Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TCOM
Trip.Com Group LTD

Consumer Cyclical
8
+ 0.52%
$58.0 - $75.06 $464 - $600
1.54K $105K
ACHR
Archer Aviation Inc.

Industrials
374
+ 24.3%
$2.94 - $11.33 $1.1K - $4.24K
1.91K $18K
BMRC
Bank Of Marin Bancorp

Financial Services
16
+ 0.42%
$19.26 - $26.57 $308 - $425
3.85K $91K
BCE
Bce Inc

Communication Services
790
+ 217.63%
$22.53 - $34.84 $17.8K - $27.5K
1.15K $26K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
3.2K
New
$1.38 - $4.81 $4.42K - $15.4K
3.2K $14K
CPRI
Capri Holdings LTD

Consumer Cyclical
810
+ 609.02%
$19.39 - $43.18 $15.7K - $35K
943 $19K
CTSH
Cognizant Technology Solutions Corp

Technology
188
+ 7.74%
$74.37 - $82.32 $14K - $15.5K
2.62K $201K
FDMO
Fidelity Covington Tr Momentum

ETFs
210
New
$65.49 - $73.33 $13.8K - $15.4K
210 $14K
IWX
Ishares Tr Russell 200 Value E

ETFs
186
New
$78.25 - $85.17 $14.6K - $15.8K
186 $14K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
257
New
$56.7 - $62.15 $14.6K - $16K
257 $14K
MASI
Masimo Corp

Healthcare
52
+ 32.5%
$132.43 - $177.7 $6.89K - $9.24K
212 $35K
MPW
Medical Properties Trust Inc

Real Estate
4.24K
+ 230.36%
$3.72 - $5.77 $15.8K - $24.5K
6.08K $24K
PARA
Paramount Global

Communication Services
1.4K
+ 140.06%
$10.27 - $11.57 $14.3K - $16.1K
2.39K $24K
PEB
Pebblebrook Hotel Trust

Real Estate
1.04K
New
$11.85 - $14.94 $12.3K - $15.5K
1.04K $14K
PULS
Pgim ETF Tr

ETFs
300
New
$49.51 - $49.79 $14.9K - $14.9K
300 $14K
PFN
Pimco Income Strategy Fund Ii

Financial Services
1.92K
New
$7.33 - $7.72 $14K - $14.8K
1.92K $14K
RGR
Sturm Ruger & CO Inc

Industrials
346
+ 397.7%
N/A
433 $17K
XRX
Xerox Holdings Corp

Technology
1.84K
+ 267.2%
$8.17 - $11.07 $15K - $20.4K
2.53K $21K
ZM
Zoom Video Communications, Inc.

Technology
92
+ 15.57%
$67.21 - $89.03 $6.18K - $8.19K
683 $55K
AVSC
American Centy ETF Tr Avantis
233
+ 647.22%
$52.7 - $59.57 $12.3K - $13.9K
269 $14K
OWL
Blue Owl Capital Inc.

Financial Services
428
+ 43.32%
$19.51 - $24.81 $8.35K - $10.6K
1.42K $32K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
419
New
$31.31 - $35.01 $13.1K - $14.7K
419 $13K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
735
+ 24.32%
$14.26 - $15.2 $10.5K - $11.2K
3.76K $56K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
316
+ 155.67%
N/A
519 $21K
FDS
Factset Research Systems Inc

Financial Services
22
+ 19.13%
$449.69 - $495.72 $9.89K - $10.9K
137 $65K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
471
+ 395.8%
$29.05 - $41.22 $13.7K - $19.4K
590 $17K
INSM
Insmed Inc

Healthcare
195
+ 282.61%
$66.29 - $76.63 $12.9K - $14.9K
264 $18K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
170
+ 16.14%
$62.09 - $82.32 $10.6K - $14K
1.22K $81K
PFGC
Performance Food Group CO

Consumer Defensive
22
+ 1.19%
$78.03 - $90.57 $1.72K - $1.99K
1.87K $158K
PTC
Ptc Inc.

Technology
69
+ 57.98%
$175.97 - $201.89 $12.1K - $13.9K
188 $34K
SNPS
Synopsys Inc

Technology
128
+ 5.57%
$485.36 - $588.0 $62.1K - $75.3K
2.43K $1.18M
VMC
Vulcan Materials CO

Basic Materials
34
+ 6.09%
$237.95 - $292.31 $8.09K - $9.94K
592 $152K
WST
West Pharmaceutical Services Inc

Healthcare
29
+ 26.61%
$285.69 - $344.0 $8.29K - $9.98K
138 $45K
ASX
Ase Technology Holding Co., Ltd.

Technology
1.1K
+ 42.53%
$9.49 - $10.74 $10.5K - $11.9K
3.7K $37K
DVA
Davita Inc.

Healthcare
88
+ 225.64%
$139.81 - $167.96 $12.3K - $14.8K
127 $18K
DUOL
Duolingo, Inc.

Technology
8
+ 3.96%
$278.75 - $373.03 $2.23K - $2.98K
210 $68K
EC
Ecopetrol S.A.

Energy
1.57K
+ 4131.58%
$7.36 - $9.04 $11.6K - $14.2K
1.61K $12K
EA
Electronic Arts Inc.

Communication Services
71
+ 10.27%
$140.69 - $167.97 $9.99K - $11.9K
762 $111K
EXEL
Exelixis, Inc.

Healthcare
254
+ 67.2%
$25.39 - $36.46 $6.45K - $9.26K
632 $21K
FAST
Fastenal CO

Industrials
112
+ 1.74%
$69.99 - $84.35 $7.84K - $9.45K
6.55K $471K
FXG
First Tr Exchange Traded First

ETFs
200
New
$63.7 - $70.06 $12.7K - $14K
200 $12K
FXU
First Tr Exchange Traded Fd Ut

ETFs
304
+ 760.0%
$37.15 - $41.12 $11.3K - $12.5K
344 $13K
HMY
Harmony Gold Mining CO LTD

Basic Materials
1.52K
+ 765.33%
$8.14 - $12.23 $12.4K - $18.6K
1.72K $14K
MWA
Mueller Water Products, Inc.

Industrials
532
+ 3129.41%
$21.37 - $25.97 $11.4K - $13.8K
549 $12K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
245
New
$48.96 - $52.85 $12K - $12.9K
245 $12K
STNG
Scorpio Tankers Inc.

Energy
267
+ 544.9%
$47.15 - $74.31 $12.6K - $19.8K
316 $15K
SPXC
Spx Corp

Industrials
90
+ 123.29%
$143.2 - $181.56 $12.9K - $16.3K
163 $23K
YELP
Yelp Inc

Communication Services
288
+ 82.52%
$33.38 - $40.61 $9.61K - $11.7K
637 $24K
BLW
Blackrock LTD Duration Income Trust

Financial Services
728
+ 132.36%
$13.98 - $14.51 $10.2K - $10.6K
1.28K $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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