Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PB
Prosperity Bancshares Inc

Financial Services
1.21K
+ 920.61%
$63.76 - $73.75 $76.9K - $88.9K
1.34K $93K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
180
+ 4.16%
$29.19 - $50.24 $5.25K - $9.04K
4.51K $226K
HAS
Hasbro, Inc.

Consumer Cyclical
973
+ 104.51%
$50.71 - $73.82 $49.3K - $71.8K
1.9K $140K
PSEC
Prospect Capital Corp

Financial Services
26.6K
+ 1485.46%
$3.14 - $4.06 $83.4K - $108K
28.3K $90K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
15.3K
New
$4.83 - $5.39 $73.7K - $82.2K
15.3K $82K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
9K
New
$8.64 - $9.34 $77.8K - $84.1K
9K $82K
PAA
Plains All American Pipeline LP

Energy
4.55K
+ 397.9%
$16.03 - $20.28 $73K - $92.3K
5.7K $104K
CGO
Calamos Global Total Return Fund

Financial Services
7K
New
$8.91 - $11.71 $62.4K - $82K
7K $81K
FTCS
First Trust Capital Strength E

ETFs
775
+ 9.22%
$81.6 - $92.39 $63.2K - $71.6K
9.18K $834K
EFC
Ellington Financial Inc.

Real Estate
6.2K
+ 1239.4%
$11.53 - $13.28 $71.5K - $82.3K
6.7K $86K
UCBI
United Community Banks Inc

Financial Services
2.72K
+ 13585.0%
N/A
2.74K $80K
DRI
Darden Restaurants Inc

Consumer Cyclical
194
+ 5.37%
$186.58 - $225.78 $36.2K - $43.8K
3.8K $829K
FFIN
First Financial Bankshares Inc

Financial Services
2.21K
+ 94.53%
$31.3 - $37.48 $69.3K - $82.9K
4.55K $163K
RODM
Hartford Multifactor Developed

ETFs
364
+ 1.7%
$28.23 - $34.22 $10.3K - $12.5K
21.8K $742K
MTZ
Mastec Inc

Industrials
267
+ 43.13%
$106.07 - $171.99 $28.3K - $45.9K
886 $151K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
993
+ 392.49%
$78.47 - $92.25 $77.9K - $91.6K
1.25K $101K
CHK
Chesapeake Energy Corp

Energy
914
+ 163.21%
N/A
1.47K $126K
KNSL
Kinsale Capital Group, Inc.

Financial Services
162
+ 170.53%
$419.99 - $501.97 $68K - $81.3K
257 $124K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
6.97K
+ 138.17%
$11.11 - $14.46 $77.4K - $101K
12K $150K
WYNN
Wynn Resorts LTD

Consumer Cyclical
776
+ 146.69%
$66.1 - $97.75 $51.3K - $75.9K
1.31K $122K
CLF
Cleveland Cliffs Inc.

Basic Materials
10.2K
+ 3844.74%
$5.83 - $8.88 $59.6K - $90.8K
10.5K $79K
CNO
Cno Financial Group, Inc.

Financial Services
2.09K
+ 211.45%
$36.12 - $42.37 $75.4K - $88.4K
3.07K $118K
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.6K
New
$46.79 - $48.56 $74.9K - $77.7K
1.6K $77K
DHR
Danaher Corp

Healthcare
554
+ 12.19%
$174.64 - $205.16 $96.8K - $114K
5.1K $1.01M
ELAN
Elanco Animal Health Inc

Healthcare
4.68K
+ 198.85%
$8.1 - $14.3 $37.9K - $66.9K
7.04K $100K
AEM
Agnico Eagle Mines LTD

Basic Materials
333
+ 9.7%
$99.48 - $124.46 $33.1K - $41.4K
3.77K $447K
HDB
Hdfc Bank LTD

Financial Services
780
+ 53.76%
$63.78 - $77.48 $49.7K - $60.4K
2.23K $171K
JPEM
Jp Morgan Diversified Return

ETFs
203
+ 1.17%
$48.41 - $56.7 $9.83K - $11.5K
17.5K $986K
PHG
Koninklijke Philips Nv

Healthcare
3.39K
+ 73.13%
$21.67 - $25.64 $73.5K - $87K
8.03K $192K
LAMR
Lamar Advertising CO

Real Estate
550
+ 52.78%
$102.35 - $121.67 $56.3K - $66.9K
1.59K $193K
PBRA
Petroleo Bras Ads (Ea Reptg 2
5.76K
+ 91.99%
N/A
12K $157K
SWKS
Skyworks Solutions, Inc.

Technology
819
+ 63.05%
$49.2 - $74.95 $40.3K - $61.4K
2.12K $157K
AES
Aes Corp

Utilities
7.2K
+ 447.48%
$9.63 - $12.55 $69.3K - $90.4K
8.81K $92K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
6.5K
New
$9.66 - $11.35 $62.8K - $73.7K
6.5K $73K
DSL
Double Line Income Solutions Fund

Financial Services
5.99K
+ 361.52%
$11.15 - $12.57 $66.8K - $75.3K
7.65K $93K
EVR
Evercore Inc.

Financial Services
206
+ 84.77%
$163.77 - $271.5 $33.7K - $55.9K
449 $121K
HRZN
Horizon Technology Finance Corp

Financial Services
10.2K
New
$7.14 - $9.47 $72.9K - $96.6K
10.2K $73K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
9.1K
+ 106.2%
$7.05 - $8.02 $64.1K - $72.9K
17.7K $141K
QRVO
Qorvo, Inc.

Technology
460
+ 17.13%
$50.81 - $84.91 $23.4K - $39.1K
3.15K $267K
SRE
Sempra Energy

Utilities
292
+ 2.56%
$63.78 - $78.91 $18.6K - $23K
11.7K $886K
TD
Toronto Dominion Bank

Financial Services
509
+ 19.27%
$55.71 - $73.45 $28.4K - $37.4K
3.15K $231K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
7K
New
$9.89 - $10.9 $69.2K - $76.3K
7K $72K
CHWY
Chewy, Inc.

Consumer Cyclical
1.27K
+ 71.7%
$31.21 - $48.21 $39.7K - $61.3K
3.05K $129K
FLS
Flowserve Corp

Industrials
1.35K
+ 251.12%
$39.49 - $53.64 $53.2K - $72.2K
1.88K $98K
FMC
Fmc Corp

Basic Materials
1.77K
+ 35.06%
$33.98 - $44.06 $60.1K - $77.9K
6.82K $284K
AKAM
Akamai Technologies Inc

Technology
774
+ 305.93%
N/A
1.03K $93K
GAIN
Gladstone Investment Corporation\De

Financial Services
5.02K
+ 38592.31%
$11.77 - $15.26 $59.1K - $76.6K
5.03K $71K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
806
+ 16.59%
$67.03 - $80.35 $54K - $64.8K
5.66K $451K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
562
+ 759.46%
$101.91 - $134.83 $57.3K - $75.8K
636 $80K
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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