Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RNG
Ring Central, Inc.

Technology
304
+ 800.0%
$21.51 - $28.36 $6.54K - $8.62K
342 $9K
SBSW
Sibanye Stillwater LTD

Basic Materials
626
+ 42.59%
$3.22 - $7.55 $2.02K - $4.73K
2.1K $15K
SKYT
Sky Water Technology, Inc

Technology
282
+ 13.46%
$5.85 - $10.45 $1.65K - $2.95K
2.38K $23K
SNN
Smith & Nephew PLC

Healthcare
135
+ 6.04%
$24.97 - $30.63 $3.37K - $4.14K
2.37K $72K
RWO
Spdr Dow Jones Global Real Est

ETFs
203
+ 75.19%
$38.85 - $45.0 $7.89K - $9.14K
473 $20K
SPTS
Spdr Portfolio Short Term Trea

ETFs
255
+ 1.08%
$29.07 - $29.38 $7.41K - $7.49K
23.8K $696K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1
+ 0.06%
$40.79 - $50.93 $40.8 - $50.9
1.66K $84K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
5
+ 0.59%
$63.06 - $78.98 $315 - $395
859 $67K
STRA
Strategic Education, Inc.

Consumer Defensive
104
+ 200.0%
$77.09 - $92.26 $8.02K - $9.6K
156 $13K
SLVM
Sylvamo Corp

Basic Materials
209
+ 202.91%
$50.1 - $68.36 $10.5K - $14.3K
312 $15K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
200
+ 163.93%
$32.65 - $41.54 $6.53K - $8.31K
322 $13K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
1.86K
New
$4.27 - $5.08 $7.95K - $9.46K
1.86K $9K
VOYA
Voya Financial, Inc.

Financial Services
121
+ 153.16%
$54.27 - $71.0 $6.57K - $8.59K
200 $14K
WIT
Wipro LTD

Technology
2.96K
+ 19.72%
$2.7 - $3.09 $7.99K - $9.15K
18K $54K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
1
+ 0.05%
$52.66 - $64.01 $52.7 - $64
1.88K $120K
ACMR
Acm Research, Inc.

Technology
323
+ 3588.89%
$18.33 - $26.51 $5.92K - $8.56K
332 $8K
AZTA
Azenta, Inc.

Healthcare
462
+ 29.09%
$25.03 - $35.41 $11.6K - $16.4K
2.05K $63K
OZK
Bank Ozk

Financial Services
149
+ 139.25%
$37.58 - $47.34 $5.6K - $7.05K
256 $12K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
500
New
$13.91 - $16.31 $6.96K - $8.15K
500 $8K
BPT
Bp Prudhoe Bay Royalty Trust

Energy
16.9K
+ 6969.14%
$0.5 - $0.79 $8.47K - $13.4K
17.2K $8K
BC
Brunswick Corp

Consumer Cyclical
137
+ 24.55%
$41.93 - $58.37 $5.74K - $8K
695 $38K
CCS
Century Communities, Inc.

Consumer Cyclical
160
+ 145.45%
$51.04 - $67.94 $8.17K - $10.9K
270 $15K
CWEN
Clearway Energy, Inc.

Utilities
180
+ 13.27%
$26.74 - $32.22 $4.81K - $5.8K
1.54K $49K
AG
First Majestic Silver Corp

Basic Materials
1
+ 0.02%
$5.24 - $8.55 $5.24 - $8.55
5.16K $42K
INSW
International Seaways, Inc.

Energy
177
+ 55.49%
$28.76 - $40.96 $5.09K - $7.25K
496 $18K
EPP
Ishares Inc

ETFs
170
+ 340.0%
$38.85 - $49.83 $6.6K - $8.47K
220 $10K
IGLB
Ishares 10+ Year Investment Gr

ETFs
167
+ 58.39%
$47.55 - $50.44 $7.94K - $8.42K
453 $22K
AOK
Ishares Tr Core Conservative A

ETFs
77
+ 2.19%
$36.09 - $39.07 $2.78K - $3.01K
3.59K $140K
KEX
Kirby Corp

Industrials
33
+ 10.86%
$87.32 - $114.99 $2.88K - $3.79K
337 $38K
LEGN
Legend Biotech Corp

Healthcare
216
+ 502.33%
$27.69 - $37.91 $5.98K - $8.19K
259 $9K
MXL
Maxlinear Inc

Technology
413
+ 76.34%
$9.15 - $14.32 $3.78K - $5.91K
954 $13K
MTX
Minerals Technologies Inc

Basic Materials
132
+ 942.86%
$50.93 - $63.06 $6.72K - $8.32K
146 $8K
OTIS
Otis Worldwide Corp

Industrials
1.45K
+ 4.47%
$90.88 - $104.3 $132K - $151K
33.8K $3.35M
PEN
Penumbra Inc

Healthcare
37
+ 26.43%
$253.22 - $299.78 $9.37K - $11.1K
177 $45K
PLBC
Plumas Bancorp

Financial Services
4
+ 0.06%
$39.89 - $46.93 $160 - $188
7.2K $319K
REZI
Resideo Technologies, Inc.

Industrials
161
+ 16.18%
$14.69 - $22.46 $2.37K - $3.62K
1.16K $25K
RZLT
Rezolute, Inc.

Healthcare
2K
New
$2.47 - $4.46 $4.94K - $8.92K
2K $8K
SLAB
Silicon Laboratories Inc.

Technology
25
+ 20.49%
$86.17 - $148.63 $2.15K - $3.72K
147 $21K
TGB
Taseko Mines LTD

Basic Materials
1K
+ 18.73%
$1.7 - $3.15 $1.7K - $3.15K
6.34K $19K
TEF
Telefonica S A

Communication Services
1.55K
+ 173.41%
$4.37 - $5.39 $6.78K - $8.37K
2.45K $12K
TNC
Tennant CO

Industrials
111
New
$68.18 - $81.07 $7.57K - $9K
111 $8K
LPI
Laredo Petroleum, Inc.

Energy
180
+ 168.22%
N/A
287 $13K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
1.25K
New
N/A
1.25K $8K
ZG
Zillow Group, Inc.

Communication Services
37
+ 1.18%
$59.44 - $70.64 $2.2K - $2.61K
3.18K $217K
ACCO
Acco Brands Corp

Industrials
2.24K
+ 435.73%
$3.37 - $4.28 $7.56K - $9.6K
2.76K $9K
ARBE
Arbe Robotics Ltd.

Technology
4K
New
$0.94 - $1.93 $3.76K - $7.72K
4K $7K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
3
+ 0.27%
$16.01 - $24.16 $48 - $72.5
1.1K $26K
BMRC
Bank Of Marin Bancorp

Financial Services
171
+ 4.42%
$19.65 - $23.1 $3.36K - $3.95K
4.04K $92K
CALX
Calix, Inc

Technology
42
+ 18.67%
$31.25 - $53.19 $1.31K - $2.23K
267 $14K
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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