Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
66
+ 29.33%
$89.81 - $104.0 $5.93K - $6.86K
291 $26K
SF
Stifel Financial Corp

Financial Services
15
+ 8.06%
$93.4 - $117.72 $1.4K - $1.77K
201 $21K
ERIC
Ericsson Lm Telephone CO

Technology
356
+ 12.03%
$7.36 - $8.59 $2.62K - $3.06K
3.32K $26K
TLS
Telos Corp

Technology
1.19K
New
$3.15 - $4.66 $3.76K - $5.56K
1.19K $4K
ELY
Callaway Golf CO

Consumer Cyclical
215
+ 140.52%
N/A
368 $6K
TDG
Trans Digm Group Inc

Industrials
34
+ 13.77%
$1239.0 - $1442.53 $42.1K - $49K
281 $356K
TREX
Trex CO Inc

Industrials
36
+ 3.85%
$62.94 - $79.88 $2.27K - $2.88K
970 $66K
USNA
Usana Health Sciences Inc

Consumer Defensive
108
+ 900.0%
$33.38 - $41.29 $3.61K - $4.46K
120 $4K
VTHR
Vanguard Russell 3000 ETF

ETFs
2
+ 0.34%
$251.33 - $271.45 $503 - $543
582 $151K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
52
New
$79.95 - $89.42 $4.16K - $4.65K
52 $4K
ABCL
Ab Cellera Biologics Inc.

Healthcare
931
+ 265.24%
$2.48 - $3.15 $2.31K - $2.93K
1.28K $3K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
165
+ 568.97%
$14.29 - $18.76 $2.36K - $3.1K
194 $3K
AEIS
Advanced Energy Industries Inc

Industrials
19
+ 25.68%
$101.71 - $122.72 $1.93K - $2.33K
93 $10K
AMG
Affiliated Managers Group, Inc.

Financial Services
10
+ 6.17%
$175.77 - $196.52 $1.76K - $1.97K
172 $31K
AKAM
Akamai Technologies Inc

Technology
27
+ 30.68%
N/A
115 $10K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
95
+ 88.79%
$26.18 - $35.42 $2.49K - $3.36K
202 $6K
APPF
Appfolio Inc

Technology
5
+ 3.73%
$192.07 - $269.26 $960 - $1.35K
139 $34K
APLE
Apple Hospitality Reit, Inc.

Real Estate
130
+ 7.12%
$14.68 - $16.32 $1.91K - $2.12K
1.96K $30K
MT
Arcelor Mittal

Basic Materials
155
+ 58.71%
$22.93 - $26.51 $3.55K - $4.11K
419 $9K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
174
+ 966.67%
$17.7 - $26.34 $3.08K - $4.58K
192 $3K
ATKR
Atkore Inc.

Industrials
33
+ 366.67%
$82.02 - $104.45 $2.71K - $3.45K
42 $3K
BIDU
Baidu, Inc.

Communication Services
45
+ 128.57%
$80.33 - $115.13 $3.61K - $5.18K
80 $6K
BRX
Brixmor Property Group Inc.

Real Estate
125
+ 57.6%
N/A
342 $7K
BRO
Brown & Brown, Inc.

Financial Services
46
+ 7.0%
$100.93 - $113.42 $4.64K - $5.22K
703 $71K
CHT
Chunghwa Telecom CO LTD

Communication Services
143
+ 15.56%
$37.24 - $39.29 $5.33K - $5.62K
1.06K $39K
CHCT
Community Healthcare Trust Inc

Real Estate
180
New
$16.06 - $19.35 $2.89K - $3.48K
180 $3K
CMP
Compass Minerals International Inc

Basic Materials
403
+ 22.68%
$10.59 - $15.7 $4.27K - $6.33K
2.18K $24K
CNM
Core & Main, Inc.

Industrials
44
+ 67.69%
$41.91 - $55.78 $1.84K - $2.45K
109 $5K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
19
+ 10.98%
$42.99 - $56.89 $817 - $1.08K
192 $10K
DLB
Dolby Laboratories, Inc.

Industrials
35
+ 63.64%
$70.91 - $81.98 $2.48K - $2.87K
90 $7K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.76K
+ 17.3%
$75.95 - $88.05 $134K - $155K
12K $911K
ELS
Equity Lifestyle Properties Inc

Real Estate
63
+ 31.34%
$66.06 - $72.51 $4.16K - $4.57K
264 $17K
QRFT
Qraft Ai Enhanced U S Large Ca

ETFs
74
New
$52.72 - $55.6 $3.9K - $4.11K
74 $3K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
175
+ 111.46%
$12.71 - $22.33 $2.22K - $3.91K
332 $5K
FENY
Fidelity Covington Tr Msci Ene

ETFs
138
+ 12.7%
$23.14 - $26.91 $3.19K - $3.71K
1.23K $29K
FRPT
Freshpet, Inc.

Consumer Defensive
1
+ 0.51%
$132.54 - $156.76 $133 - $157
198 $29K
GMAB
Genmab A/S

Healthcare
245
+ 40.5%
$20.02 - $24.15 $4.9K - $5.92K
850 $17K
LIT
Global X Fds Global X Lithium

ETFs
129
+ 18.38%
$40.78 - $48.97 $5.26K - $6.32K
831 $33K
HST
Host Hotels & Resorts, Inc.

Real Estate
191
+ 12.67%
$17.24 - $19.07 $3.29K - $3.64K
1.7K $29K
ICL
Icl Group Ltd.

Basic Materials
454
+ 31.68%
$3.92 - $5.13 $1.78K - $2.33K
1.89K $9K
INCY
Incyte Corp

Healthcare
42
+ 14.48%
$65.08 - $83.38 $2.73K - $3.5K
332 $22K
RPV
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.16%
$87.41 - $97.21 $350 - $389
2.5K $225K
EWY
Ishares Inc Msci South Korea E

ETFs
77
New
$50.89 - $63.57 $3.92K - $4.89K
77 $3K
CMBS
Ishares Cmbs ETF

ETFs
74
New
$47.09 - $48.64 $3.48K - $3.6K
74 $3K
IHF
Ishares Tr

ETFs
100
+ 68.97%
$47.41 - $56.83 $4.74K - $5.68K
245 $11K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
87
New
$42.95 - $45.72 $3.74K - $3.98K
87 $3K
KMPR
Kemper Corp

Financial Services
2
+ 0.38%
$59.0 - $72.1 $118 - $144
523 $34K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
6
+ 54.55%
$202.45 - $354.85 $1.21K - $2.13K
17 $5K
MARA
Marathon Digital Holdings, Inc.

Financial Services
143
+ 49.48%
N/A
432 $9K
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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