Allworth Financial LP Incresed Positions in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NULG
Nuveen Esg Large Cap Growth Et

ETFs
139
+ 3.2%
$81.6 - $90.89 $11.3K - $12.6K
4.48K $384K
ONL
Orion Office Reit Inc.

Real Estate
6.99K
+ 1215.48%
$3.68 - $4.32 $25.7K - $30.2K
7.56K $28K
RBLX
Roblox Corp

Communication Services
128
+ 9.28%
$39.86 - $61.45 $5.1K - $7.87K
1.51K $87K
AAL
American Airlines Group Inc.

Industrials
2.29K
+ 5.0%
N/A
48.1K $530K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
705
+ 11.52%
$40.97 - $42.66 $28.9K - $30.1K
6.83K $282K
DSGX
Descartes Systems Group Inc

Technology
182
+ 39.82%
$100.21 - $121.37 $18.2K - $22.1K
639 $72K
DTE
Dte Energy CO

Utilities
336
+ 15.98%
$117.04 - $129.77 $39.3K - $43.6K
2.44K $294K
EXPD
Expeditors International Of Washington Inc

Industrials
1.22K
+ 22.93%
$110.5 - $128.26 $134K - $156K
6.52K $721K
RACE
Ferrari N.V.

Consumer Cyclical
85
+ 35.12%
$422.83 - $490.34 $35.9K - $41.7K
327 $138K
AG
First Majestic Silver Corp

Basic Materials
4.59K
+ 805.44%
$5.39 - $7.94 $24.7K - $36.5K
5.16K $28K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
939
+ 123.07%
$26.55 - $26.67 $24.9K - $25K
1.7K $45K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.0%
$118.0 - $127.04 $118 - $127
20.9K $2.54M
JBL
Jabil Inc

Technology
121
+ 38.91%
$118.97 - $147.77 $14.4K - $17.9K
432 $62K
MSI
Motorola Solutions, Inc.

Technology
17
+ 1.19%
$449.08 - $504.6 $7.63K - $8.58K
1.44K $666K
RHI
Robert Half International Inc.

Industrials
342
+ 73.39%
$65.55 - $76.8 $22.4K - $26.3K
808 $56K
BKR
Baker Hughes CO

Energy
63
+ 1.43%
$35.98 - $44.88 $2.27K - $2.83K
4.47K $183K
FQAL
Fidelity Covington Tr Quality

ETFs
63
+ 0.17%
$64.43 - $68.47 $4.06K - $4.31K
37.7K $2.46M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
413
+ 1.46%
$41.09 - $45.94 $17K - $19K
28.7K $1.21M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
490
+ 28.71%
$49.84 - $59.6 $24.4K - $29.2K
2.2K $116K
MSM
Msc Industrial Direct CO Inc

Industrials
342
+ 412.05%
$73.09 - $90.18 $25K - $30.8K
425 $31K
RJF
Raymond James Financial Inc

Financial Services
38
+ 7.0%
$123.0 - $170.1 $4.67K - $6.46K
581 $90K
DOX
Amdocs LTD

Technology
304
+ 23.17%
$82.94 - $92.86 $25.2K - $28.2K
1.62K $137K
BRBR
Bellring Brands, Inc.

Consumer Defensive
97
+ 9.25%
$60.38 - $78.79 $5.86K - $7.64K
1.15K $86K
CHD
Church & Dwight CO Inc

Consumer Defensive
224
+ 5.62%
$99.11 - $112.25 $22.2K - $25.1K
4.21K $440K
PDP
Invesco Exchange Traded Fd Tr

ETFs
175
+ 15.18%
$102.88 - $117.55 $18K - $20.6K
1.33K $142K
OEF
Ishares S&P 100 ETF

ETFs
85
+ 23.35%
N/A
449 $119K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
69
+ 5.4%
$180.39 - $205.43 $12.4K - $14.2K
1.35K $255K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
546
+ 116.42%
$42.79 - $44.9 $23.4K - $24.5K
1.02K $43K
ACM
Aecom

Industrials
207
+ 390.57%
$101.97 - $116.97 $21.1K - $24.2K
260 $27K
BCS
Barclays PLC

Financial Services
1.28K
+ 27.14%
$11.65 - $13.67 $14.9K - $17.5K
6.01K $79K
KMX
Carmax Inc

Consumer Cyclical
249
+ 62.72%
$71.11 - $87.2 $17.7K - $21.7K
646 $52K
CLH
Clean Harbors Inc

Industrials
103
+ 130.38%
$228.61 - $263.39 $23.5K - $27.1K
182 $41K
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
736
+ 8.1%
$46.0 - $47.12 $33.9K - $34.7K
9.82K $452K
FIVN
Five9, Inc.

Technology
520
+ 912.28%
$27.26 - $43.41 $14.2K - $22.6K
577 $23K
LYB
Lyondell Basell Industries N.V.

Basic Materials
564
+ 59.56%
$72.97 - $96.75 $41.2K - $54.6K
1.51K $112K
TPYP
Managed Portfolio Ser Tortoise

ETFs
165
+ 2.76%
$31.7 - $36.82 $5.23K - $6.08K
6.14K $209K
OMF
One Main Holdings, Inc.

Financial Services
288
+ 21.56%
$45.27 - $57.43 $13K - $16.5K
1.62K $84K
PCAR
Paccar Inc

Industrials
84
+ 3.32%
$97.92 - $118.41 $8.23K - $9.95K
2.61K $271K
RPRX
Royalty Pharma PLC

Healthcare
877
+ 417.62%
$24.28 - $28.39 $21.3K - $24.9K
1.09K $27K
SNY
Sanofi

Healthcare
1.44K
+ 28.4%
$45.89 - $57.31 $66.2K - $82.7K
6.52K $314K
SONY
Sony Group Corp

Technology
7.65K
+ 413.74%
$17.53 - $96.8 $134K - $741K
9.5K $200K
UNFI
United Natural Foods Inc

Consumer Defensive
100
+ 5.36%
$19.1 - $29.62 $1.91K - $2.96K
1.97K $53K
ADSK
Autodesk, Inc.

Technology
86
+ 10.34%
N/A
918 $225K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.07K
+ 45.7%
$23.17 - $26.26 $24.9K - $28.2K
3.42K $82K
EMLP
First Tr Exchange Traded Iv

ETFs
25
+ 0.25%
$33.69 - $38.24 $842 - $956
9.89K $352K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
69
+ 7.86%
$109.13 - $130.93 $7.53K - $9.03K
947 $118K
IYT
Ishares Tr U.S. Transportation

ETFs
343
+ 23.3%
$66.79 - $75.4 $22.9K - $25.9K
1.82K $122K
NTRS
Northern Trust Corp

Financial Services
62
+ 5.3%
$88.4 - $111.16 $5.48K - $6.89K
1.23K $126K
OPCH
Option Care Health, Inc.

Healthcare
897
+ 3322.22%
$21.74 - $31.64 $19.5K - $28.4K
924 $21K
Activity Summary
Buys All Purchases 2174 New Holdings 382 Increased Positions 1792 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 2 Puts 1
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