Pointe Capital Management LLC
Position in AMP — Ameriprise Financial Inc
CIK 1640335
GROSSE POINTE FARMS, MI
Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$619,784
+$10,068 QoQ
Shares Held
1,351
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#725
of 1,374 holders
Holding Since
Mar 2020
25 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, 2026Pointe Capital Management LLC holds $8,921,527 across 11 Asset Management names. AMP ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
115,602 | $2,376,777 | |
| 2 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
109,577 | $1,593,249 | |
| 3 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
150,408 | $1,475,502 | |
| 4 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
42,461 | $644,982 | |
| 5 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
77,964 | $644,762 | |
| 6 | AMP |
Ameriprise Financial Inc
This page
|
1,351 | $619,784 | |
| 7 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
23,747 | $442,644 | |
| 8 | EVV |
Eaton Vance Ltd Duration Income Fund
|
44,619 | $418,080 |
All Filings in AMP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,784 | 1,351 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $609,716 | 1,372 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $672,746 | 1,372 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $673,995 | 1,372 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $732,277 | 1,372 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $664,198 | 1,372 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $730,493 | 1,372 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $663,371 | 1,412 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $603,192 | 1,412 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $619,077 | 1,412 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $536,319 | 1,412 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $465,508 | 1,412 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $469,009 | 1,412 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $448,103 | 1,462 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $516,251 | 1,658 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $434,109 | 1,723 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $409,522 | 1,723 | Shares | Sole | 2022-08-26 | |
| 2022-03-31 | $517,520 | 1,723 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $478,057 | 1,810 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $450,472 | 1,810 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $420,734 | 1,810 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $346,879 | 1,785 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $379,110 | 2,460 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $369,098 | 2,460 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $252,100 | 2,460 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||