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
SSSS
Suro Capital Corp.

Financial Services
108
+ 33.86%
$4.46 - $8.41 $482 - $908
427 $3K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
206
+ 605.88%
$8.9 - $14.15 $1.83K - $2.91K
240 $2K
TRNO
Terreno Realty Corp

Real Estate
32
+ 128.0%
$51.18 - $63.89 $1.64K - $2.04K
57 $3K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
95
+ 25.33%
$12.82 - $18.15 $1.22K - $1.72K
470 $7K
TIMB
Tim S.A.

Communication Services
78
+ 150.0%
$14.45 - $20.11 $1.13K - $1.57K
130 $2K
TR
Tootsie Roll Industries Inc

Consumer Defensive
64
+ 156.1%
$29.7 - $36.03 $1.9K - $2.31K
105 $3K
TAC
Transalta Corp

Utilities
177
+ 40.5%
$8.16 - $11.47 $1.44K - $2.03K
614 $6K
TBK
Triumph Bancorp, Inc.

Financial Services
32
+ 152.38%
N/A
53 $3K
TGI
Triumph Group Inc

Industrials
55
+ 35.48%
$24.53 - $25.94 $1.35K - $1.43K
210 $5K
TRUP
Trupanion, Inc.

Financial Services
25
+ 30.86%
$32.91 - $56.45 $823 - $1.41K
106 $5K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
350
+ 31.67%
$5.61 - $6.49 $1.96K - $2.27K
1.46K $8K
UIS
Unisys Corp

Technology
502
+ 177.39%
$3.71 - $5.73 $1.86K - $2.88K
785 $3K
USLM
United States Lime & Minerals Inc

Basic Materials
18
+ 257.14%
$85.25 - $107.02 $1.53K - $1.93K
25 $2K
UVV
Universal Corp

Consumer Defensive
4
+ 1.07%
$50.84 - $65.39 $203 - $262
378 $22K
UVSP
Univest Financial Corp

Financial Services
74
+ 40.44%
$25.3 - $31.35 $1.87K - $2.32K
257 $7K
RCII
Rent A Center Inc De

Industrials
74
+ 217.65%
N/A
108 $2K
URBN
Urban Outfitters Inc

Consumer Cyclical
1
+ 1.82%
$43.24 - $75.26 $43.2 - $75.3
56 $4K
USNA
Usana Health Sciences Inc

Consumer Defensive
62
+ 326.32%
$23.43 - $31.13 $1.45K - $1.93K
81 $2K
CLOI
Vaneck ETF Tr

ETFs
25
+ 0.96%
$51.16 - $53.02 $1.28K - $1.33K
2.63K $139K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
36
+ 10.32%
$80.28 - $91.78 $2.89K - $3.3K
385 $33K
VSH
Vishay Intertechnology Inc

Technology
128
+ 30.05%
$10.57 - $15.97 $1.35K - $2.04K
554 $8K
VSEC
Vse Corp

Industrials
9
+ 24.32%
$103.15 - $140.55 $928 - $1.26K
46 $6K
WRBY
Warby Parker Inc.

Healthcare
110
+ 186.44%
$14.0 - $22.6 $1.54K - $2.49K
169 $3K
WASH
Washington Trust Bancorp Inc

Financial Services
78
+ 67.24%
$26.08 - $30.06 $2.03K - $2.34K
194 $5K
WTM
White Mountains Insurance Group LTD

Financial Services
3
+ 12.0%
$1699.35 - $1901.99 $5.1K - $5.71K
28 $50K
WLY
John Wiley & Sons, Inc.

Communication Services
36
+ 360.0%
$37.03 - $45.5 $1.33K - $1.64K
46 $2K
WINA
Winmark Corp

Consumer Cyclical
5
+ 100.0%
$318.43 - $450.34 $1.59K - $2.25K
10 $3K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
23
+ 0.12%
$40.64 - $47.27 $935 - $1.09K
19.6K $913K
INT
World Fuel Services Corp

Energy
64
+ 4.59%
N/A
1.46K $32K
ABCL
Ab Cellera Biologics Inc.

Healthcare
69
+ 7.65%
$1.93 - $3.8 $133 - $262
971 $3K
ABM
Abm Industries Inc

Industrials
9
+ 2.16%
$42.24 - $52.72 $380 - $474
426 $20K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
17
+ 3.25%
$9.57 - $11.9 $163 - $202
540 $6K
ADUS
Addus Home Care Corp

Healthcare
2
+ 2.41%
$96.32 - $118.0 $193 - $236
85 $9K
WMS
Advanced Drainage Systems, Inc.

Industrials
2
+ 4.76%
$96.79 - $123.55 $194 - $247
44 $5K
ALG
Alamo Group Inc

Industrials
2
+ 66.67%
$158.47 - $219.45 $317 - $439
5 $1K
ALRM
Alarm.Com Holdings, Inc.

Technology
7
+ 50.0%
$49.34 - $60.68 $345 - $425
21 $1K
ALX
Alexanders Inc

Real Estate
3
+ 21.43%
$193.54 - $232.53 $581 - $698
17 $3K
ALLO
Allogene Therapeutics, Inc.

Healthcare
1.08K
+ 318.53%
$0.95 - $1.7 $1.03K - $1.84K
1.42K $1K
AMRK
A Mark Precious Metals, Inc.

Financial Services
35
+ 140.0%
$19.73 - $25.27 $691 - $884
60 $1K
AMTB
Amerant Bancorp Inc.

Financial Services
67
+ 257.69%
$16.58 - $20.89 $1.11K - $1.4K
93 $1K
HOUS
Anywhere Real Estate Inc.

Real Estate
237
+ 141.92%
$2.88 - $4.08 $683 - $967
404 $1K
AIV
Apartment Investment & Management CO

Real Estate
192
+ 1010.53%
$7.24 - $8.85 $1.39K - $1.7K
211 $1K
APPN
Appian Corp

Technology
18
+ 4.58%
$25.77 - $33.13 $464 - $596
411 $12K
ACA
Arcosa, Inc.

Industrials
9
+ 50.0%
$70.66 - $90.53 $636 - $815
27 $2K
ARGX
Argenx Se

Healthcare
6
+ 13.64%
$532.27 - $656.65 $3.19K - $3.94K
50 $27K
AHH
Armada Hoffler Properties, Inc.

Real Estate
106
+ 50.72%
$6.37 - $7.42 $675 - $787
315 $2K
AIP
Arteris, Inc.

Technology
53
+ 73.61%
$5.59 - $9.91 $296 - $525
125 $1K
ASPN
Aspen Aerogels Inc

Industrials
197
+ 31.93%
$4.31 - $6.63 $849 - $1.31K
814 $4K
AURA
Aura Biosciences, Inc.

Healthcare
195
+ 295.45%
$4.9 - $6.97 $956 - $1.36K
261 $1K
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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