.2 萬 | 0.05% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 1,680 | $79.0 萬 | 0.05% | −36−2.1% | 減碼 |
| Vise Technologies, Inc. | 1,680 | $78.9 萬 | 0.10% | +1,680 | 新進 |
| Argent Trust Co | 1,677 | $78.8 萬 | 0.03% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,672 | $78.6 萬 | 0.02% | −198−10.6% | 減碼 |
| Ronald Blue Trust, Inc. | 1,831 | $78.2 萬 | 0.01% | +246+15.5% | 加碼 |
| Grimes & Company, Inc. | 1,661 | $78.0 萬 | 0.02% | −28−1.7% | 減碼 |
| J. W. Coons Advisors, LLC | 1,639 | $77.0 萬 | 0.19% | +9+0.6% | 加碼 |
| Boston Financial Mangement LLC | 1,618 | $76.0 萬 | 0.02% | −14−0.9% | 減碼 |
| Transamerica Financial Advisors, Inc. | 1,611 | $75.7 萬 | 0.07% | −150−8.5% | 減碼 |
| Pennsylvania Capital Management Inc | 1,607 | $75.5 萬 | 0.27% | +1+0.1% | 加碼 |
| Ancora Advisors, LLC | 1,603 | $75.3 萬 | 0.02% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 1,600 | $75.2 萬 | 0.04% | 00.0% | 不變 |
| Paloma Partners Management Co | 1,600 | $75.2 萬 | 0.04% | +347+27.7% | 加碼 |
| DoubleLine ETF Adviser LP | 1,595 | $74.9 萬 | 0.18% | −126−7.3% | 減碼 |
| Capstone Investment Advisors, LLC | 1,577 | $74.1 萬 | 0.01% | −592−27.3% | 減碼 |
| Horizon Investments, LLC | 1,580 | $74.0 萬 | 0.02% | +83+5.5% | 加碼 |
| Fort Point Capital Partners LLC | 1,573 | $73.9 萬 | 0.09% | +56+3.7% | 加碼 |
| Norden Group LLC | 1,557 | $73.2 萬 | 0.09% | +959+160.4% | 加碼 |
| Profund Advisors LLC | 1,551 | $72.9 萬 | 0.03% | +54+3.6% | 加碼 |
| First Citizens Bank & Trust Co | 1,548 | $72.7 萬 | 0.02% | −8−0.5% | 減碼 |
| Everence Capital Management Inc | 1,540 | $72.4 萬 | 0.05% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 1,538 | $72.3 萬 | 0.49% | −198−11.4% | 減碼 |
| New Century Financial Group, LLC | 1,525 | $71.6 萬 | 0.26% | +80+5.5% | 加碼 |
| Walleye Capital LLC | 1,516 | $71.2 萬 | 0.01% | −1,883−55.4% | 減碼 |
| Stokes Capital Advisors, LLC | 1,512 | $71.0 萬 | 0.18% | −70−4.4% | 減碼 |
| Integrated Advisors Network LLC | 1,500 | $70.5 萬 | 0.03% | −48−3.1% | 減碼 |
| Coastal Bridge Advisors, LLC | 1,495 | $70.2 萬 | 0.17% | +2+0.1% | 加碼 |
| Kolinsky Wealth Management, LLC | 1,491 | $70.0 萬 | 0.46% | −45−2.9% | 減碼 |
| Smartleaf Asset Management LLC | 1,478 | $69.3 萬 | 0.08% | +281+23.5% | 加碼 |
| Forum Financial Management, LP | 1,463 | $68.7 萬 | 0.01% | +3+0.2% | 加碼 |
| Schechter Investment Advisors, LLC | 1,451 | $68.2 萬 | 0.05% | +16+1.1% | 加碼 |
| Brown Brothers Harriman & Co | 1,427 | $67.0 萬 | 0.00% | +16+1.1% | 加碼 |
| West Coast Financial LLC | 1,416 | $66.5 萬 | 0.07% | +7+0.5% | 加碼 |
| Wedbush Securities Inc | 1,415 | $66.5 萬 | 0.02% | −61−4.1% | 減碼 |
| Pointe Capital Management LLC | 1,412 | $66.3 萬 | 0.39% | 00.0% | 不變 |
| Mission Wealth Management, LP | 1,410 | $66.3 萬 | 0.02% | −2−0.1% | 減碼 |
| Crewe Advisors LLC | 1,410 | $66.2 萬 | 0.08% | +3+0.2% | 加碼 |
| Lyell Wealth Management, LP | 1,404 | $66.0 萬 | 0.06% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 1,402 | $65.9 萬 | 0.02% | +1,402 | 新進 |
| Eastern Bank | 1,399 | $65.7 萬 | 0.01% | +1,399 | 新進 |
| 1776 Wealth LLC | 1,396 | $65.6 萬 | 0.29% | −114−7.5% | 減碼 |
| Charter Oak Capital Management, LLC | 1,393 | $65.4 萬 | 0.06% | +66+5.0% | 加碼 |
| Berkshire Asset Management LLC | 1,521 | $65.0 萬 | 0.03% | 00.0% | 不變 |
| Aries Wealth Management | 1,382 | $64.9 萬 | 0.18% | +1,382 | 新進 |
| Insight Advisors, LLC | 1,369 | $64.3 萬 | 0.11% | 00.0% | 不變 |
| Wellington Management Group LLP | 1,366 | $64.2 萬 | 0.00% | −532−28.0% | 減碼 |
| Elyxium Wealth, LLC | 1,366 | $64.2 萬 | 0.35% | +1,366 | 新進 |
| Wealthspire Advisors, LLC | 1,360 | $63.9 萬 | 0.01% | +173+14.6% | 加碼 |
| AE Wealth Management LLC | 1,352 | $63.5 萬 | 0.01% | −690−33.8% | 減碼 |
| Old Port Advisors | 1,351 | $63.5 萬 | 0.18% | +35+2.7% | 加碼 |
| Jones Financial Companies LLLP | 1,347 | $63.2 萬 | 0.00% | +1,050+353.5% | 加碼 |
| Catalyst Financial Partners LLC | 1,336 | $62.8 萬 | 0.12% | +16+1.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,334 | $62.7 萬 | 0.03% | +2+0.2% | 加碼 |
| Larson Financial Group LLC | 1,329 | $62.5 萬 | 0.04% | +179+15.6% | 加碼 |