Atria Investments LLC Purchases in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.04K
+ 11.57%
$89.81 - $104.0 $93.7K - $108K
10.1K $905K
SCJ
Ishares Msci Japan Small Cap E

ETFs
725
+ 10.75%
$72.38 - $78.98 $52.5K - $57.3K
7.47K $546K
GNOM
Global X Fds Genomics & Biotec

ETFs
3.01K
+ 27.82%
$9.62 - $11.13 $28.9K - $33.5K
13.8K $134K
BRKR
Bruker Corp

Healthcare
2.48K
+ 19.55%
$48.25 - $67.46 $120K - $168K
15.2K $889K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.92K
+ 3.35%
$28.6 - $29.27 $54.9K - $56.2K
59.3K $1.7M
AUB
Atlantic Union Bankshares Corp

Financial Services
326
+ 5.92%
$36.13 - $43.55 $11.8K - $14.2K
5.83K $220K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
398
+ 4.43%
$47.26 - $48.18 $18.8K - $19.2K
9.38K $444K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
4.29K
+ 19.51%
$1.55 - $2.65 $6.64K - $11.4K
26.3K $48K
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
1.01K
+ 9.97%
$14.97 - $17.52 $15.1K - $17.6K
11.1K $170K
RGP
Resources Connection, Inc.

Industrials
3.66K
+ 20.63%
$7.96 - $9.47 $29.1K - $34.6K
21.4K $182K
EIX
Edison International

Utilities
1.65K
+ 9.79%
$77.93 - $88.36 $128K - $146K
18.5K $1.48M
DOUG
Douglas Elliman Inc.

Real Estate
8.1K
+ 39.62%
$1.43 - $2.7 $11.6K - $21.9K
28.5K $47K
SU
Suncor Energy Inc

Energy
608
+ 5.97%
$34.5 - $41.53 $21K - $25.3K
10.8K $385K
AN
Autonation, Inc.

Consumer Cyclical
205
+ 7.23%
$155.47 - $182.16 $31.9K - $37.3K
3.04K $516K
RY
Royal Bank Of Canada

Financial Services
136
+ 7.63%
$119.72 - $128.02 $16.3K - $17.4K
1.92K $231K
SJM
J M Smucker CO

Consumer Defensive
773
+ 10.98%
$106.92 - $121.75 $82.6K - $94.1K
7.81K $860K
TLSA
Tiziana Life Sciences LTD

Healthcare
12.7K
New
$0.67 - $1.18 $8.52K - $15K
12.7K $8K
BAP
Credicorp LTD

Financial Services
8
+ 0.31%
$180.17 - $198.65 $1.44K - $1.59K
2.61K $478K
STN
Stantec Inc

Industrials
151
+ 4.32%
$78.45 - $87.5 $11.8K - $13.2K
3.65K $286K
BERY
Berry Global Group, Inc.

Consumer Cyclical
2.25K
+ 5.29%
$64.2 - $72.31 $144K - $163K
44.8K $2.89M
ADT
Adt Inc.

Industrials
1.36K
+ 9.95%
$6.71 - $8.14 $9.11K - $11.1K
15K $103K
NBHC
National Bank Holdings Corp

Financial Services
4
+ 0.08%
$40.09 - $51.24 $160 - $205
4.8K $206K
FTSD
Franklin ETF Tr Liberty Short

ETFs
169
+ 1.55%
$89.95 - $90.89 $15.2K - $15.4K
11.1K $998K
DRSK
ETF Ser Solutions Aptus Define

ETFs
1.94K
+ 3.49%
$27.43 - $28.44 $53.1K - $55K
57.3K $1.57M
NYF
Ishares New York Muni Bond ETF

ETFs
169
+ 3.47%
$52.85 - $54.34 $8.93K - $9.18K
5.03K $267K
EAOA
Ishares Esg Aware Aggressive A

Technology
230
+ 4.07%
$35.68 - $37.3 $8.21K - $8.58K
5.88K $209K
HAE
Haemonetics Corp

Healthcare
109
+ 3.38%
$71.16 - $93.38 $7.76K - $10.2K
3.33K $260K
VERU
Veru Inc.

Healthcare
30K
+ 21.21%
$0.58 - $0.93 $17.4K - $27.9K
172K $111K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
32
+ 0.63%
$45.67 - $50.69 $1.46K - $1.62K
5.15K $238K
FDD
First Trust Stoxx European Sel

ETFs
1.23K
+ 11.77%
$11.07 - $12.33 $13.6K - $15.2K
11.7K $131K
COTY
Coty Inc.

Consumer Defensive
6.76K
+ 36.26%
$6.92 - $9.36 $46.8K - $63.3K
25.4K $176K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
26
+ 0.24%
$104.52 - $115.08 $2.72K - $2.99K
10.7K $1.13M
Ge Vernova Inc
1.61K
+ 31.6%
N/A
6.7K $0
Innovator Etfs Trust
13K
+ 119.5%
N/A
23.8K $0
Fundx Invt Tr
903
+ 11.56%
N/A
8.71K $0
Lam Research Corp Com New
57K
New
N/A
57K $0
Strategy Shs Eventide High Di
552K
New
N/A
552K $0
OAIM
Unified Ser Tr Oneascent Intl
106K
+ 4.31%
N/A
2.56M $0
Te Connectivity PLC
16.8K
+ 191.38%
N/A
25.6K $0
Flutter Entmt PLC
791
New
N/A
791 $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
1.33K
+ 36.99%
N/A
4.94K $0
BFB
Brown Forman Corp Cl B
2.54K
+ 39.44%
N/A
8.98K $0
FJAN
First Exc Trd Viii Cboe Vest U
5.94K
+ 5.26%
N/A
119K $0
Ab Active Etfs Inc
17.8K
New
N/A
17.8K $0
Vanguard Mun Bd Fds
13K
+ 150.32%
N/A
21.6K $0
Jacobs Solutions Inc
1.38K
+ 9.32%
N/A
16.2K $0
SDEF
Tidal ETF Tr Sound Enhanced Fi
223
+ 0.67%
N/A
33.4K $0
AMAX
Starboard Invt Tr Rh Hedged Mu
563
+ 4.68%
$7.78 - $8.11 $4.38K - $4.57K
12.6K $97K
Advisors Inner Circle Fd Ii 3 Edge Dynamic Ha
9.21K
New
N/A
9.21K $0
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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