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
CTKB
Cytek Biosciences, Inc.

Healthcare
317
New
$2.42 - $3.99 $767 - $1.26K
317 $1K
CSTM
Constellium Se

Basic Materials
143
New
$7.7 - $13.96 $1.1K - $2K
143 $1K
CYRX
Cryoport, Inc.

Industrials
153
New
$4.95 - $7.46 $757 - $1.14K
153 $1K
CVGW
Calavo Growers Inc

Consumer Defensive
69
New
$22.74 - $28.18 $1.57K - $1.94K
69 $1K
ASND
Ascendis Pharma A/S

Healthcare
10
New
$137.41 - $179.1 $1.37K - $1.79K
10 $1K
UAN
Cvr Partners, LP

Basic Materials
15
New
$65.32 - $90.69 $980 - $1.36K
15 $1K
DHT
Dht Holdings, Inc.

Energy
137
New
$9.45 - $12.15 $1.29K - $1.66K
137 $1K
WRE
Washington Real Estate Investment Trust
97
New
N/A
97 $1K
CIVB
Civista Bancshares, Inc.

Financial Services
80
New
$18.44 - $23.76 $1.48K - $1.9K
80 $1K
BLFS
Biolife Solutions Inc

Healthcare
79
New
$20.64 - $25.27 $1.63K - $2K
79 $1K
ENTA
Enanta Pharmaceuticals Inc

Healthcare
228
New
$4.26 - $7.95 $971 - $1.81K
228 $1K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
415
New
$2.6 - $4.33 $1.08K - $1.8K
415 $1K
BANR
Banner Corp

Financial Services
28
New
$56.51 - $65.42 $1.58K - $1.83K
28 $1K
ETNB
89bio, Inc.

Healthcare
109
New
$4.83 - $10.57 $526 - $1.15K
109 $1K
EGHT
8 X8 Inc

Technology
578
New
$1.58 - $2.07 $913 - $1.2K
578 $1K
DSGR
Distribution Solutions Group, Inc.

Industrials
70
New
$24.17 - $28.6 $1.69K - $2K
70 $1K
CARE
Carter Bankshares, Inc.

Financial Services
63
New
$13.86 - $17.55 $873 - $1.11K
63 $1K
DOLE
Dole PLC

Consumer Defensive
72
New
$13.31 - $15.19 $958 - $1.09K
72 $1K
SB
Safe Bulkers, Inc.

Industrials
103
New
$3.05 - $3.88 $314 - $400
103 $0
Resolute Hldgs Mgmt Inc
4
New
N/A
4 $0
Sailpoint Inc
70
New
N/A
70 $0
SACH
Sachem Capital Corp.

Real Estate
104
New
$0.85 - $1.23 $88.4 - $128
104 $0
BLFY
Blue Foundry Bancorp

Financial Services
9
New
$8.56 - $10.2 $77 - $91.8
9 $0
RWAY
Runway Growth Finance Corp.

Financial Services
65
New
$8.64 - $10.73 $562 - $697
65 $0
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
0
New
$13.05 - $14.45 $0 - $0
0 $0
RMT
Royce Micro Cap Trust, Inc.

Financial Services
100
New
$7.35 - $9.25 $735 - $925
100 $0
Rezolve Ai PLC
1K
New
N/A
1K $0
RGCO
Rgc Resources Inc

Utilities
3
New
$20.27 - $22.92 $60.8 - $68.8
3 $0
Roundhill ETF Trust
1.36K
New
N/A
1.36K $0
Rocket Lab Corp
12.7K
New
N/A
12.7K $0
BRFS
Brf S.A.

Consumer Defensive
34
New
$3.11 - $4.0 $106 - $136
34 $0
Robin Energy LTD
2
New
N/A
2 $0
BME
Black Rock Health Sciences Trust

Financial Services
5
New
$34.86 - $38.42 $174 - $192
5 $0
Roundhill ETF Trust
3.01K
New
N/A
3.01K $0
Bkv Corp
75
New
N/A
75 $0
SPNS
Sapiens International Corp N V

Technology
4
New
$23.92 - $30.03 $95.7 - $120
4 $0
Sify Technologies LTD
29
New
N/A
29 $0
BRY
Berry Corp (Bry)

Energy
208
New
$2.17 - $3.3 $451 - $686
208 $0
BHLB
Berkshire Hills Bancorp Inc

Financial Services
10
New
$22.9 - $26.78 $229 - $268
10 $0
Simplify Exchange Traded Fun
523
New
N/A
523 $0
BELFB
Bel Fuse Inc.

Technology
7
New
$60.82 - $97.69 $426 - $684
7 $0
SLP
Simulations Plus, Inc.

Healthcare
3
New
$16.86 - $35.88 $50.6 - $108
3 $0
SKYHWS
Sky Harbour Group Corp Wt Exp
17.5K
New
N/A
17.5K $0
BCBP
Bcb Bancorp Inc

Financial Services
91
New
$7.7 - $9.91 $701 - $902
91 $0
SNBR
Sleep Number Corp

Consumer Cyclical
126
New
$4.71 - $11.38 $593 - $1.43K
126 $0
SIBN
Si Bone, Inc.

Healthcare
3
New
$13.05 - $19.71 $39.2 - $59.1
3 $0
SEVN
Seven Hills Realty Trust

Real Estate
3
New
$10.89 - $13.0 $32.7 - $39
3 $0
Bit Mining Limited
100
New
N/A
100 $0
Scilex Holding CO
13
New
N/A
13 $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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