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
Ark 21 Shares Bitcoin ETF
43
+ 9.84%
N/A
480 $0
AHH
Armada Hoffler Properties, Inc.

Real Estate
66
+ 46.15%
$7.5 - $10.2 $495 - $673
209 $1K
ARRY
Array Technologies, Inc.

Technology
45
+ 45.0%
$4.87 - $7.62 $219 - $343
145 $0
APAM
Artisan Partners Asset Management Inc.

Financial Services
16
+ 28.07%
$38.51 - $45.32 $616 - $725
73 $2K
ARVN
Arvinas, Inc.

Healthcare
220
+ 176.0%
$7.02 - $20.5 $1.54K - $4.51K
345 $2K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
1
+ 7.14%
$218.17 - $305.86 $218 - $306
15 $3K
ASX
Ase Technology Holding Co., Ltd.

Technology
582
+ 15.73%
$8.76 - $11.36 $5.1K - $6.61K
4.28K $37K
Astera Labs Inc
236
+ 20.38%
N/A
1.39K $0
Atlanta Braves Hldgs Inc
49
+ 24.26%
N/A
251 $0
Atmus Filtration Technologie
6
+ 4.17%
N/A
150 $0
Aurora Cannabis Inc
45
+ 5.2%
N/A
911 $0
ATHM
Autohome Inc.

Communication Services
14
+ 35.0%
$25.21 - $31.07 $353 - $435
54 $1K
AVDX
Avid Xchange Holdings, Inc.

Technology
3
+ 5.26%
$6.89 - $10.81 $20.7 - $32.4
60 $0
BMO
Bank Of Montreal

Financial Services
30
+ 1.76%
$94.92 - $104.14 $2.85K - $3.12K
1.74K $165K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
6
+ 20.69%
$20.27 - $28.57 $122 - $171
35 $0
BDC
Belden Inc.

Technology
24
+ 9.76%
$99.82 - $122.07 $2.4K - $2.93K
270 $27K
Bgc Group Inc
86
+ 128.36%
N/A
153 $0
Biohaven LTD
39
+ 62.9%
N/A
101 $0
Bitwise Bitcoin ETF Tr
1.64K
+ 63.98%
N/A
4.19K $0
BLKB
Blackbaud Inc

Technology
5
+ 50.0%
$61.9 - $80.79 $310 - $404
15 $0
BL
Blackline, Inc.

Technology
15
+ 78.95%
$47.46 - $65.64 $712 - $985
34 $1K
BCAT
Black Rock Capital Allocation Trust

ETFs
1
+ 6.67%
$14.35 - $15.88 $14.4 - $15.9
16 $0
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
1
+ 8.33%
$14.48 - $16.6 $14.5 - $16.6
13 $0
BLW
Blackrock LTD Duration Income Trust

Financial Services
14
+ 1.1%
$13.95 - $14.38 $195 - $201
1.29K $18K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
1
+ 6.25%
$17.74 - $22.07 $17.7 - $22.1
17 $0
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
5
+ 33.33%
$100.91 - $174.52 $505 - $873
20 $2K
BRC
Brady Corp

Industrials
1
+ 2.94%
$68.85 - $75.89 $68.9 - $75.9
35 $2K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
1
+ 3.7%
$2.48 - $3.03 $2.48 - $3.03
28 $0
BCO
Brinks CO

Industrials
4
+ 18.18%
$83.39 - $96.29 $334 - $385
26 $2K
Brookfield Asset Managmt LTD
38
+ 8.96%
N/A
462 $0
BBUC
Brookfield Business Corp

Financial Services
5
+ 38.46%
$23.14 - $27.83 $116 - $139
18 $0
Brookfield Corp
114
+ 6.08%
N/A
1.99K $0
BFB
Brown Forman Corp Cl B
1.05K
+ 68.18%
N/A
2.59K $0
Bunge Global Sa
146
+ 18.39%
N/A
940 $0
WHD
Cactus, Inc.

Energy
22
+ 23.4%
$43.48 - $63.78 $957 - $1.4K
116 $5K
CDRE
Cadre Holdings, Inc.

Industrials
5
+ 35.71%
$29.08 - $39.84 $145 - $199
19 $0
CWH
Camping World Holdings, Inc.

Consumer Cyclical
1
+ 7.69%
$15.98 - $24.03 $16 - $24
14 $0
Canadian Pacific Kansas City
2.1K
+ 2.45%
N/A
87.9K $0
CBNK
Capital Bancorp Inc

Financial Services
9
+ 50.0%
$26.76 - $32.36 $241 - $291
27 $0
Capital Group Core Balanced
1K
+ 30.53%
N/A
4.28K $0
Capital Group Dividend Growe
854
+ 136.42%
N/A
1.48K $0
CGMU
Capital Group Core Plus Income
452
+ 1.82%
N/A
25.3K $0
Capital Grp Fixed Incm ETF T
40
+ 8.08%
N/A
535 $0
CG
Carlyle Group Inc.

Financial Services
34
+ 20.61%
$40.03 - $56.96 $1.36K - $1.94K
199 $8K
Cava Group Inc
95
+ 38.93%
N/A
339 $0
IGR
Cbre Global Real Estate Income Fund

Financial Services
23
+ 67.65%
$4.79 - $5.34 $110 - $123
57 $0
CLDX
Celldex Therapeutics, Inc.

Healthcare
11
+ 61.11%
$18.15 - $27.6 $200 - $304
29 $0
CRNC
Cerence Inc.

Technology
54
+ 317.65%
$7.9 - $20.18 $427 - $1.09K
71 $0
GIB
Cgi Inc

Technology
56
+ 10.71%
$98.12 - $122.43 $5.49K - $6.86K
579 $57K
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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