Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOC
Voc Energy Trust

Energy
5.3K
New
$2.51 - $3.32 $13.3K - $17.6K
5.3K $15K
WD
Walker & Dunlop, Inc.

Financial Services
257
+ 115.77%
$66.0 - $85.06 $17K - $21.9K
479 $33K
WTW
Willis Towers Watson PLC

Financial Services
97
+ 22.15%
$295.96 - $337.43 $28.7K - $32.7K
535 $163K
ACNB
Acnb Corp

Financial Services
300
+ 42.86%
$38.45 - $44.18 $11.5K - $13.3K
1K $42K
AMBA
Ambarella Inc

Technology
195
+ 182.24%
$40.3 - $69.3 $7.86K - $13.5K
302 $19K
AMSC
American Superconductor Corp

Industrials
46
+ 7.2%
$15.8 - $37.12 $727 - $1.71K
685 $25K
ARLO
Arlo Technologies, Inc.

Industrials
278
+ 21.0%
$8.41 - $17.36 $2.34K - $4.83K
1.6K $27K
BOC
Boston Omaha Corp

Communication Services
1K
New
$13.6 - $15.64 $13.6K - $15.6K
1K $14K
GTLS
Chart Industries Inc

Industrials
70
+ 74.47%
$115.08 - $175.5 $8.06K - $12.3K
164 $27K
FSMD
Fidelity Covington Tr Small Mi

ETFs
305
+ 80.69%
$34.67 - $41.47 $10.6K - $12.6K
683 $28K
GLNG
Golar Lng LTD

Energy
300
+ 43.48%
$30.7 - $42.63 $9.21K - $12.8K
990 $40K
GFI
Gold Fields LTD

Basic Materials
484
+ 31.78%
$19.94 - $25.71 $9.65K - $12.4K
2.01K $47K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
626
+ 11.15%
$20.12 - $21.0 $12.6K - $13.1K
6.24K $130K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
627
+ 43.94%
$20.23 - $21.04 $12.7K - $13.2K
2.05K $43K
KGC
Kinross Gold Corp

Basic Materials
901
+ 2002.22%
$11.79 - $15.85 $10.6K - $14.3K
946 $14K
MCY
Mercury General Corp

Financial Services
129
+ 25.49%
$49.04 - $67.34 $6.33K - $8.69K
635 $42K
NAT
Nordic American Tankers LTD

Industrials
3.51K
+ 341.11%
N/A
4.54K $18K
PDS
Precision Drilling Corp

Energy
311
New
$38.04 - $51.55 $11.8K - $16K
311 $14K
ROP
Roper Technologies Inc

Industrials
53
+ 7.27%
$519.19 - $590.78 $27.5K - $31.3K
782 $443K
SEE
Sealed Air Corp

Consumer Cyclical
441
+ 383.48%
$23.93 - $32.95 $10.6K - $14.5K
556 $17K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
408
+ 5.09%
$28.21 - $28.85 $11.5K - $11.8K
8.42K $242K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
955
+ 53.11%
$12.23 - $15.46 $11.7K - $14.8K
2.75K $41K
WULF
Terawulf Inc.

Financial Services
279
+ 3.6%
$2.24 - $4.53 $625 - $1.26K
8.02K $35K
WLK
Westlake Corp

Basic Materials
487
+ 52.82%
$69.83 - $102.01 $34K - $49.7K
1.41K $106K
IHDG
Wisdomtree Tr

ETFs
73
+ 1.12%
$38.54 - $46.0 $2.81K - $3.36K
6.58K $296K
XPO
Xpo Logistics, Inc.

Industrials
11
+ 1.57%
$91.46 - $128.1 $1.01K - $1.41K
710 $89K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
63
+ 5.27%
$58.52 - $71.7 $3.69K - $4.52K
1.26K $86K
ATI
Allegheny Technologies Inc

Industrials
19
+ 5.67%
$41.97 - $86.8 $797 - $1.65K
354 $30K
CR
Crane Holdings, Co.

Industrials
7
+ 2.3%
$132.79 - $189.89 $930 - $1.33K
312 $59K
ESLT
Elbit Systems LTD

Industrials
6
+ 3.7%
$364.73 - $454.9 $2.19K - $2.73K
168 $75K
ENR
Energizer Holdings, Inc.

Industrials
805
+ 226.12%
$19.83 - $29.97 $16K - $24.1K
1.16K $23K
FNB
Fnb Corp

Financial Services
426
+ 7.75%
$11.48 - $14.58 $4.89K - $6.21K
5.93K $86K
FCNCA
First Citizens Bancshares Inc

Financial Services
6
+ 35.29%
$1561.69 - $1966.55 $9.37K - $11.8K
23 $44K
GMS
Gms Inc.

Industrials
2
+ 0.56%
$66.73 - $108.75 $133 - $218
357 $38K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
66
+ 7.03%
$96.02 - $124.33 $6.34K - $8.21K
1.01K $115K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
249
+ 4.82%
$49.98 - $50.26 $12.4K - $12.5K
5.41K $271K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
149
+ 59.36%
$53.5 - $71.62 $7.97K - $10.7K
400 $28K
IRTC
I Rhythm Technologies, Inc.

Healthcare
3
+ 1.21%
$96.84 - $154.71 $291 - $464
250 $38K
EWA
Ishares Msci Australia ETF

ETFs
500
New
$20.82 - $26.71 $10.4K - $13.4K
500 $13K
IYF
Ishares Tr

ETFs
33
+ 3.11%
$99.23 - $120.99 $3.27K - $3.99K
1.1K $132K
MORN
Morningstar, Inc.

Financial Services
38
+ 32.48%
$255.31 - $313.93 $9.7K - $11.9K
155 $48K
MVBF
Mvb Financial Corp

Financial Services
596
New
$15.72 - $22.53 $9.37K - $13.4K
596 $13K
NWL
Newell Brands Inc.

Consumer Defensive
2.49K
+ 444.72%
$4.48 - $6.27 $11.1K - $15.6K
3.05K $16K
PRK
Park National Corp

Financial Services
17
+ 2.47%
$141.75 - $170.63 $2.41K - $2.9K
704 $117K
PBF
Pbf Energy Inc.

Energy
411
+ 24.89%
$14.37 - $24.39 $5.91K - $10K
2.06K $44K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
1.01K
+ 7746.15%
$12.24 - $13.88 $12.3K - $14K
1.02K $13K
SMG
Scotts Miracle Gro CO

Basic Materials
145
+ 50.0%
$48.21 - $66.48 $6.99K - $9.64K
435 $28K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
500
New
$22.01 - $27.62 $11K - $13.8K
500 $13K
SPXC
Spx Corp

Industrials
20
+ 8.4%
$120.66 - $167.68 $2.41K - $3.35K
258 $43K
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