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
PBYI
Puma Biotechnology, Inc.

Healthcare
1
New
$2.74 - $3.72 $2.74 - $3.72
1 $0
PCYO
Pure Cycle Corp

Utilities
5
New
$9.86 - $11.0 $49.3 - $55
5 $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
2K
New
N/A
2K $0
BRT
Brt Apartments Corp.

Real Estate
2
New
$14.95 - $16.6 $29.9 - $33.2
2 $0
Brightspring Health Svcs Inc
3
New
N/A
3 $0
BWB
Bridgewater Bancshares Inc

Financial Services
58
New
$12.29 - $16.19 $713 - $939
58 $0
Briacell Therapeutics Corp
70
New
N/A
70 $0
QUAD
Quad/Graphics, Inc.

Industrials
149
New
$4.75 - $6.01 $708 - $895
149 $0
Brenmiller Energy LTD
20
New
N/A
20 $0
Bondbloxx ETF Trust
275
New
N/A
275 $0
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
23
New
$12.59 - $16.6 $290 - $382
23 $0
HAP
Vaneck ETF Tr Natural Resource

ETFs
0
New
$43.16 - $52.92 $0 - $0
0 $0
ANIK
Anika Therapeutics, Inc.

Healthcare
12
New
$10.58 - $15.05 $127 - $181
12 $0
Vanguard Instl Index Fd
717
New
N/A
717 $0
Venture Global Inc
4.02K
New
N/A
4.02K $0
VTYX
Ventyx Biosciences, Inc.

Healthcare
250
New
$0.84 - $2.65 $210 - $663
250 $0
AOMR
Angel Oak Mortgage, Inc.

Real Estate
27
New
$7.5 - $10.17 $203 - $275
27 $0
Verb Technology CO Inc
1
New
N/A
1 $0
Angel Oak Funds Trust
2.1K
New
N/A
2.1K $0
VMD
Viemed Healthcare, Inc.

Healthcare
27
New
$6.32 - $7.37 $171 - $199
27 $0
ATLO
Ames National Corp

Financial Services
8
New
$16.52 - $17.94 $132 - $144
8 $0
SMOT
Vaneck ETF Tr Morningstar Smid
316
New
N/A
316 $0
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
20
New
$18.65 - $19.82 $373 - $396
20 $0
ANNX
Annexon, Inc.

Healthcare
45
New
$1.38 - $2.73 $62.1 - $123
45 $0
HEAR
Turtle Beach Corp

Technology
65
New
N/A
65 $0
Tvardi Therapeutics Inc
19
New
N/A
19 $0
United Homes Group Inc
100
New
N/A
100 $0
AAOI
Applied Optoelectronics, Inc.

Technology
35
New
$10.05 - $27.77 $352 - $972
35 $0
UVE
Universal Insurance Holdings, Inc.

Financial Services
32
New
$21.25 - $28.47 $680 - $911
32 $0
Unusual Machs Inc
14.5K
New
N/A
14.5K $0
URGN
Uro Gen Pharma Ltd.

Healthcare
13
New
$3.9 - $15.46 $50.7 - $201
13 $0
UTMD
Utah Medical Products Inc

Healthcare
3
New
$51.75 - $57.36 $155 - $172
3 $0
Apogee Therapeutics Inc
55
New
N/A
55 $0
Anteris Technologies Global
2
New
N/A
2 $0
Viper Energy Inc
5.83K
New
N/A
5.83K $0
VIRC
Virco Mfg Corporation

Consumer Cyclical
37
New
$7.89 - $10.42 $292 - $386
37 $0
Virtus Convertible & Inc Fd
1.41K
New
N/A
1.41K $0
ACTG
Acacia Research Corp

Industrials
31
New
$2.84 - $3.89 $88 - $121
31 $0
AIR
Aar Corp

Industrials
3
New
$48.56 - $69.04 $146 - $207
3 $0
WEYS
Weyco Group Inc

Consumer Cyclical
1
New
$27.2 - $33.82 $27.2 - $33.8
1 $0
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
150
New
$2.51 - $4.79 $376 - $719
150 $0
22 Nd Centy Group Inc
2
New
N/A
2 $0
MAPS
Wm Technology, Inc.

Technology
50
New
$0.88 - $1.29 $44 - $64.5
50 $0
SRCE
1 St Source Corp

Financial Services
3
New
$53.28 - $62.88 $160 - $189
3 $0
YMAB
Y M Abs Therapeutics, Inc.

Healthcare
201
New
$3.64 - $5.35 $732 - $1.08K
201 $0
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
42
New
$1.04 - $1.63 $43.7 - $68.5
42 $0
KMPH
Kempharm, Inc

Healthcare
25
New
N/A
25 $0
ARAY
Accuray Inc

Healthcare
29
New
$1.22 - $1.82 $35.4 - $52.8
29 $0
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
30
New
$5.8 - $7.9 $174 - $237
30 $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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