Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUSA
Murphy Usa Inc.

Consumer Cyclical
4
+ 14.29%
$473.11 - $555.48 $1.89K - $2.22K
32 $16K
NEO
Neogenomics Inc

Healthcare
200
+ 800.0%
$13.0 - $18.43 $2.6K - $3.69K
225 $3K
NWL
Newell Brands Inc.

Consumer Defensive
100
+ 15.48%
$7.18 - $11.63 $718 - $1.16K
746 $7K
NWSA
News Corp

Communication Services
90
+ 9.56%
$25.68 - $29.86 $2.31K - $2.69K
1.03K $28K
NWS
News Corp New Cl B Com Stk (De

Communication Services
21
+ 1.92%
$27.03 - $32.79 $568 - $689
1.11K $33K
BTU
Peabody Energy Corp

Energy
231
+ 82.21%
$19.81 - $29.8 $4.58K - $6.88K
512 $10K
PML
Pimco Municipal Income Fund Ii

Financial Services
490
New
$8.02 - $9.52 $3.93K - $4.66K
490 $3K
PJT
Pjt Partners Inc.

Financial Services
2
+ 1.46%
$132.4 - $167.36 $265 - $335
139 $21K
POST
Post Holdings, Inc.

Consumer Defensive
33
+ 117.86%
$106.14 - $120.72 $3.5K - $3.98K
61 $6K
POWI
Power Integrations Inc

Technology
46
+ 38.33%
$60.04 - $68.05 $2.76K - $3.13K
166 $10K
RRC
Range Resources Corp

Energy
49
+ 21.68%
$29.77 - $36.41 $1.46K - $1.78K
275 $9K
RNR
Renaissancere Holdings LTD

Financial Services
16
+ 34.78%
$241.97 - $287.47 $3.87K - $4.6K
62 $15K
RLJ
Rlj Lodging Trust

Real Estate
281
+ 211.28%
$8.77 - $10.68 $2.46K - $3K
414 $4K
RVT
Royce Value Trust, Inc.

Financial Services
138
+ 1.29%
$15.15 - $16.9 $2.09K - $2.33K
10.8K $171K
RPM
Rpm International Inc

Basic Materials
18
+ 6.55%
$120.09 - $140.26 $2.16K - $2.52K
293 $36K
SANM
Sanmina Corp

Technology
4
+ 1.08%
$65.07 - $83.88 $260 - $336
375 $28K
SSL
Sasol LTD

Basic Materials
921
+ 127.03%
$4.46 - $7.28 $4.11K - $6.7K
1.65K $7K
SDGR
Schrodinger, Inc.

Healthcare
173
New
$16.98 - $22.57 $2.94K - $3.9K
173 $3K
SMTC
Semtech Corp

Technology
3
+ 2.05%
$40.58 - $69.1 $122 - $207
149 $9K
S
Sentinel One, Inc.

Technology
139
+ 213.85%
$22.05 - $28.68 $3.06K - $3.99K
204 $4K
SHG
Shinhan Financial Group CO LTD

Financial Services
100
+ 5.87%
N/A
1.81K $62K
SBSW
Sibanye Stillwater LTD

Basic Materials
1.01K
+ 405.24%
$3.24 - $5.22 $3.26K - $5.25K
1.25K $4K
SITM
Sitime Corp

Technology
12
+ 66.67%
$168.25 - $261.03 $2.02K - $3.13K
30 $6K
SWX
Southwest Gas Holdings, Inc.

Utilities
53
+ 18.09%
$67.87 - $79.16 $3.6K - $4.2K
346 $24K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
402
+ 5.83%
$27.8 - $29.05 $11.2K - $11.7K
7.3K $203K
CXM
Sprinklr, Inc.

Technology
422
New
$6.98 - $9.42 $2.95K - $3.98K
422 $3K
SLF
Sun Life Financial Inc

Financial Services
42
+ 11.38%
$55.43 - $62.69 $2.33K - $2.63K
411 $24K
TRC
Tejon Ranch CO

Industrials
200
+ 194.17%
$14.82 - $17.5 $2.96K - $3.5K
303 $4K
TOWN
Towne Bank (Va)

Financial Services
57
+ 47.5%
$31.98 - $37.62 $1.82K - $2.14K
177 $6K
DWACW
Digital World Acquisition Corp.

Financial Services
135
New
N/A
135 $3K
TTMI
Ttm Technologies Inc

Technology
59
+ 56.73%
$18.06 - $26.66 $1.07K - $1.57K
163 $4K
TYL
Tyler Technologies Inc

Technology
8
+ 3.13%
$576.64 - $635.69 $4.61K - $5.09K
264 $152K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
55
+ 114.58%
N/A
103 $5K
UTHR
United Therapeutics Corp

Healthcare
8
+ 7.02%
$348.66 - $410.0 $2.79K - $3.28K
122 $43K
USAC
Usa Compression Partners, LP

Energy
103
+ 7.77%
$21.54 - $23.99 $2.22K - $2.47K
1.43K $33K
VALE
Vale S.A.

Basic Materials
664
+ 68.74%
$8.74 - $11.78 $5.8K - $7.82K
1.63K $14K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
22
New
$159.11 - $178.39 $3.5K - $3.92K
22 $3K
VC
Visteon Corp

Consumer Cyclical
35
+ 175.0%
$85.49 - $96.16 $2.99K - $3.37K
55 $4K
WD
Walker & Dunlop, Inc.

Financial Services
55
+ 37.41%
$95.69 - $116.27 $5.26K - $6.39K
202 $19K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
3
+ 0.62%
$105.85 - $112.84 $318 - $339
484 $53K
WWW
Wolverine World Wide Inc

Consumer Cyclical
64
+ 30.05%
$15.36 - $24.25 $983 - $1.55K
277 $6K
XPEV
Xpeng Inc.

Consumer Cyclical
333
+ 33.04%
$10.22 - $15.3 $3.4K - $5.09K
1.34K $15K
ZI
Zoom Info Technologies Inc.

Technology
137
+ 6.89%
$9.44 - $13.08 $1.29K - $1.79K
2.13K $22K
AKR
Acadia Realty Trust

Real Estate
66
+ 33.5%
$22.67 - $26.08 $1.5K - $1.72K
263 $6K
BHB
Bar Harbor Bankshares

Financial Services
62
+ 105.08%
$28.81 - $38.23 $1.79K - $2.37K
121 $3K
BNTX
Bio N Tech Se

Healthcare
23
+ 29.49%
$99.72 - $122.68 $2.29K - $2.82K
101 $11K
BHF
Brighthouse Financial, Inc.

Financial Services
33
+ 9.79%
$43.95 - $52.91 $1.45K - $1.75K
370 $17K
EAT
Brinker International, Inc

Consumer Cyclical
13
+ 76.47%
$78.76 - $137.19 $1.02K - $1.78K
30 $3K
BXP
Boston Properties Inc

Real Estate
94
+ 11.07%
$73.33 - $89.72 $6.89K - $8.43K
943 $70K
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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