Allworth Financial LP Purchases in Q3 2024

Allworth Financial LP

  • $16.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
QUIK
Quicklogic Corp

Technology
2K
New
$7.07 - $12.79 $14.1K - $25.6K
2K $15K
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
UBS
Ubs Group Ag

Financial Services
273
+ 5.55%
$27.97 - $31.42 $7.64K - $8.58K
5.19K $160K
ZI
Zoom Info Technologies Inc.

Technology
1.58K
+ 387.25%
$8.01 - $12.68 $12.7K - $20K
1.99K $20K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5
+ 0.05%
$25.21 - $28.46 $126 - $142
9.43K $265K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
673
+ 1402.08%
$20.27 - $20.27 $13.6K - $13.6K
721 $14K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6
+ 0.09%
$98.99 - $101.51 $594 - $609
7.06K $715K
POR
Portland General Electric CO

Utilities
265
+ 74.44%
$42.44 - $49.09 $11.2K - $13K
621 $29K
SE
Sea LTD

Consumer Cyclical
67
+ 20.24%
$59.94 - $94.83 $4.02K - $6.35K
398 $37K
PHYS
Sprott Physical Gold Trust

Financial Services
106
+ 2.12%
$18.12 - $20.72 $1.92K - $2.2K
5.11K $104K
TECK
Teck Resources LTD

Basic Materials
41
+ 1.58%
$43.48 - $53.4 $1.78K - $2.19K
2.64K $138K
TDC
Teradata Corp

Technology
569
+ 75.17%
$24.51 - $34.97 $13.9K - $19.9K
1.33K $40K
ALC
Alcon Inc

Healthcare
38
+ 4.5%
$88.07 - $100.79 $3.35K - $3.83K
883 $88K
AWR
American States Water CO

Utilities
21
+ 1.95%
$71.55 - $85.38 $1.5K - $1.79K
1.1K $91K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
22
+ 4.87%
$85.44 - $110.36 $1.88K - $2.43K
474 $52K
CBSH
Commerce Bancshares Inc

Financial Services
192
+ 51.06%
$55.02 - $65.08 $10.6K - $12.5K
568 $33K
IRTC
I Rhythm Technologies, Inc.

Healthcare
192
+ 349.09%
$64.64 - $106.45 $12.4K - $20.4K
247 $18K
KIM
Kimco Realty Corp

Real Estate
94
+ 3.29%
$19.24 - $24.06 $1.81K - $2.26K
2.95K $68K
MFA
Mfa Financial, Inc.

Real Estate
116
+ 1.99%
$10.45 - $13.17 $1.21K - $1.53K
5.95K $75K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
333
+ 8.57%
$14.84 - $21.08 $4.94K - $7.02K
4.22K $86K
PNR
Pentair PLC

Industrials
48
+ 12.57%
$74.39 - $97.79 $3.57K - $4.69K
430 $42K
LNT
Alliant Energy Corp

Utilities
41
+ 4.24%
$50.74 - $60.74 $2.08K - $2.49K
1.01K $61K
BRO
Brown & Brown, Inc.

Financial Services
24
+ 3.79%
$89.11 - $105.82 $2.14K - $2.54K
657 $68K
CSGP
Costar Group, Inc.

Real Estate
129
+ 7.83%
$71.59 - $79.61 $9.24K - $10.3K
1.78K $134K
EVH
Evolent Health, Inc.

Healthcare
139
+ 15.51%
$18.41 - $32.97 $2.56K - $4.58K
1.04K $29K
FXH
First Tr Exchange Trd Fd Healt

ETFs
1
+ 0.06%
$103.09 - $113.83 $103 - $114
1.6K $179K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
233
New
$46.96 - $52.62 $10.9K - $12.3K
233 $12K
IGV
Ishares Expanded Tech Software

ETFs
100
+ 8.13%
$77.94 - $89.37 $7.79K - $8.94K
1.33K $118K
MAA
Mid America Apartment Communities Inc.

Real Estate
25
+ 5.58%
$138.8 - $166.65 $3.47K - $4.17K
473 $75K
NUDM
Nuveen Esg International Devel

ETFs
300
+ 32.72%
$30.15 - $34.01 $9.05K - $10.2K
1.22K $40K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
294
+ 170.93%
$32.65 - $36.84 $9.6K - $10.8K
466 $17K
PAYC
Paycom Software, Inc.

Technology
19
+ 4.96%
$140.16 - $173.86 $2.66K - $3.3K
402 $66K
XLC
Select Sector Spdr Tr Communic

ETFs
119
+ 35.0%
$82.16 - $90.4 $9.78K - $10.8K
459 $41K
SITE
Site One Landscape Supply, Inc.

Industrials
4
+ 1.06%
$115.64 - $153.52 $463 - $614
380 $57K
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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