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 4 季 13F 持有人
Ameriprise Financial Inc 在 2024/12/31 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
- 1,391
- 較 2024 年第 3 季 +149 家
- 持有股數
- 8,300 萬
- 較 2024 年第 3 季 +48.3 萬 (+0.6%)
- 總市值
- $441.7 億
- 較 2024 年第 3 季 +$54.5 億 (+14.1%)
- 新進機構
- 208
- 另有 426 家加碼
- 清倉機構
- 59
- 另有 495 家減碼
另有 25 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Burt Wealth Advisors | 1,061 | $56.5 萬 | 0.14% | −50−4.5% | 減碼 |
| Evercore Wealth Management, LLC | 1,065 | $56.7 萬 | 0.01% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 1,065 | $56.7 萬 | 0.01% | +324+43.7% | 加碼 |
| Invst, LLC | 1,073 | $57.1 萬 | 0.07% | +1+0.1% | 加碼 |
| B&L Asset Management LLC | 1,080 | $57.5 萬 | 0.36% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 1,082 | $57.6 萬 | 0.00% | 00.0% | 不變 |
| Aries Wealth Management | 1,082 | $57.6 萬 | 0.16% | −300−21.7% | 減碼 |
| McRae Capital Management Inc | 1,085 | $57.8 萬 | 0.11% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 1,084 | $57.8 萬 | 0.01% | +85+8.5% | 加碼 |
| Aurora Private Wealth, Inc. | 1,091 | $58.1 萬 | 0.44% | 00.0% | 不變 |
| First Business Financial Services, Inc. | 1,093 | $58.2 萬 | 0.06% | 00.0% | 不變 |
| Segment Wealth Management, LLC | 1,101 | $58.6 萬 | 0.04% | 00.0% | 不變 |
| Independence Bank of Kentucky | 1,106 | $58.9 萬 | 0.09% | −2−0.2% | 減碼 |
| Dakota Community Bank & Trust NA | 1,109 | $59.0 萬 | 2.81% | −6−0.5% | 減碼 |
| Frederick Financial Consultants, LLC | 1,115 | $59.4 萬 | 0.47% | +1,115 | 新進 |
| Pinnacle Financial Partners Inc | 1,116 | $59.4 萬 | 0.01% | +32+3.0% | 加碼 |
| Beacon Financial Group | 1,123 | $59.8 萬 | 0.06% | −37−3.2% | 減碼 |
| Michels Family Financial, LLC | 1,125 | $59.9 萬 | 0.55% | +1,125 | 新進 |
| Contravisory Investment Management, Inc. | 1,125 | $59.9 萬 | 0.13% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1,126 | $59.9 萬 | 0.01% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 1,128 | $60.1 萬 | 0.04% | −152−11.9% | 減碼 |
| Valeo Financial Advisors, LLC | 1,131 | $60.2 萬 | 0.02% | +2+0.2% | 加碼 |
| Invesco, LLC | 1,136 | $60.5 萬 | 0.24% | −14−1.2% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 1,140 | $60.7 萬 | 0.11% | +35+3.2% | 加碼 |
| CenterBook Partners LP | 1,143 | $60.9 萬 | 0.04% | +140+14.0% | 加碼 |
| Fire Capital Management LLC | 1,150 | $61.2 萬 | 0.46% | +1,150 | 新進 |
| Clarius Group, LLC | 1,154 | $61.4 萬 | 0.04% | +7+0.6% | 加碼 |
| Wesbanco Bank Inc | 1,169 | $62.2 萬 | 0.02% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 1,170 | $62.3 萬 | 0.10% | +1,170 | 新進 |
| Enzi Wealth | 1,113 | $62.5 萬 | 0.24% | +1+0.1% | 加碼 |
