Allworth Financial LP New Holdings in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Monopar Therapeutics Inc
100
New
N/A
100 $0
PRG
Prog Holdings, Inc.

Industrials
23
New
$25.94 - $43.82 $597 - $1.01K
23 $0
NRDS
Nerdwallet, Inc.

Financial Services
29
New
$8.77 - $15.15 $254 - $439
29 $0
PWFL
Power Fleet, Inc.

Technology
93
New
N/A
93 $0
Nb Bancorp Inc
31
New
N/A
31 $0
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
13
New
$35.54 - $49.81 $462 - $648
13 $0
Praxis Precision Medicines I
6
New
N/A
6 $0
MEG
Montrose Environmental Group, Inc.

Industrials
19
New
$14.26 - $24.01 $271 - $456
19 $0
NEXT
Next Decade Corp.

Energy
19
New
$6.75 - $9.43 $128 - $179
19 $0
Niocorp Devs LTD
10
New
N/A
10 $0
Pagaya Technologies LTD
97
New
N/A
97 $0
Outfront Media Inc
535
New
N/A
535 $0
PAY
Paymentus Holdings, Inc.

Technology
8
New
$24.68 - $35.0 $197 - $280
8 $0
Ouster Inc
62
New
N/A
62 $0
ORGO
Organogenesis Holdings Inc.

Healthcare
228
New
$2.89 - $6.21 $659 - $1.42K
228 $0
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
4
New
$51.6 - $53.93 $206 - $216
4 $0
OOMA
Ooma Inc

Communication Services
42
New
$12.9 - $15.47 $542 - $650
42 $0
Onestream Inc
913
New
N/A
913 $0
Oatly Group Ab
111
New
N/A
111 $0
LDUR
Pimco Enhanced Low Duration Ac

ETFs
5
New
$94.87 - $96.11 $474 - $481
5 $0
Pimco ETF Tr
5.71K
New
N/A
5.71K $0
NUVL
Nuvalent, Inc.

Healthcare
5
New
$67.38 - $88.96 $337 - $445
5 $0
Organigram Hldgs Inc
50
New
N/A
50 $0
Organovo Hldgs Inc
208
New
N/A
208 $0
Xwell Inc
15
New
N/A
15 $0
Tidal Tr Ii
31
New
N/A
31 $0
TCBX
Third Coast Bancshares, Inc.

Financial Services
12
New
$30.91 - $38.43 $371 - $461
12 $0
Texas Cap Tex Equity Index E
300
New
N/A
300 $0
TTI
Tetra Technologies Inc

Energy
145
New
$3.25 - $4.98 $471 - $722
145 $0
TERN
Terns Pharmaceuticals, Inc.

Healthcare
85
New
$2.76 - $5.79 $235 - $492
85 $0
Tempus Ai Inc
9
New
N/A
9 $0
Techtarget Inc
94
New
N/A
94 $0
Qxo Inc
66
New
N/A
66 $0
Standardaero Inc
32
New
N/A
32 $0
SWTX
Spring Works Therapeutics, Inc.

Healthcare
11
New
$32.5 - $59.93 $358 - $659
11 $0
Spinnaker ETF Series
163
New
N/A
163 $0
BLBD
Blue Bird Corp

Consumer Cyclical
4
New
$32.37 - $42.39 $129 - $170
4 $0
MCG
Membership Collective Group Inc.

Consumer Cyclical
22
New
N/A
22 $0
TRNS
Transcat Inc

Industrials
12
New
$69.07 - $108.26 $829 - $1.3K
12 $0
TRVI
Trevi Therapeutics, Inc.

Healthcare
20
New
$3.66 - $6.81 $73.2 - $136
20 $0
Workhorse Group Inc
11
New
N/A
11 $0
WOW
Wide Open West, Inc.

Communication Services
29
New
$4.13 - $5.13 $120 - $149
29 $0
Webtoon Entmt Inc
28
New
N/A
28 $0
Waystar Hldg Corp
8
New
N/A
8 $0
SEAT
Vivid Seats Inc.

Communication Services
48
New
$2.68 - $4.85 $129 - $233
48 $0
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
33
New
$13.48 - $20.91 $445 - $690
33 $0
Viking Holdings LTD
152
New
N/A
152 $0
Victory Portfolios Ii
129
New
N/A
129 $0
DSP
Viant Technology Inc.

Technology
16
New
$11.74 - $25.95 $188 - $415
16 $0
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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