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AMP Holdings Changes image
This page summarizes the AMP holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether AMP is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing AMP Share Count
Ibex Wealth Advisors 1 1,356 +1,355 +135500.00%
Annapolis Financial Services LLC 7 72 +65 +928.57%
Salomon & Ludwin LLC 26 180 +154 +592.31%
Exchange Traded Concepts LLC 7 43 +36 +514.29%
Trust Co. of Vermont 561 3,061 +2,500 +445.63%
Smartleaf Asset Management LLC 52 249 +197 +378.85%
Valued Wealth Advisors LLC 16 47 +31 +193.75%
Allspring Global Investments Holdings LLC 9,936 28,658 +18,722 +188.43%
Capstone Investment Advisors LLC 1,375 3,328 +1,953 +142.04%
Jamison Private Wealth Management Inc. 56 131 +75 +133.93%
Mechanics Financial Corp 25 55 +30 +120.00%
American National Bank 49 106 +57 +116.33%
Segment Wealth Management LLC 584 1,101 +517 +88.53%
AdvisorNet Financial Inc 45 81 +36 +80.00%
Larson Financial Group LLC 632 1,051 +419 +66.30%
Robeco Institutional Asset Management B.V. 59,779 98,968 +39,189 +65.56%
Harbor Investment Advisory LLC 335 534 +199 +59.40%
Geneos Wealth Management Inc. 87 137 +50 +57.47%
Independence Bank of Kentucky 355 555 +200 +56.34%
Zhang Financial LLC 1,724 2,679 +955 +55.39%
Zurcher Kantonalbank Zurich Cantonalbank 38,515 58,826 +20,311 +52.74%
Parkside Financial Bank & Trust 511 780 +269 +52.64%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 1,509 2,269 +760 +50.36%
Summit Global Investments 646 966 +320 +49.54%
Smith Group Asset Management LLC 55,960 83,316 +27,356 +48.88%
Arthur M. Cohen & Associates LLC 650 910 +260 +40.00%
BNP Paribas Arbitrage SA 106,780 147,658 +40,878 +38.28%
Arkadios Wealth Advisors 679 916 +237 +34.90%
BI Asset Management Fondsmaeglerselskab A S 22,987 30,420 +7,433 +32.34%
Nelson Van Denburg & Campbell Wealth Management Group LLC 425 553 +128 +30.12%
Pinnacle Financial Partners Inc. 1,029 1,334 +305 +29.64%
Lincoln National Corp 2,588 3,312 +724 +27.98%
GAMMA Investing LLC 811 1,034 +223 +27.50%
Pinnacle Associates Ltd. 1,144 1,445 +301 +26.31%
Bfsg LLC 1,491 1,870 +379 +25.42%
DekaBank Deutsche Girozentrale 48,977 59,400 +10,423 +21.28%
First Hawaiian Bank 4,738 5,682 +944 +19.92%
Fifth Third Wealth Advisors LLC 1,875 2,234 +359 +19.15%
Commonwealth Equity Services LLC 33,971 40,210 +6,239 +18.37%
Stock Yards Bank & Trust Co. 569 669 +100 +17.57%
Mirae Asset Global Investments Co. Ltd. 25,750 30,141 +4,391 +17.05%
Aspiriant LLC 811 946 +135 +16.65%
Copeland Capital Management LLC 37,285 43,089 +5,804 +15.57%
Principal Financial Group Inc. 272,957 313,250 +40,293 +14.76%
Veriti Management LLC 3,069 3,509 +440 +14.34%
Wesbanco Bank Inc. 528 599 +71 +13.45%
FFT Wealth Management LLC 1,020 1,156 +136 +13.33%
Janney Montgomery Scott LLC 16,658 18,797 +2,139 +12.84%
Byrne Asset Management LLC 180 203 +23 +12.78%
Nations Financial Group Inc. IA ADV 4,696 5,287 +591 +12.59%
Wiley BROS. Aintree Capital LLC 2,023 2,277 +254 +12.56%
Summit Trail Advisors LLC 535 602 +67 +12.52%
SYSTM Wealth Solutions LLC 13,683 15,329 +1,646 +12.03%
AustralianSuper Pty Ltd 159,494 178,494 +19,000 +11.91%
Capital Advisors Ltd. LLC 17 19 +2 +11.76%
WBI Investments 3,164 3,519 +355 +11.22%
