Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WST
West Pharmaceutical Services Inc

Healthcare
2
+ 0.44%
$190.39 - $227.7 $381 - $455
457 $99K
AXGN
Axogen, Inc.

Healthcare
79
+ 15.96%
$9.29 - $17.81 $734 - $1.41K
574 $6K
HP
Helmerich & Payne, Inc.

Energy
3
+ 1.09%
$15.16 - $26.78 $45.5 - $80.3
278 $4K
HRL
Hormel Foods Corp

Consumer Defensive
264
+ 1.68%
$29.11 - $31.44 $7.69K - $8.3K
16K $484K
PCH
Potlatchdeltic Corp

Real Estate
7
+ 1.47%
$37.16 - $44.86 $260 - $314
482 $18K
XPEV
Xpeng Inc.

Consumer Cyclical
35
+ 2.54%
$16.42 - $22.25 $575 - $779
1.41K $25K
BBDC
Barings Bdc, Inc.

Financial Services
232
+ 1.44%
$7.89 - $9.51 $1.83K - $2.21K
16.4K $149K
CHE
Chemed Corp

Healthcare
32
+ 20.51%
$486.93 - $619.21 $15.6K - $19.8K
188 $91K
IOSP
Innospec Inc.

Basic Materials
9
+ 2.05%
$82.54 - $95.65 $743 - $861
449 $37K
LNC
Lincoln National Corp

Financial Services
107
+ 1.85%
$28.95 - $37.27 $3.1K - $3.99K
5.89K $203K
TFX
Teleflex Inc

Healthcare
16
+ 6.3%
$117.53 - $141.38 $1.88K - $2.26K
270 $31K
TREX
Trex CO Inc

Industrials
2
+ 0.21%
$50.52 - $61.77 $101 - $124
951 $51K
FRME
First Merchants Corp

Financial Services
6
+ 0.21%
$34.13 - $40.19 $205 - $241
2.82K $108K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
86
+ 1.46%
$45.3 - $50.64 $3.9K - $4.36K
5.99K $293K
CMF
Ishares California Muni Bond E

ETFs
69
+ 0.44%
$54.52 - $56.7 $3.76K - $3.91K
15.7K $876K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
99
+ 3.35%
$6.01 - $8.06 $595 - $798
3.06K $18K
TPL
Texas Pacific Land Corp

Energy
2
+ 7.41%
$1036.28 - $1430.55 $2.07K - $2.86K
29 $30K
TSN
Tyson Foods, Inc.

Consumer Defensive
150
+ 8.8%
$54.33 - $63.56 $8.15K - $9.53K
1.86K $103K
WABC
Westamerica Bancorporation

Financial Services
105
+ 2.37%
$43.72 - $50.7 $4.59K - $5.32K
4.53K $219K
PBA
Pembina Pipeline Corp

Energy
50
+ 1.56%
$35.16 - $40.88 $1.76K - $2.04K
3.26K $122K
XNCR
Xencor Inc

Healthcare
80
+ 3.43%
$7.52 - $11.26 $602 - $901
2.41K $18K
CRGY
Crescent Energy CO

Energy
136
+ 4.53%
$7.29 - $11.18 $991 - $1.52K
3.14K $26K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
295
+ 0.19%
$10.51 - $11.34 $3.1K - $3.35K
156K $1.74M
UNFI
United Natural Foods Inc

Consumer Defensive
46
+ 2.41%
$21.3 - $31.55 $980 - $1.45K
1.96K $45K
AUR
Aurora Innovation, Inc.

Technology
481
+ 6.38%
$5.17 - $8.14 $2.49K - $3.92K
8.02K $42K
CBT
Cabot Corp

Basic Materials
19
+ 1.71%
$72.47 - $84.35 $1.38K - $1.6K
1.13K $84K
PFG
Principal Financial Group Inc

Financial Services
362
+ 4.56%
$69.56 - $86.19 $25.2K - $31.2K
8.3K $659K
TLRY
Tilray Brands, Inc.

Healthcare
297
+ 0.68%
$0.36 - $0.65 $107 - $193
44.1K $18K
DOW
Dow Inc.

Basic Materials
7.39K
+ 30.21%
$25.81 - $34.89 $191K - $258K
31.9K $843K
ALHC
Alignment Healthcare, Inc.

Healthcare
510
+ 11.49%
$13.7 - $19.78 $6.99K - $10.1K
4.95K $69K
BRBR
Bellring Brands, Inc.

Consumer Defensive
75
+ 6.81%
$57.26 - $78.92 $4.29K - $5.92K
1.18K $68K
MGY
Magnolia Oil & Gas Corp

Energy
18
+ 0.36%
$19.6 - $25.72 $353 - $463
5.06K $113K
IRT
Independence Realty Trust, Inc.

Real Estate
26
+ 0.6%
$17.41 - $21.38 $453 - $556
4.33K $76K
CAG
Conagra Brands Inc.

Consumer Defensive
1.05K
+ 17.09%
$20.4 - $26.78 $21.4K - $28.1K
7.2K $147K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
456
+ 1.08%
$90.85 - $102.31 $41.4K - $46.7K
42.7K $4.3M
AROC
Archrock, Inc.

Energy
96
+ 0.66%
$21.0 - $27.11 $2.02K - $2.6K
14.6K $362K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
349
+ 1.4%
$11.76 - $13.64 $4.1K - $4.76K
25.2K $320K
WDFC
Wd 40 CO

Basic Materials
1
+ 0.08%
$217.49 - $248.93 $217 - $249
1.26K $287K
IAC
Iac/Inter Active Corp

Communication Services
119
+ 3.47%
$32.68 - $40.02 $3.89K - $4.76K
3.55K $132K
MKC
Mccormick & CO Inc

Consumer Defensive
38
+ 0.85%
$71.11 - $82.25 $2.7K - $3.13K
4.49K $340K
ACGL
Arch Capital Group Ltd.

Financial Services
361
+ 2.54%
$84.99 - $96.82 $30.7K - $35K
14.6K $1.33M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
167
+ 0.32%
$42.44 - $49.08 $7.09K - $8.2K
51.8K $2.48M
CHDN
Churchill Downs Inc

Consumer Cyclical
263
+ 3.66%
$87.99 - $111.79 $23.1K - $29.4K
7.44K $751K
CHD
Church & Dwight CO Inc

Consumer Defensive
26
+ 0.62%
$91.57 - $110.76 $2.38K - $2.88K
4.24K $407K
KRO
Kronos Worldwide Inc

Basic Materials
709
+ 1.04%
$6.0 - $7.75 $4.25K - $5.49K
69.2K $429K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
242
+ 0.52%
$10.68 - $12.73 $2.58K - $3.08K
46.4K $496K
GIS
General Mills Inc

Consumer Defensive
1.31K
+ 5.98%
$50.37 - $60.97 $66.1K - $80K
23.2K $1.2M
HPQ
Hp Inc

Technology
1.17K
+ 2.78%
$21.88 - $29.32 $25.6K - $34.2K
43.2K $1.06M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
741
+ 0.87%
$68.13 - $74.77 $50.5K - $55.4K
86K $6.26M
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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