Allworth Financial LP Reduced Holdings in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SSB
South State Corp

Financial Services
-15
- 1.64%
$89.4 - $108.33 $1.34K - $1.62K
897 $83K
SU
Suncor Energy Inc

Energy
-333
- 17.53%
$34.27 - $40.63 $11.4K - $13.5K
1.57K $60K
LPI
Laredo Petroleum, Inc.

Energy
-151
- 58.53%
N/A
107 $5K
WIX
Wix.Com Ltd.

Technology
-12
- 11.88%
$163.38 - $246.76 $1.96K - $2.96K
89 $14K
CWST
Casella Waste Systems Inc

Industrials
-109
- 9.51%
$104.2 - $115.86 $11.4K - $12.6K
1.04K $115K
CHWY
Chewy, Inc.

Consumer Cyclical
-126
- 6.63%
$31.83 - $39.8 $4.01K - $5.01K
1.77K $57K
FWRD
Forward Air Corp

Industrials
-47
- 9.49%
$17.41 - $34.85 $818 - $1.64K
448 $9K
GOOD
Gladstone Commercial Corp

Real Estate
-325
- 37.36%
$14.73 - $16.42 $4.79K - $5.34K
545 $8K
HI
Hillenbrand, Inc.

Industrials
-134
- 39.3%
$24.14 - $35.33 $3.23K - $4.73K
207 $4K
PODD
Insulet Corp

Healthcare
-24
- 6.65%
$237.06 - $288.29 $5.69K - $6.92K
337 $88K
ICLN
Ishares

ETFs
-491
- 15.85%
$10.94 - $11.86 $5.37K - $5.82K
2.61K $29K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-136
- 34.69%
$58.04 - $65.84 $7.89K - $8.95K
256 $16K
MIDD
Middleby Corp

Industrials
-55
- 41.67%
$133.93 - $172.89 $7.37K - $9.51K
77 $11K
NRC
National Research Corp

Healthcare
-346
- 97.46%
$12.8 - $18.73 $4.43K - $6.48K
9 $0
POOL
Pool Corp

Industrials
-13
- 14.61%
$314.92 - $364.31 $4.09K - $4.74K
76 $24K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-203
- 66.78%
$23.24 - $28.11 $4.72K - $5.71K
101 $2K
SKYW
Skywest Inc

Industrials
-49
- 42.61%
$81.46 - $120.92 $3.99K - $5.93K
66 $5K
SNAP
Snap Inc

Communication Services
-273
- 13.49%
$8.37 - $12.57 $2.29K - $3.43K
1.75K $15K
THO
Thor Industries Inc

Consumer Cyclical
-4
- 1.28%
$75.81 - $105.39 $303 - $422
308 $23K
WAL
Western Alliance Bancorporation

Financial Services
-47
- 11.72%
$72.65 - $94.0 $3.41K - $4.42K
354 $27K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-89
- 13.4%
$31.92 - $38.83 $2.84K - $3.46K
575 $19K
AFL
Aflac Inc

Financial Services
-2.23K
- 7.09%
$100.99 - $111.19 $225K - $248K
29.2K $3.24M
AMSC
American Superconductor Corp

Industrials
-15
- 2.29%
$17.54 - $34.82 $263 - $522
639 $11K
ATEX
Anterix Inc.

Communication Services
-164
- 86.32%
$27.73 - $41.99 $4.55K - $6.89K
26 $0
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
-150
- 10.32%
$19.31 - $23.25 $2.9K - $3.49K
1.3K $25K
ALV
Autoliv Inc

Consumer Cyclical
-49
- 49.49%
$87.68 - $102.7 $4.3K - $5.03K
50 $4K
BORR
Borr Drilling LTD

Energy
-266
- 11.32%
$2.13 - $4.06 $567 - $1.08K
2.08K $4K
PPTY
ETF Ser Solutions

ETFs
-99
- 6.24%
$30.67 - $33.06 $3.04K - $3.27K
1.49K $46K
FXG
First Tr Exchange Traded First

ETFs
-78
- 39.0%
$62.56 - $65.85 $4.88K - $5.14K
122 $7K
HLMN
Hillman Solutions Corp.

Industrials
-379
- 25.42%
$8.69 - $10.5 $3.29K - $3.98K
1.11K $9K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-41
- 1.9%
$46.03 - $49.45 $1.89K - $2.03K
2.12K $98K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-117
- 55.98%
$37.4 - $39.42 $4.38K - $4.61K
92 $3K
IART
Integra Lifesciences Holdings Corp

Healthcare
-221
- 70.61%
$21.13 - $26.55 $4.67K - $5.87K
92 $2K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-124
- 5.18%
$36.63 - $37.45 $4.54K - $4.64K
2.27K $83K
QDEL
Quidel Ortho Corp

Healthcare
-108
- 70.13%
$34.78 - $47.61 $3.76K - $5.14K
46 $1K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-261
- 7.11%
$30.35 - $33.16 $7.92K - $8.65K
3.41K $108K
UHT
Universal Health Realty Income Trust

Real Estate
-144
- 35.56%
$35.13 - $42.02 $5.06K - $6.05K
261 $10K
UPST
Upstart Holdings, Inc.

Financial Services
-26
- 13.07%
$46.03 - $88.77 $1.2K - $2.31K
173 $7K
SHYD
Vaneck Short High Yield Muni E

ETFs
-221
- 12.02%
$22.46 - $22.9 $4.96K - $5.06K
1.62K $36K
VIR
Vir Biotechnology, Inc.

Healthcare
-267
- 6.83%
$6.48 - $12.48 $1.73K - $3.33K
3.64K $23K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-54
- 15.79%
$104.87 - $112.53 $5.66K - $6.08K
288 $31K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-13
- 2.43%
$92.51 - $102.81 $1.2K - $1.34K
523 $48K
AVES
American Centy ETF Tr Avantis

ETFs
-98
- 9.53%
$44.71 - $48.65 $4.38K - $4.77K
930 $43K
AM
Antero Midstream Corp

Energy
-1.25K
- 19.76%
$15.47 - $18.04 $19.3K - $22.5K
5.06K $91K
ABR
Arbor Realty Trust Inc

Real Estate
-74
- 4.85%
$11.68 - $13.98 $864 - $1.03K
1.45K $17K
BMI
Badger Meter Inc

Technology
-6
- 3.77%
$189.49 - $221.51 $1.14K - $1.33K
153 $29K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-44
- 3.84%
$65.4 - $79.39 $2.88K - $3.49K
1.1K $82K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-401
- 6.82%
$10.55 - $11.13 $4.23K - $4.46K
5.48K $58K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-187
- 30.76%
$8.92 - $11.7 $1.67K - $2.19K
421 $3K
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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