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
PBD
Invesco ETF Tr Ii Global Clean

ETFs
200
New
$9.21 - $12.6 $1.84K - $2.52K
200 $2K
OSPN
One Span Inc.

Technology
136
New
$13.57 - $16.81 $1.85K - $2.29K
136 $2K
VLGEA
Village Super Market Inc

Consumer Defensive
52
New
$34.78 - $40.13 $1.81K - $2.09K
52 $2K
VERA
Vera Therapeutics, Inc.

Healthcare
106
New
$18.86 - $32.0 $2K - $3.39K
106 $2K
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
482
New
$3.7 - $5.33 $1.78K - $2.57K
482 $2K
MBLY
Mobileye Global Inc.
151
New
$11.77 - $18.44 $1.78K - $2.78K
151 $2K
KELYA
Kelly Services Inc

Industrials
175
New
$11.05 - $13.28 $1.93K - $2.32K
175 $2K
TWI
Titan International Inc

Industrials
258
New
$6.27 - $10.43 $1.62K - $2.69K
258 $2K
EPM
Evolution Petroleum Corp

Energy
600
New
$4.07 - $5.19 $2.44K - $3.11K
600 $2K
CVAC
Cure Vac N.V.

Healthcare
433
New
$2.59 - $5.6 $1.12K - $2.42K
433 $2K
COMM
Comm Scope Holding Company, Inc.

Technology
336
New
$3.02 - $8.28 $1.01K - $2.78K
336 $2K
OXSQ
Oxford Square Capital Corp.

Financial Services
1.33K
New
$2.18 - $2.64 $2.91K - $3.52K
1.33K $2K
CLW
Clearwater Paper Corp

Basic Materials
75
New
$23.84 - $30.3 $1.79K - $2.27K
75 $2K
MLTX
Moon Lake Immunotherapeutics

Healthcare
50
New
$32.84 - $51.05 $1.64K - $2.55K
50 $2K
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
75
New
$17.19 - $21.23 $1.29K - $1.59K
75 $1K
NUVB
Nuvation Bio Inc.

Healthcare
716
New
$1.66 - $2.53 $1.19K - $1.81K
716 $1K
TU
Telus Corp

Communication Services
120
New
$13.82 - $16.49 $1.66K - $1.98K
120 $1K
CDXC
Chroma Dex Corp.

Healthcare
256
New
$5.42 - $7.08 $1.39K - $1.81K
256 $1K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
49
New
$21.88 - $31.06 $1.07K - $1.52K
49 $1K
STNE
Stone Co Ltd.

Technology
82
New
$10.43 - $16.04 $855 - $1.32K
82 $1K
RCMT
Rcm Technologies, Inc.

Industrials
60
New
$15.15 - $23.57 $909 - $1.41K
60 $1K
RNGR
Ranger Energy Services, Inc.

Energy
100
New
$10.65 - $14.48 $1.07K - $1.45K
100 $1K
FLNC
Fluence Energy, Inc.

Utilities
267
New
$3.61 - $6.71 $964 - $1.79K
267 $1K
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
50
New
$36.25 - $44.99 $1.81K - $2.25K
50 $1K
QCRH
Qcr Holdings Inc

Financial Services
19
New
$63.6 - $71.9 $1.21K - $1.37K
19 $1K
NECB
North East Community Bancorp, Inc.

Financial Services
46
New
$20.74 - $24.08 $954 - $1.11K
46 $1K
SFYF
Sofi Social 50 ETF

ETFs
27
New
$33.98 - $46.81 $917 - $1.26K
27 $1K
LPRO
Open Lending Corp

Financial Services
817
New
$0.83 - $2.27 $678 - $1.85K
817 $1K
HY
Hyster Yale Materials Handling, Inc.

Industrials
50
New
$36.24 - $43.32 $1.81K - $2.17K
50 $1K
IBEX
Ibex LTD

Technology
65
New
$22.5 - $30.55 $1.46K - $1.99K
65 $1K
IDR
Idaho Strategic Resources, Inc.

Basic Materials
127
New
$12.43 - $18.91 $1.58K - $2.4K
127 $1K
TH
Target Hospitality Corp.

Industrials
254
New
$6.25 - $7.6 $1.59K - $1.93K
254 $1K
WSBF
Waterstone Financial, Inc.

Financial Services
80
New
$11.86 - $13.94 $949 - $1.12K
80 $1K
BSRR
Sierra Bancorp

Financial Services
42
New
$24.33 - $29.69 $1.02K - $1.25K
42 $1K
PSIX
Power Solutions International, Inc.

Industrials
30
New
$18.7 - $68.01 $561 - $2.04K
30 $1K
SVM
Silvercorp Metals Inc

Basic Materials
453
New
$3.22 - $4.43 $1.46K - $2.01K
453 $1K
HPP
Hudson Pacific Properties, Inc.

Real Estate
476
New
$1.86 - $3.08 $885 - $1.47K
476 $1K
SMRT
Smart Rent, Inc.

Technology
1.35K
New
$0.72 - $1.15 $968 - $1.55K
1.35K $1K
LXFR
Luxfer Holdings PLC

Industrials
129
New
$9.58 - $12.45 $1.24K - $1.61K
129 $1K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
200
New
$7.12 - $7.84 $1.42K - $1.57K
200 $1K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
43
New
$21.71 - $31.51 $934 - $1.35K
43 $1K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
486
New
$3.55 - $4.0 $1.73K - $1.94K
486 $1K
HPK
High Peak Energy, Inc.

Energy
177
New
$7.94 - $12.97 $1.41K - $2.3K
177 $1K
SFST
Southern First Bancshares Inc

Financial Services
35
New
$30.61 - $38.65 $1.07K - $1.35K
35 $1K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
48
New
$17.41 - $22.89 $836 - $1.1K
48 $1K
HBCP
Home Bancorp, Inc.

Financial Services
37
New
$41.61 - $52.3 $1.54K - $1.94K
37 $1K
PRCH
Porch Group, Inc.

Technology
147
New
$4.66 - $11.94 $685 - $1.76K
147 $1K
ANIP
Ani Pharmaceuticals Inc

Healthcare
22
New
$57.79 - $72.95 $1.27K - $1.6K
22 $1K
CERS
Cerus Corp

Healthcare
838
New
$1.22 - $1.51 $1.02K - $1.27K
838 $1K
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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