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
Te Connectivity PLC
313
+ 27.67%
N/A
1.44K $0
TEI
Templeton Emerging Markets Income Fund

Financial Services
5
+ 3.14%
$5.09 - $5.89 $25.5 - $29.5
164 $0
BRP
Brp Group, Inc.

Financial Services
4
+ 12.9%
N/A
35 $1K
TIPT
Tiptree Inc.

Financial Services
6
+ 33.33%
$19.02 - $22.95 $114 - $138
24 $0
DWAC
Digital World Acquisition Corp.

Financial Services
406
+ 13.63%
N/A
3.39K $0
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
63
+ 5.29%
$6.08 - $6.83 $383 - $430
1.26K $8K
Two Hbrs Invt Corp
7
+ 0.11%
N/A
6.54K $0
UHALB
Amerco Com Ser N
6.74K
+ 823.32%
N/A
7.56K $0
PATH
Ui Path, Inc.

Technology
100
+ 1.52%
$11.95 - $15.5 $1.2K - $1.55K
6.67K $84K
PCVX
Vaxcyte, Inc.

Healthcare
39
+ 37.14%
$80.97 - $117.93 $3.16K - $4.6K
144 $11K
Vestis Corporation
25
+ 8.14%
N/A
332 $0
Virgin Galactic Holdings Inc
17
+ 10.83%
N/A
174 $0
WSO
Watsco Inc

Industrials
10
+ 3.82%
$466.57 - $568.78 $4.67K - $5.69K
272 $128K
WTS
Watts Water Technologies Inc

Industrials
5
+ 2.63%
$190.59 - $221.46 $953 - $1.11K
195 $39K
WMK
Weis Markets Inc

Consumer Defensive
8
+ 400.0%
$62.89 - $75.93 $503 - $607
10 $0
Wells Fargo CO New
290
+ 337.21%
N/A
376 $0
Wk Kellogg CO
75
+ 20.89%
N/A
434 $0
Workhorse Group Inc
4
+ 3.85%
N/A
108 $0
XMTR
Xometry, Inc.

Industrials
4
+ 26.67%
$17.17 - $44.66 $68.7 - $179
19 $0
YORW
York Water CO

Utilities
8
+ 10.26%
$32.72 - $38.15 $262 - $305
86 $2K
ADC
Agree Realty Corp

Real Estate
21
+ 4.17%
$69.44 - $77.65 $1.46K - $1.63K
524 $36K
ARKG
Ark Genomic Revolution ETF (De

ETFs
118
+ 6.04%
$22.66 - $27.11 $2.67K - $3.2K
2.07K $48K
CAR
Avis Budget Group, Inc.

Industrials
3
+ 1.92%
$77.44 - $109.07 $232 - $327
159 $12K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
401
+ 7.31%
$10.55 - $11.6 $4.23K - $4.65K
5.88K $62K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
27
+ 5.7%
$101.82 - $114.06 $2.75K - $3.08K
501 $51K
CHX
Champion X Corp

Energy
7
+ 1.91%
$25.79 - $32.51 $181 - $228
373 $10K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
21
+ 1.85%
$20.17 - $21.84 $424 - $459
1.16K $23K
ED
Consolidated Edison Inc

Utilities
823
+ 16.39%
$88.87 - $107.38 $73.1K - $88.4K
5.84K $521K
CSTM
Constellium Se

Basic Materials
1
+ 0.68%
$9.97 - $16.45 $9.97 - $16.5
148 $1K
CYTK
Cytokinetics Inc

Healthcare
2
+ 1.1%
$46.36 - $58.62 $92.7 - $117
183 $8K
DSX
Diana Shipping Inc.

Industrials
7
+ 0.5%
$1.74 - $2.54 $12.2 - $17.8
1.4K $2K
DOCN
Digital Ocean Holdings, Inc.

Technology
34
+ 17.09%
$34.07 - $44.0 $1.16K - $1.5K
233 $7K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
23
+ 1.05%
$8.17 - $8.66 $188 - $199
2.21K $18K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
8
+ 0.86%
$8.36 - $8.71 $66.9 - $69.7
940 $7K
PFFA
Etfis Ser Tr I

ETFs
61
+ 2.88%
$21.82 - $23.21 $1.33K - $1.42K
2.18K $47K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
4
+ 1.39%
$27.67 - $31.93 $111 - $128
292 $8K
FN
Fabrinet

Technology
16
+ 6.99%
$214.76 - $271.08 $3.44K - $4.34K
245 $53K
LGOV
First Tr ETF Iv Long Duration

ETFs
9
+ 1.01%
$20.75 - $22.49 $187 - $202
897 $18K
FCN
Fti Consulting, Inc

Industrials
5
+ 10.0%
$190.39 - $231.2 $952 - $1.16K
55 $10K
GGG
Graco Inc

Industrials
5
+ 1.08%
$81.45 - $92.29 $407 - $461
470 $39K
HAE
Haemonetics Corp

Healthcare
21
+ 1.68%
$71.16 - $93.38 $1.49K - $1.96K
1.27K $99K
HLMN
Hillman Solutions Corp.

Industrials
12
+ 0.81%
$9.66 - $11.54 $116 - $138
1.49K $14K
HRZN
Horizon Technology Finance Corp

Financial Services
14
+ 4.79%
$8.57 - $10.68 $120 - $150
306 $2K
EMB
Ishares Tr

ETFs
61
+ 4.12%
$88.94 - $93.46 $5.43K - $5.7K
1.54K $137K
IYE
Ishares Tr

ETFs
1
+ 0.09%
$43.93 - $51.37 $43.9 - $51.4
1.12K $50K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
2
+ 0.76%
$57.07 - $62.58 $114 - $125
266 $15K
MTRN
Materion Corp

Basic Materials
2
+ 5.26%
$97.0 - $120.21 $194 - $240
40 $3K
NAVI
Navient Corp

Financial Services
4
+ 2.86%
$12.98 - $15.86 $51.9 - $63.4
144 $1K
NVT
N Vent Electric PLC

Industrials
3
+ 0.48%
$67.69 - $79.19 $203 - $238
626 $42K
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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