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
BFB
Brown Forman Corp Cl B
4
+ 0.26%
N/A
1.54K $0
BKE
Buckle Inc

Consumer Cyclical
11
+ 157.14%
$41.32 - $54.08 $455 - $595
18 $0
Bunge Global Sa
194
+ 32.33%
N/A
794 $0
CRC
California Resources Corp

Energy
1
+ 1.23%
$50.23 - $59.59 $50.2 - $59.6
82 $4K
CAC
Camden National Corp

Financial Services
3
+ 4.69%
$38.75 - $49.57 $116 - $149
67 $2K
CASS
Cass Information Systems Inc

Industrials
9
+ 15.52%
$39.91 - $46.17 $359 - $416
67 $2K
Cava Group Inc
192
+ 369.23%
N/A
244 $0
CVE
Cenovus Energy Inc.

Energy
47
+ 14.37%
$14.35 - $18.36 $674 - $863
374 $5K
Chimera Invt Corp
2
+ 2.63%
N/A
78 $0
CMTG
Claros Mortgage Trust, Inc.

Real Estate
176
+ 87.56%
$4.09 - $7.61 $720 - $1.34K
377 $1K
CNA
Cna Financial Corp

Financial Services
8
+ 2.01%
$46.76 - $50.95 $374 - $408
406 $19K
Coherent Corp
67
+ 48.91%
N/A
204 $0
CTBI
Community Trust Bancorp Inc

Financial Services
6
+ 100.0%
$47.28 - $60.9 $284 - $365
12 $0
Cooper Cos Inc
46
+ 4.75%
N/A
1.01K $0
Core Laboratories Inc
88
+ 13.33%
N/A
748 $0
Corpay Inc
44
+ 9.93%
N/A
487 $0
CSAN
Cosan S.A.

Energy
143
+ 48.15%
$5.37 - $9.88 $768 - $1.41K
440 $2K
Digitalbridge Group Inc
56
+ 64.37%
N/A
143 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
20
+ 0.52%
N/A
3.87K $0
Dimensional ETF Trust
4.08K
+ 28.32%
N/A
18.5K $0
DFSB
Dimensional ETF Tr Dimensional
1
+ 1.67%
N/A
61 $0
Dimensional ETF Trust
109K
+ 101.81%
N/A
216K $0
DFSU
Dimensional ETF Tr Dimen Us Su
2.55K
+ 88.49%
N/A
5.44K $0
Direxion Shs ETF Tr
54
+ 300.0%
N/A
72 $0
TZA
Direxion Shs ETF Tr Direxion D

ETFs
1
+ 1.82%
$9.99 - $14.42 $9.99 - $14.4
56 $0
DLTH
Duluth Holdings Inc.

Consumer Cyclical
125
+ 176.06%
$2.9 - $4.2 $363 - $525
196 $0
DY
Dycom Industries Inc

Industrials
2
+ 16.67%
$168.3 - $202.91 $337 - $406
14 $2K
DVAX
Dynavax Technologies Corp

Healthcare
14
+ 11.67%
$10.28 - $13.66 $144 - $191
134 $1K
DRLL
Ea Ser Tr Strive U S Energy Et
35
+ 3.65%
N/A
994 $0
EGP
Eastgroup Properties Inc

Real Estate
1
+ 6.25%
$158.74 - $185.14 $159 - $185
17 $2K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
7
+ 2.33%
$25.18 - $26.55 $176 - $186
307 $7K
EPPRC
El Paso Enr Cp Tsti 4.75%
280
+ 61.81%
N/A
733 $0
ESRT
Empire State Realty Trust, Inc.

Real Estate
12
+ 28.57%
$10.06 - $11.43 $121 - $137
54 $0
ACT
Enact Holdings, Inc.

Financial Services
17
+ 242.86%
$32.36 - $36.93 $550 - $628
24 $0
ECPG
Encore Capital Group Inc

Financial Services
3
+ 33.33%
$43.97 - $50.01 $132 - $150
12 $0
GOAU
ETF Ser Solutions Us Global Go
10
+ 2.14%
N/A
477 $0
RE
Everest Re Group LTD

Financial Services
2
+ 2.94%
N/A
70 $25K
EVER
Ever Quote, Inc.

Communication Services
38
+ 5.27%
$16.8 - $21.02 $638 - $799
759 $15K
FMNB
Farmers National Banc Corp

Financial Services
19
+ 18.27%
$13.69 - $15.98 $260 - $304
123 $1K
FBK
Fb Financial Corp

Financial Services
8
+ 11.59%
$44.94 - $57.73 $360 - $462
77 $3K
Ferguson Enterprises Inc
45
+ 48.91%
N/A
137 $0
Fidelity Covington Trust
261
+ 7.05%
N/A
3.96K $0
Fidelity Covington Trust
1.48K
+ 4634.38%
N/A
1.52K $0
Fidelity Wise Origin Bitcoin
3.55K
+ 37.06%
N/A
13.1K $0
FBNC
First Bancorp

Financial Services
1
+ 0.95%
$40.32 - $49.2 $40.3 - $49.2
106 $4K
CARZ
First Trust ETF Ii First Tr S
230
+ 500.0%
N/A
276 $0
FNY
First Trust Mid Cap Growth Alp
120
+ 23.76%
N/A
625 $0
First Tr Exchng Traded Fd Vi
56
+ 4.15%
N/A
1.41K $0
Flagstar Financial Inc
103
+ 4.0%
N/A
2.68K $0
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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