SJS Investment Consulting Inc. 18 20 +2 +11.11%
Convergence Investment Partners LLC 1,311 1,455 +144 +10.98%
Los Angeles Capital Management & Equity Research Inc. 635 702 +67 +10.55%
Essex Financial Services Inc. 592 654 +62 +10.47%
TFC Financial Management 10 11 +1 +10.00%
United Community Bank 374 409 +35 +9.36%
Cyndeo Wealth Partners LLC 8,203 8,929 +726 +8.85%
Aaron Wealth Advisors 637 693 +56 +8.79%
Natixis Advisors L.P. 125,930 135,412 +9,482 +7.53%
Whittier Trust Co. of Nevada Inc. 1,086 1,166 +80 +7.37%
Atlantic Union Bankshares Corp 6,402 6,862 +460 +7.19%
Creative Financial Designs Inc. ADV 338 362 +24 +7.10%
Drive Wealth Management LLC 825 882 +57 +6.91%
Van ECK Associates Corp 17,100 18,279 +1,179 +6.89%
Sage Mountain Advisors LLC 1,051 1,119 +68 +6.47%
Daiwa Securities Group Inc. 9,264 9,851 +587 +6.34%
Equitable Trust Co. 13,492 14,292 +800 +5.93%
Wedmont Private Capital 3,196 3,385 +189 +5.91%
Montecito Bank & Trust 3,519 3,720 +201 +5.71%
Keel Point LLC 1,143 1,204 +61 +5.34%
Quent Capital LLC 1,767 1,858 +91 +5.15%
Affinity Investment Advisors LLC 4,666 4,897 +231 +4.95%
Cavalier Investments LLC 2,305 2,417 +112 +4.86%
Financial Advocates Investment Management 3,314 3,474 +160 +4.83%
Patton Albertson Miller Group LLC 15,964 16,734 +770 +4.82%
Resonant Capital Advisors LLC 591 619 +28 +4.74%
Aua Capital Management LLC 577 604 +27 +4.68%
Legacy Advisors LLC 1,650 1,727 +77 +4.67%
Bremer Bank National Association 15,371 16,085 +714 +4.65%
Charter Oak Capital Management LLC 1,327 1,387 +60 +4.52%
Stratos Wealth Partners LTD. 2,176 2,271 +95 +4.37%
Tokio Marine Asset Management Co. Ltd. 2,557 2,668 +111 +4.34%
CHICAGO TRUST Co NA 3,325 3,469 +144 +4.33%
Congress Wealth Management LLC DE 1,552 1,617 +65 +4.19%
KLR Investment Advisors LLC 1,612 1,679 +67 +4.16%
Apella Capital LLC 549 571 +22 +4.01%
Leeward Investments LLC MA 45,664 47,482 +1,818 +3.98%
PDS Planning Inc 747 775 +28 +3.75%
West Coast Financial LLC 1,359 1,409 +50 +3.68%
MCF Advisors LLC 29 30 +1 +3.45%
First Bank & Trust 903 934 +31 +3.43%
Prosperity Consulting Group LLC 1,931 1,997 +66 +3.42%
Miracle Mile Advisors LLC 695 718 +23 +3.31%
Procyon Private Wealth Partners LLC 5,398 5,573 +175 +3.24%
Ritholtz Wealth Management 1,742 1,794 +52 +2.99%
Legacy Trust 1,702 1,752 +50 +2.94%
Sunbelt Securities Inc. 898 922 +24 +2.67%
Ballentine Partners LLC 1,609 1,651 +42 +2.61%
Nordea Investment Management AB 34,932 35,841 +909 +2.60%
Whittier Trust Co. 919 942 +23 +2.50%
Peddock Capital Advisors LLC 4,592 4,703 +111 +2.42%
Kestra Private Wealth Services LLC 3,064 3,137 +73 +2.38%
Ignite Planners LLC 879 898 +19 +2.16%
Csenge Advisory Group 811 828 +17 +2.10%
JNB Advisors LLC 3,970 4,053 +83 +2.09%
Park Avenue Securities LLC 20,494 20,903 +409 +2.00%
Putnam FL Investment Management Co. 6,228 6,347 +119 +1.91%
Founders Capital Management LLC 1,000 1,019 +19 +1.90%
Valley National Advisers Inc. 55 56 +1 +1.82%
SOA Wealth Advisors LLC. 9,759 9,931 +172 +1.76%
Team Hewins LLC 1,380 1,401 +21 +1.52%
Mutual of America Capital Management LLC 28,120 28,519 +399 +1.42%
Portside Wealth Group LLC 664 672 +8 +1.20%
Signaturefd LLC 2,270 2,296 +26 +1.15%
Cambridge Investment Research Advisors Inc. 7,337 7,414 +77 +1.05%
Global Retirement Partners LLC 1,139 1,151 +12 +1.05%
