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
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
11
+ 0.34%
$55.05 - $58.86 $606 - $647
3.22K $181K
SNX
Td Synnex Corp

Technology
22
+ 28.95%
$114.71 - $125.79 $2.52K - $2.77K
98 $11K
TDC
Teradata Corp

Technology
38
+ 2.87%
$28.47 - $33.38 $1.08K - $1.27K
1.36K $42K
TPG
Tpg Inc.

Financial Services
13
+ 4.89%
$58.29 - $71.51 $758 - $930
279 $17K
UVV
Universal Corp

Consumer Defensive
25
+ 7.91%
$49.67 - $57.99 $1.24K - $1.45K
341 $18K
UVSP
Univest Financial Corp

Financial Services
26
+ 12.26%
$26.85 - $32.21 $698 - $837
238 $7K
VMI
Valmont Industries Inc

Industrials
2
+ 1.96%
$287.0 - $352.14 $574 - $704
104 $31K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.61K
+ 3.67%
$160.89 - $176.18 $259K - $284K
45.5K $7.36M
VOYA
Voya Financial, Inc.

Financial Services
37
+ 205.56%
$65.93 - $83.9 $2.44K - $3.1K
55 $3K
WVVI
Willamette Valley Vineyards Inc

Consumer Defensive
600
+ 202.02%
$3.23 - $3.65 $1.94K - $2.19K
897 $3K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
149
+ 0.75%
$50.34 - $56.61 $7.5K - $8.43K
19.9K $1.02M
WPP
Wpp PLC

Communication Services
39
+ 3.16%
$49.35 - $56.55 $1.92K - $2.21K
1.27K $65K
ADUS
Addus Home Care Corp

Healthcare
6
+ 200.0%
$118.27 - $133.01 $710 - $798
9 $1K
ALKS
Alkermes Plc.

Healthcare
33
+ 35.11%
$25.7 - $31.46 $848 - $1.04K
127 $3K
AVLV
American Centy ETF Tr Avantis
7
+ 0.93%
$65.51 - $71.22 $459 - $499
757 $50K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
43
+ 52.44%
$16.36 - $22.16 $703 - $953
125 $2K
AMN
Amn Healthcare Services Inc

Healthcare
50
+ 106.38%
$22.94 - $42.42 $1.15K - $2.12K
97 $2K
ANDE
Andersons, Inc.

Consumer Defensive
26
+ 44.83%
$39.75 - $50.0 $1.03K - $1.3K
84 $3K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
157
+ 64.08%
$8.61 - $9.3 $1.35K - $1.46K
402 $3K
ARMK
Aramark

Industrials
29
+ 27.36%
$37.25 - $42.22 $1.08K - $1.22K
135 $5K
ASB
Associated Banc Corp

Financial Services
12
+ 8.82%
$20.64 - $28.14 $248 - $338
148 $3K
ALV
Autoliv Inc

Consumer Cyclical
6
+ 6.45%
$91.27 - $101.57 $548 - $609
99 $9K
AXS
Axis Capital Holdings LTD

Financial Services
13
+ 50.0%
$78.26 - $94.05 $1.02K - $1.22K
39 $3K
BSAC
Banco Santander Chile

Financial Services
60
+ 68.18%
$18.6 - $20.89 $1.12K - $1.25K
148 $2K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
127
+ 7.15%
$61.93 - $70.49 $7.87K - $8.95K
1.9K $125K
BPMC
Blueprint Medicines Corp

Healthcare
10
+ 250.0%
$82.48 - $101.39 $825 - $1.01K
14 $1K
BCC
Boise Cascade CO

Basic Materials
4
+ 57.14%
$118.79 - $152.5 $475 - $610
11 $1K
BOKF
Bok Financial Corp

Financial Services
12
+ 9.45%
$101.23 - $119.67 $1.21K - $1.44K
139 $14K
BRCC
Brc Inc.

Consumer Defensive
1.33K
+ 13.64%
$2.82 - $3.5 $3.76K - $4.67K
11.1K $34K
BRSP
Bright Spire Capital, Inc.

Real Estate
237
+ 60.46%
$5.25 - $6.43 $1.24K - $1.52K
629 $3K
BY
Byline Bancorp, Inc.

Financial Services
12
+ 12.77%
$25.1 - $32.06 $301 - $385
106 $3K
CACI
Caci International Inc

Technology
1
+ 0.29%
N/A
344 $147K
CPT
Camden Property Trust

Real Estate
26
+ 8.47%
$112.52 - $127.03 $2.93K - $3.3K
333 $38K
CTRE
Care Trust Reit, Inc.

Real Estate
38
+ 24.36%
$26.8 - $32.79 $1.02K - $1.25K
194 $5K
EBR
Brazilian Electric Power CO

Utilities
232
+ 249.46%
$5.49 - $7.26 $1.27K - $1.68K
325 $1K
CERT
Certara, Inc.

Healthcare
85
+ 242.86%
$9.55 - $11.71 $812 - $995
120 $1K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
908
+ 208.74%
$1.07 - $1.47 $972 - $1.33K
1.34K $1K
CLDT
Chatham Lodging Trust

Real Estate
2
+ 1.72%
$7.8 - $9.88 $15.6 - $19.8
118 $1K
COHU
Cohu Inc

Technology
20
+ 25.97%
$24.42 - $28.57 $488 - $571
97 $2K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
61
+ 11.34%
$31.36 - $35.93 $1.91K - $2.19K
599 $19K
COLM
Columbia Sportswear CO

Consumer Cyclical
8
+ 11.94%
$75.7 - $90.71 $606 - $726
75 $6K
CMC
Commercial Metals CO

Basic Materials
31
+ 77.5%
$49.22 - $63.32 $1.53K - $1.96K
71 $3K
OFC
Corporate Office Properties Trust

Real Estate
49
+ 66.22%
N/A
123 $2K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
10
+ 1.59%
$7.67 - $9.21 $76.7 - $92.1
637 $5K
CRVL
Corvel Corp

Financial Services
11
+ 366.67%
$111.26 - $370.61 $1.22K - $4.08K
14 $1K
CUZ
Cousins Properties Inc

Real Estate
19
+ 28.79%
$28.63 - $31.94 $544 - $607
85 $2K
CRON
Cronos Group Inc.

Healthcare
640
+ 313.73%
$1.87 - $2.29 $1.2K - $1.47K
844 $1K
CTO
Cto Realty Growth, Inc.

Real Estate
35
+ 29.41%
$18.57 - $20.65 $650 - $723
154 $3K
DK
Delek Us Holdings, Inc.

Energy
27
+ 55.1%
$15.4 - $20.37 $416 - $550
76 $1K
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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email