Cliftonlarsonallen Wealth Advisors, LLC Purchases and Sells in Q2 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.95 Billion
  • Q2 2025

Top Buys

Incresed Positions

79 operations
Stock Shares change Price Range Shares Held Trade History
169K
+ 9.32%
$456.74 - $568.03 $77.3M - $96.1M
1.99M $1.13B
386K
+ 5.37%
$45.65 - $57.01 $17.6M - $22M
7.58M $432M
319K
+ 4.13%
$59.24 - $71.39 $18.9M - $22.8M
8.04M $573M
81.5K
+ 86.86%
$243.75 - $303.93 $19.9M - $24.8M
175K $53.3M
133K
+ 58.01%
$152.42 - $182.82 $20.3M - $24.4M
364K $66.5M
890K
+ 7.57%
$24.98 - $25.66 $22.2M - $22.8M
12.6M $323M
View all

New Holdings

16 operations
Stock Shares change Price Range Shares Held Trade History
27.6K
New
$97.68 - $121.38 $2.7M - $3.35M
27.6K $3.35M
10.4K
New
$208.27 - $238.46 $2.16M - $2.47M
10.4K $2.38M
19K
New
$87.54 - $110.63 $1.67M - $2.11M
19K $2.11M
38.6K
New
$49.08 - $51.35 $1.89M - $1.98M
38.6K $1.94M
29.4K
New
$48.46 - $50.2 $1.42M - $1.47M
29.4K $1.46M
10.3K
New
$128.02 - $151.37 $1.32M - $1.56M
10.3K $1.36M
View all

Top Sells

Reduced Positions

87 operations
Stock Shares change Price Range Shares Held Trade History
-105K
- 13.04%
$102.31 - $105.8 $10.7M - $11.1M
698K $72.9M
-53.1K
- 9.52%
$168.34 - $195.42 $8.93M - $10.4M
504K $98.5M
-34.5K
- 47.87%
$167.32 - $223.3 $5.76M - $7.69M
37.5K $8.23M
-92.6K
- 11.79%
N/A
693K $37.2M
-92.2K
- 15.08%
$43.65 - $45.44 $4.02M - $4.19M
519K $23.6M
-27.2K
- 15.47%
$116.93 - $119.39 $3.18M - $3.25M
149K $17.7M
View all
Activity Summary
Buys All Purchases 95 New Holdings 16 Increased Positions 79 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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