Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
736
+ 8.1%
$46.0 - $47.12 $33.9K - $34.7K
9.82K $452K
FIVN
Five9, Inc.

Technology
520
+ 912.28%
$27.26 - $43.41 $14.2K - $22.6K
577 $23K
LYB
Lyondell Basell Industries N.V.

Basic Materials
564
+ 59.56%
$72.97 - $96.75 $41.2K - $54.6K
1.51K $112K
TPYP
Managed Portfolio Ser Tortoise

ETFs
165
+ 2.76%
$31.7 - $36.82 $5.23K - $6.08K
6.14K $209K
OMF
One Main Holdings, Inc.

Financial Services
288
+ 21.56%
$45.27 - $57.43 $13K - $16.5K
1.62K $84K
PCAR
Paccar Inc

Industrials
84
+ 3.32%
$97.92 - $118.41 $8.23K - $9.95K
2.61K $271K
RPRX
Royalty Pharma PLC

Healthcare
877
+ 417.62%
$24.28 - $28.39 $21.3K - $24.9K
1.09K $27K
SNY
Sanofi

Healthcare
1.44K
+ 28.4%
$45.89 - $57.31 $66.2K - $82.7K
6.52K $314K
SONY
Sony Group Corp

Technology
7.65K
+ 413.74%
$17.53 - $96.8 $134K - $741K
9.5K $200K
UNFI
United Natural Foods Inc

Consumer Defensive
100
+ 5.36%
$19.1 - $29.62 $1.91K - $2.96K
1.97K $53K
BME
Black Rock Health Sciences Trust

Financial Services
574
New
$36.92 - $42.26 $21.2K - $24.3K
574 $21K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.07K
+ 45.7%
$23.17 - $26.26 $24.9K - $28.2K
3.42K $82K
EMLP
First Tr Exchange Traded Iv

ETFs
25
+ 0.25%
$33.69 - $38.24 $842 - $956
9.89K $352K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
69
+ 7.86%
$109.13 - $130.93 $7.53K - $9.03K
947 $118K
IYT
Ishares Tr U.S. Transportation

ETFs
343
+ 23.3%
$66.79 - $75.4 $22.9K - $25.9K
1.82K $122K
NTRS
Northern Trust Corp

Financial Services
62
+ 5.3%
$88.4 - $111.16 $5.48K - $6.89K
1.23K $126K
OPCH
Option Care Health, Inc.

Healthcare
897
+ 3322.22%
$21.74 - $31.64 $19.5K - $28.4K
924 $21K
PKG
Packaging Corp Of America

Consumer Cyclical
81
+ 25.96%
$211.98 - $248.85 $17.2K - $20.2K
393 $88K
PRI
Primerica, Inc.

Financial Services
71
+ 27.31%
$265.71 - $304.93 $18.9K - $21.7K
331 $89K
SPH
Suburban Propane Partners LP

Utilities
1.56K
+ 18.65%
$17.0 - $19.85 $26.5K - $30.9K
9.9K $170K
AGCO
Agco Corp

Industrials
220
+ 333.33%
$89.46 - $101.89 $19.7K - $22.4K
286 $26K
CAG
Conagra Brands Inc.

Consumer Defensive
1.38K
+ 35.82%
$26.48 - $32.72 $36.4K - $45K
5.21K $144K
INVH
Invitation Homes Inc.

Real Estate
702
+ 101.15%
$31.4 - $34.69 $22K - $24.4K
1.4K $44K
SFL
Sfl Corp Ltd.

Industrials
1.94K
+ 6917.86%
$9.72 - $11.76 $18.8K - $22.8K
1.97K $20K
AEM
Agnico Eagle Mines LTD

Basic Materials
330
+ 10.83%
$75.99 - $88.85 $25.1K - $29.3K
3.38K $264K
BNS
Bank Of Nova Scotia

Financial Services
350
+ 121.11%
$51.5 - $57.02 $18K - $20K
639 $34K
EQIX
Equinix Inc

Real Estate
9
+ 4.62%
$865.69 - $985.0 $7.79K - $8.87K
204 $192K
CHK
Chesapeake Energy Corp

Energy
217
+ 91.56%
$81.46 - $87.57 $17.7K - $19K
454 $38K
IDCC
Inter Digital, Inc.

Communication Services
2
+ 0.58%
$142.61 - $200.59 $285 - $401
347 $67K
BSCV
Invesco ETF Self Indexed Fd Tr
1.18K
New
$16.02 - $16.72 $19K - $19.8K
1.18K $19K
IIM
Invesco Value Municipal Income Trust

Financial Services
1.71K
+ 310.0%
$11.71 - $12.93 $20K - $22K
2.26K $26K
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
765
New
$25.11 - $28.13 $19.2K - $21.5K
765 $19K
AINV
Apollo Investment Corp

Financial Services
1.7K
+ 197.79%
N/A
2.56K $28K
MCO
Moodys Corp

Financial Services
43
+ 4.49%
$454.04 - $500.88 $19.5K - $21.5K
1K $473K
RIO
Rio Tinto PLC

Basic Materials
578
+ 47.61%
$58.59 - $71.15 $33.9K - $41.1K
1.79K $105K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
250
New
$74.89 - $84.46 $18.7K - $21.1K
250 $19K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
505
+ 29.86%
$63.27 - $70.31 $32K - $35.5K
2.2K $139K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
246
New
$77.23 - $82.11 $19K - $20.2K
246 $19K
XPO
Xpo Logistics, Inc.

Industrials
12
+ 1.66%
$105.35 - $158.2 $1.26K - $1.9K
736 $96K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
854
+ 142.33%
$19.99 - $22.62 $17.1K - $19.3K
1.45K $30K
CHKP
Check Point Software Technologies LTD

Technology
110
+ 21.96%
$170.18 - $209.01 $18.7K - $23K
611 $114K
COTY
Coty Inc.

Consumer Defensive
3.33K
+ 145.01%
$6.92 - $9.36 $23K - $31.2K
5.62K $39K
DAN
Dana Inc

Consumer Cyclical
1.51K
+ 1606.38%
$7.67 - $13.0 $11.6K - $19.6K
1.6K $18K
FXD
First Tr Exchange Traded Fd

ETFs
254
+ 44.8%
$62.05 - $68.52 $15.8K - $17.4K
821 $53K
FDD
First Trust Stoxx European Sel

ETFs
1.6K
New
$11.07 - $12.33 $17.7K - $19.7K
1.6K $18K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
923
+ 9.89%
$17.93 - $18.8 $16.5K - $17.4K
10.3K $186K
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
140
New
$132.63 - $210.23 $18.6K - $29.4K
140 $18K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
7K
New
$2.27 - $3.84 $15.9K - $26.9K
7K $18K
KBA
Kraneshares Bosera Msci China

ETFs
779
New
$23.29 - $30.93 $18.1K - $24.1K
779 $18K
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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