Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CWCO
Consolidated Water Co. Ltd.

Utilities
12
+ 0.44%
$22.81 - $30.14 $274 - $362
2.75K $82K
DV
Double Verify Holdings, Inc.

Technology
1.04K
+ 490.52%
$11.86 - $15.03 $12.3K - $15.6K
1.25K $18K
EHC
Encompass Health Corp

Healthcare
36
+ 6.26%
$96.12 - $122.63 $3.46K - $4.41K
611 $74K
FRT
Federal Realty Investment Trust

Real Estate
233
+ 10.52%
$83.56 - $99.08 $19.5K - $23.1K
2.45K $232K
GLOB
Globant S.A.

Technology
197
+ 214.13%
$87.63 - $140.36 $17.3K - $27.7K
289 $26K
PAC
Pacific Airport Group

Industrials
50
+ 48.08%
$175.11 - $238.95 $8.76K - $11.9K
154 $35K
HTH
Hilltop Holdings Inc.

Financial Services
540
+ 3176.47%
$27.95 - $30.99 $15.1K - $16.7K
557 $16K
IMO
Imperial Oil LTD

Energy
38
+ 2.18%
$60.22 - $81.91 $2.29K - $3.11K
1.78K $141K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
32
+ 1.44%
$53.75 - $67.21 $1.72K - $2.15K
2.25K $149K
ITT
Itt Inc.

Industrials
39
+ 10.86%
$112.67 - $157.95 $4.39K - $6.16K
398 $62K
LMND
Lemonade, Inc.

Financial Services
355
+ 696.08%
$25.12 - $45.79 $8.92K - $16.3K
406 $17K
LBRDK
Liberty Broadband Corp

Communication Services
145
+ 87.88%
$73.65 - $101.29 $10.7K - $14.7K
310 $30K
MGA
Magna International Inc

Consumer Cyclical
375
+ 166.67%
$30.82 - $38.61 $11.6K - $14.5K
600 $23K
MANU
Manchester United PLC

Communication Services
886
+ 543.56%
$12.21 - $19.24 $10.8K - $17K
1.05K $18K
MTDR
Matador Resources CO

Energy
364
+ 182.0%
$36.67 - $52.23 $13.3K - $19K
564 $26K
COOP
Mr. Cooper Group Inc.

Financial Services
19
+ 4.3%
$107.26 - $155.96 $2.04K - $2.96K
461 $68K
NEU
Newmarket Corp

Basic Materials
21
+ 210.0%
$519.95 - $690.86 $10.9K - $14.5K
31 $21K
PAGP
Plains Gp Holdings LP

Energy
1.05K
+ 43.2%
$17.24 - $21.61 $18.1K - $22.7K
3.48K $67K
PLXS
Plexus Corp

Technology
117
+ 390.0%
$110.95 - $136.15 $13K - $15.9K
147 $19K
RYN
Rayonier Inc

Real Estate
829
+ 213.66%
$22.12 - $28.02 $18.3K - $23.2K
1.22K $26K
RS
Reliance Steel & Aluminum CO

Basic Materials
44
+ 46.32%
$262.08 - $316.81 $11.5K - $13.9K
139 $43K
TCBI
Texas Capital Bancshares Inc

Financial Services
195
+ 812.5%
$61.24 - $79.4 $11.9K - $15.5K
219 $17K
TMDX
Trans Medics Group, Inc.

Healthcare
90
+ 145.16%
$67.67 - $143.04 $6.09K - $12.9K
152 $20K
MTN
Vail Resorts Inc

Consumer Cyclical
117
+ 19.5%
$131.42 - $164.64 $15.4K - $19.3K
717 $112K
WTFC
Wintrust Financial Corp

Financial Services
99
+ 28.21%
$95.17 - $124.21 $9.42K - $12.3K
450 $55K
ZD
Ziff Davis, Inc.

Communication Services
617
+ 149.76%
$29.53 - $38.63 $18.2K - $23.8K
1.03K $31K
MASS
908 Devices Inc.

Healthcare
180
+ 3.42%
$3.63 - $7.97 $653 - $1.43K
5.45K $38K
PPLT
Abrdn Platinum ETF Trust

ETFs
172
+ 137.6%
N/A
297 $26K
AOSL
Alpha & Omega Semiconductor LTD

Technology
548
+ 685.0%
$16.25 - $25.8 $8.91K - $14.1K
628 $16K
BIAF
Bio Affinity Technologies, Inc.

Healthcare
53.7K
New
$0.2 - $1.09 $10.7K - $58.6K
53.7K $15K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
1.96K
New
$6.47 - $8.05 $12.7K - $15.7K
1.96K $15K
BWA
Borgwarner Inc

Consumer Cyclical
246
+ 17.12%
$24.84 - $33.92 $6.11K - $8.34K
1.68K $56K
EAT
Brinker International, Inc

Consumer Cyclical
73
+ 105.8%
$128.68 - $181.78 $9.39K - $13.3K
142 $25K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
440
New
$27.65 - $36.12 $12.2K - $15.9K
440 $15K
CARG
Car Gurus, Inc.

Communication Services
271
+ 19.02%
$25.19 - $33.64 $6.83K - $9.12K
1.7K $56K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.41K
+ 47.79%
$9.25 - $10.26 $13K - $14.4K
4.35K $44K
ENSG
Ensign Group, Inc

Healthcare
42
+ 12.43%
$119.93 - $156.36 $5.04K - $6.57K
380 $58K
NVST
Envista Holdings Corp

Healthcare
782
+ 413.76%
$14.76 - $19.67 $11.5K - $15.4K
971 $18K
JETS
ETF Ser Solutions U S Global J

ETFs
500
+ 29.92%
$17.37 - $23.44 $8.69K - $11.7K
2.17K $49K
GRFS
Grifols Sa

Healthcare
221
+ 3.31%
$6.49 - $9.09 $1.43K - $2.01K
6.9K $62K
HAE
Haemonetics Corp

Healthcare
180
+ 152.54%
$56.04 - $74.77 $10.1K - $13.5K
298 $22K
IGE
Ishares Tr North Amern Nat Res

ETFs
369
+ 31.54%
$38.21 - $46.01 $14.1K - $17K
1.54K $68K
NTR
Nutrien Ltd.

Basic Materials
116
+ 12.37%
$46.88 - $62.89 $5.44K - $7.3K
1.05K $61K
ONB
Old National Bancorp

Financial Services
677
+ 18.72%
$17.95 - $22.57 $12.2K - $15.3K
4.29K $91K
ROM
Proshares Ultra Technology

ETFs
200
New
$39.98 - $76.11 $8K - $15.2K
200 $15K
XSW
Spdr S&P Software & Services E

ETFs
80
New
$141.65 - $189.82 $11.3K - $15.2K
80 $15K
SU
Suncor Energy Inc

Energy
454
+ 28.97%
$31.54 - $41.04 $14.3K - $18.6K
2.02K $75K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
560
+ 5.19%
$13.71 - $15.46 $7.68K - $8.66K
11.4K $175K
VTHR
Vanguard Russell 3000 ETF

ETFs
2
+ 0.34%
$218.71 - $272.75 $437 - $546
586 $159K
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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