Allworth Financial LP Reduced Holdings in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SATS
Echo Star Corp

Technology
-27
- 5.08%
$15.99 - $28.81 $432 - $778
505 $13K
Fidelity Wise Origin Bitcoin
-453
- 4.44%
N/A
9.75K $0
Fidelity Covington Trust
-1.54K
- 27.47%
N/A
4.08K $0
XPRO
Expro Group Holdings N.V.

Energy
-35
- 41.18%
$6.91 - $10.01 $242 - $350
50 $0
EVEX
Eve Holding, Inc.

Industrials
-36
- 76.6%
$3.19 - $6.86 $115 - $247
11 $0
ENVX
Enovix Corp

Industrials
-99
- 27.89%
$5.46 - $10.53 $541 - $1.04K
256 $2K
KYMR
Kymera Therapeutics, Inc.

Healthcare
-14
- 26.92%
$21.05 - $48.6 $295 - $680
38 $1K
KLIC
Kulicke & Soffa Industries Inc

Technology
-13
- 3.04%
$27.65 - $35.38 $359 - $460
414 $14K
ERII
Energy Recovery, Inc.

Industrials
-6
- 54.55%
$11.37 - $15.97 $68.2 - $95.8
5 $0
IYM
Ishares Tr

ETFs
-14
- 3.23%
$116.16 - $140.01 $1.63K - $1.96K
420 $58K
GDS
Gds Holdings LTD

Technology
-23
- 32.86%
$17.68 - $30.57 $407 - $703
47 $1K
CLVT
Clarivate PLC

Technology
-95
- 8.66%
$3.1 - $4.5 $295 - $428
1K $4K
CNS
Cohen & Steers, Inc.

Financial Services
-5
- 22.73%
$70.24 - $83.51 $351 - $418
17 $1K
Grayscale Bitcoin Mini Tr Et
-161
- 18.83%
N/A
694 $0
TRFK
Pacer Fds Tr
-36
- 2.42%
N/A
1.45K $0
Dimensional ETF Trust
-1.98K
- 12.44%
N/A
14K $0
GEF
Greif, Inc

Consumer Cyclical
-18
- 13.95%
$49.01 - $66.46 $882 - $1.2K
111 $7K
Columbia ETF Tr I
-214
- 1.01%
N/A
21K $0
GNTY
Guaranty Bancshares Inc

Financial Services
-14
- 66.67%
$37.41 - $43.28 $524 - $606
7 $0
CFLT
Confluent, Inc.

Technology
-30
- 6.02%
$19.44 - $24.93 $583 - $748
468 $11K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
-50
- 76.92%
$3.99 - $4.93 $200 - $247
15 $0
GDRX
Good Rx Holdings, Inc.

Healthcare
-21
- 14.58%
$3.74 - $5.07 $78.5 - $106
123 $0
CERT
Certara, Inc.

Healthcare
-25
- 31.25%
$9.05 - $14.47 $226 - $362
55 $0
GCO
Genesco Inc

Consumer Cyclical
-8
- 88.89%
$17.2 - $24.22 $138 - $194
1 $0
Phinia Inc
-16
- 8.74%
N/A
167 $0
PWP
Perella Weinberg Partners

Financial Services
-40
- 95.24%
$15.45 - $19.88 $618 - $795
2 $0
GILT
Gilat Satellite Networks LTD

Technology
-6
- 13.64%
$5.47 - $7.09 $32.8 - $42.5
38 $0
PAYO
Payoneer Global Inc.

Technology
-111
- 42.53%
$5.9 - $7.55 $655 - $838
150 $1K
Fuelcell Energy Inc
-3
- 1.24%
N/A
239 $0
GES
Guess Inc

Consumer Cyclical
-46
- 11.47%
$8.66 - $12.46 $398 - $573
355 $4K
GOGO
Gogo Inc.

Communication Services
-27
- 61.36%
$6.62 - $14.79 $179 - $399
17 $0
Onestream Inc
-36
- 3.94%
N/A
877 $0
GNE
Genie Energy Ltd.

Utilities
-5
- 25.0%
$14.61 - $27.87 $73.1 - $139
15 $0
HURN
Huron Consulting Group Inc.

Industrials
-2
- 66.67%
$132.14 - $153.61 $264 - $307
1 $0
CRH.L
Crh PLC

Basic Materials
-2.89K
- 54.78%
N/A
2.39K $0
Dianthus Therapeutics Inc
-19
- 70.37%
N/A
8 $0
NVEE
Nv5 Global, Inc.

Industrials
-13
- 14.77%
$15.12 - $23.09 $197 - $300
75 $1K
IJAN
Innovator Etfs Tr Intl Dev Pwr
-452K
- 95.08%
N/A
23.4K $0
NMRK
Newmark Group, Inc.

Real Estate
-69
- 21.36%
$10.09 - $12.35 $696 - $852
254 $3K
OXYWS
Occidental Pete Corp Wt Exp 08
-101
- 3.11%
N/A
3.15K $0
CNMD
Conmed Corp

Healthcare
-4
- 30.77%
$47.66 - $60.73 $191 - $243
9 $0
HWC
Hancock Whitney Corp

Financial Services
-10
- 13.51%
$46.05 - $58.03 $461 - $580
64 $3K
Ibotta Inc
-10
- 10.64%
N/A
84 $0
HAIN
Hain Celestial Group Inc

Consumer Defensive
-173
- 98.86%
$1.45 - $4.16 $251 - $720
2 $0
Nb Bancorp Inc
-23
- 74.19%
N/A
8 $0
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-6
- 9.84%
$103.49 - $133.44 $621 - $801
55 $7K
Innovator Etfs Trust
-500
- 16.55%
N/A
2.52K $0
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-2.6K
- 5.51%
$26.18 - $30.91 $68.2K - $80.5K
44.6K $1.34M
KRC
Kilroy Realty Corp

Real Estate
-6
- 0.62%
$28.32 - $35.95 $170 - $216
958 $32K
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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