Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TBPH
Theravance Biopharma, Inc.

Healthcare
120
+ 279.07%
$8.32 - $11.25 $998 - $1.35K
163 $1K
SFYF
Sofi Social 50 ETF

ETFs
27
New
$33.98 - $46.81 $917 - $1.26K
27 $1K
TDW
Tidewater Inc

Energy
2
+ 1.16%
$32.27 - $48.26 $64.5 - $96.5
174 $8K
TKR
Timken CO

Industrials
8
+ 8.89%
$57.34 - $74.03 $459 - $592
98 $7K
TNET
Trinet Group, Inc.

Industrials
4
+ 40.0%
$72.67 - $86.45 $291 - $346
14 $1K
TRST
Trustco Bank Corp N Y

Financial Services
17
+ 130.77%
$27.56 - $33.42 $469 - $568
30 $1K
USPH
U S Physical Therapy Inc

Healthcare
13
+ 43.33%
$65.08 - $79.84 $846 - $1.04K
43 $3K
UDMY
Udemy, Inc.

Consumer Defensive
253
+ 843.33%
$5.78 - $7.9 $1.46K - $2K
283 $1K
UGP
Ultrapar Holdings Inc

Energy
43
+ 7.24%
$2.76 - $3.28 $119 - $141
637 $2K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
29
+ 23.97%
N/A
150 $7K
VCEL
Vericel Corp

Healthcare
27
+ 21.77%
$37.92 - $45.7 $1.02K - $1.23K
151 $6K
VRNT
Verint Systems Inc

Technology
37
+ 22.16%
N/A
204 $6K
VCTR
Victory Capital Holdings, Inc.

Financial Services
6
+ 10.0%
$51.28 - $64.94 $308 - $390
66 $4K
VFF
Village Farms International, Inc.

Consumer Defensive
500
+ 25.0%
$0.48 - $1.26 $240 - $630
2.5K $2K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
90
+ 22.84%
$12.29 - $15.47 $1.11K - $1.39K
484 $7K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
48
New
$17.41 - $22.89 $836 - $1.1K
48 $1K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
200
New
$7.12 - $7.84 $1.42K - $1.57K
200 $1K
WSBF
Waterstone Financial, Inc.

Financial Services
80
New
$11.86 - $13.94 $949 - $1.12K
80 $1K
WMK
Weis Markets Inc

Consumer Defensive
5
+ 50.0%
$71.84 - $88.84 $359 - $444
15 $1K
WAL
Western Alliance Bancorporation

Financial Services
6
+ 1.69%
$61.0 - $79.94 $366 - $480
360 $28K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
20
+ 1.98%
$8.72 - $10.05 $174 - $201
1.03K $10K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
486
New
$3.55 - $4.0 $1.73K - $1.94K
486 $1K
WEX
Wex Inc.

Technology
6
+ 14.29%
$113.47 - $161.8 $681 - $971
48 $7K
WSR
Whitestone Reit

Real Estate
160
+ 45.33%
$12.06 - $14.62 $1.93K - $2.34K
513 $6K
WWW
Wolverine World Wide Inc

Consumer Cyclical
20
+ 8.7%
$10.07 - $18.79 $201 - $376
250 $4K
WOR
Worthington Industries Inc

Industrials
1
+ 3.03%
$44.09 - $63.81 $44.1 - $63.8
34 $2K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
23
+ 191.67%
$28.23 - $38.37 $649 - $883
35 $1K
XMTR
Xometry, Inc.

Industrials
7
+ 29.17%
$19.34 - $36.75 $135 - $257
31 $1K
XPEL
Xpel, Inc.

Consumer Cyclical
39
+ 102.63%
$24.72 - $38.85 $964 - $1.52K
77 $2K
YEXT
Yext, Inc.

Technology
2
+ 1.28%
$5.61 - $8.97 $11.2 - $17.9
158 $1K
YORW
York Water CO

Utilities
42
+ 44.68%
$31.6 - $36.28 $1.33K - $1.52K
136 $4K
ZIMV
Zim Vie Inc.

Healthcare
83
+ 207.5%
$8.28 - $10.56 $687 - $876
123 $1K
Tidal Trust I
3.25K
New
N/A
3.25K $0
SRCE
1 St Source Corp

Financial Services
3
New
$53.28 - $62.88 $160 - $189
3 $0
2023 ETF Series Trust Ii
173K
+ 2.17%
N/A
8.13M $0
22 Nd Centy Group Inc
2
New
N/A
2 $0
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
150
New
$2.51 - $4.79 $376 - $719
150 $0
AIR
Aar Corp

Industrials
3
New
$48.56 - $69.04 $146 - $207
3 $0
THW
Tekla World Healthcare Fund

Financial Services
11
+ 47.83%
$10.05 - $11.31 $111 - $124
34 $0
ACTG
Acacia Research Corp

Industrials
31
New
$2.84 - $3.89 $88 - $121
31 $0
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
1
+ 0.52%
$34.1 - $47.63 $34.1 - $47.6
195 $8K
ARAY
Accuray Inc

Healthcare
29
New
$1.22 - $1.82 $35.4 - $52.8
29 $0
ACVA
Acv Auctions Inc.

Consumer Cyclical
2
+ 4.55%
$12.82 - $17.04 $25.6 - $34.1
46 $0
AFCG
Afc Gamma, Inc.

Real Estate
36
+ 33.03%
$4.38 - $5.83 $158 - $210
145 $0
Aegon LTD
433
+ 4.68%
N/A
9.69K $0
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
30
New
$5.8 - $7.9 $174 - $237
30 $0
Agenus Inc
71
+ 887.5%
N/A
79 $0
AGL
Agilon Health, Inc.

Healthcare
673
+ 79.18%
$2.1 - $5.68 $1.41K - $3.82K
1.52K $3K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
4
+ 36.36%
$24.53 - $35.75 $98.1 - $143
15 $0
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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