Allworth Financial LP Purchases in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
347
New
$46.18 - $47.84 $16K - $16.6K
347 $16K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
847
+ 38.55%
$43.49 - $58.8 $36.8K - $49.8K
3.04K $132K
PHG
Koninklijke Philips Nv

Healthcare
645
+ 16.15%
$24.92 - $28.61 $16.1K - $18.5K
4.64K $117K
MOS
Mosaic CO

Basic Materials
537
+ 102.29%
$23.08 - $28.8 $12.4K - $15.5K
1.06K $28K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
2.71K
+ 1178.7%
$5.62 - $10.15 $15.2K - $27.5K
2.94K $18K
PPL
Ppl Corp

Utilities
72
+ 2.04%
$31.68 - $36.11 $2.28K - $2.6K
3.6K $130K
RC
Ready Capital Corp

Real Estate
3.25K
+ 831.71%
$4.9 - $7.05 $15.9K - $22.9K
3.64K $18K
HOOD
Robinhood Markets, Inc.

Technology
266
+ 23.44%
$35.63 - $65.28 $9.48K - $17.4K
1.4K $58K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
769
New
$20.11 - $21.21 $15.5K - $16.3K
769 $16K
SNEX
Stone X Group Inc.

Financial Services
429
+ 52.64%
$76.12 - $126.89 $32.7K - $54.4K
1.24K $95K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
23
+ 1.96%
$46.15 - $63.53 $1.06K - $1.46K
1.2K $73K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
455
+ 318.18%
$32.86 - $38.05 $15K - $17.3K
598 $19K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
193
+ 6.29%
$9.49 - $14.83 $1.83K - $2.86K
3.26K $44K
FUL
Fuller H B CO

Basic Materials
304
+ 215.6%
$52.88 - $64.28 $16.1K - $19.5K
445 $24K
GUG
Guggenheim Active Allocation Fund

ETFs
1K
New
$14.92 - $15.9 $14.9K - $15.9K
1K $15K
HSIC
Henry Schein Inc

Healthcare
232
+ 24.52%
$68.49 - $81.91 $15.9K - $19K
1.18K $80K
HBAN
Huntington Bancshares Inc

Financial Services
1.63K
+ 22.46%
$14.28 - $17.39 $23.3K - $28.3K
8.89K $133K
IGF
Ishares Global Infrastructure

ETFs
250
+ 57.34%
$51.96 - $54.84 $13K - $13.7K
686 $37K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
298
+ 93.42%
$50.72 - $50.92 $15.1K - $15.2K
617 $31K
KD
Kyndryl Holdings, Inc.

Technology
1.45K
+ 15.16%
$31.32 - $43.45 $45.5K - $63.2K
11K $346K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
197
+ 131.33%
$96.88 - $148.78 $19.1K - $29.3K
347 $34K
MKSI
Mks Instruments Inc

Technology
214
+ 257.83%
$78.89 - $122.69 $16.9K - $26.3K
297 $23K
MHK
Mohawk Industries Inc

Consumer Cyclical
158
+ 36.16%
$110.92 - $130.83 $17.5K - $20.7K
595 $67K
MPLX
Mplx LP

Energy
10
+ 0.39%
$47.88 - $54.65 $479 - $547
2.59K $138K
NRG
Nrg Energy, Inc.

Utilities
122
+ 19.18%
$84.82 - $113.33 $10.3K - $13.8K
758 $72K
NUE
Nucor Corp

Basic Materials
81
+ 5.89%
$114.48 - $142.52 $9.27K - $11.5K
1.46K $175K
SBAC
Sba Communications Corp

Real Estate
62
+ 62.0%
$192.76 - $224.91 $12K - $13.9K
162 $35K
TYL
Tyler Technologies Inc

Technology
24
+ 9.09%
$553.41 - $646.74 $13.3K - $15.5K
288 $167K
BHF
Brighthouse Financial, Inc.

Financial Services
166
+ 44.86%
$45.74 - $62.97 $7.59K - $10.5K
536 $31K
CDNS
Cadence Design Systems Inc

Technology
312
+ 21.94%
$233.96 - $324.52 $73K - $101K
1.73K $441K
CBSH
Commerce Bancshares Inc

Financial Services
231
+ 55.0%
$58.85 - $68.59 $13.6K - $15.8K
651 $40K
E
Eni Spa

Energy
177
+ 7.11%
$27.51 - $31.47 $4.87K - $5.57K
2.67K $82K
FSMD
Fidelity Covington Tr Small Mi

ETFs
378
New
$38.04 - $43.22 $14.4K - $16.3K
378 $14K
FXH
First Tr Exchange Trd Fd Healt

ETFs
142
+ 9.14%
$102.5 - $112.02 $14.6K - $15.9K
1.7K $175K
BEN
Franklin Resources Inc

Financial Services
1.03K
+ 16.38%
$18.92 - $22.24 $19.5K - $23K
7.34K $141K
GWRE
Guidewire Software, Inc.

Technology
14
+ 2.33%
$166.74 - $218.22 $2.33K - $3.06K
614 $115K
IAC
Iac/Inter Active Corp

Communication Services
96
+ 2.88%
$41.0 - $50.0 $3.94K - $4.8K
3.43K $157K
PJP
Invesco Exchange Traded Fd Tr

ETFs
37
+ 1.37%
$81.43 - $87.33 $3.01K - $3.23K
2.74K $237K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
159
+ 345.65%
$89.18 - $104.04 $14.2K - $16.5K
205 $18K
IOO
Ishares Tr Global 100 ETF

ETFs
213
+ 14.51%
$96.2 - $105.12 $20.5K - $22.4K
1.68K $161K
LSTR
Landstar System Inc

Industrials
127
+ 58.53%
$146.63 - $177.82 $18.6K - $22.6K
344 $51K
NSA
National Storage Affiliates Trust

Real Estate
347
+ 202.92%
$35.92 - $39.59 $12.5K - $13.7K
518 $20K
PVAL
Putnam ETF Tr Putnam Focused L
300
+ 11.19%
$36.8 - $39.59 $11K - $11.9K
2.98K $113K
TPL
Texas Pacific Land Corp

Energy
8
+ 42.11%
$1180.08 - $1431.01 $9.44K - $11.4K
27 $35K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
400
+ 19.05%
$36.19 - $37.18 $14.5K - $14.9K
2.5K $90K
TMC
Tmc The Metals CO Inc.

Basic Materials
4.8K
+ 47.96%
$1.05 - $2.37 $5.04K - $11.4K
14.8K $25K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
219
+ 95.22%
$73.27 - $96.21 $16K - $21.1K
449 $32K
ASH
Ashland Global Holdings Inc

Basic Materials
325
+ 63.85%
$55.87 - $73.16 $18.2K - $23.8K
834 $49K
AGO
Assured Guaranty LTD

Financial Services
155
+ 27.58%
$82.9 - $95.47 $12.8K - $14.8K
717 $63K
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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