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
PKBK
Parke Bancorp, Inc.

Financial Services
19
New
$17.15 - $20.84 $326 - $396
19 $0
Paysafe Limited
104
New
N/A
104 $0
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
2
New
$4.26 - $10.55 $8.52 - $21.1
2 $0
Organigram Global Inc
50
New
N/A
50 $0
OBT
Orange County Bancorp, Inc.

Financial Services
24
New
$21.34 - $26.92 $512 - $646
24 $0
Oaktree Specialty Lending CO
3.48K
New
N/A
3.48K $0
Offerpad Solutions Inc
7
New
N/A
7 $0
ODC
Oil Dri Corp Of America

Basic Materials
7
New
$41.52 - $59.78 $291 - $418
7 $0
China Yuchai Intl LTD
93
New
N/A
93 $0
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
145
New
$1.05 - $1.54 $152 - $223
145 $0
OFLX
Omega Flex, Inc.

Industrials
22
New
$29.0 - $35.12 $638 - $773
22 $0
CHMG
Chemung Financial Corp

Financial Services
9
New
$40.73 - $49.98 $367 - $450
9 $0
Or Royalties Inc.
1.92K
New
N/A
1.92K $0
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
300
New
$2.03 - $2.38 $609 - $714
300 $0
PCB
Pcb Bancorp

Financial Services
36
New
$16.8 - $20.98 $605 - $755
36 $0
JRVR
James River Group Holdings, Ltd.

Financial Services
27
New
$3.96 - $6.18 $107 - $167
27 $0
LE
Lands' End, Inc.

Consumer Cyclical
9
New
N/A
9 $0
Disc Medicine Inc
4
New
N/A
4 $0
LMAT
Lemaitre Vascular Inc

Healthcare
1
New
$77.89 - $92.6 $77.9 - $92.6
1 $0
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
0
New
$76.98 - $98.31 $0 - $0
0 $0
LNDC
Landec Corp \Ca\

Healthcare
500
New
N/A
500 $0
LFMD
Life Md, Inc.

Healthcare
2
New
$4.82 - $15.06 $9.64 - $30.1
2 $0
LNKB
Linkbancorp, Inc.

Financial Services
5
New
$6.33 - $7.42 $31.7 - $37.1
5 $0
Lionsgate Studios Corp
328
New
N/A
328 $0
Direxion Shs ETF Tr
563
New
N/A
563 $0
Diebold Nixdorf Inc
13
New
N/A
13 $0
Kulr Technology Group Inc
27
New
N/A
27 $0
Kiniksa Pharmaceuticals Intl
64
New
N/A
64 $0
DLHC
Dlh Holdings Corp.

Industrials
8
New
$2.74 - $5.84 $21.9 - $46.7
8 $0
Doubleline ETF Trust
142
New
N/A
142 $0
Janus Detroit Str Tr
245
New
N/A
245 $0
Jbs N.V.
1.03K
New
N/A
1.03K $0
DOMO
Domo, Inc.

Technology
2
New
$6.64 - $14.63 $13.3 - $29.3
2 $0
JMSB
John Marshall Bancorp, Inc.

Financial Services
4
New
$14.19 - $18.84 $56.8 - $75.4
4 $0
JYNT
Joint Corp

Healthcare
8
New
$9.7 - $12.51 $77.6 - $100
8 $0
DCGO
Doc Go Inc.

Healthcare
154
New
$1.28 - $2.69 $197 - $414
154 $0
Kayne Anderson Bdc Inc
700
New
N/A
700 $0
Kazia Therapeutics LTD
1
New
N/A
1 $0
BOOM
Dmc Global Inc.

Energy
4
New
$6.21 - $8.58 $24.8 - $34.3
4 $0
LVWR
Live Wire Group, Inc.

Consumer Cyclical
5
New
N/A
5 $0
Lmp Cap & Income Fd Inc
2.51K
New
N/A
2.51K $0
Logistic Properties Of The A
250
New
N/A
250 $0
DAKT
Daktronics Inc

Technology
32
New
$11.31 - $16.03 $362 - $513
32 $0
Microbot Med Inc
130
New
N/A
130 $0
Microstrategy Inc
227
New
N/A
227 $0
MPB
Mid Penn Bancorp Inc

Financial Services
2
New
$24.01 - $29.27 $48 - $58.5
2 $0
CWK
Cushman & Wakefield PLC

Real Estate
31
New
$7.9 - $11.13 $245 - $345
31 $0
MDXG
Mimedx Group, Inc.

Healthcare
43
New
$5.88 - $7.69 $253 - $331
43 $0
Mind Technology Inc
1K
New
N/A
1K $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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