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
TMP
Tompkins Financial Corp

Financial Services
2
+ 2.63%
$62.44 - $72.73 $125 - $145
78 $4K
TNL
Travel & Leisure Co.

Consumer Cyclical
33
+ 4.85%
$46.29 - $57.86 $1.53K - $1.91K
714 $33K
TWST
Twist Bioscience Corp

Healthcare
11
+ 5.67%
$36.71 - $54.07 $404 - $595
205 $8K
UHAL
Amerco

Industrials
26
+ 2.91%
$62.22 - $74.71 $1.62K - $1.94K
919 $60K
VCEL
Vericel Corp

Healthcare
8
+ 6.9%
$44.5 - $61.8 $356 - $494
124 $5K
VMC
Vulcan Materials CO

Basic Materials
59
+ 9.97%
$220.9 - $277.54 $13K - $16.4K
651 $151K
WD
Walker & Dunlop, Inc.

Financial Services
20
+ 9.9%
$82.09 - $96.76 $1.64K - $1.94K
222 $18K
WTFC
Wintrust Financial Corp

Financial Services
24
+ 7.34%
$107.76 - $136.92 $2.59K - $3.29K
351 $39K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
23
+ 10.0%
$87.72 - $111.91 $2.02K - $2.57K
253 $22K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
10
+ 1.73%
$22.73 - $28.09 $227 - $281
588 $13K
AN
Autonation, Inc.

Consumer Cyclical
9
+ 1.83%
$156.67 - $195.15 $1.41K - $1.76K
502 $81K
BE
Bloom Energy Corp

Industrials
28
+ 3.42%
$19.66 - $29.81 $550 - $835
847 $16K
BMBL
Bumble Inc.

Technology
150
+ 29.18%
$4.3 - $8.64 $645 - $1.3K
664 $2K
CGUS
Capital Group Core Equity ETF
1.1K
+ 4.38%
$33.08 - $36.62 $36.5K - $40.4K
26.3K $878K
CARG
Car Gurus, Inc.

Communication Services
245
+ 20.76%
$28.82 - $40.55 $7.06K - $9.93K
1.43K $41K
CIEN
Ciena Corp

Technology
78
+ 29.1%
$60.43 - $98.18 $4.71K - $7.66K
346 $20K
CGNX
Cognex Corp

Technology
111
+ 13.72%
$29.83 - $41.02 $3.31K - $4.55K
920 $27K
EOSE
Eos Energy Enterprises, Inc.

Industrials
32
+ 3.2%
$3.78 - $6.08 $121 - $195
1.03K $3K
EVGO
E Vgo Inc.

Consumer Cyclical
81
+ 5.7%
$2.37 - $4.46 $192 - $361
1.5K $3K
FLS
Flowserve Corp

Industrials
49
+ 10.06%
$46.47 - $64.75 $2.28K - $3.17K
536 $26K
FRSH
Freshworks Inc.

Technology
112
+ 6.47%
$14.11 - $19.75 $1.58K - $2.21K
1.84K $26K
GTES
Gates Industrial Corp PLC

Industrials
71
+ 5.09%
$18.41 - $23.51 $1.31K - $1.67K
1.47K $26K
GLNG
Golar Lng LTD

Energy
18
+ 2.68%
$31.34 - $43.84 $564 - $789
690 $26K
HMC
Honda Motor CO LTD

Consumer Cyclical
71
+ 3.32%
$26.9 - $30.41 $1.91K - $2.16K
2.21K $59K
TILE
Interface Inc

Consumer Cyclical
2
+ 0.59%
$18.26 - $25.12 $36.5 - $50.2
343 $6K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
222
+ 30.33%
$3.33 - $7.79 $739 - $1.73K
954 $3K
JOBY
Joby Aviation, Inc.

Industrials
1.46K
+ 29.33%
$5.99 - $10.27 $8.74K - $15K
6.43K $38K
MORN
Morningstar, Inc.

Financial Services
7
+ 6.36%
$282.49 - $334.73 $1.98K - $2.34K
117 $35K
PEB
Pebblebrook Hotel Trust

Real Estate
195
+ 18.84%
$10.13 - $14.01 $1.98K - $2.73K
1.23K $12K
PJT
Pjt Partners Inc.

Financial Services
1
+ 0.72%
$135.97 - $177.59 $136 - $178
140 $19K
QTWO
Q2 Holdings, Inc.

Technology
21
+ 11.73%
$71.37 - $102.68 $1.5K - $2.16K
200 $16K
QS
Quantum Scape Corp

Consumer Cyclical
135
+ 6.32%
$4.15 - $6.58 $560 - $888
2.27K $9K
REZI
Resideo Technologies, Inc.

Industrials
155
+ 18.45%
$16.92 - $23.77 $2.62K - $3.68K
995 $17K
RPM
Rpm International Inc

Basic Materials
1
+ 0.34%
$114.03 - $128.31 $114 - $128
294 $34K
SEIC
Sei Investments CO

Financial Services
11
+ 2.43%
$72.08 - $86.58 $793 - $952
463 $35K
SMTC
Semtech Corp

Technology
75
+ 50.34%
$31.44 - $77.15 $2.36K - $5.79K
224 $7K
SONO
Sonos Inc

Technology
78
+ 13.85%
$10.67 - $15.08 $832 - $1.18K
641 $6K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
8
+ 0.95%
$66.59 - $77.68 $533 - $621
854 $58K
VVV
Valvoline Inc

Energy
6
+ 0.33%
$34.44 - $40.19 $207 - $241
1.85K $64K
ZD
Ziff Davis, Inc.

Communication Services
96
+ 30.38%
$37.58 - $55.5 $3.61K - $5.33K
412 $15K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
8
+ 1.34%
$27.98 - $33.9 $224 - $271
607 $16K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
7
+ 3.65%
$38.82 - $64.98 $272 - $455
199 $7K
EME
Emcor Group, Inc.

Industrials
33
+ 17.93%
$361.16 - $535.99 $11.9K - $17.7K
217 $80K
FN
Fabrinet

Technology
11
+ 4.49%
$183.66 - $267.24 $2.02K - $2.94K
256 $50K
ULCC
Frontier Group Holdings, Inc.

Industrials
119
+ 8.93%
$4.34 - $10.06 $516 - $1.2K
1.45K $6K
HXL
Hexcel Corp

Industrials
22
+ 3.55%
$54.76 - $70.69 $1.2K - $1.56K
642 $35K
HST
Host Hotels & Resorts, Inc.

Real Estate
198
+ 11.66%
$14.21 - $17.45 $2.81K - $3.46K
1.9K $26K
ICUI
Icu Medical Inc

Healthcare
6
+ 3.0%
$130.05 - $172.3 $780 - $1.03K
206 $28K
JNPR
Juniper Networks Inc

Technology
3
+ 0.13%
$34.38 - $39.03 $103 - $117
2.36K $85K
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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