Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PCB
Pcb Bancorp

Financial Services
36
New
$16.8 - $20.98 $605 - $755
36 $0
Peakstone Realty Trust
40
+ 0.91%
N/A
4.46K $0
PGC
Peapack Gladstone Financial Corp

Financial Services
15
New
$24.64 - $29.4 $370 - $441
15 $0
PNTG
Pennant Group, Inc.

Healthcare
13
New
$24.35 - $30.0 $317 - $390
13 $0
PFSI
Penny Mac Financial Services, Inc.

Financial Services
1
+ 1.92%
$89.28 - $103.69 $89.3 - $104
53 $5K
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
1
New
$24.7 - $30.88 $24.7 - $30.9
1 $0
PPTA
Perpetua Resources Corp.

Basic Materials
6
New
$8.98 - $17.13 $53.9 - $103
6 $0
PSNL
Personalis, Inc.

Healthcare
65
New
$3.0 - $6.57 $195 - $427
65 $0
Pimco ETF Tr
57
+ 1.0%
N/A
5.77K $0
Pimco ETF Tr
211
New
N/A
211 $0
MYPS
Playstudios, Inc.

Communication Services
6
New
$1.17 - $1.66 $7.02 - $9.96
6 $0
POET
Poet Technologies Inc.

Technology
100
New
$3.21 - $5.45 $321 - $545
100 $0
Ponce Financial Group Inc
1
New
N/A
1 $0
POST
Post Holdings, Inc.

Consumer Defensive
7
+ 6.8%
$107.47 - $118.46 $752 - $829
110 $11K
Praxis Precision Medicines I
63
+ 1050.0%
N/A
69 $0
PGEN
Precigen, Inc.

Healthcare
294
New
$1.17 - $1.62 $344 - $476
294 $0
Precipio Inc
3
New
N/A
3 $0
PBH
Prestige Consumer Healthcare Inc.

Healthcare
14
+ 19.18%
$78.57 - $89.09 $1.1K - $1.25K
87 $6K
FRST
Primis Financial Corp.

Financial Services
43
New
$7.94 - $10.85 $341 - $467
43 $0
Primo Brands Corporation
210
+ 500.0%
N/A
252 $0
Princeton Bancorp Inc
2
New
N/A
2 $0
Priority Technology Hldgs In
329
New
N/A
329 $0
PRVA
Privia Health Group, Inc.

Healthcare
1
+ 0.1%
$21.48 - $25.07 $21.5 - $25.1
989 $22K
PRO
Pros Holdings, Inc.

Technology
18
New
$13.98 - $20.02 $252 - $360
18 $0
Proshares Tr
1.41K
+ 384.43%
N/A
1.77K $0
UYM
Proshares Ultra Basic Material
2.8K
New
N/A
2.8K $0
Proshares Tr
104
+ 10400.0%
N/A
105 $0
PLSE
Pulse Biosciences, Inc.

Healthcare
8
New
$14.48 - $19.27 $116 - $154
8 $0
PBYI
Puma Biotechnology, Inc.

Healthcare
1
New
$2.74 - $3.72 $2.74 - $3.72
1 $0
PCYO
Pure Cycle Corp

Utilities
5
New
$9.86 - $11.0 $49.3 - $55
5 $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
2K
New
N/A
2K $0
Qiagen Nv
796
+ 260.13%
N/A
1.1K $0
QFIN
360 Digi Tech, Inc.

Financial Services
3
+ 3.45%
$35.33 - $46.05 $106 - $138
90 $3K
QUAD
Quad/Graphics, Inc.

Industrials
149
New
$4.75 - $6.01 $708 - $895
149 $0
Qvc Group Inc
4
New
N/A
4 $0
Qxo Inc
1.15K
+ 1740.91%
N/A
1.22K $0
RLGT
Radiant Logistics, Inc

Industrials
7
New
$5.57 - $6.54 $39 - $45.8
7 $0
Ralliant Corp
118
New
N/A
118 $0
RLYB
Rallybio Corp

Healthcare
50
New
$0.25 - $0.61 $12.5 - $30.5
50 $0
Ramaco Res Inc
2
New
N/A
2 $0
RBB
Rbb Bancorp

Financial Services
35
New
N/A
35 $0
Rbb Fd Inc
1.84K
+ 587.26%
N/A
2.16K $0
RMAX
Re/Max Holdings, Inc.

Real Estate
44
New
$7.03 - $8.99 $309 - $396
44 $0
RRBI
Red River Bancshares Inc

Financial Services
5
New
$48.24 - $58.94 $241 - $295
5 $0
Reddit Inc
1.12K
+ 573.33%
N/A
1.31K $0
ENOB
Enochian Biosciences Inc

Healthcare
122
New
N/A
122 $0
Resolute Hldgs Mgmt Inc
4
New
N/A
4 $0
Rezolve Ai PLC
1K
New
N/A
1K $0
RGCO
Rgc Resources Inc

Utilities
3
New
$20.27 - $22.92 $60.8 - $68.8
3 $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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