Allworth Financial LP New Holdings in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMCX
Amc Networks Inc.

Communication Services
25
New
$7.66 - $9.92 $192 - $248
25 $0
WRBY
Warby Parker Inc.

Healthcare
17
New
$15.04 - $25.72 $256 - $437
17 $0
Amer Sports Inc
17
New
N/A
17 $0
American Centy ETF Tr
334
New
N/A
334 $0
ACRE
Ares Commercial Real Estate Corp

Real Estate
109
New
$5.89 - $7.29 $642 - $795
109 $0
Arista Networks Inc
10.3K
New
N/A
10.3K $0
USLM
United States Lime & Minerals Inc

Basic Materials
1
New
$91.63 - $157.45 $91.6 - $157
1 $0
TDW
Tidewater Inc

Energy
8
New
$47.0 - $73.31 $376 - $586
8 $0
ORCC
Owl Rock Capital Corp

Financial Services
15
New
N/A
15 $0
Tidal Tr Ii
422
New
N/A
422 $0
Tidal Tr Ii
1
New
N/A
1 $0
Tidal Tr Ii
3
New
N/A
3 $0
Calamos ETF Tr
13.6K
New
N/A
13.6K $0
HFND
Tidal ETF Tr Unlimited Hedge I
1.98K
New
N/A
1.98K $0
BAK
Braskem Sa

Basic Materials
103
New
$3.8 - $7.5 $391 - $773
103 $0
Brookfield Infrastructure CO
1.32K
New
N/A
1.32K $0
Blackrock Inc
2.48K
New
N/A
2.48K $0
Touchstone ETF Trust
187
New
N/A
187 $0
AROW
Arrow Financial Corp

Financial Services
8
New
$27.63 - $34.2 $221 - $274
8 $0
Ul Solutions Inc
11
New
N/A
11 $0
AURA
Aura Biosciences, Inc.

Healthcare
44
New
$8.11 - $11.74 $357 - $517
44 $0
Trust For Professional Manag
28.2K
New
N/A
28.2K $0
Trust For Professional Manag
9K
New
N/A
9K $0
Trust For Professional Manag
15.5K
New
N/A
15.5K $0
Trust For Professional Manag
13K
New
N/A
13K $0
BGNE
Bei Gene, Ltd.

Healthcare
1
New
$174.72 - $246.04 $175 - $246
1 $0
BCAT
Black Rock Capital Allocation Trust

ETFs
15
New
$15.1 - $16.65 $227 - $250
15 $0
TSE
Trinseo PLC

Basic Materials
7
New
$3.25 - $6.79 $22.8 - $47.5
7 $0
Brookfield Renewable Corp
671
New
N/A
671 $0
Morgan Stanley ETF Trust
41
New
N/A
41 $0
GMRE
Global Medical Reit Inc.

Real Estate
33
New
$7.53 - $9.83 $248 - $324
33 $0
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
9
New
$6.13 - $10.24 $55.2 - $92.2
9 $0
ALTY
Global X Funds Global X Altern

ETFs
15
New
$11.57 - $12.13 $174 - $182
15 $0
Lazard Inc
4
New
N/A
4 $0
HDUS
Lattice Strategies Tr Hartford
12
New
N/A
12 $0
RYLD
Global X Fds Russell 2000 Cove

ETFs
13
New
$15.97 - $16.79 $208 - $218
13 $0
Landbridge Company LLC
100
New
N/A
100 $0
Lam Research Corp
44.8K
New
N/A
44.8K $0
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
17
New
$12.1 - $13.76 $206 - $234
17 $0
GRAB
Grab Holdings LTD

Technology
190
New
$3.6 - $5.67 $684 - $1.08K
190 $0
LQDA
Liquidia Corp

Healthcare
12
New
$9.82 - $11.8 $118 - $142
12 $0
GERN
Geron Corp

Healthcare
56
New
$3.3 - $4.44 $185 - $249
56 $0
Luminar Technologies Inc
501
New
N/A
501 $0
Morgan Stanley ETF Trust
40
New
N/A
40 $0
MNRO
Monro, Inc.

Consumer Cyclical
15
New
$24.38 - $29.78 $366 - $447
15 $0
Momentus Inc
500
New
N/A
500 $0
MDXG
Mimedx Group, Inc.

Healthcare
15
New
$5.51 - $9.75 $82.6 - $146
15 $0
MPB
Mid Penn Bancorp Inc

Financial Services
4
New
$28.76 - $33.02 $115 - $132
4 $0
MDIA
Mediaco Holding Inc.

Communication Services
32
New
$1.08 - $1.99 $34.6 - $63.7
32 $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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