
Sep 29, 2026
7,345 Shares of Ameriprise Financial, Inc. $AMP Bought by Cim Investment Management Inc.
Cim Investment Management Inc. recently purchased 7,345 shares of Ameriprise Financial, Inc. (NYSE:AMP) valued at approximately $3.37 million, making it a significant holding in their portfolio. Other institutional investors also substantially increased their stakes in Ameriprise Financial during the second quarter. The company reported strong Q2 earnings with EPS of $11.07 and revenue of $4.90 billion, while analysts hold a mixed "Hold" rating with an average price target of $555.33.
Company relevance
100.00%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish

Sep 25, 2026
Advisor moves: Raymond James lands $1.25B team as Merrill loses two
Raymond James Associates has recruited Greenwood Wealth Partners, a four-advisor team managing $1.25 billion, from D.M. Kelly & Company, expanding its Midwest presence. Meanwhile, UBS gained a Merrill Lynch duo in Silicon Valley, and Ameriprise added a next-gen advisor to a growing Boca Raton practice that recently joined from Oppenheimer. These moves highlight significant shifts in advisor affiliations across major financial firms.
Company relevance
73.66%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish

Sep 25, 2026
Serve Robotics Inc Stock Short Interest Rises to 38.59%
Serve Robotics Inc (SERV) saw its stock short interest increase to 38.59% of the float as of September 15th, representing a 4.66% rise from August 31st. This equates to 32,083,311 shares shorted, which would take an estimated 11.45 days to cover. The article also details recent hedge fund activity, with some institutions like Blackrock increasing their positions while others like Uber Technologies removed shares, and highlights insider selling activity and analyst ratings with a median price target of $16.6.
Company relevance
63.76%
Company sentiment
Bearish
Overall sentiment
Somewhat-Bearish

Sep 24, 2026
Ameriprise, advisor on the hook to pay Edward Jones $4.7 million in trade secrets lawsuit.
Edward Jones has won a three-year-old lawsuit against Ameriprise Financial and former advisor Cory Clem, securing over $4.7 million in damages and costs for trade secret violations. An arbitration panel ruled that Clem and Ameriprise misappropriated client information when Clem moved to Ameriprise in 2023. Ameriprise expressed disagreement with the outcome.
Company relevance
94.93%
Company sentiment
Bearish
Overall sentiment
Bearish

Sep 24, 2026
Prudential Advisors has become Prudential Wealth Advisors in 'milestone' move
Prudential Advisors has rebranded as Prudential Wealth Advisors, signifying a strategic shift towards comprehensive wealth management and financial planning. The company has seen significant growth in assets under management, increasing by over 60% since 2023 to $44 billion, partly due to its partnership with LPL Financial. This rebranding aims to attract more wealth management teams and reflects their holistic approach to client services.
Company relevance
63.64%
Company sentiment
Somewhat-Bearish
Overall sentiment
Somewhat-Bullish

Sep 24, 2026
Advisor moves: Raymond James, Baird add significant teams in latest recruiting push
Raymond James and Baird have both significantly expanded their advisor teams, with Raymond James Financial Services adding Harris Wealth Partners and their $500 million in client assets in New York. Baird welcomed Christy Gatien, CFP, with over $300 million in client assets, to its Bellevue, Washington office. These moves highlight the intensifying competition among independent broker-dealers for established financial practices.
Company relevance
64.76%
Company sentiment
Neutral
Overall sentiment
Somewhat-Bullish

Sep 24, 2026
Prudential renames U.S. advice business as Prudential Wealth Advisors
Prudential Financial Inc. has rebranded its U.S. financial advice business, Prudential Advisors, to Prudential Wealth Advisors. This change reflects its expanded focus on comprehensive wealth management practices, supported by investments in technology and a strategic partnership with LPL Financial. The business, which has seen assets under management grow by over 60% to $44 billion in less than three years, aims to attract and support a wider range of financial advisors.
Company relevance
64.34%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish

Sep 23, 2026
Envestnet Portfolio Solutions Inc. Grows Stock Position in Ameriprise Financial, Inc. $AMP
Envestnet Portfolio Solutions Inc. significantly increased its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 1,634.0% in the second quarter, bringing its total holdings to 48,378 shares valued at $22.2 million. This move is part of broader institutional investment, as Ameriprise Financial reported strong quarterly earnings with EPS of $11.07 and revenue up 11.6% year-over-year. Despite recent insider selling, analysts maintain a consensus "Hold" rating with an average price target of $555.33 for AMP shares.
Company relevance
100.00%
Company sentiment
Neutral
Overall sentiment
Neutral

