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
BRP
Brp Group, Inc.

Financial Services
-4
- 11.43%
N/A
31 $1K
Thomson Reuters Corp
-22
- 5.2%
N/A
401 $0
THRY
Thryv Holdings, Inc.

Communication Services
-31
- 25.41%
$12.81 - $20.12 $397 - $624
91 $1K
TIPT
Tiptree Inc.

Financial Services
-6
- 25.0%
$18.78 - $24.99 $113 - $150
18 $0
TMCI
Treace Medical Concepts, Inc.

Healthcare
-21
- 63.64%
$7.3 - $10.54 $153 - $221
12 $0
DWAC
Digital World Acquisition Corp.

Financial Services
-287
- 8.48%
N/A
3.1K $0
Trust For Professional Manag
-6.12K
- 46.95%
N/A
6.91K $0
Trust For Professional Manag
-3.81K
- 24.49%
N/A
11.7K $0
Trust For Professional Manag
-5.91K
- 20.94%
N/A
22.3K $0
Trust For Professional Manag
-1K
- 15.48%
N/A
5.46K $0
UDMY
Udemy, Inc.

Consumer Defensive
-39
- 56.52%
$7.32 - $10.1 $285 - $394
30 $0
VSAT
Viasat Inc

Technology
-82
- 43.16%
$7.51 - $11.81 $616 - $968
108 $1K
Vitesse Energy Inc
-13
- 13.4%
N/A
84 $0
VYGR
Voyager Therapeutics, Inc.

Healthcare
-40
- 78.43%
$3.38 - $6.04 $135 - $242
11 $0
Wells Fargo CO New
-10
- 2.66%
N/A
366 $0
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-19
- 15.57%
$39.65 - $43.35 $753 - $824
103 $4K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1
- 0.83%
$47.4 - $50.24 $47.4 - $50.2
120 $5K
WOR
Worthington Industries Inc

Industrials
-2
- 5.71%
$38.95 - $51.6 $77.9 - $103
33 $1K
ZIMV
Zim Vie Inc.

Healthcare
-22
- 35.48%
$10.8 - $15.22 $238 - $335
40 $0
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-111
- 5.83%
$61.25 - $72.83 $6.8K - $8.08K
1.79K $126K
CCU
United Breweries CO Inc

Consumer Defensive
-1
- 0.67%
$11.22 - $15.62 $11.2 - $15.6
148 $2K
CRK
Comstock Resources Inc

Energy
-1
- 0.65%
$16.92 - $21.52 $16.9 - $21.5
153 $3K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-17
- 0.57%
$9.83 - $10.34 $167 - $176
2.94K $29K
ESE
Esco Technologies Inc

Technology
-1
- 1.47%
$128.92 - $169.65 $129 - $170
67 $10K
INVA
Innoviva, Inc.

Healthcare
-1
- 0.22%
$17.21 - $18.98 $17.2 - $19
448 $8K
LOGI
Logitech International S.A.

Technology
-5
- 0.57%
$81.64 - $105.06 $408 - $525
873 $73K
PARA
Paramount Global

Communication Services
-244
- 10.2%
$10.16 - $12.14 $2.48K - $2.96K
2.15K $25K
PDD
Pinduoduo Inc.

Consumer Cyclical
-27
- 12.98%
$94.68 - $131.34 $2.56K - $3.55K
181 $21K
PKX
Posco Holdings Inc.

Basic Materials
-21
- 4.3%
$39.82 - $55.32 $836 - $1.16K
467 $22K
XLB
Select Sector Spdr Fd Material

ETFs
-73
- 1.9%
$83.19 - $90.99 $6.07K - $6.64K
3.77K $324K
TGB
Taseko Mines LTD

Basic Materials
-130
- 2.38%
$1.83 - $2.52 $238 - $328
5.34K $11K
WDFC
Wd 40 CO

Basic Materials
-4
- 0.32%
$226.67 - $250.92 $907 - $1K
1.26K $307K
BKH
Black Hills Corp

Utilities
-25
- 1.27%
$55.74 - $61.86 $1.39K - $1.55K
1.94K $117K
CHT
Chunghwa Telecom CO LTD

Communication Services
-13
- 1.22%
$36.78 - $39.46 $478 - $513
1.05K $41K
DISV
Dimensional ETF Tr Dimensional

ETFs
-2.49K
- 8.48%
$26.09 - $30.21 $64.8K - $75.1K
26.8K $780K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
-29
- 0.97%
$6.98 - $8.49 $202 - $246
2.96K $23K
PRI
Primerica, Inc.

Financial Services
-8
- 2.42%
$271.41 - $296.43 $2.17K - $2.37K
323 $91K
TME
Tencent Music Entertainment Group

Communication Services
-115
- 11.9%
$10.28 - $15.09 $1.18K - $1.74K
851 $12K
TGTX
Tg Therapeutics, Inc.

Healthcare
-149
- 19.66%
$27.67 - $42.99 $4.12K - $6.41K
609 $24K
WVVI
Willamette Valley Vineyards Inc

Consumer Defensive
-20
- 2.23%
$3.37 - $6.3 $67.4 - $126
877 $5K
WWD
Woodward, Inc.

Industrials
-20
- 5.35%
$171.38 - $195.22 $3.43K - $3.9K
354 $64K
SE
Sea LTD

Consumer Cyclical
-58
- 14.01%
$104.87 - $146.31 $6.08K - $8.49K
356 $46K
UDR
Udr, Inc.

Real Estate
-3
- 0.16%
$40.09 - $46.04 $120 - $138
1.82K $82K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-5
- 0.15%
$110.75 - $119.78 $554 - $599
3.25K $375K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-139
- 1.56%
$3.88 - $4.37 $539 - $607
8.8K $38K
NET
Cloudflare, Inc.

Technology
-73
- 2.56%
$110.71 - $176.5 $8.08K - $12.9K
2.78K $313K
IRT
Independence Realty Trust, Inc.

Real Estate
-7
- 0.16%
$18.23 - $21.8 $128 - $153
4.31K $91K
BCS
Barclays PLC

Financial Services
-393
- 6.54%
$12.69 - $16.25 $4.99K - $6.39K
5.62K $86K
BAX
Baxter International Inc

Healthcare
-269
- 8.66%
$29.26 - $36.57 $7.87K - $9.84K
2.84K $97K
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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