Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFG
Principal Financial Group Inc

Financial Services
397
+ 5.32%
$74.91 - $91.26 $29.7K - $36.2K
7.87K $608K
HPQ
Hp Inc

Technology
2.96K
+ 7.35%
$32.46 - $39.3 $96.1K - $116K
43.3K $1.41M
IQV
Iqvia Holdings Inc.

Healthcare
22
+ 2.35%
$190.97 - $236.63 $4.2K - $5.21K
960 $188K
LEG
Leggett & Platt Inc

Consumer Cyclical
603
+ 5.79%
$9.5 - $13.67 $5.73K - $8.24K
11K $105K
UNP
Union Pacific Corp

Industrials
3.89K
+ 7.67%
$223.15 - $249.32 $868K - $970K
54.6K $12.5M
MPWR
Monolithic Power Systems Inc

Technology
16
+ 11.51%
$560.06 - $942.58 $8.96K - $15.1K
155 $91K
XLB
Select Sector Spdr Fd Material

ETFs
74
+ 1.96%
$83.8 - $97.58 $6.2K - $7.22K
3.85K $323K
AWK
American Water Works Company, Inc.

Utilities
165
+ 5.46%
$123.83 - $146.07 $20.4K - $24.1K
3.19K $396K
AZN
Astrazeneca PLC

Healthcare
1.46K
+ 12.92%
$63.2 - $79.58 $92.3K - $116K
12.8K $836K
PPG
Ppg Industries Inc

Basic Materials
14
+ 0.39%
$119.09 - $131.37 $1.67K - $1.84K
3.6K $430K
SCHC
Schwab Strategic Tr Intl Small

ETFs
19
+ 0.17%
$33.93 - $38.37 $645 - $729
11.2K $386K
HAP
Vaneck ETF Tr Natural Resource

ETFs
103
+ 1.38%
$45.28 - $53.12 $4.66K - $5.47K
7.57K $345K
FSLR
First Solar, Inc.

Technology
1
+ 0.15%
$175.88 - $240.66 $176 - $241
686 $120K
XLU
Utilities Sector Spdr

ETFs
3.58K
+ 5.56%
$74.89 - $82.93 $268K - $297K
67.9K $5.14M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.45K
+ 6.44%
$33.39 - $37.66 $149K - $168K
73.6K $2.46M
EEM
Ishares Msci Emerging Markets

ETFs
1.31K
+ 4.53%
$41.82 - $47.36 $54.8K - $62.1K
30.2K $1.26M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
249
+ 35.12%
$701.85 - $1046.91 $175K - $261K
958 $682K
DHI
Horton D R Inc

Consumer Cyclical
82
+ 5.54%
$137.24 - $194.56 $11.3K - $16K
1.56K $218K
HIG
Hartford Financial Services Group, Inc.

Financial Services
21
+ 0.26%
$107.06 - $123.74 $2.25K - $2.6K
8.1K $886K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
92
+ 5.58%
$396.64 - $516.74 $36.5K - $47.5K
1.74K $701K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
64
+ 1.81%
$82.28 - $117.52 $5.27K - $7.52K
3.6K $304K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.27K
+ 3.74%
$90.42 - $94.5 $295K - $309K
90.6K $8.19M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
799
+ 1.34%
$88.59 - $94.57 $70.8K - $75.6K
60.2K $5.35M
GIS
General Mills Inc

Consumer Defensive
1.52K
+ 8.51%
$62.78 - $74.62 $95.4K - $113K
19.4K $1.23M
CWT
California Water Service Group

Utilities
461
+ 3.86%
$45.33 - $54.6 $20.9K - $25.2K
12.4K $562K
NUSC
Nuveen Esg Small Cap ETF

ETFs
683
+ 0.52%
$41.74 - $46.2 $28.5K - $31.6K
132K $5.54M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.17K
+ 2.3%
$26.65 - $29.34 $31.1K - $34.3K
52K $1.41M
CTAS
Cintas Corp

Industrials
192
+ 3.42%
$182.7 - $226.47 $35.1K - $43.5K
5.8K $1.06M
LHX
L3 Harris Technologies, Inc.

Industrials
36
+ 0.97%
$208.94 - $264.22 $7.52K - $9.51K
3.74K $785K
ADI
Analog Devices Inc

Technology
194
+ 2.27%
$206.35 - $236.48 $40K - $45.9K
8.75K $1.86M
CVS
Cvs Health Corp

Healthcare
4.18K
+ 23.74%
$43.78 - $67.46 $183K - $282K
21.8K $978K
CEG
Constellation Energy Corp

Utilities
566
+ 7.0%
$224.28 - $285.52 $127K - $162K
8.66K $1.95M
CSX
Csx Corp

Industrials
200
+ 0.27%
$31.58 - $36.88 $6.32K - $7.38K
73.9K $2.38M
UBER
Uber Technologies, Inc

Technology
1.66K
+ 8.88%
$59.93 - $86.34 $99.7K - $144K
20.4K $1.23M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
13.4K
+ 3.59%
$46.33 - $48.6 $620K - $651K
387K $18M
ACGL
Arch Capital Group Ltd.

Financial Services
627
+ 4.56%
$88.71 - $114.86 $55.6K - $72K
14.4K $1.33M
KO
Coca Cola CO

Consumer Defensive
67.3K
+ 14.69%
$61.74 - $71.71 $4.16M - $4.83M
526K $32.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
59
+ 0.81%
$219.66 - $257.62 $13K - $15.2K
7.36K $1.63M
DHR
Danaher Corp

Healthcare
7
+ 0.13%
$226.16 - $274.52 $1.58K - $1.92K
5.34K $1.23M
ADBE
Adobe Inc.

Technology
1.47K
+ 11.55%
$437.39 - $552.96 $643K - $812K
14.2K $6.31M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.32K
+ 1.32%
$38.96 - $43.28 $90.4K - $100K
178K $7.01M
CI
Cigna Corp

Healthcare
303
+ 5.23%
$265.59 - $358.58 $80.5K - $109K
6.1K $1.68M
JPIN
Jp Morgan Diversified Return I

ETFs
69
+ 0.13%
$53.56 - $59.9 $3.7K - $4.13K
53.6K $2.87M
INTC
Intel Corp

Technology
21.4K
+ 9.22%
$19.07 - $26.23 $409K - $562K
254K $5.09M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.29K
+ 0.57%
$77.86 - $79.27 $178K - $181K
405K $31.6M
PSA
Public Storage

Real Estate
51
+ 0.72%
$289.33 - $360.21 $14.8K - $18.4K
7.15K $2.14M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
13.8K
+ 7.55%
$64.62 - $71.43 $891K - $985K
196K $12.7M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
7.85K
+ 1.03%
$21.01 - $22.0 $165K - $173K
767K $16.2M
NDSN
Nordson Corp

Industrials
117
+ 1.05%
$208.83 - $264.36 $24.4K - $30.9K
11.3K $2.36M
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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