Gateway Investment Advisers LLC 2,120 2,140 +20 +0.94%
Proficio Capital Partners LLC 637 643 +6 +0.94%
Adviser Investments LLC 4,370 4,408 +38 +0.87%
Ascent Wealth Partners LLC 23,208 23,397 +189 +0.81%
New Century Financial Group LLC 626 631 +5 +0.80%
Round Rock Advisors LLC 2,020 2,035 +15 +0.74%
Lindbrook Capital LLC 2,176 2,190 +14 +0.64%
Gulf International Bank UK Ltd 8,546 8,600 +54 +0.63%
Connecticut Wealth Management LLC 4,456 4,479 +23 +0.52%
Prentice Wealth Management LLC 3,691 3,710 +19 +0.51%
Fielder Capital Group LLC 2,043 2,053 +10 +0.49%
WBH Advisory Inc. 640 643 +3 +0.47%
Sumitomo Mitsui DS Asset Management Company Ltd 9,601 9,637 +36 +0.37%
Walker Asset Management LLC 535 537 +2 +0.37%
Royal Fund Management LLC 625 627 +2 +0.32%
CAPROCK Group Inc. 2,304 2,311 +7 +0.30%
CVA Family Office LLC 405 406 +1 +0.25%
GHP Investment Advisors Inc. 419 420 +1 +0.24%
Canal Capital Management LLC 845 847 +2 +0.24%
Wealth Enhancement Advisory Services LLC 23,784 23,837 +53 +0.22%
Schaper Benz & Wise Investment Counsel Inc. WI 585 586 +1 +0.17%
CENTRAL TRUST Co 3,675 3,681 +6 +0.16%
Five Oceans Advisors 634 635 +1 +0.16%
Hengehold Capital Management LLC 875 876 +1 +0.11%
MV Capital Management Inc. 974 975 +1 +0.10%
Grimes & Company Inc. 1,631 1,632 +1 +0.06%
13F Filers Reporting New Positions In AMP
Compagnie Lombard Odier SCmA 0 0 UNCH 100%
Mcrae Capital Management Inc. 0 635 +635 +100%
First Citizens Bank & Trust Co. 0 1,543 +1,543 +100%
Westend Capital Management LLC 0 129 +129 +100%
Founders Financial Securities LLC 0 470 +470 +100%
GSA Capital Partners LLP 0 841 +841 +100%
J.W. Cole Advisors Inc. 0 593 +593 +100%
K.J. Harrison & Partners Inc 0 8,000 +8,000 +100%
Confluence Investment Management LLC 0 480 +480 +100%
Sigma Planning Corp 0 479 +479 +100%
Benjamin Edwards Inc. 0 77 +77 +100%
YHB Investment Advisors Inc. 0 488 +488 +100%
Mesirow Financial Investment Management Inc. 0 3,108 +3,108 +100%
Fiera Capital Corp 0 7,429 +7,429 +100%
Genus Capital Management Inc. 0 2,939 +2,939 +100%
Vicus Capital 0 518 +518 +100%
Gilman Hill Asset Management LLC 0 505 +505 +100%
Joel Isaacson & Co. LLC 0 480 +480 +100%
Signet Financial Management LLC 0 7,246 +7,246 +100%
Riggs Asset Managment Co. Inc. 0 2 +2 +100%
Wealthstar Advisors LLC 0 479 +479 +100%
Family Firm Inc. 0 476 +476 +100%
BTC Capital Management Inc. 0 13,187 +13,187 +100%
Horan Securities Inc. 0 469 +469 +100%
Narus Financial Partners LLC 0 479 +479 +100%
OmniStar Financial Group Inc. 0 1,725 +1,725 +100%
Wsfs Capital Management LLC 0 507 +507 +100%
SpiderRock Advisors LLC 0 714 +714 +100%
SeaCrest Wealth Management LLC 0 577 +577 +100%
Sound Income Strategies LLC 0 73 +73 +100%
Retirement Group LLC 0 56 +56 +100%
Cornerstone Wealth Group LLC 0 510 +510 +100%
Oldfather Financial Services LLC 0 500 +500 +100%
Revolve Wealth Partners LLC 0 465 +465 +100%
Rise Advisors LLC 0 37 +37 +100%
Birchcreek Wealth Management LLC 0 509 +509 +100%
OneAscent Wealth Management LLC 0 518 +518 +100%
Revisor Wealth Management LLC 0 888 +888 +100%
Financial Connections Group Inc. 0 21 +21 +100%
Redmont Wealth Advisors LLC 0 65 +65 +100%
Simplicity Wealth LLC 0 2,737 +2,737 +100%
Retireful LLC 0 2,990 +2,990 +100%
