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
PARR
Par Pacific Holdings, Inc.

Energy
7.98K
+ 4804.22%
$15.09 - $19.32 $120K - $154K
8.14K $133K
TROW
Price T Rowe Group Inc

Financial Services
922
+ 14.2%
$106.48 - $124.69 $98.2K - $115K
7.41K $838K
IAC
Iac/Inter Active Corp

Communication Services
3.08K
+ 1193.41%
$41.75 - $55.1 $129K - $170K
3.34K $143K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.14K
+ 423.24%
$20.98 - $21.19 $129K - $130K
7.59K $159K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.62K
+ 22.58%
$61.87 - $64.86 $162K - $170K
14.2K $880K
LUV
Southwest Airlines CO

Industrials
308
+ 1.05%
$28.99 - $34.84 $8.93K - $10.7K
29.5K $992K
DRI
Darden Restaurants Inc

Consumer Cyclical
239
+ 6.59%
$155.96 - $188.66 $37.3K - $45.1K
3.87K $721K
SHEL
Shell PLC

Energy
3.33K
+ 12.96%
$60.63 - $70.23 $202K - $234K
29K $1.82M
FTNT
Fortinet, Inc.

Technology
329
+ 5.97%
$76.49 - $99.21 $25.2K - $32.6K
5.84K $551K
GRMN
Garmin LTD

Technology
525
+ 107.14%
$161.91 - $220.77 $85K - $116K
1.02K $209K
HUBB
Hubbell Inc

Industrials
292
+ 121.67%
$418.89 - $472.12 $122K - $138K
532 $222K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
2.19K
+ 136.09%
$52.71 - $56.65 $115K - $124K
3.79K $204K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
6.82K
+ 21.11%
$21.66 - $22.69 $148K - $155K
39.2K $852K
PFE
Pfizer Inc

Healthcare
15.2K
+ 12.89%
$24.8 - $30.19 $376K - $458K
133K $3.53M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
201K
+ 126.29%
$18.41 - $40.87 $3.69M - $8.2M
359K $6.65M
DAC
Danaos Corp

Industrials
1.5K
+ 340.14%
$76.4 - $87.8 $115K - $132K
1.94K $155K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
4.76K
+ 472.29%
$23.75 - $25.68 $113K - $122K
5.76K $138K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
599
+ 4.31%
$124.61 - $133.96 $74.6K - $80.2K
14.5K $1.87M
NYF
Ishares New York Muni Bond ETF

ETFs
2.69K
+ 8.89%
$52.85 - $54.34 $142K - $146K
33K $1.76M
XLE
Energy Sector Spdr

ETFs
2.24K
+ 5.9%
$83.32 - $97.27 $187K - $218K
40.2K $3.44M
AYI
Acuity Brands Inc

Industrials
369
+ 467.09%
$292.13 - $333.45 $108K - $123K
448 $130K
BROS
Dutch Bros Inc.

Consumer Cyclical
1.77K
+ 224.02%
$30.72 - $55.82 $54.4K - $98.9K
2.56K $134K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
5.94K
+ 178.73%
$18.41 - $18.97 $109K - $113K
9.27K $171K
FCX
Freeport Mcmoran Inc

Basic Materials
5.13K
+ 69.97%
$38.08 - $50.82 $195K - $261K
12.5K $474K
SPOT
Spotify Technology S.A.

Communication Services
213
+ 133.96%
$362.95 - $502.38 $77.3K - $107K
372 $166K
HRB
H&R Block Inc

Consumer Cyclical
2.32K
+ 141.07%
$52.14 - $63.36 $121K - $147K
3.97K $209K
CX
Cemex Sab De Cv

Basic Materials
19.1K
+ 289.72%
$5.17 - $6.16 $98.9K - $118K
25.7K $145K
CL
Colgate Palmolive CO

Consumer Defensive
3.69K
+ 20.65%
$90.22 - $102.31 $333K - $378K
21.6K $1.96M
LYG
Lloyds Banking Group PLC

Financial Services
41.9K
+ 197.24%
$2.67 - $3.23 $112K - $135K
63.1K $171K
MMS
Maximus, Inc.

Industrials
1.41K
+ 1638.37%
$69.81 - $92.82 $98.4K - $131K
1.5K $111K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
4.24K
+ 106.94%
$25.25 - $26.34 $107K - $112K
8.21K $207K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.52K
+ 13.98%
$9.71 - $15.34 $34.2K - $54K
28.7K $381K
MTN
Vail Resorts Inc

Consumer Cyclical
522
+ 375.54%
$165.69 - $195.44 $86.5K - $102K
661 $123K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.61K
+ 24.39%
$43.37 - $51.46 $69.8K - $82.8K
8.21K $395K
SQ
Block, Inc.

Technology
555
+ 19.54%
$65.06 - $98.92 $36.1K - $54.9K
3.4K $288K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.87K
+ 28.5%
$35.45 - $40.33 $102K - $116K
13K $464K
NET
Cloudflare, Inc.

Technology
220
+ 8.35%
$78.11 - $117.56 $17.2K - $25.9K
2.85K $307K
CTVA
Corteva, Inc.

Basic Materials
2.02K
+ 17.33%
$55.21 - $64.13 $112K - $130K
13.7K $780K
CYBR
Cyber Ark Software Ltd.

Technology
248
+ 86.71%
$274.1 - $333.15 $68K - $82.6K
534 $177K
IONQ
Ion Q, Inc.

Technology
363
+ 15.19%
$8.17 - $48.24 $2.97K - $17.5K
2.75K $114K
WDFC
Wd 40 CO

Basic Materials
440
+ 53.4%
$242.06 - $290.11 $107K - $128K
1.26K $306K
WU
Western Union CO

Financial Services
8.88K
+ 782.72%
$10.52 - $11.94 $93.4K - $106K
10K $106K
HYLB
Xtrackers Usd High Yield Corp

ETFs
2.56K
+ 671.92%
$35.95 - $36.76 $92K - $94.1K
2.94K $106K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.48K
+ 106.63%
$68.25 - $75.42 $101K - $112K
2.87K $196K
VHT
Vanguard Health Care ETF

ETFs
2.7K
+ 12.97%
$250.81 - $283.3 $678K - $766K
23.5K $5.97M
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.85K
+ 264.1%
$49.28 - $52.29 $91.4K - $96.9K
2.56K $126K
FRT
Federal Realty Investment Trust

Real Estate
819
+ 66.86%
$109.55 - $117.53 $89.7K - $96.3K
2.04K $228K
QRVO
Qorvo, Inc.

Technology
1.67K
+ 181.17%
$65.6 - $104.58 $110K - $175K
2.6K $181K
AIQ
Global X Funds Global X Artifi

ETFs
2.11K
+ 76.73%
$36.57 - $40.57 $77.1K - $85.5K
4.85K $187K
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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