Allworth Financial LP Purchases in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIO
Bio Rad Laboratories, Inc.

Healthcare
104
+ 260.0%
$243.0 - $367.0 $25.3K - $38.2K
144 $35K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
52
+ 8.23%
$88.0 - $115.5 $4.58K - $6.01K
684 $78K
CPT
Camden Property Trust

Real Estate
158
+ 47.45%
$109.16 - $125.53 $17.2K - $19.8K
491 $60K
DASH
Door Dash, Inc.

Communication Services
48
+ 5.71%
$168.37 - $213.38 $8.08K - $10.2K
888 $162K
ECPG
Encore Capital Group Inc

Financial Services
648
+ 5400.0%
$32.02 - $51.25 $20.7K - $33.2K
660 $22K
EQR
Equity Residential

Real Estate
302
+ 48.17%
$66.98 - $75.02 $20.2K - $22.7K
929 $66K
FLEX
Flex Ltd.

Technology
2.17K
+ 23.55%
$32.92 - $44.46 $71.5K - $96.6K
11.4K $376K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
4.44K
+ 10323.26%
$4.92 - $9.82 $21.8K - $43.6K
4.48K $22K
LPLA
Lpl Financial Holdings Inc.

Financial Services
67
+ 14.44%
$308.87 - $383.33 $20.7K - $25.7K
531 $173K
PR
Permian Resources Corporation

Energy
1.64K
+ 376.73%
$12.33 - $16.0 $20.2K - $26.2K
2.07K $28K
HYD
Vaneck High Yield Muni ETF

ETFs
446
+ 39.89%
$50.79 - $52.53 $22.7K - $23.4K
1.56K $80K
AER
Aer Cap Holdings N.V.

Industrials
116
+ 8.0%
$94.11 - $105.78 $10.9K - $12.3K
1.57K $159K
BWA
Borgwarner Inc

Consumer Cyclical
793
+ 123.14%
$27.78 - $32.9 $22K - $26.1K
1.44K $41K
CGGO
Capital Group Global Growth Eq

ETFs
799
+ 58.19%
$28.33 - $30.84 $22.6K - $24.6K
2.17K $61K
CUBE
Cube Smart

Real Estate
501
+ 115.17%
$40.23 - $43.23 $20.2K - $21.7K
936 $39K
ELAN
Elanco Animal Health Inc

Healthcare
2.09K
+ 791.67%
$10.04 - $12.47 $21K - $26.1K
2.35K $24K
IYK
Ishares U.S. Consumer Staples

ETFs
105
+ 4.56%
$63.29 - $71.8 $6.65K - $7.54K
2.41K $172K
JACK
Jack In The Box Inc

Consumer Cyclical
794
New
$27.19 - $42.58 $21.6K - $33.8K
794 $21K
OLN
Olin Corp

Basic Materials
1.1K
+ 188.47%
$23.36 - $34.41 $25.6K - $37.7K
1.68K $40K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
666
New
$29.14 - $32.97 $19.4K - $22K
666 $21K
SPSC
Sps Commerce Inc

Technology
175
+ 296.61%
$123.05 - $197.4 $21.5K - $34.5K
234 $31K
TTC
Toro CO

Industrials
317
+ 91.62%
$71.86 - $87.28 $22.8K - $27.7K
663 $48K
TSEM
Tower Semiconductor LTD

Technology
600
+ 5000.0%
$35.43 - $54.74 $21.3K - $32.8K
612 $21K
WNC
Wabash National Corp

Industrials
2.35K
+ 268.84%
$10.59 - $17.28 $24.9K - $40.6K
3.22K $35K
AROC
Archrock, Inc.

Energy
32
+ 0.22%
$22.72 - $30.34 $727 - $971
14.5K $380K
AVB
Avalonbay Communities Inc

Real Estate
112
+ 14.72%
$207.86 - $228.08 $23.3K - $25.5K
873 $187K
AXS
Axis Capital Holdings LTD

Financial Services
198
+ 507.69%
$85.54 - $100.24 $16.9K - $19.8K
237 $23K
BKR
Baker Hughes CO

Energy
166
+ 3.71%
$41.16 - $48.85 $6.83K - $8.11K
4.64K $203K
CRI
Carters Inc

Consumer Cyclical
548
+ 313.14%
$39.79 - $55.09 $21.8K - $30.2K
723 $29K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
166
+ 2.43%
$41.61 - $44.72 $6.91K - $7.42K
6.99K $302K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
444
+ 79.43%
$45.66 - $48.85 $20.3K - $21.7K
1K $46K
FTNT
Fortinet, Inc.

Technology
96
+ 1.64%
$92.49 - $114.57 $8.88K - $11K
5.93K $571K
FOXA
Fox Corp

Communication Services
280
+ 55.23%
$47.9 - $58.0 $13.4K - $16.2K
787 $44K
GNL
Global Net Lease, Inc.

Real Estate
1.63K
+ 15.76%
$6.91 - $8.26 $11.2K - $13.4K
11.9K $95K
IP
International Paper CO

Consumer Cyclical
396
+ 22.92%
$49.38 - $60.09 $19.6K - $23.8K
2.12K $113K
EWC
Ishares Msci Canada ETF

ETFs
482
+ 198.35%
$39.3 - $42.52 $18.9K - $20.5K
725 $29K
IWV
Ishares Russell 3000 ETF

ETFs
170
+ 8.27%
$313.1 - $349.83 $53.2K - $59.5K
2.23K $706K
RPRX
Royalty Pharma PLC

Healthcare
452
+ 41.58%
$25.75 - $33.86 $11.6K - $15.3K
1.54K $47K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
797
+ 308.91%
$25.44 - $25.58 $20.3K - $20.4K
1.06K $26K
VTWO
Vanguard Russell 2000 ETF

ETFs
360
+ 36.33%
$80.08 - $92.93 $28.8K - $33.5K
1.35K $108K
AMKR
Amkor Technology, Inc.

Technology
1.36K
+ 166.3%
$18.06 - $26.73 $24.5K - $36.3K
2.17K $39K
CAG
Conagra Brands Inc.

Consumer Defensive
931
+ 17.86%
$23.9 - $27.67 $22.3K - $25.8K
6.15K $163K
THG
Hanover Insurance Group, Inc.

Financial Services
53
+ 10.17%
$147.13 - $174.61 $7.8K - $9.25K
574 $99K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
334
+ 19.98%
$25.2 - $68.74 $8.42K - $23K
2.01K $59K
JBHT
Hunt J B Transport Services Inc

Industrials
147
+ 167.05%
$146.12 - $186.55 $21.5K - $27.4K
235 $34K
ICLR
Icon PLC

Healthcare
232
+ 37.6%
$174.99 - $222.58 $40.6K - $51.6K
849 $148K
PJAN
Innovator U.S. Equity Power Bu

ETFs
477
New
$41.09 - $43.24 $19.6K - $20.6K
477 $19K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
437
+ 4.37%
$48.25 - $52.09 $21.1K - $22.8K
10.4K $515K
PDP
Invesco Exchange Traded Fd Tr

ETFs
287
+ 21.61%
$96.95 - $116.13 $27.8K - $33.3K
1.62K $161K
Activity Summary
Buys All Purchases 2143 New Holdings 301 Increased Positions 1842 Sells All Sells 1090 Reductions 1084 Sold out 6 Options Calls 1 Puts 5
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