Allworth Financial LP Purchases in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
0
New
$14.27 - $15.19 $0 - $0
0 $0
Root Inc
3
New
N/A
3 $0
Roundhill ETF Trust
1.63K
New
N/A
1.63K $0
Rubrik Inc.
26
New
N/A
26 $0
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
7
New
$51.68 - $58.59 $362 - $410
7 $0
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
89
New
$9.68 - $16.7 $862 - $1.49K
89 $0
RXO
Rxo, Inc.
29
+ 48.33%
$17.65 - $26.81 $512 - $777
89 $1K
RXST
Rx Sight, Inc.

Healthcare
10
New
$24.37 - $35.84 $244 - $358
10 $0
Sable Offshore Corp
6
New
N/A
6 $0
SABR
Sabre Corp

Consumer Cyclical
37
+ 17.96%
$2.81 - $4.52 $104 - $167
243 $0
SJT
San Juan Basin Royalty Trust

Energy
1
+ 0.35%
$3.78 - $5.63 $3.78 - $5.63
289 $1K
Sandisk Corp
173
New
N/A
173 $0
SVRA
Savara Inc

Healthcare
136
+ 6.65%
$2.32 - $3.14 $316 - $427
2.18K $6K
Savers Value Vlg Inc
144
+ 436.36%
N/A
177 $0
SNDR
Schneider National, Inc.

Industrials
25
+ 60.98%
$22.65 - $30.73 $566 - $768
66 $1K
Schwab Strategic Tr
52
New
N/A
52 $0
SCMB
Schwab Strategic Tr Mun Bd ETF
1.15K
New
N/A
1.15K $0
SDRL
Seadrill Limited

Energy
193
+ 2144.44%
N/A
202 $0
Series Portfolios Tr
553
New
N/A
553 $0
Serve Robotics Inc
36
+ 4.0%
N/A
936 $0
Sezzle Inc
5
+ 500.0%
N/A
6 $0
Sharkninja Inc
248
+ 406.56%
N/A
309 $0
SHEN
Shenandoah Telecommunications CO

Communication Services
14
+ 32.56%
$10.5 - $13.48 $147 - $189
57 $0
FOUR
Shift4 Payments, Inc.

Technology
15
+ 37.5%
$81.71 - $125.66 $1.23K - $1.88K
55 $4K
TUA
Simpl Exch Traded Fds Sht Term
677
New
N/A
677 $0
SMPL
Simply Good Foods CO

Consumer Defensive
13
New
$32.98 - $39.5 $429 - $514
13 $0
Site Ctrs Corp
38
+ 111.76%
N/A
72 $0
Sitio Royalties Corp
108
+ 104.85%
N/A
211 $0
Skyward Specialty Ins Group
3
New
N/A
3 $0
SWBI
Smith & Wesson Brands, Inc.

Industrials
6
+ 0.61%
$9.32 - $11.16 $55.9 - $67
982 $9K
Smurfit Westrock PLC
579
+ 35.61%
N/A
2.21K $0
MCG
Membership Collective Group Inc.

Consumer Cyclical
22
New
N/A
22 $0
Soleno Therapeutics Inc
9
+ 180.0%
N/A
14 $0
Solventum Corp
339
+ 8.09%
N/A
4.53K $0
South Plains Financial Inc
23
+ 460.0%
N/A
28 $0
RWO
Spdr Dow Jones Global Real Est

ETFs
2
+ 0.75%
$41.41 - $45.24 $82.8 - $90.5
270 $11K
Spinnaker ETF Series
163
New
N/A
163 $0
SWTX
Spring Works Therapeutics, Inc.

Healthcare
11
New
$32.5 - $59.93 $358 - $659
11 $0
Spyre Therapeutics Inc
4
+ 44.44%
N/A
13 $0
Standardaero Inc
32
New
N/A
32 $0
STC
Stewart Information Services Corp

Financial Services
6
+ 120.0%
$59.55 - $72.6 $357 - $436
11 $0
SSYS
Stratasys Ltd.

Technology
2
+ 0.74%
$8.58 - $12.85 $17.2 - $25.7
274 $2K
INN
Summit Hotel Properties, Inc.

Real Estate
109
+ 155.71%
$5.4 - $6.84 $589 - $746
179 $0
SHO
Sunstone Hotel Investors, Inc.

Real Estate
12
+ 5.06%
N/A
249 $2K
T Rowe Price ETF Inc
390
+ 0.15%
N/A
265K $0
TFLR
T Rowe Price Exchange Traded F
528
+ 9.61%
N/A
6.02K $0
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
2
+ 0.42%
$31.75 - $36.0 $63.5 - $72
481 $16K
Techtarget Inc
94
New
N/A
94 $0
TDOC
Teladoc Health, Inc.

Healthcare
191
+ 19.06%
$7.96 - $14.33 $1.52K - $2.74K
1.19K $9K
Activity Summary
Buys All Purchases 2143 New Holdings 301 Increased Positions 1842 Sells All Sells 1090 Reductions 1084 Sold out 6 Options Calls 1 Puts 5
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