Linden Thomas Advisory Services LLC 0 485 +485 +100%
PFG Investments LLC 0 1,295 +1,295 +100%
Norden Group LLC 0 624 +624 +100%
Lecap Asset Management Ltd. 0 3,433 +3,433 +100%
Dechtman Wealth Management LLC 0 474 +474 +100%
Focus Financial Network Inc. 0 1,066 +1,066 +100%
Adapt Wealth Advisors LLC 0 1,935 +1,935 +100%
Catalina Capital Group LLC 0 653 +653 +100%
Emprise Bank 0 1,025 +1,025 +100%
Central Pacific Bank Trust Division 0 1,520 +1,520 +100%
Diversify Advisory Services LLC 0 536 +536 +100%
Mediolanum International Funds Ltd 0 29,538 +29,538 +100%
13F Filers With Unchanged Share Count
Chase Investment Counsel Corp 2,600 2,600 UNCH 0.00%
Hazlett Burt & Watson Inc. 8 8 UNCH 0.00%
Caldwell Sutter Capital Inc. 772 772 UNCH 0.00%
First Financialcorp IN 198 198 UNCH 0.00%
Park National Corp OH 874 874 UNCH 0.00%
Klingenstein Fields & Co. LP 17,859 17,859 UNCH 0.00%
Stewart & Patten Co. LLC 3,503 3,503 UNCH 0.00%
Toth Financial Advisory Corp 55 55 UNCH 0.00%
Godsey & Gibb Associates 11 11 UNCH 0.00%
Leavell Investment Management Inc. 812 812 UNCH 0.00%
Washington Capital Management Inc. 586 586 UNCH 0.00%
Renaissance Group LLC 889 889 UNCH 0.00%
Pennsylvania Capital Management Inc. ADV 1,733 1,733 UNCH 0.00%
Tompkins Financial Corp 159 159 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 1,277 1,277 UNCH 0.00%
Everett Harris & Co. CA 1,072 1,072 UNCH 0.00%
Courier Capital LLC 3,090 3,090 UNCH 0.00%
Adirondack Trust Co. 79 79 UNCH 0.00%
WASHINGTON TRUST Co 150 150 UNCH 0.00%
Van Strum & Towne Inc. 1,000 1,000 UNCH 0.00%
Schulhoff & Co. Inc. 800 800 UNCH 0.00%
Burke & Herbert Bank & Trust Co. 752 752 UNCH 0.00%
Webster Bank N. A. 359 359 UNCH 0.00%
Nichols & Pratt Advisers LLP MA 560 560 UNCH 0.00%
Central Bank & Trust Co. 260 260 UNCH 0.00%
Farmers & Merchants Investments Inc. 33,953 33,953 UNCH 0.00%
First National Trust Co 607 607 UNCH 0.00%
Covenant Partners LLC 3,882 3,882 UNCH 0.00%
Weil Company Inc. 1,200 1,200 UNCH 0.00%
Acropolis Investment Management LLC 384 384 UNCH 0.00%
Coastline Trust Co 1,300 1,300 UNCH 0.00%
North Star Investment Management Corp. 307 307 UNCH 0.00%
Bangor Savings Bank 104 104 UNCH 0.00%
Progressive Investment Management Corp 720 720 UNCH 0.00%
West Oak Capital LLC 340 340 UNCH 0.00%
Hanson & Doremus Investment Management 433 433 UNCH 0.00%
SPC Financial Inc. 628 628 UNCH 0.00%
Atlas Capital Advisors LLC 12 12 UNCH 0.00%
Palisade Asset Management LLC 3,109 3,109 UNCH 0.00%
Cohen Klingenstein LLC 38,623 38,623 UNCH 0.00%
Northwest Bancshares Inc. 667 667 UNCH 0.00%
State of New Jersey Common Pension Fund D 56,999 56,999 UNCH 0.00%
Wellington Shields Capital Management LLC 1,220 1,220 UNCH 0.00%
Institute for Wealth Management LLC. 564 564 UNCH 0.00%
Alta Advisers Ltd 300 300 UNCH 0.00%
Aviance Capital Partners LLC 6,000 6,000 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 11,711 11,711 UNCH 0.00%
Macroview Investment Management LLC 420 420 UNCH 0.00%
JFS Wealth Advisors LLC 140 140 UNCH 0.00%
JNBA Financial Advisors 26 26 UNCH 0.00%
Lowe Wealth Advisors LLC 167 167 UNCH 0.00%
Riverview Trust Co 3,384 3,384 UNCH 0.00%
Private Ocean LLC 132 132 UNCH 0.00%
Burt Wealth Advisors 1,111 1,111 UNCH 0.00%
Bray Capital Advisors 150 150 UNCH 0.00%
