Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVS
Novartis Ag

Healthcare
91.9K
+ 2354.33%
$96.78 - $117.18 $8.89M - $10.8M
95.8K $9.32M
GOOGL
Alphabet Inc.

Communication Services
25.7K
+ 16.31%
$161.86 - $196.66 $4.16M - $5.05M
183K $34.7M
ABBV
Abb Vie Inc.

Healthcare
57.5K
+ 66.4%
$164.99 - $203.87 $9.48M - $11.7M
144K $25.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
210K
+ 5.24%
$33.92 - $36.6 $7.11M - $7.67M
4.21M $146M
UL
Unilever PLC

Consumer Defensive
150K
+ 1351.83%
$56.7 - $64.64 $8.51M - $9.7M
161K $9.14M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
189K
+ 84.21%
$44.87 - $46.86 $8.46M - $8.83M
412K $18.5M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
382K
+ 9215.47%
$20.6 - $20.71 $7.87M - $7.91M
386K $7.97M
XOM
Exxon Mobil Corp

Energy
90.9K
+ 43.86%
$105.51 - $125.37 $9.59M - $11.4M
298K $32.1M
DUK
Duke Energy Corp

Utilities
73.1K
+ 368.74%
$105.76 - $120.76 $7.73M - $8.82M
92.9K $10M
FAF
First American Financial Corp

Financial Services
121K
+ 2868.46%
$61.55 - $70.63 $7.45M - $8.54M
125K $7.82M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
266K
+ 2824.83%
$26.16 - $28.82 $6.97M - $7.67M
276K $7.22M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
144K
+ 343.33%
$48.33 - $49.08 $6.94M - $7.04M
185K $8.97M
WTRG
Essential Utilities, Inc.

Utilities
184K
+ 6305.89%
$36.18 - $40.55 $6.67M - $7.47M
187K $6.8M
ZTS
Zoetis Inc.

Healthcare
41.3K
+ 1677.55%
$162.24 - $194.42 $6.69M - $8.02M
43.7K $7.12M
VZ
Verizon Communications Inc

Communication Services
181K
+ 125.77%
$39.6 - $45.21 $7.17M - $8.19M
325K $13M
DFSD
Dimensional ETF Tr Short Durat

ETFs
140K
+ 113.38%
$46.75 - $47.8 $6.54M - $6.69M
263K $12.3M
SMB
Vaneck Short Muni ETF

ETFs
376K
+ 29.9%
$17.07 - $17.26 $6.42M - $6.49M
1.63M $27.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
103K
+ 123.94%
$64.18 - $70.42 $6.63M - $7.27M
187K $12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
186K
+ 33.48%
$44.04 - $49.49 $8.2M - $9.21M
742K $32.7M
CSCO
Cisco Systems, Inc.

Technology
54.9K
+ 11.79%
$52.45 - $60.02 $2.88M - $3.29M
520K $30.8M
AVDV
American Centy ETF Tr Avantis

ETFs
92K
+ 45533.66%
$63.85 - $70.4 $5.87M - $6.48M
92.2K $6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
119K
+ 110.46%
$46.48 - $51.32 $5.53M - $6.1M
227K $10.9M
META
Meta Platforms, Inc.

Communication Services
8.57K
+ 21.49%
$554.08 - $632.68 $4.75M - $5.42M
48.5K $28.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
12.2K
+ 183.6%
$501.29 - $612.85 $6.1M - $7.45M
18.8K $9.77M
DFIS
Dimensional ETF Tr Dimensional

ETFs
227K
+ 2322.96%
$24.25 - $26.7 $5.5M - $6.05M
237K $5.81M
DFAU
Dimensional ETF Tr

ETFs
78.1K
+ 2.71%
$39.27 - $42.38 $3.07M - $3.31M
2.96M $120M
DIS
Walt Disney CO

Communication Services
20.2K
+ 9.65%
$92.39 - $117.6 $1.86M - $2.37M
229K $25.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
77.5K
+ 73.01%
$74.5 - $78.37 $5.78M - $6.08M
184K $13.7M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
307K
New
$16.4 - $17.85 $5.04M - $5.49M
307K $5.39M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
270K
New
$19.38 - $19.58 $5.23M - $5.28M
270K $5.24M
CCI
Crown Castle International Corp

Real Estate
56.7K
+ 1522.13%
$89.78 - $119.11 $5.09M - $6.75M
60.4K $5.48M
SCHG
Schwab Strategic Tr Us Large C

ETFs
254K
+ 922.67%
$25.93 - $105.3 $6.58M - $26.7M
281K $7.83M
WMT
Walmart Inc.

Consumer Defensive
35.8K
+ 19.82%
$79.1 - $95.7 $2.83M - $3.43M
216K $19.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
55.4K
+ 893.08%
$87.1 - $98.49 $4.82M - $5.45M
61.6K $5.38M
VBR
Vanguard Small Cap Value ETF

ETFs
33K
+ 4.64%
$197.36 - $217.3 $6.5M - $7.16M
743K $147M
AMT
American Tower Corp

Real Estate
27.4K
+ 380.21%
$179.4 - $232.01 $4.92M - $6.36M
34.6K $6.35M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
42.5K
+ 4.37%
$69.3 - $74.3 $2.94M - $3.16M
1.01M $72.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
39.5K
+ 152.39%
$104.59 - $118.05 $4.13M - $4.66M
65.4K $7.11M
AXP
American Express CO

Financial Services
3.83K
+ 3.16%
$267.35 - $305.57 $1.02M - $1.17M
125K $37.1M
HCRB
Hartford Fds Exchange Traded T

ETFs
124K
+ 144.89%
$34.5 - $36.14 $4.27M - $4.48M
209K $7.22M
IBM
International Business Machines Corp

Technology
18.9K
+ 44.97%
$204.9 - $238.04 $3.88M - $4.51M
61K $13.4M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
58.2K
+ 251.16%
$69.58 - $74.87 $4.05M - $4.35M
81.3K $5.69M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
54.3K
+ 134.27%
$79.93 - $88.06 $4.34M - $4.78M
94.7K $7.57M
HON
Honeywell International Inc

Industrials
5.7K
+ 4.31%
$202.84 - $236.0 $1.16M - $1.34M
138K $31.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
86.7K
+ 15.41%
$49.79 - $51.14 $4.32M - $4.43M
649K $32.6M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
33.1K
+ 275791.66%
$112.69 - $123.97 $3.73M - $4.1M
33.1K $3.73M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
38.4K
New
$94.54 - $104.98 $3.63M - $4.03M
38.4K $3.66M
O
Realty Income Corp

Real Estate
96.8K
+ 56.39%
$51.76 - $64.71 $5.01M - $6.27M
269K $14.3M
MAA
Mid America Apartment Communities Inc.

Real Estate
21.8K
+ 4612.05%
$149.17 - $165.2 $3.25M - $3.6M
22.3K $3.45M
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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