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
Serve Robotics Inc
36
+ 4.0%
N/A
936 $0
Sezzle Inc
5
+ 500.0%
N/A
6 $0
Sharkninja Inc
248
+ 406.56%
N/A
309 $0
SHEN
Shenandoah Telecommunications CO

Communication Services
14
+ 32.56%
$10.5 - $13.48 $147 - $189
57 $0
FOUR
Shift4 Payments, Inc.

Technology
15
+ 37.5%
$81.71 - $125.66 $1.23K - $1.88K
55 $4K
Site Ctrs Corp
38
+ 111.76%
N/A
72 $0
Sitio Royalties Corp
108
+ 104.85%
N/A
211 $0
SWBI
Smith & Wesson Brands, Inc.

Industrials
6
+ 0.61%
$9.32 - $11.16 $55.9 - $67
982 $9K
Smurfit Westrock PLC
579
+ 35.61%
N/A
2.21K $0
Soleno Therapeutics Inc
9
+ 180.0%
N/A
14 $0
South Plains Financial Inc
23
+ 460.0%
N/A
28 $0
RWO
Spdr Dow Jones Global Real Est

ETFs
2
+ 0.75%
$41.41 - $45.24 $82.8 - $90.5
270 $11K
Spyre Therapeutics Inc
4
+ 44.44%
N/A
13 $0
STC
Stewart Information Services Corp

Financial Services
6
+ 120.0%
$59.55 - $72.6 $357 - $436
11 $0
SSYS
Stratasys Ltd.

Technology
2
+ 0.74%
$8.58 - $12.85 $17.2 - $25.7
274 $2K
INN
Summit Hotel Properties, Inc.

Real Estate
109
+ 155.71%
$5.4 - $6.84 $589 - $746
179 $0
SHO
Sunstone Hotel Investors, Inc.

Real Estate
12
+ 5.06%
N/A
249 $2K
T Rowe Price ETF Inc
390
+ 0.15%
N/A
265K $0
TFLR
T Rowe Price Exchange Traded F
528
+ 9.61%
N/A
6.02K $0
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
2
+ 0.42%
$31.75 - $36.0 $63.5 - $72
481 $16K
TDOC
Teladoc Health, Inc.

Healthcare
191
+ 19.06%
$7.96 - $14.33 $1.52K - $2.74K
1.19K $9K
TEI
Templeton Emerging Markets Income Fund

Financial Services
4
+ 2.44%
$5.15 - $5.57 $20.6 - $22.3
168 $0
TEX
Terex Corp

Industrials
39
+ 28.68%
$37.65 - $48.97 $1.47K - $1.91K
175 $6K
TCBI
Texas Capital Bancshares Inc

Financial Services
10
+ 71.43%
$70.86 - $83.85 $709 - $839
24 $1K
Tidal Tr Ii
10
+ 1.44%
N/A
705 $0
Tko Group Holdings Inc
49
+ 12.31%
N/A
447 $0
TR
Tootsie Roll Industries Inc

Consumer Defensive
1
+ 2.5%
$30.44 - $32.85 $30.4 - $32.9
41 $1K
TRS
Trimas Corp

Consumer Cyclical
12
+ 13.64%
$20.49 - $25.42 $246 - $305
100 $2K
Trust For Professional Manag
4.35K
+ 48.3%
N/A
13.3K $0
Two Hbrs Invt Corp
57
+ 0.87%
N/A
6.6K $0
UHALB
Amerco Com Ser N
5
+ 0.07%
N/A
7.57K $0
Ul Solutions Inc
30
+ 272.73%
N/A
41 $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
40
+ 18.69%
$314.47 - $431.35 $12.6K - $17.3K
254 $93K
UMH
Umh Properties, Inc.

Real Estate
19
+ 15.57%
$17.49 - $19.0 $332 - $361
141 $2K
UA
Under Armour Inc Cl C

Consumer Cyclical
70
+ 118.64%
$5.95 - $7.79 $417 - $545
129 $0
UIS
Unisys Corp

Technology
121
+ 74.69%
$3.9 - $7.15 $472 - $865
283 $1K
USLM
United States Lime & Minerals Inc

Basic Materials
6
+ 600.0%
$85.17 - $125.32 $511 - $752
7 $0
UNIT
Uniti Group Inc.

Real Estate
71
+ 8.65%
$4.75 - $5.98 $337 - $425
892 $4K
UPWK
Upwork, Inc

Industrials
48
+ 57.14%
$12.34 - $17.44 $592 - $837
132 $1K
URBN
Urban Outfitters Inc

Consumer Cyclical
4
+ 7.84%
$48.81 - $60.44 $195 - $242
55 $2K
EGY
Vaalco Energy Inc

Energy
453
+ 23.41%
$3.71 - $4.74 $1.68K - $2.15K
2.39K $8K
BUZZ
Vaneck ETF Tr Vaneck Social Se
200
+ 61.92%
N/A
523 $0
VUSB
Vanguard Bd Index Fds
3.15K
+ 58.76%
N/A
8.51K $0
VNQI
Vanguard Global Ex U.S. Real

ETFs
16
+ 7.77%
$38.22 - $41.19 $612 - $659
222 $8K
Vanguard Wellington Fd
11
+ 0.41%
N/A
2.7K $0
Veralto Corp
20
+ 3.22%
N/A
642 $0
VERX
Vertex, Inc.

Technology
31
+ 67.39%
$31.15 - $58.95 $966 - $1.83K
77 $2K
Vestis Corporation
141
+ 42.47%
N/A
473 $0
VICR
Vicor Corp

Technology
5
+ 33.33%
$46.78 - $64.71 $234 - $324
20 $0
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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