Sep 23, 2026
Envestnet Asset Management Inc. Buys 3,036,128 Shares of Ameriprise Financial, Inc. $AMP
Envestnet Asset Management Inc. significantly increased its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 960.8% in the second quarter, purchasing an additional 3,036,128 shares. This brings their total holdings to 3,352,117 shares, valued at approximately $1.53 billion. Other institutional investors also adjusted their positions, and the article provides details on Ameriprise Financial's recent stock performance, earnings, dividend announcement, and insider trading activity.
Company relevance
100.00%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish

Sep 23, 2026
QRG Capital Management Inc. Buys 165,269 Shares of Ameriprise Financial, Inc. $AMP
QRG Capital Management Inc. significantly increased its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 2,253.5% in the second quarter, purchasing an additional 165,269 shares. The firm now holds 172,603 shares valued at $79.18 million. This report also details other institutional investor activities, insider transactions, and recent analyst ratings for Ameriprise Financial.
Company relevance
100.00%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish

Sep 23, 2026
Ameriprise runs advisor ads on ESPN, Golf Channel, CBS
Ameriprise Financial has launched a new national advertising campaign across major broadcast and streaming platforms, including ESPN, Golf Channel, and CBS, to promote its financial advisor services. This initiative comes as the brokerage faces slowing client net flows and recent departures of significant advisor teams. The campaign aims to attract new clients and support advisor recruitment and retention by leveraging sports audiences and building brand visibility and trust.
Company relevance
100.00%
Company sentiment
Somewhat-Bearish
Overall sentiment
Neutral

Sep 23, 2026
Fear of Meta’s Muse whacks share prices of financial advice firms: Reports
Shares of publicly traded financial advice and wealth management companies experienced a significant drop following the launch and quick adoption of Meta's new Muse application. This sell-off, primarily driven by fears that AI-powered financial planning tools will erode traditional advisor fees, marks the second such tech-triggered market reaction this year. Companies like LPL Financial and Charles Schwab saw their stock prices fall, highlighting growing anxiety within the financial sector about the disruptive potential of artificial intelligence.
Company relevance
80.82%
Company sentiment
Somewhat-Bearish
Overall sentiment
Somewhat-Bearish

Sep 23, 2026
$CBIO stock is down 14% today. Here's what we see in our data.
CBIO stock has dropped 14% today with approximately $6,815,012 in trading volume. Insider trading activity shows 1 purchase and 16 sales in the past six months, with notable sales by company officers. Institutional investors have seen mixed activity, with 48 increasing and 32 decreasing positions, including significant additions by LOGOS GLOBAL MANAGEMENT LP and BLACKROCK, INC., and complete removals by BOXER CAPITAL MANAGEMENT, LLC and DEEP TRACK CAPITAL, LP.
Company relevance
63.11%
Company sentiment
Neutral
Overall sentiment
Neutral

Sep 23, 2026
Paychex Slides as Core Segment Growth Disappoints Despite Earnings Beat
Paychex (PAYX) stock dropped 8.1% despite beating earnings expectations, likely due to slower-than-anticipated growth in its largest segment, Management Solutions. While overall revenue and adjusted EPS increased, the company's unchanged full-year guidance for total revenue and EPS growth, coupled with the core segment's underperformance relative to its own outlook, led to investor disappointment. The article also details significant insider selling, hedge fund activity, congressional trading, and analyst price targets for PAYX.
Company relevance
60.26%
Company sentiment
Neutral
Overall sentiment
Somewhat-Bearish
Sep 22, 2026
LPL Financial, Northern Trust, Ameriprise Financial, Morgan Stanley, and Paymentus Stocks Trade Down, What You Need To Know
Several financial stocks including LPL Financial, Northern Trust, Ameriprise Financial, Morgan Stanley, and Paymentus traded down following the Federal Reserve's recent 25 basis point rate hike. The Fed's action, intended to combat inflation, has led to investor concerns about slower loan demand, higher borrowing costs, and potential credit deterioration for financial institutions. Despite the market's overreaction, these price drops could present buying opportunities for high-quality stocks.
Company relevance
98.36%
Company sentiment
Somewhat-Bearish
Overall sentiment
Somewhat-Bearish

