Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SIGA
Siga Technologies Inc

Healthcare
181
+ 27.55%
$5.22 - $6.56 $945 - $1.19K
838 $5K
SLGN
Silgan Holdings Inc

Consumer Cyclical
10
+ 1.54%
$45.48 - $56.15 $455 - $562
658 $35K
SIMO
Silicon Motion Technology Corp

Technology
10
+ 26.32%
$38.95 - $75.77 $390 - $758
48 $3K
SKYW
Skywest Inc

Industrials
9
+ 13.64%
$79.41 - $103.84 $715 - $935
75 $7K
SMBK
Smartfinancial Inc.

Financial Services
67
+ 418.75%
$27.11 - $33.78 $1.82K - $2.26K
83 $2K
SEDG
Solaredge Technologies, Inc.

Technology
31
+ 13.14%
$11.58 - $23.98 $359 - $743
267 $5K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
24
+ 0.07%
$21.55 - $22.2 $517 - $533
36.1K $797K
JOE
St Joe CO

Real Estate
49
+ 188.46%
$40.82 - $49.27 $2K - $2.41K
75 $3K
STKL
Sun Opta Inc.

Consumer Defensive
256
+ 34.13%
$3.71 - $6.44 $950 - $1.65K
1.01K $5K
RUN
Sunrun Inc.

Technology
144
+ 20.28%
$5.67 - $12.85 $816 - $1.85K
854 $6K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
206
+ 605.88%
$8.9 - $14.15 $1.83K - $2.91K
240 $2K
TRNO
Terreno Realty Corp

Real Estate
32
+ 128.0%
$51.18 - $63.89 $1.64K - $2.04K
57 $3K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
95
+ 25.33%
$12.82 - $18.15 $1.22K - $1.72K
470 $7K
TIMB
Tim S.A.

Communication Services
78
+ 150.0%
$14.45 - $20.11 $1.13K - $1.57K
130 $2K
TWI
Titan International Inc

Industrials
258
New
$6.27 - $10.43 $1.62K - $2.69K
258 $2K
TR
Tootsie Roll Industries Inc

Consumer Defensive
64
+ 156.1%
$29.7 - $36.03 $1.9K - $2.31K
105 $3K
TAC
Transalta Corp

Utilities
177
+ 40.5%
$8.16 - $11.47 $1.44K - $2.03K
614 $6K
TBK
Triumph Bancorp, Inc.

Financial Services
32
+ 152.38%
N/A
53 $3K
TGI
Triumph Group Inc

Industrials
55
+ 35.48%
$24.53 - $25.94 $1.35K - $1.43K
210 $5K
TRUP
Trupanion, Inc.

Financial Services
25
+ 30.86%
$32.91 - $56.45 $823 - $1.41K
106 $5K
TNP
Tsakos Energy Navigation LTD

Energy
60
+ 176.47%
N/A
94 $2K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
350
+ 31.67%
$5.61 - $6.49 $1.96K - $2.27K
1.46K $8K
UIS
Unisys Corp

Technology
502
+ 177.39%
$3.71 - $5.73 $1.86K - $2.88K
785 $3K
USLM
United States Lime & Minerals Inc

Basic Materials
18
+ 257.14%
$85.25 - $107.02 $1.53K - $1.93K
25 $2K
UVV
Universal Corp

Consumer Defensive
4
+ 1.07%
$50.84 - $65.39 $203 - $262
378 $22K
UVSP
Univest Financial Corp

Financial Services
74
+ 40.44%
$25.3 - $31.35 $1.87K - $2.32K
257 $7K
RCII
Rent A Center Inc De

Industrials
74
+ 217.65%
N/A
108 $2K
URBN
Urban Outfitters Inc

Consumer Cyclical
1
+ 1.82%
$43.24 - $75.26 $43.2 - $75.3
56 $4K
USNA
Usana Health Sciences Inc

Consumer Defensive
62
+ 326.32%
$23.43 - $31.13 $1.45K - $1.93K
81 $2K
CLOI
Vaneck ETF Tr

ETFs
25
+ 0.96%
$51.16 - $53.02 $1.28K - $1.33K
2.63K $139K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
36
+ 10.32%
$80.28 - $91.78 $2.89K - $3.3K
385 $33K
VEL
Velocity Financial, Inc.

Financial Services
127
New
$16.3 - $19.22 $2.07K - $2.44K
127 $2K
VERA
Vera Therapeutics, Inc.

Healthcare
106
New
$18.86 - $32.0 $2K - $3.39K
106 $2K
VLGEA
Village Super Market Inc

Consumer Defensive
52
New
$34.78 - $40.13 $1.81K - $2.09K
52 $2K
VSH
Vishay Intertechnology Inc

Technology
128
+ 30.05%
$10.57 - $15.97 $1.35K - $2.04K
554 $8K
VSEC
Vse Corp

Industrials
9
+ 24.32%
$103.15 - $140.55 $928 - $1.26K
46 $6K
WRBY
Warby Parker Inc.

Healthcare
110
+ 186.44%
$14.0 - $22.6 $1.54K - $2.49K
169 $3K
WASH
Washington Trust Bancorp Inc

Financial Services
78
+ 67.24%
$26.08 - $30.06 $2.03K - $2.34K
194 $5K
WDI
Western Asset Diversified Income Fund

ETFs
200
New
$12.85 - $14.92 $2.57K - $2.98K
200 $2K
WTM
White Mountains Insurance Group LTD

Financial Services
3
+ 12.0%
$1699.35 - $1901.99 $5.1K - $5.71K
28 $50K
WLY
John Wiley & Sons, Inc.

Communication Services
36
+ 360.0%
$37.03 - $45.5 $1.33K - $1.64K
46 $2K
WINA
Winmark Corp

Consumer Cyclical
5
+ 100.0%
$318.43 - $450.34 $1.59K - $2.25K
10 $3K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
23
+ 0.12%
$40.64 - $47.27 $935 - $1.09K
19.6K $913K
INT
World Fuel Services Corp

Energy
64
+ 4.59%
N/A
1.46K $32K
ETNB
89bio, Inc.

Healthcare
109
New
$4.83 - $10.57 $526 - $1.15K
109 $1K
EGHT
8 X8 Inc

Technology
578
New
$1.58 - $2.07 $913 - $1.2K
578 $1K
ABCL
Ab Cellera Biologics Inc.

Healthcare
69
+ 7.65%
$1.93 - $3.8 $133 - $262
971 $3K
ABM
Abm Industries Inc

Industrials
9
+ 2.16%
$42.24 - $52.72 $380 - $474
426 $20K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
17
+ 3.25%
$9.57 - $11.9 $163 - $202
540 $6K
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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