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
Victory Portfolios Ii
6.57M
+ 505519.91%
N/A
6.57M $0
Virgin Galactic Holdings Inc
5
+ 2.87%
N/A
179 $0
VITL
Vital Farms, Inc.

Consumer Defensive
18
+ 300.0%
$29.32 - $45.12 $528 - $812
24 $0
WAT
Waters Corp

Healthcare
1
+ 0.54%
$362.16 - $417.28 $362 - $417
185 $68K
WEAV
Weave Communications, Inc.

Technology
47
+ 74.6%
$10.61 - $17.44 $499 - $820
110 $1K
WEST
Westrock Coffee Holdings, LLC
50
+ 111.11%
$5.48 - $7.25 $274 - $363
95 $0
EES
Wisdomtree U.S. Smallcap Fund

ETFs
59
+ 12.02%
$48.37 - $55.84 $2.85K - $3.29K
550 $26K
Wns Hldgs LTD
18
+ 112.5%
N/A
34 $0
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
3
+ 1.02%
$5.91 - $6.78 $17.7 - $20.3
296 $1K
XMTR
Xometry, Inc.

Industrials
5
+ 26.32%
$23.04 - $43.2 $115 - $216
24 $0
Zymeworks Inc
76
+ 223.53%
N/A
110 $0
ASIX
Advan Six Inc.

Basic Materials
10
+ 9.01%
$22.57 - $32.31 $226 - $323
121 $2K
ACM
Aecom

Industrials
23
+ 8.85%
$92.54 - $111.05 $2.13K - $2.55K
283 $26K
APPN
Appian Corp

Technology
10
+ 2.61%
$28.81 - $37.23 $288 - $372
393 $11K
BBDC
Barings Bdc, Inc.

Financial Services
25
+ 0.16%
$9.36 - $10.78 $234 - $270
16.1K $153K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
15
+ 1.12%
$0.6 - $1.22 $9 - $18.3
1.36K $0
CLDT
Chatham Lodging Trust

Real Estate
1
+ 0.85%
$7.13 - $8.89 $7.13 - $8.89
119 $0
CHRD
Oasis Petroleum Inc.

Energy
1
+ 0.4%
$101.34 - $127.78 $101 - $128
253 $28K
FAZ
Direxion Shs ETF Tr Direxion D

ETFs
27
+ 1.79%
$5.08 - $6.79 $137 - $183
1.53K $8K
DT
Dynatrace, Inc.

Technology
153
+ 13.02%
$47.15 - $62.42 $7.21K - $9.55K
1.33K $62K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1
+ 0.05%
$8.11 - $8.58 $8.11 - $8.58
2.21K $17K
ENVX
Enovix Corp

Industrials
60
+ 20.34%
$7.21 - $14.33 $433 - $860
355 $2K
ENSG
Ensign Group, Inc

Healthcare
4
+ 1.2%
$125.4 - $148.86 $502 - $595
338 $43K
ROBO
Robo Global Robotics And Autom

ETFs
14
+ 3.49%
$51.5 - $60.89 $721 - $852
415 $21K
FNB
Fnb Corp

Financial Services
484
+ 9.65%
$13.08 - $15.95 $6.33K - $7.72K
5.5K $73K
FVAL
Fidelity Covington Tr Value Fa

ETFs
270
+ 2.91%
$58.79 - $65.0 $15.9K - $17.6K
9.54K $568K
FTV
Fortive Corp

Technology
7
+ 1.11%
$71.82 - $82.98 $503 - $581
635 $46K
THRM
Gentherm Inc

Consumer Cyclical
3
+ 5.77%
$26.74 - $40.76 $80.2 - $122
55 $1K
GOGL
Golden Ocean Group LTD

Industrials
13
+ 1.93%
$7.66 - $10.06 $99.6 - $131
688 $5K
HRL
Hormel Foods Corp

Consumer Defensive
192
+ 1.23%
$28.29 - $31.52 $5.43K - $6.05K
15.8K $487K
HLI
Houlihan Lokey, Inc.

Financial Services
40
+ 6.71%
$154.43 - $187.4 $6.18K - $7.5K
636 $102K
ICHR
Ichor Holdings, Ltd.

Technology
38
+ 27.54%
$22.61 - $35.08 $859 - $1.33K
176 $3K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
63
+ 6.63%
$48.9 - $56.81 $3.08K - $3.58K
1.01K $49K
KN
Knowles Corp

Technology
40
+ 15.21%
$15.2 - $20.58 $608 - $823
303 $4K
USA
Liberty All Star Equity Fund

Financial Services
26
+ 0.93%
$6.41 - $7.32 $167 - $190
2.81K $18K
MGNI
Magnite, Inc.

Communication Services
13
+ 5.08%
$11.41 - $21.17 $148 - $275
269 $3K
MOD
Modine Manufacturing CO

Consumer Cyclical
33
+ 39.76%
$76.06 - $142.68 $2.51K - $4.71K
116 $8K
MYRG
Myr Group Inc.

Industrials
4
+ 13.33%
$106.08 - $157.33 $424 - $629
34 $3K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
13
+ 2.36%
$12.17 - $13.83 $158 - $180
563 $6K
PCTY
Paylocity Holding Corp

Technology
4
+ 2.78%
$183.21 - $217.86 $733 - $871
148 $27K
PAYO
Payoneer Global Inc.

Technology
58
+ 28.57%
$7.04 - $11.04 $408 - $640
261 $1K
POWL
Powell Industries Inc

Industrials
3
+ 15.0%
$155.56 - $311.38 $467 - $934
23 $3K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
47
+ 4.51%
$42.69 - $52.91 $2.01K - $2.49K
1.09K $47K
RWT
Redwood Trust Inc

Real Estate
35
+ 2.82%
$6.01 - $6.72 $210 - $235
1.27K $7K
LAB
Standard Biotools Inc.

Healthcare
114
+ 16.29%
$1.01 - $2.06 $115 - $235
814 $0
HNDL
Strategy Shs

ETFs
37
+ 0.46%
$20.7 - $21.8 $766 - $807
8.16K $172K
SG
Sweetgreen, Inc.

Consumer Cyclical
23
+ 13.37%
$21.47 - $34.94 $494 - $804
195 $4K
SLVM
Sylvamo Corp

Basic Materials
9
+ 9.57%
$63.64 - $81.86 $573 - $737
103 $6K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
11
+ 7.05%
$166.63 - $185.86 $1.83K - $2.04K
167 $27K
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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