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
CSAN
Cosan S.A.

Energy
550
+ 125.0%
$4.71 - $5.84 $2.59K - $3.21K
990 $5K
DRH
Diamond Rock Hospitality CO

Real Estate
407
+ 339.17%
$7.64 - $9.04 $3.11K - $3.68K
527 $4K
RDY
Dr Reddys Laboratories LTD

Healthcare
776
+ 28.45%
$12.53 - $15.81 $9.72K - $12.3K
3.5K $46K
DXC
Dxc Technology CO

Technology
461
+ 30.53%
$16.43 - $22.61 $7.57K - $10.4K
1.97K $33K
EPC
Edgewell Personal Care CO

Consumer Defensive
102
+ 261.54%
$28.59 - $34.44 $2.92K - $3.51K
141 $4K
ACT
Enact Holdings, Inc.

Financial Services
82
+ 341.67%
$31.15 - $35.03 $2.55K - $2.87K
106 $3K
ENOV
Enovis Corp

Industrials
83
+ 193.02%
$35.51 - $47.99 $2.95K - $3.98K
126 $4K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
42
+ 6.0%
$30.51 - $32.85 $1.28K - $1.38K
742 $24K
EXLS
Exl Service Holdings, Inc.

Technology
32
+ 15.84%
$44.13 - $51.8 $1.41K - $1.66K
234 $11K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
28
+ 24.14%
$66.3 - $74.17 $1.86K - $2.08K
144 $10K
FCPT
Four Corners Property Trust, Inc.

Real Estate
66
+ 9.85%
$26.26 - $29.31 $1.73K - $1.93K
736 $21K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
98
+ 306.25%
$29.2 - $32.92 $2.86K - $3.23K
130 $4K
G
Genpact LTD

Technology
1
+ 0.31%
$42.88 - $55.54 $42.9 - $55.5
320 $16K
GERN
Geron Corp

Healthcare
2.28K
+ 4073.21%
$1.59 - $3.6 $3.63K - $8.21K
2.34K $3K
GTY
Getty Realty Corp

Real Estate
85
+ 35.27%
$29.11 - $31.4 $2.47K - $2.67K
326 $10K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
60
+ 24.69%
$62.28 - $71.92 $3.74K - $4.32K
303 $19K
GH
Guardant Health, Inc.

Healthcare
39
+ 33.91%
$31.77 - $49.94 $1.24K - $1.95K
154 $6K
HCKT
Hackett Group, Inc.

Technology
108
+ 981.82%
$28.16 - $32.09 $3.04K - $3.47K
119 $3K
HAL
Halliburton CO

Energy
729
+ 8.93%
$24.15 - $29.9 $17.6K - $21.8K
8.9K $225K
HTLD
Heartland Express Inc

Industrials
346
+ 1116.13%
$9.2 - $11.92 $3.18K - $4.12K
377 $3K
JKHY
Henry Jack & Associates Inc

Technology
14
+ 7.65%
$166.47 - $191.28 $2.33K - $2.68K
197 $35K
HRI
Herc Holdings Inc

Industrials
26
+ 288.89%
$122.25 - $211.06 $3.18K - $5.49K
35 $4K
PI
Impinj Inc

Technology
54
+ 168.75%
$87.73 - $152.24 $4.74K - $8.22K
86 $7K
INSM
Insmed Inc

Healthcare
14
+ 5.3%
$65.25 - $83.83 $914 - $1.17K
278 $21K
IBP
Installed Building Products, Inc.

Consumer Cyclical
18
+ 69.23%
$162.22 - $206.22 $2.92K - $3.71K
44 $7K
NTLA
Intellia Therapeutics, Inc.

Healthcare
426
+ 273.08%
$7.11 - $12.8 $3.03K - $5.45K
582 $4K
IBOC
International Bancshares Corp

Financial Services
51
+ 15.69%
$60.62 - $67.91 $3.09K - $3.46K
376 $23K
INSW
International Seaways, Inc.

Energy
119
+ 59.5%
$32.85 - $41.61 $3.91K - $4.95K
319 $10K
KFY
Korn Ferry

Industrials
45
+ 375.0%
$62.52 - $71.6 $2.81K - $3.22K
57 $3K
LII
Lennox International Inc

Industrials
8
+ 23.53%
$553.05 - $666.93 $4.42K - $5.34K
42 $23K
LBRDK
Liberty Broadband Corp

Communication Services
5
+ 3.13%
$73.49 - $88.64 $367 - $443
165 $14K
LYV
Live Nation Entertainment, Inc.

Communication Services
16
+ 5.61%
$115.79 - $154.66 $1.85K - $2.47K
301 $39K
MAC
Macerich CO

Real Estate
166
+ 182.42%
$15.88 - $20.87 $2.64K - $3.46K
257 $4K
MAN
Manpower Group Inc.

Industrials
48
+ 44.04%
$53.77 - $62.66 $2.58K - $3.01K
157 $9K
MMSI
Merit Medical Systems Inc

Healthcare
17
+ 42.5%
$95.64 - $110.29 $1.63K - $1.87K
57 $6K
MNDY
Monday.Com Ltd.

Technology
10
+ 24.39%
$213.0 - $327.92 $2.13K - $3.28K
51 $12K
MSA
Msa Safety Inc

Industrials
45
+ 25.57%
$146.69 - $166.47 $6.6K - $7.49K
221 $32K
NTST
Netstreit Corp.

Real Estate
157
+ 241.54%
$13.64 - $15.85 $2.14K - $2.49K
222 $3K
NMRK
Newmark Group, Inc.

Real Estate
261
+ 420.97%
$11.84 - $14.69 $3.09K - $3.83K
323 $3K
NEU
Newmarket Corp

Basic Materials
5
+ 100.0%
$482.93 - $570.11 $2.41K - $2.85K
10 $5K
NVT
N Vent Electric PLC

Industrials
250
+ 39.94%
$52.42 - $75.4 $13.1K - $18.9K
876 $45K
OBNK
Origin Bancorp, Inc.

Financial Services
87
+ 0.66%
N/A
13.2K $426K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
24
+ 85.71%
$94.63 - $114.82 $2.27K - $2.76K
52 $5K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
451
+ 5.35%
N/A
8.89K $63K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
198
+ 143.48%
$16.3 - $17.47 $3.23K - $3.46K
336 $5K
PCH
Potlatchdeltic Corp

Real Estate
8
+ 1.71%
$38.35 - $47.34 $307 - $379
475 $21K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
34
+ 87.18%
$73.82 - $89.02 $2.51K - $3.03K
73 $6K
PRVA
Privia Health Group, Inc.

Healthcare
10
+ 1.02%
$19.64 - $25.69 $196 - $257
988 $22K
PGNY
Progyny, Inc.

Healthcare
46
+ 8.65%
$17.43 - $23.88 $802 - $1.1K
578 $12K
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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