| PFG Investments, LLC | 1,179 | $62.8 萬 | 0.04% | −149−11.2% | 減碼 |
| Quantum Financial Advisors, LLC | 1,180 | $62.8 萬 | 0.10% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,179 | $62.8 萬 | 0.01% | +8+0.7% | 加碼 |
| Twin Capital Management Inc | 1,182 | $62.9 萬 | 0.07% | −11−0.9% | 減碼 |
| Balyasny Asset Management LLC | 1,189 | $63.3 萬 | 0.00% | +1,189 | 新進 |
| CSS LLC | 1,190 | $63.4 萬 | 0.04% | −660−35.7% | 減碼 |
| Weil Company, Inc. | 1,200 | $63.9 萬 | 0.22% | 00.0% | 不變 |
| FFT Wealth Management LLC | 1,201 | $64.0 萬 | 0.05% | +6+0.5% | 加碼 |
| Renasant Bank | 1,211 | $64.5 萬 | 0.42% | +138+12.9% | 加碼 |
| McLean Asset Management Corp | 1,213 | $64.6 萬 | 0.19% | +9+0.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 1,220 | $65.0 萬 | 0.11% | 00.0% | 不變 |
| Trust Asset Management LLC | 1,230 | $65.5 萬 | 0.05% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 1,233 | $65.6 萬 | 0.01% | +17+1.4% | 加碼 |
| Legacy Advisors, LLC | 1,238 | $65.9 萬 | 0.06% | −555−31.0% | 減碼 |
| Panagora Asset Management Inc | 1,238 | $65.9 萬 | 0.00% | +15+1.2% | 加碼 |
| Larson Financial Group LLC | 1,244 | $66.2 萬 | 0.03% | −85−6.4% | 減碼 |
| Evergreen Wealth Solutions, LLC | 1,244 | $66.2 萬 | 0.46% | −294−19.1% | 減碼 |
| Modera Wealth Management, LLC | 1,245 | $66.3 萬 | 0.01% | +40+3.3% | 加碼 |
| Aptus Capital Advisors, LLC | 1,249 | $66.5 萬 | 0.01% | +405+48.0% | 加碼 |
| Perritt Capital Management Inc | 1,250 | $66.6 萬 | 0.35% | −5−0.4% | 減碼 |
| Focus Financial Network, Inc. | 1,258 | $67.0 萬 | 0.03% | +28+2.3% | 加碼 |
| Ontario Teachers Pension Plan Board | 1,267 | $67.5 萬 | 0.01% | −588−31.7% | 減碼 |
| Becker Capital Management Inc | 1,270 | $67.6 萬 | 0.02% | −25−1.9% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 1,272 | $67.7 萬 | 0.26% | +1,272 | 新進 |
| Arkadios Wealth Advisors | 1,273 | $67.8 萬 | 0.04% | +6+0.5% | 加碼 |
| Inceptionr LLC | 1,279 | $68.1 萬 | 0.15% | −561−30.5% | 減碼 |
| Everpar Advisors LLC | 1,286 | $68.5 萬 | 0.35% | +23+1.8% | 加碼 |
| Premier Path Wealth Partners, LLC | 1,293 | $68.8 萬 | 0.10% | +12+0.9% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1,296 | $69.0 萬 | 0.07% | −315−19.6% | 減碼 |
| Gabelli Funds LLC | 1,300 | $69.2 萬 | 0.01% | 00.0% | 不變 |
| Arlington Trust Co LLC | 1,302 | $69.3 萬 | 0.15% | 00.0% | 不變 |
| New Century Financial Group, LLC | 1,303 | $69.8 萬 | 0.30% | −222−14.6% | 減碼 |
| Northcape Wealth Management, LLC | 1,317 | $70.1 萬 | 0.23% | 00.0% | 不變 |
| Insight Advisors, LLC | 1,340 | $71.1 萬 | 0.12% | −29−2.1% | 減碼 |
| Catalyst Financial Partners LLC | 1,340 | $71.3 萬 | 0.13% | +4+0.3% | 加碼 |