First Personal Financial Services 358 358 UNCH 0.00%
Sendero Wealth Management LLC 840 840 UNCH 0.00%
Roble Belko & Company Inc 69 69 UNCH 0.00%
Sugarloaf Wealth Management LLC 21 21 UNCH 0.00%
Oliver Luxxe Assets LLC 980 980 UNCH 0.00%
Douglas Lane & Associates LLC 762 762 UNCH 0.00%
Silicon Valley Capital Partners 15 15 UNCH 0.00%
Lyell Wealth Management LP 1,404 1,404 UNCH 0.00%
Patriot Financial Group Insurance Agency LLC 998 998 UNCH 0.00%
Radnor Capital Management LLC 6,642 6,642 UNCH 0.00%
Farmers & Merchants Trust Co of Chambersburg PA 198 198 UNCH 0.00%
Symmetry Partners LLC 5,495 5,495 UNCH 0.00%
Moloney Securities Asset Management LLC 830 830 UNCH 0.00%
Pinnacle Bank 211 211 UNCH 0.00%
Founders Capital Management 48 48 UNCH 0.00%
Security National Bank 191 191 UNCH 0.00%
17 Capital Partners LLC 5,470 5,470 UNCH 0.00%
Northwest Capital Management Inc 30 30 UNCH 0.00%
Solstein Capital LLC 46 46 UNCH 0.00%
GPS Wealth Strategies Group LLC 29 29 UNCH 0.00%
Red Cedar Investment Management LLC 10,522 10,522 UNCH 0.00%
Versant Capital Management Inc 28 28 UNCH 0.00%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,095 2,095 UNCH 0.00%
Silvant Capital Management LLC 152 152 UNCH 0.00%
Vishria Bird Financial Group LLC 1,545 1,545 UNCH 0.00%
Impax Asset Management Group plc 4,629 4,629 UNCH 0.00%
Dougherty Wealth Advisers LLC 603 603 UNCH 0.00%
SlateStone Wealth LLC 538 538 UNCH 0.00%
Brendel Financial Advisors LLC 2,534 2,534 UNCH 0.00%
ERn Financial LLC 1,771 1,771 UNCH 0.00%
Prestige Wealth Management Group LLC 32 32 UNCH 0.00%
KMG Fiduciary Partners LLC 976 976 UNCH 0.00%
Kathmere Capital Management LLC 712 712 UNCH 0.00%
Pacifica Partners Inc. 201 201 UNCH 0.00%
Cairn Investment Group Inc. 814 814 UNCH 0.00%
Parcion Private Wealth LLC 585 585 UNCH 0.00%
Key Financial Inc 61 61 UNCH 0.00%
Aurora Private Wealth Inc. 1,091 1,091 UNCH 0.00%
Marks Group Wealth Management Inc 2,858 2,858 UNCH 0.00%
Center for Financial Planning Inc. 13 13 UNCH 0.00%
Rebalance LLC 640 640 UNCH 0.00%
Rosenberg Matthew Hamilton 3 3 UNCH 0.00%
MTM Investment Management LLC 608 608 UNCH 0.00%
Wolff Wiese Magana LLC 2 2 UNCH 0.00%
TNF LLC 567 567 UNCH 0.00%
Piscataqua Savings Bank 70 70 UNCH 0.00%
Spire Wealth Management 735 735 UNCH 0.00%
Howard Capital Management Group LLC 1,609 1,609 UNCH 0.00%
Newbridge Financial Services Group Inc. 8 8 UNCH 0.00%
Enzi Wealth 1,110 1,110 UNCH 0.00%
NorthCrest Asset Manangement LLC 6,330 6,330 UNCH 0.00%
Northcape Wealth Management LLC 1,317 1,317 UNCH 0.00%
Kathleen S. Wright Associates Inc. 23 23 UNCH 0.00%
Morton Brown Family Wealth LLC 159 159 UNCH 0.00%
City State Bank 17 17 UNCH 0.00%
Quantum Financial Advisors LLC 560 560 UNCH 0.00%
Carr Financial Group Corp 648 648 UNCH 0.00%
Armstrong Advisory Group Inc. 237 237 UNCH 0.00%
Signature Resources Capital Management LLC 3 3 UNCH 0.00%
Philo Smith Capital Corp 55,700 55,700 UNCH 0.00%
V Square Quantitative Management LLC 3,914 3,914 UNCH 0.00%
Coston McIsaac & Partners 252 252 UNCH 0.00%
Fortitude Family Office LLC 103 103 UNCH 0.00%
Creative Capital Management Investments LLC 56 56 UNCH 0.00%
Trifecta Capital Advisors LLC 105 105 UNCH 0.00%
Great Waters Wealth Management 819 819 UNCH 0.00%
Financial Freedom LLC 88 88 UNCH 0.00%
