Allworth Financial LP Purchases in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DOX
Amdocs LTD

Technology
213
+ 13.18%
$82.21 - $92.02 $17.5K - $19.6K
1.83K $167K
BC
Brunswick Corp

Consumer Cyclical
547
+ 4972.73%
$53.49 - $70.51 $29.3K - $38.6K
558 $30K
IDXX
Idexx Laboratories Inc

Healthcare
48
+ 3.19%
$406.29 - $469.04 $19.5K - $22.5K
1.56K $653K
IRBO
Ishares Robotics & Artificial

ETFs
930
+ 94.13%
N/A
1.92K $61K
SON
Sonoco Products CO

Consumer Cyclical
646
+ 152.0%
$44.71 - $49.22 $28.9K - $31.8K
1.07K $50K
AFG
American Financial Group Inc

Financial Services
254
+ 36.18%
$119.82 - $138.45 $30.4K - $35.2K
956 $125K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.09K
New
$25.1 - $27.85 $27.3K - $30.3K
1.09K $29K
IBKR
Interactive Brokers Group, Inc.

Financial Services
268
+ 19.45%
$161.03 - $235.53 $43.2K - $63.1K
1.65K $272K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
407
+ 11.33%
$59.63 - $64.37 $24.3K - $26.2K
4K $248K
ROL
Rollins Inc

Consumer Cyclical
230
+ 11.02%
$45.65 - $54.03 $10.5K - $12.4K
2.32K $125K
CDW
Cdw Corp

Technology
186
+ 101.64%
$160.26 - $206.13 $29.8K - $38.3K
369 $59K
HALO
Halozyme Therapeutics, Inc.

Healthcare
140
+ 11.76%
$47.74 - $65.16 $6.68K - $9.12K
1.33K $84K
NAK
Northern Dynasty Minerals LTD

Basic Materials
24.5K
New
$0.58 - $1.22 $14.2K - $29.9K
24.5K $28K
RMCF
Rocky Mountain Chocolate Factory, Inc.

Consumer Defensive
23.5K
New
$1.22 - $2.89 $28.7K - $67.9K
23.5K $28K
TFX
Teleflex Inc

Healthcare
212
+ 504.76%
$130.79 - $183.66 $27.7K - $38.9K
254 $35K
UHS
Universal Health Services Inc

Healthcare
4
+ 0.12%
$163.99 - $193.27 $656 - $773
3.27K $614K
EPR
Epr Properties

Real Estate
393
+ 52.96%
$43.98 - $53.81 $17.3K - $21.1K
1.14K $59K
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
1.17K
New
$23.6 - $25.75 $27.6K - $30.1K
1.17K $27K
NTR
Nutrien Ltd.

Basic Materials
506
+ 117.13%
$45.28 - $53.84 $22.9K - $27.2K
938 $46K
TDY
Teledyne Technologies Inc

Technology
40
+ 19.42%
$455.51 - $518.84 $18.2K - $20.8K
246 $122K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
21
+ 3.52%
$233.07 - $290.7 $4.89K - $6.1K
618 $166K
SAN
Banco Santander, S.A.

Financial Services
116
+ 0.98%
$4.46 - $7.14 $517 - $828
11.9K $79K
IVT
Inven Trust Properties Corp.

Real Estate
1.11K
+ 12.3%
$28.36 - $30.77 $31.4K - $34K
10.1K $296K
NWN
Northwest Natural Holding CO

Utilities
125
+ 1.89%
$38.31 - $42.72 $4.79K - $5.34K
6.73K $287K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
1.5K
New
$16.21 - $17.94 $24.3K - $26.9K
1.5K $26K
VICI
Vici Properties Inc.

Real Estate
311
+ 6.74%
$28.21 - $32.68 $8.77K - $10.2K
4.93K $160K
WY
Weyerhaeuser CO

Real Estate
608
+ 8.75%
$27.29 - $31.39 $16.6K - $19.1K
7.56K $221K
GLDM
World Gold Trust

ETFs
12
+ 0.46%
$52.19 - $61.89 $626 - $743
2.65K $163K
IMO
Imperial Oil LTD

Energy
110
+ 6.75%
$62.41 - $73.34 $6.87K - $8.07K
1.74K $125K
KMPR
Kemper Corp

Financial Services
360
+ 68.83%
$62.81 - $69.5 $22.6K - $25K
883 $59K
QDPL
Pacer Fds Tr Metaurus Us Large
1.45K
+ 9.51%
$36.5 - $40.04 $52.9K - $58K
16.7K $609K
SIG
Signet Jewelers LTD

Consumer Cyclical
445
+ 946.81%
$46.42 - $78.03 $20.7K - $34.7K
492 $28K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
715
+ 9.8%
$27.64 - $28.58 $19.8K - $20.4K
8.01K $228K
VEEV
Veeva Systems Inc

Healthcare
34
+ 4.17%
$210.58 - $246.8 $7.16K - $8.39K
849 $196K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
322
+ 56.39%
$78.0 - $84.37 $25.1K - $27.2K
893 $71K
IEF
Ishares Barclays

ETFs
215
+ 19.94%
$91.17 - $95.39 $19.6K - $20.5K
1.29K $123K
KEY
Keycorp

Financial Services
1.54K
+ 246.88%
$15.15 - $18.3 $23.4K - $28.2K
2.17K $34K
KEYS
Keysight Technologies, Inc.

Technology
319
+ 14.36%
$148.16 - $185.11 $47.3K - $59.1K
2.54K $380K
MNRO
Monro, Inc.

Consumer Cyclical
1.65K
+ 10986.67%
$14.47 - $24.54 $23.8K - $40.4K
1.66K $24K
SSNC
Ss&C Technologies Holdings Inc

Technology
115
+ 6.05%
$74.75 - $89.13 $8.6K - $10.2K
2.02K $168K
CHD
Church & Dwight CO Inc

Consumer Defensive
1
+ 0.02%
$101.42 - $113.2 $101 - $113
4.21K $463K
GL
Globe Life Inc.

Financial Services
103
+ 22.01%
$111.2 - $131.72 $11.5K - $13.6K
571 $75K
HE
Hawaiian Electric Industries Inc

Utilities
2.04K
+ 379.33%
$8.18 - $11.46 $16.7K - $23.3K
2.57K $28K
HSY
Hershey CO

Consumer Defensive
67
+ 0.94%
$144.74 - $186.36 $9.7K - $12.5K
7.19K $1.23M
NOK
Nokia Corp

Technology
2.25K
+ 15.99%
$4.43 - $5.42 $9.96K - $12.2K
16.3K $85K
PANW
Palo Alto Networks Inc

Technology
666
+ 8.27%
$167.82 - $208.28 $112K - $139K
8.72K $1.49M
RHI
Robert Half International Inc.

Industrials
650
+ 80.45%
$51.96 - $71.3 $33.8K - $46.3K
1.46K $79K
SSTK
Shutterstock, Inc.

Communication Services
1.29K
New
$17.79 - $34.5 $22.9K - $44.4K
1.29K $23K
STM
St Microelectronics N.V.

Technology
1.42K
+ 59.04%
$21.64 - $28.22 $30.7K - $40.1K
3.83K $83K
Activity Summary
Buys All Purchases 2143 New Holdings 301 Increased Positions 1842 Sells All Sells 1090 Reductions 1084 Sold out 6 Options Calls 1 Puts 5
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