Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ALLE
Allegion PLC

Industrials
131
+ 12.5%
$118.52 - $145.64 $15.5K - $19.1K
1.18K $169K
BKE
Buckle Inc

Consumer Cyclical
727
+ 1652.27%
$33.77 - $45.57 $24.6K - $33.1K
771 $34K
RE
Everest Re Group LTD

Financial Services
90
+ 96.77%
N/A
183 $67K
IEP
Icahn Enterprises L.P.

Industrials
4.23K
+ 408.59%
$7.81 - $9.75 $33.1K - $41.3K
5.27K $42K
IQV
Iqvia Holdings Inc.

Healthcare
293
+ 43.28%
$137.0 - $174.37 $40.1K - $51.1K
970 $152K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
2K
New
$13.46 - $16.8 $26.9K - $33.6K
2K $33K
BITO
Proshares Tr Bitcoin Strategy

ETFs
951
+ 24.42%
$16.69 - $23.43 $15.9K - $22.3K
4.85K $104K
VRSK
Verisk Analytics, Inc.

Industrials
31
+ 1.88%
$277.03 - $321.33 $8.59K - $9.96K
1.68K $523K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
220
+ 2.26%
$17.11 - $21.71 $3.76K - $4.78K
9.96K $216K
DLB
Dolby Laboratories, Inc.

Industrials
431
+ 590.41%
$69.36 - $81.21 $29.9K - $35K
504 $37K
ENVA
Enova International, Inc.

Financial Services
286
+ 2383.33%
$85.91 - $111.52 $24.6K - $31.9K
298 $33K
PBW
Invesco Exchange Traded Fd Tr

ETFs
1.6K
+ 1095.89%
$13.42 - $20.22 $21.5K - $32.4K
1.75K $34K
VVR
Invesco Senior Income Trust

Financial Services
8.5K
+ 607.14%
$3.31 - $3.8 $28.1K - $32.3K
9.9K $37K
MXI
Ishares Global Materials ETF

ETFs
300
+ 17.9%
$71.63 - $86.87 $21.5K - $26.1K
1.98K $168K
NOK
Nokia Corp

Technology
6.43K
+ 39.41%
$4.65 - $5.43 $29.9K - $34.9K
22.7K $117K
OKTA
Okta, Inc.

Technology
408
+ 23.89%
$91.24 - $127.3 $37.2K - $51.9K
2.12K $211K
QDEL
Quidel Ortho Corp

Healthcare
1.13K
+ 2460.87%
$24.46 - $37.42 $27.7K - $42.4K
1.18K $33K
DSX
Diana Shipping Inc.

Industrials
21.6K
+ 1528.54%
$1.32 - $1.68 $28.5K - $36.3K
23K $33K
FN
Fabrinet

Technology
21
+ 8.2%
$171.03 - $298.93 $3.59K - $6.28K
277 $81K
FFBC
First Financial Bancorp

Financial Services
1.33K
+ 75.35%
$22.05 - $25.19 $29.4K - $33.6K
3.1K $75K
HGER
Harbor ETF Tr All Weather Infl
1.3K
New
$22.13 - $25.39 $28.8K - $33K
1.3K $31K
MTCH
Match Group, Inc.

Communication Services
1.08K
+ 19.73%
$27.03 - $31.93 $29.1K - $34.4K
6.54K $201K
OVV
Ovintiv Inc.

Energy
906
+ 126.18%
$31.18 - $44.14 $28.2K - $40K
1.62K $61K
PK
Park Hotels & Resorts Inc.

Real Estate
2.99K
+ 322.41%
$8.85 - $11.18 $26.5K - $33.5K
3.92K $40K
PTLO
Portillo'S Inc.

Consumer Cyclical
2.7K
New
$10.34 - $13.35 $27.9K - $36K
2.7K $31K
SEB
Seaboard Corp

Industrials
11
New
$2459.69 - $2911.09 $27.1K - $32K
11 $31K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
300
+ 32.26%
$86.79 - $101.21 $26K - $30.4K
1.23K $121K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
1.5K
New
$16.83 - $20.38 $25.2K - $30.6K
1.5K $30K
AFRM
Affirm Holdings, Inc.

Technology
236
+ 41.92%
$35.75 - $69.14 $8.44K - $16.3K
799 $55K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
1.08K
+ 43.98%
$15.84 - $20.94 $17.1K - $22.7K
3.54K $74K
RACE
Ferrari N.V.

Consumer Cyclical
23
+ 7.49%
$397.86 - $499.02 $9.15K - $11.5K
330 $161K
GPS
Gap Inc

Consumer Cyclical
1.49K
+ 113.47%
N/A
2.81K $56K
GNTX
Gentex Corp

Consumer Cyclical
1.68K
+ 30.89%
$20.83 - $23.52 $34.9K - $39.4K
7.1K $156K
GH
Guardant Health, Inc.

Healthcare
552
+ 358.44%
$37.05 - $52.04 $20.5K - $28.7K
706 $36K
RING
Ishares Inc Msci Global Gold M

ETFs
694
New
$34.72 - $45.62 $24.1K - $31.7K
694 $30K
FXI
Ishares Tr

ETFs
800
+ 1066.67%
$29.59 - $37.41 $23.7K - $29.9K
875 $32K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
200
+ 0.29%
$47.89 - $48.65 $9.58K - $9.73K
68.3K $3.32M
JHMM
John Hancock Multifactor Mid C

ETFs
7
+ 0.09%
$50.32 - $61.13 $352 - $428
7.68K $469K
NXST
Nexstar Media Group, Inc.

Communication Services
179
+ 617.24%
$144.68 - $181.86 $25.9K - $32.6K
208 $35K
ON
On Semiconductor Corp

Technology
151
+ 7.86%
$31.95 - $54.21 $4.82K - $8.19K
2.07K $108K
PLMR
Palomar Holdings, Inc.

Financial Services
197
+ 1970.0%
$129.99 - $175.67 $25.6K - $34.6K
207 $31K
RRC
Range Resources Corp

Energy
731
+ 196.51%
$32.1 - $43.23 $23.5K - $31.6K
1.1K $44K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
558
+ 265.71%
$28.15 - $47.93 $15.7K - $26.7K
768 $36K
TMUS
T Mobile Us, Inc.

Communication Services
810
+ 14.16%
$220.99 - $268.54 $179K - $218K
6.53K $1.56M
ZI
Zoom Info Technologies Inc.

Technology
3.02K
+ 980.19%
$7.41 - $10.31 $22.4K - $31.1K
3.33K $33K
ENFR
Alerian Energy Infrastructure

ETFs
927
+ 370.8%
$28.49 - $33.44 $26.4K - $31K
1.18K $37K
CRL
Charles River Laboratories International, Inc.

Healthcare
190
+ 172.73%
$99.75 - $151.89 $19K - $28.9K
300 $45K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
751
+ 53.95%
$19.5 - $30.4 $14.6K - $22.8K
2.14K $62K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
940
New
$25.96 - $30.99 $24.4K - $29.1K
940 $29K
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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