Allworth Financial LP Incresed Positions in Q3 2024

Allworth Financial LP

  • $16.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SENS
Senseonics Holdings, Inc.

Healthcare
20K
+ 83.61%
$0.32 - $0.49 $6.4K - $9.8K
43.9K $15K
TPG
Tpg Inc.

Financial Services
45
+ 20.36%
$40.49 - $59.88 $1.82K - $2.69K
266 $15K
TRMB
Trimble Inc.

Technology
48
+ 12.8%
$49.82 - $62.06 $2.39K - $2.98K
423 $26K
PNM
Pnm Resources Inc

Utilities
6
+ 0.49%
$35.99 - $42.21 $216 - $253
1.24K $51K
UHS
Universal Health Services Inc

Healthcare
13
+ 24.53%
$178.68 - $241.52 $2.32K - $3.14K
66 $15K
VNQI
Vanguard Global Ex U.S. Real

ETFs
76
+ 17.63%
$40.45 - $47.24 $3.07K - $3.59K
507 $23K
PCVX
Vaxcyte, Inc.

Healthcare
29
+ 38.16%
$70.52 - $117.12 $2.05K - $3.4K
105 $11K
WD
Walker & Dunlop, Inc.

Financial Services
41
+ 38.68%
$93.87 - $113.96 $3.85K - $4.67K
147 $16K
ALEX
Alexander & Baldwin, Inc.

Real Estate
122
+ 10.78%
$16.77 - $19.85 $2.05K - $2.42K
1.25K $24K
BEPC
Brookfield Renewable Corp

Utilities
73
+ 16.29%
$26.92 - $32.89 $1.97K - $2.4K
521 $17K
CLH
Clean Harbors Inc

Industrials
17
+ 27.42%
$219.55 - $249.19 $3.73K - $4.24K
79 $19K
FIX
Comfort Systems Usa Inc

Industrials
9
+ 52.94%
$292.14 - $396.82 $2.63K - $3.57K
26 $10K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
20
+ 0.97%
$9.14 - $12.13 $183 - $243
2.09K $24K
ESLT
Elbit Systems LTD

Industrials
5
+ 3.21%
$178.1 - $204.36 $891 - $1.02K
161 $32K
PFFA
Etfis Ser Tr I

ETFs
48
+ 2.32%
$20.94 - $22.98 $1.01K - $1.1K
2.12K $48K
EXPO
Exponent Inc

Industrials
6
+ 2.58%
$93.45 - $115.28 $561 - $692
239 $27K
FNB
Fnb Corp

Financial Services
249
+ 5.3%
$13.41 - $15.55 $3.34K - $3.87K
4.95K $69K
FCPT
Four Corners Property Trust, Inc.

Real Estate
116
+ 29.82%
$24.44 - $30.62 $2.84K - $3.55K
505 $14K
GMED
Globus Medical Inc

Healthcare
8
+ 0.51%
$67.08 - $73.92 $537 - $591
1.59K $113K
HWKN
Hawkins Inc

Basic Materials
35
+ 145.83%
$87.69 - $127.47 $3.07K - $4.46K
59 $7K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
365
+ 75.1%
$12.67 - $14.36 $4.62K - $5.24K
851 $11K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1
+ 0.12%
$60.1 - $66.57 $60.1 - $66.6
829 $55K
IYT
Ishares Tr U.S. Transportation

ETFs
4
+ 0.27%
$61.35 - $68.92 $245 - $276
1.47K $101K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
94
+ 7.81%
$49.7 - $56.11 $4.67K - $5.27K
1.3K $71K
JHX
James Hardie Industries PLC

Basic Materials
84
+ 49.12%
$31.27 - $42.02 $2.63K - $3.53K
255 $10K
MKL
Markel Corp

Financial Services
4
+ 3.17%
$1494.55 - $1645.69 $5.98K - $6.58K
130 $203K
MAT
Mattel Inc

Consumer Cyclical
200
+ 32.21%
$16.02 - $19.6 $3.2K - $3.92K
821 $15K
NBR
Nabors Industries LTD

Energy
74
+ 308.33%
$60.97 - $102.83 $4.51K - $7.61K
98 $6K
OGS
One Gas, Inc.

Utilities
14
+ 3.74%
$62.22 - $74.44 $871 - $1.04K
388 $28K
PDCO
Patterson Companies, Inc.

Healthcare
1.1K
+ 12.82%
$20.48 - $26.59 $22.5K - $29.2K
9.67K $211K
RRX
Regal Rexnord Corp

Industrials
27
+ 540.0%
$132.18 - $174.25 $3.57K - $4.7K
32 $5K
REG
Regency Centers Corp

Real Estate
26
+ 6.93%
$61.64 - $75.18 $1.6K - $1.95K
401 $28K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
2
+ 0.88%
$162.45 - $195.17 $325 - $390
230 $43K
SWN
Southwestern Energy CO

Energy
733
+ 48.87%
$6.0 - $7.15 $4.4K - $5.24K
2.23K $15K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
14
+ 0.85%
$42.38 - $47.25 $593 - $662
1.65K $78K
SUI
Sun Communities Inc

Real Estate
12
+ 4.94%
$117.46 - $147.6 $1.41K - $1.77K
255 $34K
SNV
Synovus Financial Corp

Financial Services
16
+ 1.71%
$39.32 - $47.62 $629 - $762
952 $42K
ERIC
Ericsson Lm Telephone CO

Technology
43
+ 1.47%
$6.19 - $7.77 $266 - $334
2.96K $22K
TGTX
Tg Therapeutics, Inc.

Healthcare
12
+ 1.66%
$17.21 - $25.28 $207 - $303
737 $17K
PATH
Ui Path, Inc.

Technology
338
+ 5.42%
$10.75 - $13.24 $3.63K - $4.48K
6.57K $84K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
65
+ 19.76%
$15.95 - $27.01 $1.04K - $1.76K
394 $10K
VKTX
Viking Therapeutics, Inc.

Healthcare
6
+ 1.24%
$49.84 - $70.47 $299 - $423
488 $30K
WTS
Watts Water Technologies Inc

Industrials
2
+ 1.06%
$175.53 - $207.88 $351 - $416
190 $39K
WAL
Western Alliance Bancorporation

Financial Services
4
+ 2.2%
$61.15 - $88.41 $245 - $354
186 $16K
WTFC
Wintrust Financial Corp

Financial Services
21
+ 7.34%
$96.43 - $111.89 $2.03K - $2.35K
307 $33K
INT
World Fuel Services Corp

Energy
223
+ 13.09%
N/A
1.93K $42K
XPEV
Xpeng Inc.

Consumer Cyclical
2
+ 0.2%
$6.63 - $12.72 $13.3 - $25.4
1.01K $12K
WMS
Advanced Drainage Systems, Inc.

Industrials
22
+ 75.86%
$140.18 - $178.56 $3.08K - $3.93K
51 $8K
AKAM
Akamai Technologies Inc

Technology
46
+ 109.52%
N/A
88 $7K
Activity Summary
Buys All Purchases 1453 New Holdings 220 Increased Positions 1233 Sells All Sells 1187 Reductions 1186 Sold out 1 Options Calls 1 Puts 1
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