Allworth Financial LP Purchases in Q3 2024

Allworth Financial LP

  • $16.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
2.86K
+ 11.21%
$76.84 - $91.03 $220K - $260K
28.4K $2.55M
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.09K
+ 1.62%
$38.89 - $42.97 $81.4K - $90K
132K $5.64M
CB
Chubb LTD

Financial Services
823
+ 9.04%
$252.51 - $292.2 $208K - $240K
9.92K $2.86M
IWD
Ishares Russell 1000 Val ETF

ETFs
143
+ 0.43%
$173.36 - $189.8 $24.8K - $27.1K
33.4K $6.33M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.41K
+ 2.83%
$90.01 - $95.32 $217K - $229K
87.3K $8.26M
CEG
Constellation Energy Corp

Utilities
153
+ 1.93%
$167.08 - $262.86 $25.6K - $40.2K
8.09K $2.1M
GD
General Dynamics Corp

Industrials
704
+ 2.82%
$279.51 - $308.09 $197K - $217K
25.6K $7.75M
ADI
Analog Devices Inc

Technology
2.14K
+ 33.25%
$200.56 - $243.33 $428K - $520K
8.56K $1.97M
EUSB
Ishares Tr Esg Advanced Total

Technology
3.88K
+ 2.12%
$42.09 - $44.64 $163K - $173K
187K $8.27M
AMGN
Amgen Inc

Healthcare
785
+ 3.24%
$309.38 - $337.38 $243K - $265K
25K $8.07M
VONE
Vanguard Russell 1000 ETF

ETFs
811
+ 4.47%
$234.0 - $260.07 $190K - $211K
18.9K $4.92M
AMP
Ameriprise Financial Inc

Financial Services
614
+ 15.48%
$391.53 - $469.81 $240K - $288K
4.58K $2.15M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
6.38K
+ 2389.51%
$63.74 - $73.47 $407K - $469K
6.65K $475K
CLX
Clorox CO

Consumer Defensive
1.92K
+ 35.19%
$131.73 - $166.97 $253K - $320K
7.36K $1.2M
LUV
Southwest Airlines CO

Industrials
14.5K
+ 98.41%
$23.7 - $29.93 $344K - $434K
29.2K $865K
PGR
Progressive Corp

Financial Services
481
+ 7.04%
$209.46 - $259.24 $101K - $125K
7.31K $1.86M
NOC
Northrop Grumman Corp

Industrials
47
+ 1.08%
$423.73 - $533.14 $19.9K - $25.1K
4.39K $2.32M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
327
+ 0.15%
$44.65 - $47.21 $14.6K - $15.4K
224K $10.5M
AVSF
American Centy ETF Tr Avantis

ETFs
7.91K
+ 21.23%
$45.96 - $47.18 $363K - $373K
45.2K $2.13M
MKC
Mccormick & CO Inc

Consumer Defensive
4.23K
+ 95.81%
$69.44 - $84.76 $294K - $359K
8.65K $712K
DLR
Digital Realty Trust, Inc.

Real Estate
23
+ 0.06%
$144.47 - $162.98 $3.32K - $3.75K
40K $6.47M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.77K
+ 1.62%
$24.38 - $25.2 $141K - $145K
361K $9.09M
VNQ
Vanguard Specialized Funds Van

ETFs
211
+ 0.82%
$82.97 - $98.97 $17.5K - $20.9K
25.8K $2.52M
JPIN
Jp Morgan Diversified Return I

ETFs
1.96K
+ 3.79%
$54.1 - $60.82 $106K - $119K
53.6K $3.22M
CL
Colgate Palmolive CO

Consumer Defensive
2.5K
+ 16.24%
$95.54 - $108.77 $239K - $272K
17.9K $1.86M
UPS
United Parcel Service Inc

Industrials
3.2K
+ 2.32%
$123.32 - $147.38 $395K - $472K
141K $19.2M
PLTR
Palantir Technologies Inc.

Technology
1.89K
+ 8.33%
$24.09 - $37.95 $45.6K - $71.8K
24.6K $914K
NKE
Nike, Inc.

Consumer Cyclical
2.15K
+ 20.89%
$71.09 - $89.44 $153K - $192K
12.4K $1.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
59
+ 0.71%
$523.84 - $572.02 $30.9K - $33.7K
8.42K $4.79M
PSN
Parsons Corp

Industrials
2K
+ 43.59%
$76.52 - $103.68 $153K - $207K
6.59K $682K
IEFA
Ishares Tr

ETFs
2.75K
+ 17.22%
$70.09 - $78.74 $193K - $216K
18.7K $1.46M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.78K
+ 0.57%
$23.57 - $24.19 $65.6K - $67.3K
489K $11.8M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
10K
+ 19.34%
$22.51 - $23.92 $226K - $240K
61.9K $1.47M
ROK
Rockwell Automation, Inc

Industrials
1.16K
+ 33.21%
$248.27 - $294.37 $287K - $341K
4.64K $1.25M
EPD
Enterprise Products Partners L.P.

Energy
9.35K
+ 56.3%
$27.88 - $30.0 $261K - $281K
26K $755K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.93K
+ 1.93%
$91.42 - $91.82 $268K - $269K
155K $14.2M
TRV
Travelers Companies, Inc.

Financial Services
648
+ 17.33%
$201.87 - $242.35 $131K - $157K
4.39K $1.03M
EFX
Equifax Inc

Industrials
494
+ 21.36%
$236.42 - $307.13 $117K - $152K
2.81K $824K
FLR
Fluor Corp

Industrials
5.34K
+ 676.68%
$43.22 - $50.26 $231K - $268K
6.13K $292K
TFC
Truist Financial Corp

Financial Services
1.97K
+ 4.46%
$38.22 - $44.94 $75.3K - $88.5K
46.2K $1.97M
IAPR
Innovator Etfs Tr Internationa

ETFs
3.27K
+ 2.8%
$26.49 - $28.58 $86.6K - $93.4K
120K $3.41M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
3.86K
+ 492.22%
N/A
4.64K $300K
PFE
Pfizer Inc

Healthcare
4.92K
+ 4.36%
$27.7 - $31.39 $136K - $154K
118K $3.41M
ASTS
Ast Space Mobile, Inc.

Communication Services
8.96K
+ 3553.97%
$10.72 - $38.6 $96K - $346K
9.21K $240K
MELI
Mercadolibre Inc

Consumer Cyclical
59
+ 21.07%
$1591.44 - $2140.1 $93.9K - $126K
339 $695K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.19K
+ 5.37%
$114.73 - $120.23 $136K - $142K
23.3K $2.78M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.91K
+ 11.64%
$57.8 - $60.8 $168K - $177K
27.9K $1.69M
DHR
Danaher Corp

Healthcare
307
+ 6.1%
$239.25 - $280.76 $73.4K - $86.2K
5.34K $1.48M
AEE
Ameren Corp

Utilities
1.77K
+ 40.96%
$70.45 - $87.46 $124K - $154K
6.08K $531K
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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