Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FOLD
Amicus Therapeutics, Inc.

Healthcare
3.25K
+ 1735.29%
$5.64 - $8.0 $18.3K - $26K
3.43K $19K
BCV
Bancroft Fund LTD

Financial Services
1K
New
$15.82 - $18.9 $15.8K - $18.9K
1K $18K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
416
New
$38.92 - $46.4 $16.2K - $19.3K
416 $18K
EEFT
Euronet Worldwide, Inc.

Technology
189
+ 248.68%
$87.44 - $112.74 $16.5K - $21.3K
265 $26K
EXPI
Exp World Holdings, Inc.

Real Estate
1.98K
+ 1311.92%
$7.46 - $9.89 $14.8K - $19.6K
2.13K $19K
FHN
First Horizon Corp

Financial Services
757
+ 57.92%
$16.21 - $21.2 $12.3K - $16K
2.06K $43K
XBJL
Innovator Etfs Tr Us Equity Ac
507
New
$30.83 - $35.99 $15.6K - $18.2K
507 $18K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
700
New
$26.88 - $28.57 $18.8K - $20K
700 $18K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
500
+ 133.33%
$26.03 - $35.66 $13K - $17.8K
875 $29K
IEF
Ishares Barclays

ETFs
181
+ 14.0%
$93.15 - $96.56 $16.9K - $17.5K
1.47K $141K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
210
+ 79.85%
$50.86 - $73.83 $10.7K - $15.5K
473 $34K
MIDD
Middleby Corp

Industrials
130
+ 168.83%
$124.01 - $154.76 $16.1K - $20.1K
207 $29K
JFR
Nuveen Floating Rate Income Fund

Financial Services
2.15K
+ 77.52%
$7.51 - $8.49 $16.1K - $18.2K
4.92K $41K
OGE
Oge Energy Corp.

Utilities
469
+ 24.67%
$42.23 - $46.38 $19.8K - $21.8K
2.37K $105K
OMCL
Omnicell, Inc

Healthcare
650
+ 730.34%
$24.63 - $35.46 $16K - $23K
739 $21K
SHEN
Shenandoah Telecommunications CO

Communication Services
1.32K
+ 2314.04%
$11.04 - $14.3 $14.6K - $18.9K
1.38K $18K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
383
+ 371.84%
$37.51 - $45.52 $14.4K - $17.4K
486 $22K
ADC
Agree Realty Corp

Real Estate
262
+ 41.65%
$70.68 - $79.12 $18.5K - $20.7K
891 $65K
ANSS
Ansys Inc

Technology
18
+ 5.75%
$284.19 - $351.22 $5.12K - $6.32K
331 $116K
AVA
Avista Corp

Utilities
540
+ 51.67%
$36.94 - $42.43 $19.9K - $22.9K
1.59K $60K
BSY
Bentley Systems Inc

Technology
192
+ 37.65%
$38.62 - $53.97 $7.42K - $10.4K
702 $37K
CG
Carlyle Group Inc.

Financial Services
299
+ 150.25%
$34.78 - $51.4 $10.4K - $15.4K
498 $25K
CNA
Cna Financial Corp

Financial Services
397
+ 102.32%
$45.03 - $50.88 $17.9K - $20.2K
785 $36K
DXC
Dxc Technology CO

Technology
1.36K
+ 68.95%
$14.03 - $17.63 $19.1K - $24K
3.33K $50K
ROBO
Robo Global Robotics And Autom

ETFs
234
+ 56.39%
$43.89 - $59.78 $10.3K - $14K
649 $38K
FR
First Industrial Realty Trust Inc

Real Estate
348
+ 511.76%
$43.07 - $54.05 $15K - $18.8K
416 $20K
GFS
Globalfoundries Inc.

Technology
412
+ 85.48%
$30.37 - $40.03 $12.5K - $16.5K
894 $34K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
3
+ 0.15%
$68.32 - $85.57 $205 - $257
1.96K $167K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.18K
+ 116.82%
$13.03 - $15.28 $15.4K - $18K
2.19K $32K
IMMR
Immersion Corp

Technology
2.28K
New
$6.63 - $7.98 $15.1K - $18.2K
2.28K $17K
IRDM
Iridium Communications Inc.

Communication Services
64
+ 1.23%
$21.57 - $30.17 $1.38K - $1.93K
5.28K $159K
MAN
Manpower Group Inc.

Industrials
505
+ 321.66%
$38.37 - $58.77 $19.4K - $29.7K
662 $26K
MSA
Msa Safety Inc

Industrials
77
+ 34.84%
$130.21 - $169.16 $10K - $13K
298 $49K
PARA
Paramount Global

Communication Services
1.13K
+ 52.59%
$10.65 - $12.9 $12K - $14.6K
3.28K $42K
RPD
Rapid7, Inc.

Technology
756
+ 1890.0%
$21.9 - $27.44 $16.6K - $20.7K
796 $18K
RRX
Regal Rexnord Corp

Industrials
90
+ 85.71%
$94.06 - $147.0 $8.47K - $13.2K
195 $28K
RHI
Robert Half International Inc.

Industrials
882
+ 60.49%
$40.31 - $54.71 $35.6K - $48.3K
2.34K $96K
SCCO
Southern Copper Corp

Basic Materials
151
+ 65.09%
$75.63 - $104.64 $11.4K - $15.8K
383 $38K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
10
+ 0.31%
$47.24 - $58.55 $472 - $586
3.24K $189K
UI
Ubiquiti Inc.

Technology
18
+ 20.0%
$273.45 - $456.69 $4.92K - $8.22K
108 $44K
U
Unity Software Inc.

Technology
412
+ 28.36%
$16.75 - $26.24 $6.9K - $10.8K
1.87K $45K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
130
+ 26.32%
$95.74 - $115.54 $12.4K - $15K
624 $71K
ZTO
Zto Express (Cayman) Inc.

Industrials
985
+ 643.79%
$16.51 - $19.83 $16.3K - $19.5K
1.14K $20K
ALC
Alcon Inc

Healthcare
234
+ 37.38%
$82.88 - $98.3 $19.4K - $23K
860 $75K
AMKR
Amkor Technology, Inc.

Technology
467
+ 21.49%
$14.88 - $21.18 $6.95K - $9.89K
2.64K $55K
APG
A Pi Group Corp

Industrials
249
+ 103.75%
$32.2 - $51.23 $8.02K - $12.8K
489 $24K
BHK
Blackrock Core Bond Trust

Financial Services
1.68K
New
$9.5 - $11.0 $15.9K - $18.4K
1.68K $16K
CVE
Cenovus Energy Inc.

Energy
1.17K
+ 104.29%
$10.58 - $14.83 $12.4K - $17.3K
2.29K $31K
CLH
Clean Harbors Inc

Industrials
43
+ 22.75%
$182.1 - $233.5 $7.83K - $10K
232 $53K
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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