Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AZEK
Azek CO Inc.

Industrials
78
+ 24.68%
$42.23 - $54.76 $3.29K - $4.27K
394 $18K
OSTK
Overstock.Com, Inc

Consumer Cyclical
190
New
N/A
190 $4K
BMBL
Bumble Inc.

Technology
457
+ 801.75%
$6.31 - $9.08 $2.88K - $4.15K
514 $4K
BFLY
Butterfly Network, Inc.

Healthcare
800
+ 69.38%
$1.66 - $3.67 $1.33K - $2.94K
1.95K $6K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
90
+ 310.34%
$38.57 - $49.32 $3.47K - $4.44K
119 $5K
CNHI
Cnh Industrial N.V.

Industrials
393
+ 135.05%
N/A
684 $7K
CNO
Cno Financial Group, Inc.

Financial Services
67
+ 7.28%
$34.0 - $40.5 $2.28K - $2.71K
987 $36K
CMCO
Columbus Mckinnon Corp

Industrials
94
+ 587.5%
$31.42 - $40.59 $2.95K - $3.82K
110 $4K
CFLT
Confluent, Inc.

Technology
30
+ 7.92%
$18.9 - $33.66 $567 - $1.01K
409 $11K
RDY
Dr Reddys Laboratories LTD

Healthcare
2.23K
+ 447.79%
$13.99 - $79.75 $31.2K - $178K
2.73K $43K
QBTS
D Wave Quantum Inc.

Technology
486
New
$0.89 - $9.91 $433 - $4.82K
486 $4K
DT
Dynatrace, Inc.

Technology
65
+ 5.86%
$51.09 - $59.6 $3.32K - $3.87K
1.18K $63K
ENIC
Enel Chile S.A.

Utilities
1.09K
+ 12.25%
$2.62 - $2.98 $2.85K - $3.24K
9.96K $28K
ESNT
Essent Group Ltd.

Financial Services
74
+ 308.33%
$52.73 - $64.9 $3.9K - $4.8K
98 $5K
EVGO
E Vgo Inc.

Consumer Cyclical
1.17K
+ 468.0%
$3.84 - $8.92 $4.49K - $10.4K
1.42K $5K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
70
New
$70.31 - $77.39 $4.92K - $5.42K
70 $4K
FHB
First Hawaiian, Inc.

Financial Services
95
+ 23.11%
$22.33 - $28.3 $2.12K - $2.69K
506 $13K
FHN
First Horizon Corp

Financial Services
26
+ 3.43%
$14.91 - $21.42 $388 - $557
784 $15K
FRI
First Tr S&P Reit Index Fd

ETFs
150
New
$26.74 - $30.19 $4.01K - $4.53K
150 $4K
FTV
Fortive Corp

Technology
74
+ 13.36%
$71.16 - $79.68 $5.27K - $5.9K
628 $47K
FCPT
Four Corners Property Trust, Inc.

Real Estate
165
+ 32.67%
$26.74 - $29.73 $4.41K - $4.91K
670 $18K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
61
+ 3.64%
$19.11 - $24.18 $1.17K - $1.47K
1.74K $39K
GBIL
Goldman Sachs Access Treasury

ETFs
50
+ 35.71%
$99.85 - $100.22 $4.99K - $5.01K
190 $18K
PLTM
Granite Shares Platinum Trust

ETFs
500
New
$8.72 - $10.16 $4.36K - $5.08K
500 $4K
HMC
Honda Motor CO LTD

Consumer Cyclical
318
+ 17.47%
$23.7 - $32.62 $7.54K - $10.4K
2.14K $61K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
46
New
$98.47 - $109.35 $4.53K - $5.03K
46 $4K
IRBO
Ishares Robotics & Artificial

ETFs
137
+ 16.1%
N/A
988 $31K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
59
+ 7.12%
$65.31 - $74.15 $3.85K - $4.37K
888 $59K
KEY
Keycorp

Financial Services
210
+ 50.6%
$16.21 - $19.97 $3.4K - $4.19K
625 $10K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
200
New
$20.95 - $25.25 $4.19K - $5.05K
200 $4K
USA
Liberty All Star Equity Fund

Financial Services
549
+ 24.59%
$6.82 - $7.46 $3.74K - $4.1K
2.78K $19K
LGND
Ligand Pharmaceuticals Inc

Healthcare
1
+ 0.19%
$99.95 - $129.9 $100 - $130
516 $55K
MGA
Magna International Inc

Consumer Cyclical
90
+ 147.54%
$39.47 - $46.46 $3.55K - $4.18K
151 $6K
MATX
Matson, Inc.

Industrials
30
+ 32.97%
$131.18 - $167.37 $3.94K - $5.02K
121 $16K
TMST
Timken Steel Corp

Basic Materials
220
+ 1833.33%
N/A
232 $4K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
250
+ 9.14%
$6.27 - $8.49 $1.57K - $2.12K
2.99K $21K
MFG
Mizuho Financial Group Inc

Financial Services
473
+ 14.95%
$4.05 - $5.26 $1.92K - $2.49K
3.64K $17K
MORN
Morningstar, Inc.

Financial Services
4
+ 3.77%
$312.56 - $358.78 $1.25K - $1.44K
110 $37K
NEOV
Neo Volta Inc.

Industrials
950
New
$2.61 - $5.8 $2.48K - $5.51K
950 $4K
NUDM
Nuveen Esg International Devel

ETFs
254
+ 20.87%
$30.06 - $33.38 $7.64K - $8.48K
1.47K $44K
OBE
Obsidian Energy Ltd.

Energy
714
New
$4.91 - $6.36 $3.51K - $4.54K
714 $4K
PLXS
Plexus Corp

Technology
20
+ 76.92%
$133.8 - $168.44 $2.68K - $3.37K
46 $7K
PFC
Premier Financial Corp

Financial Services
33
+ 2.1%
$22.57 - $28.85 $745 - $952
1.61K $41K
PCOR
Procore Technologies, Inc.

Technology
40
+ 33.9%
$58.8 - $85.72 $2.35K - $3.43K
158 $11K
PUK
Prudential PLC

Financial Services
286
+ 117.21%
$15.52 - $18.99 $4.44K - $5.43K
530 $8K
RCI
Rogers Communications Inc

Communication Services
113
+ 538.1%
$30.36 - $39.38 $3.43K - $4.45K
134 $4K
FNDB
Schwab Fundamental U S Broad M

ETFs
807
+ 269.0%
$23.07 - $70.32 $18.6K - $56.7K
1.11K $25K
SSB
South State Corp

Financial Services
27
+ 3.05%
$94.05 - $111.93 $2.54K - $3.02K
912 $90K
GII
Spdr S&P Global Infrasture ETF

ETFs
82
New
$57.64 - $63.28 $4.73K - $5.19K
82 $4K
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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