Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BBIO
Bridge Bio Pharma, Inc.

Healthcare
16
+ 8.0%
$30.14 - $45.12 $482 - $722
216 $9K
DOOO
Brp Inc.

Consumer Cyclical
72
New
$32.44 - $49.16 $2.34K - $3.54K
72 $3K
CACI
Caci International Inc

Technology
8
+ 2.65%
N/A
310 $132K
CSIQ
Canadian Solar Inc.

Technology
100
+ 18.15%
$6.76 - $11.37 $676 - $1.14K
651 $7K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
130
+ 51.38%
$16.1 - $20.85 $2.09K - $2.71K
383 $7K
CSR
Centerspace

Real Estate
54
+ 200.0%
$56.21 - $65.22 $3.04K - $3.52K
81 $4K
GIB
Cgi Inc

Technology
2
+ 0.35%
$96.47 - $109.59 $193 - $219
581 $60K
CNK
Cinemark Holdings, Inc.

Communication Services
65
+ 86.67%
$24.54 - $33.77 $1.6K - $2.2K
140 $4K
COHU
Cohu Inc

Technology
79
+ 40.51%
$13.33 - $19.7 $1.05K - $1.56K
274 $5K
CTBI
Community Trust Bancorp Inc

Financial Services
46
+ 328.57%
$45.64 - $53.22 $2.1K - $2.45K
60 $3K
BASE
Couchbase, Inc.

Technology
48
+ 40.0%
$13.44 - $24.58 $645 - $1.18K
168 $4K
COUR
Coursera, Inc.

Consumer Defensive
265
+ 176.67%
$6.17 - $9.38 $1.64K - $2.49K
415 $3K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
130
+ 2600.0%
$25.56 - $33.76 $3.32K - $4.39K
135 $3K
CUBE
Cube Smart

Real Estate
60
+ 6.41%
$35.88 - $43.68 $2.15K - $2.62K
996 $42K
DLX
Deluxe Corp

Communication Services
179
+ 372.92%
$13.64 - $16.25 $2.44K - $2.91K
227 $3K
EGBN
Eagle Bancorp Inc

Financial Services
176
New
$16.71 - $21.41 $2.94K - $3.77K
176 $3K
NPO
Enpro Industries, Inc

Industrials
4
+ 5.56%
$137.27 - $193.1 $549 - $772
76 $14K
ESE
Esco Technologies Inc

Technology
4
+ 5.97%
$139.86 - $194.5 $559 - $778
71 $13K
EVER
Ever Quote, Inc.

Communication Services
230
+ 28.68%
$20.21 - $26.71 $4.65K - $6.14K
1.03K $24K
MRAM
Everspin Technologies Inc

Technology
500
New
$4.4 - $6.39 $2.2K - $3.2K
500 $3K
FBP
First Bancorp

Financial Services
133
+ 48.01%
$16.84 - $21.1 $2.24K - $2.81K
410 $8K
THFF
First Financial Corp

Financial Services
51
+ 40.16%
$42.72 - $54.21 $2.18K - $2.76K
178 $9K
FHB
First Hawaiian, Inc.

Financial Services
94
+ 13.13%
$21.14 - $24.96 $1.99K - $2.35K
810 $20K
FVRR
Fiverr International Ltd.

Communication Services
113
+ 565.0%
$22.2 - $33.78 $2.51K - $3.82K
133 $3K
FOX
Fox Corp Cl B (De)

Communication Services
66
+ 825.0%
$43.81 - $53.0 $2.89K - $3.5K
74 $3K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
50
+ 5.49%
$18.37 - $27.72 $919 - $1.39K
960 $24K
GLPG
Galapagos Nv

Healthcare
126
+ 1400.0%
$23.04 - $29.2 $2.9K - $3.68K
135 $3K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
500
New
$5.32 - $6.56 $2.66K - $3.28K
500 $3K
GTX
Garrett Motion Inc.

Consumer Cyclical
176
+ 38.85%
$7.34 - $12.04 $1.29K - $2.12K
629 $6K
GGB
Gerdau S.A.

Basic Materials
1.07K
+ 107200.0%
$2.3 - $3.19 $2.47K - $3.42K
1.07K $3K
GMRE
Global Medical Reit Inc.

Real Estate
536
+ 1914.29%
$6.16 - $8.72 $3.3K - $4.67K
564 $3K
TV
Grupo Televisa, S.A.B.

Communication Services
791
+ 39.55%
$1.6 - $2.48 $1.27K - $1.96K
2.79K $6K
HAFC
Hanmi Financial Corp

Financial Services
108
+ 257.14%
$20.42 - $24.81 $2.21K - $2.68K
150 $3K
HCI
Hci Group, Inc.

Financial Services
21
+ 420.0%
$137.07 - $171.28 $2.88K - $3.6K
26 $3K
JKHY
Henry Jack & Associates Inc

Technology
19
+ 9.64%
$163.54 - $186.02 $3.11K - $3.53K
216 $38K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
326
+ 114.79%
$6.24 - $8.83 $2.03K - $2.88K
610 $5K
HTBK
Heritage Commerce Corp

Financial Services
273
+ 17.8%
$8.25 - $9.93 $2.25K - $2.71K
1.81K $17K
HESM
Hess Midstream LP

Energy
103
+ 68.67%
$35.23 - $42.89 $3.63K - $4.42K
253 $9K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
40
+ 8.25%
$31.8 - $42.16 $1.27K - $1.69K
525 $21K
IEX
Idex Corp

Industrials
21
+ 16.54%
$160.66 - $191.29 $3.37K - $4.02K
148 $25K
IDT
Idt Corp

Communication Services
31
+ 62.0%
$46.41 - $68.62 $1.44K - $2.13K
81 $5K
IBCP
Independent Bank Corp

Financial Services
100
+ 833.33%
$28.08 - $32.78 $2.81K - $3.28K
112 $3K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
183
+ 33.52%
$20.16 - $23.26 $3.69K - $4.26K
729 $15K
IVR
Invesco Mortgage Capital Inc.

Real Estate
299
+ 311.46%
$6.33 - $8.04 $1.89K - $2.4K
395 $3K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1
+ 0.25%
$73.02 - $90.22 $73 - $90.2
395 $35K
OEF
Ishares S&P 100 ETF

ETFs
12
+ 2.63%
N/A
469 $124K
IGBH
Ishares Interest Rate Hedged L

ETFs
146
New
$22.75 - $24.11 $3.32K - $3.52K
146 $3K
JXN
Jackson Financial Inc.

Financial Services
34
+ 212.5%
$70.35 - $89.5 $2.39K - $3.04K
50 $4K
KIM
Kimco Realty Corp

Real Estate
218
+ 6.61%
$18.7 - $21.69 $4.08K - $4.73K
3.52K $73K
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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