Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SR
Spire Inc

Utilities
7
+ 17.5%
$62.24 - $73.38 $436 - $514
47 $3K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
20
+ 51.28%
$30.22 - $34.08 $604 - $682
59 $2K
STN
Stantec Inc

Industrials
10
+ 166.67%
$78.45 - $87.5 $785 - $875
16 $1K
STEP
Step Stone Group Inc.

Financial Services
10
+ 21.28%
$57.28 - $69.32 $573 - $693
57 $3K
SSYS
Stratasys Ltd.

Technology
84
+ 44.68%
$7.01 - $10.79 $589 - $906
272 $2K
LRN
Stride, Inc.

Consumer Defensive
4
+ 15.38%
$64.04 - $110.79 $256 - $443
30 $3K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
79
+ 50.0%
N/A
237 $2K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
17
+ 42.5%
$31.89 - $37.83 $542 - $643
57 $2K
SGRY
Surgery Partners, Inc.

Healthcare
151
+ 93.79%
$19.61 - $33.03 $2.96K - $4.99K
312 $6K
SSSS
Suro Capital Corp.

Financial Services
319
New
$3.87 - $6.38 $1.23K - $2.04K
319 $1K
SYM
Symbotic Inc.

Financial Services
65
New
$22.73 - $38.78 $1.48K - $2.52K
65 $1K
SYNA
Synaptics Inc

Technology
22
+ 41.51%
$68.67 - $82.79 $1.51K - $1.82K
75 $5K
TNGX
Tango Therapeutics, Inc.

Healthcare
474
New
$2.79 - $7.46 $1.32K - $3.54K
474 $1K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
60
+ 18.75%
$59.24 - $74.8 $3.55K - $4.49K
380 $23K
TGNA
Tegna Inc

Communication Services
28
+ 18.18%
$15.25 - $19.32 $427 - $541
182 $3K
TEF
Telefonica S A

Communication Services
233
+ 29.57%
$4.02 - $4.88 $937 - $1.14K
1.02K $4K
TENB
Tenable Holdings, Inc.

Technology
28
+ 311.11%
$38.71 - $43.44 $1.08K - $1.22K
37 $1K
TME
Tencent Music Entertainment Group

Communication Services
168
+ 21.05%
$10.67 - $13.73 $1.79K - $2.31K
966 $10K
TRNO
Terreno Realty Corp

Real Estate
27
+ 168.75%
$58.62 - $66.94 $1.58K - $1.81K
43 $2K
TTEK
Tetra Tech Inc

Industrials
106
+ 19.38%
$39.8 - $50.52 $4.22K - $5.36K
653 $26K
TFII
Tfi International Inc.

Industrials
12
+ 3.63%
$131.69 - $153.91 $1.58K - $1.85K
343 $46K
TBPH
Theravance Biopharma, Inc.

Healthcare
134
New
$7.93 - $10.08 $1.06K - $1.35K
134 $1K
THRY
Thryv Holdings, Inc.

Communication Services
122
New
$13.55 - $18.34 $1.65K - $2.24K
122 $1K
TMP
Tompkins Financial Corp

Financial Services
6
+ 8.57%
$56.09 - $78.15 $337 - $469
76 $5K
TCI
Transcontinental Realty Investors Inc

Real Estate
34
+ 20.48%
$27.04 - $30.49 $919 - $1.04K
200 $5K
RIG
Transocean Ltd.

Energy
394
+ 19.0%
$3.47 - $4.67 $1.37K - $1.84K
2.47K $9K
TRN
Trinity Industries Inc

Industrials
9
+ 32.14%
$32.58 - $38.37 $293 - $345
37 $1K
PNM
Pnm Resources Inc

Utilities
7
+ 0.56%
N/A
1.25K $52K
UIS
Unisys Corp

Technology
15
+ 10.2%
$5.38 - $8.92 $80.7 - $134
162 $1K
VCYT
Veracyte, Inc.

Healthcare
33
New
$31.92 - $44.4 $1.05K - $1.47K
33 $1K
VRNT
Verint Systems Inc

Technology
23
+ 2.92%
N/A
810 $26K
VERX
Vertex, Inc.

Technology
10
+ 27.78%
$39.21 - $56.92 $392 - $569
46 $2K
VIR
Vir Biotechnology, Inc.

Healthcare
267
+ 7.33%
$6.74 - $10.17 $1.8K - $2.72K
3.91K $28K
VRTS
Virtus Investment Partners, Inc.

Financial Services
5
+ 62.5%
$203.34 - $250.89 $1.02K - $1.25K
13 $2K
VNO
Vornado Realty Trust

Real Estate
9
+ 6.29%
$38.63 - $45.76 $348 - $412
152 $6K
WMG
Warner Music Group Corp.

Communication Services
51
+ 510.0%
$30.73 - $33.67 $1.57K - $1.72K
61 $1K
WFG
West Fraser Timber Co., LTD

Basic Materials
11
+ 64.71%
$84.65 - $101.14 $931 - $1.11K
28 $2K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
293
New
$6.37 - $7.15 $1.87K - $2.09K
293 $1K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
96
+ 14.1%
$14.13 - $16.35 $1.36K - $1.57K
777 $11K
ZWS
Zurn Water Solutions Corp

Industrials
17
+ 25.37%
$35.79 - $40.92 $608 - $696
84 $3K
Canoo Inc
44
New
N/A
44 $0
Grayscale Ethereum Mini Tr E
8.1K
New
N/A
8.1K $0
Canadian Pacific Kansas City
74.7K
+ 673.95%
N/A
85.8K $0
2023 ETF Series Trust Ii
398K
+ 5.17%
N/A
8.1M $0
23 Andme Holding CO
100
New
N/A
100 $0
THW
Tekla World Healthcare Fund

Financial Services
14
New
$10.96 - $13.33 $153 - $187
14 $0
ABSI
Absci Corp

Healthcare
128
New
$2.55 - $4.38 $326 - $561
128 $0
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
51
+ 12.75%
$10.51 - $12.35 $536 - $630
451 $4K
Acelyrin Inc
65
New
N/A
65 $0
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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