Allworth Financial LP Purchases in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TEI
Templeton Emerging Markets Income Fund

Financial Services
4
+ 2.44%
$5.15 - $5.57 $20.6 - $22.3
168 $0
Tempus Ai Inc
9
New
N/A
9 $0
TEX
Terex Corp

Industrials
39
+ 28.68%
$37.65 - $48.97 $1.47K - $1.91K
175 $6K
TERN
Terns Pharmaceuticals, Inc.

Healthcare
85
New
$2.76 - $5.79 $235 - $492
85 $0
TTI
Tetra Technologies Inc

Energy
145
New
$3.25 - $4.98 $471 - $722
145 $0
TCBI
Texas Capital Bancshares Inc

Financial Services
10
+ 71.43%
$70.86 - $83.85 $709 - $839
24 $1K
Texas Cap Tex Equity Index E
300
New
N/A
300 $0
TCBX
Third Coast Bancshares, Inc.

Financial Services
12
New
$30.91 - $38.43 $371 - $461
12 $0
Tidal Tr Ii
31
New
N/A
31 $0
Tidal Tr Ii
10
+ 1.44%
N/A
705 $0
TR
Tootsie Roll Industries Inc

Consumer Defensive
1
+ 2.5%
$30.44 - $32.85 $30.4 - $32.9
41 $1K
TRNS
Transcat Inc

Industrials
12
New
$69.07 - $108.26 $829 - $1.3K
12 $0
TRVI
Trevi Therapeutics, Inc.

Healthcare
20
New
$3.66 - $6.81 $73.2 - $136
20 $0
TRS
Trimas Corp

Consumer Cyclical
12
+ 13.64%
$20.49 - $25.42 $246 - $305
100 $2K
TNET
Trinet Group, Inc.

Industrials
10
New
$66.51 - $95.72 $665 - $957
10 $0
Trust For Professional Manag
4.35K
+ 48.3%
N/A
13.3K $0
Two Hbrs Invt Corp
57
+ 0.87%
N/A
6.6K $0
TYRA
Tyra Biosciences, Inc.

Healthcare
100
New
$9.3 - $16.73 $930 - $1.67K
100 $0
UHALB
Amerco Com Ser N
5
+ 0.07%
N/A
7.57K $0
Ul Solutions Inc
30
+ 272.73%
N/A
41 $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
40
+ 18.69%
$314.47 - $431.35 $12.6K - $17.3K
254 $93K
UMH
Umh Properties, Inc.

Real Estate
19
+ 15.57%
$17.49 - $19.0 $332 - $361
141 $2K
UA
Under Armour Inc Cl C

Consumer Cyclical
70
+ 118.64%
$5.95 - $7.79 $417 - $545
129 $0
UIS
Unisys Corp

Technology
121
+ 74.69%
$3.9 - $7.15 $472 - $865
283 $1K
USLM
United States Lime & Minerals Inc

Basic Materials
6
+ 600.0%
$85.17 - $125.32 $511 - $752
7 $0
UNIT
Uniti Group Inc.

Real Estate
71
+ 8.65%
$4.75 - $5.98 $337 - $425
892 $4K
UTI
Universal Technical Institute Inc

Consumer Defensive
13
New
$24.77 - $29.54 $322 - $384
13 $0
Upstream Bio Inc
185
New
N/A
185 $0
UPWK
Upwork, Inc

Industrials
48
+ 57.14%
$12.34 - $17.44 $592 - $837
132 $1K
URBN
Urban Outfitters Inc

Consumer Cyclical
4
+ 7.84%
$48.81 - $60.44 $195 - $242
55 $2K
EGY
Vaalco Energy Inc

Energy
453
+ 23.41%
$3.71 - $4.74 $1.68K - $2.15K
2.39K $8K
BUZZ
Vaneck ETF Tr Vaneck Social Se
200
+ 61.92%
N/A
523 $0
VUSB
Vanguard Bd Index Fds
3.15K
+ 58.76%
N/A
8.51K $0
VNQI
Vanguard Global Ex U.S. Real

ETFs
16
+ 7.77%
$38.22 - $41.19 $612 - $659
222 $8K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
12
New
$67.41 - $69.37 $809 - $832
12 $0
Vanguard Wellington Fd
11
+ 0.41%
N/A
2.7K $0
Veralto Corp
20
+ 3.22%
N/A
642 $0
VERX
Vertex, Inc.

Technology
31
+ 67.39%
$31.15 - $58.95 $966 - $1.83K
77 $2K
Vestis Corporation
141
+ 42.47%
N/A
473 $0
DSP
Viant Technology Inc.

Technology
16
New
$11.74 - $25.95 $188 - $415
16 $0
VICR
Vicor Corp

Technology
5
+ 33.33%
$46.78 - $64.71 $234 - $324
20 $0
Victory Portfolios Ii
129
New
N/A
129 $0
Victory Portfolios Ii
6.57M
+ 505519.91%
N/A
6.57M $0
Viking Holdings LTD
152
New
N/A
152 $0
Virgin Galactic Holdings Inc
5
+ 2.87%
N/A
179 $0
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
33
New
$13.48 - $20.91 $445 - $690
33 $0
VITL
Vital Farms, Inc.

Consumer Defensive
18
+ 300.0%
$29.32 - $45.12 $528 - $812
24 $0
SEAT
Vivid Seats Inc.

Communication Services
48
New
$2.68 - $4.85 $129 - $233
48 $0
WAT
Waters Corp

Healthcare
1
+ 0.54%
$362.16 - $417.28 $362 - $417
185 $68K
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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