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
PSTL
Postal Realty Trust, Inc.

Real Estate
249
+ 207.5%
$12.42 - $14.39 $3.09K - $3.58K
369 $5K
PSEC
Prospect Capital Corp

Financial Services
1K
+ 127.19%
$4.1 - $4.45 $4.1K - $4.45K
1.79K $7K
PTC
Ptc Inc.

Technology
59
+ 31.38%
$153.3 - $193.48 $9.04K - $11.4K
247 $38K
RS
Reliance Steel & Aluminum CO

Basic Materials
7
+ 7.95%
$266.61 - $302.66 $1.87K - $2.12K
95 $27K
RMD
Resmed Inc

Healthcare
33
+ 4.9%
$219.7 - $257.65 $7.25K - $8.5K
707 $158K
REXR
Rexford Industrial Realty, Inc.

Real Estate
105
+ 129.63%
$37.17 - $41.44 $3.9K - $4.35K
186 $7K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
675
+ 2934.78%
$6.67 - $12.72 $4.5K - $8.59K
698 $4K
SAFT
Safety Insurance Group Inc

Financial Services
43
+ 537.5%
$75.27 - $82.53 $3.24K - $3.55K
51 $4K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
375
+ 457.32%
$8.5 - $11.33 $3.19K - $4.25K
457 $4K
STNG
Scorpio Tankers Inc.

Energy
213
+ 67.41%
$37.58 - $56.62 $8K - $12.1K
529 $19K
SHG
Shinhan Financial Group CO LTD

Financial Services
104
+ 5.76%
N/A
1.91K $66K
SWX
Southwest Gas Holdings, Inc.

Utilities
47
+ 13.58%
$68.42 - $78.18 $3.22K - $3.67K
393 $28K
SR
Spire Inc

Utilities
48
+ 102.13%
$65.62 - $78.25 $3.15K - $3.76K
95 $7K
STEP
Step Stone Group Inc.

Financial Services
87
+ 152.63%
$47.81 - $64.82 $4.16K - $5.64K
144 $7K
STRL
Sterling Construction CO Inc

Industrials
36
+ 327.27%
$108.65 - $200.56 $3.91K - $7.22K
47 $5K
LRN
Stride, Inc.

Consumer Defensive
28
+ 93.33%
$106.34 - $142.28 $2.98K - $3.98K
58 $7K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
201
+ 12.59%
$14.13 - $16.72 $2.84K - $3.36K
1.8K $27K
RUN
Sunrun Inc.

Technology
650
+ 1083.33%
$5.86 - $11.37 $3.81K - $7.39K
710 $4K
BLD
Top Build Corp

Industrials
15
+ 13.51%
$295.17 - $354.82 $4.43K - $5.32K
126 $38K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
296
+ 2960.0%
$13.31 - $18.41 $3.94K - $5.45K
306 $4K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
105
+ 617.65%
$36.21 - $45.78 $3.8K - $4.81K
122 $4K
VVX
V2 X, Inc.

Industrials
73
+ 18.2%
$42.05 - $55.16 $3.07K - $4.03K
474 $23K
VECO
Veeco Instruments Inc

Technology
256
+ 123.08%
$20.08 - $28.72 $5.14K - $7.35K
464 $9K
WING
Wingstop Inc.

Consumer Cyclical
28
+ 53.85%
$207.0 - $311.93 $5.8K - $8.73K
80 $18K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
770
+ 23.2%
$19.0 - $24.32 $14.6K - $18.7K
4.09K $77K
ACIW
Aci Worldwide, Inc.

Technology
39
+ 15.79%
$50.38 - $57.35 $1.96K - $2.24K
286 $15K
ADMA
Adma Biologics, Inc.

Healthcare
140
+ 56.45%
$15.44 - $20.61 $2.16K - $2.89K
388 $7K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
20
+ 11.98%
$89.88 - $110.11 $1.8K - $2.2K
187 $18K
AGL
Agilon Health, Inc.

Healthcare
693
+ 441.4%
$1.92 - $4.61 $1.33K - $3.19K
850 $3K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
57
+ 26.27%
$93.57 - $120.35 $5.33K - $6.86K
274 $26K
AAL
American Airlines Group Inc.

Industrials
238
+ 0.49%
N/A
48.3K $533K
AMSF
Amerisafe Inc

Financial Services
71
+ 887.5%
N/A
79 $3K
MT
Arcelor Mittal

Basic Materials
27
+ 6.44%
$21.82 - $33.93 $589 - $916
446 $12K
ARES
Ares Management Corp

Financial Services
212
+ 22.92%
$140.19 - $198.28 $29.7K - $42K
1.14K $166K
ARTNA
Artesian Resources Corp

Utilities
92
+ 92.0%
$29.68 - $33.46 $2.73K - $3.08K
192 $6K
ASPN
Aspen Aerogels Inc

Industrials
598
+ 3147.37%
$6.39 - $13.9 $3.82K - $8.31K
617 $3K
ASB
Associated Banc Corp

Financial Services
136
+ 91.89%
$21.06 - $25.63 $2.86K - $3.49K
284 $6K
ATI
Allegheny Technologies Inc

Industrials
65
+ 24.07%
$50.0 - $65.86 $3.25K - $4.28K
335 $17K
CAR
Avis Budget Group, Inc.

Industrials
51
+ 32.08%
$55.49 - $96.5 $2.83K - $4.92K
210 $15K
BPMC
Blueprint Medicines Corp

Healthcare
33
+ 235.71%
$86.69 - $115.63 $2.86K - $3.82K
47 $4K
BOKF
Bok Financial Corp

Financial Services
30
+ 21.58%
$98.85 - $114.26 $2.97K - $3.43K
169 $17K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
68
+ 51.52%
$28.12 - $37.59 $1.91K - $2.56K
200 $6K
CADE
Cadence Bank

Financial Services
135
+ 150.0%
$29.1 - $35.93 $3.93K - $4.85K
225 $6K
CALM
Cal Maine Foods Inc

Consumer Defensive
42
+ 91.3%
$80.87 - $115.8 $3.4K - $4.86K
88 $7K
CF
Cf Industries Holdings, Inc.

Basic Materials
53
+ 23.98%
$75.03 - $97.25 $3.98K - $5.15K
274 $21K
CPK
Chesapeake Utilities Corp

Utilities
4
+ 1.28%
$116.55 - $130.37 $466 - $521
317 $40K
CLOV
Clover Health Investments, Corp.

Healthcare
715
+ 144.15%
$3.13 - $4.82 $2.24K - $3.45K
1.21K $4K
CNOB
Connect One Bancorp, Inc.

Financial Services
65
+ 5.69%
$21.51 - $27.55 $1.4K - $1.79K
1.21K $29K
OFC
Corporate Office Properties Trust

Real Estate
119
+ 96.75%
N/A
242 $5K
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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