Portman Square Capital LLP 1,071 1,071 UNCH 0.00%
OFI Invest Asset Management 80 80 UNCH 0.00%
Cherry Tree Wealth Management LLC 489 489 UNCH 0.00%
Armstrong Fleming & Moore Inc 1,000 1,000 UNCH 0.00%
Financial Perspectives Inc 137 137 UNCH 0.00%
HTLF Bank 623 623 UNCH 0.00%
Naples Money Management LLC 19 19 UNCH 0.00%
Sachetta LLC 17 17 UNCH 0.00%
Fairman Group LLC 12 12 UNCH 0.00%
13F Filers Decreasing AMP Share Count
FinTrust Capital Advisors LLC 314 47 -267 -85.03%
Assenagon Asset Management S.A. 60,979 11,640 -49,339 -80.91%
Banque Cantonale Vaudoise 1,750 527 -1,223 -69.89%
Alaska Permanent Fund Corp 6,166 2,468 -3,698 -59.97%
Sequoia Financial Advisors LLC 7,348 3,246 -4,102 -55.82%
PFS Partners LLC 95 50 -45 -47.37%
Everpar Advisors LLC 2,955 1,624 -1,331 -45.04%
Westside Investment Management Inc. 102 58 -44 -43.14%
Park Place Capital Corp 2,955 1,861 -1,094 -37.02%
Venturi Wealth Management LLC 41 26 -15 -36.59%
Mascoma Wealth Management LLC 40 26 -14 -35.00%
US Asset Management LLC 2,968 2,105 -863 -29.08%
Oregon Public Employees Retirement Fund 11,558 8,524 -3,034 -26.25%
Moody National Bank Trust Division 683 505 -178 -26.06%
Catalyst Capital Advisors LLC 1,150 880 -270 -23.48%
Plimoth Trust Co. LLC 1,580 1,215 -365 -23.10%
IMA Wealth Inc. 7,660 6,017 -1,643 -21.45%
Boston Common Asset Management LLC 40,828 32,284 -8,544 -20.93%
Valeo Financial Advisors LLC 1,527 1,213 -314 -20.56%
UMB Bank N A MO 3,056 2,439 -617 -20.19%
Amalgamated Bank 27,201 21,819 -5,382 -19.79%
Financial Management Professionals Inc. 66 53 -13 -19.70%
Bank of New York Mellon Corp 1,362,989 1,099,084 -263,905 -19.36%
Diversified Trust Co 8,928 7,242 -1,686 -18.88%
PrairieView Partners LLC 32 26 -6 -18.75%
Dakota Community Bank & Trust NA 1,367 1,132 -235 -17.19%
Mn Services Vermogensbeheer B.V. 49,454 40,954 -8,500 -17.19%
DNB Asset Management AS 19,897 16,480 -3,417 -17.17%
Stokes Capital Advisors LLC 1,910 1,585 -325 -17.02%
Pensionfund Sabic 4,200 3,500 -700 -16.67%
Honkamp Krueger Financial Services Inc. 659 554 -105 -15.93%
Heritage Investment Group Inc. 645 543 -102 -15.81%
Valtinson Bruner Financial Planning LLC 1,308 1,108 -200 -15.29%
Asset Dedication LLC 109 93 -16 -14.68%
Bruce G. Allen Investments LLC 29 25 -4 -13.79%
Atwood & Palmer Inc. 93,818 81,009 -12,809 -13.65%
Wetzel Investment Advisors Inc. 90 78 -12 -13.33%
Guinness Asset Management LTD 1,460 1,267 -193 -13.22%
Gradient Investments LLC 45,325 39,489 -5,836 -12.88%
Wedge Capital Management L L P NC 104,624 91,490 -13,134 -12.55%
FORA Capital LLC 14,876 13,032 -1,844 -12.40%
Annex Advisory Services LLC 562 494 -68 -12.10%
Mutual Advisors LLC 698 614 -84 -12.03%
Peoples Financial Services CORP. 855 755 -100 -11.70%
Childress Capital Advisors LLC 667 601 -66 -9.90%
Brown Advisory Inc. 548,672 496,124 -52,548 -9.58%
Cove Private Wealth LLC 5,646 5,123 -523 -9.26%
Astoria Portfolio Advisors LLC. 1,029 934 -95 -9.23%
Securian Asset Management Inc 6,457 5,870 -587 -9.09%
Asset Management One Co. Ltd. 44,327 40,433 -3,894 -8.78%
Avion Wealth 12 11 -1 -8.33%
Field & Main Bank 300 275 -25 -8.33%
Catalyst Financial Partners LLC 1,366 1,257 -109 -7.98%
Clarius Group LLC 1,311 1,208 -103 -7.86%
Raymond James & Associates 172,117 158,681 -13,436 -7.81%
