Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AIZ
Assurant, Inc.

Financial Services
20
+ 9.8%
$179.73 - $211.56 $3.59K - $4.23K
224 $44K
ASTE
Astec Industries Inc

Industrials
40
+ 105.26%
$30.65 - $42.44 $1.23K - $1.7K
78 $3K
ATKR
Atkore Inc.

Industrials
20
+ 71.43%
$52.02 - $71.15 $1.04K - $1.42K
48 $3K
BCH
Bank Of Chile

Financial Services
12
+ 5.43%
$24.36 - $31.69 $292 - $380
233 $7K
BLBD
Blue Bird Corp

Consumer Cyclical
49
+ 1225.0%
$31.28 - $43.16 $1.53K - $2.11K
53 $2K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
11
+ 55.0%
$89.13 - $167.48 $980 - $1.84K
31 $4K
BV
Bright View Holdings, Inc.

Industrials
66
+ 20.63%
$12.2 - $16.94 $805 - $1.12K
386 $6K
CSV
Carriage Services Inc

Consumer Cyclical
41
+ 227.78%
$36.26 - $46.06 $1.49K - $1.89K
59 $2K
CATY
Cathay General Bancorp

Financial Services
9
+ 1.69%
$37.32 - $45.67 $336 - $411
541 $24K
CENTA
Central Garden & Pet Company C

Consumer Defensive
58
+ 73.42%
$29.57 - $32.86 $1.72K - $1.91K
137 $4K
CCNE
Cnb Financial Corp

Financial Services
89
+ 76.72%
$20.27 - $23.32 $1.8K - $2.08K
205 $4K
CCB
Coastal Financial Corp

Financial Services
9
+ 6.43%
$79.01 - $99.95 $711 - $900
149 $14K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
23
+ 1.95%
$18.53 - $20.98 $426 - $483
1.2K $25K
CMC
Commercial Metals CO

Basic Materials
33
+ 39.29%
$39.2 - $50.67 $1.29K - $1.67K
117 $5K
COMM
Comm Scope Holding Company, Inc.

Technology
336
New
$3.02 - $8.28 $1.01K - $2.78K
336 $2K
CSGS
Csg Systems International Inc

Technology
20
+ 62.5%
$56.51 - $66.33 $1.13K - $1.33K
52 $3K
CVAC
Cure Vac N.V.

Healthcare
433
New
$2.59 - $5.6 $1.12K - $2.42K
433 $2K
DAN
Dana Inc

Consumer Cyclical
87
+ 70.16%
$10.38 - $17.71 $903 - $1.54K
211 $3K
DAR
Darling Ingredients Inc.

Consumer Defensive
10
+ 5.21%
$27.63 - $38.64 $276 - $386
202 $7K
DOCN
Digital Ocean Holdings, Inc.

Technology
135
+ 40.42%
$25.91 - $35.19 $3.5K - $4.75K
469 $13K
DFIP
Dimensional ETF Tr Inflation P

ETFs
228
+ 0.88%
$41.11 - $42.42 $9.37K - $9.67K
26.2K $1.1M
DNOW
Now Inc.

Energy
155
+ 2214.29%
$14.18 - $17.31 $2.2K - $2.68K
162 $2K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
216
+ 9.15%
$8.39 - $9.19 $1.81K - $1.99K
2.58K $23K
DVAX
Dynavax Technologies Corp

Healthcare
309
+ 188.41%
$9.4 - $12.87 $2.9K - $3.98K
473 $4K
ECC
Eagle Point Credit CO Inc.

Financial Services
335
+ 858.97%
$6.94 - $8.31 $2.32K - $2.78K
374 $2K
EPSN
Epsilon Energy Ltd.

Energy
400
New
$6.12 - $8.39 $2.45K - $3.36K
400 $2K
EQX
Equinox Gold Corp.

Basic Materials
350
New
$5.68 - $7.31 $1.99K - $2.56K
350 $2K
ERAS
Erasca, Inc.

Healthcare
1.6K
+ 753.05%
$1.06 - $1.63 $1.7K - $2.61K
1.82K $2K
EB
Eventbrite, Inc.

Technology
825
New
$1.84 - $2.7 $1.52K - $2.23K
825 $2K
EPM
Evolution Petroleum Corp

Energy
600
New
$4.07 - $5.19 $2.44K - $3.11K
600 $2K
EXPO
Exponent Inc

Industrials
23
+ 69.7%
$72.88 - $81.75 $1.68K - $1.88K
56 $4K
FBK
Fb Financial Corp

Financial Services
46
+ 27.06%
$39.93 - $46.97 $1.84K - $2.16K
216 $9K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
23
+ 0.21%
$48.5 - $49.35 $1.12K - $1.14K
11.1K $546K
FIVN
Five9, Inc.

Technology
129
+ 13.98%
$21.54 - $29.56 $2.78K - $3.81K
1.05K $27K
FLNG
Flex Lng Ltd.

Energy
82
+ 512.5%
$20.21 - $24.88 $1.66K - $2.04K
98 $2K
FRPT
Freshpet, Inc.

Consumer Defensive
86
+ 37.23%
$67.88 - $89.64 $5.84K - $7.71K
317 $21K
FUBO
Fubo Tv Inc.

Communication Services
218
+ 25.53%
$2.42 - $3.86 $528 - $841
1.07K $4K
GME
Game Stop Corp.

Consumer Cyclical
73
+ 76.84%
$21.1 - $35.01 $1.54K - $2.56K
168 $4K
GATX
Gatx Corp

Industrials
12
+ 24.0%
$141.27 - $159.24 $1.7K - $1.91K
62 $9K
GREK
Global X Msci Greece ETF

ETFs
36
New
$40.77 - $59.31 $1.47K - $2.14K
36 $2K
GOGL
Golden Ocean Group LTD

Industrials
354
+ 51.45%
$6.48 - $8.39 $2.29K - $2.97K
1.04K $7K
GSBC
Great Southern Bancorp, Inc.

Financial Services
39
New
$50.54 - $59.35 $1.97K - $2.31K
39 $2K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
94
+ 167.86%
$12.45 - $14.96 $1.17K - $1.41K
150 $2K
HONE
Harbor One Bancorp, Inc.

Financial Services
189
New
$9.06 - $11.79 $1.71K - $2.23K
189 $2K
HCSG
Healthcare Services Group Inc

Healthcare
141
New
$9.37 - $15.03 $1.32K - $2.12K
141 $2K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
82
New
$14.29 - $26.02 $1.17K - $2.13K
82 $2K
HTBI
Home Trust Bancshares, Inc.

Financial Services
59
+ 196.67%
N/A
89 $3K
HOPE
Hope Bancorp Inc

Financial Services
195
+ 336.21%
$9.11 - $10.84 $1.78K - $2.11K
253 $2K
IESC
Ies Holdings, Inc.

Industrials
4
+ 57.14%
$160.58 - $296.23 $642 - $1.18K
11 $3K
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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