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
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
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
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
U
Unity Software Inc.

Technology
82
+ 5.34%
$13.93 - $23.19 $1.14K - $1.9K
1.62K $36K
ACIW
Aci Worldwide, Inc.

Technology
187
+ 252.7%
$38.9 - $50.89 $7.27K - $9.52K
261 $13K
ALLY
Ally Financial Inc.

Financial Services
421
+ 41.89%
$32.67 - $45.01 $13.8K - $18.9K
1.43K $50K
APTV
Aptiv PLC

Consumer Cyclical
136
+ 35.6%
$65.39 - $74.24 $8.89K - $10.1K
518 $37K
CHT
Chunghwa Telecom CO LTD

Communication Services
265
+ 40.52%
$36.12 - $40.59 $9.57K - $10.8K
919 $36K
DT
Dynatrace, Inc.

Technology
33
+ 3.06%
$40.49 - $53.47 $1.34K - $1.76K
1.11K $59K
JETS
ETF Ser Solutions U S Global J

ETFs
538
+ 197.07%
$16.76 - $20.84 $9.02K - $11.2K
811 $16K
INSP
Inspire Medical Systems, Inc.

Healthcare
34
+ 62.96%
$125.79 - $216.71 $4.28K - $7.37K
88 $18K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
437
+ 33.11%
$19.88 - $21.63 $8.69K - $9.45K
1.76K $37K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
6
+ 0.02%
$23.08 - $23.52 $138 - $141
28.6K $671K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
205
+ 21.69%
$37.68 - $42.0 $7.72K - $8.61K
1.15K $47K
MTTR
Matterport, Inc.

Technology
2.55K
+ 336.02%
$4.03 - $4.6 $10.3K - $11.7K
3.31K $14K
OPEN
Opendoor Technologies Inc.

Real Estate
5.14K
+ 111.13%
$1.6 - $2.92 $8.23K - $15K
9.77K $19K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
214
+ 9.09%
$15.15 - $19.2 $3.24K - $4.11K
2.57K $47K
UDR
Udr, Inc.

Real Estate
80
+ 4.65%
$39.96 - $47.13 $3.2K - $3.77K
1.8K $81K
AGNC
Agnc Investment Corp.

Real Estate
524
+ 10.15%
$9.48 - $10.66 $4.97K - $5.59K
5.69K $59K
ALGN
Align Technology Inc

Healthcare
34
+ 28.57%
$204.03 - $257.2 $6.94K - $8.74K
153 $38K
CWEN
Clearway Energy, Inc.

Utilities
71
+ 5.74%
$24.11 - $30.68 $1.71K - $2.18K
1.31K $40K
EWBC
East West Bancorp Inc

Financial Services
104
+ 130.0%
$70.41 - $88.25 $7.32K - $9.18K
184 $15K
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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