Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SXC
Sun Coke Energy, Inc.

Basic Materials
1.62K
+ 80.64%
$7.75 - $9.8 $12.6K - $15.9K
3.63K $31K
PCVX
Vaxcyte, Inc.

Healthcare
419
+ 581.94%
$28.04 - $37.2 $11.7K - $15.6K
491 $15K
AR
Antero Resources Corp

Energy
298
+ 45.02%
$31.92 - $43.78 $9.51K - $13K
960 $38K
ARKG
Ark Genomic Revolution ETF (De

ETFs
251
+ 14.29%
$18.34 - $24.56 $4.6K - $6.16K
2.01K $48K
ACLS
Axcelis Technologies Inc

Technology
31
+ 6.38%
$42.42 - $70.92 $1.32K - $2.2K
517 $36K
LPG
Dorian Lpg Ltd.

Energy
436
+ 90.46%
$17.34 - $25.75 $7.56K - $11.2K
918 $22K
FNX
First Tr Mid Cap Core Alphadex

ETFs
1
+ 0.05%
$94.92 - $114.85 $94.9 - $115
2.08K $238K
FCFS
First Cash Holdings, Inc.

Financial Services
35
+ 7.46%
$118.0 - $137.63 $4.13K - $4.82K
504 $68K
IRBO
Ishares Robotics & Artificial

ETFs
369
+ 19.24%
N/A
2.29K $73K
KSS
Kohls Corp

Consumer Cyclical
1.12K
+ 11.66%
$6.13 - $9.4 $6.85K - $10.5K
10.7K $90K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
67
+ 19.25%
$90.58 - $109.05 $6.07K - $7.31K
415 $45K
PTCT
Ptc Therapeutics, Inc.

Healthcare
245
+ 355.07%
$36.19 - $52.13 $8.87K - $12.8K
314 $15K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
307
New
$40.41 - $40.68 $12.4K - $12.5K
307 $12K
ASX
Ase Technology Holding Co., Ltd.

Technology
424
+ 9.9%
$7.42 - $10.65 $3.15K - $4.52K
4.71K $48K
BPMC
Blueprint Medicines Corp

Healthcare
74
+ 157.45%
$79.22 - $128.4 $5.86K - $9.5K
121 $15K
CUK
Carnival PLC

Consumer Cyclical
411
+ 345.38%
$14.76 - $25.51 $6.07K - $10.5K
530 $13K
CMS
Cms Energy Corp

Utilities
319
+ 16.86%
$68.57 - $75.51 $21.9K - $24.1K
2.21K $153K
DDS
Dillard'S, Inc.

Consumer Cyclical
18
+ 36.0%
$294.77 - $422.75 $5.31K - $7.61K
68 $28K
GRF
Eagle Capital Growth Fund, Inc.

Financial Services
1.13K
New
$9.15 - $10.0 $10.3K - $11.3K
1.13K $11K
E
Eni Spa

Energy
219
+ 8.22%
$25.19 - $32.93 $5.52K - $7.21K
2.88K $93K
EXTR
Extreme Networks Inc

Technology
90
+ 4.56%
$10.84 - $17.97 $976 - $1.62K
2.06K $37K
FDT
First Trust Developed Markets

ETFs
170
New
$52.2 - $68.76 $8.87K - $11.7K
170 $11K
FMX
Mexican Economic Development Inc

Consumer Defensive
87
+ 34.39%
$92.5 - $107.84 $8.05K - $9.38K
340 $35K
XT
Ishares Tr Exponential Technol

ETFs
1
+ 0.07%
$49.86 - $65.25 $49.9 - $65.3
1.42K $92K
SMIN
Ishares Msci India Small Cap I

ETFs
115
+ 50.66%
$64.64 - $77.18 $7.43K - $8.88K
342 $26K
KRP
Kimbell Royalty Partners, LP

Energy
800
New
$11.58 - $14.61 $9.26K - $11.7K
800 $11K
KT
Kt Corp

Communication Services
454
+ 97.63%
$16.71 - $20.78 $7.59K - $9.43K
919 $19K
MSB
Mesabi Trust

Basic Materials
500
New
$22.73 - $28.99 $11.4K - $14.5K
500 $11K
CIF
Mfs Intermediate High Income Fund

Financial Services
6.78K
New
$1.54 - $1.74 $10.4K - $11.8K
6.78K $11K
MKSI
Mks Instruments Inc

Technology
54
+ 18.18%
$58.78 - $100.27 $3.17K - $5.41K
351 $34K
NXE
Nex Gen Energy Ltd.

Energy
1.63K
New
$4.06 - $6.99 $6.61K - $11.4K
1.63K $11K
ORLA
Orla Mining Ltd.

Basic Materials
1.19K
New
$8.21 - $12.35 $9.79K - $14.7K
1.19K $11K
RCAT
Red Cat Holdings, Inc.

Technology
1.53K
New
$4.66 - $9.19 $7.12K - $14K
1.53K $11K
RELX
Relx PLC

Communication Services
68
+ 3.9%
$45.31 - $55.66 $3.08K - $3.78K
1.81K $98K
RCI
Rogers Communications Inc

Communication Services
334
+ 90.03%
$23.54 - $29.66 $7.86K - $9.91K
705 $20K
SITE
Site One Landscape Supply, Inc.

Industrials
90
+ 61.22%
$104.79 - $127.3 $9.43K - $11.5K
237 $28K
SKM
Sk Telecom CO LTD

Communication Services
437
+ 157.76%
$20.0 - $23.35 $8.74K - $10.2K
714 $16K
SSNC
Ss&C Technologies Holdings Inc

Technology
146
+ 7.24%
$71.96 - $83.42 $10.5K - $12.2K
2.16K $179K
SYM
Symbotic Inc.

Financial Services
275
+ 491.07%
$17.5 - $38.85 $4.81K - $10.7K
331 $12K
TDY
Teledyne Technologies Inc

Technology
14
+ 5.69%
$435.54 - $512.31 $6.1K - $7.17K
260 $133K
BOAT
Tidal ETF Tr Sonicshares Globa

ETFs
406
New
$22.45 - $30.99 $9.11K - $12.6K
406 $11K
RIG
Transocean Ltd.

Energy
4.79K
+ 283.38%
$2.13 - $3.32 $10.2K - $15.9K
6.48K $16K
VMI
Valmont Industries Inc

Industrials
22
+ 28.95%
$263.86 - $333.86 $5.8K - $7.34K
98 $32K
VKTX
Viking Therapeutics, Inc.

Healthcare
352
+ 58.37%
$19.98 - $29.49 $7.03K - $10.4K
955 $25K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
296
New
$32.08 - $39.57 $9.5K - $11.7K
296 $11K
LAD
Lithia Motors Inc

Consumer Cyclical
18
+ 20.93%
$271.94 - $339.35 $4.89K - $6.11K
104 $35K
APLE
Apple Hospitality Reit, Inc.

Real Estate
860
+ 187.36%
$10.66 - $12.92 $9.17K - $11.1K
1.32K $15K
APLD
Applied Blockchain, Inc.

Financial Services
919
+ 850.93%
$3.53 - $13.86 $3.24K - $12.7K
1.03K $10K
ABR
Arbor Realty Trust Inc

Real Estate
1.13K
+ 77.77%
$8.92 - $11.89 $10.1K - $13.4K
2.58K $27K
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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