RESOURCES MANAGEMENT CORP /CT/ /ADV
Position in AMP — Ameriprise Financial Inc
CIK 749044
WEST HARTFORD, CT
Position in AMP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$51,106
-$5,283 QoQ
Shares Held
115
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026RESOURCES MANAGEMENT CORP /CT/ /ADV holds $20,279,632 across 5 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
13,662 | $13,136,832 | |
| 2 | BX |
Blackstone Inc.
|
40,214 | $4,731,981 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
26,480 | $1,034,044 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
57,204 | $831,746 | |
| 5 | AB |
Alliancebernstein Holding L.P.
|
15,475 | $545,029 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,106 | 115 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $56,389 | 115 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $56,493 | 115 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $88,065 | 165 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $79,878 | 165 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $87,850 | 165 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $77,518 | 165 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $70,486 | 165 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $116,186 | 265 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $100,654 | 265 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $87,365 | 265 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $88,022 | 265 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $5,763 | 6,788 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $102,752 | 330 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $83,143 | 330 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $78,434 | 330 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $99,118 | 330 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $87,159 | 330 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $75,908 | 305 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $76,011 | 327 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $63,545 | 327 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $50,393 | 327 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $106,078 | 707 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $72,453 | 707 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||