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
LC
Lending Club Corp

Financial Services
53
+ 10.23%
$10.25 - $17.51 $543 - $928
571 $5K
LYB
Lyondell Basell Industries N.V.

Basic Materials
40
+ 2.65%
$69.82 - $78.67 $2.79K - $3.15K
1.55K $109K
MTD
Mettler Toledo International Inc

Healthcare
6
+ 2.79%
$1177.09 - $1390.0 $7.06K - $8.34K
221 $260K
OTEX
Open Text Corp

Technology
169
+ 6.59%
$25.11 - $30.39 $4.24K - $5.14K
2.73K $69K
IX
Orix Corp

Financial Services
472
+ 332.39%
$20.44 - $107.42 $9.65K - $50.7K
614 $12K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
293
+ 6.44%
$1.14 - $2.1 $334 - $615
4.84K $5K
PRIM
Primoris Services Corp

Industrials
17
+ 8.21%
$57.27 - $89.03 $974 - $1.51K
224 $12K
PSTG
Pure Storage, Inc.

Technology
146
+ 24.29%
$44.27 - $72.37 $6.46K - $10.6K
747 $33K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
73
+ 55.3%
$63.82 - $127.89 $4.66K - $9.34K
205 $13K
WIT
Wipro LTD

Technology
1.18K
+ 8.52%
$3.0 - $3.77 $3.54K - $4.44K
15K $45K
ZBRA
Zebra Technologies Corp

Technology
44
+ 29.73%
$271.72 - $421.11 $12K - $18.5K
192 $54K
ZM
Zoom Video Communications, Inc.

Technology
31
+ 4.54%
$72.23 - $88.64 $2.24K - $2.75K
714 $52K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
50
+ 49.5%
$75.72 - $160.92 $3.79K - $8.05K
151 $11K
AVTR
Avantor, Inc.

Basic Materials
241
+ 15.65%
$15.5 - $22.57 $3.74K - $5.44K
1.78K $28K
CLH
Clean Harbors Inc

Industrials
7
+ 3.85%
$188.14 - $246.1 $1.32K - $1.72K
189 $37K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
69
+ 1.84%
$13.63 - $15.28 $940 - $1.05K
3.83K $52K
EXPE
Expedia Group, Inc.

Consumer Cyclical
41
+ 7.27%
$157.11 - $206.52 $6.44K - $8.47K
605 $101K
FFWM
First Foundation Inc.

Financial Services
50
+ 1.14%
$4.58 - $6.4 $229 - $320
4.45K $23K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1
+ 0.11%
$119.84 - $136.1 $120 - $136
925 $111K
GMS
Gms Inc.

Industrials
2
+ 0.57%
$70.36 - $86.13 $141 - $172
355 $25K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
2
+ 0.0%
$23.19 - $23.5 $46.4 - $47
52.8K $1.22M
KIM
Kimco Realty Corp

Real Estate
124
+ 3.9%
$20.15 - $23.42 $2.5K - $2.9K
3.3K $70K
LITE
Lumentum Holdings Inc.

Technology
47
+ 16.43%
$57.41 - $100.38 $2.7K - $4.72K
333 $20K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1
+ 0.06%
$45.21 - $50.33 $45.2 - $50.3
1.66K $75K
SYF
Synchrony Financial

Financial Services
19
+ 4.15%
$51.9 - $70.63 $986 - $1.34K
477 $25K
VMEO
Vimeo, Inc.

Technology
366
+ 7.38%
$5.26 - $6.93 $1.93K - $2.54K
5.32K $27K
WDC
Western Digital Corp

Technology
243
+ 34.13%
$40.43 - $72.03 $9.82K - $17.5K
955 $38K
BXP
Boston Properties Inc

Real Estate
29
+ 3.08%
$63.97 - $74.91 $1.86K - $2.17K
972 $65K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
264
+ 12.6%
$7.89 - $12.48 $2.08K - $3.29K
2.36K $21K
BTO
John Hancock Financial Opportunities Fund

Financial Services
3
+ 0.09%
$32.12 - $38.37 $96.4 - $115
3.39K $115K
IOSP
Innospec Inc.

Basic Materials
19
+ 4.51%
$94.75 - $116.61 $1.8K - $2.22K
440 $41K
KBH
Kb Home

Consumer Cyclical
87
+ 6.87%
$57.73 - $70.05 $5.02K - $6.09K
1.35K $78K
LZB
La Z Boy Inc

Consumer Cyclical
14
+ 1.22%
$38.0 - $48.02 $532 - $672
1.16K $45K
LCID
Lucid Group, Inc.

Consumer Cyclical
375
+ 3.69%
$2.03 - $3.48 $761 - $1.31K
10.5K $25K
RY
Royal Bank Of Canada

Financial Services
76
+ 4.28%
$108.81 - $123.4 $8.27K - $9.38K
1.85K $208K
SLDP
Solid Power, Inc.

Industrials
1
+ 0.02%
$1.05 - $2.21 $1.05 - $2.21
6.16K $6K
TTEK
Tetra Tech Inc

Industrials
67
+ 10.26%
$28.26 - $42.58 $1.89K - $2.85K
720 $21K
VKTX
Viking Therapeutics, Inc.

Healthcare
126
+ 26.42%
$24.15 - $42.89 $3.04K - $5.4K
603 $14K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
239
+ 2.06%
$48.02 - $53.02 $11.5K - $12.7K
11.8K $586K
BMRC
Bank Of Marin Bancorp

Financial Services
18
+ 0.47%
$21.97 - $25.93 $395 - $467
3.87K $85K
BYD
Boyd Gaming Corp

Consumer Cyclical
22
+ 2.1%
$65.83 - $79.52 $1.45K - $1.75K
1.07K $70K
FXD
First Tr Exchange Traded Fd

ETFs
1
+ 0.12%
$56.39 - $68.12 $56.4 - $68.1
822 $47K
M
Macy'S, Inc.

Consumer Cyclical
219
+ 11.41%
$12.56 - $16.82 $2.75K - $3.68K
2.14K $26K
MTCH
Match Group, Inc.

Communication Services
71
+ 1.32%
$30.08 - $36.47 $2.14K - $2.59K
5.46K $170K
PIPR
Piper Sandler Companies

Financial Services
27
+ 11.89%
$244.29 - $323.68 $6.6K - $8.74K
254 $62K
SWKS
Skyworks Solutions, Inc.

Technology
286
+ 28.23%
$64.12 - $93.96 $18.3K - $26.9K
1.3K $83K
KRE
Spdr S&P Regional Banking ETF

ETFs
3
+ 0.18%
$55.11 - $65.5 $165 - $197
1.7K $96K
TDC
Teradata Corp

Technology
278
+ 20.38%
$21.95 - $32.78 $6.1K - $9.11K
1.64K $36K
AAON
Aaon, Inc.

Industrials
66
+ 21.5%
$73.52 - $136.95 $4.85K - $9.04K
373 $29K
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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