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
PKG
Packaging Corp Of America

Consumer Cyclical
81
+ 25.96%
$211.98 - $248.85 $17.2K - $20.2K
393 $88K
PRI
Primerica, Inc.

Financial Services
71
+ 27.31%
$265.71 - $304.93 $18.9K - $21.7K
331 $89K
SPH
Suburban Propane Partners LP

Utilities
1.56K
+ 18.65%
$17.0 - $19.85 $26.5K - $30.9K
9.9K $170K
AGCO
Agco Corp

Industrials
220
+ 333.33%
$89.46 - $101.89 $19.7K - $22.4K
286 $26K
CAG
Conagra Brands Inc.

Consumer Defensive
1.38K
+ 35.82%
$26.48 - $32.72 $36.4K - $45K
5.21K $144K
INVH
Invitation Homes Inc.

Real Estate
702
+ 101.15%
$31.4 - $34.69 $22K - $24.4K
1.4K $44K
SFL
Sfl Corp Ltd.

Industrials
1.94K
+ 6917.86%
$9.72 - $11.76 $18.8K - $22.8K
1.97K $20K
AEM
Agnico Eagle Mines LTD

Basic Materials
330
+ 10.83%
$75.99 - $88.85 $25.1K - $29.3K
3.38K $264K
BNS
Bank Of Nova Scotia

Financial Services
350
+ 121.11%
$51.5 - $57.02 $18K - $20K
639 $34K
EQIX
Equinix Inc

Real Estate
9
+ 4.62%
$865.69 - $985.0 $7.79K - $8.87K
204 $192K
IDCC
Inter Digital, Inc.

Communication Services
2
+ 0.58%
$142.61 - $200.59 $285 - $401
347 $67K
IIM
Invesco Value Municipal Income Trust

Financial Services
1.71K
+ 310.0%
$11.71 - $12.93 $20K - $22K
2.26K $26K
AINV
Apollo Investment Corp

Financial Services
1.7K
+ 197.79%
N/A
2.56K $28K
MCO
Moodys Corp

Financial Services
43
+ 4.49%
$454.04 - $500.88 $19.5K - $21.5K
1K $473K
RIO
Rio Tinto PLC

Basic Materials
578
+ 47.61%
$58.59 - $71.15 $33.9K - $41.1K
1.79K $105K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
505
+ 29.86%
$63.27 - $70.31 $32K - $35.5K
2.2K $139K
XPO
Xpo Logistics, Inc.

Industrials
12
+ 1.66%
$105.35 - $158.2 $1.26K - $1.9K
736 $96K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
854
+ 142.33%
$19.99 - $22.62 $17.1K - $19.3K
1.45K $30K
CHKP
Check Point Software Technologies LTD

Technology
110
+ 21.96%
$170.18 - $209.01 $18.7K - $23K
611 $114K
COTY
Coty Inc.

Consumer Defensive
3.33K
+ 145.01%
$6.92 - $9.36 $23K - $31.2K
5.62K $39K
DAN
Dana Inc

Consumer Cyclical
1.51K
+ 1606.38%
$7.67 - $13.0 $11.6K - $19.6K
1.6K $18K
FXD
First Tr Exchange Traded Fd

ETFs
254
+ 44.8%
$62.05 - $68.52 $15.8K - $17.4K
821 $53K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
923
+ 9.89%
$17.93 - $18.8 $16.5K - $17.4K
10.3K $186K
MTZ
Mastec Inc

Industrials
78
+ 15.06%
$119.94 - $147.94 $9.36K - $11.5K
596 $81K
NTR
Nutrien Ltd.

Basic Materials
396
+ 1100.0%
$44.04 - $50.78 $17.4K - $20.1K
432 $19K
PAYC
Paycom Software, Inc.

Technology
9
+ 2.24%
$159.94 - $240.25 $1.44K - $2.16K
411 $84K
SON
Sonoco Products CO

Consumer Cyclical
379
+ 823.91%
$48.6 - $54.89 $18.4K - $20.8K
425 $20K
BRKR
Bruker Corp

Healthcare
307
+ 352.87%
$48.25 - $67.46 $14.8K - $20.7K
394 $23K
DNP
Dnp Select Income Fund Inc

Financial Services
3.48K
+ 30.29%
$8.82 - $9.96 $30.7K - $34.7K
15K $132K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1K
+ 13.13%
$14.38 - $15.35 $14.4K - $15.4K
8.62K $128K
ESLT
Elbit Systems LTD

Industrials
32
+ 19.88%
$201.1 - $263.5 $6.44K - $8.43K
193 $49K
PJUL
Innovator U.S. Equity Power Bu

ETFs
284
+ 3.53%
$40.12 - $41.68 $11.4K - $11.8K
8.33K $342K
MGPI
Mgp Ingredients Inc

Consumer Defensive
433
+ 7216.67%
$38.87 - $83.35 $16.8K - $36.1K
439 $17K
TAP
Molson Coors Beverage CO

Consumer Defensive
298
+ 25.28%
$53.97 - $63.88 $16.1K - $19K
1.48K $84K
ORI
Old Republic International Corp

Financial Services
440
+ 60.44%
$34.4 - $38.98 $15.1K - $17.2K
1.17K $42K
RF
Regions Financial Corp

Financial Services
683
+ 36.39%
$22.45 - $27.47 $15.3K - $18.8K
2.56K $60K
ROKU
Roku, Inc

Communication Services
219
+ 52.77%
$64.08 - $84.12 $14K - $18.4K
634 $47K
ROST
Ross Stores, Inc.

Consumer Cyclical
93
+ 2.45%
$138.59 - $156.61 $12.9K - $14.6K
3.9K $589K
SEIC
Sei Investments CO

Financial Services
158
+ 53.74%
$69.36 - $86.58 $11K - $13.7K
452 $37K
STWD
Starwood Property Trust, Inc.

Real Estate
1.37K
+ 22.97%
$18.95 - $20.37 $26K - $27.9K
7.34K $138K
TDY
Teledyne Technologies Inc

Technology
27
+ 15.08%
$436.59 - $489.24 $11.8K - $13.2K
206 $95K
WAL
Western Alliance Bancorporation

Financial Services
215
+ 115.59%
$80.51 - $96.1 $17.3K - $20.7K
401 $33K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
467
+ 237.06%
$35.21 - $44.8 $16.4K - $20.9K
664 $25K
AMSC
American Superconductor Corp

Industrials
639
+ 4260.0%
$21.33 - $36.81 $13.6K - $23.5K
654 $16K
CHTR
Charter Communications, Inc.

Communication Services
36
+ 16.36%
$315.38 - $408.02 $11.4K - $14.7K
256 $87K
DPZ
Dominos Pizza Inc

Consumer Cyclical
41
+ 37.61%
$408.59 - $476.19 $16.8K - $19.5K
150 $62K
DBX
Dropbox, Inc.

Technology
365
+ 33.46%
$25.05 - $30.8 $9.14K - $11.2K
1.46K $43K
DTM
Dt Midstream, Inc.

Energy
57
+ 11.35%
$78.85 - $108.56 $4.49K - $6.19K
559 $55K
EXC
Exelon Corp

Utilities
2.03K
+ 9.77%
$36.22 - $40.97 $73.6K - $83.3K
22.8K $859K
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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