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
Chimera Invt Corp
1
+ 1.28%
N/A
79 $0
CMPR
Cimpress PLC

Communication Services
13
+ 72.22%
$41.88 - $74.85 $544 - $973
31 $1K
YOU
Clear Secure, Inc.

Technology
22
+ 48.89%
$22.12 - $27.62 $487 - $608
67 $1K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
1
+ 6.67%
$11.83 - $13.03 $11.8 - $13
16 $0
CNS
Cohen & Steers, Inc.

Financial Services
11
+ 100.0%
$75.52 - $92.6 $831 - $1.02K
22 $1K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
22
+ 1.9%
$20.08 - $21.07 $442 - $464
1.18K $23K
Coherent Corp
269
+ 131.86%
N/A
473 $0
COHU
Cohu Inc

Technology
98
+ 101.03%
$14.71 - $27.44 $1.44K - $2.69K
195 $2K
COLL
Collegium Pharmaceutical, Inc

Healthcare
7
+ 13.73%
$28.04 - $33.91 $196 - $237
58 $1K
Columbia ETF Tr I
9.63K
+ 83.1%
N/A
21.2K $0
CTBI
Community Trust Bancorp Inc

Financial Services
2
+ 16.67%
$49.72 - $56.88 $99.4 - $114
14 $0
Community West Bancshares Ne
5.11K
+ 267.28%
N/A
7.02K $0
COMP
Compass, Inc.

Technology
47
+ 92.16%
$5.35 - $10.24 $251 - $481
98 $0
Concentra Group Holdings Par
102
+ 242.86%
N/A
144 $0
CFLT
Confluent, Inc.

Technology
89
+ 21.76%
$23.44 - $37.65 $2.09K - $3.35K
498 $11K
CNMD
Conmed Corp

Healthcare
8
+ 160.0%
$57.6 - $74.0 $461 - $592
13 $0
Core Scientific Inc New
97
+ 242.5%
N/A
137 $0
COTY
Coty Inc.

Consumer Defensive
1.53K
+ 27.26%
$5.43 - $7.61 $8.32K - $11.7K
7.16K $39K
Crane Company
25
+ 7.99%
N/A
338 $0
CFR
Cullen/Frost Bankers, Inc.

Financial Services
16
+ 6.96%
$119.87 - $145.05 $1.92K - $2.32K
246 $30K
DAR
Darling Ingredients Inc.

Consumer Defensive
34
+ 21.52%
$28.51 - $41.85 $969 - $1.42K
192 $5K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
17
+ 283.33%
$7.93 - $13.21 $135 - $225
23 $0
DLX
Deluxe Corp

Communication Services
6
+ 14.29%
$15.43 - $23.42 $92.6 - $141
48 $0
DSX
Diana Shipping Inc.

Industrials
8
+ 0.57%
$1.56 - $1.96 $12.5 - $15.7
1.41K $2K
DMRC
Digimarc Corp

Technology
14
+ 175.0%
$12.82 - $47.26 $179 - $662
22 $0
Digitalbridge Group Inc
383
+ 267.83%
N/A
526 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
8
+ 0.21%
N/A
3.88K $0
DFSI
Dimensional ETF Tr Dimen Intl
10
+ 0.14%
N/A
7.06K $0
Dimensional ETF Trust
61.5K
+ 1495.67%
N/A
65.6K $0
Dimensional ETF Trust
51.9K
+ 24.0%
N/A
268K $0
DFSU
Dimensional ETF Tr Dimen Us Su
12
+ 0.22%
N/A
5.45K $0
Dimensional ETF Trust
85
+ 51.52%
N/A
250 $0
TZA
Direxion Shs ETF Tr Direxion D

ETFs
1
+ 1.79%
$11.53 - $17.92 $11.5 - $17.9
57 $0
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
31
+ 36.9%
$43.29 - $69.32 $1.34K - $2.15K
115 $5K
DORM
Dorman Products, Inc.

Consumer Cyclical
1
+ 1.85%
$120.54 - $134.79 $121 - $135
55 $6K
DOUG
Douglas Elliman Inc.

Real Estate
2
+ 0.56%
$1.55 - $2.18 $3.1 - $4.36
357 $0
DTM
Dt Midstream, Inc.

Energy
17
+ 3.04%
$86.95 - $113.75 $1.48K - $1.93K
576 $55K
ETWO
E2open Parent Holdings, Inc.

Technology
226
+ 135.33%
$2.0 - $2.92 $452 - $660
393 $0
Ea Series Trust
83.7K
+ 18.01%
N/A
548K $0
Ea Series Trust
688
+ 139.55%
N/A
1.18K $0
SHOC
Ea Ser Tr Strive U S Semicondu
1
+ 0.24%
N/A
422 $0
ECC
Eagle Point Credit CO Inc.

Financial Services
17
+ 77.27%
$7.7 - $9.14 $131 - $155
39 $0
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
6
+ 1.95%
$24.57 - $26.23 $147 - $157
313 $7K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
10
+ 1.06%
$8.24 - $8.68 $82.4 - $86.8
950 $7K
EDIT
Editas Medicine, Inc.

Healthcare
53
+ 16.41%
$1.14 - $3.2 $60.4 - $170
376 $0
NPO
Enpro Industries, Inc

Industrials
5
+ 7.46%
$161.21 - $207.46 $806 - $1.04K
72 $11K
ETF Opportunities Trust
6
+ 150.0%
N/A
10 $0
QTUM
ETF Ser Solutions Defiance Qua
115
+ 244.68%
N/A
162 $0
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
13
+ 4.45%
$26.34 - $31.72 $342 - $412
305 $8K
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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