Allworth Financial LP Incresed Positions in Q3 2024

Allworth Financial LP

  • $16.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WAB
Westinghouse Air Brake Technologies Corp

Industrials
206
+ 19.23%
$150.01 - $182.29 $30.9K - $37.6K
1.28K $232K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.32K
+ 55.26%
$16.42 - $18.12 $54.5K - $60.2K
9.33K $168K
ATO
Atmos Energy Corp

Utilities
334
+ 50.76%
$114.08 - $138.75 $38.1K - $46.3K
992 $137K
WCN
Waste Connections, Inc.

Industrials
250
+ 5.43%
$173.92 - $186.5 $43.5K - $46.6K
4.85K $867K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
41
+ 1.03%
$210.25 - $231.86 $8.62K - $9.51K
4.01K $895K
SYY
Sysco Corp

Consumer Defensive
182
+ 2.74%
$69.16 - $78.98 $12.6K - $14.4K
6.83K $533K
ABC
Amerisourcebergen Corp

Healthcare
310
+ 22.76%
N/A
1.67K $309K
LHX
L3 Harris Technologies, Inc.

Industrials
33
+ 0.9%
$221.96 - $243.27 $7.32K - $8.03K
3.7K $880K
EXP
Eagle Materials Inc

Basic Materials
1
+ 0.13%
$212.39 - $292.18 $212 - $292
782 $224K
KEYS
Keysight Technologies, Inc.

Technology
75
+ 3.9%
$119.86 - $158.87 $8.99K - $11.9K
2K $317K
XYL
Xylem Inc.

Industrials
406
+ 55.16%
$126.14 - $141.53 $51.2K - $57.5K
1.14K $154K
FTA
First Tr Large Cap Value

ETFs
27
+ 0.28%
$72.76 - $79.13 $1.96K - $2.14K
9.5K $751K
ILMN
Illumina, Inc.

Healthcare
298
+ 52.19%
$105.28 - $135.9 $31.4K - $40.5K
869 $113K
IWP
Ishares Russell Mid Cap Growth

ETFs
4
+ 0.05%
$103.87 - $117.59 $415 - $470
7.72K $905K
TTD
Trade Desk, Inc.

Technology
97
+ 2.66%
$83.08 - $110.79 $8.06K - $10.7K
3.74K $409K
ECL
Ecolab Inc.

Basic Materials
91
+ 5.45%
$228.86 - $255.76 $20.8K - $23.3K
1.76K $449K
ARKW
Ark Next Generation Internet E

ETFs
121
+ 2.1%
$68.06 - $85.67 $8.24K - $10.4K
5.87K $499K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
1.87K
+ 18.97%
$11.57 - $14.32 $21.6K - $26.7K
11.7K $165K
ET
Energy Transfer LP

Energy
3.54K
+ 11.67%
$15.43 - $16.44 $54.6K - $58.2K
33.9K $543K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
48
+ 7.26%
$1024.09 - $1201.76 $49.2K - $57.7K
709 $745K
ROIC
Retail Opportunity Investments Corp

Real Estate
3.2K
+ 4320.27%
$12.29 - $15.98 $39.3K - $51.1K
3.27K $51K
ROST
Ross Stores, Inc.

Consumer Cyclical
206
+ 5.73%
$136.06 - $155.24 $28K - $32K
3.8K $572K
SPG
Simon Property Group Inc

Real Estate
181
+ 16.03%
$146.09 - $170.11 $26.4K - $30.8K
1.31K $221K
AZN
Astrazeneca PLC

Healthcare
637
+ 5.97%
$76.67 - $87.62 $48.8K - $55.8K
11.3K $881K
STT
State Street Corp

Financial Services
185
+ 8.26%
$73.37 - $89.31 $13.6K - $16.5K
2.43K $214K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
16
+ 0.14%
$55.06 - $62.25 $881 - $996
11.1K $684K
AEM
Agnico Eagle Mines LTD

Basic Materials
19
+ 0.63%
$65.04 - $84.24 $1.24K - $1.6K
3.05K $245K
AMCR
Amcor PLC

Consumer Cyclical
132
+ 0.45%
$9.5 - $11.44 $1.25K - $1.51K
29.4K $333K
MTB
M&T Bank Corp

Financial Services
86
+ 7.33%
$146.49 - $179.85 $12.6K - $15.5K
1.26K $224K
NRZ
New Residential Investment Corp.

Real Estate
6.41K
+ 281.19%
N/A
8.7K $63K
EQT
Eqt Corp

Energy
1.26K
+ 151.26%
$30.21 - $37.21 $38.1K - $46.9K
2.09K $76K
IR
Ingersoll Rand Inc.

Industrials
220
+ 6.91%
$86.9 - $100.4 $19.1K - $22.1K
3.4K $334K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
5.1K
+ 46.19%
$9.27 - $11.62 $47.3K - $59.3K
16.1K $164K
PVAL
Putnam ETF Tr Putnam Focused L
1.15K
+ 79.79%
$35.03 - $37.94 $40.1K - $43.4K
2.58K $97K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
150
+ 3.93%
$77.23 - $87.97 $11.6K - $13.2K
3.97K $344K
GUNR
Flexshares Tr Morningstar Glob

ETFs
977
+ 29.23%
$38.51 - $41.48 $37.6K - $40.5K
4.32K $178K
SWI
Solar Winds Corp

Technology
3.33K
+ 732.09%
$10.79 - $13.04 $35.9K - $43.4K
3.79K $49K
STWD
Starwood Property Trust, Inc.

Real Estate
1.84K
+ 44.54%
$18.75 - $21.11 $34.5K - $38.8K
5.97K $121K
MHK
Mohawk Industries Inc

Consumer Cyclical
107
+ 20.62%
$108.83 - $162.7 $11.6K - $17.4K
626 $100K
NVS
Novartis Ag

Healthcare
86
+ 2.25%
$106.13 - $120.89 $9.13K - $10.4K
3.9K $448K
SOFI
So Fi Technologies, Inc.

Financial Services
3.44K
+ 29.28%
$6.32 - $8.19 $21.7K - $28.2K
15.2K $119K
DOW
Dow Inc.

Basic Materials
445
+ 4.05%
$50.15 - $55.41 $22.3K - $24.7K
11.4K $623K
MNST
Monster Beverage Corp

Consumer Defensive
644
+ 17.97%
$45.01 - $52.47 $29K - $33.8K
4.23K $220K
RMD
Resmed Inc

Healthcare
27
+ 4.17%
$186.94 - $252.92 $5.05K - $6.83K
674 $164K
CCL
Carnival Corp

Consumer Cyclical
2.32K
+ 16.37%
$14.01 - $19.18 $32.5K - $44.4K
16.5K $304K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
174
+ 0.36%
$49.69 - $50.5 $8.65K - $8.79K
48.3K $2.44M
AVY
Avery Dennison Corp

Industrials
166
+ 23.92%
$202.27 - $224.18 $33.6K - $37.2K
860 $189K
EDOW
First Tr Exchange Traded Fd

ETFs
750
+ 17.56%
$32.74 - $36.1 $24.6K - $27.1K
5.02K $180K
OTIS
Otis Worldwide Corp

Industrials
38
+ 0.86%
$91.43 - $104.43 $3.47K - $3.97K
4.47K $464K
Activity Summary
Buys All Purchases 1453 New Holdings 220 Increased Positions 1233 Sells All Sells 1187 Reductions 1186 Sold out 1 Options Calls 1 Puts 1
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