Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
X
United States Steel Corp

Basic Materials
801
+ 149.44%
$30.14 - $42.31 $24.1K - $33.9K
1.34K $45K
ANSS
Ansys Inc

Technology
65
+ 33.68%
$313.05 - $361.45 $20.3K - $23.5K
258 $87K
AVA
Avista Corp

Utilities
715
+ 296.68%
$35.46 - $39.23 $25.4K - $28K
956 $35K
SYLD
Cambria Shareholder Yld ETF

ETFs
388
New
$68.06 - $76.27 $26.4K - $29.6K
388 $26K
JETS
ETF Ser Solutions U S Global J

ETFs
865
+ 106.66%
$20.04 - $25.93 $17.3K - $22.4K
1.68K $42K
FV
First Trust Dorsey Wright Focu

ETFs
200
+ 1.13%
$57.47 - $62.82 $11.5K - $12.6K
17.9K $1.06M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
559
New
$46.18 - $48.09 $25.8K - $26.9K
559 $26K
URA
Global X Uranium ETF

ETFs
1.01K
+ 304.22%
$26.78 - $33.46 $27K - $33.8K
1.34K $35K
IVT
Inven Trust Properties Corp.

Real Estate
383
+ 4.45%
$28.52 - $31.3 $10.9K - $12K
8.99K $270K
LUMN
Lumen Technologies, Inc.

Communication Services
6.91K
+ 115.31%
$5.31 - $10.12 $36.7K - $70K
12.9K $68K
MTH
Meritage Homes Corp

Consumer Cyclical
180
+ 545.45%
$151.91 - $205.12 $27.3K - $36.9K
213 $32K
MSEX
Middlesex Water CO

Utilities
500
+ 1136.36%
$52.63 - $69.7 $26.3K - $34.9K
544 $28K
NI
Nisource Inc.

Utilities
570
+ 22.96%
$33.74 - $38.25 $19.2K - $21.8K
3.05K $112K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
139
+ 3.2%
$81.6 - $90.89 $11.3K - $12.6K
4.48K $384K
ONL
Orion Office Reit Inc.

Real Estate
6.99K
+ 1215.48%
$3.68 - $4.32 $25.7K - $30.2K
7.56K $28K
RBLX
Roblox Corp

Communication Services
128
+ 9.28%
$39.86 - $61.45 $5.1K - $7.87K
1.51K $87K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
491
New
$51.33 - $58.78 $25.2K - $28.9K
491 $26K
AAL
American Airlines Group Inc.

Industrials
2.29K
+ 5.0%
N/A
48.1K $530K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
705
+ 11.52%
$40.97 - $42.66 $28.9K - $30.1K
6.83K $282K
DSGX
Descartes Systems Group Inc

Technology
182
+ 39.82%
$100.21 - $121.37 $18.2K - $22.1K
639 $72K
DTE
Dte Energy CO

Utilities
336
+ 15.98%
$117.04 - $129.77 $39.3K - $43.6K
2.44K $294K
EXPD
Expeditors International Of Washington Inc

Industrials
1.22K
+ 22.93%
$110.5 - $128.26 $134K - $156K
6.52K $721K
RACE
Ferrari N.V.

Consumer Cyclical
85
+ 35.12%
$422.83 - $490.34 $35.9K - $41.7K
327 $138K
AG
First Majestic Silver Corp

Basic Materials
4.59K
+ 805.44%
$5.39 - $7.94 $24.7K - $36.5K
5.16K $28K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.33K
+ 40.76%
N/A
4.6K $87K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
939
+ 123.07%
$26.55 - $26.67 $24.9K - $25K
1.7K $45K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.0%
$118.0 - $127.04 $118 - $127
20.9K $2.54M
JBL
Jabil Inc

Technology
121
+ 38.91%
$118.97 - $147.77 $14.4K - $17.9K
432 $62K
MSI
Motorola Solutions, Inc.

Technology
17
+ 1.19%
$449.08 - $504.6 $7.63K - $8.58K
1.44K $666K
RHI
Robert Half International Inc.

Industrials
342
+ 73.39%
$65.55 - $76.8 $22.4K - $26.3K
808 $56K
BKR
Baker Hughes CO

Energy
63
+ 1.43%
$35.98 - $44.88 $2.27K - $2.83K
4.47K $183K
FQAL
Fidelity Covington Tr Quality

ETFs
63
+ 0.17%
$64.43 - $68.47 $4.06K - $4.31K
37.7K $2.46M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
413
+ 1.46%
$41.09 - $45.94 $17K - $19K
28.7K $1.21M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
490
+ 28.71%
$49.84 - $59.6 $24.4K - $29.2K
2.2K $116K
MSM
Msc Industrial Direct CO Inc

Industrials
342
+ 412.05%
$73.09 - $90.18 $25K - $30.8K
425 $31K
RJF
Raymond James Financial Inc

Financial Services
38
+ 7.0%
$123.0 - $170.1 $4.67K - $6.46K
581 $90K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
394
New
$61.21 - $68.19 $24.1K - $26.9K
394 $24K
DOX
Amdocs LTD

Technology
304
+ 23.17%
$82.94 - $92.86 $25.2K - $28.2K
1.62K $137K
BRBR
Bellring Brands, Inc.

Consumer Defensive
97
+ 9.25%
$60.38 - $78.79 $5.86K - $7.64K
1.15K $86K
CHD
Church & Dwight CO Inc

Consumer Defensive
224
+ 5.62%
$99.11 - $112.25 $22.2K - $25.1K
4.21K $440K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
896
New
$26.08 - $27.65 $23.4K - $24.8K
896 $23K
PDP
Invesco Exchange Traded Fd Tr

ETFs
175
+ 15.18%
$102.88 - $117.55 $18K - $20.6K
1.33K $142K
OEF
Ishares S&P 100 ETF

ETFs
85
+ 23.35%
N/A
449 $119K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
69
+ 5.4%
$180.39 - $205.43 $12.4K - $14.2K
1.35K $255K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
546
+ 116.42%
$42.79 - $44.9 $23.4K - $24.5K
1.02K $43K
ACM
Aecom

Industrials
207
+ 390.57%
$101.97 - $116.97 $21.1K - $24.2K
260 $27K
BCS
Barclays PLC

Financial Services
1.28K
+ 27.14%
$11.65 - $13.67 $14.9K - $17.5K
6.01K $79K
KMX
Carmax Inc

Consumer Cyclical
249
+ 62.72%
$71.11 - $87.2 $17.7K - $21.7K
646 $52K
CLH
Clean Harbors Inc

Industrials
103
+ 130.38%
$228.61 - $263.39 $23.5K - $27.1K
182 $41K
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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