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Ameriprise Financial

887 hedge funds and large institutions have $23.6B invested in Ameriprise Financial in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 264 increasing their positions, 348 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
887
Holders Change
+8
Holders Change %
+0.91%
% of All Funds
15.49%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
88
Increased
264
Reduced
348
Closed
69
Calls
$35.2M
Puts
$40.3M
Net Calls
-$5.08M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC
701
Park National Corp
Ohio
$222K
BMO
702
Beck Mack & Oliver
New York
$221K +$221K +889 New
IWM
703
IHT Wealth Management
Illinois
$219K -$11.7K -47 -5%
TFS
704
TrustCore Financial Services
Tennessee
$219K
PFP
705
Pinnacle Financial Partners
Tennessee
$219K
PWA
706
Pinnacle Wealth Advisors
Tennessee
$219K +$219K +880 New
KPW
707
Kore Private Wealth
New York
$213K -$3.73K -15 -2%
GWM
708
Geneos Wealth Management
Colorado
$213K -$1.25K -5 -0.6%
PFSC
709
Peoples Financial Services Corp
Pennsylvania
$213K
LPIC
710
LeJeune Puetz Investment Counsel
Michigan
$212K
HFM
711
Harvest Fund Management
China
$212K
VWA
712
V Wealth Advisors
Kansas
$212K +$212K +846 New
SMA
713
Sage Mountain Advisors
Georgia
$211K +$211K +849 New
PGAM
714
Princeton Global Asset Management
New Jersey
$209K
BWP
715
BSW Wealth Partners
Colorado
$208K -$21.1K -85 -9%
OPS
716
Orion Portfolio Solutions
Nebraska
$208K -$9.95K -40 -5%
BHBT
717
Burke & Herbert Bank & Trust
Virginia
$207K +$207K +831 New
MSAM
718
Moloney Securities Asset Management
Missouri
$206K +$206K +830 New
WSFS
719
Wilmington Savings Fund Society
Delaware
$204K +$204K +820 New
WT
720
Washington Trust
Rhode Island
$201K
PCA
721
Pallas Capital Advisors
Massachusetts
$201K +$201K +785 New
PWPS
722
Pinnacle Wealth Planning Services
Ohio
$201K +$201K +807 New
LNC
723
Lincoln National Corp
Pennsylvania
$201K +$201K +808 New
LWAC
724
Laurel Wealth Advisors (California)
California
$200K +$200K +803 New
LCM
725
Logan Capital Management
Pennsylvania
$199K