Atria Investments LLC Purchases in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
794
+ 1.35%
$126.68 - $134.74 $101K - $107K
59.8K $7.63M
SUB
Ishares Short Term National Mu

ETFs
741
+ 3.95%
$104.94 - $106.2 $77.8K - $78.7K
19.5K $2.06M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.2K
+ 2.5%
$50.23 - $50.46 $60.1K - $60.4K
49K $2.47M
ROLL
Rbc Bearings Inc

Industrials
251
+ 3.45%
N/A
7.53K $1.85M
FTDR
Frontdoor, Inc.

Consumer Cyclical
325
+ 4.95%
$46.71 - $59.54 $15.2K - $19.4K
6.89K $376K
EDOW
First Tr Exchange Traded Fd

ETFs
1.57K
+ 14.73%
$35.29 - $38.02 $55.4K - $59.7K
12.2K $444K
GNRC
Generac Holdings Inc.

Industrials
453
+ 19.07%
$154.28 - $195.11 $69.9K - $88.4K
2.83K $438K
VLY
Valley National Bancorp

Financial Services
6.75K
+ 16.78%
$8.7 - $10.78 $58.7K - $72.7K
46.9K $425K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
4.92K
+ 10.23%
$34.83 - $38.05 $171K - $187K
53K $1.87M
RMD
Resmed Inc

Healthcare
372
+ 21.45%
$228.69 - $256.07 $85.1K - $95.3K
2.11K $481K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
10.6K
New
$4.42 - $8.5 $46.7K - $89.7K
10.6K $57K
LGND
Ligand Pharmaceuticals Inc

Healthcare
217
+ 4.63%
$99.95 - $129.9 $21.7K - $28.2K
4.9K $525K
PTC
Ptc Inc.

Technology
259
+ 10.55%
$175.97 - $201.89 $45.6K - $52.3K
2.71K $499K
CGUS
Capital Group Core Equity ETF
1.48K
+ 24.86%
$33.96 - $36.24 $50.3K - $53.7K
7.44K $260K
RWL
Invesco Exchange Traded Fd Tr

ETFs
596
+ 2.82%
$97.11 - $104.1 $57.9K - $62K
21.7K $2.13M
PRDO
Perdoceo Education Corp

Consumer Defensive
375
+ 3.57%
$20.61 - $28.08 $7.73K - $10.5K
10.9K $288K
DUOL
Duolingo, Inc.

Technology
39
+ 3.94%
$278.75 - $373.03 $10.9K - $14.5K
1.03K $333K
LDOS
Leidos Holdings, Inc.

Technology
1.53K
+ 17.34%
$143.17 - $201.39 $219K - $309K
10.4K $1.49M
MNDY
Monday.Com Ltd.

Technology
733
+ 25.91%
$224.69 - $324.31 $165K - $238K
3.56K $838K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
262
+ 0.84%
$51.33 - $58.78 $13.4K - $15.4K
31.3K $1.69M
HP
Helmerich & Payne, Inc.

Energy
953
+ 8.75%
$30.3 - $36.81 $28.9K - $35.1K
11.8K $379K
OC
Owens Corning

Industrials
754
+ 5.71%
$169.41 - $210.81 $128K - $159K
14K $2.38M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
4.64K
+ 15.77%
$20.17 - $21.84 $93.7K - $101K
34.1K $688K
FLS
Flowserve Corp

Industrials
26
+ 0.33%
$51.87 - $62.0 $1.35K - $1.61K
7.87K $452K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.95K
+ 29.44%
$33.43 - $36.52 $65.3K - $71.4K
8.59K $289K
BOX
Box Inc

Technology
2.35K
+ 9.42%
$31.6 - $35.65 $74.3K - $83.8K
27.3K $863K
PRVA
Privia Health Group, Inc.

Healthcare
1.49K
+ 11.93%
$16.82 - $22.8 $25.1K - $34.1K
14K $273K
TW
Tradeweb Markets Inc.

Financial Services
235
+ 11.51%
$124.87 - $136.32 $29.3K - $32K
2.28K $297K
OII
Oceaneering International Inc

Energy
814
+ 4.2%
$23.23 - $30.58 $18.9K - $24.9K
20.2K $526K
TREX
Trex CO Inc

Industrials
384
+ 5.33%
$62.94 - $79.88 $24.2K - $30.7K
7.59K $524K
AMCX
Amc Networks Inc.

Communication Services
2.37K
+ 14.61%
$7.66 - $9.92 $18.2K - $23.5K
18.6K $184K
INMD
In Mode Ltd.

Healthcare
2.83K
+ 23.07%
$14.88 - $19.53 $42.1K - $55.2K
15.1K $251K
IYE
Ishares Tr

ETFs
1.13K
+ 10.65%
$43.93 - $51.37 $49.8K - $58.3K
11.8K $537K
APPF
Appfolio Inc

Technology
134
+ 14.53%
$192.07 - $269.26 $25.7K - $36.1K
1.06K $260K
FTA
First Tr Large Cap Value

ETFs
1.87K
+ 5.06%
$75.21 - $83.49 $140K - $156K
38.7K $2.96M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
2.06K
+ 22.59%
$23.7 - $24.34 $48.8K - $50.1K
11.2K $266K
PLRX
Pliant Therapeutics, Inc.

Healthcare
1.81K
+ 18.1%
$10.55 - $15.7 $19.1K - $28.4K
11.8K $155K
ONON
On Holding Ag

Consumer Cyclical
341
+ 6.59%
$46.3 - $59.54 $15.8K - $20.3K
5.52K $302K
HOMB
Home Bancshares Inc

Financial Services
1.16K
+ 14.59%
$26.0 - $32.09 $30.2K - $37.2K
9.11K $257K
UBSI
United Bankshares Inc

Financial Services
659
+ 1.79%
$35.53 - $43.29 $23.4K - $28.5K
37.5K $1.41M
JHPI
John Hancock ETF Preferred Inc

ETFs
4.68K
+ 5.11%
$22.46 - $23.34 $105K - $109K
96.2K $2.17M
BWXT
Bwx Technologies, Inc.

Industrials
232
+ 4.01%
$111.39 - $133.28 $25.8K - $30.9K
6.01K $669K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.46K
+ 27.46%
$40.41 - $45.12 $59K - $65.8K
6.77K $274K
GGG
Graco Inc

Industrials
1.18K
+ 6.51%
$81.45 - $92.29 $95.8K - $109K
19.2K $1.62M
VMI
Valmont Industries Inc

Industrials
29
+ 1.55%
$287.0 - $352.14 $8.32K - $10.2K
1.9K $582K
SR
Spire Inc

Utilities
583
+ 14.36%
$62.24 - $73.38 $36.3K - $42.8K
4.64K $314K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
850
+ 5.35%
$83.21 - $88.08 $70.7K - $74.9K
16.7K $1.43M
ZG
Zillow Group, Inc.

Communication Services
93
+ 2.5%
$56.08 - $82.33 $5.22K - $7.66K
3.82K $270K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
11.1K
+ 16.77%
$9.98 - $11.7 $111K - $130K
77.6K $775K
Activity Summary
Buys All Purchases 944 New Holdings 138 Increased Positions 806 Sells All Sells 893 Reductions 893 Sold out 0 Options Calls 0 Puts 0
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