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
PBF
Pbf Energy Inc.

Energy
76
+ 15.67%
$25.15 - $33.71 $1.91K - $2.56K
561 $14K
UTG
Reaves Utility Income Fund

Financial Services
7
+ 1.75%
$30.81 - $34.99 $216 - $245
407 $12K
RWT
Redwood Trust Inc

Real Estate
32
+ 2.65%
$6.44 - $7.7 $206 - $246
1.24K $8K
SUI
Sun Communities Inc

Real Estate
20
+ 7.84%
$119.89 - $139.05 $2.4K - $2.78K
275 $33K
TAL
Tal Education Group

Consumer Defensive
37
+ 4.24%
$9.45 - $12.13 $350 - $449
909 $9K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
24
+ 12.5%
$36.2 - $46.69 $869 - $1.12K
216 $7K
WDC
Western Digital Corp

Technology
79
+ 12.48%
$59.62 - $73.43 $4.71K - $5.8K
712 $42K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
18
+ 14.52%
$37.09 - $62.41 $668 - $1.12K
142 $5K
ABR
Arbor Realty Trust Inc

Real Estate
15
+ 0.99%
$13.66 - $15.64 $205 - $235
1.53K $21K
ARW
Arrow Electronics Inc

Technology
9
+ 7.32%
$112.44 - $137.23 $1.01K - $1.24K
132 $14K
BNL
Broadstone Net Lease, Inc.

Real Estate
23
+ 2.47%
$15.86 - $18.7 $365 - $430
955 $15K
CCS
Century Communities, Inc.

Consumer Cyclical
6
+ 7.23%
$72.88 - $103.59 $437 - $622
89 $6K
CHRD
Oasis Petroleum Inc.

Energy
7
+ 2.86%
$110.83 - $137.78 $776 - $964
252 $29K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
56
+ 1.73%
$74.71 - $79.24 $4.18K - $4.44K
3.29K $252K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
12
+ 0.41%
$9.77 - $10.51 $117 - $126
2.96K $28K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
42
+ 2.09%
$18.18 - $19.49 $764 - $819
2.06K $37K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
84
+ 1.78%
$14.43 - $15.02 $1.21K - $1.26K
4.8K $69K
FNX
First Tr Mid Cap Core Alphadex

ETFs
2
+ 0.1%
$114.77 - $127.28 $230 - $255
2.08K $240K
FELE
Franklin Electric CO Inc

Industrials
1
+ 0.41%
$95.71 - $110.4 $95.7 - $110
246 $23K
HIW
Highwoods Properties, Inc.

Real Estate
2
+ 0.25%
$29.37 - $36.37 $58.7 - $72.7
807 $24K
IRT
Independence Realty Trust, Inc.

Real Estate
20
+ 0.47%
$18.78 - $22.01 $376 - $440
4.31K $85K
URTH
Ishares Msci World ETF

ETFs
15
+ 0.53%
$153.73 - $162.67 $2.31K - $2.44K
2.84K $440K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
32
+ 0.45%
$100.24 - $101.35 $3.21K - $3.24K
7.09K $713K
IEV
Ishares Tr Europe ETF

ETFs
2
+ 0.56%
$52.03 - $57.63 $104 - $115
362 $18K
IYM
Ishares Tr

ETFs
41
+ 10.1%
$129.15 - $153.25 $5.3K - $6.28K
447 $58K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
3
+ 0.43%
$4.42 - $8.5 $13.3 - $25.5
693 $3K
MQ
Marqeta, Inc.

Technology
290
+ 9.67%
$3.42 - $5.95 $992 - $1.73K
3.29K $12K
NTES
Net Ease, Inc.

Communication Services
14
+ 2.29%
$76.28 - $104.26 $1.07K - $1.46K
625 $55K
PHI
Pldt Inc.

Communication Services
15
+ 3.63%
$21.06 - $27.58 $316 - $414
428 $9K
PCH
Potlatchdeltic Corp

Real Estate
2
+ 0.43%
$38.4 - $44.89 $76.8 - $89.8
467 $18K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
19
+ 8.26%
$165.45 - $196.93 $3.14K - $3.74K
249 $41K
TKR
Timken CO

Industrials
11
+ 5.39%
$70.76 - $87.24 $778 - $960
215 $15K
TOL
Toll Brothers, Inc.

Consumer Cyclical
19
+ 13.29%
$123.8 - $167.8 $2.35K - $3.19K
162 $20K
TRMD
Torm PLC

Energy
8
+ 6.67%
$17.97 - $33.22 $144 - $266
128 $2K
UDR
Udr, Inc.

Real Estate
20
+ 1.11%
$41.3 - $46.33 $826 - $927
1.82K $79K
UFPI
Ufp Industries Inc

Basic Materials
7
+ 5.3%
$112.19 - $139.02 $785 - $973
139 $15K
EGY
Vaalco Energy Inc

Energy
168
+ 9.51%
$4.24 - $6.38 $712 - $1.07K
1.94K $8K
WOLF
Wolfspeed, Inc.

Technology
1.95K
+ 38.13%
$6.44 - $16.2 $12.6K - $31.6K
7.06K $47K
WF
Woori Financial Group Inc.

Financial Services
20
+ 2.56%
$31.21 - $37.04 $624 - $741
802 $25K
AVAV
Aero Vironment Inc

Industrials
23
+ 16.31%
$153.72 - $235.17 $3.54K - $5.41K
164 $25K
POWW
Ammo, Inc.

Industrials
100
+ 1.0%
$0.98 - $1.36 $98 - $136
10.1K $11K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
55
+ 8.84%
$32.82 - $45.55 $1.81K - $2.51K
677 $22K
XCEM
Columbia ETF Tr Ii

ETFs
34
+ 2.76%
$29.6 - $32.67 $1.01K - $1.11K
1.26K $37K
FTCS
First Trust Capital Strength E

ETFs
267
+ 3.06%
$87.62 - $94.03 $23.4K - $25.1K
8.99K $789K
HL
Hecla Mining CO

Basic Materials
643
+ 18.5%
$4.86 - $7.53 $3.12K - $4.84K
4.12K $20K
IIPR
Innovative Industrial Properties Inc

Real Estate
1
+ 2.33%
$66.64 - $135.61 $66.6 - $136
44 $2K
ICLN
Ishares

ETFs
506
+ 19.53%
$11.35 - $14.51 $5.74K - $7.34K
3.1K $35K
KRG
Kite Realty Group Trust

Real Estate
61
+ 1.73%
$24.49 - $27.85 $1.49K - $1.7K
3.59K $90K
PHG
Koninklijke Philips Nv

Healthcare
797
+ 24.94%
$24.71 - $32.66 $19.7K - $26K
3.99K $101K
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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