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
HZO
Marinemax Inc

Consumer Cyclical
-42
- 67.74%
$17.66 - $26.12 $742 - $1.1K
20 $0
NABL
N Able, Inc.

Technology
-180
- 58.44%
$6.22 - $8.3 $1.12K - $1.49K
128 $1K
CPRI
Capri Holdings LTD

Consumer Cyclical
-18
- 17.31%
$12.48 - $19.63 $225 - $353
86 $1K
LII
Lennox International Inc

Industrials
-3
- 7.14%
$508.76 - $605.77 $1.53K - $1.82K
39 $22K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-18
- 62.07%
$47.79 - $56.03 $860 - $1.01K
11 $0
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
-26
- 57.78%
$26.63 - $32.97 $692 - $857
19 $0
LMNR
Limoneira CO

Consumer Defensive
-91
- 54.17%
$14.74 - $17.88 $1.34K - $1.63K
77 $1K
SEMR
Se Mrush Holdings, Inc.

Technology
-149
- 72.33%
$8.29 - $10.97 $1.24K - $1.63K
57 $0
MDU
Mdu Resources Group Inc

Industrials
-42
- 4.03%
$15.6 - $17.76 $655 - $746
999 $16K
MAC
Macerich CO

Real Estate
-49
- 19.07%
$13.24 - $17.71 $649 - $868
208 $3K
NHC
National Healthcare Corp

Healthcare
-30
- 25.42%
$89.91 - $109.05 $2.7K - $3.27K
88 $9K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-245
- 3.04%
$22.87 - $24.35 $5.6K - $5.97K
7.8K $190K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-57
- 23.65%
$30.25 - $38.85 $1.72K - $2.21K
184 $7K
ESAB
Esab Corp

Industrials
-4
- 8.89%
$104.48 - $130.25 $418 - $521
41 $4K
UWMC
Uwm Holdings Corp

Financial Services
-277
- 79.37%
$3.94 - $5.79 $1.09K - $1.6K
72 $0
ALK
Alaska Air Group, Inc.

Industrials
-35
- 0.73%
$41.01 - $54.88 $1.44K - $1.92K
4.76K $235K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
-57
- 22.89%
N/A
192 $1K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
-73
- 17.14%
$8.21 - $12.77 $599 - $932
353 $4K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-78
- 2.55%
$14.87 - $23.57 $1.16K - $1.84K
2.99K $55K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-3
- 25.0%
$372.3 - $448.86 $1.12K - $1.35K
9 $3K
THRY
Thryv Holdings, Inc.

Communication Services
-29
- 31.87%
$10.25 - $14.92 $297 - $433
62 $0
HYGV
Flexshares Tr High Yield Value

ETFs
-153
- 1.87%
$38.45 - $41.03 $5.88K - $6.28K
8.01K $328K
IBP
Installed Building Products, Inc.

Consumer Cyclical
-6
- 13.64%
$153.99 - $182.0 $924 - $1.09K
38 $6K
NSP
Insperity, Inc.

Industrials
-11
- 84.62%
$58.55 - $89.92 $644 - $989
2 $0
UMBF
Umb Financial Corp

Financial Services
-20
- 9.26%
$86.4 - $107.99 $1.73K - $2.16K
196 $20K
FCBC
First Community Bankshares Inc

Financial Services
-15
- 41.67%
$35.38 - $40.02 $531 - $600
21 $0
VERX
Vertex, Inc.

Technology
-32
- 41.56%
$33.45 - $41.87 $1.07K - $1.34K
45 $1K
NGVT
Ingevity Corp

Basic Materials
-33
- 13.98%
$29.88 - $44.53 $986 - $1.47K
203 $8K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-16
- 5.23%
$10.67 - $15.71 $171 - $251
290 $3K
TRS
Trimas Corp

Consumer Cyclical
-34
- 34.0%
$19.9 - $28.61 $677 - $973
66 $1K
GFF
Griffon Corp

Industrials
-5
- 7.04%
$64.73 - $74.97 $324 - $375
66 $4K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-5
- 33.33%
$210.85 - $245.99 $1.05K - $1.23K
10 $2K
UNF
Unifirst Corp

Industrials
-10
- 38.46%
$161.86 - $189.64 $1.62K - $1.9K
16 $3K
GKOS
Glaukos Corp

Healthcare
-9
- 14.52%
$82.27 - $103.29 $740 - $930
53 $5K
GBCI
Glacier Bancorp, Inc.

Financial Services
-16
- 2.63%
$37.85 - $44.51 $606 - $712
593 $25K
DYN
Dyne Therapeutics, Inc.

Healthcare
-23
- 4.62%
$6.81 - $14.78 $157 - $340
475 $4K
JAMF
Jamf Holding Corp.

Technology
-51
- 51.0%
$9.09 - $12.65 $464 - $645
49 $0
GCMG
Gcm Grosvenor Inc.

Financial Services
-16
- 9.88%
$11.4 - $13.31 $182 - $213
146 $1K
ASAN
Asana, Inc.

Technology
-78
- 42.86%
$12.93 - $19.0 $1.01K - $1.48K
104 $1K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-5
- 41.67%
$102.11 - $124.82 $511 - $624
7 $0
AKR
Acadia Realty Trust

Real Estate
-29
- 12.29%
$17.49 - $21.18 $507 - $614
207 $3K
WIX
Wix.Com Ltd.

Technology
-2
- 2.25%
$146.5 - $189.61 $293 - $379
87 $13K
STEP
Step Stone Group Inc.

Financial Services
-21
- 14.58%
$42.46 - $60.26 $892 - $1.27K
123 $6K
DIV
Global X Superdividend Us ETF

ETFs
-81
- 30.45%
N/A
185 $3K
STAA
Staar Surgical CO

Healthcare
-7
- 11.67%
$15.09 - $20.27 $106 - $142
53 $0
ABUS
Arbutus Biopharma Corp

Healthcare
-258
- 38.11%
$2.88 - $3.61 $743 - $931
419 $1K
CGMU
Capital Group Core Plus Income
-2.48K
- 9.77%
N/A
22.9K $0
VRRM
Verra Mobility Corp

Industrials
-10
- 5.0%
$20.85 - $25.4 $209 - $254
190 $4K
AGCO
Agco Corp

Industrials
-22
- 8.37%
$75.77 - $108.43 $1.67K - $2.39K
241 $24K
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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