Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
10.5K
+ 60.01%
$104.42 - $134.99 $1.1M - $1.42M
28K $3.52M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
76.1K
+ 122.95%
$22.65 - $23.8 $1.72M - $1.81M
138K $3.14M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
174K
+ 304.12%
$27.54 - $83.04 $4.79M - $14.4M
231K $6.41M
IGV
Ishares Expanded Tech Software

ETFs
16.3K
+ 1222.33%
$87.5 - $110.17 $1.42M - $1.79M
17.6K $1.76M
PNC
Pnc Financial Services Group, Inc.

Financial Services
7.91K
+ 55.79%
$178.39 - $215.0 $1.41M - $1.7M
22.1K $4.26M
IAK
Ishares Tr

ETFs
12.7K
New
$123.78 - $138.16 $1.58M - $1.76M
12.7K $1.61M
BAC
Bank Of America Corp

Financial Services
9.54K
+ 3.59%
$39.22 - $47.77 $374K - $455K
275K $12.1M
IAI
Ishares Tr Us Broker Dealers &

ETFs
10.7K
New
$127.59 - $153.41 $1.37M - $1.64M
10.7K $1.55M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
59.2K
+ 22.69%
$25.0 - $25.11 $1.48M - $1.49M
320K $8.02M
BK
Bank Of New York Mellon Corp

Financial Services
18.2K
+ 215.78%
$70.82 - $81.87 $1.29M - $1.49M
26.7K $2.05M
IWD
Ishares Russell 1000 Val ETF

ETFs
8.54K
+ 25.59%
$183.23 - $199.79 $1.56M - $1.71M
41.9K $7.76M
ITA
Ishares Tr

ETFs
9.89K
+ 326.95%
$144.31 - $157.31 $1.43M - $1.56M
12.9K $1.88M
PM
Philip Morris International Inc.

Consumer Defensive
12.2K
+ 20.2%
$118.38 - $133.06 $1.44M - $1.62M
72.4K $8.71M
ITB
Ishares Tr

ETFs
13.8K
+ 1125.92%
$103.31 - $129.34 $1.42M - $1.78M
15K $1.55M
NJR
New Jersey Resources Corp

Utilities
29.8K
+ 2052.86%
$45.17 - $51.61 $1.35M - $1.54M
31.2K $1.46M
VGSH
Vanguard

ETFs
24.1K
+ 134.64%
$58.02 - $58.88 $1.4M - $1.42M
41.9K $2.44M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
78K
+ 6.91%
$26.55 - $27.32 $2.07M - $2.13M
1.21M $32.2M
OKE
Oneok Inc

Energy
12.6K
+ 119.72%
$92.28 - $117.05 $1.16M - $1.48M
23.1K $2.32M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
90.1K
+ 6.95%
$41.17 - $43.34 $3.71M - $3.91M
1.39M $57.4M
SPMD
Spdr Portfolio

ETFs
24.7K
+ 11.36%
$54.13 - $59.56 $1.34M - $1.47M
242K $13.2M
T
At&T Inc.

Communication Services
11.1K
+ 0.79%
$21.22 - $23.88 $236K - $265K
1.42M $32.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.97K
+ 332.41%
$198.04 - $221.51 $1.18M - $1.32M
7.77K $1.63M
SOFI
So Fi Technologies, Inc.

Financial Services
75.1K
+ 494.3%
$7.63 - $16.88 $573K - $1.27M
90.3K $1.39M
ETN
Eaton Corp PLC

Industrials
3.72K
+ 6.37%
$326.96 - $377.52 $1.22M - $1.4M
62.1K $20.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
14.1K
+ 245.73%
$77.25 - $91.3 $1.09M - $1.28M
19.8K $1.69M
MRK
Merck & Co., Inc.

Healthcare
22K
+ 31.78%
$96.31 - $114.76 $2.12M - $2.53M
91.3K $9.08M
DFAS
Dimensional ETF Tr U S Small C

ETFs
17.8K
+ 11.5%
$63.58 - $71.15 $1.13M - $1.26M
172K $11.2M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
19.4K
+ 211.75%
$45.39 - $62.98 $882K - $1.22M
28.6K $1.62M
USFR
Wisdomtree Floating Rate Treas

ETFs
23.2K
+ 40.36%
$50.23 - $50.46 $1.16M - $1.17M
80.6K $4.06M
CRS
Carpenter Technology Corp

Industrials
6.89K
+ 31309.09%
$149.5 - $196.14 $1.03M - $1.35M
6.91K $1.17M
BCIM
Aberdeen Std Invts Etfs
57.6K
New
$19.96 - $24.83 $1.15M - $1.43M
57.6K $1.15M
IYJ
Ishares Tr

ETFs
8.63K
+ 3037.68%
$132.97 - $143.93 $1.15M - $1.24M
8.91K $1.19M
CMI
Cummins Inc

Industrials
3.05K
+ 110.81%
$324.93 - $383.42 $992K - $1.17M
5.81K $2.03M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
32.1K
+ 11353.36%
$34.64 - $35.72 $1.11M - $1.15M
32.4K $1.14M
USB
Us Bancorp \De\

Financial Services
21.1K
+ 36.8%
$43.98 - $53.66 $930K - $1.13M
78.6K $3.76M
BMY
Bristol Myers Squibb CO

Healthcare
14.6K
+ 23.14%
$51.92 - $59.94 $759K - $877K
77.8K $4.4M
CGCP
Capital Group Core Plus Income

ETFs
52.6K
+ 117.84%
$22.13 - $23.17 $1.16M - $1.22M
97.2K $2.16M
FDX
Fedex Corp

Industrials
3.84K
+ 69.4%
$260.5 - $305.15 $1M - $1.17M
9.38K $2.64M
WMB
Williams Companies, Inc.

Energy
17.1K
+ 76.22%
$46.37 - $59.74 $794K - $1.02M
39.6K $2.14M
FMB
First Tr Exchange Traded Fd Ii

ETFs
22.3K
+ 51.12%
$50.62 - $52.07 $1.13M - $1.16M
66K $3.37M
BA
Boeing CO

Industrials
3.29K
+ 16.15%
$138.14 - $180.72 $454K - $594K
23.7K $4.19M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
47.3K
+ 279.72%
$22.71 - $23.47 $1.07M - $1.11M
64.2K $1.46M
AMGN
Amgen Inc

Healthcare
10K
+ 39.96%
$258.78 - $328.31 $2.59M - $3.28M
35K $9.13M
IWR
Ishares Russell Mid Cap ETF

ETFs
11.6K
+ 168.24%
$87.25 - $95.52 $1.01M - $1.11M
18.5K $1.64M
KMI
Kinder Morgan, Inc.

Energy
30.1K
+ 78.56%
$22.59 - $28.54 $681K - $860K
68.5K $1.88M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
13.8K
+ 68865.0%
$58.32 - $85.45 $803K - $1.18M
13.8K $1.02M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
23.2K
+ 1257.33%
$43.84 - $48.76 $1.02M - $1.13M
25K $1.1M
SHW
Sherwin Williams CO

Basic Materials
3.16K
+ 202.37%
$338.75 - $399.71 $1.07M - $1.26M
4.72K $1.6M
GLD
Spdr Gold Trust

ETFs
4.41K
+ 4.33%
$236.59 - $257.5 $1.04M - $1.14M
106K $25.7M
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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