Allworth Financial LP Purchases in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTRS
Viatris Inc

Healthcare
3.6K
+ 55.9%
$8.68 - $12.42 $31.3K - $44.7K
10K $87K
VNO
Vornado Realty Trust

Real Estate
221
+ 145.39%
$35.4 - $43.26 $7.82K - $9.56K
373 $13K
WFRD
Weatherford International PLC

Energy
140
+ 823.53%
$51.89 - $74.8 $7.26K - $10.5K
157 $8K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
132
+ 33.5%
$58.11 - $65.29 $7.67K - $8.62K
526 $31K
TXG
10x Genomics, Inc.

Healthcare
829
+ 1062.82%
$8.73 - $16.31 $7.24K - $13.5K
907 $7K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
23
+ 18.4%
$111.19 - $129.47 $2.56K - $2.98K
148 $19K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
621
+ 496.8%
$10.98 - $17.34 $6.82K - $10.8K
746 $8K
ARCC
Ares Capital Corp

Financial Services
195
+ 2.82%
$21.28 - $23.81 $4.15K - $4.64K
7.11K $157K
ASTS
Ast Space Mobile, Inc.

Communication Services
36
+ 1.02%
$17.72 - $33.8 $638 - $1.22K
3.56K $80K
BERY
Berry Global Group, Inc.

Consumer Cyclical
59
+ 24.18%
$64.35 - $73.03 $3.8K - $4.31K
303 $21K
CWCO
Consolidated Water Co. Ltd.

Utilities
384
+ 16.35%
$23.77 - $29.18 $9.13K - $11.2K
2.73K $66K
CUZ
Cousins Properties Inc

Real Estate
211
+ 248.24%
$28.06 - $31.21 $5.92K - $6.59K
296 $8K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
356
New
$17.4 - $30.56 $6.19K - $10.9K
356 $6K
EVER
Ever Quote, Inc.

Communication Services
43
+ 5.67%
$17.84 - $29.71 $767 - $1.28K
802 $21K
EVH
Evolent Health, Inc.

Healthcare
709
+ 143.52%
$8.55 - $12.6 $6.06K - $8.93K
1.2K $11K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
355
New
$18.54 - $18.88 $6.58K - $6.7K
355 $6K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
14
+ 0.22%
$42.4 - $44.11 $594 - $618
6.3K $275K
FELE
Franklin Electric CO Inc

Industrials
66
+ 26.83%
$93.38 - $106.03 $6.16K - $7K
312 $29K
FYBR
Frontier Communications Parent, Inc.

Communication Services
173
+ 53.73%
$34.83 - $36.05 $6.03K - $6.24K
495 $17K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
111
+ 41.73%
$47.99 - $50.13 $5.33K - $5.56K
377 $18K
GRFS
Grifols Sa

Healthcare
1.09K
+ 19.6%
$6.62 - $8.71 $7.24K - $9.53K
6.68K $47K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
67
+ 3.92%
$26.47 - $29.92 $1.77K - $2K
1.78K $51K
H
Hyatt Hotels Corp

Consumer Cyclical
53
+ 139.47%
$120.83 - $166.34 $6.4K - $8.82K
91 $11K
IDCC
Inter Digital, Inc.

Communication Services
9
+ 2.59%
$171.68 - $225.72 $1.55K - $2.03K
356 $73K
BSCV
Invesco ETF Self Indexed Fd Tr
350
+ 29.56%
$15.87 - $16.38 $5.55K - $5.73K
1.53K $25K
JLL
Jones Lang Lasalle Inc

Real Estate
25
+ 13.81%
$238.0 - $284.76 $5.95K - $7.12K
206 $51K
KNSL
Kinsale Capital Group, Inc.

Financial Services
7
+ 7.95%
$416.48 - $494.72 $2.92K - $3.46K
95 $46K
KEX
Kirby Corp

Industrials
69
+ 29.36%
$95.1 - $112.81 $6.56K - $7.78K
304 $30K
MP
Mp Materials Corp.

Basic Materials
23
+ 4.5%
$16.39 - $26.93 $377 - $619
534 $13K
MSM
Msc Industrial Direct CO Inc

Industrials
57
+ 13.41%
$74.45 - $83.08 $4.24K - $4.74K
482 $37K
MWA
Mueller Water Products, Inc.

Industrials
177
+ 32.24%
$21.65 - $28.24 $3.83K - $5K
726 $18K
NEOG
Neogen Corp

Healthcare
867
+ 132.16%
$8.43 - $13.07 $7.31K - $11.3K
1.52K $13K
ONTO
Onto Innovation Inc.

Technology
79
+ 116.18%
$121.34 - $224.5 $9.59K - $17.7K
147 $17K
PEN
Penumbra Inc

Healthcare
6
+ 4.48%
$237.28 - $303.76 $1.42K - $1.82K
140 $37K
PPC
Pilgrims Pride Corp

Consumer Defensive
113
+ 869.23%
$44.52 - $55.93 $5.03K - $6.32K
126 $6K
PINC
Premier, Inc.

Healthcare
364
+ 67.78%
$17.46 - $23.0 $6.36K - $8.37K
901 $17K
RMBS
Rambus Inc

Technology
109
+ 30.45%
$51.55 - $68.59 $5.62K - $7.48K
467 $24K
SLAB
Silicon Laboratories Inc.

Technology
61
+ 100.0%
$112.57 - $158.7 $6.87K - $9.68K
122 $13K
RGR
Sturm Ruger & CO Inc

Industrials
132
+ 30.48%
N/A
565 $23K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
203
+ 93.98%
$30.79 - $38.48 $6.25K - $7.81K
419 $13K
UMC
United Microelectronics Corp

Technology
150
+ 2.33%
$5.69 - $7.15 $854 - $1.07K
6.57K $47K
VIRT
Virtu Financial, Inc.

Financial Services
102
+ 13.21%
$34.19 - $40.96 $3.49K - $4.18K
874 $33K
WF
Woori Financial Group Inc.

Financial Services
131
+ 16.33%
$31.09 - $35.8 $4.07K - $4.69K
933 $31K
AFRM
Affirm Holdings, Inc.

Technology
219
+ 63.66%
$43.7 - $80.98 $9.57K - $17.7K
563 $25K
ALGM
Allegro Microsystems, Inc.

Technology
165
+ 129.92%
$21.77 - $28.31 $3.59K - $4.67K
292 $7K
LNT
Alliant Energy Corp

Utilities
48
+ 10.41%
$56.66 - $66.04 $2.72K - $3.17K
509 $32K
AWR
American States Water CO

Utilities
49
+ 3.88%
$70.84 - $80.98 $3.47K - $3.97K
1.31K $103K
AVSC
American Centy ETF Tr Avantis
132
+ 49.07%
$48.08 - $56.12 $6.35K - $7.41K
401 $19K
AIZ
Assurant, Inc.

Financial Services
30
+ 17.24%
$198.92 - $218.67 $5.97K - $6.56K
204 $42K
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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