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
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
84
+ 49.7%
$16.12 - $20.1 $1.35K - $1.69K
253 $4K
CLLS
Cellectis S.A.

Healthcare
1.1K
+ 220.0%
$1.22 - $2.13 $1.34K - $2.34K
1.6K $1K
CCS
Century Communities, Inc.

Consumer Cyclical
21
+ 23.6%
$66.87 - $78.83 $1.4K - $1.66K
110 $7K
GTLS
Chart Industries Inc

Industrials
29
+ 44.62%
$141.99 - $218.35 $4.12K - $6.33K
94 $13K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
10
+ 2.21%
$44.87 - $56.71 $449 - $567
462 $22K
IMOS
Chipmos Technologies Inc

Technology
91
+ 46.43%
$16.84 - $20.92 $1.53K - $1.9K
287 $4K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
50
+ 38.76%
$25.9 - $31.26 $1.3K - $1.56K
179 $4K
CNHI
Cnh Industrial N.V.

Industrials
88
+ 12.87%
N/A
772 $8K
CLBK
Columbia Financial, Inc.

Financial Services
98
+ 19.6%
$14.76 - $16.27 $1.45K - $1.59K
598 $8K
CMCO
Columbus Mckinnon Corp

Industrials
197
+ 179.09%
$15.95 - $37.61 $3.14K - $7.41K
307 $5K
CNM
Core & Main, Inc.

Industrials
35
+ 32.11%
$46.27 - $57.26 $1.62K - $2K
144 $6K
CR
Crane Holdings, Co.

Industrials
8
+ 2.69%
$150.33 - $175.81 $1.2K - $1.41K
305 $46K
CCK
Crown Holdings Inc

Consumer Cyclical
4
+ 3.6%
$78.77 - $91.74 $315 - $367
115 $10K
DHIL
Diamond Hill Investment Group Inc

Financial Services
6
+ 50.0%
$142.84 - $156.59 $857 - $940
18 $2K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
1
+ 0.06%
$24.27 - $26.2 $24.3 - $26.2
1.78K $44K
DV
Double Verify Holdings, Inc.

Technology
132
+ 167.09%
$13.34 - $23.07 $1.76K - $3.05K
211 $2K
DEI
Douglas Emmett Inc

Real Estate
40
+ 45.45%
$15.39 - $18.94 $616 - $758
128 $2K
DUOL
Duolingo, Inc.

Technology
14
+ 6.67%
$272.49 - $441.39 $3.81K - $6.18K
224 $69K
DVAX
Dynavax Technologies Corp

Healthcare
30
+ 22.39%
$12.39 - $14.4 $372 - $432
164 $2K
EGP
Eastgroup Properties Inc

Real Estate
5
+ 29.41%
$155.63 - $187.46 $778 - $937
22 $3K
ESI
Element Solutions Inc

Basic Materials
108
+ 26.21%
$22.61 - $27.55 $2.44K - $2.98K
520 $11K
EFC
Ellington Financial Inc.

Real Estate
85
+ 20.48%
$12.08 - $14.35 $1.03K - $1.22K
500 $6K
ENVA
Enova International, Inc.

Financial Services
8
+ 200.0%
$87.18 - $116.49 $697 - $932
12 $1K
EQH
Equitable Holdings, Inc.

Financial Services
7
+ 12.73%
$47.64 - $55.68 $333 - $390
62 $3K
ESAB
Esab Corp

Industrials
11
+ 32.35%
$115.08 - $131.54 $1.27K - $1.45K
45 $5K
FISI
Financial Institutions Inc

Financial Services
68
+ 32.38%
$24.96 - $29.63 $1.7K - $2.01K
278 $6K
THFF
First Financial Corp

Financial Services
9
+ 7.63%
$43.45 - $53.53 $391 - $482
127 $6K
FR
First Industrial Realty Trust Inc

Real Estate
21
+ 44.68%
$48.46 - $57.99 $1.02K - $1.22K
68 $3K
LGOV
First Tr ETF Iv Long Duration

ETFs
9
+ 1.0%
$20.41 - $21.7 $184 - $195
906 $19K
FCX
Freeport Mcmoran Inc

Basic Materials
93
+ 0.75%
$34.5 - $43.01 $3.21K - $4K
12.6K $475K
FCN
Fti Consulting, Inc

Industrials
13
+ 23.64%
$160.54 - $198.75 $2.09K - $2.58K
68 $11K
FUTU
Futu Holdings LTD

Financial Services
5
+ 12.82%
$75.13 - $123.56 $376 - $618
44 $4K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
22
+ 95.65%
$25.34 - $32.88 $557 - $723
45 $1K
GATX
Gatx Corp

Industrials
6
+ 13.64%
$149.94 - $167.38 $900 - $1K
50 $7K
GCMG
Gcm Grosvenor Inc.

Financial Services
16
+ 10.96%
$12.49 - $14.41 $200 - $231
162 $2K
LAND
Gladstone Land Corp

Real Estate
64
+ 106.67%
$10.4 - $11.84 $666 - $758
124 $1K
BOTZ
Global X Fds

ETFs
431
+ 13.08%
$28.46 - $34.53 $12.3K - $14.9K
3.73K $106K
HTZ
Hertz Global Holdings, Inc

Industrials
102
+ 63.35%
$3.3 - $4.5 $337 - $459
263 $1K
HESM
Hess Midstream LP

Energy
2
+ 1.35%
$37.59 - $43.88 $75.2 - $87.8
150 $6K
HOMB
Home Bancshares Inc

Financial Services
43
+ 6.21%
$27.23 - $31.23 $1.17K - $1.34K
735 $20K
HTBI
Home Trust Bancshares, Inc.

Financial Services
4
+ 15.38%
$31.6 - $37.91 $126 - $152
30 $1K
IEP
Icahn Enterprises L.P.

Industrials
30
+ 2.98%
$8.87 - $10.43 $266 - $313
1.04K $9K
ICL
Icl Group Ltd.

Basic Materials
39
+ 2.07%
$4.96 - $6.45 $193 - $252
1.93K $10K
IDYA
Ideaya Biosciences, Inc.

Healthcare
115
+ 103.6%
$16.38 - $26.0 $1.88K - $2.99K
226 $3K
IMVT
Immunovant, Inc.

Healthcare
35
+ 388.89%
N/A
44 $1K
NGVT
Ingevity Corp

Basic Materials
19
+ 8.76%
$37.74 - $48.87 $717 - $929
236 $9K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2
+ 0.86%
$47.39 - $54.26 $94.8 - $109
235 $12K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
53
+ 9.58%
N/A
606 $12K
IIM
Invesco Value Municipal Income Trust

Financial Services
33
+ 1.46%
$11.84 - $12.49 $391 - $412
2.29K $27K
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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