Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITGR
Integer Holdings Corp

Healthcare
10
+ 35.71%
$106.73 - $126.93 $1.07K - $1.27K
38 $4K
IAS
Integral Ad Science Holding Corp.

Communication Services
193
+ 1484.62%
$6.38 - $8.33 $1.23K - $1.61K
206 $1K
IGT
International Game Technology PLC

Consumer Cyclical
40
+ 14.18%
$14.44 - $17.89 $578 - $716
322 $5K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3
+ 1.28%
$46.22 - $57.51 $139 - $173
238 $13K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
54
+ 8.91%
N/A
660 $13K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
10
+ 2.79%
$22.61 - $26.12 $226 - $261
369 $9K
BSCV
Invesco ETF Self Indexed Fd Tr
41
+ 2.67%
$15.97 - $16.53 $655 - $678
1.58K $26K
PEY
Invesco Exchange Traded Fd Tr

ETFs
110
+ 15.65%
$18.68 - $21.54 $2.05K - $2.37K
813 $16K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1
+ 0.82%
$34.28 - $41.6 $34.3 - $41.6
123 $5K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
43
New
$21.71 - $31.51 $934 - $1.35K
43 $1K
KMT
Kennametal Inc

Industrials
41
+ 102.5%
$17.54 - $23.27 $719 - $954
81 $1K
KOP
Koppers Holdings Inc.

Basic Materials
22
+ 16.92%
$23.5 - $33.32 $517 - $733
152 $4K
LZB
La Z Boy Inc

Consumer Cyclical
98
+ 8.43%
$35.67 - $44.28 $3.5K - $4.34K
1.26K $46K
LAUR
Laureate Education, Inc.

Consumer Defensive
65
+ 104.84%
$18.34 - $23.38 $1.19K - $1.52K
127 $2K
LCII
Lci Industries

Consumer Cyclical
14
+ 40.0%
$75.07 - $92.4 $1.05K - $1.29K
49 $4K
LIVN
Liva Nova PLC

Healthcare
26
+ 433.33%
$33.85 - $47.6 $880 - $1.24K
32 $1K
LXFR
Luxfer Holdings PLC

Industrials
129
New
$9.58 - $12.45 $1.24K - $1.61K
129 $1K
MARPS
Marine Petroleum Trust

Energy
11
+ 2.27%
$3.75 - $7.08 $41.3 - $77.9
495 $2K
MATV
Schweitzer Mauduit International Inc

Basic Materials
94
+ 69.63%
$4.58 - $6.98 $431 - $656
229 $1K
MTRX
Matrix Service CO

Industrials
85
+ 425.0%
$10.03 - $13.91 $853 - $1.18K
105 $1K
MREO
Mereo Biopharma Group PLC

Healthcare
137
+ 9.13%
$1.76 - $2.87 $241 - $393
1.64K $4K
MGPI
Mgp Ingredients Inc

Consumer Defensive
17
+ 2.21%
$26.51 - $33.56 $451 - $571
787 $23K
MLR
Miller Industries Inc

Consumer Cyclical
11
+ 3.67%
$38.99 - $47.29 $429 - $520
311 $13K
MITK
Mitek Systems Inc

Technology
8
+ 0.8%
$7.11 - $10.34 $56.9 - $82.7
1.01K $9K
MHK
Mohawk Industries Inc

Consumer Cyclical
54
+ 9.08%
$97.99 - $117.15 $5.29K - $6.33K
649 $68K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
4
+ 40.0%
$72.42 - $87.18 $290 - $349
14 $1K
MLI
Mueller Industries Inc

Industrials
19
+ 63.33%
$68.45 - $79.6 $1.3K - $1.51K
49 $3K
NAVI
Navient Corp

Financial Services
108
+ 116.13%
$10.76 - $14.33 $1.16K - $1.55K
201 $2K
NRDS
Nerdwallet, Inc.

Financial Services
147
+ 506.9%
$7.8 - $11.85 $1.15K - $1.74K
176 $1K
NTST
Netstreit Corp.

Real Estate
42
+ 18.92%
$14.61 - $16.95 $614 - $712
264 $4K
CDXC
Chroma Dex Corp.

Healthcare
256
New
$5.42 - $7.08 $1.39K - $1.81K
256 $1K
NIC
Nicolet Bankshares Inc

Financial Services
7
+ 350.0%
$100.68 - $125.35 $705 - $877
9 $1K
NECB
North East Community Bancorp, Inc.

Financial Services
46
New
$20.74 - $24.08 $954 - $1.11K
46 $1K
NWBI
Northwest Bancshares, Inc.

Financial Services
73
+ 110.61%
$10.9 - $12.84 $796 - $937
139 $1K
NUVB
Nuvation Bio Inc.

Healthcare
716
New
$1.66 - $2.53 $1.19K - $1.81K
716 $1K
OFG
Ofg Bancorp

Financial Services
14
+ 66.67%
$34.78 - $43.28 $487 - $606
35 $1K
OI
O I Glass, Inc.

Consumer Cyclical
15
+ 11.9%
$9.62 - $15.51 $144 - $233
141 $2K
LPRO
Open Lending Corp

Financial Services
817
New
$0.83 - $2.27 $678 - $1.85K
817 $1K
OPY
Oppenheimer Holdings Inc

Financial Services
9
+ 36.0%
$51.21 - $66.6 $461 - $599
34 $2K
OSIS
Osi Systems Inc

Technology
3
+ 23.08%
$174.22 - $239.05 $523 - $717
16 $3K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
1
+ 0.41%
$43.45 - $49.4 $43.5 - $49.4
246 $12K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
39
+ 12.34%
$22.91 - $27.14 $893 - $1.06K
355 $8K
PGRE
Paramount Group, Inc.

Real Estate
9
+ 2.0%
$3.94 - $6.6 $35.5 - $59.4
460 $2K
MD
Mednax, Inc.

Healthcare
72
+ 14.6%
$12.0 - $15.17 $864 - $1.09K
565 $8K
PRGO
Perrigo CO PLC

Healthcare
64
+ 55.17%
$24.36 - $27.91 $1.56K - $1.79K
180 $4K
PAHC
Phibro Animal Health Corp

Healthcare
50
+ 185.19%
$16.53 - $25.66 $827 - $1.28K
77 $1K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2
+ 0.75%
$87.19 - $111.51 $174 - $223
268 $29K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
89
+ 26.49%
$13.46 - $16.77 $1.2K - $1.49K
425 $6K
PRCH
Porch Group, Inc.

Technology
147
New
$4.66 - $11.94 $685 - $1.76K
147 $1K
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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