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
BAND
Bandwidth Inc.

Technology
34
+ 1.86%
$14.93 - $22.82 $508 - $776
1.86K $32K
BHE
Benchmark Electronics Inc

Technology
40
+ 285.71%
$38.68 - $47.87 $1.55K - $1.91K
54 $2K
BILI
Bilibili Inc.

Communication Services
57
+ 158.33%
$12.96 - $23.38 $739 - $1.33K
93 $2K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
56
+ 86.15%
$21.55 - $26.19 $1.21K - $1.47K
121 $3K
BRSP
Bright Spire Capital, Inc.

Real Estate
269
+ 218.7%
$5.12 - $6.64 $1.38K - $1.79K
392 $2K
BC
Brunswick Corp

Consumer Cyclical
10
+ 37.04%
$69.46 - $84.53 $695 - $845
37 $3K
BY
Byline Bancorp, Inc.

Financial Services
79
+ 526.67%
$23.24 - $29.12 $1.84K - $2.3K
94 $2K
CRS
Carpenter Technology Corp

Industrials
6
+ 37.5%
$104.79 - $161.78 $629 - $971
22 $3K
CDW
Cdw Corp

Technology
10
+ 8.26%
$206.67 - $239.84 $2.07K - $2.4K
131 $29K
CNP
Centerpoint Energy Inc

Utilities
268
+ 7.09%
$25.63 - $30.55 $6.87K - $8.19K
4.05K $119K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
2
+ 2.15%
$54.78 - $76.51 $110 - $153
95 $7K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
22
+ 1.98%
$19.52 - $21.75 $429 - $479
1.13K $24K
CVAC
Cure Vac N.V.

Healthcare
585
+ 460.63%
$2.74 - $3.79 $1.6K - $2.22K
712 $2K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
6
+ 0.2%
$9.67 - $10.51 $58 - $63.1
2.95K $30K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
13
+ 0.65%
$17.27 - $19.44 $225 - $253
2.01K $39K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
6
+ 2.13%
$26.55 - $32.42 $159 - $195
288 $9K
BUSE
First Busey Corp

Financial Services
66
+ 56.9%
$23.54 - $28.41 $1.55K - $1.88K
182 $4K
THFF
First Financial Corp

Financial Services
47
+ 77.05%
$35.62 - $46.32 $1.67K - $2.18K
108 $4K
FHB
First Hawaiian, Inc.

Financial Services
44
+ 11.99%
$20.52 - $26.1 $903 - $1.15K
411 $9K
GAB
Gabelli Equity Trust Inc

Financial Services
10
+ 0.19%
$5.15 - $5.6 $51.5 - $56
5.38K $29K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
71
+ 2.67%
N/A
2.73K $85K
HLNE
Hamilton Lane Inc

Financial Services
2
+ 8.7%
$123.12 - $168.4 $246 - $337
25 $4K
HPI
John Hancock Preferred Income Fund

Financial Services
20
+ 2.16%
$16.64 - $18.91 $333 - $378
948 $17K
HE
Hawaiian Electric Industries Inc

Utilities
169
+ 21.26%
$7.74 - $17.51 $1.31K - $2.96K
964 $9K
HTBK
Heritage Commerce Corp

Financial Services
174
+ 48.74%
$8.22 - $10.71 $1.43K - $1.86K
531 $5K
DINO
Hf Sinclair Corp

Energy
68
+ 41.21%
$44.42 - $53.6 $3.02K - $3.64K
233 $10K
IAC
Iac/Inter Active Corp

Communication Services
5
+ 1.98%
$45.12 - $54.7 $226 - $274
258 $13K
PI
Impinj Inc

Technology
1
+ 3.03%
$137.66 - $217.83 $138 - $218
34 $7K
INSM
Insmed Inc

Healthcare
16
+ 30.19%
$62.0 - $79.01 $992 - $1.26K
69 $5K
TILE
Interface Inc

Consumer Cyclical
12
+ 3.82%
$14.17 - $19.02 $170 - $228
326 $6K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
5
+ 1.34%
$67.99 - $80.84 $340 - $404
378 $27K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
12
+ 4.76%
$56.88 - $63.65 $683 - $764
264 $16K
JMBS
Janus Detroit Str Tr Henderson

ETFs
2
+ 0.24%
$44.13 - $47.01 $88.3 - $94
828 $38K
KMT
Kennametal Inc

Industrials
78
+ 45.61%
$22.54 - $26.4 $1.76K - $2.06K
249 $6K
LADR
Ladder Capital Corp

Real Estate
164
+ 5.96%
$11.1 - $12.36 $1.82K - $2.03K
2.92K $33K
MBWM
Mercantile Bank Corp

Financial Services
43
+ 537.5%
$38.28 - $50.44 $1.65K - $2.17K
51 $2K
MTG
Mgic Investment Corp

Financial Services
55
+ 28.8%
$21.29 - $25.74 $1.17K - $1.42K
246 $6K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
12
+ 0.99%
$19.3 - $20.82 $232 - $250
1.23K $25K
OLN
Olin Corp

Basic Materials
31
+ 5.32%
$40.38 - $50.21 $1.25K - $1.56K
614 $29K
OBNK
Origin Bancorp, Inc.

Financial Services
59
+ 0.45%
N/A
13.1K $421K
OSCR
Oscar Health, Inc.

Healthcare
11
+ 2.66%
$14.96 - $23.27 $165 - $256
424 $8K
PTEN
Patterson Uti Energy Inc

Energy
327
+ 71.09%
$7.5 - $11.0 $2.45K - $3.6K
787 $6K
PDD
Pinduoduo Inc.

Consumer Cyclical
15
+ 7.65%
$89.17 - $151.11 $1.34K - $2.27K
211 $28K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
122
+ 6.36%
$13.31 - $15.65 $1.62K - $1.91K
2.04K $29K
PLXS
Plexus Corp

Technology
11
+ 73.33%
$102.17 - $136.71 $1.12K - $1.5K
26 $3K
PRCT
Procept Bio Robotics Corp

Healthcare
5
+ 11.11%
$56.31 - $84.99 $282 - $425
50 $4K
PB
Prosperity Bancshares Inc

Financial Services
13
+ 43.33%
$59.22 - $74.29 $770 - $966
43 $3K
QS
Quantum Scape Corp

Consumer Cyclical
53
+ 2.42%
$4.83 - $9.14 $256 - $484
2.24K $12K
RDFN
Redfin Corp

Real Estate
137
+ 142.71%
$5.64 - $14.45 $773 - $1.98K
233 $2K
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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email