Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
6.97K
+ 51.82%
$76.89 - $115.35 $536K - $804K
20.4K $2.36M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
3.51K
+ 17570.0%
$267.56 - $340.8 $940K - $1.2M
3.53K $1.07M
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.8K
+ 5.25%
$23.55 - $27.67 $513K - $602K
437K $12.1M
SUB
Ishares Short Term National Mu

ETFs
5.85K
+ 1.01%
$104.77 - $106.34 $613K - $622K
585K $62.2M
NTNX
Nutanix, Inc.

Technology
13.7K
+ 2605.34%
$58.17 - $83.07 $794K - $1.13M
14.2K $1.08M
OFC
Corporate Office Properties Trust

Real Estate
43.3K
+ 17902.07%
N/A
43.6K $1.05M
UBER
Uber Technologies, Inc

Technology
6.22K
+ 28.64%
$64.62 - $93.3 $402K - $580K
27.9K $2.61M
NVS
Novartis Ag

Healthcare
971
+ 1.02%
$101.96 - $121.01 $99K - $118K
95.9K $11.6M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
116K
+ 5259.45%
$7.19 - $8.75 $835K - $1.02M
118K $1.03M
VLO
Valero Energy Corp

Energy
7.38K
+ 96.42%
$104.69 - $141.77 $773K - $1.05M
15K $2.02M
EFA
Ishares Tr Msci Eafe ETF

ETFs
884
+ 0.73%
$72.96 - $90.39 $64.5K - $79.9K
121K $10.8M
SNA
Snap On Inc

Industrials
3.24K
+ 638.26%
$292.36 - $342.2 $946K - $1.11M
3.74K $1.16M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
43.8K
+ 39.93%
$22.3 - $22.57 $976K - $988K
153K $3.45M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.88K
+ 11.01%
$139.8 - $197.22 $263K - $371K
19K $3.75M
HWM
Howmet Aerospace Inc.

Industrials
4.38K
+ 149.42%
$112.33 - $186.13 $492K - $816K
7.32K $1.36M
BALL
Ball Corp

Consumer Cyclical
17.1K
+ 431.17%
$44.94 - $56.99 $768K - $974K
21.1K $1.18M
SO
Southern CO

Utilities
10.8K
+ 6.43%
$84.91 - $92.56 $917K - $1M
179K $16.4M
USB
Us Bancorp \De\

Financial Services
15.9K
+ 20.73%
$36.4 - $45.76 $580K - $729K
92.8K $4.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.28K
+ 0.91%
$30.53 - $40.65 $39.1K - $52K
141K $5.75M
BX
Blackstone Inc.

Financial Services
4.21K
+ 13.27%
$120.07 - $151.11 $505K - $636K
35.9K $5.37M
MGC
Vanguard Mega Cap ETF

ETFs
3.95K
+ 211.52%
$179.23 - $224.92 $707K - $888K
5.81K $1.31M
CRS
Carpenter Technology Corp

Industrials
1.26K
+ 21.27%
$151.3 - $276.38 $190K - $348K
7.17K $1.98M
FMB
First Tr Exchange Traded Fd Ii

ETFs
19K
+ 24.49%
$49.12 - $50.93 $934K - $969K
96.7K $4.82M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
26.4K
+ 8.74%
$27.29 - $29.28 $721K - $774K
329K $9.62M
BFK
Blackrock Municipal Income Trust

Financial Services
93.3K
+ 2861.97%
$9.2 - $9.99 $859K - $932K
96.6K $926K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
39K
+ 40.61%
$22.81 - $22.97 $889K - $895K
135K $3.09M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
18.2K
+ 4.46%
$46.41 - $47.7 $845K - $869K
427K $20.3M
AN
Autonation, Inc.

Consumer Cyclical
4.38K
+ 873.31%
$155.71 - $201.03 $683K - $881K
4.89K $970K
FAS
Direxion Daily Financial Bull

ETFs
5.09K
New
$105.31 - $168.6 $536K - $858K
5.09K $857K
QLD
Proshares Ultra Qqq

ETFs
7K
+ 615.22%
$69.34 - $117.71 $485K - $823K
8.13K $957K
NEE
Nextera Energy Inc

Utilities
20.5K
+ 5.25%
$64.11 - $75.0 $1.31M - $1.54M
410K $28.5M
ARES
Ares Management Corp

Financial Services
4.7K
+ 413.46%
$118.04 - $175.83 $555K - $827K
5.84K $1.01M
EMR
Emerson Electric CO

Industrials
2.55K
+ 12.3%
$94.15 - $133.33 $240K - $340K
23.3K $3.11M
DGRO
Ishares Core Dividend Growth E

ETFs
6.96K
+ 4.07%
$55.22 - $63.94 $385K - $445K
178K $11.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.34K
+ 1.79%
$77.94 - $79.5 $572K - $584K
418K $33.2M
TRMB
Trimble Inc.

Technology
10.4K
+ 2131.76%
$55.12 - $75.98 $573K - $790K
10.9K $827K
MSI
Motorola Solutions, Inc.

Technology
1.95K
+ 126.08%
$394.72 - $440.39 $769K - $858K
3.49K $1.47M
TY
Tri Continental Corp

Financial Services
24K
+ 146.14%
$27.37 - $31.84 $658K - $765K
40.5K $1.28M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
86.5K
New
$8.43 - $8.77 $729K - $759K
86.5K $751K
ERX
Direxion Daily Energy Bull 2 X

ETFs
14.4K
New
$42.83 - $66.07 $617K - $951K
14.4K $739K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
38.3K
+ 13335.19%
$17.17 - $19.9 $657K - $762K
38.6K $742K
NSC
Norfolk Southern Corp

Industrials
2.18K
+ 24.46%
$206.34 - $257.46 $450K - $562K
11.1K $2.84M
COIN
Coinbase Global, Inc.

Technology
811
+ 33.61%
$151.47 - $375.07 $123K - $304K
3.22K $1.13M
VICI
Vici Properties Inc.

Real Estate
21.9K
+ 444.06%
$29.41 - $32.97 $643K - $721K
26.8K $873K
TDVG
T Rowe Price Exchange Traded F

Technology
4.55K
+ 1.74%
$36.12 - $42.38 $164K - $193K
266K $11.3M
CUZ
Cousins Properties Inc

Real Estate
23.1K
+ 7808.11%
$25.15 - $30.53 $581K - $706K
23.4K $702K
NTAP
Net App, Inc.

Technology
4.92K
+ 54.4%
$76.1 - $106.55 $374K - $524K
14K $1.49M
APP
App Lovin Corp

Technology
1.76K
+ 205.38%
$219.37 - $417.89 $385K - $734K
2.61K $914K
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.85K
+ 0.86%
$24.21 - $29.47 $93.1K - $113K
453K $13.3M
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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