Allworth Financial LP Purchases in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IPG
Interpublic Group Of Companies, Inc.

Communication Services
359
+ 32.26%
$25.93 - $29.28 $9.31K - $10.5K
1.47K $39K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
165
+ 168.37%
$64.24 - $90.95 $10.6K - $15K
263 $16K
MTDR
Matador Resources CO

Energy
152
+ 316.67%
$44.79 - $63.77 $6.81K - $9.69K
200 $10K
MEDP
Medpace Holdings, Inc.

Healthcare
27
+ 90.0%
$304.69 - $360.97 $8.23K - $9.75K
57 $17K
NTNX
Nutanix, Inc.

Technology
60
+ 12.93%
$61.28 - $77.44 $3.68K - $4.65K
524 $36K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
172
+ 0.7%
$13.34 - $13.81 $2.29K - $2.38K
24.9K $339K
PNFP
Pinnacle Financial Partners Inc

Financial Services
86
+ 47.78%
$99.42 - $126.15 $8.55K - $10.8K
266 $28K
PAGP
Plains Gp Holdings LP

Energy
43
+ 1.8%
$18.52 - $22.13 $796 - $952
2.43K $51K
ROIV
Roivant Sciences Ltd.

Healthcare
770
+ 1026.67%
$10.09 - $12.08 $7.77K - $9.3K
845 $8K
SWK
Stanley Black & Decker, Inc.

Industrials
195
+ 9.17%
$76.43 - $90.41 $14.9K - $17.6K
2.32K $178K
XRX
Xerox Holdings Corp

Technology
3.48K
+ 137.71%
$4.83 - $9.84 $16.8K - $34.3K
6.01K $29K
YELP
Yelp Inc

Communication Services
232
+ 36.42%
$33.6 - $41.25 $7.8K - $9.57K
869 $32K
ADUS
Addus Home Care Corp

Healthcare
74
+ 822.22%
$89.83 - $135.92 $6.65K - $10.1K
83 $8K
AR
Antero Resources Corp

Energy
112
+ 20.36%
$33.64 - $41.42 $3.77K - $4.64K
662 $26K
APP
App Lovin Corp

Technology
176
+ 25.92%
$238.08 - $510.13 $41.9K - $89.8K
855 $226K
ARCB
Arcbest Corp

Industrials
114
+ 456.0%
$70.58 - $101.93 $8.05K - $11.6K
139 $9K
ACHR
Archer Aviation Inc.

Industrials
1.66K
+ 86.98%
$6.8 - $11.51 $11.3K - $19.2K
3.58K $25K
ARW
Arrow Electronics Inc

Technology
78
+ 59.09%
$101.93 - $119.3 $7.95K - $9.31K
210 $21K
AUR
Aurora Innovation, Inc.

Technology
712
+ 10.43%
$6.1 - $10.19 $4.34K - $7.26K
7.54K $50K
BCPC
Balchem Corp

Basic Materials
21
+ 2.19%
$154.22 - $176.16 $3.24K - $3.7K
978 $162K
EAT
Brinker International, Inc

Consumer Cyclical
39
+ 130.0%
$133.46 - $189.14 $5.2K - $7.38K
69 $10K
FIX
Comfort Systems Usa Inc

Industrials
33
+ 82.5%
$313.26 - $550.27 $10.3K - $18.2K
73 $23K
DIOD
Diodes Inc

Technology
204
+ 160.63%
$43.17 - $65.74 $8.81K - $13.4K
331 $14K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
405
+ 19.71%
$18.12 - $19.21 $7.34K - $7.78K
2.46K $44K
ESNT
Essent Group Ltd.

Financial Services
121
+ 123.47%
$53.6 - $59.25 $6.49K - $7.17K
219 $12K
FCOM
Fidelity Covington Tr Msci Com

ETFs
164
+ 25.99%
$55.97 - $64.13 $9.18K - $10.5K
795 $44K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
13
+ 0.63%
$65.44 - $70.64 $851 - $918
2.07K $141K
FSK
Fs Kkr Capital Corp

Financial Services
894
+ 5.72%
$20.47 - $24.06 $18.3K - $21.5K
16.5K $346K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
165
+ 20.4%
$31.09 - $34.34 $5.13K - $5.67K
974 $32K
BSCU
Invesco Exc Self Ind Tr

ETFs
350
+ 4.18%
$16.2 - $16.64 $5.67K - $5.82K
8.73K $144K
EWS
Ishares Inc Msci Singapore ETF

ETFs
300
New
$21.65 - $24.17 $6.5K - $7.25K
300 $7K
USRT
Ishares Core U.S. Reit ETF

ETFs
8
+ 0.04%
$55.14 - $60.29 $441 - $482
20.3K $1.17M
IDU
Ishares Tr U S Utils ETF

ETFs
1
+ 0.07%
$95.33 - $102.77 $95.3 - $103
1.4K $141K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
443
+ 36.22%
$48.65 - $66.04 $21.6K - $29.3K
1.67K $88K
LFUS
Littelfuse Inc

Technology
36
+ 327.27%
$196.74 - $255.16 $7.08K - $9.19K
47 $9K
L
Loews Corp

Financial Services
32
+ 5.79%
$81.13 - $91.91 $2.6K - $2.94K
585 $53K
LXP
Lxp Industrial Trust

Real Estate
532
+ 10.86%
$7.72 - $9.22 $4.11K - $4.91K
5.43K $46K
MSEX
Middlesex Water CO

Utilities
8
+ 1.47%
$48.68 - $64.93 $389 - $519
552 $35K
MNA
Iq Merger Arbitrage ETF

ETFs
215
New
$33.08 - $34.35 $7.11K - $7.39K
215 $7K
NWSA
News Corp

Communication Services
261
+ 25.32%
$26.29 - $30.49 $6.86K - $7.96K
1.29K $35K
PH
Parker Hannifin Corp

Industrials
33
+ 6.86%
$591.65 - $707.05 $19.5K - $23.3K
514 $312K
FNDB
Schwab Fundamental U S Broad M

ETFs
304
+ 27.46%
$22.52 - $24.48 $6.85K - $7.44K
1.41K $32K
SNA
Snap On Inc

Industrials
24
+ 4.97%
$324.09 - $358.62 $7.78K - $8.61K
507 $170K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
224
+ 379.66%
$32.17 - $35.61 $7.21K - $7.98K
283 $9K
SPXC
Spx Corp

Industrials
75
+ 46.01%
$128.78 - $154.37 $9.66K - $11.6K
238 $30K
VIV
Telefonica Brasil S.A.

Communication Services
283
+ 6.79%
$7.5 - $9.4 $2.12K - $2.66K
4.45K $38K
TDW
Tidewater Inc

Energy
164
+ 2050.0%
$39.93 - $57.69 $6.55K - $9.46K
172 $7K
TROX
Tronox Holdings PLC

Basic Materials
1.04K
+ 4709.09%
$6.82 - $10.37 $7.07K - $10.7K
1.06K $7K
UFPI
Ufp Industries Inc

Basic Materials
69
+ 49.64%
$103.91 - $118.67 $7.17K - $8.19K
208 $22K
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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