Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SNV
Synovus Financial Corp

Financial Services
55
+ 5.78%
$42.5 - $58.73 $2.34K - $3.23K
1.01K $51K
TGB
Taseko Mines LTD

Basic Materials
5K
+ 1063.83%
$1.91 - $2.65 $9.55K - $13.3K
5.47K $10K
VIV
Telefonica Brasil S.A.

Communication Services
1.93K
+ 86.45%
$7.5 - $10.25 $14.5K - $19.8K
4.17K $31K
UGI
Ugi Corp

Utilities
28
+ 1.13%
$23.24 - $30.37 $651 - $850
2.5K $70K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
111
New
$72.85 - $89.2 $8.09K - $9.9K
111 $9K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
121
New
$74.01 - $80.93 $8.96K - $9.79K
121 $9K
CHH
Choice Hotels International Inc

Consumer Cyclical
52
+ 123.81%
$128.7 - $152.73 $6.69K - $7.94K
94 $13K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
424
+ 33.33%
$26.38 - $35.44 $11.2K - $15K
1.7K $44K
UUUU
Energy Fuels Inc

Energy
1.65K
+ 195.62%
$5.11 - $7.29 $8.45K - $12.1K
2.5K $12K
GFS
Globalfoundries Inc.

Technology
178
+ 1047.06%
$36.01 - $46.79 $6.41K - $8.33K
195 $8K
BTO
John Hancock Financial Opportunities Fund

Financial Services
2
+ 0.06%
$31.82 - $39.45 $63.6 - $78.9
3.39K $120K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
46
+ 12.17%
$71.19 - $91.57 $3.27K - $4.21K
424 $35K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
167
+ 315.09%
$54.2 - $60.92 $9.05K - $10.2K
220 $11K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
173
New
$49.58 - $50.28 $8.58K - $8.7K
173 $8K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
400
+ 38.95%
$20.28 - $21.2 $8.11K - $8.48K
1.43K $29K
LEA
Lear Corp

Consumer Cyclical
87
+ 790.91%
$92.95 - $108.96 $8.09K - $9.48K
98 $9K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
323
+ 144.84%
$17.5 - $22.47 $5.65K - $7.26K
546 $11K
PENN
Penn National Gaming Inc

Consumer Cyclical
34
+ 0.45%
$18.13 - $22.34 $616 - $760
7.62K $150K
PEN
Penumbra Inc

Healthcare
11
+ 8.94%
$190.97 - $253.66 $2.1K - $2.79K
134 $31K
QLD
Proshares Ultra Qqq

ETFs
1
+ 0.1%
$97.85 - $120.25 $97.9 - $120
1.04K $112K
REG
Regency Centers Corp

Real Estate
93
+ 23.19%
$69.77 - $75.91 $6.49K - $7.06K
494 $36K
RH
Rh

Consumer Cyclical
2
+ 1.48%
$311.9 - $446.04 $624 - $892
137 $53K
SENS
Senseonics Holdings, Inc.

Healthcare
1K
+ 2.28%
$0.25 - $0.59 $250 - $590
44.9K $23K
SKYW
Skywest Inc

Industrials
72
+ 167.44%
$83.51 - $115.11 $6.01K - $8.29K
115 $11K
RWO
Spdr Dow Jones Global Real Est

ETFs
187
+ 230.86%
$42.41 - $47.31 $7.93K - $8.85K
268 $11K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
395
+ 32.86%
$12.27 - $15.41 $4.85K - $6.09K
1.6K $23K
TDOC
Teladoc Health, Inc.

Healthcare
841
+ 522.36%
$8.57 - $12.02 $7.21K - $10.1K
1K $9K
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
220
New
$38.16 - $40.7 $8.4K - $8.95K
220 $8K
WBS
Webster Financial Corp

Financial Services
43
+ 7.03%
$44.33 - $62.82 $1.91K - $2.7K
655 $36K
WEN
Wendy'S CO

Consumer Cyclical
594
+ 38.82%
$16.26 - $20.42 $9.66K - $12.1K
2.12K $34K
SIVR
Abrdn Silver ETF Trust

ETFs
270
+ 44.93%
$27.61 - $33.22 $7.45K - $8.97K
871 $24K
AWR
American States Water CO

Utilities
165
+ 15.04%
$77.72 - $87.27 $12.8K - $14.4K
1.26K $98K
AUR
Aurora Innovation, Inc.

Technology
732
+ 12.01%
$4.99 - $8.06 $3.65K - $5.9K
6.83K $43K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
350
New
$20.38 - $21.75 $7.13K - $7.61K
350 $7K
CGGO
Capital Group Global Growth Eq

ETFs
250
+ 22.26%
$29.21 - $30.67 $7.3K - $7.67K
1.37K $40K
CLBK
Columbia Financial, Inc.

Financial Services
484
+ 3025.0%
$15.81 - $19.14 $7.65K - $9.26K
500 $7K
DDS
Dillard'S, Inc.

Consumer Cyclical
13
+ 86.67%
$357.11 - $465.97 $4.64K - $6.06K
28 $12K
DOCS
Doximity, Inc.

Healthcare
110
+ 66.27%
$41.25 - $61.25 $4.54K - $6.74K
276 $14K
EMBC
Embecta Corp.

Healthcare
50
+ 5.39%
$12.51 - $20.83 $626 - $1.04K
977 $20K
EQR
Equity Residential

Real Estate
123
+ 24.4%
$69.12 - $77.48 $8.5K - $9.53K
627 $44K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
116
New
$63.19 - $73.31 $7.33K - $8.5K
116 $7K
FIVE
Five Below, Inc

Consumer Cyclical
29
+ 13.74%
$83.0 - $115.97 $2.41K - $3.36K
240 $25K
HPI
John Hancock Preferred Income Fund

Financial Services
534
+ 56.33%
$16.37 - $19.3 $8.74K - $10.3K
1.48K $24K
HQY
Healthequity, Inc.

Healthcare
57
+ 54.29%
$78.18 - $104.65 $4.46K - $5.97K
162 $15K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
140
+ 1000.0%
$46.96 - $51.46 $6.57K - $7.2K
154 $7K
IFRA
Ishares Tr

ETFs
289
+ 3.25%
$45.94 - $51.71 $13.3K - $14.9K
9.18K $424K
IAT
Ishares Tr

ETFs
139
+ 514.81%
$46.07 - $56.9 $6.4K - $7.91K
166 $8K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
163
+ 71.18%
$58.46 - $65.6 $9.53K - $10.7K
392 $22K
LSCC
Lattice Semiconductor Corp

Technology
100
+ 42.02%
$48.58 - $63.46 $4.86K - $6.35K
338 $19K
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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