Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ALE
Allete Inc

Utilities
82
+ 18.39%
$63.53 - $65.71 $5.21K - $5.39K
528 $33K
AMN
Amn Healthcare Services Inc

Healthcare
201
+ 137.67%
$17.79 - $23.8 $3.58K - $4.78K
347 $7K
ARDX
Ardelyx, Inc.

Healthcare
1.11K
+ 233.4%
$3.28 - $5.51 $3.64K - $6.12K
1.59K $6K
AGX
Argan Inc

Industrials
13
+ 216.67%
$120.08 - $243.11 $1.56K - $3.16K
19 $4K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
166
+ 43.12%
$9.99 - $16.97 $1.66K - $2.82K
551 $8K
ALV
Autoliv Inc

Consumer Cyclical
26
+ 52.0%
$76.77 - $113.1 $2K - $2.94K
76 $8K
AVT
Avnet Inc

Technology
54
+ 30.0%
$41.51 - $53.08 $2.24K - $2.87K
234 $12K
AX
Axos Financial, Inc.

Financial Services
53
New
$56.36 - $76.85 $2.99K - $4.07K
53 $4K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
461
New
$9.28 - $10.1 $4.28K - $4.66K
461 $4K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
7
+ 0.3%
$6.26 - $9.51 $43.8 - $66.6
2.36K $20K
BXP
Boston Properties Inc

Real Estate
60
+ 6.17%
$56.86 - $74.12 $3.41K - $4.45K
1.03K $69K
WHD
Cactus, Inc.

Energy
93
+ 80.17%
$35.05 - $47.38 $3.26K - $4.41K
209 $9K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
250
+ 1785.71%
$11.68 - $19.18 $2.92K - $4.8K
264 $4K
CBL
Cbl & Associates Properties Inc

Real Estate
180
+ 428.57%
$22.42 - $27.27 $4.04K - $4.91K
222 $5K
CIFR
Cipher Mining Inc.

Financial Services
742
+ 481.82%
$2.1 - $4.78 $1.56K - $3.55K
896 $4K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
225
+ 125.7%
$21.27 - $26.73 $4.79K - $6.01K
404 $8K
CLOV
Clover Health Investments, Corp.

Healthcare
1.77K
+ 146.24%
$2.74 - $3.77 $4.85K - $6.68K
2.98K $8K
CNDT
Conduent Inc

Technology
1.39K
+ 476.29%
$1.97 - $2.81 $2.73K - $3.89K
1.68K $4K
CRSR
Corsair Gaming, Inc.

Technology
417
+ 108.03%
$5.79 - $9.7 $2.41K - $4.04K
803 $7K
DNN
Denison Mines Corp.

Energy
2.3K
+ 1854.84%
$1.15 - $1.86 $2.65K - $4.28K
2.42K $4K
DBX
Dropbox, Inc.

Technology
10
+ 0.58%
$25.42 - $29.7 $254 - $297
1.73K $49K
FSLY
Fastly, Inc.

Technology
579
+ 88.94%
$5.0 - $8.28 $2.9K - $4.79K
1.23K $8K
FDIS
Fidelity Covington Tr Msci Con

ETFs
19
+ 8.41%
$75.33 - $94.56 $1.43K - $1.8K
245 $23K
FSBC
Five Star Bancorp

Financial Services
19
+ 0.4%
$25.15 - $29.45 $478 - $560
4.8K $137K
NFRA
Flexshares Stoxx Global Broad

ETFs
51
+ 13.82%
$53.49 - $61.88 $2.73K - $3.16K
420 $25K
FTDR
Frontdoor, Inc.

Consumer Cyclical
33
+ 44.0%
$37.35 - $59.68 $1.23K - $1.97K
108 $6K
GNL
Global Net Lease, Inc.

Real Estate
1.24K
+ 10.39%
$6.82 - $8.08 $8.46K - $10K
13.2K $99K
GRNT
Granite Ridge Resources, Inc.
539
+ 508.49%
$4.69 - $6.66 $2.53K - $3.59K
645 $4K
IDYA
Ideaya Biosciences, Inc.

Healthcare
136
+ 60.18%
$14.5 - $22.63 $1.97K - $3.08K
362 $7K
PI
Impinj Inc

Technology
22
+ 25.58%
$62.54 - $125.05 $1.38K - $2.75K
108 $11K
INFY
Infosys LTD

Technology
166
+ 5.76%
$16.14 - $18.75 $2.68K - $3.11K
3.05K $56K
IPAR
Inter Parfums Inc

Consumer Defensive
28
+ 233.33%
$99.7 - $141.48 $2.79K - $3.96K
40 $5K
IXC
Ishares Tr Global Energy ETF

ETFs
113
+ 30.46%
$34.69 - $42.32 $3.92K - $4.78K
484 $19K
IYE
Ishares Tr

ETFs
201
+ 17.96%
$40.36 - $49.67 $8.11K - $9.98K
1.32K $59K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
470
New
$9.45 - $10.72 $4.44K - $5.04K
470 $4K
RAMP
Live Ramp Holdings, Inc.

Technology
88
+ 93.62%
$23.55 - $33.5 $2.07K - $2.95K
182 $6K
MTRN
Materion Corp

Basic Materials
49
+ 288.24%
$72.15 - $84.25 $3.54K - $4.13K
66 $5K
MAX
Media Alpha, Inc.

Communication Services
382
+ 326.5%
$7.49 - $11.12 $2.86K - $4.25K
499 $5K
MBWM
Mercantile Bank Corp

Financial Services
84
+ 494.12%
$38.53 - $46.41 $3.24K - $3.9K
101 $4K
MCR
Mfs Charter Income Trust

Financial Services
486
+ 16.2%
$5.89 - $6.36 $2.86K - $3.09K
3.49K $22K
MOFG
Mid West One Financial Group, Inc.

Financial Services
133
+ 246.3%
$25.39 - $29.92 $3.38K - $3.98K
187 $5K
MYE
Myers Industries Inc

Consumer Cyclical
240
+ 406.78%
$9.13 - $14.87 $2.19K - $3.57K
299 $4K
MYRG
Myr Group Inc.

Industrials
10
+ 29.41%
$101.85 - $182.61 $1.02K - $1.83K
44 $7K
NSSC
Napco Security Technologies, Inc

Industrials
110
+ 100.0%
$19.82 - $29.82 $2.18K - $3.28K
220 $6K
NCR
Ncr Corp

Technology
259
+ 28.84%
N/A
1.16K $18K
NFE
New Fortress Energy Inc.

Utilities
1.54K
+ 518.92%
$2.04 - $8.57 $3.13K - $13.2K
1.83K $6K
NGD
New Gold Inc.

Basic Materials
500
+ 50.0%
$2.98 - $4.95 $1.49K - $2.48K
1.5K $7K
NFBK
Northfield Bancorp, Inc.

Financial Services
346
+ 105.81%
$9.54 - $12.21 $3.3K - $4.22K
673 $7K
NOVT
Novanta Inc

Technology
23
+ 191.67%
N/A
35 $5K
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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