Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPG
Simon Property Group Inc

Real Estate
1.84K
+ 140.61%
$167.23 - $183.84 $308K - $339K
3.15K $542K
DELL
Dell Technologies Inc.

Technology
2.87K
+ 60.62%
$111.96 - $144.21 $321K - $414K
7.61K $876K
VBK
Vanguard Small Cap Growth ETF

ETFs
966
+ 29.06%
$264.18 - $304.19 $255K - $294K
4.29K $1.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.06K
+ 18.02%
$131.66 - $144.0 $535K - $585K
26.6K $3.51M
ELV
Elevance Health, Inc.

Healthcare
1.37K
+ 103.95%
$365.96 - $514.62 $501K - $705K
2.69K $993K
MAR
Marriott International Inc

Consumer Cyclical
859
+ 38.18%
$246.06 - $292.59 $211K - $251K
3.11K $867K
GOLD
Barrick Gold Corp

Basic Materials
20.1K
+ 1864.19%
$15.23 - $21.19 $306K - $426K
21.2K $328K
CMCSA
Comcast Corp

Communication Services
16.4K
+ 22.0%
$37.39 - $45.14 $614K - $741K
91K $3.42M
BSX
Boston Scientific Corp

Healthcare
2.82K
+ 33.4%
$83.62 - $91.5 $235K - $258K
11.2K $1M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
15.8K
+ 19.75%
$21.81 - $22.48 $345K - $355K
95.9K $2.1M
FISV
Fiserv Inc

Technology
2.37K
+ 49.25%
N/A
7.18K $898K
RGLD
Royal Gold Inc

Basic Materials
2.24K
+ 2950.0%
$131.05 - $154.26 $294K - $346K
2.32K $305K
STX
Seagate Technology Holdings PLC

Technology
3.89K
+ 206.96%
$86.31 - $112.64 $336K - $439K
5.77K $498K
KMB
Kimberly Clark Corp

Consumer Defensive
3.23K
+ 27.08%
$130.37 - $146.09 $421K - $472K
15.2K $1.99M
SIGI
Selective Insurance Group Inc

Financial Services
2.99K
+ 1517.77%
$90.05 - $102.09 $269K - $305K
3.19K $298K
IEFA
Ishares Tr

ETFs
5.98K
+ 31.96%
$70.06 - $77.43 $419K - $463K
24.7K $1.73M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.55K
+ 141.81%
$100.18 - $109.1 $256K - $279K
4.36K $456K
WM
Waste Management Inc

Industrials
1.73K
+ 13.16%
$201.79 - $228.46 $350K - $396K
14.9K $3.01M
VDC
Vanguard Consumer Staples ETF

ETFs
1.37K
+ 46.16%
$210.96 - $223.62 $289K - $307K
4.34K $917K
OXY
Occidental Petroleum Corp

Energy
5.62K
+ 111.27%
$45.36 - $55.91 $255K - $314K
10.7K $527K
A
Agilent Technologies, Inc.

Healthcare
2.36K
+ 55.09%
$125.69 - $146.56 $297K - $346K
6.65K $892K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.3K
+ 14.08%
$22.1 - $22.59 $295K - $301K
108K $2.4M
NWN
Northwest Natural Holding CO

Utilities
6.42K
+ 3414.89%
$38.42 - $43.85 $247K - $282K
6.61K $261K
PAYX
Paychex Inc

Industrials
1.38K
+ 14.71%
$135.86 - $148.73 $188K - $206K
10.8K $1.51M
AEP
American Electric Power CO Inc

Utilities
4K
+ 34.52%
$90.91 - $102.21 $364K - $409K
15.6K $1.44M
HRL
Hormel Foods Corp

Consumer Defensive
7.97K
+ 105.03%
$29.21 - $33.55 $233K - $268K
15.6K $488K
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.47K
+ 411.89%
$56.08 - $68.53 $251K - $306K
5.55K $312K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
218
+ 5.98%
$173.13 - $258.09 $37.7K - $56.3K
3.86K $890K
LMT
Lockheed Martin Corp

Industrials
3.32K
+ 23.84%
$479.66 - $614.62 $1.59M - $2.04M
17.2K $8.37M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.53K
+ 1521.08%
$94.77 - $97.36 $239K - $246K
2.69K $256K
ETR
Entergy Corp

Utilities
5.15K
+ 183.16%
$73.19 - $156.4 $377K - $805K
7.95K $603K
TTD
Trade Desk, Inc.

Technology
1.73K
+ 46.33%
$108.7 - $139.51 $188K - $242K
5.47K $642K
SYY
Sysco Corp

Consumer Defensive
3.17K
+ 46.36%
$73.63 - $81.77 $233K - $259K
10K $764K
ECL
Ecolab Inc.

Basic Materials
1.14K
+ 64.47%
$234.32 - $261.43 $266K - $297K
2.9K $679K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
4.49K
+ 668.15%
$50.0 - $50.27 $225K - $226K
5.16K $258K
AJG
Arthur J. Gallagher & Co.

Financial Services
763
+ 25.89%
$278.49 - $315.16 $212K - $240K
3.71K $1.05M
EVRG
Evergy, Inc.

Utilities
3.65K
+ 84.56%
$59.06 - $65.0 $216K - $238K
7.98K $490K
KHC
Kraft Heinz CO

Consumer Defensive
9.14K
+ 67.3%
$30.1 - $36.02 $275K - $329K
22.7K $697K
CATH
Global X Fds Global X S&P 500

ETFs
2.15K
+ 4.79%
$68.5 - $73.81 $147K - $159K
47K $3.33M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2.54K
+ 825.65%
$76.53 - $94.19 $195K - $240K
2.85K $243K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
13.8K
+ 23.62%
$26.63 - $30.23 $367K - $417K
72.1K $1.92M
CDNS
Cadence Design Systems Inc

Technology
645
+ 83.01%
$249.1 - $324.54 $161K - $209K
1.42K $427K
COP
Conocophillips

Energy
3.37K
+ 17.13%
$95.12 - $114.72 $321K - $387K
23.1K $2.29M
MGC
Vanguard Mega Cap ETF

ETFs
992
+ 335.14%
$204.21 - $220.18 $203K - $218K
1.29K $273K
EOG
Eog Resources Inc

Energy
1.74K
+ 22.99%
$118.22 - $136.54 $206K - $238K
9.33K $1.14M
MRVL
Marvell Technology, Inc.

Technology
494
+ 12.15%
$70.31 - $124.78 $34.7K - $61.6K
4.56K $503K
BP
Bp PLC

Energy
7.75K
+ 66.8%
$28.16 - $33.14 $218K - $257K
19.3K $571K
CCL
Carnival Corp

Consumer Cyclical
4K
+ 24.3%
$17.34 - $26.8 $69.4K - $107K
20.5K $510K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.99K
+ 127.75%
$128.36 - $186.0 $255K - $370K
3.55K $456K
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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