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
JXN
Jackson Financial Inc.

Financial Services
-4
- 20.0%
$79.36 - $97.88 $317 - $392
16 $1K
Jacobs Solutions Inc
-255
- 3.37%
N/A
7.3K $0
KALU
Kaiser Aluminum Corp

Basic Materials
-6
- 23.08%
$60.62 - $74.84 $364 - $449
20 $1K
Kazia Therapeutics LTD
-7
- 87.5%
N/A
1 $0
Kenvue Inc
-10K
- 26.31%
N/A
28.1K $0
KE
Kimball Electronics, Inc.

Industrials
-6
- 42.86%
$16.11 - $19.51 $96.7 - $117
8 $0
KGC
Kinross Gold Corp

Basic Materials
-13
- 22.41%
$9.69 - $12.61 $126 - $164
45 $0
Liberty Global LTD
-18
- 2.28%
N/A
773 $0
Liberty Media Corp Del
-4
- 2.09%
N/A
187 $0
Luminar Technologies Inc
-500
- 99.8%
N/A
1 $0
MKL
Markel Corp

Financial Services
-10
- 7.69%
$1660.14 - $2059.83 $16.6K - $20.6K
120 $224K
MQ
Marqeta, Inc.

Technology
-174
- 5.29%
$3.51 - $4.57 $611 - $795
3.12K $12K
MGEE
Mge Energy Inc

Utilities
-2
- 3.23%
$85.7 - $94.18 $171 - $188
60 $5K
NHI
National Health Investors Inc

Real Estate
-34
- 6.38%
$65.79 - $76.06 $2.24K - $2.59K
499 $36K
Natwest Group PLC
-51
- 5.71%
N/A
842 $0
NAVI
Navient Corp

Financial Services
-51
- 35.42%
$12.63 - $14.66 $644 - $748
93 $1K
Ncr Atleos Corporation
-27
- 6.11%
N/A
415 $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-316
- 9.76%
N/A
2.92K $0
Net Lease Office Properties
-75
- 3.63%
N/A
1.99K $0
New York Mtg Tr Inc
-136
- 13.79%
N/A
850 $0
NYT
New York Times CO

Communication Services
-3
- 1.46%
$46.9 - $55.89 $141 - $168
202 $10K
NMR
Nomura Holdings Inc

Financial Services
-91
- 7.66%
$5.56 - $6.98 $506 - $635
1.1K $6K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
-11
- 6.83%
$6.22 - $8.25 $68.4 - $90.8
150 $1K
OSBC
Old Second Bancorp Inc

Financial Services
-2
- 18.18%
$16.18 - $19.4 $32.4 - $38.8
9 $0
OLP
One Liberty Properties Inc

Real Estate
-29
- 26.85%
$25.14 - $27.51 $729 - $798
79 $2K
TRFK
Pacer Fds Tr
-644
- 30.19%
N/A
1.49K $0
PAGS
Pag Seguro Digital Ltd.

Technology
-36
- 75.0%
$6.27 - $8.52 $226 - $307
12 $0
PRGO
Perrigo CO PLC

Healthcare
-10
- 7.94%
$23.5 - $29.47 $235 - $295
116 $3K
PLL
Piedmont Lithium Inc.

Basic Materials
-1
- 16.67%
$6.3 - $9.91 $6.3 - $9.91
5 $0
Proshares Tr
-3
- 75.0%
N/A
1 $0
Proshares Tr
-3
- 75.0%
N/A
1 $0
Reddit Inc
-19
- 8.88%
N/A
195 $0
RDFN
Redfin Corp

Real Estate
-113
- 48.5%
$5.82 - $11.39 $658 - $1.29K
120 $1K
RYAAY
Ryanair Holdings PLC

Industrials
-13
- 9.7%
$41.54 - $50.08 $540 - $651
121 $5K
SANA
Sana Biotechnology, Inc.

Healthcare
-103
- 32.91%
$1.65 - $4.3 $170 - $443
210 $0
SVC
Service Properties Trust

Real Estate
-151
- 13.94%
$2.38 - $2.99 $359 - $451
932 $2K
Sila Realty Trust Inc
-7.66K
- 19.23%
N/A
32.2K $0
Siriusxm Holdings Inc
-304
- 12.72%
N/A
2.09K $0
Six Flags Entertainment Corp
-6
- 4.8%
N/A
119 $0
South Bow Corp
-100
- 31.35%
N/A
219 $0
JOE
St Joe CO

Real Estate
-4
- 13.33%
$43.61 - $49.45 $174 - $198
26 $1K
Sunrise Communications Ag
-1
- 0.86%
N/A
115 $0
Super Micro Computer Inc
-31
- 0.09%
N/A
32.9K $0
SYM
Symbotic Inc.

Financial Services
-9
- 13.85%
$20.16 - $33.5 $181 - $302
56 $1K
THYF
T Rowe Price Exchange Traded F
-983
- 4.87%
N/A
19.2K $0
Talen Energy Corp
-25
- 13.59%
N/A
159 $0
Te Connectivity PLC
-3
- 0.21%
N/A
1.44K $0
Teekay Corporation LTD
-154
- 50.0%
N/A
154 $0
TEF
Telefonica S A

Communication Services
-126
- 12.34%
$3.89 - $4.73 $490 - $596
895 $4K
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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