| Pinnacle Associates Ltd | 1,353 | $72.0 萬 | 0.01% | +209+18.3% | 加碼 |
| Old Port Advisors | 1,360 | $72.4 萬 | 0.21% | +9+0.7% | 加碼 |
| Quantessence Capital LLC | 1,362 | $72.5 萬 | 0.30% | +1,362 | 新進 |
| Charter Oak Capital Management, LLC | 1,368 | $72.9 萬 | 0.07% | −25−1.8% | 減碼 |
| Pointe Capital Management LLC | 1,372 | $73.0 萬 | 0.42% | −40−2.8% | 減碼 |
| Pacific Capital Partners Ltd | 1,372 | $73.0 萬 | 0.43% | −626−31.3% | 減碼 |
| Crewe Advisors LLC | 1,376 | $73.3 萬 | 0.10% | −34−2.4% | 減碼 |
| Wedbush Securities Inc | 1,387 | $73.8 萬 | 0.03% | −28−2.0% | 減碼 |
| Eastern Bank | 1,395 | $74.3 萬 | 0.01% | −4−0.3% | 減碼 |
| Integrated Advisors Network LLC | 1,395 | $74.3 萬 | 0.04% | −105−7.0% | 減碼 |
| 1776 Wealth LLC | 1,396 | $74.3 萬 | 0.34% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 1,402 | $74.7 萬 | 0.06% | −49−3.4% | 減碼 |
| Lyell Wealth Management, LP | 1,404 | $74.8 萬 | 0.07% | 00.0% | 不變 |
| Mission Wealth Management, LP | 1,407 | $74.9 萬 | 0.02% | −3−0.2% | 減碼 |
| West Coast Financial LLC | 1,409 | $75.0 萬 | 0.08% | −7−0.5% | 減碼 |
| Accel Wealth Management | 1,415 | $75.4 萬 | 0.29% | −273−16.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 1,419 | $75.6 萬 | 0.01% | +191+15.6% | 加碼 |
| Transcend Wealth Collective, LLC | 1,425 | $75.9 萬 | 0.05% | −255−15.2% | 減碼 |
| St Germain D J Co Inc | 1,427 | $76.0 萬 | 0.03% | +335+30.7% | 加碼 |
| MUFG Securities Americas Inc. | 1,432 | $76.2 萬 | 0.10% | +1,432 | 新進 |
| Sage Mountain Advisors LLC | 1,444 | $76.9 萬 | 0.06% | −413−22.2% | 減碼 |
| Graham Capital Management, L.P. | 1,455 | $77.5 萬 | 0.02% | +1,455 | 新進 |
| Grimes & Company, Inc. | 1,477 | $78.6 萬 | 0.02% | −184−11.1% | 減碼 |
| Belpointe Asset Management LLC | 1,750 | $78.7 萬 | 0.05% | −405−18.8% | 減碼 |
| Warren Averett Asset Management, LLC | 1,480 | $78.8 萬 | 0.01% | +341+29.9% | 加碼 |
| Forum Financial Management, LP | 1,484 | $79.0 萬 | 0.01% | +21+1.4% | 加碼 |
| WBI Investments | 1,488 | $79.2 萬 | 0.20% | +1,488 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,889 | $79.3 萬 | 0.14% | +3,982+137.0% | 加碼 |
| Rathbone Brothers plc | 1,496 | $79.7 萬 | 0.00% | −281−15.8% | 減碼 |
| Coastal Bridge Advisors, LLC | 1,497 | $79.7 萬 | 0.20% | +2+0.1% | 加碼 |
| Profund Advisors LLC | 1,499 | $79.8 萬 | 0.03% | −52−3.4% | 減碼 |
| Stokes Capital Advisors, LLC | 1,507 | $80.2 萬 | 0.21% | −5−0.3% | 減碼 |
| WealthTrust Asset Management, LLC | 1,532 | $81.6 萬 | 0.59% | +1,532 | 新進 |
| Jain Global LLC | 1,533 | $81.6 萬 | 0.02% | +1,533 | 新進 |
| Kolinsky Wealth Management, LLC | 1,536 | $81.8 萬 | 0.50% | +45+3.0% | 加碼 |