Allworth Financial LP Incresed Positions in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EVGO
E Vgo Inc.

Consumer Cyclical
887
+ 59.09%
$2.41 - $4.61 $2.14K - $4.09K
2.39K $8K
EXR
Extra Space Storage Inc.

Real Estate
59
+ 1.75%
$126.61 - $152.99 $7.47K - $9.03K
3.44K $507K
FMBH
First Mid Bancshares, Inc.

Financial Services
112
+ 143.59%
$31.0 - $38.22 $3.47K - $4.28K
190 $7K
GUNR
Flexshares Tr Morningstar Glob

ETFs
19
+ 0.51%
$33.77 - $41.16 $642 - $782
3.74K $149K
FYBR
Frontier Communications Parent, Inc.

Communication Services
113
+ 22.83%
$35.51 - $36.83 $4.01K - $4.16K
608 $22K
GUT
Gabelli Utility Trust

Financial Services
1K
+ 501.0%
$4.95 - $5.81 $4.96K - $5.82K
1.2K $6K
GEO
Geo Group Inc

Real Estate
302
+ 75.31%
$23.11 - $31.67 $6.98K - $9.56K
703 $16K
GHC
Graham Holdings CO

Consumer Defensive
6
+ 17.14%
$876.56 - $1003.53 $5.26K - $6.02K
41 $38K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
4
+ 1.49%
$162.37 - $200.76 $649 - $803
273 $51K
HLIO
Helios Technologies, Inc.

Industrials
114
+ 28.29%
$25.71 - $33.72 $2.93K - $3.84K
517 $17K
IMVT
Immunovant, Inc.

Healthcare
209
+ 475.0%
N/A
253 $6K
NTLA
Intellia Therapeutics, Inc.

Healthcare
390
+ 67.01%
$6.28 - $9.67 $2.45K - $3.77K
972 $9K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
83
+ 1.97%
$55.57 - $62.73 $4.61K - $5.21K
4.31K $265K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
552
+ 418.18%
$9.4 - $10.12 $5.19K - $5.59K
684 $6K
EMGF
Ishares Msci Emerging Markets

ETFs
8
+ 1.01%
$41.37 - $52.07 $331 - $417
797 $41K
KXI
Ishares Tr Global Consumer Sta

ETFs
62
+ 7.01%
$60.73 - $67.45 $3.77K - $4.18K
946 $61K
KROS
Keros Therapeutics, Inc.

Healthcare
261
+ 70.54%
$9.55 - $15.11 $2.49K - $3.94K
631 $8K
LGND
Ligand Pharmaceuticals Inc

Healthcare
4
+ 0.74%
$96.67 - $118.22 $387 - $473
541 $61K
LTC
Ltc Properties Inc

Real Estate
154
+ 22.25%
$32.83 - $36.24 $5.06K - $5.58K
846 $29K
MMS
Maximus, Inc.

Industrials
60
+ 22.14%
$65.54 - $76.8 $3.93K - $4.61K
331 $23K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
19
+ 3.0%
$38.39 - $51.11 $729 - $971
652 $33K
MUR
Murphy Oil Corp

Energy
693
+ 39.67%
$19.62 - $29.21 $13.6K - $20.2K
2.44K $54K
NOG
Northern Oil & Gas, Inc.

Energy
166
+ 107.1%
$20.6 - $32.16 $3.42K - $5.34K
321 $9K
BTU
Peabody Energy Corp

Energy
345
+ 16.24%
$10.31 - $15.28 $3.56K - $5.27K
2.47K $33K
PHI
Pldt Inc.

Communication Services
245
+ 69.8%
$20.74 - $23.86 $5.08K - $5.85K
596 $12K
POWI
Power Integrations Inc

Technology
15
+ 2.53%
$42.13 - $59.01 $632 - $885
609 $34K
PTGX
Protagonist Therapeutics, Inc

Healthcare
87
+ 290.0%
$40.89 - $56.37 $3.56K - $4.9K
117 $6K
RNR
Renaissancere Holdings LTD

Financial Services
20
+ 33.9%
$220.37 - $253.95 $4.41K - $5.08K
79 $19K
ROIV
Roivant Sciences Ltd.

Healthcare
367
+ 43.43%
$9.08 - $11.62 $3.33K - $4.26K
1.21K $13K
SHBI
Shore Bancshares Inc

Financial Services
275
+ 410.45%
$11.78 - $15.72 $3.24K - $4.32K
342 $5K
SITM
Sitime Corp

Technology
9
+ 18.37%
$116.79 - $241.6 $1.05K - $2.17K
58 $12K
SPTN
Spartan Nash CO

Consumer Defensive
165
+ 96.49%
$17.62 - $26.57 $2.91K - $4.38K
336 $8K
KRE
Spdr S&P Regional Banking ETF

ETFs
4
+ 0.23%
$48.81 - $59.48 $195 - $238
1.71K $101K
HNDL
Strategy Shs

ETFs
26
+ 0.32%
$19.2 - $21.66 $499 - $563
8.19K $177K
TME
Tencent Music Entertainment Group

Communication Services
56
+ 6.58%
$11.97 - $19.49 $670 - $1.09K
907 $17K
PNM
Pnm Resources Inc

Utilities
124
+ 9.47%
N/A
1.43K $59K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
127
+ 104.1%
$31.06 - $39.3 $3.94K - $4.99K
249 $9K
VLY
Valley National Bancorp

Financial Services
290
+ 0.5%
$7.87 - $9.2 $2.28K - $2.67K
58.5K $522K
VNT
Vontier Corp

Technology
99
+ 48.53%
$28.04 - $37.3 $2.78K - $3.69K
303 $11K
ZION
Zions Bancorporation, National Association

Financial Services
32
+ 2.07%
$41.39 - $51.94 $1.32K - $1.66K
1.58K $81K
ALGT
Allegiant Travel CO

Industrials
84
+ 420.0%
$40.9 - $59.35 $3.44K - $4.99K
104 $5K
ALE
Allete Inc

Utilities
82
+ 18.39%
$63.53 - $65.71 $5.21K - $5.39K
528 $33K
AMN
Amn Healthcare Services Inc

Healthcare
201
+ 137.67%
$17.79 - $23.8 $3.58K - $4.78K
347 $7K
ARDX
Ardelyx, Inc.

Healthcare
1.11K
+ 233.4%
$3.28 - $5.51 $3.64K - $6.12K
1.59K $6K
AGX
Argan Inc

Industrials
13
+ 216.67%
$120.08 - $243.11 $1.56K - $3.16K
19 $4K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
166
+ 43.12%
$9.99 - $16.97 $1.66K - $2.82K
551 $8K
ALV
Autoliv Inc

Consumer Cyclical
26
+ 52.0%
$76.77 - $113.1 $2K - $2.94K
76 $8K
AVT
Avnet Inc

Technology
54
+ 30.0%
$41.51 - $53.08 $2.24K - $2.87K
234 $12K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
7
+ 0.3%
$6.26 - $9.51 $43.8 - $66.6
2.36K $20K
Activity Summary
Buys All Purchases 3169 New Holdings 667 Increased Positions 2502 Sells All Sells 743 Reductions 739 Sold out 4 Options Calls 0 Puts 1
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email