Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NARI
Inari Medical, Inc.

Healthcare
4
+ 10.53%
$40.61 - $58.21 $162 - $233
42 $2K
INFY
Infosys LTD

Technology
90
+ 4.04%
$20.71 - $23.42 $1.86K - $2.11K
2.32K $50K
ITGR
Integer Holdings Corp

Healthcare
1
+ 4.35%
$124.32 - $141.16 $124 - $141
24 $3K
IAS
Integral Ad Science Holding Corp.

Communication Services
50
+ 76.92%
$10.1 - $12.72 $505 - $636
115 $1K
IBOC
International Bancshares Corp

Financial Services
4
+ 1.25%
$57.25 - $75.11 $229 - $300
325 $20K
INDA
Ishares Msci India Index Fund

ETFs
184
+ 12.51%
$52.64 - $58.16 $9.69K - $10.7K
1.66K $87K
EPHE
Ishares Msci Philippines ETF

ETFs
62
New
$24.55 - $29.65 $1.52K - $1.84K
62 $1K
KRC
Kilroy Realty Corp

Real Estate
8
+ 2.48%
$37.51 - $43.55 $300 - $348
330 $13K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
87
+ 55.41%
$10.1 - $12.06 $879 - $1.05K
244 $2K
KOS
Kosmos Energy Ltd.

Energy
188
+ 103.87%
$2.71 - $4.52 $509 - $850
369 $1K
LASE
Laser Photonics Corp
200
New
$4.32 - $14.26 $864 - $2.85K
200 $1K
LMND
Lemonade, Inc.

Financial Services
13
+ 36.11%
$15.65 - $51.81 $203 - $674
49 $1K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
14
+ 63.64%
$88.68 - $118.18 $1.24K - $1.65K
36 $3K
LI
Li Auto Inc.

Consumer Cyclical
40
+ 17.62%
$21.8 - $30.51 $872 - $1.22K
267 $6K
LBRDA
Liberty Broadband Corp

Communication Services
24
+ 17.52%
$74.24 - $100.25 $1.78K - $2.41K
161 $11K
LNW
Light & Wonder, Inc.

Consumer Cyclical
9
+ 40.91%
$85.22 - $103.55 $767 - $932
31 $2K
MAS
Masco Corp

Industrials
133
+ 17.32%
$72.52 - $85.73 $9.65K - $11.4K
901 $65K
MTTR
Matterport, Inc.

Technology
26
+ 0.79%
$4.46 - $4.96 $116 - $129
3.33K $15K
MCBS
Metro City Bankshares, Inc.

Financial Services
12
+ 20.69%
$28.95 - $35.43 $347 - $425
70 $2K
MOFG
Mid West One Financial Group, Inc.

Financial Services
32
+ 57.14%
$27.02 - $33.7 $865 - $1.08K
88 $2K
NABL
N Able, Inc.

Technology
119
New
$9.34 - $12.72 $1.11K - $1.51K
119 $1K
NVTS
Navitas Semiconductor Corp

Technology
406
New
$1.78 - $4.35 $723 - $1.77K
406 $1K
NMR
Nomura Holdings Inc

Financial Services
224
+ 23.24%
$5.05 - $6.25 $1.13K - $1.4K
1.19K $6K
NAT
Nordic American Tankers LTD

Industrials
198
+ 18.59%
N/A
1.26K $5K
NOV
Nov Inc.

Energy
143
+ 21.5%
$14.06 - $16.79 $2.01K - $2.4K
808 $11K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
3
+ 11.11%
$87.56 - $119.8 $263 - $359
30 $3K
OLO
Olo Inc.

Technology
209
New
$4.64 - $8.02 $970 - $1.68K
209 $1K
OMCL
Omnicell, Inc

Healthcare
20
+ 14.6%
$39.5 - $53.05 $790 - $1.06K
157 $6K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
44
New
$37.83 - $40.57 $1.66K - $1.79K
44 $1K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
64
New
$28.89 - $31.63 $1.85K - $2.02K
64 $1K
PAR
Par Technology Corp

Technology
13
+ 325.0%
$49.67 - $81.14 $646 - $1.05K
17 $1K
PTEN
Patterson Uti Energy Inc

Energy
159
+ 20.2%
$7.26 - $8.7 $1.15K - $1.38K
946 $7K
PEBO
Peoples Bancorp Inc

Financial Services
5
+ 5.21%
$28.88 - $36.02 $144 - $180
101 $3K
PETS
Petmed Express Inc

Healthcare
218
New
$3.7 - $6.6 $807 - $1.44K
218 $1K
PHR
Phreesia, Inc.

Healthcare
46
New
$18.04 - $25.76 $830 - $1.18K
46 $1K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
14
+ 0.28%
$14.28 - $14.81 $200 - $207
5.01K $72K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
1K
New
$0.86 - $1.75 $860 - $1.75K
1K $1K
PSTL
Postal Realty Trust, Inc.

Real Estate
120
New
$12.83 - $14.74 $1.54K - $1.77K
120 $1K
PSMT
Pricesmart Inc

Consumer Defensive
8
+ 266.67%
$83.08 - $96.92 $665 - $775
11 $1K
PB
Prosperity Bancshares Inc

Financial Services
19
+ 44.19%
$70.04 - $85.07 $1.33K - $1.62K
62 $4K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
63
+ 95.45%
$7.25 - $10.0 $457 - $630
129 $1K
RYAAY
Ryanair Holdings PLC

Industrials
29
+ 27.62%
$42.1 - $47.3 $1.22K - $1.37K
134 $5K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
230
+ 8.96%
$16.73 - $19.67 $3.85K - $4.52K
2.8K $48K
SHBI
Shore Bancshares Inc

Financial Services
34
+ 33.66%
$13.3 - $17.43 $452 - $593
135 $2K
SGML
Sigma Lithium Corp

Basic Materials
100
New
$10.88 - $14.86 $1.09K - $1.49K
100 $1K
SMAR
Smartsheet Inc

Technology
17
+ 85.0%
$55.35 - $56.51 $941 - $961
37 $2K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
80
+ 17.98%
$34.74 - $38.36 $2.78K - $3.07K
525 $18K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1
+ 0.06%
$46.53 - $49.91 $46.5 - $49.9
1.65K $79K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
39
+ 68.42%
$33.05 - $43.75 $1.29K - $1.71K
96 $3K
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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