Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1
+ 3.13%
$62.07 - $66.61 $62.1 - $66.6
33 $2K
Blackrock Inc
2.48K
New
N/A
2.48K $0
ORCC
Owl Rock Capital Corp

Financial Services
15
New
N/A
15 $0
BPT
Bp Prudhoe Bay Royalty Trust

Energy
28
+ 7.67%
$0.54 - $1.37 $15.1 - $38.4
393 $0
BAK
Braskem Sa

Basic Materials
103
New
$3.8 - $7.5 $391 - $773
103 $0
BBIO
Bridge Bio Pharma, Inc.

Healthcare
5
+ 3.94%
$22.35 - $29.5 $112 - $148
132 $3K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
8
+ 6.61%
$23.18 - $31.27 $185 - $250
129 $3K
Brookfield Asset Managmt LTD
5
+ 1.19%
N/A
424 $0
Brookfield Corp
17
+ 0.92%
N/A
1.87K $0
Brookfield Infrastructure CO
1.32K
New
N/A
1.32K $0
BFA
Brown Forman Corp Cl A
3.89K
+ 2967.94%
N/A
4.02K $0
BFB
Brown Forman Corp Cl B
4
+ 0.26%
N/A
1.54K $0
BKE
Buckle Inc

Consumer Cyclical
11
+ 157.14%
$41.32 - $54.08 $455 - $595
18 $0
Bunge Global Sa
194
+ 32.33%
N/A
794 $0
CDRE
Cadre Holdings, Inc.

Industrials
14
New
$31.0 - $40.22 $434 - $563
14 $0
Calamos ETF Tr
2.15K
New
N/A
2.15K $0
Calamos ETF Tr
13.6K
New
N/A
13.6K $0
CRC
California Resources Corp

Energy
1
+ 1.23%
$50.23 - $59.59 $50.2 - $59.6
82 $4K
CAC
Camden National Corp

Financial Services
3
+ 4.69%
$38.75 - $49.57 $116 - $149
67 $2K
CBNK
Capital Bancorp Inc

Financial Services
18
New
$24.12 - $30.82 $434 - $555
18 $0
Capital Group Core Balanced
3.28K
New
N/A
3.28K $0
Capital Group Dividend Growe
626
New
N/A
626 $0
Capital Group New Geography
59
New
N/A
59 $0
Capital Grp Fixed Incm ETF T
2.04K
New
N/A
2.04K $0
CGMU
Capital Group Core Plus Income
24.9K
New
N/A
24.9K $0
Capital Grp Fixed Incm ETF T
495
New
N/A
495 $0
Cara Therapeutics Inc
59
New
N/A
59 $0
CASS
Cass Information Systems Inc

Industrials
9
+ 15.52%
$39.91 - $46.17 $359 - $416
67 $2K
Cava Group Inc
192
+ 369.23%
N/A
244 $0
IGR
Cbre Global Real Estate Income Fund

Financial Services
34
New
$4.81 - $6.44 $164 - $219
34 $0
CLDX
Celldex Therapeutics, Inc.

Healthcare
18
New
$23.31 - $32.4 $420 - $583
18 $0
CVE
Cenovus Energy Inc.

Energy
47
+ 14.37%
$14.35 - $18.36 $674 - $863
374 $5K
Chimera Invt Corp
2
+ 2.63%
N/A
78 $0
Choiceone Finl Svcs Inc
81
New
N/A
81 $0
Cibus Inc
25
New
N/A
25 $0
CMTG
Claros Mortgage Trust, Inc.

Real Estate
176
+ 87.56%
$4.09 - $7.61 $720 - $1.34K
377 $1K
CLOV
Clover Health Investments, Corp.

Healthcare
85
+ 20.68%
$2.78 - $4.35 $236 - $370
496 $1K
CNA
Cna Financial Corp

Financial Services
8
+ 2.01%
$46.76 - $50.95 $374 - $408
406 $19K
CDE
Coeur Mining, Inc.

Basic Materials
97
New
$5.61 - $7.39 $544 - $717
97 $0
Coherent Corp
67
+ 48.91%
N/A
204 $0
CTBI
Community Trust Bancorp Inc

Financial Services
6
+ 100.0%
$47.28 - $60.9 $284 - $365
12 $0
COMP
Compass, Inc.

Technology
51
New
$5.4 - $7.33 $275 - $374
51 $0
Concentra Group Holdings Par
42
New
N/A
42 $0
Cooper Cos Inc
46
+ 4.75%
N/A
1.01K $0
Core Laboratories Inc
88
+ 13.33%
N/A
748 $0
Corpay Inc
44
+ 9.93%
N/A
487 $0
CSAN
Cosan S.A.

Energy
143
+ 48.15%
$5.37 - $9.88 $768 - $1.41K
440 $2K
Curbline Pptys Corp
120
New
N/A
120 $0
Dare Bioscience Inc
1.67K
New
N/A
1.67K $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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