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Ameriprise Financial

1,030 hedge funds and large institutions have $26.7B invested in Ameriprise Financial in 2023 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 343 increasing their positions, 391 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+10
Holders Change %
+0.98%
% of All Funds
16.49%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
104
Increased
343
Reduced
391
Closed
72
Calls
$64.2M
Puts
$64.8M
Net Calls
-$648K
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
826
Cary Street Partners Investment Advisory
Virginia
$204K -$3.07K -10 -1%
IUHSA
827
Itau Unibanco Holding S.A.
Brazil
$204K +$204K +664 New
SPC
828
Sigma Planning Corp
Michigan
$203K -$14.7K -48 -7%
C
829
Certuity
Florida
$203K +$203K +663 New
AWA
830
Aaron Wealth Advisors
Illinois
$203K +$203K +662 New
SCM
831
Shelton Capital Management
Colorado
$203K -$18.4K -60 -8%
APP
832
Avantax Planning Partners
Iowa
$202K
GWWM
833
Great Waters Wealth Management
Minnesota
$200K
CMF
834
Counterpoint Mutual Funds
California
$200K -$38.6K -126 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
835
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$190K -$4.11M -13,398 -96%
DWA
836
Dougherty Wealth Advisers
Minnesota
$185K
PTC
837
Private Trust Company
Ohio
$183K +$3.99K +13 +2%
FA
838
Fortis Advisors
Pennsylvania
$178K
PGAM
839
Princeton Global Asset Management
New Jersey
$172K
LSA
840
Lansing Street Advisors
Pennsylvania
$161K +$613 +2 +0.4%
AAS
841
Ameritas Advisory Services
Nebraska
$160K +$160K +516 New
BTI
842
Blue Trust Inc
Georgia
$149K -$4.04K -13 -3%
HS
843
Horan Securities
United States
$145K +$613 +2 +0.4%
WTA
844
Washington Trust Advisors
Massachusetts
$145K -$33.7K -110 -19%
BWAM
845
Boyd Watterson Asset Management
Ohio
$141K +$1.23K +4 +0.9%
PFBT
846
Parkside Financial Bank & Trust
Missouri
$141K +$21.8K +71 +18%
IAIM
847
International Assets Investment Management
Florida
$139K -$82 -61 -0.1%
TWA
848
TCI Wealth Advisors
Arizona
$138K +$36.5K +119 +36%
TIM
849
Tortoise Investment Management
New York
$134K
CFGS
850
Concourse Financial Group Securities
Alabama
$134K -$46.6K -152 -26%