Victory Capital Management Inc. 240,289 222,358 -17,931 -7.46%
Cary Street Partners Investment Advisory LLC 2,334 2,167 -167 -7.16%
Financial Counselors Inc. 130,123 120,914 -9,209 -7.08%
Nisa Investment Advisors LLC 56,522 52,687 -3,835 -6.78%
Huntington National Bank 3,000 2,797 -203 -6.77%
West Branch Capital LLC 164 153 -11 -6.71%
Pinnacle Wealth Management Advisory Group LLC 796 744 -52 -6.53%
Ronald Blue Trust Inc. 537 502 -35 -6.52%
OneAscent Financial Services LLC 657 616 -41 -6.24%
Welch & Forbes LLC 196,563 184,290 -12,273 -6.24%
Accel Wealth Management 1,577 1,482 -95 -6.02%
Legacy Private Trust Co. 17,240 16,269 -971 -5.63%
First Merchants Corp 15,653 14,772 -881 -5.63%
BLB&B Advisors LLC 978 923 -55 -5.62%
New Mexico Educational Retirement Board 5,381 5,081 -300 -5.58%
Sunflower Bank N.A. 1,180 1,115 -65 -5.51%
Foster & Motley Inc. 27,461 26,009 -1,452 -5.29%
CWM LLC 3,301 3,128 -173 -5.24%
Fjarde AP Fonden Fourth Swedish National Pension Fund 25,226 23,941 -1,285 -5.09%
Louisiana State Employees Retirement System 6,100 5,800 -300 -4.92%
Hartford Investment Management Co. 6,825 6,494 -331 -4.85%
New York State Teachers Retirement System 116,239 110,804 -5,435 -4.68%
Apollon Wealth Management LLC 4,956 4,725 -231 -4.66%
CNB Bank 6,897 6,583 -314 -4.55%
Yousif Capital Management LLC 14,705 14,042 -663 -4.51%
Hexagon Capital Partners LLC 270 258 -12 -4.44%
Raymond James Trust N.A. 9,978 9,535 -443 -4.44%
California Public Employees Retirement System 195,282 186,696 -8,586 -4.40%
First Horizon Advisors Inc. 3,832 3,667 -165 -4.31%
Benjamin F. Edwards & Company Inc. 1,111 1,065 -46 -4.14%
Clifford Swan Investment Counsel LLC 607 582 -25 -4.12%
New Potomac Partners LLC 7,650 7,338 -312 -4.08%
HB Wealth Management LLC 2,887 2,771 -116 -4.02%
Raymond James Financial Services Advisors Inc. 41,905 40,220 -1,685 -4.02%
Argent Capital Management LLC 53,231 51,228 -2,003 -3.76%
Summit Financial LLC 3,502 3,381 -121 -3.46%
Regions Financial Corp 20,790 20,075 -715 -3.44%
Copperwynd Financial LLC 2,384 2,309 -75 -3.15%
New Hampshire Trust 6,892 6,684 -208 -3.02%
McLean Asset Management Corp 1,325 1,285 -40 -3.02%
Dynamic Advisor Solutions LLC 701 680 -21 -3.00%
Tower Bridge Advisors 8,139 7,899 -240 -2.95%
Wealthfront Advisers LLC 10,601 10,315 -286 -2.70%
Private Advisor Group LLC 6,120 5,960 -160 -2.61%
Fulton Bank N.A. 9,498 9,252 -246 -2.59%
Cigna Investments Inc. New 1,103 1,076 -27 -2.45%
Princeton Global Asset Management LLC 574 560 -14 -2.44%
Sumitomo Mitsui Trust Holdings Inc. 264,545 258,150 -6,395 -2.42%
Premier Path Wealth Partners LLC 1,314 1,283 -31 -2.36%
Chemistry Wealth Management LLC 3,588 3,506 -82 -2.29%
Commerce Bank 16,182 15,820 -362 -2.24%
Transcend Wealth Collective LLC 1,641 1,605 -36 -2.19%
Fifth Third Bancorp 6,527 6,386 -141 -2.16%
TruWealth Advisors LLC 4,725 4,625 -100 -2.12%
Dakota Wealth Management 800 783 -17 -2.12%
West Paces Advisors Inc. 145 142 -3 -2.07%
Maryland State Retirement & Pension System 8,028 7,863 -165 -2.06%
DAVENPORT & Co LLC 25,163 24,668 -495 -1.97%
Sandy Cove Advisors LLC 2,947 2,890 -57 -1.93%
IFM Investors Pty Ltd 21,911 21,517 -394 -1.80%
Financial Insights Inc. 1,066 1,047 -19 -1.78%
BKD Wealth Advisors LLC 5,310 5,217 -93 -1.75%
