Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NTRS
Northern Trust Corp

Financial Services
317
+ 43.19%
$84.45 - $126.79 $26.8K - $40.2K
1.05K $133K
AEIS
Advanced Energy Industries Inc

Industrials
420
+ 371.68%
$79.03 - $133.84 $33.2K - $56.2K
533 $70K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
321
+ 31.47%
$167.22 - $212.42 $53.7K - $68.2K
1.34K $265K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.05K
+ 15.5%
$55.13 - $75.25 $113K - $154K
15.2K $1.05M
EWBC
East West Bancorp Inc

Financial Services
583
+ 511.4%
$71.03 - $101.75 $41.4K - $59.3K
697 $70K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
18
+ 0.39%
$57.46 - $75.58 $1.03K - $1.36K
4.64K $350K
HUBS
Hubspot Inc

Technology
111
+ 67.68%
$487.07 - $672.24 $54.1K - $74.6K
275 $153K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
544
+ 133.01%
$69.8 - $94.88 $38K - $51.6K
953 $90K
IXJ
Ishares Global Healthcare ETF

ETFs
699
+ 1747.5%
$82.3 - $90.02 $57.5K - $62.9K
739 $63K
MEAR
Blackrock Short Maturity Munic

ETFs
1.19K
+ 11.61%
$49.74 - $50.27 $59.1K - $59.8K
11.4K $574K
SHW
Sherwin Williams CO

Basic Materials
256
+ 5.36%
$313.51 - $363.51 $80.3K - $93.1K
5.03K $1.73M
ZM
Zoom Video Communications, Inc.

Technology
732
+ 102.52%
$66.7 - $84.62 $48.8K - $61.9K
1.45K $112K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
73
+ 11.81%
$224.32 - $326.09 $16.4K - $23.8K
691 $225K
BMO
Bank Of Montreal

Financial Services
290
+ 16.7%
$87.54 - $110.63 $25.4K - $32.1K
2.03K $224K
GNRC
Generac Holdings Inc.

Industrials
108
+ 4.11%
$101.92 - $143.21 $11K - $15.5K
2.74K $392K
KEY
Keycorp

Financial Services
3.22K
+ 148.43%
$13.23 - $17.42 $42.6K - $56.1K
5.39K $93K
TXT
Textron Inc

Industrials
551
+ 30.73%
$60.72 - $80.34 $33.5K - $44.3K
2.34K $188K
AVDE
American Centy ETF Tr Avantis

ETFs
281
+ 5.89%
$59.32 - $74.36 $16.7K - $20.9K
5.06K $374K
UUUU
Energy Fuels Inc

Energy
9.96K
+ 1652.24%
$3.44 - $5.9 $34.3K - $58.8K
10.6K $60K
ETR
Entergy Corp

Utilities
944
+ 11.21%
$79.01 - $86.61 $74.6K - $81.8K
9.37K $778K
RGTI
Rigetti Computing, Inc.

Technology
1.81K
+ 19.36%
$7.5 - $14.29 $13.6K - $25.9K
11.2K $132K
UTHR
United Therapeutics Corp

Healthcare
212
+ 147.22%
$276.47 - $328.4 $58.6K - $69.6K
356 $102K
WING
Wingstop Inc.

Consumer Cyclical
146
+ 182.5%
$210.24 - $381.46 $30.7K - $55.7K
226 $76K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.95K
+ 56.97%
$22.63 - $26.95 $44.1K - $52.5K
5.37K $144K
HLI
Houlihan Lokey, Inc.

Financial Services
251
+ 39.47%
$141.59 - $182.75 $35.5K - $45.9K
887 $159K
BOND
Pimco Active Bond Exchange Tra

ETFs
883
+ 1.03%
$89.87 - $92.93 $79.4K - $82.1K
86.9K $8.01M
GWRE
Guidewire Software, Inc.

Technology
115
+ 18.73%
$172.73 - $257.37 $19.9K - $29.6K
729 $171K
HOLX
Hologic Inc

Healthcare
825
+ 120.26%
$52.73 - $65.22 $43.5K - $53.8K
1.51K $98K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.2K
+ 17.26%
$47.42 - $51.67 $56.8K - $61.8K
8.13K $412K
RPRX
Royalty Pharma PLC

Healthcare
1.32K
+ 85.96%
$30.85 - $36.14 $40.8K - $47.8K
2.86K $103K
ICLR
Icon PLC

Healthcare
547
+ 64.43%
$126.62 - $168.7 $69.3K - $92.3K
1.4K $203K
PEGA
Pegasystems Inc

Technology
1.04K
+ 1631.25%
$49.95 - $103.29 $52.1K - $108K
1.11K $59K
UTG
Reaves Utility Income Fund

Financial Services
1.2K
+ 38.89%
$29.08 - $36.18 $34.9K - $43.5K
4.29K $155K
ADMA
Adma Biologics, Inc.

Healthcare
2.97K
+ 765.98%
$17.6 - $24.51 $52.3K - $72.8K
3.36K $61K
GLO
Clough Global Opportunities Fund

Financial Services
10K
New
$4.47 - $5.43 $44.7K - $54.3K
10K $54K
DUOL
Duolingo, Inc.

Technology
77
+ 34.38%
$292.88 - $540.68 $22.6K - $41.6K
301 $123K
PBE
Invesco Exchange Traded Fd Tr

ETFs
850
New
$56.01 - $65.43 $47.6K - $55.6K
850 $54K
MP
Mp Materials Corp.

Basic Materials
1.5K
+ 280.9%
$18.77 - $37.74 $28.2K - $56.6K
2.03K $67K
MVO
Mv Oil Trust

Energy
9.54K
New
$5.23 - $6.4 $49.9K - $61.1K
9.54K $54K
LUV
Southwest Airlines CO

Industrials
2.66K
+ 9.28%
$24.04 - $34.36 $63.9K - $91.4K
31.3K $1.02M
TTC
Toro CO

Industrials
787
+ 118.7%
$63.51 - $77.8 $50K - $61.2K
1.45K $102K
ADSK
Autodesk, Inc.

Technology
217
+ 25.09%
N/A
1.08K $265K
CYBR
Cyber Ark Software Ltd.

Technology
40
+ 7.42%
$305.98 - $406.88 $12.2K - $16.3K
579 $235K
ESTC
Elastic N.V.

Technology
632
+ 1170.37%
$73.36 - $94.17 $46.4K - $59.5K
686 $57K
NVR
Nvr Inc

Consumer Cyclical
7
+ 100.0%
$6700.0 - $7410.93 $46.9K - $51.9K
14 $103K
TRIN
Trinity Capital Inc.

Financial Services
3.78K
New
$13.53 - $15.52 $51.1K - $58.6K
3.78K $53K
WEN
Wendy'S CO

Consumer Cyclical
5.07K
+ 366.91%
$11.11 - $14.72 $56.3K - $74.6K
6.45K $73K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.25K
+ 17.15%
$160.0 - $195.62 $200K - $245K
8.56K $1.39M
EIX
Edison International

Utilities
3.49K
+ 19.96%
$48.32 - $59.92 $168K - $209K
20.9K $1.08M
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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