Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBRX
Immunity Bio, Inc.

Healthcare
788
+ 750.48%
$1.89 - $3.44 $1.49K - $2.71K
893 $2K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
101
+ 11.16%
$18.96 - $20.43 $1.91K - $2.06K
1.01K $20K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
200
New
$9.21 - $12.6 $1.84K - $2.52K
200 $2K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.49%
$82.17 - $99.96 $82.2 - $100
206 $20K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
50
New
$46.54 - $55.66 $2.33K - $2.78K
50 $2K
IEV
Ishares Tr Europe ETF

ETFs
7
+ 1.93%
$51.8 - $64.59 $363 - $452
369 $23K
ITUB
Itau Unibanco Holding S.A.

Financial Services
321
+ 57.42%
$5.24 - $6.81 $1.68K - $2.19K
880 $5K
FROG
J Frog LTD

Technology
14
+ 17.72%
$27.99 - $44.55 $392 - $624
93 $4K
KRNY
Kearny Financial Corp.

Financial Services
303
+ 58.95%
$5.66 - $6.55 $1.71K - $1.98K
817 $5K
KELYA
Kelly Services Inc

Industrials
175
New
$11.05 - $13.28 $1.93K - $2.32K
175 $2K
KE
Kimball Electronics, Inc.

Industrials
108
+ 1350.0%
$12.91 - $19.33 $1.39K - $2.09K
116 $2K
KN
Knowles Corp

Technology
38
+ 12.54%
$12.76 - $17.97 $485 - $683
341 $6K
KOS
Kosmos Energy Ltd.

Energy
1.59K
+ 223.84%
$1.52 - $2.28 $2.41K - $3.62K
2.3K $3K
KRYS
Krystal Biotech, Inc.

Healthcare
18
+ 69.23%
$123.36 - $181.0 $2.22K - $3.26K
44 $6K
KURA
Kura Oncology, Inc.

Healthcare
469
+ 92.14%
$5.55 - $6.92 $2.6K - $3.25K
978 $5K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
1
+ 2.13%
$41.46 - $86.08 $41.5 - $86.1
48 $4K
LKFN
Lakeland Financial Corp

Financial Services
34
+ 36.56%
$51.45 - $61.84 $1.75K - $2.1K
127 $7K
LFUS
Littelfuse Inc

Technology
3
+ 6.38%
$149.72 - $227.31 $449 - $682
50 $11K
MSGS
Madison Square Garden Sports Corp.

Communication Services
3
+ 2.38%
$175.61 - $208.95 $527 - $627
129 $26K
MAS
Masco Corp

Industrials
94
+ 11.3%
$58.73 - $71.06 $5.52K - $6.68K
926 $59K
MSBI
Midland States Bancorp, Inc.

Financial Services
171
New
$15.14 - $18.77 $2.59K - $3.21K
171 $2K
MBLY
Mobileye Global Inc.
151
New
$11.77 - $18.44 $1.78K - $2.78K
151 $2K
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
482
New
$3.7 - $5.33 $1.78K - $2.57K
482 $2K
MLTX
Moon Lake Immunotherapeutics

Healthcare
50
New
$32.84 - $51.05 $1.64K - $2.55K
50 $2K
NHI
National Health Investors Inc

Real Estate
56
+ 11.22%
$68.74 - $76.77 $3.85K - $4.3K
555 $38K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
13
+ 2.31%
$10.69 - $14.6 $139 - $190
576 $8K
NEXT
Next Decade Corp.

Energy
280
+ 1473.68%
$5.68 - $9.2 $1.59K - $2.58K
299 $2K
NN
Nextnav Inc.

Communication Services
159
+ 467.65%
$10.96 - $15.32 $1.74K - $2.44K
193 $2K
NIO
Nio Inc.

Consumer Cyclical
943
+ 68.14%
$3.14 - $4.31 $2.96K - $4.06K
2.33K $7K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
245
+ 163.33%
$5.48 - $8.63 $1.34K - $2.11K
395 $3K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
22
+ 1.38%
$17.58 - $21.07 $387 - $464
1.62K $33K
OVLY
Oak Valley Bancorp

Financial Services
9
+ 0.89%
$23.19 - $27.76 $209 - $250
1.02K $27K
OGS
One Gas, Inc.

Utilities
58
+ 11.2%
$71.59 - $81.38 $4.15K - $4.72K
576 $41K
OSPN
One Span Inc.

Technology
136
New
$13.57 - $16.81 $1.85K - $2.29K
136 $2K
OXSQ
Oxford Square Capital Corp.

Financial Services
1.33K
New
$2.18 - $2.64 $2.91K - $3.52K
1.33K $2K
PATK
Patrick Industries Inc

Consumer Cyclical
16
+ 28.57%
$74.33 - $93.03 $1.19K - $1.49K
72 $6K
PHR
Phreesia, Inc.

Healthcare
88
+ 191.3%
$23.25 - $28.49 $2.05K - $2.51K
134 $3K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
100
+ 7.48%
$5.27 - $7.02 $527 - $702
1.44K $10K
PPL
Ppl Corp

Utilities
320
+ 8.88%
$33.45 - $36.5 $10.7K - $11.7K
3.92K $132K
PRTA
Prothena Corp Public LTD CO

Healthcare
325
+ 691.49%
$4.58 - $12.14 $1.49K - $3.95K
372 $2K
RDNT
Rad Net, Inc.

Healthcare
24
+ 37.5%
$47.36 - $61.14 $1.14K - $1.47K
88 $5K
RDVT
Red Violet, Inc.

Technology
39
+ 325.0%
$34.9 - $50.36 $1.36K - $1.96K
51 $2K
RDW
Redwire Corp

Industrials
120
+ 857.14%
$7.51 - $20.57 $901 - $2.47K
134 $2K
RWT
Redwood Trust Inc

Real Estate
280
+ 21.98%
$4.95 - $6.22 $1.39K - $1.74K
1.55K $9K
RTO
Rentokil Initial PLC

Industrials
124
New
$19.89 - $24.42 $2.47K - $3.03K
124 $2K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
14
+ 28.0%
$46.95 - $68.11 $657 - $954
64 $4K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
62
+ 69.66%
$10.22 - $14.9 $634 - $924
151 $2K
SAGE
Sage Therapeutics, Inc.

Healthcare
122
+ 104.27%
$6.38 - $9.3 $778 - $1.13K
239 $2K
SD
Sandridge Energy Inc

Energy
230
New
$9.07 - $12.08 $2.09K - $2.78K
230 $2K
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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