Allworth Financial LP New Holdings in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HOFT
Hooker Furnishings Corp

Consumer Cyclical
14
New
$7.57 - $12.07 $106 - $169
14 $0
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
93
New
$4.13 - $10.54 $384 - $980
93 $0
HROW
Harrow Health, Inc.

Healthcare
27
New
$22.2 - $31.61 $599 - $853
27 $0
FHYS
Federated Hermes ETF Tr Short
200
New
N/A
200 $0
FDEV
Fidelity International Multifa

ETFs
0
New
$26.86 - $32.58 $0 - $0
0 $0
Fidelity Covington Trust
0
New
N/A
0 $0
GCBC
Greene County Bancorp Inc

Financial Services
5
New
$20.74 - $23.72 $104 - $119
5 $0
GEFB
Greif, Inc. Cl B
1
New
N/A
1 $0
Grupo Aval Acciones Y Valore
744
New
N/A
744 $0
Grupo Cibest Sa
48
New
N/A
48 $0
Fidelity Covington Trust
160
New
N/A
160 $0
FDEM
Fidelity Emerging Markets Mult
0
New
N/A
0 $0
Fidelis Insurance Holdings L
311
New
N/A
311 $0
HMN
Horace Mann Educators Corp

Financial Services
6
New
$38.84 - $43.99 $233 - $264
6 $0
Morgan Stanley ETF Trust
0
New
N/A
0 $0
Companhia Paranaense De Ener
3.25K
New
N/A
3.25K $0
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
2
New
$12.72 - $15.77 $25.4 - $31.5
2 $0
Ni Hldgs Inc
17
New
N/A
17 $0
CLMB
Climb Global Solutions Inc Com
5
New
N/A
5 $0
CLSD
Clearside Biomedical, Inc.

Healthcare
50
New
$0.74 - $0.93 $37 - $46.5
50 $0
NWFL
Norwood Financial Corp

Financial Services
2
New
$21.67 - $26.9 $43.3 - $53.8
2 $0
Nukkleus Inc
2K
New
N/A
2K $0
CLAR
Clarus Corp

Consumer Cyclical
12
New
$3.08 - $3.83 $37 - $46
12 $0
CIO
City Office Reit, Inc.

Real Estate
6
New
$4.32 - $5.58 $25.9 - $33.5
6 $0
CZNC
Citizens & Northern Corp

Financial Services
34
New
$18.07 - $20.04 $614 - $681
34 $0
SID
National Steel CO

Basic Materials
200
New
$1.31 - $1.72 $262 - $344
200 $0
Neumora Therapeutics Inc.
353
New
N/A
353 $0
Neos ETF Trust
2.55K
New
N/A
2.55K $0
CRAI
Cra International, Inc.

Industrials
5
New
$160.48 - $195.43 $802 - $977
5 $0
Coya Therapeutics Inc
1K
New
N/A
1K $0
NATH
Nathans Famous, Inc.

Consumer Cyclical
2
New
$90.55 - $115.66 $181 - $231
2 $0
NKSH
National Bankshares Inc

Financial Services
2
New
$24.0 - $27.88 $48 - $55.8
2 $0
National Cinemedia Inc
34
New
N/A
34 $0
Natures Sunshine Prods Inc
3
New
N/A
3 $0
Costamare Bulkers Hldgs LTD
7
New
N/A
7 $0
Nektar Therapeutics
3.37K
New
N/A
3.37K $0
Neos ETF Trust
1.3K
New
N/A
1.3K $0
Neos ETF Trust
500
New
N/A
500 $0
Circle Internet Group Inc
202
New
N/A
202 $0
Choiceone Finl Svcs Inc
46
New
N/A
46 $0
Nuvve Holding Corp
27
New
N/A
27 $0
ORN
Orion Group Holdings Inc

Industrials
78
New
$5.03 - $9.2 $392 - $718
78 $0
CPF
Central Pacific Financial Corp

Financial Services
13
New
$23.98 - $28.03 $312 - $364
13 $0
Orrstown Finl Svcs Inc
3
New
N/A
3 $0
OFIX
Orthofix Medical Inc.

Healthcare
12
New
$10.35 - $16.3 $124 - $196
12 $0
Oruka Therapeutics Inc
5
New
N/A
5 $0
CENT
Central Garden & Pet CO

Consumer Defensive
13
New
$33.56 - $36.96 $436 - $480
13 $0
ALTL
Pacer Lunt Large Cap Altenator

Technology
0
New
$31.72 - $37.66 $0 - $0
0 $0
CGAU
Centerra Gold Inc.

Basic Materials
9
New
$5.52 - $7.58 $49.7 - $68.2
9 $0
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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