Trust Point Inc. 694 682 -12 -1.73%
Allworth Financial LP 1,099 1,081 -18 -1.64%
Rockland Trust Co. 865 851 -14 -1.62%
Bridges Investment Management Inc. 3,105 3,055 -50 -1.61%
Rehmann Capital Advisory Group 574 565 -9 -1.57%
Busey Wealth Management 1,049 1,034 -15 -1.43%
MorganRosel Wealth Management LLC 1,923 1,896 -27 -1.40%
Grove Bank & Trust 1,638 1,615 -23 -1.40%
Conning Inc. 86,763 85,547 -1,216 -1.40%
KFA Private Wealth Group LLC 876 864 -12 -1.37%
CX Institutional 667 659 -8 -1.20%
Proequities Inc. 508 502 -6 -1.18%
Greenleaf Trust 4,858 4,802 -56 -1.15%
MONECO Advisors LLC 614 607 -7 -1.14%
Aurum Wealth Management Group LLC 532 526 -6 -1.13%
NBC Securities Inc. 746 738 -8 -1.07%
Carret Asset Management LLC 7,360 7,283 -77 -1.05%
ST Germain D J Co. Inc. 1,273 1,260 -13 -1.02%
Retirement Systems of Alabama 22,304 22,117 -187 -0.84%
Ferguson Wellman Capital Management Inc. 62,517 62,026 -491 -0.79%
Avenue 1 Advisors LLC 660 655 -5 -0.76%
Private Trust Co. NA 657 652 -5 -0.76%
Chevy Chase Trust Holdings Inc. 56,529 56,110 -419 -0.74%
Mission Wealth Management LP 1,414 1,404 -10 -0.71%
State of Michigan Retirement System 29,678 29,478 -200 -0.67%
PFG Private Wealth Management LLC 610 606 -4 -0.66%
Coastal Investment Advisors Inc. 4,573 4,543 -30 -0.66%
Tobam 156 155 -1 -0.64%
Daymark Wealth Partners LLC 828 823 -5 -0.60%
Czech National Bank 17,724 17,630 -94 -0.53%
RFG Advisory LLC 3,121 3,105 -16 -0.51%
Woodmont Investment Counsel LLC 1,031 1,026 -5 -0.48%
Perigon Wealth Management LLC 7,859 7,830 -29 -0.37%
Argus Investors Counsel Inc. 536 534 -2 -0.37%
Contravisory Investment Management Inc. 1,146 1,142 -4 -0.35%
Stonegate Investment Group LLC 1,890 1,884 -6 -0.32%
Arlington Trust Co LLC 1,326 1,322 -4 -0.30%
Massmutual Trust Co. FSB ADV 73,265 73,066 -199 -0.27%
RSM US Wealth Management LLC 3,436 3,428 -8 -0.23%
Boyd Watterson Asset Management LLC OH 458 457 -1 -0.22%
Fluent Financial LLC 561 560 -1 -0.18%
Checchi Capital Advisers LLC 1,344 1,342 -2 -0.15%
State of Alaska Department of Revenue 51,894 51,839 -55 -0.11%
Edmp Inc. 8,954 8,945 -9 -0.10%
Mather Group LLC. 2,144 2,143 -1 -0.05%
Chesley Taft & Associates LLC 6,630 6,627 -3 -0.05%
13F Filers Exiting AMP
BKM Wealth Management LLC 56 0 -56 -100.00%
Turtle Creek Wealth Advisors LLC 89 0 -89 -100.00%
Sapient Capital LLC 3,492 0 -3,492 -100.00%
McGlone Suttner Wealth Management Inc. 338 0 -338 -100.00%
B.O.S.S. Retirement Advisors LLC 709 0 -709 -100.00%
Fidelis Capital Partners LLC 656 0 -656 -100.00%
Advisor Resource Council 824 0 -824 -100.00%
International Assets Investment Management LLC 76,726 0 -76,726 -100.00%
Concord Wealth Partners 5 0 -5 -100.00%
Glassman Wealth Services 177 0 -177 -100.00%
Carlson Capital Management 1,064 0 -1,064 -100.00%
Verity & Verity LLC 33,706 0 -33,706 -100.00%
Simplex Trading LLC 1,874 0 -1,874 -100.00%
Arlington Partners LLC 147 0 -147 -100.00%
Hollencrest Capital Management 731 0 -731 -100.00%
Hennessy Advisors Inc. 7,500 0 -7,500 -100.00%
Rational Advisors LLC 1,150 0 -1,150 -100.00%
Riverbridge Partners LLC 559 0 -559 -100.00%

See Summary: Institutional Holders of AMP
See Details: Top 10 Hedge Funds Holding AMP
Also See: AMP Insider Buying

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