Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WCC
Wesco International Inc

Industrials
585
+ 14.92%
$132.86 - $186.1 $77.7K - $109K
4.51K $834K
HSBC
Hsbc Holdings PLC

Financial Services
3.57K
+ 195.56%
$46.68 - $61.09 $167K - $218K
5.39K $327K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
383
+ 10.22%
$224.16 - $285.86 $85.9K - $109K
4.13K $1.18M
PIM
Putnam Master Intermediate Income Trust

Financial Services
66.3K
New
$3.18 - $3.37 $211K - $223K
66.3K $222K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.63K
+ 6.18%
$121.58 - $136.74 $198K - $223K
28K $3.8M
FQAL
Fidelity Covington Tr Quality

ETFs
141
+ 0.37%
$57.29 - $69.63 $8.08K - $9.82K
38.3K $2.67M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
14.9K
+ 388.32%
$12.03 - $14.44 $179K - $215K
18.7K $269K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.95K
+ 48.85%
$105.23 - $109.61 $205K - $214K
5.94K $650K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
13.3K
New
$13.96 - $16.51 $186K - $220K
13.3K $216K
IP
International Paper CO

Consumer Cyclical
4.85K
+ 228.15%
$43.89 - $54.46 $213K - $264K
6.97K $326K
ZTS
Zoetis Inc.

Healthcare
3.79K
+ 8.73%
$144.41 - $170.3 $547K - $645K
47.2K $7.36M
BMY
Bristol Myers Squibb CO

Healthcare
30.4K
+ 37.37%
$44.12 - $59.6 $1.34M - $1.81M
112K $5.18M
ETSY
Etsy Inc

Consumer Cyclical
4.07K
+ 528.87%
$40.8 - $63.88 $166K - $260K
4.84K $242K
IWY
Ishares Tr Russell 200 Growth

ETFs
179
+ 3.96%
$187.5 - $246.51 $33.6K - $44.1K
4.7K $1.16M
VST
Vistra Corp.

Utilities
430
+ 27.35%
$98.07 - $195.04 $42.2K - $83.9K
2K $388K
WDC
Western Digital Corp

Technology
2.82K
+ 294.76%
$30.54 - $63.99 $86K - $180K
3.77K $241K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.54K
+ 1642.55%
$49.95 - $128.54 $77.1K - $198K
1.64K $203K
IWR
Ishares Russell Mid Cap ETF

ETFs
781
+ 4.27%
$74.88 - $91.97 $58.5K - $71.8K
19.1K $1.75M
PHYS
Sprott Physical Gold Trust

Financial Services
7.03K
+ 45.82%
$22.82 - $26.29 $160K - $185K
22.4K $566K
GDV
Gabelli Dividend & Income Trust

Financial Services
6.82K
+ 66.47%
$21.11 - $26.01 $144K - $177K
17.1K $444K
GAB
Gabelli Equity Trust Inc

Financial Services
33.5K
+ 620.25%
$4.97 - $5.87 $167K - $197K
38.9K $226K
SYY
Sysco Corp

Consumer Defensive
2.51K
+ 26.59%
$68.0 - $75.91 $171K - $191K
12K $905K
DDOG
Datadog, Inc.

Technology
1.19K
+ 126.22%
$87.0 - $134.33 $104K - $160K
2.14K $287K
CCJ
Cameco Corp

Energy
1.06K
+ 30.6%
$36.68 - $74.46 $38.9K - $78.9K
4.52K $335K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
13.4K
New
$12.76 - $14.51 $171K - $195K
13.4K $192K
XAR
Spdr S&P Aerospace & Defense E

ETFs
755
+ 122.37%
$144.94 - $210.94 $109K - $159K
1.37K $289K
FICO
Fair Isaac Corp

Technology
104
+ 93.69%
$1503.62 - $2206.01 $156K - $229K
215 $393K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
955
+ 29.4%
$104.23 - $134.39 $99.5K - $128K
4.2K $564K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.35K
+ 2284.47%
$68.45 - $79.52 $161K - $187K
2.46K $195K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
17.3K
+ 244.01%
$10.29 - $11.24 $178K - $194K
24.4K $266K
PPT
Putnam Premier Income Trust

Financial Services
51.2K
New
$3.45 - $3.71 $177K - $190K
51.2K $187K
SPOT
Spotify Technology S.A.

Communication Services
127
+ 31.05%
$503.3 - $775.9 $63.9K - $98.5K
536 $411K
UNM
Unum Group

Financial Services
2.32K
+ 104.22%
$70.48 - $82.91 $164K - $193K
4.55K $367K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
18.5K
New
$9.61 - $10.53 $177K - $194K
18.5K $185K
FDN
First Tr Fd Dow Jones

ETFs
374
+ 21.07%
$200.29 - $269.33 $74.9K - $101K
2.15K $578K
SOUN
Soundhound Ai, Inc.

Technology
14.5K
+ 130.64%
$7.18 - $11.76 $104K - $170K
25.5K $273K
SVOL
Simplify ETF Simplify Volatili

ETFs
10K
New
$13.97 - $19.98 $140K - $200K
10K $183K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
956
+ 572.46%
$153.22 - $199.8 $146K - $191K
1.12K $210K
AZN
Astrazeneca PLC

Healthcare
3.26K
+ 25.93%
$64.87 - $75.0 $212K - $245K
15.9K $1.11M
FTC
First Tr Lge Cap Growth

ETFs
4
+ 0.04%
$116.97 - $150.97 $468 - $604
9.3K $1.4M
CAH
Cardinal Health Inc

Healthcare
367
+ 9.23%
$125.0 - $168.0 $45.9K - $61.7K
4.35K $729K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
20.1K
New
$7.81 - $9.04 $157K - $182K
20.1K $181K
TMC
Tmc The Metals CO Inc.

Basic Materials
16.5K
+ 111.24%
$1.62 - $7.49 $26.7K - $123K
31.3K $206K
CRDO
Credo Technology Group Holding LTD

Technology
356
+ 12.68%
$33.3 - $95.05 $11.9K - $33.8K
3.16K $292K
PFFA
Etfis Ser Tr I

ETFs
8.65K
+ 61785.71%
$19.49 - $21.31 $169K - $184K
8.66K $180K
CNX
Cnx Resources Corp

Energy
5.27K
+ 1491.5%
$28.13 - $34.85 $148K - $183K
5.62K $189K
VRT
Vertiv Holdings CO

Industrials
2.05K
+ 316.18%
N/A
2.7K $234K
LHX
L3 Harris Technologies, Inc.

Industrials
95
+ 2.58%
$200.21 - $256.99 $19K - $24.4K
3.77K $946K
MMT
Mfs Multimarket Income Trust

Financial Services
37.5K
New
$4.36 - $4.7 $164K - $176K
37.5K $176K
Activity Summary
Buys All Purchases 3169 New Holdings 667 Increased Positions 2502 Sells All Sells 743 Reductions 739 Sold out 4 Options Calls 0 Puts 1
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