Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
1.28K
+ 980.77%
$32.55 - $36.44 $41.5K - $46.5K
1.41K $47K
PAGP
Plains Gp Holdings LP

Energy
2.39K
New
$17.2 - $20.02 $41.1K - $47.8K
2.39K $43K
APH
Amphenol Corp

Technology
115
+ 1.45%
$62.07 - $75.35 $7.14K - $8.67K
8.07K $560K
FNF
Fidelity National Financial, Inc.

Financial Services
1.22K
+ 27.38%
$55.19 - $63.83 $67.4K - $77.9K
5.68K $318K
FFBC
First Financial Bancorp

Financial Services
1.58K
New
$23.97 - $30.34 $37.8K - $47.9K
1.58K $42K
GNL
Global Net Lease, Inc.

Real Estate
6.31K
+ 157.59%
$7.02 - $8.61 $44.3K - $54.3K
10.3K $75K
HBAN
Huntington Bancshares Inc

Financial Services
2.04K
+ 39.15%
$14.18 - $18.2 $29K - $37.2K
7.26K $118K
XT
Ishares Tr Exponential Technol

ETFs
724
+ 62.74%
$58.7 - $62.72 $42.5K - $45.4K
1.88K $112K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.55K
+ 9.87%
$21.43 - $22.55 $76.1K - $80.1K
39.5K $851K
DOCU
Docusign, Inc.

Technology
234
+ 31.49%
$61.42 - $106.99 $14.4K - $25K
977 $87K
HSIC
Henry Schein Inc

Healthcare
609
+ 180.71%
$66.54 - $77.66 $40.5K - $47.3K
946 $65K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.2K
+ 2.16%
$23.25 - $23.37 $51.1K - $51.3K
104K $2.42M
CASY
Caseys General Stores Inc

Consumer Cyclical
75
+ 14.56%
$366.65 - $427.88 $27.5K - $32.1K
590 $233K
ACWI
Ishares Msci Acwi ETF

ETFs
373
+ 20.68%
$117.05 - $123.03 $43.7K - $45.9K
2.18K $255K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
595
New
$68.62 - $82.57 $40.8K - $49.1K
595 $40K
SUN
Sunoco LP

Energy
819
+ 90.6%
$50.8 - $56.82 $41.6K - $46.5K
1.72K $88K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
932
New
$41.02 - $44.55 $38.2K - $41.5K
932 $40K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
76
+ 55.07%
$338.38 - $446.21 $25.7K - $33.9K
214 $93K
VRSK
Verisk Analytics, Inc.

Industrials
104
+ 6.86%
$262.86 - $294.75 $27.3K - $30.7K
1.62K $445K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
645
+ 167.53%
$59.58 - $63.93 $38.4K - $41.2K
1.03K $63K
AAP
Advance Auto Parts Inc

Consumer Cyclical
818
+ 1543.4%
$35.69 - $47.44 $29.2K - $38.8K
871 $41K
DXCM
Dexcom Inc

Healthcare
409
+ 60.86%
$65.68 - $81.01 $26.9K - $33.1K
1.08K $84K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
1.2K
New
$32.41 - $33.9 $39K - $40.8K
1.2K $39K
KEYS
Keysight Technologies, Inc.

Technology
225
+ 11.27%
$149.01 - $172.53 $33.5K - $38.8K
2.22K $356K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
3.12K
New
$12.44 - $14.36 $38.8K - $44.8K
3.12K $39K
VONG
Vanguard Russell 1000 Growth E

ETFs
195
+ 6.98%
$95.27 - $107.82 $18.6K - $21K
2.99K $308K
DDOG
Datadog, Inc.

Technology
75
+ 7.75%
$113.98 - $168.65 $8.55K - $12.6K
1.04K $149K
DOV
Dover Corp

Industrials
258
+ 10.35%
$184.72 - $206.51 $47.7K - $53.3K
2.75K $516K
PGF
Invesco Exchange Traded Fd Tr

ETFs
2.66K
+ 967.64%
$14.4 - $15.83 $38.3K - $42.1K
2.94K $42K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
1.75K
New
$20.7 - $22.35 $36.3K - $39.2K
1.75K $38K
CPER
United States Copper Index Fun

ETFs
1.54K
New
$25.16 - $29.15 $38.8K - $45K
1.54K $38K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.43K
+ 79.82%
$33.77 - $44.09 $48.4K - $63.1K
3.23K $109K
DLTR
Dollar Tree, Inc.

Consumer Defensive
413
+ 35.88%
$61.21 - $76.19 $25.3K - $31.5K
1.56K $117K
LKQ
Lkq Corp

Consumer Cyclical
1.09K
+ 107.82%
$36.0 - $39.99 $39.2K - $43.5K
2.1K $77K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
472
+ 126.2%
$58.22 - $78.62 $27.5K - $37.1K
846 $60K
TRP
Tc Energy Corp

Energy
814
+ 72.23%
$44.03 - $50.23 $35.8K - $40.9K
1.94K $90K
NFG
National Fuel Gas CO

Energy
578
+ 46.76%
$58.89 - $64.23 $34K - $37.1K
1.81K $110K
NUE
Nucor Corp

Basic Materials
546
+ 65.86%
$115.78 - $167.74 $63.2K - $91.6K
1.38K $160K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
3.22K
+ 50.66%
$13.01 - $14.43 $41.9K - $46.5K
9.58K $126K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
3.83K
New
$9.57 - $10.31 $36.7K - $39.5K
3.83K $36K
CVNA
Carvana Co.

Consumer Cyclical
118
+ 30.03%
$175.8 - $260.8 $20.7K - $30.8K
511 $103K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
282
+ 43.93%
$123.69 - $133.68 $34.9K - $37.7K
924 $115K
HXL
Hexcel Corp

Industrials
567
+ 1069.81%
$58.56 - $65.31 $33.2K - $37K
620 $38K
IP
International Paper CO

Consumer Cyclical
539
+ 45.33%
$46.64 - $59.57 $25.1K - $32.1K
1.73K $93K
JCI
Johnson Controls International PLC

Industrials
351
+ 6.31%
$74.23 - $86.6 $26.1K - $30.4K
5.91K $466K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
2K
+ 397.61%
$16.46 - $17.93 $32.9K - $35.9K
2.5K $43K
NTRA
Natera, Inc.

Healthcare
15
+ 1.44%
$117.67 - $174.0 $1.77K - $2.61K
1.06K $167K
SNA
Snap On Inc

Industrials
38
+ 8.54%
$285.44 - $371.35 $10.8K - $14.1K
483 $163K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
428
+ 299.3%
$80.93 - $85.66 $34.6K - $36.7K
571 $46K
Activity Summary
Buys All Purchases 2174 New Holdings 382 Increased Positions 1792 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 2 Puts 1
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