Allworth Financial LP Purchases in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSY
Bentley Systems Inc

Technology
187
+ 57.89%
$39.34 - $47.7 $7.36K - $8.92K
510 $20K
BWXT
Bwx Technologies, Inc.

Industrials
60
+ 64.52%
$96.59 - $128.46 $5.8K - $7.71K
153 $15K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
54
+ 10.78%
$96.18 - $109.82 $5.19K - $5.93K
555 $56K
CACC
Credit Acceptance Corp

Financial Services
6
+ 15.0%
$440.44 - $525.64 $2.64K - $3.15K
46 $23K
CYBR
Cyber Ark Software Ltd.

Technology
5
+ 0.94%
$312.8 - $414.31 $1.56K - $2.07K
539 $182K
DDS
Dillard'S, Inc.

Consumer Cyclical
22
+ 78.57%
$353.25 - $508.77 $7.77K - $11.2K
50 $17K
DCI
Donaldson CO Inc

Industrials
73
+ 192.11%
$66.51 - $72.28 $4.86K - $5.28K
111 $7K
DYN
Dyne Therapeutics, Inc.

Healthcare
498
New
$10.46 - $25.46 $5.21K - $12.7K
498 $5K
DEA
Easterly Government Properties, Inc.

Real Estate
503
+ 1093.48%
$10.26 - $11.77 $5.16K - $5.92K
549 $5K
ESGR
Enstar Group LTD

Financial Services
14
+ 14.43%
$324.4 - $333.99 $4.54K - $4.68K
111 $36K
EXEL
Exelixis, Inc.

Healthcare
79
+ 12.5%
$32.38 - $39.16 $2.56K - $3.09K
711 $26K
FICO
Fair Isaac Corp

Technology
11
+ 11.0%
$1695.35 - $2030.47 $18.6K - $22.3K
111 $204K
FRME
First Merchants Corp

Financial Services
87
+ 3.19%
$37.99 - $45.25 $3.31K - $3.94K
2.82K $113K
FTA
First Tr Large Cap Value

ETFs
25
+ 0.26%
$74.42 - $80.34 $1.86K - $2.01K
9.56K $733K
GFF
Griffon Corp

Industrials
58
+ 446.15%
$68.06 - $80.91 $3.95K - $4.69K
71 $5K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
26
+ 1.16%
$21.64 - $23.93 $563 - $622
2.28K $54K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
129
+ 36.24%
$33.7 - $43.19 $4.35K - $5.57K
485 $18K
ICFI
Icf International, Inc.

Industrials
58
+ 725.0%
$77.68 - $133.28 $4.51K - $7.73K
66 $5K
INVH
Invitation Homes Inc.

Real Estate
16
+ 1.15%
$30.28 - $34.85 $484 - $558
1.41K $49K
ITT
Itt Inc.

Industrials
66
+ 22.53%
$128.71 - $153.88 $8.49K - $10.2K
359 $46K
KNTK
Kinetik Holdings Inc.

Energy
95
+ 558.82%
$49.51 - $66.5 $4.7K - $6.32K
112 $5K
LBRDA
Liberty Broadband Corp

Communication Services
36
+ 22.36%
$72.73 - $88.43 $2.62K - $3.18K
197 $16K
MXL
Maxlinear Inc

Technology
521
+ 2605.0%
$10.86 - $24.92 $5.66K - $13K
541 $5K
MGPI
Mgp Ingredients Inc

Consumer Defensive
331
+ 75.4%
$28.85 - $39.18 $9.55K - $13K
770 $22K
JWN
Nordstrom Inc

Consumer Cyclical
179
+ 39.78%
$24.01 - $24.46 $4.3K - $4.38K
629 $15K
ODFL
Old Dominion Freight Line, Inc.

Industrials
152
+ 8.11%
$161.13 - $209.29 $24.5K - $31.8K
2.03K $335K
OTTR
Otter Tail Corp

Utilities
12
+ 1.88%
$72.43 - $83.38 $869 - $1K
650 $52K
PAAS
Pan American Silver Corp

Basic Materials
159
+ 61.87%
$20.61 - $26.7 $3.28K - $4.25K
416 $10K
PK
Park Hotels & Resorts Inc.

Real Estate
586
+ 171.35%
$10.68 - $14.19 $6.26K - $8.32K
928 $9K
POST
Post Holdings, Inc.

Consumer Defensive
42
+ 68.85%
$104.57 - $116.92 $4.39K - $4.91K
103 $11K
PCOR
Procore Technologies, Inc.

Technology
92
+ 58.23%
$65.21 - $88.33 $6K - $8.13K
250 $16K
PB
Prosperity Bancshares Inc

Financial Services
69
+ 111.29%
$69.3 - $80.69 $4.78K - $5.57K
131 $9K
PVH
Pvh Corp.

Consumer Cyclical
408
+ 78.16%
$63.81 - $107.78 $26K - $44K
930 $60K
RRC
Range Resources Corp

Energy
97
+ 35.27%
$35.22 - $41.29 $3.42K - $4.01K
372 $14K
RBLX
Roblox Corp

Communication Services
71
+ 4.71%
$53.77 - $75.47 $3.82K - $5.36K
1.58K $92K
RCI
Rogers Communications Inc

Communication Services
237
+ 176.87%
$26.73 - $31.05 $6.34K - $7.36K
371 $9K
BFS
Saul Centers, Inc.

Real Estate
133
+ 886.67%
$35.47 - $38.54 $4.72K - $5.13K
148 $5K
SKM
Sk Telecom CO LTD

Communication Services
275
+ 13750.0%
$20.91 - $23.05 $5.75K - $6.34K
277 $5K
RWR
Spdr Dow Jones Reit ETF

ETFs
49
+ 70.0%
$95.15 - $104.06 $4.66K - $5.1K
119 $11K
STLD
Steel Dynamics Inc

Basic Materials
49
+ 0.99%
N/A
5.02K $492K
SUI
Sun Communities Inc

Real Estate
22
+ 8.0%
$120.53 - $136.43 $2.65K - $3K
297 $38K
SYNA
Synaptics Inc

Technology
94
+ 125.33%
$61.71 - $87.87 $5.8K - $8.26K
169 $10K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
54
+ 48.65%
$81.61 - $96.36 $4.41K - $5.2K
165 $14K
VSH
Vishay Intertechnology Inc

Technology
334
+ 363.04%
$15.9 - $19.1 $5.31K - $6.38K
426 $6K
WERN
Werner Enterprises Inc

Industrials
161
+ 1463.64%
$29.25 - $38.23 $4.71K - $6.16K
172 $5K
AMBA
Ambarella Inc

Technology
89
+ 494.44%
$48.94 - $82.94 $4.36K - $7.38K
107 $5K
AMED
Amedisys Inc

Healthcare
42
+ 59.15%
$90.44 - $92.9 $3.8K - $3.9K
113 $10K
AIT
Applied Industrial Technologies Inc

Industrials
19
+ 111.76%
$218.93 - $269.18 $4.16K - $5.11K
36 $8K
AVT
Avnet Inc

Technology
96
+ 114.29%
$46.61 - $54.65 $4.47K - $5.25K
180 $8K
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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