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
BSCU
Invesco Exc Self Ind Tr

ETFs
350
+ 4.18%
$16.2 - $16.64 $5.67K - $5.82K
8.73K $144K
USRT
Ishares Core U.S. Reit ETF

ETFs
8
+ 0.04%
$55.14 - $60.29 $441 - $482
20.3K $1.17M
IDU
Ishares Tr U S Utils ETF

ETFs
1
+ 0.07%
$95.33 - $102.77 $95.3 - $103
1.4K $141K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
443
+ 36.22%
$48.65 - $66.04 $21.6K - $29.3K
1.67K $88K
LFUS
Littelfuse Inc

Technology
36
+ 327.27%
$196.74 - $255.16 $7.08K - $9.19K
47 $9K
L
Loews Corp

Financial Services
32
+ 5.79%
$81.13 - $91.91 $2.6K - $2.94K
585 $53K
LXP
Lxp Industrial Trust

Real Estate
532
+ 10.86%
$7.72 - $9.22 $4.11K - $4.91K
5.43K $46K
MSEX
Middlesex Water CO

Utilities
8
+ 1.47%
$48.68 - $64.93 $389 - $519
552 $35K
NWSA
News Corp

Communication Services
261
+ 25.32%
$26.29 - $30.49 $6.86K - $7.96K
1.29K $35K
PH
Parker Hannifin Corp

Industrials
33
+ 6.86%
$591.65 - $707.05 $19.5K - $23.3K
514 $312K
SNA
Snap On Inc

Industrials
24
+ 4.97%
$324.09 - $358.62 $7.78K - $8.61K
507 $170K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
224
+ 379.66%
$32.17 - $35.61 $7.21K - $7.98K
283 $9K
SPXC
Spx Corp

Industrials
75
+ 46.01%
$128.78 - $154.37 $9.66K - $11.6K
238 $30K
VIV
Telefonica Brasil S.A.

Communication Services
283
+ 6.79%
$7.5 - $9.4 $2.12K - $2.66K
4.45K $38K
TDW
Tidewater Inc

Energy
164
+ 2050.0%
$39.93 - $57.69 $6.55K - $9.46K
172 $7K
TROX
Tronox Holdings PLC

Basic Materials
1.04K
+ 4709.09%
$6.82 - $10.37 $7.07K - $10.7K
1.06K $7K
UFPI
Ufp Industries Inc

Basic Materials
69
+ 49.64%
$103.91 - $118.67 $7.17K - $8.19K
208 $22K
VTRS
Viatris Inc

Healthcare
3.6K
+ 55.9%
$8.68 - $12.42 $31.3K - $44.7K
10K $87K
VNO
Vornado Realty Trust

Real Estate
221
+ 145.39%
$35.4 - $43.26 $7.82K - $9.56K
373 $13K
WFRD
Weatherford International PLC

Energy
140
+ 823.53%
$51.89 - $74.8 $7.26K - $10.5K
157 $8K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
132
+ 33.5%
$58.11 - $65.29 $7.67K - $8.62K
526 $31K
TXG
10x Genomics, Inc.

Healthcare
829
+ 1062.82%
$8.73 - $16.31 $7.24K - $13.5K
907 $7K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
23
+ 18.4%
$111.19 - $129.47 $2.56K - $2.98K
148 $19K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
621
+ 496.8%
$10.98 - $17.34 $6.82K - $10.8K
746 $8K
ARCC
Ares Capital Corp

Financial Services
195
+ 2.82%
$21.28 - $23.81 $4.15K - $4.64K
7.11K $157K
ASTS
Ast Space Mobile, Inc.

Communication Services
36
+ 1.02%
$17.72 - $33.8 $638 - $1.22K
3.56K $80K
BERY
Berry Global Group, Inc.

Consumer Cyclical
59
+ 24.18%
$64.35 - $73.03 $3.8K - $4.31K
303 $21K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
3.95K
+ 123.44%
$2.86 - $9.78 $11.3K - $38.6K
7.15K $20K
CWCO
Consolidated Water Co. Ltd.

Utilities
384
+ 16.35%
$23.77 - $29.18 $9.13K - $11.2K
2.73K $66K
CUZ
Cousins Properties Inc

Real Estate
211
+ 248.24%
$28.06 - $31.21 $5.92K - $6.59K
296 $8K
EVER
Ever Quote, Inc.

Communication Services
43
+ 5.67%
$17.84 - $29.71 $767 - $1.28K
802 $21K
EVH
Evolent Health, Inc.

Healthcare
709
+ 143.52%
$8.55 - $12.6 $6.06K - $8.93K
1.2K $11K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
14
+ 0.22%
$42.4 - $44.11 $594 - $618
6.3K $275K
FELE
Franklin Electric CO Inc

Industrials
66
+ 26.83%
$93.38 - $106.03 $6.16K - $7K
312 $29K
FYBR
Frontier Communications Parent, Inc.

Communication Services
173
+ 53.73%
$34.83 - $36.05 $6.03K - $6.24K
495 $17K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
111
+ 41.73%
$47.99 - $50.13 $5.33K - $5.56K
377 $18K
GRFS
Grifols Sa

Healthcare
1.09K
+ 19.6%
$6.62 - $8.71 $7.24K - $9.53K
6.68K $47K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
67
+ 3.92%
$26.47 - $29.92 $1.77K - $2K
1.78K $51K
H
Hyatt Hotels Corp

Consumer Cyclical
53
+ 139.47%
$120.83 - $166.34 $6.4K - $8.82K
91 $11K
IDCC
Inter Digital, Inc.

Communication Services
9
+ 2.59%
$171.68 - $225.72 $1.55K - $2.03K
356 $73K
BSCV
Invesco ETF Self Indexed Fd Tr
350
+ 29.56%
$15.87 - $16.38 $5.55K - $5.73K
1.53K $25K
JLL
Jones Lang Lasalle Inc

Real Estate
25
+ 13.81%
$238.0 - $284.76 $5.95K - $7.12K
206 $51K
KNSL
Kinsale Capital Group, Inc.

Financial Services
7
+ 7.95%
$416.48 - $494.72 $2.92K - $3.46K
95 $46K
KEX
Kirby Corp

Industrials
69
+ 29.36%
$95.1 - $112.81 $6.56K - $7.78K
304 $30K
MP
Mp Materials Corp.

Basic Materials
23
+ 4.5%
$16.39 - $26.93 $377 - $619
534 $13K
MSM
Msc Industrial Direct CO Inc

Industrials
57
+ 13.41%
$74.45 - $83.08 $4.24K - $4.74K
482 $37K
MWA
Mueller Water Products, Inc.

Industrials
177
+ 32.24%
$21.65 - $28.24 $3.83K - $5K
726 $18K
NEOG
Neogen Corp

Healthcare
867
+ 132.16%
$8.43 - $13.07 $7.31K - $11.3K
1.52K $13K
ONTO
Onto Innovation Inc.

Technology
79
+ 116.18%
$121.34 - $224.5 $9.59K - $17.7K
147 $17K
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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