Pointe Capital Management LLC
Position in AMP — Ameriprise Financial Inc
CIK 1640335
GROSSE POINTE FARMS, MI
Position in AMP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$609,716
-$63,030 QoQ
Shares Held
1,372
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Pointe Capital Management LLC holds $8,614,983 across 11 Asset Management names. AMP ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
124,101 | $2,124,609 | |
| 2 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
113,351 | $1,563,110 | |
| 3 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
168,107 | $1,455,806 | |
| 4 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
84,722 | $692,178 | |
| 5 | AMP |
Ameriprise Financial Inc
This page
|
1,372 | $609,716 | |
| 6 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
42,556 | $536,631 | |
| 7 | EVV |
Eaton Vance Ltd Duration Income Fund
|
48,127 | $454,800 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
24,307 | $390,613 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||