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
DJCO
Daily Journal Corp

Technology
5
+ 500.0%
$376.14 - $580.69 $1.88K - $2.9K
6 $2K
DK
Delek Us Holdings, Inc.

Energy
133
+ 175.0%
$13.53 - $20.31 $1.8K - $2.7K
209 $3K
DBX
Dropbox, Inc.

Technology
262
+ 17.99%
$24.55 - $33.27 $6.43K - $8.72K
1.72K $45K
EBC
Eastern Bankshares, Inc.

Financial Services
221
+ 14.55%
$15.29 - $19.15 $3.38K - $4.23K
1.74K $28K
SATS
Echo Star Corp

Technology
23
+ 4.52%
$22.73 - $31.23 $523 - $718
532 $13K
ESTC
Elastic N.V.

Technology
26
+ 92.86%
$89.1 - $117.76 $2.32K - $3.06K
54 $4K
ENR
Energizer Holdings, Inc.

Industrials
124
+ 53.45%
$29.28 - $35.79 $3.63K - $4.44K
356 $10K
ENS
Ener Sys

Industrials
19
+ 73.08%
$89.62 - $103.2 $1.7K - $1.96K
45 $4K
EQNR
Equinor Asa

Energy
22
+ 3.55%
$22.37 - $26.45 $492 - $582
642 $16K
FENY
Fidelity Covington Tr Msci Ene

ETFs
19
+ 1.55%
$23.24 - $26.16 $442 - $497
1.24K $31K
FCNCA
First Citizens Bancshares Inc

Financial Services
3
+ 21.43%
$1728.36 - $2231.14 $5.19K - $6.69K
17 $31K
FFBC
First Financial Bancorp

Financial Services
191
+ 12.1%
$24.25 - $29.06 $4.63K - $5.55K
1.77K $44K
FFIN
First Financial Bankshares Inc

Financial Services
52
+ 2.27%
$34.78 - $38.52 $1.81K - $2K
2.34K $84K
FIVN
Five9, Inc.

Technology
346
+ 59.97%
$27.15 - $42.82 $9.39K - $14.8K
923 $25K
FLJH
Franklin Templeton ETF Tr

ETFs
50
+ 22.62%
$30.1 - $32.06 $1.51K - $1.6K
271 $8K
FRHC
Freedom Holding Corp.

Financial Services
12
+ 63.16%
$122.16 - $160.98 $1.47K - $1.93K
31 $4K
FUBO
Fubo Tv Inc.

Communication Services
371
+ 76.81%
$1.41 - $5.46 $523 - $2.03K
854 $2K
GKOS
Glaukos Corp

Healthcare
29
+ 87.88%
$96.6 - $161.22 $2.8K - $4.68K
62 $6K
GBTG
Global Business Travel Group, Inc.

Technology
189
+ 189.0%
$7.14 - $9.11 $1.35K - $1.72K
289 $2K
GLDG
Gold Mining Inc.

Basic Materials
2K
+ 8.0%
$0.77 - $0.9 $1.54K - $1.8K
27K $22K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
152
+ 3.56%
$8.17 - $10.63 $1.24K - $1.62K
4.43K $40K
GPI
Group 1 Automotive Inc

Consumer Cyclical
5
+ 71.43%
$375.96 - $484.08 $1.88K - $2.42K
12 $4K
HQY
Healthequity, Inc.

Healthcare
33
+ 20.37%
$84.32 - $114.51 $2.78K - $3.78K
195 $17K
HTGC
Hercules Capital, Inc.

Financial Services
148
+ 14.99%
$18.01 - $22.0 $2.67K - $3.26K
1.14K $21K
HFWA
Heritage Financial Corp

Financial Services
71
+ 5.7%
$23.08 - $25.77 $1.64K - $1.83K
1.32K $32K
HBNC
Horizon Bancorp Inc

Financial Services
115
+ 101.77%
$15.0 - $17.76 $1.73K - $2.04K
228 $3K
HBM
Hudbay Minerals Inc.

Basic Materials
287
+ 42.84%
$6.6 - $9.58 $1.89K - $2.75K
957 $7K
INFA
Informatica Inc.

Technology
145
+ 690.48%
$17.39 - $26.5 $2.52K - $3.84K
166 $2K
INFY
Infosys LTD

Technology
562
+ 24.25%
$18.06 - $22.89 $10.1K - $12.9K
2.88K $52K
NSIT
Insight Enterprises Inc

Technology
15
+ 60.0%
$149.36 - $174.13 $2.24K - $2.61K
40 $5K
INSP
Inspire Medical Systems, Inc.

Healthcare
24
+ 32.0%
$157.24 - $215.42 $3.77K - $5.17K
99 $15K
IGT
International Game Technology PLC

Consumer Cyclical
166
+ 143.1%
$16.24 - $18.35 $2.7K - $3.05K
282 $4K
IPGP
Ipg Photonics Corp

Technology
97
+ 27.09%
$57.86 - $77.8 $5.61K - $7.55K
455 $28K
AOK
Ishares Tr Core Conservative A

ETFs
12
+ 0.34%
$36.86 - $38.15 $442 - $458
3.51K $132K
OEF
Ishares S&P 100 ETF

ETFs
8
+ 1.78%
N/A
457 $121K
KT
Kt Corp

Communication Services
50
+ 12.05%
$15.57 - $18.63 $779 - $932
465 $8K
KURA
Kura Oncology, Inc.

Healthcare
321
+ 170.74%
$6.6 - $9.05 $2.12K - $2.91K
509 $3K
LEVI
Levi Strauss & CO

Consumer Cyclical
106
+ 36.93%
$15.59 - $19.22 $1.65K - $2.04K
393 $6K
LNW
Light & Wonder, Inc.

Consumer Cyclical
21
+ 67.74%
$85.08 - $111.48 $1.79K - $2.34K
52 $4K
RAMP
Live Ramp Holdings, Inc.

Technology
70
+ 291.67%
$25.18 - $35.61 $1.76K - $2.49K
94 $2K
MASI
Masimo Corp

Healthcare
12
+ 5.66%
$163.55 - $190.63 $1.96K - $2.29K
224 $37K
MFA
Mfa Financial, Inc.

Real Estate
133
+ 2.2%
$9.53 - $11.0 $1.27K - $1.46K
6.19K $63K
MIR
Mirion Technologies, Inc.

Industrials
155
+ 168.48%
$13.51 - $18.28 $2.09K - $2.83K
247 $3K
MC
Moelis & CO

Financial Services
39
+ 125.81%
$57.91 - $81.2 $2.26K - $3.17K
70 $4K
NVTS
Navitas Semiconductor Corp

Technology
1.23K
+ 301.72%
$1.83 - $4.25 $2.24K - $5.21K
1.63K $3K
NCR
Ncr Corp

Technology
78
+ 9.51%
N/A
898 $14K
NU
Nu Holdings Ltd.

Financial Services
276
+ 40.29%
$10.12 - $13.95 $2.79K - $3.85K
961 $9K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
104
+ 297.14%
$16.4 - $22.98 $1.71K - $2.39K
139 $2K
ORA
Ormat Technologies, Inc.

Utilities
16
+ 6.37%
$62.47 - $72.93 $1K - $1.17K
267 $18K
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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