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
Atlanta Braves Hldgs Inc
80
+ 31.87%
N/A
331 $0
Atlas Energy Solutions Inc
223
+ 391.23%
N/A
280 $0
Atlassian Corporation
1.06K
+ 68.72%
N/A
2.6K $0
Atmus Filtration Technologie
2
+ 1.33%
N/A
152 $0
ATRC
Atri Cure, Inc.

Healthcare
4
+ 66.67%
$29.07 - $34.94 $116 - $140
10 $0
Avadel Pharmaceuticals PLC
87
+ 300.0%
N/A
116 $0
BTG
B2 Gold Corp

Basic Materials
34
+ 200.0%
$2.64 - $3.77 $89.8 - $128
51 $0
BLDP
Ballard Power Systems Inc.

Industrials
300
+ 1200.0%
$1.02 - $1.79 $306 - $537
325 $0
BAX
Baxter International Inc

Healthcare
394
+ 13.89%
$27.8 - $34.02 $11K - $13.4K
3.23K $97K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
5
+ 14.29%
$17.94 - $23.34 $89.7 - $117
40 $0
Bgc Group Inc
263
+ 171.9%
N/A
416 $0
Biohaven LTD
444
+ 439.6%
N/A
545 $0
Bitwise Bitcoin ETF Tr
343
+ 8.18%
N/A
4.54K $0
BCAT
Black Rock Capital Allocation Trust

ETFs
8
+ 50.0%
$13.2 - $15.27 $106 - $122
24 $0
Blackrock ETF Trust Ii
447
+ 64.04%
N/A
1.15K $0
Blackrock Inc
301
+ 12.74%
N/A
2.66K $0
Blackrock Income Tr Inc
148
+ 2.19%
N/A
6.92K $0
BLW
Blackrock LTD Duration Income Trust

Financial Services
14
+ 1.08%
$12.75 - $14.21 $179 - $199
1.31K $18K
BST
Black Rock Science & Technology Trust

Financial Services
1
+ 16.67%
$29.62 - $38.3 $29.6 - $38.3
7 $0
BORR
Borr Drilling LTD

Energy
410
+ 19.68%
$1.61 - $2.29 $660 - $939
2.49K $4K
Brookfield Asset Managmt LTD
112
+ 24.24%
N/A
574 $0
Brookfield Corp
3.6K
+ 180.89%
N/A
5.58K $0
Brookfield Infrastructure CO
722
+ 57.44%
N/A
1.98K $0
Brookfield Renewable Corp
13
+ 2.6%
N/A
513 $0
BRKL
Brookline Bancorp Inc

Financial Services
4
+ 12.5%
$9.53 - $11.11 $38.1 - $44.4
36 $0
BFA
Brown Forman Corp Cl A
3
+ 2.26%
N/A
136 $0
Bunge Global Sa
93
+ 9.89%
N/A
1.03K $0
BY
Byline Bancorp, Inc.

Financial Services
8
+ 3.79%
$23.25 - $27.19 $186 - $218
219 $5K
BYRN
Byrna Technologies Inc.

Industrials
23
+ 255.56%
$14.96 - $33.14 $344 - $762
32 $0
CDRE
Cadre Holdings, Inc.

Industrials
5
+ 26.32%
$28.17 - $36.48 $141 - $182
24 $0
Canadian Pacific Kansas City
712
+ 0.81%
N/A
88.6K $0
Canopy Growth Corp
21
+ 4.44%
N/A
494 $0
Capital Group Core Balanced
390
+ 9.12%
N/A
4.67K $0
Capital Group Dividend Growe
4.37K
+ 295.54%
N/A
5.85K $0
CASS
Cass Information Systems Inc

Industrials
1
+ 1.72%
$39.19 - $44.2 $39.2 - $44.2
59 $2K
CBZ
Cbiz, Inc.

Industrials
2
+ 40.0%
$66.19 - $79.64 $132 - $159
7 $0
CECE
Ceco Environmental Corp

Industrials
2
+ 3.33%
N/A
62 $0
Celestica Inc
1.04K
+ 509.27%
N/A
1.25K $0
EBR
Brazilian Electric Power CO

Utilities
23
+ 63.89%
$6.8 - $7.75 $156 - $178
59 $0
Centuri Holdings Inc
1
+ 7.14%
N/A
15 $0
Cg Oncology Inc
78
+ 243.75%
N/A
110 $0
CHX
Champion X Corp

Energy
96
+ 22.86%
$22.52 - $30.02 $2.16K - $2.88K
516 $12K
CHGG
Chegg, Inc

Consumer Defensive
52
+ 26.0%
$0.46 - $1.75 $23.9 - $91
252 $0
CPK
Chesapeake Utilities Corp

Utilities
18
+ 5.68%
$116.0 - $135.5 $2.09K - $2.44K
335 $40K
Chimera Invt Corp
299
+ 378.48%
N/A
378 $0
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
8
+ 50.0%
$10.48 - $12.62 $83.8 - $101
24 $0
Coherent Corp
1.56K
+ 330.23%
N/A
2.04K $0
COLM
Columbia Sportswear CO

Consumer Cyclical
4
+ 6.06%
$59.62 - $77.36 $238 - $309
70 $4K
CMCO
Columbus Mckinnon Corp

Industrials
36
+ 11.73%
$12.68 - $18.23 $456 - $656
343 $5K
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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