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
TOWN
Towne Bank (Va)

Financial Services
355
+ 200.56%
$32.13 - $37.51 $11.4K - $13.3K
532 $18K
WBS
Webster Financial Corp

Financial Services
286
+ 43.66%
$47.55 - $61.41 $13.6K - $17.6K
941 $48K
SIVR
Abrdn Silver ETF Trust

ETFs
215
+ 24.68%
$28.07 - $32.82 $6.04K - $7.06K
1.09K $35K
ASML
Asml Holding Nv

Technology
77
+ 5.97%
$662.63 - $776.99 $51K - $59.8K
1.37K $905K
BXSL
Blackstone Secured Lending Fund

Financial Services
274
+ 0.6%
$31.3 - $34.5 $8.58K - $9.45K
45.8K $1.48M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
662
+ 97.78%
$25.0 - $39.76 $16.6K - $26.3K
1.34K $33K
EHC
Encompass Health Corp

Healthcare
65
+ 12.75%
$91.05 - $102.2 $5.92K - $6.64K
575 $58K
GHC
Graham Holdings CO

Consumer Defensive
9
+ 34.62%
$854.34 - $983.77 $7.69K - $8.85K
35 $33K
HTBK
Heritage Commerce Corp

Financial Services
1.11K
+ 260.09%
$8.75 - $10.75 $9.7K - $11.9K
1.53K $14K
INTU
Intuit Inc

Technology
87
+ 2.97%
$555.63 - $630.23 $48.3K - $54.8K
3.01K $1.85M
TAP
Molson Coors Beverage CO

Consumer Defensive
96
+ 6.5%
$52.44 - $62.91 $5.03K - $6.04K
1.57K $95K
PBA
Pembina Pipeline Corp

Energy
31
+ 0.98%
$35.13 - $40.12 $1.09K - $1.24K
3.21K $128K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
2.53K
+ 181.29%
$5.29 - $10.87 $13.4K - $27.5K
3.92K $20K
SNN
Smith & Nephew PLC

Healthcare
112
+ 5.28%
$23.89 - $30.34 $2.68K - $3.4K
2.23K $63K
TY
Tri Continental Corp

Financial Services
863
+ 5.54%
$30.4 - $32.91 $26.2K - $28.4K
16.4K $504K
ACI
Albertsons Companies, Inc.

Consumer Defensive
431
+ 100.94%
$19.58 - $22.02 $8.44K - $9.49K
858 $18K
AXSM
Axsome Therapeutics, Inc.

Healthcare
6
+ 2.09%
$80.05 - $137.75 $480 - $827
293 $34K
CSL
Carlisle Companies Inc

Industrials
42
+ 32.81%
$326.43 - $408.24 $13.7K - $17.1K
170 $57K
CX
Cemex Sab De Cv

Basic Materials
1.91K
+ 7.4%
$5.36 - $6.78 $10.2K - $12.9K
27.7K $155K
CVE
Cenovus Energy Inc.

Energy
746
+ 199.47%
$12.24 - $15.63 $9.13K - $11.7K
1.12K $15K
CDE
Coeur Mining, Inc.

Basic Materials
1.72K
+ 1777.32%
$5.02 - $7.29 $8.65K - $12.6K
1.82K $10K
CW
Curtiss Wright Corp

Industrials
34
+ 377.78%
$304.82 - $384.07 $10.4K - $13.1K
43 $13K
DSL
Double Line Income Solutions Fund

Financial Services
800
+ 93.24%
$12.53 - $12.88 $10K - $10.3K
1.66K $20K
EW
Edwards Lifesciences Corp

Healthcare
208
+ 6.29%
$67.95 - $76.19 $14.1K - $15.8K
3.51K $254K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
500
+ 1515.15%
$20.2 - $20.86 $10.1K - $10.4K
533 $10K
CHK
Chesapeake Energy Corp

Energy
106
+ 23.35%
N/A
560 $48K
FFIV
F5, Inc.

Technology
19
+ 5.51%
$251.75 - $310.6 $4.78K - $5.9K
364 $96K
FDLO
Fidelity Covington Tr Low Vola

ETFs
159
+ 338.3%
$59.43 - $63.22 $9.45K - $10.1K
206 $12K
FHN
First Horizon Corp

Financial Services
523
+ 66.71%
$17.7 - $22.43 $9.26K - $11.7K
1.31K $25K
GEO
Geo Group Inc

Real Estate
348
+ 656.6%
$22.92 - $35.35 $7.98K - $12.3K
401 $11K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
312
+ 12.34%
N/A
2.84K $89K
HLIO
Helios Technologies, Inc.

Industrials
344
+ 583.05%
$32.09 - $46.1 $11K - $15.9K
403 $12K
KBA
Kraneshares Bosera Msci China

ETFs
419
+ 53.79%
$22.16 - $24.73 $9.29K - $10.4K
1.2K $28K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
236
+ 25.16%
$24.39 - $35.22 $5.76K - $8.31K
1.17K $34K
KLIC
Kulicke & Soffa Industries Inc

Technology
324
+ 314.56%
$32.98 - $47.98 $10.7K - $15.5K
427 $14K
LSCC
Lattice Semiconductor Corp

Technology
222
+ 65.68%
$52.45 - $68.78 $11.6K - $15.3K
560 $29K
LECO
Lincoln Electric Holdings Inc

Industrials
6
+ 0.12%
$180.51 - $216.81 $1.08K - $1.3K
4.93K $933K
MSI
Motorola Solutions, Inc.

Technology
102
+ 7.07%
$411.73 - $482.1 $42K - $49.2K
1.55K $676K
PLTK
Playtika Holding Corp.

Communication Services
2.7K
+ 117.12%
$4.01 - $7.45 $10.8K - $20.1K
5K $25K
RL
Ralph Lauren Corp

Consumer Cyclical
45
+ 104.65%
$215.68 - $286.74 $9.71K - $12.9K
88 $19K
RELX
Relx PLC

Communication Services
43
+ 2.53%
$45.34 - $51.91 $1.95K - $2.23K
1.74K $87K
SF
Stifel Financial Corp

Financial Services
136
+ 67.66%
$91.62 - $117.6 $12.5K - $16K
337 $31K
ELY
Callaway Golf CO

Consumer Cyclical
531
+ 144.29%
N/A
899 $16K
TW
Tradeweb Markets Inc.

Financial Services
35
+ 12.2%
$123.42 - $148.46 $4.32K - $5.2K
322 $47K
VRT
Vertiv Holdings CO

Industrials
118
+ 22.22%
N/A
649 $56K
CFG
Citizens Financial Group Inc

Financial Services
411
+ 15.86%
$39.73 - $48.36 $16.3K - $19.9K
3K $122K
DGICA
Donegal Group Inc

Financial Services
394
+ 331.09%
$14.28 - $19.63 $5.63K - $7.73K
513 $10K
ETSY
Etsy Inc

Consumer Cyclical
248
+ 47.6%
$44.4 - $57.29 $11K - $14.2K
769 $36K
RE
Everest Re Group LTD

Financial Services
23
+ 32.86%
N/A
93 $34K
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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