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
BSIG
Bright Sphere Investment Group Inc.

Financial Services
-8
- 6.2%
$24.04 - $25.84 $192 - $207
121 $3K
Alerus Finl Corp
-67
- 38.07%
N/A
109 $0
Allbirds Inc
-9.34K
- 99.71%
N/A
27 $0
ALLO
Allogene Therapeutics, Inc.

Healthcare
-63
- 15.63%
$1.4 - $2.84 $88.2 - $179
340 $0
Amc Entmt Hldgs Inc
-5
- 2.48%
N/A
197 $0
ANDE
Andersons, Inc.

Consumer Defensive
-7
- 8.33%
$40.06 - $47.81 $280 - $335
77 $3K
Aptiv PLC
-171
- 45.72%
N/A
203 $0
Arm Holdings PLC
-344
- 33.63%
N/A
679 $0
Armour Residential Reit Inc
-133
- 10.62%
N/A
1.12K $0
AMEH
Apollo Medical Holdings, Inc.

Healthcare
-2
- 22.22%
N/A
7 $0
Atlassian Corporation
-7
- 0.45%
N/A
1.54K $0
BLDP
Ballard Power Systems Inc.

Industrials
-200
- 88.89%
$1.1 - $1.99 $220 - $398
25 $0
LCTD
Blackrock ETF World Ex Us Carb
-3
- 42.86%
N/A
4 $0
Blackrock ETF Trust Ii
-37
- 5.03%
N/A
698 $0
Blackrock Inc
-118
- 4.76%
N/A
2.36K $0
Blacksky Technology Inc
-208
- 9.96%
N/A
1.88K $0
BPT
Bp Prudhoe Bay Royalty Trust

Energy
-150
- 38.17%
$0.46 - $0.77 $69 - $116
243 $0
BAK
Braskem Sa

Basic Materials
-13
- 12.62%
$3.48 - $5.04 $45.2 - $65.5
90 $0
Brookfield Infrastructure CO
-63
- 4.77%
N/A
1.26K $0
Brookfield Renewable Corp
-171
- 25.48%
N/A
500 $0
BFA
Brown Forman Corp Cl A
-3.89K
- 96.69%
N/A
133 $0
Calamos ETF Tr
-1.93K
- 89.89%
N/A
217 $0
Calamos ETF Tr
-1.75K
- 12.89%
N/A
11.8K $0
CALX
Calix, Inc

Technology
-4
- 1.75%
$29.4 - $42.17 $118 - $169
225 $7K
CGSD
Capital Grp Core Plus Income E
-6.06K
- 37.91%
N/A
9.92K $0
Cara Therapeutics Inc
-40
- 67.8%
N/A
19 $0
CTRE
Care Trust Reit, Inc.

Real Estate
-12
- 6.19%
$24.93 - $29.13 $299 - $350
182 $5K
CASS
Cass Information Systems Inc

Industrials
-9
- 13.43%
$38.87 - $45.08 $350 - $406
58 $2K
CBZ
Cbiz, Inc.

Industrials
-4
- 44.44%
$68.46 - $88.65 $274 - $355
5 $0
Celestica Inc
-112
- 35.33%
N/A
205 $0
CMTG
Claros Mortgage Trust, Inc.

Real Estate
-10
- 2.65%
$2.21 - $4.48 $22.1 - $44.8
367 $1K
CNA
Cna Financial Corp

Financial Services
-18
- 4.43%
$45.86 - $51.0 $825 - $918
388 $19K
Cooper Cos Inc
-312
- 30.77%
N/A
702 $0
Core Laboratories Inc
-415
- 55.48%
N/A
333 $0
Corpay Inc
-313
- 64.27%
N/A
174 $0
CRH.L
Crh PLC

Basic Materials
-768
- 12.71%
N/A
5.28K $0
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
-4
- 44.44%
$32.3 - $53.15 $129 - $213
5 $0
Curbline Pptys Corp
-58
- 48.33%
N/A
62 $0
DVA
Davita Inc.

Healthcare
-3
- 2.36%
$140.0 - $177.35 $420 - $532
124 $18K
DENN
Denny'S Corp

Consumer Cyclical
-40
- 54.79%
$3.67 - $7.04 $147 - $282
33 $0
Dimensional ETF Trust
-2.55K
- 13.77%
N/A
15.9K $0
DIN
Dine Brands Global, Inc.

Consumer Cyclical
-19
- 57.58%
$23.27 - $31.93 $442 - $607
14 $0
EPPRC
El Paso Enr Cp Tsti 4.75%
-350
- 47.75%
N/A
383 $0
HSC
Harsco Corp

Industrials
-90
- 72.0%
N/A
35 $0
EQC
Equity Commonwealth

Real Estate
-90
- 9.57%
$1.59 - $1.86 $143 - $167
850 $1K
ERIE
Erie Indemnity CO

Financial Services
-2
- 2.38%
$377.62 - $450.61 $755 - $901
82 $34K
Ess Tech Inc
-15
- 8.29%
N/A
166 $0
Everus Constr Group
-8
- 3.24%
N/A
239 $0
FMNB
Farmers National Banc Corp

Financial Services
-19
- 15.45%
$12.8 - $14.51 $243 - $276
104 $1K
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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