Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CHKP
Check Point Software Technologies LTD

Technology
63
+ 6.18%
$204.26 - $233.47 $12.9K - $14.7K
1.08K $239K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
42
+ 17.07%
$105.8 - $131.55 $4.44K - $5.53K
288 $37K
DHIL
Diamond Hill Investment Group Inc

Financial Services
48
+ 266.67%
$125.49 - $145.8 $6.02K - $7K
66 $9K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
119
+ 37.42%
$46.92 - $55.01 $5.58K - $6.55K
437 $23K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
66
+ 4.61%
$22.56 - $29.85 $1.49K - $1.97K
1.5K $42K
HBNC
Horizon Bancorp Inc

Financial Services
476
+ 208.77%
$12.92 - $15.88 $6.15K - $7.56K
704 $10K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
200
+ 200.0%
$25.48 - $31.98 $5.1K - $6.4K
300 $9K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
5.35K
+ 560.38%
$1.66 - $3.61 $8.87K - $19.3K
6.3K $10K
EWC
Ishares Msci Canada ETF

ETFs
56
+ 7.72%
$37.17 - $46.2 $2.08K - $2.59K
781 $36K
IDV
Ishares Tr

ETFs
113
+ 14.66%
$27.79 - $34.84 $3.14K - $3.94K
884 $30K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
178
+ 1369.23%
$33.19 - $40.78 $5.91K - $7.26K
191 $7K
KNTK
Kinetik Holdings Inc.

Energy
161
+ 143.75%
$40.12 - $53.83 $6.46K - $8.67K
273 $12K
LZ
Legalzoom.Com, Inc.

Industrials
825
New
$6.61 - $9.71 $5.45K - $8.01K
825 $7K
LC
Lending Club Corp

Financial Services
479
+ 83.89%
$8.56 - $12.03 $4.1K - $5.76K
1.05K $12K
LPX
Louisiana Pacific Corp

Industrials
79
+ 282.14%
$81.16 - $95.48 $6.41K - $7.54K
107 $9K
MTH
Meritage Homes Corp

Consumer Cyclical
125
+ 49.02%
$62.44 - $71.44 $7.81K - $8.93K
380 $25K
AINV
Apollo Investment Corp

Financial Services
666
+ 26.04%
N/A
3.22K $35K
MIR
Mirion Technologies, Inc.

Industrials
234
+ 94.74%
$12.7 - $21.71 $2.97K - $5.08K
481 $10K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
70
+ 7.22%
$17.57 - $24.45 $1.23K - $1.71K
1.04K $25K
PPBI
Pacific Premier Bancorp Inc

Financial Services
379
New
$18.35 - $22.87 $6.95K - $8.67K
379 $7K
PINC
Premier, Inc.

Healthcare
207
+ 22.97%
$18.94 - $23.3 $3.92K - $4.82K
1.11K $24K
PCOR
Procore Technologies, Inc.

Technology
92
+ 36.8%
$56.26 - $72.4 $5.18K - $6.66K
342 $23K
PGNY
Progyny, Inc.

Healthcare
328
+ 56.75%
$20.52 - $23.42 $6.73K - $7.68K
906 $19K
REXR
Rexford Industrial Realty, Inc.

Real Estate
223
+ 119.89%
$31.57 - $39.41 $7.04K - $8.79K
409 $14K
RIOT
Riot Blockchain, Inc.

Technology
347
+ 47.99%
$6.29 - $11.3 $2.18K - $3.92K
1.07K $12K
SAND
Sandstorm Gold LTD

Basic Materials
508
+ 50.8%
$6.82 - $9.53 $3.46K - $4.84K
1.51K $14K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
314
+ 1570.0%
$19.16 - $23.81 $6.02K - $7.48K
334 $7K
SNX
Td Synnex Corp

Technology
30
+ 32.61%
$95.81 - $137.79 $2.87K - $4.13K
122 $16K
TFSL
Tfs Financial Corp

Financial Services
517
+ 55.24%
$11.62 - $13.54 $6.01K - $7K
1.45K $18K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
220
+ 52.51%
$28.96 - $32.46 $6.37K - $7.14K
639 $20K
UAA
Under Armour, Inc.

Consumer Cyclical
508
+ 9.71%
$4.94 - $7.03 $2.51K - $3.57K
5.74K $39K
VIAV
Viavi Solutions Inc.

Technology
872
+ 74.4%
$8.99 - $11.41 $7.84K - $9.95K
2.04K $20K
VC
Visteon Corp

Consumer Cyclical
75
+ 250.0%
$67.04 - $94.19 $5.03K - $7.06K
105 $9K
W
Wayfair Inc.

Consumer Cyclical
97
+ 77.6%
$24.14 - $51.22 $2.34K - $4.97K
222 $11K
WK
Workiva Inc

Technology
108
+ 91.53%
$61.91 - $77.12 $6.69K - $8.33K
226 $15K
PPC
Pilgrims Pride Corp

Consumer Defensive
150
+ 119.05%
$44.55 - $56.26 $6.68K - $8.44K
276 $12K
ATRO
Astronics Corp

Industrials
182
New
$20.03 - $35.81 $3.65K - $6.52K
182 $6K
ADPT
Adaptive Biotechnologies Corp

Healthcare
104
+ 9.45%
$6.83 - $12.16 $710 - $1.26K
1.21K $14K
ADNT
Adient PLC

Consumer Cyclical
170
+ 55.92%
$10.34 - $19.72 $1.76K - $3.35K
474 $9K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
1.41K
+ 1435.71%
$3.1 - $4.72 $4.36K - $6.64K
1.51K $6K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
659
+ 457.64%
$7.98 - $10.06 $5.26K - $6.63K
803 $7K
ATO
Atmos Energy Corp

Utilities
38
+ 2.94%
$145.06 - $162.66 $5.51K - $6.18K
1.33K $205K
RNA
Avidity Biosciences, Inc.

Healthcare
243
+ 53.52%
$24.08 - $36.24 $5.85K - $8.81K
697 $19K
BKH
Black Hills Corp

Utilities
264
+ 13.59%
$55.66 - $61.75 $14.7K - $16.3K
2.21K $123K
CRC
California Resources Corp

Energy
131
+ 256.86%
$32.4 - $47.27 $4.24K - $6.19K
182 $8K
CWST
Casella Waste Systems Inc

Industrials
14
+ 1.35%
$103.78 - $120.37 $1.45K - $1.69K
1.05K $121K
CHCT
Community Healthcare Trust Inc

Real Estate
420
New
$14.97 - $18.3 $6.29K - $7.69K
420 $6K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
297
New
$11.16 - $25.9 $3.31K - $7.69K
297 $6K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
46
+ 12.92%
$16.06 - $32.77 $739 - $1.51K
402 $12K
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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