Cliftonlarsonallen Wealth Advisors, LLC Purchases and Sells in Q1 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.35 Billion
  • Q1 2025

Top Buys

Incresed Positions

80 operations
Stock Shares change Price Range Shares Held Trade History
245K
+ 15.58%
$507.05 - $563.67 $124M - $138M
1.82M $933M
897K
+ 2003.02%
$90.37 - $94.08 $81.1M - $84.4M
942K $88.3M
793K
+ 67.72%
$57.44 - $59.4 $45.6M - $47.1M
1.96M $117M
1.92M
+ 3137.65%
$25.12 - $26.05 $48.3M - $50M
1.98M $49.9M
1.18M
+ 30.62%
$32.5 - $33.3 $38.4M - $39.3M
5.04M $167M
793K
+ 20.65%
$49.25 - $50.66 $39M - $40.2M
4.63M $229M
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
2.06M
New
$24.22 - $24.86 $49.9M - $51.2M
2.06M $50.2M
611K
New
$43.76 - $45.31 $26.8M - $27.7M
611K $27.5M
176K
New
$114.57 - $118.14 $20.1M - $20.8M
176K $20.8M
376K
New
$48.06 - $53.73 $18.1M - $20.2M
376K $18.4M
175K
New
$78.51 - $80.11 $13.8M - $14.1M
175K $13.8M
67.6K
New
$105.3 - $106.24 $7.12M - $7.19M
67.6K $7.14M
View all

Top Sells

Reduced Positions

75 operations
Stock Shares change Price Range Shares Held Trade History
-810K
- 84.38%
$95.85 - $99.25 $77.6M - $80.3M
150K $14.8M
-1.35M
- 76.03%
$44.81 - $46.22 $60.3M - $62.2M
424K $19.1M
-795K
- 35.6%
$69.57 - $78.65 $55.3M - $62.5M
1.44M $109M
-688K
- 96.93%
$58.07 - $58.69 $40M - $40.4M
21.8K $1.28M
-276K
- 20.35%
$92.45 - $106.69 $25.5M - $29.5M
1.08M $100M
-323K
- 28.68%
$104.71 - $107.69 $33.8M - $34.7M
802K $84.6M
View all
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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