Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LI
Li Auto Inc.

Consumer Cyclical
72
+ 26.97%
$19.79 - $30.15 $1.42K - $2.17K
339 $9K
BOWL
Bowlero Corp.

Communication Services
258
+ 200.0%
N/A
387 $4K
MAG
Mag Silver Corp

Basic Materials
5
+ 1.16%
$12.56 - $21.63 $62.8 - $108
435 $9K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
340
+ 216.56%
$4.61 - $7.23 $1.57K - $2.46K
497 $3K
MBIN
Merchants Bancorp

Financial Services
96
+ 1066.67%
$30.06 - $37.17 $2.89K - $3.57K
105 $3K
MEI
Methode Electronics Inc

Technology
363
+ 930.77%
$5.35 - $9.51 $1.94K - $3.45K
402 $3K
FIZZ
National Beverage Corp

Consumer Defensive
52
+ 16.3%
$41.45 - $46.54 $2.16K - $2.42K
371 $16K
NCNO
N Cino, Inc.

Technology
122
New
$21.45 - $28.12 $2.62K - $3.43K
122 $3K
KIND
Nextdoor Holdings, Inc.

Communication Services
2.07K
+ 244.21%
$1.36 - $1.66 $2.81K - $3.43K
2.91K $4K
NVAX
Novavax Inc

Healthcare
562
+ 107.25%
$5.43 - $7.74 $3.05K - $4.35K
1.09K $6K
NVEC
Nve Corp

Technology
27
+ 90.0%
$54.12 - $74.35 $1.46K - $2.01K
57 $4K
OLO
Olo Inc.

Technology
350
+ 167.46%
$5.84 - $9.7 $2.04K - $3.39K
559 $4K
ZEUS
Olympic Steel Inc

Basic Materials
105
New
$28.11 - $34.92 $2.95K - $3.67K
105 $3K
OGN
Organon & Co.

Healthcare
1.79K
+ 65.9%
$8.04 - $14.72 $14.4K - $26.3K
4.5K $43K
OBNK
Origin Bancorp, Inc.

Financial Services
93
+ 0.7%
N/A
13.3K $429K
PEBO
Peoples Bancorp Inc

Financial Services
91
+ 700.0%
$26.85 - $31.02 $2.44K - $2.82K
104 $3K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
956
New
N/A
956 $3K
PRGS
Progress Software Corp

Technology
42
+ 67.74%
$54.68 - $64.66 $2.3K - $2.72K
104 $6K
RPAY
Repay Holdings Corp

Technology
642
+ 594.44%
$3.71 - $5.77 $2.38K - $3.7K
750 $3K
REVG
Rev Group, Inc.

Industrials
6
+ 4.11%
$28.82 - $47.59 $173 - $286
152 $7K
RVMD
Revolution Medicines, Inc.

Healthcare
82
+ 78.1%
$31.13 - $41.98 $2.55K - $3.44K
187 $6K
SCHL
Scholastic Corp

Communication Services
155
New
$15.84 - $21.87 $2.46K - $3.39K
155 $3K
SA
Seabridge Gold Inc

Basic Materials
265
New
$9.75 - $14.93 $2.58K - $3.96K
265 $3K
SSTK
Shutterstock, Inc.

Communication Services
129
+ 10.03%
$14.55 - $19.81 $1.88K - $2.56K
1.42K $26K
SM
Sm Energy CO

Energy
144
+ 135.85%
$20.39 - $30.52 $2.94K - $4.39K
250 $6K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
59
+ 29.8%
N/A
257 $14K
XITK
Spdr Ser Tr Factset Innovative

ETFs
10
+ 29.41%
$140.43 - $189.36 $1.4K - $1.89K
44 $8K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
60
New
$52.84 - $72.9 $3.17K - $4.37K
60 $3K
SPOK
Spok Holdings, Inc

Healthcare
170
New
$13.82 - $17.68 $2.35K - $3.01K
170 $3K
TEX
Terex Corp

Industrials
25
+ 14.29%
$32.21 - $48.33 $805 - $1.21K
200 $9K
UFCS
United Fire Group Inc

Financial Services
127
+ 288.64%
$25.7 - $29.65 $3.26K - $3.77K
171 $4K
UTL
Unitil Corp

Utilities
76
New
$51.68 - $59.77 $3.93K - $4.54K
76 $3K
UHS
Universal Health Services Inc

Healthcare
137
+ 4.19%
$157.05 - $197.94 $21.5K - $27.1K
3.41K $617K
VSAT
Viasat Inc

Technology
219
+ 202.78%
$7.7 - $14.6 $1.69K - $3.2K
327 $4K
VITL
Vital Farms, Inc.

Consumer Defensive
54
+ 225.0%
$30.52 - $38.52 $1.65K - $2.08K
78 $3K
WFRD
Weatherford International PLC

Energy
70
+ 44.59%
$39.17 - $54.26 $2.74K - $3.8K
227 $11K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
300
+ 35.29%
$8.4 - $8.8 $2.52K - $2.64K
1.15K $10K
XP
Xp Inc.

Financial Services
85
+ 50.0%
$12.69 - $20.62 $1.08K - $1.75K
255 $5K
ZWS
Zurn Water Solutions Corp

Industrials
90
+ 126.76%
$28.5 - $37.54 $2.57K - $3.38K
161 $5K
DDD
3 D Systems Corp

Technology
1.5K
+ 344.83%
$1.37 - $2.55 $2.06K - $3.82K
1.94K $2K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
39
+ 17.73%
$14.1 - $22.95 $550 - $895
259 $5K
AHCO
Adapt Health Corp.

Healthcare
283
+ 117.43%
$7.33 - $10.82 $2.07K - $3.06K
524 $4K
ASIX
Advan Six Inc.

Basic Materials
49
+ 40.5%
$18.69 - $24.81 $916 - $1.22K
170 $4K
ALEX
Alexander & Baldwin, Inc.

Real Estate
32
+ 2.91%
$16.0 - $18.38 $512 - $588
1.13K $20K
AQN
Algonquin Power & Utilities Corp.

Utilities
288
+ 53.93%
$4.56 - $6.22 $1.31K - $1.79K
822 $4K
AWR
American States Water CO

Utilities
68
+ 5.19%
$75.1 - $81.3 $5.11K - $5.53K
1.38K $105K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
234
+ 43.66%
$6.97 - $8.23 $1.63K - $1.93K
770 $6K
ARCB
Arcbest Corp

Industrials
14
+ 10.07%
$56.73 - $77.01 $794 - $1.08K
153 $11K
ASB
Associated Banc Corp

Financial Services
78
+ 27.46%
$18.91 - $24.56 $1.47K - $1.92K
362 $8K
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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