Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSCI
Msci Inc.

Financial Services
117
+ 47.18%
$506.56 - $576.74 $59.3K - $67.5K
365 $210K
RMBS
Rambus Inc

Technology
1.01K
+ 216.92%
$42.9 - $64.02 $43.5K - $64.9K
1.48K $94K
BEP
Brookfield Renewable Partners L.P.

Utilities
2.3K
+ 76.67%
$20.16 - $26.41 $46.4K - $60.7K
5.3K $135K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
753
+ 135.68%
$86.97 - $102.82 $65.5K - $77.4K
1.31K $125K
CHT
Chunghwa Telecom CO LTD

Communication Services
1.32K
+ 125.93%
$37.72 - $46.87 $49.8K - $61.9K
2.37K $110K
FE
Firstenergy Corp

Utilities
1.72K
+ 33.53%
$38.31 - $43.17 $66K - $74.3K
6.86K $276K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.04K
+ 25.67%
$14.97 - $16.79 $60.4K - $67.8K
19.8K $330K
BROS
Dutch Bros Inc.

Consumer Cyclical
777
+ 33.74%
$51.37 - $73.72 $39.9K - $57.3K
3.08K $210K
STWD
Starwood Property Trust, Inc.

Real Estate
3.32K
+ 70.92%
$17.28 - $20.41 $57.4K - $67.8K
8.01K $160K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
7K
New
$9.29 - $10.09 $65K - $70.6K
7K $67K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
525
New
$101.93 - $128.63 $53.5K - $67.5K
525 $67K
JFIN
Jiayin Group Inc.

Communication Services
4.2K
+ 14985.71%
$10.03 - $18.91 $42.1K - $79.3K
4.22K $67K
CMCSA
Comcast Corp

Communication Services
4.83K
+ 5.49%
$32.84 - $36.72 $159K - $178K
92.9K $3.32M
CRF
Cornerstone Total Return Fund Inc

Financial Services
8.6K
New
$6.44 - $7.75 $55.4K - $66.7K
8.6K $66K
NLOK
Norton Life Lock Inc.

Technology
3.04K
+ 136.14%
N/A
5.27K $113K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
62
+ 0.17%
$19.51 - $23.9 $1.21K - $1.48K
36.6K $873K
CAR
Avis Budget Group, Inc.

Industrials
264
+ 125.71%
$62.86 - $179.3 $16.6K - $47.3K
474 $80K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
6.25K
New
$9.83 - $10.92 $61.4K - $68.3K
6.25K $65K
EFX
Equifax Inc

Industrials
102
+ 4.17%
$205.5 - $280.54 $21K - $28.6K
2.55K $660K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
14.7K
+ 167.19%
$3.84 - $4.48 $56.5K - $65.9K
23.5K $103K
GSL
Global Ship Lease, Inc.

Industrials
2.44K
+ 6605.41%
$18.25 - $26.77 $44.6K - $65.4K
2.48K $65K
IFN
India Fund Inc

Financial Services
3.96K
New
$13.8 - $16.82 $54.6K - $66.6K
3.96K $65K
MGM
Mgm Resorts International

Consumer Cyclical
1.04K
+ 16.69%
$25.79 - $34.95 $26.7K - $36.2K
7.24K $248K
MUSA
Murphy Usa Inc.

Consumer Cyclical
164
+ 529.03%
$388.56 - $520.27 $63.7K - $85.3K
195 $79K
TNL
Travel & Leisure Co.

Consumer Cyclical
1.2K
+ 167.37%
$38.78 - $51.89 $46.3K - $62K
1.91K $98K
AMG
Affiliated Managers Group, Inc.

Financial Services
313
+ 347.78%
$143.35 - $197.67 $44.9K - $61.9K
403 $79K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
4K
+ 1333.33%
$15.44 - $16.72 $61.8K - $66.9K
4.3K $69K
FSLR
First Solar, Inc.

Technology
226
+ 33.38%
$120.38 - $192.98 $27.2K - $43.6K
903 $149K
GRMN
Garmin LTD

Technology
360
+ 27.23%
$173.63 - $218.07 $62.5K - $78.5K
1.68K $351K
KEYS
Keysight Technologies, Inc.

Technology
173
+ 6.81%
$127.02 - $165.4 $22K - $28.6K
2.71K $444K
EL
Estee Lauder Companies Inc

Consumer Defensive
632
+ 72.81%
$50.06 - $80.8 $31.6K - $51.1K
1.5K $121K
NWSA
News Corp

Communication Services
2.07K
+ 160.14%
$23.97 - $29.72 $49.6K - $61.5K
3.36K $99K
RY
Royal Bank Of Canada

Financial Services
220
+ 11.89%
$108.36 - $131.55 $23.8K - $28.9K
2.07K $272K
TER
Teradyne, Inc

Technology
647
+ 81.38%
$67.96 - $91.05 $44K - $58.9K
1.44K $129K
HII
Huntington Ingalls Industries, Inc.

Industrials
213
+ 66.56%
$183.31 - $241.46 $39K - $51.4K
533 $128K
IYR
Ishares Tr

ETFs
740
+ 9.62%
$84.48 - $96.25 $62.5K - $71.2K
8.44K $799K
L
Loews Corp

Financial Services
681
+ 116.41%
$80.89 - $92.09 $55.1K - $62.7K
1.27K $116K
MOD
Modine Manufacturing CO

Consumer Cyclical
606
+ 522.41%
$69.3 - $105.57 $42K - $64K
722 $71K
PNNT
Pennantpark Investment Corp

Financial Services
9.14K
+ 7742.37%
$5.91 - $7.08 $54K - $64.7K
9.25K $63K
RDN
Radian Group Inc

Financial Services
1.73K
+ 1049.7%
$30.48 - $36.53 $52.8K - $63.3K
1.9K $68K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1.01K
+ 305.42%
$53.93 - $61.5 $54.7K - $62.4K
1.35K $82K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
2.8K
New
$19.33 - $22.25 $54.1K - $62.3K
2.8K $62K
IPGP
Ipg Photonics Corp

Technology
860
+ 189.01%
$49.68 - $69.26 $42.7K - $59.6K
1.32K $90K
RLI
Rli Corp

Financial Services
1.14K
+ 46.71%
$71.27 - $80.82 $81K - $91.9K
3.57K $257K
WHR
Whirlpool Corp

Consumer Cyclical
550
+ 102.8%
$75.71 - $101.42 $41.6K - $55.8K
1.09K $110K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.1K
+ 9.26%
$43.28 - $50.37 $47.5K - $55.3K
12.9K $648K
EW
Edwards Lifesciences Corp

Healthcare
516
+ 14.69%
$67.07 - $78.22 $34.6K - $40.4K
4.03K $315K
EQNR
Equinor Asa

Energy
2.43K
+ 378.35%
$22.04 - $28.08 $53.5K - $68.2K
3.07K $77K
HQY
Healthequity, Inc.

Healthcare
552
+ 283.08%
$76.77 - $113.06 $42.4K - $62.4K
747 $78K
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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