Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ING
Ing Groep Nv

Financial Services
681
+ 10.99%
$16.62 - $21.98 $11.3K - $15K
6.88K $150K
JNPR
Juniper Networks Inc

Technology
513
+ 21.73%
$33.93 - $39.93 $17.4K - $20.5K
2.87K $114K
POR
Portland General Electric CO

Utilities
776
+ 136.86%
$39.96 - $44.75 $31K - $34.7K
1.34K $54K
UNIT
Uniti Group Inc.

Real Estate
6.92K
+ 775.67%
$4.06 - $5.24 $28.1K - $36.3K
7.81K $33K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.69K
New
$15.52 - $17.13 $26.3K - $29K
1.69K $29K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
340
+ 138.21%
$70.7 - $82.14 $24K - $27.9K
586 $48K
ZBRA
Zebra Technologies Corp

Technology
79
+ 41.15%
$213.54 - $309.26 $16.9K - $24.4K
271 $83K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
114
+ 0.83%
$60.29 - $71.77 $6.87K - $8.18K
13.9K $974K
CLSK
Cleanspark, Inc.

Technology
107
+ 1.67%
$6.74 - $11.03 $721 - $1.18K
6.51K $71K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
600
New
$41.09 - $50.61 $24.7K - $30.4K
600 $28K
ERIE
Erie Indemnity CO

Financial Services
98
+ 119.51%
$340.45 - $423.93 $33.4K - $41.5K
180 $62K
FXH
First Tr Exchange Trd Fd Healt

ETFs
264
+ 15.57%
$93.63 - $103.68 $24.7K - $27.4K
1.96K $203K
TDIV
First Trust Nasdaq Technology

ETFs
232
+ 57.86%
$64.41 - $90.17 $14.9K - $20.9K
633 $57K
FOR
Forestar Group Inc.

Real Estate
1.38K
+ 3273.81%
$18.45 - $21.41 $25.4K - $29.4K
1.42K $28K
PKW
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.16%
$98.58 - $123.6 $394 - $494
2.44K $302K
EMB
Ishares Tr

ETFs
275
+ 23.58%
$86.54 - $92.62 $23.8K - $25.5K
1.44K $133K
MCHI
Ishares Msci China ETF

ETFs
500
+ 1086.96%
$45.22 - $55.86 $22.6K - $27.9K
546 $30K
LYV
Live Nation Entertainment, Inc.

Communication Services
147
+ 48.84%
$118.81 - $151.28 $17.5K - $22.2K
448 $67K
MASI
Masimo Corp

Healthcare
163
+ 72.77%
$144.4 - $171.97 $23.5K - $28K
387 $65K
SBAC
Sba Communications Corp

Real Estate
110
+ 67.9%
$208.57 - $243.4 $22.9K - $26.8K
272 $63K
SCHO
Schwab Short Term Us Treasury

ETFs
985
+ 0.82%
$24.19 - $24.45 $23.8K - $24.1K
122K $2.97M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
300
+ 62.11%
$72.32 - $86.4 $21.7K - $25.9K
783 $67K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
5K
+ 1689.19%
$5.25 - $5.92 $26.3K - $29.6K
5.3K $29K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
800
New
$30.9 - $34.31 $24.7K - $27.4K
800 $27K
LEG
Leggett & Platt Inc

Consumer Cyclical
466
+ 2.12%
$6.56 - $9.72 $3.06K - $4.53K
22.4K $200K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.88K
+ 17.28%
$10.79 - $14.14 $20.3K - $26.6K
12.8K $175K
NUE
Nucor Corp

Basic Materials
110
+ 7.55%
$103.22 - $131.43 $11.4K - $14.5K
1.57K $202K
OLP
One Liberty Properties Inc

Real Estate
1.14K
+ 1440.51%
$23.24 - $26.54 $26.4K - $30.2K
1.22K $29K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
2.61K
+ 1603.68%
$9.18 - $11.13 $24K - $29.1K
2.78K $28K
DGX
Quest Diagnostics Inc

Healthcare
201
+ 15.22%
N/A
1.52K $208K
SII
Sprott Inc.

Financial Services
400
New
$39.51 - $69.09 $15.8K - $27.6K
400 $27K
WDS
Woodside Energy Group LTD

Energy
1.62K
+ 81.19%
$11.5 - $16.77 $18.6K - $27.2K
3.61K $55K
WF
Woori Financial Group Inc.

Financial Services
238
+ 25.51%
$30.46 - $49.73 $7.25K - $11.8K
1.17K $58K
RDY
Dr Reddys Laboratories LTD

Healthcare
1.32K
+ 37.76%
$12.36 - $16.17 $16.4K - $21.4K
4.83K $72K
ELS
Equity Lifestyle Properties Inc

Real Estate
443
+ 204.15%
$61.46 - $68.02 $27.2K - $30.1K
660 $40K
NTCT
Netscout Systems Inc

Technology
1.04K
+ 1857.14%
$19.23 - $25.14 $20K - $26.1K
1.1K $27K
NU
Nu Holdings Ltd.

Financial Services
1.6K
+ 166.6%
$9.6 - $13.72 $15.4K - $22K
2.56K $35K
NMAI
Nuveen Multi Asset Income Fund

ETFs
2.02K
+ 412.65%
$10.75 - $12.65 $21.7K - $25.6K
2.51K $31K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
2K
+ 1741.74%
$12.07 - $14.61 $24.2K - $29.3K
2.12K $27K
PFN
Pimco Income Strategy Fund Ii

Financial Services
3.54K
+ 179.64%
$6.87 - $7.56 $24.3K - $26.8K
5.51K $40K
AOS
Smith A O Corp

Industrials
399
+ 133.44%
$59.63 - $70.52 $23.8K - $28.1K
698 $45K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
1.18K
+ 676.44%
$20.6 - $29.93 $24.2K - $35.2K
1.35K $30K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
155
+ 82.89%
$97.32 - $136.25 $15.1K - $21.1K
342 $43K
CSQ
Calamos Strategic Total Return Fund

Financial Services
736
+ 13.38%
$13.86 - $18.24 $10.2K - $13.4K
6.24K $113K
CE
Celanese Corp

Basic Materials
472
+ 83.54%
$37.49 - $59.36 $17.7K - $28K
1.04K $57K
LEU
Centrus Energy Corp

Energy
20
+ 11.49%
$54.43 - $208.81 $1.09K - $4.18K
194 $35K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
2.1K
New
$10.7 - $12.22 $22.5K - $25.7K
2.1K $25K
RECS
Columbia ETF Tr I

ETFs
544
+ 38.39%
$29.4 - $36.79 $16K - $20K
1.96K $72K
CRBG
Corebridge Financial, Inc.

Financial Services
732
New
$25.41 - $35.83 $18.6K - $26.2K
732 $25K
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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email