Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CBON
Vaneck ETF Tr China Bd ETF

ETFs
1K
New
$21.65 - $22.38 $21.7K - $22.4K
1K $22K
ADT
Adt Inc.

Industrials
2.36K
+ 645.63%
$7.54 - $8.6 $17.8K - $20.3K
2.73K $23K
AVLV
American Centy ETF Tr Avantis
278
+ 36.72%
$56.85 - $68.21 $15.8K - $19K
1.04K $70K
ASGN
Asgn Inc

Technology
433
+ 1353.13%
$48.58 - $63.92 $21K - $27.7K
465 $23K
ASH
Ashland Global Holdings Inc

Basic Materials
560
+ 67.15%
$46.53 - $57.87 $26.1K - $32.4K
1.39K $70K
XYLD
Global X Fds S&P 500 Covered C

ETFs
623
+ 10.01%
$35.62 - $39.64 $22.2K - $24.7K
6.85K $266K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
471
+ 235.5%
$34.78 - $43.42 $16.4K - $20.5K
671 $29K
JJSF
J&J Snack Foods Corp

Consumer Defensive
185
+ 4625.0%
$111.46 - $136.93 $20.6K - $25.3K
189 $21K
LYB
Lyondell Basell Industries N.V.

Basic Materials
713
+ 45.97%
$53.23 - $70.65 $38K - $50.4K
2.26K $130K
OCFC
Oceanfirst Financial Corp

Financial Services
185
+ 0.62%
$14.76 - $17.72 $2.73K - $3.28K
30.1K $529K
ABEO
Abeona Therapeutics Inc.

Healthcare
3.55K
New
$4.18 - $7.0 $14.8K - $24.9K
3.55K $20K
BCS
Barclays PLC

Financial Services
92
+ 1.64%
$12.69 - $18.61 $1.17K - $1.71K
5.71K $106K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
1K
New
$19.2 - $22.42 $19.2K - $22.4K
1K $20K
CGNX
Cognex Corp

Technology
570
+ 61.96%
$23.27 - $32.07 $13.3K - $18.3K
1.49K $47K
PDT
John Hancock Premium Dividend Fund

Financial Services
1.51K
+ 447.18%
$11.7 - $13.23 $17.6K - $19.9K
1.84K $24K
THG
Hanover Insurance Group, Inc.

Financial Services
131
+ 22.82%
$150.66 - $178.04 $19.7K - $23.3K
705 $119K
HE
Hawaiian Electric Industries Inc

Utilities
2.03K
+ 78.9%
$9.36 - $10.96 $19K - $22.3K
4.61K $48K
HXL
Hexcel Corp

Industrials
349
+ 54.36%
$47.49 - $57.32 $16.6K - $20K
991 $55K
PODD
Insulet Corp

Healthcare
8
+ 2.37%
$238.57 - $327.47 $1.91K - $2.62K
345 $108K
PDN
Invesco Fd Tr

ETFs
50
+ 1.5%
$30.37 - $38.92 $1.52K - $1.95K
3.39K $131K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
341
New
$49.48 - $61.22 $16.9K - $20.9K
341 $20K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
323
+ 293.64%
$50.27 - $62.05 $16.2K - $20K
433 $26K
KMPR
Kemper Corp

Financial Services
345
+ 39.07%
$55.12 - $67.26 $19K - $23.2K
1.23K $79K
LADR
Ladder Capital Corp

Real Estate
1.9K
+ 515.76%
$9.86 - $11.4 $18.7K - $21.6K
2.27K $24K
MRTN
Marten Transport LTD

Industrials
1.53K
+ 1121.32%
$12.69 - $13.95 $19.4K - $21.3K
1.66K $21K
NTES
Net Ease, Inc.

Communication Services
5
+ 0.81%
$91.37 - $134.58 $457 - $673
623 $83K
PCT
Pure Cycle Technologies, Inc.

Industrials
1.43K
+ 1703.57%
$5.57 - $14.12 $7.97K - $20.2K
1.52K $20K
SCL
Stepan CO

Basic Materials
364
+ 827.27%
$45.26 - $56.69 $16.5K - $20.6K
408 $22K
SG
Sweetgreen, Inc.

Consumer Cyclical
1.44K
+ 737.44%
$12.23 - $25.56 $17.6K - $36.8K
1.63K $24K
WBS
Webster Financial Corp

Financial Services
313
+ 33.26%
$41.76 - $54.91 $13.1K - $17.2K
1.25K $68K
WY
Weyerhaeuser CO

Real Estate
1.83K
+ 24.18%
$24.69 - $29.48 $45.1K - $53.9K
9.39K $241K
TXG
10x Genomics, Inc.

Healthcare
1.36K
+ 150.39%
$7.14 - $11.73 $9.74K - $16K
2.27K $26K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
1.12K
+ 518.98%
$16.36 - $23.0 $18.3K - $25.8K
1.34K $23K
BGS
B&G Foods, Inc.

Consumer Defensive
4.75K
+ 901.71%
$4.02 - $7.07 $19.1K - $33.6K
5.28K $22K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
851
+ 47.46%
$54.08 - $68.32 $46K - $58.1K
2.64K $145K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
332
New
$59.8 - $60.07 $19.9K - $19.9K
332 $19K
FTV
Fortive Corp

Technology
624
+ 98.27%
$52.13 - $74.29 $32.5K - $46.4K
1.26K $65K
JEF
Jefferies Financial Group Inc.

Financial Services
311
+ 19.07%
$41.06 - $56.09 $12.8K - $17.4K
1.94K $106K
PNW
Pinnacle West Capital Corp

Utilities
268
+ 34.36%
$88.3 - $95.43 $23.7K - $25.6K
1.05K $93K
KWR
Quaker Chemical Corp

Basic Materials
178
+ 1047.06%
$97.26 - $124.36 $17.3K - $22.1K
195 $21K
SLM
Slm Corp

Financial Services
577
+ 1923.33%
$24.84 - $34.36 $14.3K - $19.8K
607 $19K
STE
Steris PLC

Healthcare
45
+ 7.31%
$208.55 - $252.55 $9.38K - $11.4K
661 $158K
SF
Stifel Financial Corp

Financial Services
147
+ 43.62%
$76.49 - $103.78 $11.2K - $15.3K
484 $50K
TRU
Trans Union

Industrials
70
+ 2.77%
$69.26 - $91.89 $4.85K - $6.43K
2.6K $228K
THS
Tree House Foods, Inc.

Consumer Defensive
981
+ 1923.53%
$19.42 - $26.99 $19.1K - $26.5K
1.03K $20K
AYI
Acuity Brands Inc

Industrials
5
+ 1.1%
$223.31 - $304.18 $1.12K - $1.52K
460 $137K
ACM
Aecom

Industrials
109
+ 38.52%
$87.19 - $113.06 $9.5K - $12.3K
392 $44K
ACI
Albertsons Companies, Inc.

Consumer Defensive
844
+ 98.37%
$19.94 - $22.91 $16.8K - $19.3K
1.7K $36K
AMED
Amedisys Inc

Healthcare
176
+ 155.75%
$91.31 - $98.39 $16.1K - $17.3K
289 $28K
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