Allworth Financial LP New Holdings in Q3 2024

Allworth Financial LP

  • $16.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BL
Blackline, Inc.

Technology
19
New
$43.75 - $55.15 $831 - $1.05K
19 $1K
ONVO
Organovo Holdings, Inc.

Healthcare
2.5K
New
$0.43 - $0.76 $1.08K - $1.9K
2.5K $1K
BHB
Bar Harbor Bankshares

Financial Services
59
New
$25.47 - $33.03 $1.5K - $1.95K
59 $1K
FXU
First Tr Exchange Traded Fd Ut

ETFs
40
New
$32.72 - $38.48 $1.31K - $1.54K
40 $1K
NWPX
Northwest Pipe CO

Industrials
23
New
$32.48 - $45.76 $747 - $1.05K
23 $1K
MOFG
Mid West One Financial Group, Inc.

Financial Services
56
New
$21.43 - $29.87 $1.2K - $1.67K
56 $1K
SHBI
Shore Bancshares Inc

Financial Services
101
New
$11.07 - $14.73 $1.12K - $1.49K
101 $1K
MCBS
Metro City Bankshares, Inc.

Financial Services
58
New
$25.48 - $32.1 $1.48K - $1.86K
58 $1K
BSRR
Sierra Bancorp

Financial Services
46
New
$21.44 - $31.69 $986 - $1.46K
46 $1K
TRC
Tejon Ranch CO

Industrials
103
New
$16.58 - $19.58 $1.71K - $2.02K
103 $1K
FRBA
First Bank (Nj) Common Stock

Financial Services
94
New
$12.29 - $15.79 $1.16K - $1.48K
94 $1K
SMBK
Smartfinancial Inc.

Financial Services
52
New
$23.14 - $30.18 $1.2K - $1.57K
52 $1K
CCNE
Cnb Financial Corp

Financial Services
64
New
$19.32 - $26.14 $1.24K - $1.67K
64 $1K
Vicarious Surgical Inc
1K
New
N/A
1K $0
VCTR
Victory Capital Holdings, Inc.

Financial Services
13
New
$45.29 - $55.5 $589 - $722
13 $0
VRE
Veris Residential, Inc.

Real Estate
12
New
$14.79 - $17.99 $177 - $216
12 $0
UEC
Uranium Energy Corp

Energy
30
New
$4.26 - $6.85 $128 - $206
30 $0
TMST
Timken Steel Corp

Basic Materials
12
New
N/A
12 $0
United Sts Nat Gas Fd LP
12
New
N/A
12 $0
MBIN
Merchants Bancorp

Financial Services
5
New
$39.38 - $52.59 $197 - $263
5 $0
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
77
New
$5.05 - $7.79 $389 - $600
77 $0
UDMY
Udemy, Inc.

Consumer Defensive
69
New
$6.99 - $9.24 $482 - $638
69 $0
NTST
Netstreit Corp.

Real Estate
26
New
$15.38 - $17.22 $400 - $448
26 $0
BUYW
Northern Lts Fd Tr Iv Main Buy
495
New
N/A
495 $0
MOBBW
Mobilicom LTD Wt Pur Shs Repst
400
New
N/A
400 $0
Northern Lts Fd Tr Iv
534
New
N/A
534 $0
NN
Nextnav Inc.

Communication Services
34
New
$6.54 - $9.34 $222 - $318
34 $0
New York Cmnty Bancorp Inc
2.57K
New
N/A
2.57K $0
Netcapital Inc
375
New
N/A
375 $0
SEAT
Vivid Seats Inc.

Communication Services
33
New
$3.58 - $5.68 $118 - $187
33 $0
VITL
Vital Farms, Inc.

Consumer Defensive
6
New
$29.28 - $45.81 $176 - $275
6 $0
WMG
Warner Music Group Corp.

Communication Services
10
New
$27.51 - $32.17 $275 - $322
10 $0
Western Asset Gbl High Inc F
2.05K
New
N/A
2.05K $0
NNOX
Nano X Imaging Ltd.

Healthcare
40
New
$5.9 - $9.52 $236 - $381
40 $0
ZETA
Zeta Global Holdings Corp.

Technology
13
New
$16.61 - $30.24 $216 - $393
13 $0
Morgan Stanley Direct Lendin
1.61K
New
N/A
1.61K $0
MEG
Montrose Environmental Group, Inc.

Industrials
6
New
$26.29 - $42.29 $158 - $254
6 $0
Oblong Inc
8
New
N/A
8 $0
Oceanpal Inc
38
New
N/A
38 $0
SRRK
Scholar Rock Holding Corp

Healthcare
24
New
$7.63 - $9.71 $183 - $233
24 $0
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1
New
$48.09 - $49.69 $48.1 - $49.7
1 $0
Series Portfolios Tr
0
New
N/A
0 $0
Series Portfolios Tr
0
New
N/A
0 $0
Sezzle Inc
1
New
N/A
1 $0
Sharkninja Inc
31
New
N/A
31 $0
Te Connectivity PLC
1.13K
New
N/A
1.13K $0
Siriusxm Holdings Inc
2.7K
New
N/A
2.7K $0
Site Ctrs Corp
65
New
N/A
65 $0
Six Flags Entertainment Corp
125
New
N/A
125 $0
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