Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTZ
Mastec Inc

Industrials
78
+ 15.06%
$119.94 - $147.94 $9.36K - $11.5K
596 $81K
NTR
Nutrien Ltd.

Basic Materials
396
+ 1100.0%
$44.04 - $50.78 $17.4K - $20.1K
432 $19K
PAYC
Paycom Software, Inc.

Technology
9
+ 2.24%
$159.94 - $240.25 $1.44K - $2.16K
411 $84K
SON
Sonoco Products CO

Consumer Cyclical
379
+ 823.91%
$48.6 - $54.89 $18.4K - $20.8K
425 $20K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
230
New
$81.34 - $96.75 $18.7K - $22.3K
230 $18K
BRKR
Bruker Corp

Healthcare
307
+ 352.87%
$48.25 - $67.46 $14.8K - $20.7K
394 $23K
DNP
Dnp Select Income Fund Inc

Financial Services
3.48K
+ 30.29%
$8.82 - $9.96 $30.7K - $34.7K
15K $132K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1K
+ 13.13%
$14.38 - $15.35 $14.4K - $15.4K
8.62K $128K
ESLT
Elbit Systems LTD

Industrials
32
+ 19.88%
$201.1 - $263.5 $6.44K - $8.43K
193 $49K
PJUL
Innovator U.S. Equity Power Bu

ETFs
284
+ 3.53%
$40.12 - $41.68 $11.4K - $11.8K
8.33K $342K
MGPI
Mgp Ingredients Inc

Consumer Defensive
433
+ 7216.67%
$38.87 - $83.35 $16.8K - $36.1K
439 $17K
TAP
Molson Coors Beverage CO

Consumer Defensive
298
+ 25.28%
$53.97 - $63.88 $16.1K - $19K
1.48K $84K
ORI
Old Republic International Corp

Financial Services
440
+ 60.44%
$34.4 - $38.98 $15.1K - $17.2K
1.17K $42K
RF
Regions Financial Corp

Financial Services
683
+ 36.39%
$22.45 - $27.47 $15.3K - $18.8K
2.56K $60K
ROKU
Roku, Inc

Communication Services
219
+ 52.77%
$64.08 - $84.12 $14K - $18.4K
634 $47K
ROST
Ross Stores, Inc.

Consumer Cyclical
93
+ 2.45%
$138.59 - $156.61 $12.9K - $14.6K
3.9K $589K
SEIC
Sei Investments CO

Financial Services
158
+ 53.74%
$69.36 - $86.58 $11K - $13.7K
452 $37K
STWD
Starwood Property Trust, Inc.

Real Estate
1.37K
+ 22.97%
$18.95 - $20.37 $26K - $27.9K
7.34K $138K
TDY
Teledyne Technologies Inc

Technology
27
+ 15.08%
$436.59 - $489.24 $11.8K - $13.2K
206 $95K
WAL
Western Alliance Bancorporation

Financial Services
215
+ 115.59%
$80.51 - $96.1 $17.3K - $20.7K
401 $33K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
467
+ 237.06%
$35.21 - $44.8 $16.4K - $20.9K
664 $25K
AMSC
American Superconductor Corp

Industrials
639
+ 4260.0%
$21.33 - $36.81 $13.6K - $23.5K
654 $16K
BST
Black Rock Science & Technology Trust

Financial Services
453
New
$34.86 - $38.04 $15.8K - $17.2K
453 $16K
CHTR
Charter Communications, Inc.

Communication Services
36
+ 16.36%
$315.38 - $408.02 $11.4K - $14.7K
256 $87K
DPZ
Dominos Pizza Inc

Consumer Cyclical
41
+ 37.61%
$408.59 - $476.19 $16.8K - $19.5K
150 $62K
DBX
Dropbox, Inc.

Technology
365
+ 33.46%
$25.05 - $30.8 $9.14K - $11.2K
1.46K $43K
DTM
Dt Midstream, Inc.

Energy
57
+ 11.35%
$78.85 - $108.56 $4.49K - $6.19K
559 $55K
EXC
Exelon Corp

Utilities
2.03K
+ 9.77%
$36.22 - $40.97 $73.6K - $83.3K
22.8K $859K
FITB
Fifth Third Bancorp

Financial Services
477
+ 6.74%
$41.76 - $48.44 $19.9K - $23.1K
7.56K $319K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
1.43K
New
$11.02 - $12.05 $15.8K - $17.3K
1.43K $16K
EWG
Ishares Msci Germany ETF

ETFs
500
+ 675.68%
$31.27 - $33.44 $15.6K - $16.7K
574 $18K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
319
New
$50.67 - $50.9 $16.2K - $16.2K
319 $16K
MMYT
Make My Trip LTD

Consumer Cyclical
183
+ 831.82%
N/A
205 $17K
MSCI
Msci Inc.

Financial Services
21
+ 8.94%
$569.09 - $635.99 $12K - $13.4K
256 $153K
NTNX
Nutanix, Inc.

Technology
256
+ 123.08%
$56.46 - $73.18 $14.5K - $18.7K
464 $28K
SU
Suncor Energy Inc

Energy
497
+ 35.42%
$34.5 - $41.53 $17.1K - $20.6K
1.9K $67K
TCHP
T Rowe Price Exchange Traded F

Technology
393
New
$39.17 - $43.9 $15.4K - $17.3K
393 $16K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.24K
+ 11.16%
$56.61 - $61.63 $70.3K - $76.5K
12.4K $700K
WHR
Whirlpool Corp

Consumer Cyclical
98
+ 17.31%
$99.28 - $124.45 $9.73K - $12.2K
664 $76K
AM
Antero Midstream Corp

Energy
951
+ 17.76%
$14.22 - $15.97 $13.5K - $15.2K
6.31K $95K
APLD
Applied Blockchain, Inc.

Financial Services
2K
New
$5.97 - $10.68 $11.9K - $21.4K
2K $15K
CVI
Cvr Energy Inc

Energy
845
+ 502.98%
$15.9 - $25.09 $13.4K - $21.2K
1.01K $18K
SKYY
First Trust Cloud Computing Et

ETFs
50
+ 10.44%
$99.98 - $130.46 $5K - $6.52K
529 $63K
GFI
Gold Fields LTD

Basic Materials
1.17K
+ 332.67%
$13.16 - $18.91 $15.4K - $22.1K
1.52K $20K
HLN
Haleon PLC

Healthcare
2.38K
+ 31.77%
$9.23 - $10.71 $22K - $25.5K
9.88K $94K
HSTM
Healthstream Inc

Healthcare
464
+ 545.88%
$28.11 - $33.16 $13K - $15.4K
549 $17K
LWLG
Lightwave Logic, Inc.

Basic Materials
7.5K
New
$1.78 - $4.08 $13.4K - $30.6K
7.5K $15K
NDAQ
Nasdaq, Inc.

Financial Services
141
+ 12.25%
$70.87 - $83.05 $9.99K - $11.7K
1.29K $99K
PRIM
Primoris Services Corp

Industrials
198
+ 2200.0%
$57.06 - $84.91 $11.3K - $16.8K
207 $15K
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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