Cliftonlarsonallen Wealth Advisors, LLC Purchases and Sells in Q3 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • $6.31 Billion
  • Q3 2025

Top Buys

Incresed Positions

84 operations
Stock Shares change Price Range Shares Held Trade History
33.8K
+ 1.7%
$567.77 - $614.76 $19.2M - $20.8M
2.02M $1.24B
371K
+ 4.61%
$70.77 - $73.59 $26.2M - $27.3M
8.41M $617M
1.53M
+ 12.11%
$25.21 - $25.99 $38.6M - $39.8M
14.2M $366M
150K
+ 1.98%
$56.02 - $60.3 $8.4M - $9.04M
7.73M $463M
321K
+ 6.35%
$48.5 - $50.19 $15.5M - $16.1M
5.37M $269M
505K
+ 9.16%
$33.26 - $34.01 $16.8M - $17.2M
6.02M $204M
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
18.5K
New
$51.37 - $54.25 $951K - $1M
18.5K $997K
11.7K
New
$66.2 - $71.79 $777K - $843K
11.7K $803K
10.2K
New
$60.9 - $70.75 $621K - $722K
10.2K $637K
20K
New
$26.94 - $29.62 $538K - $591K
20K $563K
12.7K
New
$40.84 - $45.06 $520K - $574K
12.7K $559K
16.1K
New
$11.66 - $15.56 $188K - $250K
16.1K $232K
View all

Top Sells

Reduced Positions

89 operations
Stock Shares change Price Range Shares Held Trade History
-498K
- 23.77%
$28.92 - $32.19 $14.4M - $16M
1.6M $51M
-93.4K
- 13.4%
$103.24 - $106.68 $9.65M - $9.97M
604K $64.3M
-150K
- 92.98%
$26.71 - $26.81 $4.01M - $4.02M
11.3K $303K
-85.3K
- 22.99%
$44.22 - $45.74 $3.77M - $3.9M
286K $13M
-89.4K
- 7.03%
$81.7 - $87.53 $7.31M - $7.83M
1.18M $103M
-44.1K
- 6.36%
N/A
649K $34.8M
View all
Activity Summary
Buys All Purchases 92 New Holdings 8 Increased Positions 84 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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