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
HLI
Houlihan Lokey, Inc.

Financial Services
7
+ 1.0%
$134.11 - $161.99 $939 - $1.13K
704 $111K
IDXX
Idexx Laboratories Inc

Healthcare
3
+ 0.32%
$455.08 - $517.19 $1.37K - $1.55K
935 $472K
IONQ
Ion Q, Inc.

Technology
2K
+ 512.82%
$6.57 - $9.71 $13.1K - $19.4K
2.39K $20K
IHE
Ishares Tr

ETFs
159
+ 9.39%
$65.61 - $72.86 $10.4K - $11.6K
1.85K $130K
MFC
Manulife Financial Corp

Financial Services
84
+ 1.56%
$24.13 - $29.63 $2.03K - $2.49K
5.48K $161K
MOH
Molina Healthcare, Inc.

Healthcare
36
+ 27.27%
$283.98 - $360.73 $10.2K - $13K
168 $57K
NIO
Nio Inc.

Consumer Cyclical
810
+ 15.23%
$3.67 - $6.68 $2.97K - $5.41K
6.13K $40K
TRP
Tc Energy Corp

Energy
189
+ 20.15%
$37.48 - $47.9 $7.08K - $9.05K
1.13K $53K
TWLO
Twilio Inc

Communication Services
113
+ 8.98%
$56.03 - $65.23 $6.33K - $7.37K
1.37K $89K
VDE
Vanguard Energy ETF

ETFs
332
+ 7.39%
$117.44 - $131.06 $39K - $43.5K
4.83K $591K
AGL
Agilon Health, Inc.

Healthcare
4.72K
+ 960.16%
$3.21 - $7.52 $15.2K - $35.5K
5.22K $20K
AVTR
Avantor, Inc.

Basic Materials
342
+ 19.86%
$20.58 - $27.7 $7.04K - $9.47K
2.06K $53K
BMRC
Bank Of Marin Bancorp

Financial Services
85
+ 2.27%
$16.0 - $22.35 $1.36K - $1.9K
3.84K $77K
FRT
Federal Realty Investment Trust

Real Estate
2
+ 0.16%
$100.42 - $117.38 $201 - $235
1.23K $140K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
1K
+ 1567.19%
$15.97 - $22.05 $16K - $22.1K
1.07K $18K
PFM
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.14%
$42.65 - $46.55 $256 - $279
4.27K $198K
JD
Jd.Com, Inc.

Consumer Cyclical
241
+ 43.58%
$24.95 - $40.01 $6.01K - $9.64K
794 $31K
JEF
Jefferies Financial Group Inc.

Financial Services
55
+ 4.71%
$49.97 - $62.49 $2.75K - $3.44K
1.22K $75K
MAS
Masco Corp

Industrials
51
+ 7.11%
$64.7 - $83.94 $3.3K - $4.28K
768 $64K
ORI
Old Republic International Corp

Financial Services
450
+ 161.87%
$29.89 - $35.9 $13.5K - $16.2K
728 $25K
PGNY
Progyny, Inc.

Healthcare
1.04K
+ 1766.1%
$16.46 - $30.0 $17.2K - $31.3K
1.1K $18K
VFH
Vanguard Financial ETF

ETFs
15
+ 0.98%
$99.27 - $111.21 $1.49K - $1.67K
1.54K $169K
WYNN
Wynn Resorts LTD

Consumer Cyclical
133
+ 17.45%
$73.55 - $97.62 $9.78K - $13K
895 $85K
ZM
Zoom Video Communications, Inc.

Technology
180
+ 43.8%
$55.32 - $71.9 $9.96K - $12.9K
591 $41K
APO
Apollo Global Management, Inc.

Financial Services
91
+ 14.26%
$99.16 - $125.81 $9.02K - $11.4K
729 $91K
CHKP
Check Point Software Technologies LTD

Technology
15
+ 3.09%
$165.0 - $195.47 $2.48K - $2.93K
501 $96K
DUOL
Duolingo, Inc.

Technology
7
+ 3.59%
$158.85 - $287.54 $1.11K - $2.01K
202 $56K
EXPE
Expedia Group, Inc.

Consumer Cyclical
17
+ 2.94%
$112.12 - $149.09 $1.91K - $2.53K
595 $88K
INFY
Infosys LTD

Technology
414
+ 22.82%
$18.76 - $23.28 $7.77K - $9.64K
2.23K $49K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
4.43K
+ 518.85%
$3.93 - $7.04 $17.4K - $31.2K
5.29K $21K
INTF
Ishares Tr

ETFs
414
+ 23.68%
$28.08 - $31.79 $11.6K - $13.2K
2.16K $67K
IYH
Ishares Tr

ETFs
2
+ 0.05%
$60.29 - $66.38 $121 - $133
4.24K $275K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
316
+ 93.22%
$46.29 - $48.52 $14.6K - $15.3K
655 $31K
LCID
Lucid Group, Inc.

Consumer Cyclical
744
+ 4.96%
$2.64 - $4.26 $1.96K - $3.17K
15.7K $55K
LYFT
Lyft, Inc.

Technology
1.85K
+ 34.11%
$9.08 - $13.97 $16.8K - $25.9K
7.28K $92K
MRVL
Marvell Technology, Inc.

Technology
96
+ 2.42%
$56.15 - $76.24 $5.39K - $7.32K
4.07K $293K
MDB
Mongo Db, Inc.

Technology
21
+ 3.83%
$221.5 - $296.69 $4.65K - $6.23K
570 $153K
SBLK
Star Bulk Carriers Corp.

Industrials
674
+ 337.0%
$19.87 - $25.0 $13.4K - $16.9K
874 $20K
TDY
Teledyne Technologies Inc

Technology
17
+ 10.49%
$381.47 - $437.71 $6.48K - $7.44K
179 $78K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
645
+ 125.49%
$23.49 - $24.57 $15.2K - $15.8K
1.16K $28K
ALK
Alaska Air Group, Inc.

Industrials
34
+ 1.19%
$32.92 - $45.21 $1.12K - $1.54K
2.89K $130K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
581
+ 53.11%
$18.12 - $21.31 $10.5K - $12.4K
1.68K $35K
PJP
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.06%
$80.08 - $89.33 $160 - $179
3.17K $275K
AOM
Ishares Tr Core Moderate Alloc

ETFs
166
+ 5.07%
$42.66 - $45.18 $7.08K - $7.5K
3.44K $155K
KRG
Kite Realty Group Trust

Real Estate
8
+ 0.23%
$21.76 - $26.86 $174 - $215
3.53K $93K
NTRS
Northern Trust Corp

Financial Services
98
+ 9.14%
$82.48 - $92.62 $8.08K - $9.08K
1.17K $105K
PRO
Pros Holdings, Inc.

Technology
949
+ 323.89%
$16.99 - $27.05 $16.1K - $25.7K
1.24K $23K
RVT
Royce Value Trust, Inc.

Financial Services
73
+ 0.69%
$14.28 - $16.01 $1.04K - $1.17K
10.7K $168K
SSNC
Ss&C Technologies Holdings Inc

Technology
6
+ 0.47%
$61.42 - $76.46 $369 - $459
1.27K $94K
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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