MONETA GROUP INVESTMENT ADVISORS LLC
Position in AMP — Ameriprise Financial Inc
CIK 1120927
ST LOUIS, MO
Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$817,969
+$15,383 QoQ
Shares Held
1,783
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#663
of 1,371 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $17,688,789 across 19 Asset Management names. AMP ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
132,041 | $5,623,626 | |
| 2 | ASST |
Strive, Inc.
|
291,087 | $3,175,759 | |
| 3 | BLK |
BlackRock, Inc.
|
1,950 | $1,875,042 | |
| 4 | BX |
Blackstone Inc.
|
13,519 | $1,590,780 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
25,503 | $1,143,809 | |
| 6 | STT |
State Street Corp
|
5,144 | $872,422 | |
| 7 | AMP |
Ameriprise Financial Inc
This page
|
1,783 | $817,969 | |
| 8 | BEN |
Franklin Resources Inc
|
14,064 | $467,909 |
All Filings in AMP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,969 | 1,783 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $802,586 | 1,806 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $923,310 | 1,883 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $895,548 | 1,823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $998,075 | 1,870 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $830,732 | 1,716 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $946,660 | 1,778 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $510,683 | 1,087 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $440,432 | 1,031 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $373,112 | 851 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $350,203 | 922 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $299,349 | 908 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $458,380 | 1,380 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $507,257 | 1,655 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $385,164 | 1,237 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $375,909 | 1,492 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $443,986 | 1,868 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $519,022 | 1,728 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||