Allworth Financial LP Purchases in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ALL
Allstate Corp

Financial Services
562
+ 3.85%
$181.25 - $208.2 $102K - $117K
15.1K $2.92M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
328
+ 1.16%
$89.97 - $98.59 $29.5K - $32.3K
28.6K $2.71M
WRB
Berkley W R Corp

Financial Services
2.56K
+ 128.55%
$56.48 - $64.94 $145K - $166K
4.56K $266K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.71K
+ 8.62%
$22.72 - $23.0 $175K - $177K
97.2K $2.22M
IDXX
Idexx Laboratories Inc

Healthcare
572
+ 61.18%
$406.92 - $495.42 $233K - $283K
1.51K $623K
PWR
Quanta Services, Inc.

Industrials
394
+ 27.21%
$296.05 - $346.6 $117K - $137K
1.84K $582K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.94K
+ 2210.51%
$22.63 - $47.53 $157K - $330K
7.26K $164K
PFS
Provident Financial Services Inc

Financial Services
7.91K
+ 35936.36%
$17.64 - $21.86 $139K - $173K
7.93K $149K
BNDX
Vanguard Total International B

ETFs
3.44K
+ 20.91%
$48.91 - $50.61 $168K - $174K
19.9K $976K
SMR
Nuscale Power Corp

Industrials
7.82K
+ 781.5%
$11.69 - $30.21 $91.4K - $236K
8.82K $158K
HYMU
Blackrock ETF Tr Ii High Yield
6.42K
New
$22.59 - $23.2 $145K - $149K
6.42K $145K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.81K
+ 194.94%
$51.54 - $52.55 $145K - $148K
4.25K $219K
IEZ
Ishares Tr

ETFs
7.26K
New
$18.93 - $22.09 $137K - $160K
7.26K $143K
PANW
Palo Alto Networks Inc

Technology
4.18K
+ 108.17%
$181.96 - $405.9 $761K - $1.7M
8.05K $1.46M
EBAY
Ebay Inc

Consumer Cyclical
2.57K
+ 45.52%
$57.51 - $67.17 $148K - $173K
8.23K $509K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
3.63K
New
$37.81 - $38.94 $137K - $141K
3.63K $140K
REET
Ishares Global Reit ETF

ETFs
5.79K
+ 57930.0%
$23.43 - $26.54 $136K - $154K
5.8K $139K
MTCH
Match Group, Inc.

Communication Services
4.38K
+ 432.31%
$30.29 - $38.64 $133K - $169K
5.39K $176K
CMA
Comerica Inc

Financial Services
2.18K
+ 290.67%
$57.88 - $72.73 $126K - $159K
2.93K $181K
BSCU
Invesco Exc Self Ind Tr

ETFs
8.38K
New
$16.32 - $16.99 $137K - $142K
8.38K $137K
IRDM
Iridium Communications Inc.

Communication Services
4.78K
+ 491.86%
$27.32 - $33.54 $130K - $160K
5.75K $166K
CAH
Cardinal Health Inc

Healthcare
973
+ 34.77%
$107.89 - $125.33 $105K - $122K
3.77K $445K
FE
Firstenergy Corp

Utilities
3.57K
+ 292.69%
$39.14 - $44.52 $140K - $159K
4.78K $190K
ABC
Amerisourcebergen Corp

Healthcare
731
+ 43.72%
N/A
2.4K $444K
INTA
Intapp, Inc.

Technology
2.1K
+ 11650.0%
$43.86 - $70.0 $92K - $147K
2.12K $135K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.78K
+ 20.54%
$81.68 - $82.93 $145K - $148K
10.4K $855K
IYK
Ishares U.S. Consumer Staples

ETFs
2.06K
+ 836.18%
$65.32 - $70.92 $134K - $146K
2.3K $151K
XLP
Consumer Staples Sector Spdr

ETFs
1.76K
+ 20.24%
N/A
10.4K $794K
ALK
Alaska Air Group, Inc.

Industrials
1.19K
+ 41.04%
$42.48 - $67.6 $50.4K - $80.2K
4.08K $263K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.51K
+ 30.06%
$90.66 - $99.46 $137K - $150K
6.55K $595K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.54K
+ 65.8%
$89.9 - $100.66 $139K - $155K
3.89K $351K
PARR
Par Pacific Holdings, Inc.

Energy
7.98K
+ 4804.22%
$15.09 - $19.32 $120K - $154K
8.14K $133K
TROW
Price T Rowe Group Inc

Financial Services
922
+ 14.2%
$106.48 - $124.69 $98.2K - $115K
7.41K $838K
IAC
Iac/Inter Active Corp

Communication Services
3.08K
+ 1193.41%
$41.75 - $55.1 $129K - $170K
3.34K $143K
MXI
Ishares Global Materials ETF

ETFs
1.68K
New
$77.6 - $93.04 $130K - $156K
1.68K $130K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.14K
+ 423.24%
$20.98 - $21.19 $129K - $130K
7.59K $159K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.62K
+ 22.58%
$61.87 - $64.86 $162K - $170K
14.2K $880K
LUV
Southwest Airlines CO

Industrials
308
+ 1.05%
$28.99 - $34.84 $8.93K - $10.7K
29.5K $992K
DRI
Darden Restaurants Inc

Consumer Cyclical
239
+ 6.59%
$155.96 - $188.66 $37.3K - $45.1K
3.87K $721K
SHEL
Shell PLC

Energy
3.33K
+ 12.96%
$60.63 - $70.23 $202K - $234K
29K $1.82M
FTNT
Fortinet, Inc.

Technology
329
+ 5.97%
$76.49 - $99.21 $25.2K - $32.6K
5.84K $551K
GRMN
Garmin LTD

Technology
525
+ 107.14%
$161.91 - $220.77 $85K - $116K
1.02K $209K
CCJ
Cameco Corp

Energy
2.29K
+ 192.68%
$48.64 - $61.14 $111K - $140K
3.48K $178K
HUBB
Hubbell Inc

Industrials
292
+ 121.67%
$418.89 - $472.12 $122K - $138K
532 $222K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
2.19K
+ 136.09%
$52.71 - $56.65 $115K - $124K
3.79K $204K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
6.82K
+ 21.11%
$21.66 - $22.69 $148K - $155K
39.2K $852K
PFE
Pfizer Inc

Healthcare
15.2K
+ 12.89%
$24.8 - $30.19 $376K - $458K
133K $3.53M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
201K
+ 126.29%
$18.41 - $40.87 $3.69M - $8.2M
359K $6.65M
DAC
Danaos Corp

Industrials
1.5K
+ 340.14%
$76.4 - $87.8 $115K - $132K
1.94K $155K
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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