Allworth Financial LP Incresed Positions in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COOP
Mr. Cooper Group Inc.

Financial Services
87
+ 24.51%
$91.4 - $119.6 $7.95K - $10.4K
442 $52K
BTU
Peabody Energy Corp

Energy
1.61K
+ 315.04%
$12.48 - $20.86 $20.1K - $33.6K
2.13K $28K
SGH
Smart Global Holdings, Inc.

Technology
1.01K
+ 353.87%
N/A
1.29K $22K
PBRA
Petroleo Bras Ads (Ea Reptg 2
1.31K
+ 26.42%
N/A
6.26K $82K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
48
+ 11.43%
$132.75 - $177.12 $6.37K - $8.5K
468 $71K
STE
Steris PLC

Healthcare
26
+ 4.41%
$202.46 - $232.74 $5.26K - $6.05K
616 $139K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
50
+ 2.28%
$63.07 - $73.5 $3.15K - $3.68K
2.25K $157K
ABEV
Ambev S.A.

Consumer Defensive
2.06K
+ 7.86%
$1.77 - $2.37 $3.64K - $4.88K
28.2K $65K
CBRE
Cbre Group, Inc.

Real Estate
135
+ 21.23%
$121.79 - $147.13 $16.4K - $19.9K
771 $100K
CHTR
Charter Communications, Inc.

Communication Services
27
+ 10.55%
$334.89 - $384.77 $9.04K - $10.4K
283 $104K
FE
Firstenergy Corp

Utilities
353
+ 7.38%
$37.95 - $43.5 $13.4K - $15.4K
5.14K $207K
MPW
Medical Properties Trust Inc

Real Estate
806
+ 13.25%
$3.83 - $6.21 $3.09K - $5.01K
6.89K $41K
JFR
Nuveen Floating Rate Income Fund

Financial Services
2.02K
+ 269.96%
$8.41 - $9.05 $17K - $18.3K
2.77K $23K
PCAR
Paccar Inc

Industrials
354
+ 13.54%
$96.91 - $112.51 $34.3K - $39.8K
2.97K $288K
PKG
Packaging Corp Of America

Consumer Cyclical
139
+ 35.37%
$192.03 - $242.13 $26.7K - $33.7K
532 $105K
PAYC
Paycom Software, Inc.

Technology
53
+ 12.9%
$199.42 - $225.82 $10.6K - $12K
464 $101K
PBF
Pbf Energy Inc.

Energy
1.09K
+ 194.3%
$18.97 - $31.31 $20.7K - $34.1K
1.65K $31K
UGI
Ugi Corp

Utilities
148
+ 5.91%
$28.0 - $34.16 $4.14K - $5.06K
2.65K $87K
APO
Apollo Global Management, Inc.

Financial Services
304
+ 33.08%
$126.01 - $172.06 $38.3K - $52.3K
1.22K $167K
BANF
Bancfirst Corp

Financial Services
149
+ 317.02%
$108.28 - $123.19 $16.1K - $18.4K
196 $21K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
2.33K
+ 10108.7%
$7.17 - $12.89 $16.7K - $30K
2.35K $16K
OWL
Blue Owl Capital Inc.

Financial Services
998
+ 70.48%
$18.49 - $26.68 $18.5K - $26.6K
2.41K $48K
CNC
Centene Corp

Healthcare
254
+ 6.15%
$55.93 - $65.89 $14.2K - $16.7K
4.39K $266K
CHE
Chemed Corp

Healthcare
5
+ 3.31%
$521.84 - $615.32 $2.61K - $3.08K
156 $95K
CC
Chemours CO

Basic Materials
1.33K
+ 217.93%
$13.41 - $19.99 $17.8K - $26.5K
1.93K $26K
CRUS
Cirrus Logic, Inc.

Technology
154
+ 2.53%
$97.89 - $111.4 $15.1K - $17.2K
6.25K $622K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
847
+ 38.55%
$43.49 - $58.8 $36.8K - $49.8K
3.04K $132K
PHG
Koninklijke Philips Nv

Healthcare
645
+ 16.15%
$24.92 - $28.61 $16.1K - $18.5K
4.64K $117K
MOS
Mosaic CO

Basic Materials
537
+ 102.29%
$23.08 - $28.8 $12.4K - $15.5K
1.06K $28K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
2.71K
+ 1178.7%
$5.62 - $10.15 $15.2K - $27.5K
2.94K $18K
PPL
Ppl Corp

Utilities
72
+ 2.04%
$31.68 - $36.11 $2.28K - $2.6K
3.6K $130K
RC
Ready Capital Corp

Real Estate
3.25K
+ 831.71%
$4.9 - $7.05 $15.9K - $22.9K
3.64K $18K
HOOD
Robinhood Markets, Inc.

Technology
266
+ 23.44%
$35.63 - $65.28 $9.48K - $17.4K
1.4K $58K
SNEX
Stone X Group Inc.

Financial Services
429
+ 52.64%
$76.12 - $126.89 $32.7K - $54.4K
1.24K $95K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
375
+ 0.85%
$48.29 - $51.95 $18.1K - $19.5K
44.7K $2.22M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
23
+ 1.96%
$46.15 - $63.53 $1.06K - $1.46K
1.2K $73K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
455
+ 318.18%
$32.86 - $38.05 $15K - $17.3K
598 $19K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
193
+ 6.29%
$9.49 - $14.83 $1.83K - $2.86K
3.26K $44K
FUL
Fuller H B CO

Basic Materials
304
+ 215.6%
$52.88 - $64.28 $16.1K - $19.5K
445 $24K
HSIC
Henry Schein Inc

Healthcare
232
+ 24.52%
$68.49 - $81.91 $15.9K - $19K
1.18K $80K
HBAN
Huntington Bancshares Inc

Financial Services
1.63K
+ 22.46%
$14.28 - $17.39 $23.3K - $28.3K
8.89K $133K
IGF
Ishares Global Infrastructure

ETFs
250
+ 57.34%
$51.96 - $54.84 $13K - $13.7K
686 $37K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
298
+ 93.42%
$50.72 - $50.92 $15.1K - $15.2K
617 $31K
KD
Kyndryl Holdings, Inc.

Technology
1.45K
+ 15.16%
$31.32 - $43.45 $45.5K - $63.2K
11K $346K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
197
+ 131.33%
$96.88 - $148.78 $19.1K - $29.3K
347 $34K
MKSI
Mks Instruments Inc

Technology
214
+ 257.83%
$78.89 - $122.69 $16.9K - $26.3K
297 $23K
MHK
Mohawk Industries Inc

Consumer Cyclical
158
+ 36.16%
$110.92 - $130.83 $17.5K - $20.7K
595 $67K
MPLX
Mplx LP

Energy
10
+ 0.39%
$47.88 - $54.65 $479 - $547
2.59K $138K
NRG
Nrg Energy, Inc.

Utilities
122
+ 19.18%
$84.82 - $113.33 $10.3K - $13.8K
758 $72K
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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