Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
1.5K
+ 3.22%
$12.43 - $13.36 $18.7K - $20.1K
48.2K $604K
IEP
Icahn Enterprises L.P.

Industrials
3
+ 0.3%
$8.67 - $15.49 $26 - $46.5
1.01K $8K
NHI
National Health Investors Inc

Real Estate
45
+ 9.22%
$68.83 - $83.01 $3.1K - $3.74K
533 $36K
RYN
Rayonier Inc

Real Estate
25
+ 2.77%
$25.89 - $32.34 $647 - $809
926 $24K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
140
+ 13.75%
$104.5 - $125.64 $14.6K - $17.6K
1.16K $121K
TXT
Textron Inc

Industrials
187
+ 11.59%
$75.82 - $90.32 $14.2K - $16.9K
1.8K $137K
MGV
Vanguard Mega Cap Value

ETFs
444
+ 2.46%
$124.06 - $133.48 $55.1K - $59.3K
18.5K $2.31M
CSL
Carlisle Companies Inc

Industrials
8
+ 6.67%
$368.67 - $480.91 $2.95K - $3.85K
128 $47K
CROX
Crocs, Inc.

Consumer Cyclical
1
+ 0.57%
$96.51 - $141.93 $96.5 - $142
175 $19K
STM
St Microelectronics N.V.

Technology
184
+ 8.28%
$24.48 - $28.92 $4.5K - $5.32K
2.41K $60K
CMS
Cms Energy Corp

Utilities
3
+ 0.18%
$65.76 - $71.94 $197 - $216
1.63K $108K
GRFS
Grifols Sa

Healthcare
172
+ 3.18%
$6.99 - $9.55 $1.2K - $1.64K
5.58K $41K
LNTH
Lantheus Holdings, Inc.

Healthcare
5
+ 1.34%
$76.22 - $116.71 $381 - $584
377 $33K
SBLK
Star Bulk Carriers Corp.

Industrials
27
+ 3.09%
$14.7 - $23.59 $397 - $637
901 $13K
LAMR
Lamar Advertising CO

Real Estate
25
+ 2.64%
$121.37 - $138.11 $3.03K - $3.45K
972 $118K
ALLE
Allegion PLC

Industrials
47
+ 4.63%
$130.63 - $153.36 $6.14K - $7.21K
1.06K $138K
ABEV
Ambev S.A.

Consumer Defensive
2.83K
+ 12.1%
$1.85 - $2.56 $5.23K - $7.23K
26.2K $48K
ERIE
Erie Indemnity CO

Financial Services
3
+ 3.7%
$401.65 - $542.86 $1.2K - $1.63K
84 $34K
MDU
Mdu Resources Group Inc

Industrials
59
+ 5.97%
$15.1 - $30.28 $891 - $1.79K
1.05K $18K
ROL
Rollins Inc

Consumer Cyclical
1
+ 0.05%
$46.35 - $51.59 $46.4 - $51.6
2.09K $96K
SWKS
Skyworks Solutions, Inc.

Technology
18
+ 1.81%
$83.18 - $99.15 $1.5K - $1.78K
1.01K $89K
LXP
Lxp Industrial Trust

Real Estate
10
+ 0.2%
$8.12 - $9.89 $81.2 - $98.9
4.9K $39K
ADM
Archer Daniels Midland CO

Consumer Defensive
232
+ 9.6%
$49.38 - $59.52 $11.5K - $13.8K
2.65K $133K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
17
+ 1.22%
$150.51 - $170.38 $2.56K - $2.9K
1.42K $215K
ACLS
Axcelis Technologies Inc

Technology
76
+ 14.76%
$69.18 - $105.1 $5.26K - $7.99K
591 $41K
RKT
Rocket Companies, Inc.

Financial Services
83
+ 5.11%
$11.03 - $19.27 $915 - $1.6K
1.71K $19K
UMC
United Microelectronics Corp

Technology
55
+ 0.86%
$6.34 - $8.35 $349 - $459
6.42K $41K
ALC
Alcon Inc

Healthcare
8
+ 0.91%
$83.87 - $99.15 $671 - $793
891 $75K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
38
+ 6.8%
$232.27 - $300.43 $8.83K - $11.4K
597 $140K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
43
+ 0.21%
$48.48 - $49.47 $2.08K - $2.13K
20.7K $1.01M
HEI
Heico Corp

Industrials
7
+ 1.12%
$237.06 - $279.02 $1.66K - $1.95K
634 $150K
BAX
Baxter International Inc

Healthcare
349
+ 12.66%
$28.63 - $37.84 $9.99K - $13.2K
3.11K $90K
ING
Ing Groep Nv

Financial Services
108
+ 1.73%
$15.1 - $17.73 $1.63K - $1.91K
6.35K $99K
MFA
Mfa Financial, Inc.

Real Estate
109
+ 1.83%
$10.19 - $12.72 $1.11K - $1.39K
6.06K $61K
BLDR
Builders First Source, Inc.

Industrials
24
+ 6.63%
$142.93 - $198.25 $3.43K - $4.76K
386 $55K
BHP
Bhp Group LTD

Basic Materials
80
+ 5.29%
$48.78 - $62.43 $3.9K - $4.99K
1.59K $77K
EQC
Equity Commonwealth

Real Estate
52
+ 5.86%
$1.5 - $20.39 $78 - $1.06K
940 $1K
MDB
Mongo Db, Inc.

Technology
10
+ 1.75%
$232.81 - $350.13 $2.33K - $3.5K
580 $135K
VOD
Vodafone Group Public LTD CO

Communication Services
2.25K
+ 9.04%
$8.37 - $9.95 $18.8K - $22.3K
27.1K $230K
HCA
Hca Healthcare, Inc.

Healthcare
143
+ 24.2%
$297.52 - $415.61 $42.5K - $59.4K
734 $220K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.79K
+ 7.34%
$20.55 - $23.26 $57.3K - $64.9K
40.8K $858K
FTA
First Tr Large Cap Value

ETFs
28
+ 0.29%
$75.21 - $83.49 $2.11K - $2.34K
9.53K $728K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7.66K
+ 2.32%
$28.6 - $29.27 $219K - $224K
337K $9.67M
MRNA
Moderna, Inc.

Healthcare
281
+ 17.35%
$36.85 - $63.93 $10.4K - $18K
1.9K $79K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
69
+ 2.17%
$114.08 - $125.68 $7.87K - $8.67K
3.25K $372K
ASML
Asml Holding Nv

Technology
181
+ 16.32%
$658.43 - $872.27 $119K - $158K
1.29K $894K
FNDA
Schwab Fundamental U S Small C

ETFs
2.29K
+ 69.85%
$29.26 - $59.11 $66.9K - $135K
5.56K $165K
EXAS
Exact Sciences Corp

Healthcare
3
+ 0.11%
$49.33 - $71.97 $148 - $216
2.61K $146K
TECK
Teck Resources LTD

Basic Materials
12
+ 0.45%
$39.99 - $52.38 $480 - $629
2.65K $107K
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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