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
CDW
Cdw Corp

Technology
186
+ 101.64%
$160.26 - $206.13 $29.8K - $38.3K
369 $59K
HALO
Halozyme Therapeutics, Inc.

Healthcare
140
+ 11.76%
$47.74 - $65.16 $6.68K - $9.12K
1.33K $84K
TFX
Teleflex Inc

Healthcare
212
+ 504.76%
$130.79 - $183.66 $27.7K - $38.9K
254 $35K
UHS
Universal Health Services Inc

Healthcare
4
+ 0.12%
$163.99 - $193.27 $656 - $773
3.27K $614K
EPR
Epr Properties

Real Estate
393
+ 52.96%
$43.98 - $53.81 $17.3K - $21.1K
1.14K $59K
NTR
Nutrien Ltd.

Basic Materials
506
+ 117.13%
$45.28 - $53.84 $22.9K - $27.2K
938 $46K
TDY
Teledyne Technologies Inc

Technology
40
+ 19.42%
$455.51 - $518.84 $18.2K - $20.8K
246 $122K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
21
+ 3.52%
$233.07 - $290.7 $4.89K - $6.1K
618 $166K
SAN
Banco Santander, S.A.

Financial Services
116
+ 0.98%
$4.46 - $7.14 $517 - $828
11.9K $79K
IVT
Inven Trust Properties Corp.

Real Estate
1.11K
+ 12.3%
$28.36 - $30.77 $31.4K - $34K
10.1K $296K
VICI
Vici Properties Inc.

Real Estate
311
+ 6.74%
$28.21 - $32.68 $8.77K - $10.2K
4.93K $160K
WY
Weyerhaeuser CO

Real Estate
608
+ 8.75%
$27.29 - $31.39 $16.6K - $19.1K
7.56K $221K
GLDM
World Gold Trust

ETFs
12
+ 0.46%
$52.19 - $61.89 $626 - $743
2.65K $163K
IMO
Imperial Oil LTD

Energy
110
+ 6.75%
$62.41 - $73.34 $6.87K - $8.07K
1.74K $125K
KMPR
Kemper Corp

Financial Services
360
+ 68.83%
$62.81 - $69.5 $22.6K - $25K
883 $59K
QDPL
Pacer Fds Tr Metaurus Us Large
1.45K
+ 9.51%
$36.5 - $40.04 $52.9K - $58K
16.7K $609K
SIG
Signet Jewelers LTD

Consumer Cyclical
445
+ 946.81%
$46.42 - $78.03 $20.7K - $34.7K
492 $28K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
715
+ 9.8%
$27.64 - $28.58 $19.8K - $20.4K
8.01K $228K
VEEV
Veeva Systems Inc

Healthcare
34
+ 4.17%
$210.58 - $246.8 $7.16K - $8.39K
849 $196K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
322
+ 56.39%
$78.0 - $84.37 $25.1K - $27.2K
893 $71K
IEF
Ishares Barclays

ETFs
215
+ 19.94%
$91.17 - $95.39 $19.6K - $20.5K
1.29K $123K
KEY
Keycorp

Financial Services
1.54K
+ 246.88%
$15.15 - $18.3 $23.4K - $28.2K
2.17K $34K
KEYS
Keysight Technologies, Inc.

Technology
319
+ 14.36%
$148.16 - $185.11 $47.3K - $59.1K
2.54K $380K
MNRO
Monro, Inc.

Consumer Cyclical
1.65K
+ 10986.67%
$14.47 - $24.54 $23.8K - $40.4K
1.66K $24K
SSNC
Ss&C Technologies Holdings Inc

Technology
115
+ 6.05%
$74.75 - $89.13 $8.6K - $10.2K
2.02K $168K
CHD
Church & Dwight CO Inc

Consumer Defensive
1
+ 0.02%
$101.42 - $113.2 $101 - $113
4.21K $463K
GL
Globe Life Inc.

Financial Services
103
+ 22.01%
$111.2 - $131.72 $11.5K - $13.6K
571 $75K
HE
Hawaiian Electric Industries Inc

Utilities
2.04K
+ 379.33%
$8.18 - $11.46 $16.7K - $23.3K
2.57K $28K
HSY
Hershey CO

Consumer Defensive
67
+ 0.94%
$144.74 - $186.36 $9.7K - $12.5K
7.19K $1.23M
NOK
Nokia Corp

Technology
2.25K
+ 15.99%
$4.43 - $5.42 $9.96K - $12.2K
16.3K $85K
PANW
Palo Alto Networks Inc

Technology
666
+ 8.27%
$167.82 - $208.28 $112K - $139K
8.72K $1.49M
RHI
Robert Half International Inc.

Industrials
650
+ 80.45%
$51.96 - $71.3 $33.8K - $46.3K
1.46K $79K
STM
St Microelectronics N.V.

Technology
1.42K
+ 59.04%
$21.64 - $28.22 $30.7K - $40.1K
3.83K $83K
BIO
Bio Rad Laboratories, Inc.

Healthcare
104
+ 260.0%
$243.0 - $367.0 $25.3K - $38.2K
144 $35K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
52
+ 8.23%
$88.0 - $115.5 $4.58K - $6.01K
684 $78K
CPT
Camden Property Trust

Real Estate
158
+ 47.45%
$109.16 - $125.53 $17.2K - $19.8K
491 $60K
DASH
Door Dash, Inc.

Communication Services
48
+ 5.71%
$168.37 - $213.38 $8.08K - $10.2K
888 $162K
ECPG
Encore Capital Group Inc

Financial Services
648
+ 5400.0%
$32.02 - $51.25 $20.7K - $33.2K
660 $22K
EQR
Equity Residential

Real Estate
302
+ 48.17%
$66.98 - $75.02 $20.2K - $22.7K
929 $66K
FLEX
Flex Ltd.

Technology
2.17K
+ 23.55%
$32.92 - $44.46 $71.5K - $96.6K
11.4K $376K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
4.44K
+ 10323.26%
$4.92 - $9.82 $21.8K - $43.6K
4.48K $22K
LPLA
Lpl Financial Holdings Inc.

Financial Services
67
+ 14.44%
$308.87 - $383.33 $20.7K - $25.7K
531 $173K
PR
Permian Resources Corporation

Energy
1.64K
+ 376.73%
$12.33 - $16.0 $20.2K - $26.2K
2.07K $28K
TSN
Tyson Foods, Inc.

Consumer Defensive
191
+ 12.62%
$54.27 - $63.81 $10.4K - $12.2K
1.71K $108K
HYD
Vaneck High Yield Muni ETF

ETFs
446
+ 39.89%
$50.79 - $52.53 $22.7K - $23.4K
1.56K $80K
AER
Aer Cap Holdings N.V.

Industrials
116
+ 8.0%
$94.11 - $105.78 $10.9K - $12.3K
1.57K $159K
BWA
Borgwarner Inc

Consumer Cyclical
793
+ 123.14%
$27.78 - $32.9 $22K - $26.1K
1.44K $41K
CGGO
Capital Group Global Growth Eq

ETFs
799
+ 58.19%
$28.33 - $30.84 $22.6K - $24.6K
2.17K $61K
CUBE
Cube Smart

Real Estate
501
+ 115.17%
$40.23 - $43.23 $20.2K - $21.7K
936 $39K
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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