Allworth Financial LP Purchases in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CTSH
Cognizant Technology Solutions Corp

Technology
186
+ 7.11%
$75.32 - $90.7 $14K - $16.9K
2.8K $214K
NFRA
Flexshares Stoxx Global Broad

ETFs
220
+ 147.65%
$53.37 - $57.8 $11.7K - $12.7K
369 $21K
FLJP
Franklin Templeton ETF Tr

ETFs
465
+ 4650.0%
$27.82 - $30.67 $12.9K - $14.3K
475 $13K
HUN
Huntsman Corp

Basic Materials
851
+ 222.77%
$15.79 - $18.04 $13.4K - $15.4K
1.23K $19K
IDA
Idacorp Inc

Utilities
12
+ 0.7%
$105.58 - $119.04 $1.27K - $1.43K
1.74K $201K
NI
Nisource Inc.

Utilities
74
+ 2.42%
$35.57 - $41.23 $2.63K - $3.05K
3.13K $125K
OGE
Oge Energy Corp.

Utilities
86
+ 4.74%
$39.76 - $46.32 $3.42K - $3.98K
1.9K $87K
OPCH
Option Care Health, Inc.

Healthcare
63
+ 6.82%
$22.7 - $35.2 $1.43K - $2.22K
987 $34K
QRVO
Qorvo, Inc.

Technology
87
+ 3.35%
$69.12 - $90.57 $6.01K - $7.88K
2.69K $194K
RJF
Raymond James Financial Inc

Financial Services
164
+ 28.23%
$137.62 - $172.64 $22.6K - $28.3K
745 $103K
TPG
Tpg Inc.

Financial Services
369
+ 132.26%
$46.15 - $69.77 $17K - $25.7K
648 $30K
XPEV
Xpeng Inc.

Consumer Cyclical
37
+ 2.76%
$11.55 - $26.34 $427 - $975
1.38K $28K
ADC
Agree Realty Corp

Real Estate
105
+ 20.04%
$68.36 - $77.19 $7.18K - $8.1K
629 $48K
AKAM
Akamai Technologies Inc

Technology
138
+ 120.0%
N/A
253 $22K
ANSS
Ansys Inc

Technology
55
+ 21.32%
$316.56 - $360.36 $17.4K - $19.8K
313 $99K
CVNA
Carvana Co.

Consumer Cyclical
41
+ 8.02%
$166.52 - $285.33 $6.83K - $11.7K
552 $115K
CELH
Celsius Holdings, Inc.

Consumer Defensive
267
+ 100.75%
$21.28 - $35.62 $5.68K - $9.51K
532 $18K
CIVI
Civitas Resources, Inc.

Energy
421
+ 141.75%
$32.05 - $54.79 $13.5K - $23.1K
718 $25K
FXL
First Tr Exchange Traded Fd Fi

ETFs
112
+ 78.32%
$131.2 - $160.72 $14.7K - $18K
255 $33K
FEX
First Tr Large Cap Core Alphde

ETFs
174
+ 4.82%
$99.27 - $109.89 $17.3K - $19.1K
3.79K $388K
HMY
Harmony Gold Mining CO LTD

Basic Materials
80
+ 4.65%
$8.25 - $14.77 $660 - $1.18K
1.8K $26K
EEMV
Ishares Msci Emerging Markets

ETFs
203
+ 7.04%
$57.07 - $59.29 $11.6K - $12K
3.09K $179K
IYY
Ishares Tr

ETFs
107
+ 24.83%
$134.05 - $149.75 $14.3K - $16K
538 $73K
OMF
One Main Holdings, Inc.

Financial Services
352
+ 21.67%
$45.35 - $58.06 $16K - $20.4K
1.98K $96K
RF
Regions Financial Corp

Financial Services
786
+ 30.7%
$20.84 - $24.77 $16.4K - $19.5K
3.35K $72K
RIO
Rio Tinto PLC

Basic Materials
156
+ 8.71%
$58.19 - $64.29 $9.08K - $10K
1.95K $117K
TOWN
Towne Bank (Va)

Financial Services
355
+ 200.56%
$32.13 - $37.51 $11.4K - $13.3K
532 $18K
WBS
Webster Financial Corp

Financial Services
286
+ 43.66%
$47.55 - $61.41 $13.6K - $17.6K
941 $48K
SIVR
Abrdn Silver ETF Trust

ETFs
215
+ 24.68%
$28.07 - $32.82 $6.04K - $7.06K
1.09K $35K
ASML
Asml Holding Nv

Technology
77
+ 5.97%
$662.63 - $776.99 $51K - $59.8K
1.37K $905K
BXSL
Blackstone Secured Lending Fund

Financial Services
274
+ 0.6%
$31.3 - $34.5 $8.58K - $9.45K
45.8K $1.48M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
662
+ 97.78%
$25.0 - $39.76 $16.6K - $26.3K
1.34K $33K
EHC
Encompass Health Corp

Healthcare
65
+ 12.75%
$91.05 - $102.2 $5.92K - $6.64K
575 $58K
GHC
Graham Holdings CO

Consumer Defensive
9
+ 34.62%
$854.34 - $983.77 $7.69K - $8.85K
35 $33K
HTBK
Heritage Commerce Corp

Financial Services
1.11K
+ 260.09%
$8.75 - $10.75 $9.7K - $11.9K
1.53K $14K
INTU
Intuit Inc

Technology
87
+ 2.97%
$555.63 - $630.23 $48.3K - $54.8K
3.01K $1.85M
LYFT
Lyft, Inc.

Technology
1.73K
+ 18.82%
$11.27 - $15.12 $19.5K - $26.1K
10.9K $129K
TAP
Molson Coors Beverage CO

Consumer Defensive
96
+ 6.5%
$52.44 - $62.91 $5.03K - $6.04K
1.57K $95K
PBA
Pembina Pipeline Corp

Energy
31
+ 0.98%
$35.13 - $40.12 $1.09K - $1.24K
3.21K $128K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
2.53K
+ 181.29%
$5.29 - $10.87 $13.4K - $27.5K
3.92K $20K
SNN
Smith & Nephew PLC

Healthcare
112
+ 5.28%
$23.89 - $30.34 $2.68K - $3.4K
2.23K $63K
TY
Tri Continental Corp

Financial Services
863
+ 5.54%
$30.4 - $32.91 $26.2K - $28.4K
16.4K $504K
ACI
Albertsons Companies, Inc.

Consumer Defensive
431
+ 100.94%
$19.58 - $22.02 $8.44K - $9.49K
858 $18K
AXSM
Axsome Therapeutics, Inc.

Healthcare
6
+ 2.09%
$80.05 - $137.75 $480 - $827
293 $34K
CSL
Carlisle Companies Inc

Industrials
42
+ 32.81%
$326.43 - $408.24 $13.7K - $17.1K
170 $57K
CX
Cemex Sab De Cv

Basic Materials
1.91K
+ 7.4%
$5.36 - $6.78 $10.2K - $12.9K
27.7K $155K
CVE
Cenovus Energy Inc.

Energy
746
+ 199.47%
$12.24 - $15.63 $9.13K - $11.7K
1.12K $15K
CDE
Coeur Mining, Inc.

Basic Materials
1.72K
+ 1777.32%
$5.02 - $7.29 $8.65K - $12.6K
1.82K $10K
CW
Curtiss Wright Corp

Industrials
34
+ 377.78%
$304.82 - $384.07 $10.4K - $13.1K
43 $13K
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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