Sep 22, 2026
State Street Corp Raises Holdings in Ameriprise Financial, Inc. $AMP
State Street Corp significantly increased its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 1,279.7% in the second quarter, now owning 63.4 million shares valued at approximately $29.1 billion. Institutional investors collectively hold 83.95% of AMP. Analysts maintain a "Moderate Buy" rating for Ameriprise, with an average price target of $555.33, following the company's strong Q2 earnings report which beat EPS estimates and showed an 11.6% year-over-year revenue increase.
Company relevance
100.00%
Company sentiment
Bullish
Overall sentiment
Bullish

Sep 22, 2026
Andra AP fonden Buys 62,718 Shares of Ameriprise Financial, Inc. $AMP
Andra AP fonden significantly increased its stake in Ameriprise Financial, Inc. (NYSE:AMP) during the second quarter, purchasing 62,718 additional shares and bringing its total holdings to 70,518 shares valued at approximately $32.4 million. Despite the firm exceeding quarterly earnings and revenue expectations, Ameriprise shares recently fell 4.5% to $511.45. Analyst sentiment remains generally positive, with the stock holding a "Moderate Buy" consensus rating and an average price target of $555.33.
Company relevance
100.00%
Company sentiment
Somewhat-Bullish
Overall sentiment
Neutral

Sep 22, 2026
Ameriprise Financial (NYSE:AMP) Trading Down 4.4% - Should You Sell?
Ameriprise Financial (NYSE:AMP) shares dropped 4.4% to $511.94 on lower-than-average trading volume, placing it below its 50-day moving average. Despite the dip, analysts generally maintain a "Moderate Buy" rating with a target price of $555.33, and the company recently surpassed quarterly EPS and revenue estimates. However, insiders have sold nearly $16.3 million in stock over the last quarter, contrasting with institutional investors who own a significant portion of shares.
Company relevance
100.00%
Company sentiment
Somewhat-Bearish
Overall sentiment
Neutral

Sep 22, 2026
Ameriprise Financial Slides as Sector Weakness Appears to Outweigh Company Fundamentals
Ameriprise Financial (AMP) experienced a 4.6% stock decline, which appears to be driven by broader sector weakness in wealth management and financial services rather than company-specific news. The drop is likely due to investors rotating out of rate-sensitive financial names and taking profits, despite Ameriprise's recent strong quarterly performance. Insider selling and institutional trading activity are also detailed, alongside recent congressional trades and analyst price targets.
Company relevance
99.60%
Company sentiment
Bearish
Overall sentiment
Somewhat-Bearish

Sep 22, 2026
$825M Group Stays With LPL After Their OSJ Jumps to Cetera
A group of 28 advisors and staff overseeing $825 million in client assets has joined Gateway Financial Partners, allowing them to remain with LPL Financial. This move comes after their former office of supervisory jurisdiction, Sierra Ridge, announced its departure from LPL to affiliate with Cetera Financial Group. The group emphasized their commitment to clients and avoiding platform changes despite the OSJ's transition.
Company relevance
60.38%
Company sentiment
Neutral
Overall sentiment
Neutral

Sep 20, 2026
Nykredit A S Makes New $16.21 Million Investment in Ameriprise Financial, Inc. $AMP
Nykredit A/S recently invested $16.21 million in Ameriprise Financial, acquiring 35,327 shares, as institutional investors now hold 83.95% of the company. Ameriprise exceeded Q2 earnings expectations with $11.07 EPS and $4.90 billion in revenue, leading to a "Moderate Buy" consensus from analysts with an average price target of $555.33. The company also declared a quarterly dividend of $1.70 per share, offering a 1.3% yield.
Company relevance
98.83%
Company sentiment
Bullish
Overall sentiment
Bullish

Sep 19, 2026
Ameriprise Financial, Inc. (NYSE:AMP) Receives Average Recommendation of "Moderate Buy" from Analysts
Eleven research firms currently cover Ameriprise Financial (NYSE:AMP), with a consensus recommendation of "Moderate Buy." The average 12-month price target is $555.33, and the company recently exceeded Q2 earnings estimates with $11.07 EPS on $4.90 billion revenue. While insiders have sold shares worth $16.3 million, institutional investors hold a significant 83.95% stake, and Ameriprise maintains a quarterly dividend of $1.70.
Company relevance
97.10%
Company sentiment
Somewhat-Bullish
Overall sentiment
Neutral

