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
FOXF
Fox Factory Holding Corp

Consumer Cyclical
50
+ 5.49%
$18.37 - $27.72 $919 - $1.39K
960 $24K
GLPG
Galapagos Nv

Healthcare
126
+ 1400.0%
$23.04 - $29.2 $2.9K - $3.68K
135 $3K
GTX
Garrett Motion Inc.

Consumer Cyclical
176
+ 38.85%
$7.34 - $12.04 $1.29K - $2.12K
629 $6K
GGB
Gerdau S.A.

Basic Materials
1.07K
+ 107200.0%
$2.3 - $3.19 $2.47K - $3.42K
1.07K $3K
GMRE
Global Medical Reit Inc.

Real Estate
536
+ 1914.29%
$6.16 - $8.72 $3.3K - $4.67K
564 $3K
TV
Grupo Televisa, S.A.B.

Communication Services
791
+ 39.55%
$1.6 - $2.48 $1.27K - $1.96K
2.79K $6K
HAFC
Hanmi Financial Corp

Financial Services
108
+ 257.14%
$20.42 - $24.81 $2.21K - $2.68K
150 $3K
HCI
Hci Group, Inc.

Financial Services
21
+ 420.0%
$137.07 - $171.28 $2.88K - $3.6K
26 $3K
JKHY
Henry Jack & Associates Inc

Technology
19
+ 9.64%
$163.54 - $186.02 $3.11K - $3.53K
216 $38K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
326
+ 114.79%
$6.24 - $8.83 $2.03K - $2.88K
610 $5K
HESM
Hess Midstream LP

Energy
103
+ 68.67%
$35.23 - $42.89 $3.63K - $4.42K
253 $9K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
40
+ 8.25%
$31.8 - $42.16 $1.27K - $1.69K
525 $21K
IEX
Idex Corp

Industrials
21
+ 16.54%
$160.66 - $191.29 $3.37K - $4.02K
148 $25K
IDT
Idt Corp

Communication Services
31
+ 62.0%
$46.41 - $68.62 $1.44K - $2.13K
81 $5K
IBCP
Independent Bank Corp

Financial Services
100
+ 833.33%
$28.08 - $32.78 $2.81K - $3.28K
112 $3K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
183
+ 33.52%
$20.16 - $23.26 $3.69K - $4.26K
729 $15K
IVR
Invesco Mortgage Capital Inc.

Real Estate
299
+ 311.46%
$6.33 - $8.04 $1.89K - $2.4K
395 $3K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1
+ 0.25%
$73.02 - $90.22 $73 - $90.2
395 $35K
OEF
Ishares S&P 100 ETF

ETFs
12
+ 2.63%
N/A
469 $124K
JXN
Jackson Financial Inc.

Financial Services
34
+ 212.5%
$70.35 - $89.5 $2.39K - $3.04K
50 $4K
KIM
Kimco Realty Corp

Real Estate
218
+ 6.61%
$18.7 - $21.69 $4.08K - $4.73K
3.52K $73K
LI
Li Auto Inc.

Consumer Cyclical
72
+ 26.97%
$19.79 - $30.15 $1.42K - $2.17K
339 $9K
BOWL
Bowlero Corp.

Communication Services
258
+ 200.0%
N/A
387 $4K
MAG
Mag Silver Corp

Basic Materials
5
+ 1.16%
$12.56 - $21.63 $62.8 - $108
435 $9K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
340
+ 216.56%
$4.61 - $7.23 $1.57K - $2.46K
497 $3K
MBIN
Merchants Bancorp

Financial Services
96
+ 1066.67%
$30.06 - $37.17 $2.89K - $3.57K
105 $3K
MEI
Methode Electronics Inc

Technology
363
+ 930.77%
$5.35 - $9.51 $1.94K - $3.45K
402 $3K
FIZZ
National Beverage Corp

Consumer Defensive
52
+ 16.3%
$41.45 - $46.54 $2.16K - $2.42K
371 $16K
KIND
Nextdoor Holdings, Inc.

Communication Services
2.07K
+ 244.21%
$1.36 - $1.66 $2.81K - $3.43K
2.91K $4K
NVAX
Novavax Inc

Healthcare
562
+ 107.25%
$5.43 - $7.74 $3.05K - $4.35K
1.09K $6K
NVEC
Nve Corp

Technology
27
+ 90.0%
$54.12 - $74.35 $1.46K - $2.01K
57 $4K
OLO
Olo Inc.

Technology
350
+ 167.46%
$5.84 - $9.7 $2.04K - $3.39K
559 $4K
OGN
Organon & Co.

Healthcare
1.79K
+ 65.9%
$8.04 - $14.72 $14.4K - $26.3K
4.5K $43K
OBNK
Origin Bancorp, Inc.

Financial Services
93
+ 0.7%
N/A
13.3K $429K
PEBO
Peoples Bancorp Inc

Financial Services
91
+ 700.0%
$26.85 - $31.02 $2.44K - $2.82K
104 $3K
PRGS
Progress Software Corp

Technology
42
+ 67.74%
$54.68 - $64.66 $2.3K - $2.72K
104 $6K
RPAY
Repay Holdings Corp

Technology
642
+ 594.44%
$3.71 - $5.77 $2.38K - $3.7K
750 $3K
REVG
Rev Group, Inc.

Industrials
6
+ 4.11%
$28.82 - $47.59 $173 - $286
152 $7K
RVMD
Revolution Medicines, Inc.

Healthcare
82
+ 78.1%
$31.13 - $41.98 $2.55K - $3.44K
187 $6K
SSTK
Shutterstock, Inc.

Communication Services
129
+ 10.03%
$14.55 - $19.81 $1.88K - $2.56K
1.42K $26K
SM
Sm Energy CO

Energy
144
+ 135.85%
$20.39 - $30.52 $2.94K - $4.39K
250 $6K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
59
+ 29.8%
N/A
257 $14K
XITK
Spdr Ser Tr Factset Innovative

ETFs
10
+ 29.41%
$140.43 - $189.36 $1.4K - $1.89K
44 $8K
TEX
Terex Corp

Industrials
25
+ 14.29%
$32.21 - $48.33 $805 - $1.21K
200 $9K
UFCS
United Fire Group Inc

Financial Services
127
+ 288.64%
$25.7 - $29.65 $3.26K - $3.77K
171 $4K
UHS
Universal Health Services Inc

Healthcare
137
+ 4.19%
$157.05 - $197.94 $21.5K - $27.1K
3.41K $617K
VSAT
Viasat Inc

Technology
219
+ 202.78%
$7.7 - $14.6 $1.69K - $3.2K
327 $4K
VITL
Vital Farms, Inc.

Consumer Defensive
54
+ 225.0%
$30.52 - $38.52 $1.65K - $2.08K
78 $3K
WFRD
Weatherford International PLC

Energy
70
+ 44.59%
$39.17 - $54.26 $2.74K - $3.8K
227 $11K
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
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