Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Brookfield Corp
3.6K
+ 180.89%
N/A
5.58K $0
Brookfield Infrastructure CO
722
+ 57.44%
N/A
1.98K $0
Brookfield Renewable Corp
13
+ 2.6%
N/A
513 $0
BRKL
Brookline Bancorp Inc

Financial Services
4
+ 12.5%
$9.53 - $11.11 $38.1 - $44.4
36 $0
BFA
Brown Forman Corp Cl A
3
+ 2.26%
N/A
136 $0
BRT
Brt Apartments Corp.

Real Estate
2
New
$14.95 - $16.6 $29.9 - $33.2
2 $0
Bunge Global Sa
93
+ 9.89%
N/A
1.03K $0
BHRB
Burke Herbert Finl Svcs Corp C
3
New
N/A
3 $0
BFST
Business First Bancshares, Inc.

Financial Services
21
New
$21.5 - $24.92 $452 - $523
21 $0
BY
Byline Bancorp, Inc.

Financial Services
8
+ 3.79%
$23.25 - $27.19 $186 - $218
219 $5K
CDRE
Cadre Holdings, Inc.

Industrials
5
+ 26.32%
$28.17 - $36.48 $141 - $182
24 $0
CAMT
Camtek LTD

Technology
0
New
$50.56 - $84.56 $0 - $0
0 $0
Canadian Pacific Kansas City
712
+ 0.81%
N/A
88.6K $0
Canopy Growth Corp
21
+ 4.44%
N/A
494 $0
CCBG
Capital City Bank Group Inc

Financial Services
1
New
$33.01 - $39.35 $33 - $39.4
1 $0
Capital Group Core Balanced
390
+ 9.12%
N/A
4.67K $0
Capital Group Dividend Growe
4.37K
+ 295.54%
N/A
5.85K $0
CAPR
Capricor Therapeutics, Inc.

Healthcare
65
New
$6.34 - $14.23 $412 - $925
65 $0
CRBU
Caribou Biosciences, Inc.

Healthcare
156
New
$0.73 - $1.42 $114 - $222
156 $0
Cartesian Therapeutics Inc
15
New
N/A
15 $0
CASS
Cass Information Systems Inc

Industrials
1
+ 1.72%
$39.19 - $44.2 $39.2 - $44.2
59 $2K
CSTL
Castle Biosciences Inc

Healthcare
5
New
$15.8 - $21.98 $79 - $110
5 $0
Castor Maritime Inc
20
New
N/A
20 $0
CBZ
Cbiz, Inc.

Industrials
2
+ 40.0%
$66.19 - $79.64 $132 - $159
7 $0
CECE
Ceco Environmental Corp

Industrials
2
+ 3.33%
N/A
62 $0
Celestica Inc
1.04K
+ 509.27%
N/A
1.25K $0
Cel Sci Corp
4
New
N/A
4 $0
CGAU
Centerra Gold Inc.

Basic Materials
9
New
$5.52 - $7.58 $49.7 - $68.2
9 $0
EBR
Brazilian Electric Power CO

Utilities
23
+ 63.89%
$6.8 - $7.75 $156 - $178
59 $0
CENT
Central Garden & Pet CO

Consumer Defensive
13
New
$33.56 - $36.96 $436 - $480
13 $0
CPF
Central Pacific Financial Corp

Financial Services
13
New
$23.98 - $28.03 $312 - $364
13 $0
Centuri Holdings Inc
1
+ 7.14%
N/A
15 $0
Cg Oncology Inc
78
+ 243.75%
N/A
110 $0
CHX
Champion X Corp

Energy
96
+ 22.86%
$22.52 - $30.02 $2.16K - $2.88K
516 $12K
CHGG
Chegg, Inc

Consumer Defensive
52
+ 26.0%
$0.46 - $1.75 $23.9 - $91
252 $0
CHMG
Chemung Financial Corp

Financial Services
9
New
$40.73 - $49.98 $367 - $450
9 $0
CPK
Chesapeake Utilities Corp

Utilities
18
+ 5.68%
$116.0 - $135.5 $2.09K - $2.44K
335 $40K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
24
New
$13.4 - $15.08 $322 - $362
24 $0
Chimera Invt Corp
299
+ 378.48%
N/A
378 $0
China Yuchai Intl LTD
93
New
N/A
93 $0
Choiceone Finl Svcs Inc
46
New
N/A
46 $0
Circle Internet Group Inc
202
New
N/A
202 $0
CZNC
Citizens & Northern Corp

Financial Services
34
New
$18.07 - $20.04 $614 - $681
34 $0
CIO
City Office Reit, Inc.

Real Estate
6
New
$4.32 - $5.58 $25.9 - $33.5
6 $0
CLAR
Clarus Corp

Consumer Cyclical
12
New
$3.08 - $3.83 $37 - $46
12 $0
CLSD
Clearside Biomedical, Inc.

Healthcare
50
New
$0.74 - $0.93 $37 - $46.5
50 $0
CLMB
Climb Global Solutions Inc Com
5
New
N/A
5 $0
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
8
+ 50.0%
$10.48 - $12.62 $83.8 - $101
24 $0
Coherent Corp
1.56K
+ 330.23%
N/A
2.04K $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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