Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSWC
Capital Southwest Corp

Financial Services
4.6K
New
$17.99 - $22.44 $82.8K - $103K
4.6K $101K
FIS
Fidelity National Information Services, Inc.

Technology
956
+ 27.67%
$68.14 - $82.13 $65.1K - $78.5K
4.41K $359K
GABC
German American Bancorp, Inc.

Financial Services
2.64K
+ 4548.28%
$34.32 - $39.88 $90.5K - $105K
2.7K $103K
MDB
Mongo Db, Inc.

Technology
389
+ 69.59%
$145.85 - $225.38 $56.7K - $87.7K
948 $199K
NRG
Nrg Energy, Inc.

Utilities
320
+ 42.22%
$83.61 - $162.67 $26.8K - $52.1K
1.08K $173K
CHY
Calamos Convertible & High Income Fund

Financial Services
9K
+ 1875.0%
$9.18 - $10.99 $82.6K - $98.9K
9.48K $104K
EVRG
Evergy, Inc.

Utilities
1.46K
+ 18.33%
$64.06 - $69.64 $93.5K - $102K
9.43K $649K
CRUS
Cirrus Logic, Inc.

Technology
678
+ 10.85%
$77.43 - $107.58 $52.5K - $72.9K
6.92K $721K
DTM
Dt Midstream, Inc.

Energy
834
+ 144.79%
$87.23 - $109.91 $72.7K - $91.7K
1.41K $154K
INCY
Incyte Corp

Healthcare
1.42K
+ 471.76%
$55.17 - $71.22 $78.3K - $101K
1.72K $117K
DOV
Dover Corp

Industrials
418
+ 14.88%
$151.14 - $186.7 $63.2K - $78K
3.23K $591K
UPST
Upstart Holdings, Inc.

Financial Services
1.45K
+ 839.31%
$34.8 - $64.85 $50.5K - $94.2K
1.63K $105K
FV
First Trust Dorsey Wright Focu

ETFs
347
+ 1.99%
$48.43 - $59.26 $16.8K - $20.6K
17.8K $1.05M
HCA
Hca Healthcare, Inc.

Healthcare
174
+ 21.8%
$317.61 - $387.52 $55.3K - $67.4K
972 $372K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
1.13K
+ 56.53%
$25.35 - $64.65 $28.7K - $73.3K
3.14K $156K
WSBC
Wesbanco Inc

Financial Services
2.98K
+ 83.21%
$26.79 - $32.33 $79.9K - $96.5K
6.57K $207K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.05K
+ 16.52%
$29.52 - $35.31 $60.4K - $72.2K
14.4K $508K
A
Agilent Technologies, Inc.

Healthcare
739
+ 11.22%
$99.29 - $120.52 $73.4K - $89.1K
7.33K $864K
CNP
Centerpoint Energy Inc

Utilities
2.48K
+ 41.04%
$35.5 - $39.05 $87.9K - $96.7K
8.51K $312K
CRMD
Cor Medix Inc.

Healthcare
7.53K
+ 5375.71%
$5.86 - $16.56 $44.1K - $125K
7.67K $94K
EXPE
Expedia Group, Inc.

Consumer Cyclical
553
+ 91.4%
$136.63 - $176.62 $75.6K - $97.7K
1.16K $195K
NDAQ
Nasdaq, Inc.

Financial Services
880
+ 75.8%
$66.4 - $89.42 $58.4K - $78.7K
2.04K $182K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
6.1K
New
$13.42 - $15.4 $81.9K - $93.9K
6.1K $93K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
8.26K
+ 48594.12%
$9.85 - $11.67 $81.4K - $96.4K
8.28K $93K
PKG
Packaging Corp Of America

Consumer Cyclical
523
+ 98.31%
$175.97 - $201.36 $92K - $105K
1.06K $198K
STT
State Street Corp

Financial Services
476
+ 18.95%
$75.33 - $106.34 $35.9K - $50.6K
2.99K $317K
CB
Chubb LTD

Financial Services
3.05K
+ 4.72%
$274.32 - $302.46 $836K - $922K
67.6K $19.6M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.4K
+ 30.22%
N/A
6.04K $391K
IIPR
Innovative Industrial Properties Inc

Real Estate
1.65K
+ 3578.26%
$48.03 - $58.9 $79.1K - $96.9K
1.69K $93K
SIG
Signet Jewelers LTD

Consumer Cyclical
1.01K
+ 205.89%
$50.77 - $82.74 $51.4K - $83.8K
1.51K $119K
AM
Antero Midstream Corp

Energy
4.54K
+ 89.72%
$15.88 - $18.99 $72.1K - $86.2K
9.6K $181K
SONY
Sony Group Corp

Technology
3.21K
+ 35.11%
$21.24 - $26.88 $68.1K - $86.2K
12.3K $321K
XMPT
Vaneck Cef Muni Income ETF

ETFs
4.33K
New
$20.18 - $21.62 $87.3K - $93.6K
4.33K $90K
IDU
Ishares Tr U S Utils ETF

ETFs
802
+ 57.37%
$93.98 - $106.11 $75.4K - $85.1K
2.2K $230K
DVN
Devon Energy Corp

Energy
5.09K
+ 38.27%
$26.8 - $37.92 $137K - $193K
18.4K $585K
DG
Dollar General Corp

Consumer Defensive
420
+ 27.65%
$86.02 - $114.95 $36.1K - $48.3K
1.94K $221K
HTGC
Hercules Capital, Inc.

Financial Services
4.84K
+ 426.17%
$16.24 - $19.1 $78.6K - $92.4K
5.97K $109K
PAYC
Paycom Software, Inc.

Technology
356
+ 76.72%
$193.07 - $265.71 $68.7K - $94.6K
820 $189K
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.39K
+ 30.3%
$26.18 - $26.93 $88.6K - $91.2K
14.6K $388K
USFD
Us Foods Holding Corp.

Consumer Defensive
1.11K
+ 495.96%
$60.47 - $79.12 $66.9K - $87.5K
1.33K $102K
FTI
Technip Fmc PLC

Energy
2.31K
+ 91.54%
$23.18 - $35.33 $53.4K - $81.4K
4.82K $166K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.99K
+ 36.15%
$26.99 - $33.86 $53.8K - $67.4K
7.5K $251K
NTRA
Natera, Inc.

Healthcare
332
+ 29.62%
$132.23 - $171.87 $43.9K - $57.1K
1.45K $245K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
8K
+ 67.68%
$9.13 - $10.58 $73K - $84.6K
19.8K $209K
CNQ
Canadian Natural Resources LTD

Energy
2.65K
+ 65.8%
$25.14 - $34.01 $66.5K - $90K
6.67K $209K
DINO
Hf Sinclair Corp

Energy
1.82K
+ 136.51%
$25.91 - $41.85 $47.2K - $76.2K
3.16K $129K
PRU
Prudential Financial Inc

Financial Services
1.41K
+ 9.01%
$95.12 - $112.71 $134K - $159K
17.1K $1.84M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
831
+ 21.74%
$212.1 - $244.27 $176K - $203K
4.65K $1.02M
CSGP
Costar Group, Inc.

Real Estate
1.01K
+ 40.18%
$72.62 - $83.22 $73.2K - $83.9K
3.52K $282K
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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email