Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNX
First Tr Mid Cap Core Alphadex

ETFs
2
+ 0.1%
$114.77 - $127.28 $230 - $255
2.08K $240K
FELE
Franklin Electric CO Inc

Industrials
1
+ 0.41%
$95.71 - $110.4 $95.7 - $110
246 $23K
HIW
Highwoods Properties, Inc.

Real Estate
2
+ 0.25%
$29.37 - $36.37 $58.7 - $72.7
807 $24K
IRT
Independence Realty Trust, Inc.

Real Estate
20
+ 0.47%
$18.78 - $22.01 $376 - $440
4.31K $85K
URTH
Ishares Msci World ETF

ETFs
15
+ 0.53%
$153.73 - $162.67 $2.31K - $2.44K
2.84K $440K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
32
+ 0.45%
$100.24 - $101.35 $3.21K - $3.24K
7.09K $713K
IEV
Ishares Tr Europe ETF

ETFs
2
+ 0.56%
$52.03 - $57.63 $104 - $115
362 $18K
IYM
Ishares Tr

ETFs
41
+ 10.1%
$129.15 - $153.25 $5.3K - $6.28K
447 $58K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
3
+ 0.43%
$4.42 - $8.5 $13.3 - $25.5
693 $3K
MQ
Marqeta, Inc.

Technology
290
+ 9.67%
$3.42 - $5.95 $992 - $1.73K
3.29K $12K
PHI
Pldt Inc.

Communication Services
15
+ 3.63%
$21.06 - $27.58 $316 - $414
428 $9K
PCH
Potlatchdeltic Corp

Real Estate
2
+ 0.43%
$38.4 - $44.89 $76.8 - $89.8
467 $18K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
19
+ 8.26%
$165.45 - $196.93 $3.14K - $3.74K
249 $41K
TKR
Timken CO

Industrials
11
+ 5.39%
$70.76 - $87.24 $778 - $960
215 $15K
TOL
Toll Brothers, Inc.

Consumer Cyclical
19
+ 13.29%
$123.8 - $167.8 $2.35K - $3.19K
162 $20K
TRMD
Torm PLC

Energy
8
+ 6.67%
$17.97 - $33.22 $144 - $266
128 $2K
UDR
Udr, Inc.

Real Estate
20
+ 1.11%
$41.3 - $46.33 $826 - $927
1.82K $79K
UFPI
Ufp Industries Inc

Basic Materials
7
+ 5.3%
$112.19 - $139.02 $785 - $973
139 $15K
EGY
Vaalco Energy Inc

Energy
168
+ 9.51%
$4.24 - $6.38 $712 - $1.07K
1.94K $8K
WOLF
Wolfspeed, Inc.

Technology
1.95K
+ 38.13%
$6.44 - $16.2 $12.6K - $31.6K
7.06K $47K
WF
Woori Financial Group Inc.

Financial Services
20
+ 2.56%
$31.21 - $37.04 $624 - $741
802 $25K
AVAV
Aero Vironment Inc

Industrials
23
+ 16.31%
$153.72 - $235.17 $3.54K - $5.41K
164 $25K
POWW
Ammo, Inc.

Industrials
100
+ 1.0%
$0.98 - $1.36 $98 - $136
10.1K $11K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
55
+ 8.84%
$32.82 - $45.55 $1.81K - $2.51K
677 $22K
XCEM
Columbia ETF Tr Ii

ETFs
34
+ 2.76%
$29.6 - $32.67 $1.01K - $1.11K
1.26K $37K
FTCS
First Trust Capital Strength E

ETFs
267
+ 3.06%
$87.62 - $94.03 $23.4K - $25.1K
8.99K $789K
HL
Hecla Mining CO

Basic Materials
643
+ 18.5%
$4.86 - $7.53 $3.12K - $4.84K
4.12K $20K
IIPR
Innovative Industrial Properties Inc

Real Estate
1
+ 2.33%
$66.64 - $135.61 $66.6 - $136
44 $2K
ICLN
Ishares

ETFs
506
+ 19.53%
$11.35 - $14.51 $5.74K - $7.34K
3.1K $35K
KRG
Kite Realty Group Trust

Real Estate
61
+ 1.73%
$24.49 - $27.85 $1.49K - $1.7K
3.59K $90K
PHG
Koninklijke Philips Nv

Healthcare
797
+ 24.94%
$24.71 - $32.66 $19.7K - $26K
3.99K $101K
NNN
National Retail Properties, Inc.

Real Estate
322
+ 15.52%
$39.77 - $49.34 $12.8K - $15.9K
2.4K $97K
OHI
Omega Healthcare Investors Inc

Real Estate
87
+ 3.82%
$37.51 - $42.56 $3.26K - $3.7K
2.36K $89K
PINS
Pinterest, Inc.

Communication Services
836
+ 10.26%
$28.24 - $34.15 $23.6K - $28.5K
8.98K $260K
SBAC
Sba Communications Corp

Real Estate
2
+ 2.04%
$198.24 - $249.31 $396 - $499
100 $20K
BLD
Top Build Corp

Industrials
20
+ 21.98%
$308.96 - $414.77 $6.18K - $8.3K
111 $34K
VVV
Valvoline Inc

Energy
178
+ 10.7%
$36.18 - $43.41 $6.44K - $7.73K
1.84K $66K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
62
+ 13.08%
$97.29 - $122.68 $6.03K - $7.61K
536 $52K
AMKR
Amkor Technology, Inc.

Technology
5
+ 0.62%
$25.13 - $31.61 $126 - $158
816 $20K
IONS
Ionis Pharmaceuticals Inc

Healthcare
25
+ 3.01%
$33.73 - $40.36 $843 - $1.01K
855 $29K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
909
+ 3.99%
$51.33 - $53.74 $46.7K - $48.8K
23.7K $1.22M
IDU
Ishares Tr U S Utils ETF

ETFs
40
+ 2.95%
$94.65 - $105.73 $3.79K - $4.23K
1.4K $134K
LOGI
Logitech International S.A.

Technology
26
+ 3.05%
$77.08 - $91.82 $2K - $2.39K
878 $72K
MGY
Magnolia Oil & Gas Corp

Energy
41
+ 0.81%
$22.89 - $28.79 $938 - $1.18K
5.11K $119K
SPTS
Spdr Portfolio Short Term Trea

ETFs
187
+ 0.79%
$28.88 - $29.33 $5.4K - $5.48K
23.8K $689K
TY
Tri Continental Corp

Financial Services
472
+ 3.12%
$31.01 - $34.67 $14.6K - $16.4K
15.6K $493K
AN
Autonation, Inc.

Consumer Cyclical
1
+ 0.2%
$155.47 - $182.16 $155 - $182
493 $83K
CUBE
Cube Smart

Real Estate
7
+ 1.64%
$41.74 - $53.03 $292 - $371
435 $18K
FCFS
First Cash Holdings, Inc.

Financial Services
2
+ 0.44%
$100.54 - $114.86 $201 - $230
460 $47K
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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