Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2.2K
+ 27.45%
$41.37 - $53.28 $91.1K - $117K
10.2K $457K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
1.7K
+ 330.74%
$19.41 - $22.77 $33K - $38.7K
2.21K $50K
HSIC
Henry Schein Inc

Healthcare
462
+ 39.22%
$62.7 - $73.66 $29K - $34K
1.64K $119K
HST
Host Hotels & Resorts, Inc.

Real Estate
2.36K
+ 124.42%
$12.7 - $16.07 $30K - $37.9K
4.26K $65K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
2.5K
New
$14.41 - $16.7 $36K - $41.8K
2.5K $39K
MNDY
Monday.Com Ltd.

Technology
112
+ 219.61%
$217.77 - $314.48 $24.4K - $35.2K
163 $51K
NX
Quanex Building Products Corp

Industrials
2.06K
+ 17191.67%
$15.5 - $20.19 $32K - $41.7K
2.08K $39K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
9.67K
+ 1247.35%
$3.35 - $3.97 $32.4K - $38.4K
10.4K $41K
CIEN
Ciena Corp

Technology
372
+ 107.51%
$53.5 - $83.89 $19.9K - $31.2K
718 $58K
FAD
First Tr Multi Cap Growth Alph

ETFs
265
New
$114.67 - $146.82 $30.4K - $38.9K
265 $38K
NVT
N Vent Electric PLC

Industrials
267
+ 30.48%
$45.2 - $73.35 $12.1K - $19.6K
1.14K $83K
OPCH
Option Care Health, Inc.

Healthcare
1.25K
+ 126.65%
$30.69 - $34.95 $38.4K - $43.7K
2.24K $72K
FNDB
Schwab Fundamental U S Broad M

ETFs
1.52K
+ 108.01%
$20.36 - $23.98 $31K - $36.5K
2.94K $70K
SSB
South State Corp

Financial Services
427
+ 47.6%
$80.59 - $94.67 $34.4K - $40.4K
1.32K $121K
TM
Toyota Motor Corp

Consumer Cyclical
297
+ 9.68%
$158.63 - $195.39 $47.1K - $58K
3.37K $579K
UBSI
United Bankshares Inc

Financial Services
1.01K
+ 394.14%
$31.5 - $37.32 $31.8K - $37.7K
1.27K $46K
VMC
Vulcan Materials CO

Basic Materials
75
+ 11.52%
$226.49 - $276.01 $17K - $20.7K
726 $189K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
261
+ 176.35%
$120.49 - $141.16 $31.4K - $36.8K
409 $56K
AXS
Axis Capital Holdings LTD

Financial Services
344
+ 145.15%
$87.23 - $106.93 $30K - $36.8K
581 $60K
CX
Cemex Sab De Cv

Basic Materials
138
+ 0.5%
$5.02 - $7.19 $693 - $992
27.8K $192K
CFG
Citizens Financial Group Inc

Financial Services
572
+ 19.05%
$34.27 - $44.75 $19.6K - $25.6K
3.57K $159K
EXC
Exelon Corp

Utilities
2.26K
+ 9.73%
$42.2 - $47.37 $95.4K - $107K
25.5K $1.11M
FEX
First Tr Large Cap Core Alphde

ETFs
82
+ 2.17%
$90.17 - $109.96 $7.39K - $9.02K
3.87K $425K
FTS
Fortis Inc.

Utilities
766
+ 157.29%
$44.42 - $49.76 $34K - $38.1K
1.25K $59K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.01K
+ 67.94%
$8.48 - $11.94 $25.5K - $35.9K
7.43K $77K
JOBY
Joby Aviation, Inc.

Industrials
763
+ 11.86%
$5.33 - $10.55 $4.07K - $8.05K
7.2K $75K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
4.26K
+ 3904.59%
$8.6 - $10.66 $36.6K - $45.4K
4.37K $38K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
2.2K
+ 1032.39%
$13.24 - $18.0 $29.1K - $39.6K
2.41K $40K
SKX
Skechers Usa Inc

Consumer Cyclical
493
+ 62.33%
$45.48 - $63.1 $22.4K - $31.1K
1.28K $81K
ERIC
Ericsson Lm Telephone CO

Technology
4.04K
+ 126.28%
$6.77 - $8.86 $27.3K - $35.8K
7.23K $61K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
246
+ 6.21%
$41.45 - $54.46 $10.2K - $13.4K
4.21K $219K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
155
New
$164.46 - $237.28 $25.5K - $36.8K
155 $36K
TOST
Toast, Inc.

Technology
604
+ 75.69%
$30.03 - $45.23 $18.1K - $27.3K
1.4K $62K
VIRT
Virtu Financial, Inc.

Financial Services
673
+ 77.0%
$32.82 - $44.79 $22.1K - $30.1K
1.55K $69K
ABCB
Ameris Bancorp

Financial Services
533
+ 1567.65%
$50.69 - $64.92 $27K - $34.6K
567 $36K
AWI
Armstrong World Industries Inc

Industrials
152
+ 32.48%
$126.1 - $163.12 $19.2K - $24.8K
620 $100K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
3.62K
+ 181.15%
$8.0 - $9.55 $29K - $34.6K
5.62K $53K
CF
Cf Industries Holdings, Inc.

Basic Materials
337
+ 122.99%
$68.47 - $102.48 $23.1K - $34.5K
611 $56K
CHRD
Oasis Petroleum Inc.

Energy
406
+ 160.47%
$82.03 - $113.54 $33.3K - $46.1K
659 $63K
DRIV
Global X Fds Global X Autonomo

ETFs
470
+ 4.28%
$17.75 - $23.51 $8.34K - $11K
11.4K $266K
HLN
Haleon PLC

Healthcare
3.3K
+ 33.62%
$9.27 - $11.41 $30.6K - $37.7K
13.1K $136K
VIS
Vanguard Industrial ETF

ETFs
75
+ 17.24%
$220.04 - $280.07 $16.5K - $21K
510 $142K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
226
+ 17.33%
$60.22 - $80.1 $13.6K - $18.1K
1.53K $122K
IIM
Invesco Value Municipal Income Trust

Financial Services
3.04K
+ 132.65%
$11.31 - $12.11 $34.3K - $36.8K
5.32K $61K
ICLN
Ishares

ETFs
2.21K
+ 84.65%
$10.56 - $13.31 $23.3K - $29.4K
4.81K $63K
JHG
Janus Henderson Group PLC

Financial Services
772
+ 52.8%
$29.47 - $38.84 $22.8K - $30K
2.23K $86K
MOS
Mosaic CO

Basic Materials
650
+ 61.21%
$22.76 - $36.95 $14.8K - $24K
1.71K $62K
PFL
Pimco Income Strategy Fund

Financial Services
4.1K
New
$7.76 - $8.58 $31.8K - $35.2K
4.1K $34K
UPRO
Proshares Trust Proshares Ultr

ETFs
308
+ 96.55%
$50.65 - $91.44 $15.6K - $28.2K
627 $57K
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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