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
IQ
I Qiyi, Inc.

Communication Services
313
+ 72.29%
$1.83 - $2.54 $573 - $795
746 $1K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
59
+ 4.92%
$46.77 - $52.97 $2.76K - $3.13K
1.26K $59K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
12
+ 5.24%
$31.42 - $34.87 $377 - $418
241 $8K
ITUB
Itau Unibanco Holding S.A.

Financial Services
11
+ 2.01%
$4.87 - $6.28 $53.6 - $69.1
559 $3K
JBGS
Jbg Smith Properties

Real Estate
74
+ 31.49%
$14.0 - $16.11 $1.04K - $1.19K
309 $4K
KAI
Kadant Inc

Industrials
2
+ 3.85%
$335.28 - $398.39 $671 - $797
54 $18K
BEKE
Ke Holdings Inc.

Real Estate
27
+ 11.02%
$16.38 - $25.09 $442 - $677
272 $5K
LANC
Lancaster Colony Corp

Consumer Defensive
2
+ 0.5%
$166.07 - $196.44 $332 - $393
405 $70K
LAUR
Laureate Education, Inc.

Consumer Defensive
8
+ 14.81%
$18.04 - $20.97 $144 - $168
62 $1K
LGND
Ligand Pharmaceuticals Inc

Healthcare
21
+ 4.07%
$105.14 - $122.23 $2.21K - $2.57K
537 $56K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
3
+ 17.65%
$272.79 - $355.88 $818 - $1.07K
20 $6K
MAG
Mag Silver Corp

Basic Materials
5
+ 1.18%
$13.74 - $17.1 $68.7 - $85.5
430 $6K
MGA
Magna International Inc

Consumer Cyclical
74
+ 49.01%
$33.99 - $41.85 $2.52K - $3.1K
225 $7K
MMI
Marcus & Millichap, Inc.

Real Estate
22
+ 169.23%
$33.94 - $39.48 $747 - $869
35 $1K
HZO
Marinemax Inc

Consumer Cyclical
32
+ 106.67%
$21.5 - $32.37 $688 - $1.04K
62 $1K
MKTX
Marketaxess Holdings Inc

Financial Services
9
+ 8.18%
$189.81 - $226.47 $1.71K - $2.04K
119 $25K
MRTN
Marten Transport LTD

Industrials
93
+ 216.28%
$13.63 - $16.49 $1.27K - $1.53K
136 $1K
MRCY
Mercury Systems Inc

Industrials
8
+ 1.34%
$39.67 - $49.88 $317 - $399
606 $26K
MTG
Mgic Investment Corp

Financial Services
25
+ 4.4%
$22.56 - $25.71 $564 - $643
593 $14K
MLI
Mueller Industries Inc

Industrials
16
+ 114.29%
$76.14 - $82.67 $1.22K - $1.32K
30 $2K
NABL
N Able, Inc.

Technology
189
+ 158.82%
$6.92 - $10.3 $1.31K - $1.95K
308 $2K
NEO
Neogenomics Inc

Healthcare
275
+ 122.22%
$9.09 - $18.61 $2.5K - $5.12K
500 $4K
NTCT
Netscout Systems Inc

Technology
43
+ 330.77%
$20.47 - $25.06 $880 - $1.08K
56 $1K
NVMI
Nova Ltd.

Technology
5
+ 41.67%
$184.33 - $273.65 $922 - $1.37K
17 $3K
NVAX
Novavax Inc

Healthcare
182
+ 53.22%
$6.41 - $10.82 $1.17K - $1.97K
524 $3K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
55
+ 12.5%
$21.05 - $21.54 $1.16K - $1.18K
495 $10K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
32
+ 2.04%
$19.35 - $20.45 $619 - $654
1.6K $31K
NVEC
Nve Corp

Technology
26
+ 650.0%
$63.74 - $86.55 $1.66K - $2.25K
30 $1K
OI
O I Glass, Inc.

Consumer Cyclical
105
+ 500.0%
$10.17 - $12.26 $1.07K - $1.29K
126 $1K
OPY
Oppenheimer Holdings Inc

Financial Services
11
+ 78.57%
$58.6 - $72.76 $645 - $800
25 $1K
OSCR
Oscar Health, Inc.

Healthcare
71
+ 17.19%
$12.83 - $17.3 $911 - $1.23K
484 $6K
PLMR
Palomar Holdings, Inc.

Financial Services
7
+ 233.33%
$101.51 - $137.08 $711 - $960
10 $1K
CNXN
Pc Connection Inc

Technology
16
+ 228.57%
$59.79 - $74.22 $957 - $1.19K
23 $1K
PETS
Petmed Express Inc

Healthcare
494
+ 226.61%
$3.95 - $5.51 $1.95K - $2.72K
712 $2K
ROLL
Rbc Bearings Inc

Industrials
7
+ 2.6%
N/A
276 $67K
RRX
Regal Rexnord Corp

Industrials
40
+ 61.54%
$113.85 - $167.1 $4.55K - $6.68K
105 $11K
RLAY
Relay Therapeutics, Inc.

Healthcare
534
+ 360.81%
$2.62 - $4.92 $1.4K - $2.63K
682 $1K
RNW
Re New Energy Global PLC

Utilities
206
+ 735.71%
$5.82 - $6.95 $1.2K - $1.43K
234 $1K
RLJ
Rlj Lodging Trust

Real Estate
222
+ 53.62%
$7.89 - $10.07 $1.75K - $2.24K
636 $5K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
12
+ 70.59%
$52.01 - $61.99 $624 - $744
29 $1K
SDGR
Schrodinger, Inc.

Healthcare
34
+ 19.65%
$18.69 - $26.15 $635 - $889
207 $4K
SMG
Scotts Miracle Gro CO

Basic Materials
72
+ 33.03%
$54.76 - $77.7 $3.94K - $5.59K
290 $15K
ST
Sensata Technologies Holding PLC

Technology
59
+ 122.92%
$24.27 - $30.0 $1.43K - $1.77K
107 $2K
SITM
Sitime Corp

Technology
19
+ 63.33%
$150.28 - $257.0 $2.86K - $4.88K
49 $7K
SLG
Sl Green Realty Corp

Real Estate
31
+ 86.11%
$55.58 - $68.38 $1.72K - $2.12K
67 $3K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
5
+ 71.43%
$111.29 - $123.42 $556 - $617
12 $1K
STAA
Staar Surgical CO

Healthcare
23
+ 62.16%
$15.35 - $24.99 $353 - $575
60 $1K
SBLK
Star Bulk Carriers Corp.

Industrials
4
+ 0.44%
$14.35 - $17.15 $57.4 - $68.6
905 $14K
SCL
Stepan CO

Basic Materials
21
+ 91.3%
$55.04 - $65.59 $1.16K - $1.38K
44 $2K
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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