Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
63
+ 0.9%
$38.18 - $45.52 $2.41K - $2.87K
7.05K $308K
DIOD
Diodes Inc

Technology
58
+ 17.52%
$34.26 - $52.89 $1.99K - $3.07K
389 $20K
DCI
Donaldson CO Inc

Industrials
80
+ 72.07%
$59.18 - $71.02 $4.73K - $5.68K
191 $13K
ECPG
Encore Capital Group Inc

Financial Services
81
+ 12.27%
$27.13 - $40.91 $2.2K - $3.31K
741 $28K
ESNT
Essent Group Ltd.

Financial Services
88
+ 40.18%
$52.78 - $61.24 $4.64K - $5.39K
307 $18K
FCPT
Four Corners Property Trust, Inc.

Real Estate
269
+ 36.55%
$26.06 - $28.7 $7.01K - $7.72K
1.01K $27K
GMAB
Genmab A/S

Healthcare
259
+ 35.77%
$17.98 - $23.09 $4.66K - $5.98K
983 $20K
GLBE
Global E Online Ltd.

Consumer Cyclical
192
+ 2400.0%
$29.18 - $42.39 $5.6K - $8.14K
200 $6K
GPOR
Gulfport Energy Corp

Energy
32
New
$158.62 - $206.57 $5.08K - $6.61K
32 $6K
GXO
Gxo Logistics, Inc.

Industrials
88
+ 88.0%
$31.53 - $49.1 $2.77K - $4.32K
188 $9K
IDA
Idacorp Inc

Utilities
66
+ 3.8%
$111.01 - $119.72 $7.33K - $7.9K
1.8K $207K
INDI
Indie Semiconductor, Inc.

Technology
553
+ 22.93%
$1.6 - $3.84 $885 - $2.12K
2.97K $10K
INVA
Innoviva, Inc.

Healthcare
295
+ 65.85%
$17.1 - $21.8 $5.04K - $6.43K
743 $14K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
300
New
$20.93 - $22.05 $6.28K - $6.62K
300 $6K
PFM
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.08%
$41.05 - $48.17 $82.1 - $96.3
2.61K $125K
JMIA
Jumia Technologies Ag

Consumer Cyclical
1.58K
New
$1.73 - $4.02 $2.73K - $6.34K
1.58K $6K
LBRDA
Liberty Broadband Corp

Communication Services
29
+ 14.72%
$72.28 - $100.2 $2.1K - $2.91K
226 $22K
METV
Listed Fds Tr Roundhill Ball M

ETFs
152
+ 15.15%
$11.59 - $17.03 $1.76K - $2.59K
1.16K $19K
MQ
Marqeta, Inc.

Technology
97
+ 3.11%
$3.71 - $5.88 $360 - $570
3.21K $18K
MFG
Mizuho Financial Group Inc

Financial Services
1.08K
+ 16.37%
$4.25 - $5.66 $4.6K - $6.12K
7.69K $42K
MC
Moelis & CO

Financial Services
95
+ 135.71%
$48.86 - $62.99 $4.64K - $5.98K
165 $10K
NRC
National Research Corp

Healthcare
401
+ 4455.56%
$10.13 - $17.24 $4.06K - $6.91K
410 $6K
NWS
News Corp New Cl B Com Stk (De

Communication Services
31
+ 2.95%
$27.41 - $34.31 $850 - $1.06K
1.08K $37K
NMIH
Nmi Holdings, Inc.

Financial Services
115
+ 106.48%
$32.79 - $42.24 $3.77K - $4.86K
223 $9K
NAK
Northern Dynasty Minerals LTD

Basic Materials
1.29K
+ 5.25%
$0.8 - $1.55 $1.03K - $1.99K
25.8K $34K
NVCR
Novo Cure LTD

Healthcare
300
+ 89.29%
$15.37 - $19.4 $4.61K - $5.82K
636 $11K
NUVL
Nuvalent, Inc.

Healthcare
76
+ 1520.0%
$59.32 - $79.68 $4.51K - $6.06K
81 $6K
PTEN
Patterson Uti Energy Inc

Energy
1.18K
+ 308.07%
$5.46 - $8.56 $6.46K - $10.1K
1.57K $9K
PFS
Provident Financial Services Inc

Financial Services
205
+ 2.59%
$14.69 - $17.98 $3.01K - $3.69K
8.13K $142K
PUK
Prudential PLC

Financial Services
165
+ 30.22%
$18.03 - $25.49 $2.97K - $4.21K
711 $17K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1.22K
+ 31.12%
$3.97 - $5.84 $4.85K - $7.13K
5.15K $26K
RNW
Re New Energy Global PLC

Utilities
835
+ 356.84%
$5.61 - $7.06 $4.68K - $5.9K
1.07K $7K
SFL
Sfl Corp Ltd.

Industrials
787
+ 624.6%
$7.1 - $8.92 $5.59K - $7.02K
913 $7K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
125
+ 44.17%
$29.03 - $38.72 $3.63K - $4.84K
408 $15K
THO
Thor Industries Inc

Consumer Cyclical
23
+ 7.47%
$64.83 - $89.72 $1.49K - $2.06K
331 $29K
UMC
United Microelectronics Corp

Technology
426
+ 6.48%
$6.12 - $8.32 $2.61K - $3.54K
7K $53K
VAL
Valaris LTD

Energy
129
+ 52.44%
$28.94 - $46.88 $3.73K - $6.05K
375 $15K
VBTX
Veritex Holdings, Inc.

Financial Services
233
+ 439.62%
$20.77 - $26.15 $4.84K - $6.09K
286 $7K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
80
+ 15.21%
$51.81 - $61.79 $4.14K - $4.94K
606 $37K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
88
+ 16.0%
$42.54 - $50.99 $3.74K - $4.49K
638 $32K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
227
+ 39.48%
$26.94 - $34.72 $6.12K - $7.88K
802 $25K
AL
Air Lease Corp

Industrials
15
+ 3.28%
$40.46 - $58.71 $607 - $881
472 $27K
AGI
Alamos Gold Inc

Basic Materials
184
+ 1672.73%
$23.81 - $30.33 $4.38K - $5.58K
195 $5K
MT
Arcelor Mittal

Basic Materials
94
+ 21.08%
$23.47 - $31.65 $2.21K - $2.98K
540 $17K
AZEK
Azek CO Inc.

Industrials
62
+ 15.74%
$43.39 - $54.86 $2.69K - $3.4K
456 $24K
BNS
Bank Of Nova Scotia

Financial Services
48
+ 17.52%
$44.56 - $55.27 $2.14K - $2.65K
322 $17K
BNL
Broadstone Net Lease, Inc.

Real Estate
362
+ 34.54%
$14.72 - $17.13 $5.33K - $6.2K
1.41K $22K
CFFN
Capitol Federal Financial, Inc.

Financial Services
764
+ 848.89%
$5.03 - $6.1 $3.84K - $4.66K
854 $5K
CMPR
Cimpress PLC

Communication Services
117
+ 377.42%
$39.23 - $47.35 $4.59K - $5.54K
148 $6K
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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