Sep 18, 2026
$1000 Invested In Ameriprise Financial 15 Years Ago Would Be Worth This Much Today
This article calculates the return on a $1000 investment in Ameriprise Financial (NYSE: AMP) made 15 years ago. The investment would now be worth $13,686.95, reflecting an annualized outperformance of 5.44% compared to the market. The piece highlights the significant impact of compounded returns over time.
Company relevance
100.00%
Company sentiment
Bullish
Overall sentiment
Bullish

Sep 17, 2026
Ameriprise Financial Lowers Indirect Voting Stake in Castings plc (CGS) to 16.995% via Columbia Threadneedle
Ameriprise Financial, through its Columbia Threadneedle entities, has reduced its indirect voting stake in UK-listed iron castings manufacturer Castings plc (CGS) from 17.049% to 16.995% as of September 15, 2026. This change in shareholding, totaling 7,391,834 voting rights, was disclosed to Castings plc on September 17, 2026, due to crossing a regulatory threshold under DTR5. Threadneedle Asset Management Limited accounts for the largest portion of this holding, representing 14.759% of Castings’ total voting rights.
Company relevance
92.46%
Company sentiment
Neutral
Overall sentiment
Neutral

Sep 17, 2026
Ameriprise Financial, Inc. $AMP Shares Sold by Corient Private Wealth LP
Corient Private Wealth LP reduced its stake in Ameriprise Financial (NYSE:AMP) by 23.8% in Q2 2026, selling 6,603 shares and retaining 21,085 shares worth approximately $9.7 million. Despite this, institutional investors hold 83.95% of AMP, and analysts maintain a "Moderate Buy" rating with an average price target of $555.33. Ameriprise also reported strong Q2 earnings, exceeding EPS estimates, and announced a quarterly dividend of $1.70.
Company relevance
100.00%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish

Sep 17, 2026
Bank of America Corp DE Acquires New Position in Ameriprise Financial, Inc. $AMP
Bank of America Corp DE has acquired a new stake of 699,599 shares in Ameriprise Financial, Inc., valued at approximately $320.9 million. This acquisition makes Bank of America one of several large institutional investors increasing their holdings in Ameriprise. Ameriprise Financial reported strong quarterly earnings, surpassing analyst expectations with $11.07 EPS and $4.90 billion in revenue, leading to a consensus "Moderate Buy" rating among analysts.
Company relevance
95.20%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish

Sep 15, 2026
Ameriprise Looks Reasonably Well Positioned Within Attractive US Wealth Management Space
Ameriprise Financial is strategically focusing on its wealth management business, investing in technology, product offerings, and its banking services to attract and retain clients and advisors. This approach positions the company well within the competitive U.S. wealth management sector.
Company relevance
100.00%
Company sentiment
Bullish
Overall sentiment
Bullish

Sep 15, 2026
NewEdge Advisors LLC Sells 4,724 Shares of Ameriprise Financial, Inc. $AMP
NewEdge Advisors LLC significantly reduced its stake in Ameriprise Financial, Inc. (NYSE:AMP) by selling 4,724 shares, decreasing its position by 29.7% in the second quarter. Despite this, Ameriprise Financial continues to be a "Moderate Buy" according to analysts, with a consensus target price of $555.33, and the company reported strong Q2 earnings, beating analyst estimates with $11.07 EPS. Institutional investors collectively own 83.95% of the stock, though some large holders like California State Teachers Retirement System and Norges Bank have made substantial new investments or increased their positions.
Company relevance
100.00%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish

Sep 15, 2026
Ameriprise Financial, Inc. $AMP Shares Sold by RFG Advisory LLC
RFG Advisory LLC significantly reduced its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 79.9% during the second quarter, now holding 796 shares valued at $365,000. Despite this sale, other institutional investors increased their positions, and the article details recent analyst upgrades, price performance, and insider selling activities for Ameriprise Financial. The company also announced a quarterly dividend of $1.70 per share.
Company relevance
100.00%
Company sentiment
Somewhat-Bullish
Overall sentiment
Somewhat-Bullish