Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ATRC
Atri Cure, Inc.

Healthcare
4
+ 66.67%
$29.07 - $34.94 $116 - $140
10 $0
Ats Corporation
120
New
N/A
120 $0
AEYE
Audioeye Inc

Technology
33
New
$9.95 - $14.05 $328 - $464
33 $0
AUTL
Autolus Therapeutics PLC

Healthcare
50
New
$1.14 - $2.4 $57 - $120
50 $0
Avadel Pharmaceuticals PLC
87
+ 300.0%
N/A
116 $0
AVNW
Aviat Networks, Inc.

Technology
17
New
$16.3 - $24.05 $277 - $409
17 $0
BTG
B2 Gold Corp

Basic Materials
34
+ 200.0%
$2.64 - $3.77 $89.8 - $128
51 $0
BLZE
Backblaze, Inc.

Technology
119
New
$4.26 - $5.98 $507 - $712
119 $0
BLDP
Ballard Power Systems Inc.

Industrials
300
+ 1200.0%
$1.02 - $1.79 $306 - $537
325 $0
BBDO
Banco Bradesco S.A.

Financial Services
110
New
$1.86 - $2.73 $205 - $300
110 $0
BWFG
Bankwell Financial Group, Inc.

Financial Services
10
New
$27.71 - $36.46 $277 - $365
10 $0
BARK
Bark, Inc.

Consumer Cyclical
236
New
$0.81 - $1.42 $191 - $335
236 $0
Barrick Mng Corp
16.8K
New
N/A
16.8K $0
BAX
Baxter International Inc

Healthcare
394
+ 13.89%
$27.8 - $34.02 $11K - $13.4K
3.23K $97K
BCML
Bay Com Corp

Financial Services
11
New
$24.08 - $27.94 $265 - $307
11 $0
BCBP
Bcb Bancorp Inc

Financial Services
91
New
$7.7 - $9.91 $701 - $902
91 $0
BZH
Beazer Homes Usa Inc

Consumer Cyclical
5
+ 14.29%
$17.94 - $23.34 $89.7 - $117
40 $0
BELFB
Bel Fuse Inc.

Technology
7
New
$60.82 - $97.69 $426 - $684
7 $0
BHE
Benchmark Electronics Inc

Technology
3
+ 6.52%
$32.53 - $39.36 $97.6 - $118
49 $1K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
10
New
$22.9 - $26.78 $229 - $268
10 $0
BRY
Berry Corp (Bry)

Energy
208
New
$2.17 - $3.3 $451 - $686
208 $0
Bgc Group Inc
263
+ 171.9%
N/A
416 $0
Biohaven LTD
444
+ 439.6%
N/A
545 $0
BMEA
Biomea Fusion, Inc.

Healthcare
4
New
$1.37 - $2.9 $5.48 - $11.6
4 $0
BTMD
Biote Corp.

Healthcare
19
New
$3.25 - $4.28 $61.8 - $81.3
19 $0
Biovie Inc
2K
New
N/A
2K $0
Bit Mining Limited
100
New
N/A
100 $0
Bitwise Bitcoin ETF Tr
343
+ 8.18%
N/A
4.54K $0
Bkv Corp
75
New
N/A
75 $0
BCAT
Black Rock Capital Allocation Trust

ETFs
8
+ 50.0%
$13.2 - $15.27 $106 - $122
24 $0
Blackrock ETF Trust Ii
447
+ 64.04%
N/A
1.15K $0
BME
Black Rock Health Sciences Trust

Financial Services
5
New
$34.86 - $38.42 $174 - $192
5 $0
Blackrock Inc
301
+ 12.74%
N/A
2.66K $0
Blackrock Income Tr Inc
148
+ 2.19%
N/A
6.92K $0
BLW
Blackrock LTD Duration Income Trust

Financial Services
14
+ 1.08%
$12.75 - $14.21 $179 - $199
1.31K $18K
BST
Black Rock Science & Technology Trust

Financial Services
1
+ 16.67%
$29.62 - $38.3 $29.6 - $38.3
7 $0
BLFY
Blue Foundry Bancorp

Financial Services
9
New
$8.56 - $10.2 $77 - $91.8
9 $0
Bondbloxx ETF Trust
275
New
N/A
275 $0
XFIV
Bondbloxx ETF Tr 5 Yr Target D
327
New
N/A
327 $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
491
New
N/A
491 $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
391
New
N/A
391 $0
BORR
Borr Drilling LTD

Energy
410
+ 19.68%
$1.61 - $2.29 $660 - $939
2.49K $4K
BWMN
Bowman Consulting Group Ltd.

Industrials
1
New
$21.1 - $28.97 $21.1 - $29
1 $0
Brenmiller Energy LTD
20
New
N/A
20 $0
BRFS
Brf S.A.

Consumer Defensive
34
New
$3.11 - $4.0 $106 - $136
34 $0
Briacell Therapeutics Corp
70
New
N/A
70 $0
BWB
Bridgewater Bancshares Inc

Financial Services
58
New
$12.29 - $16.19 $713 - $939
58 $0
Brightspring Health Svcs Inc
3
New
N/A
3 $0
Brookfield Asset Managmt LTD
112
+ 24.24%
N/A
574 $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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