Atria Investments LLC Purchases in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IDCC
Inter Digital, Inc.

Communication Services
2.64K
New
$142.61 - $200.59 $376K - $530K
2.64K $511K
SE
Sea LTD

Consumer Cyclical
3.15K
+ 21.52%
$93.56 - $117.41 $294K - $369K
17.8K $1.89M
SEIC
Sei Investments CO

Financial Services
368
+ 1.03%
$69.36 - $86.58 $25.5K - $31.9K
36K $2.97M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
10.1K
+ 12.29%
$50.53 - $55.55 $512K - $563K
92.7K $4.72M
CME
Cme Group Inc.

Financial Services
690
+ 2.38%
$221.17 - $246.02 $153K - $170K
29.7K $6.91M
TWLO
Twilio Inc

Communication Services
4.52K
New
$63.73 - $114.96 $288K - $520K
4.52K $488K
OMF
One Main Holdings, Inc.

Financial Services
3.73K
+ 6.56%
$45.27 - $57.43 $169K - $214K
60.7K $3.16M
WTFC
Wintrust Financial Corp

Financial Services
2.8K
+ 34.52%
$104.15 - $138.5 $292K - $388K
10.9K $1.36M
QDPL
Pacer Fds Tr Metaurus Us Large
11.8K
+ 23.81%
$37.54 - $40.11 $444K - $474K
61.5K $2.36M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
4.57K
+ 25.84%
$67.53 - $85.82 $309K - $392K
22.3K $1.74M
RPM
Rpm International Inc

Basic Materials
3.23K
+ 10.9%
$120.09 - $140.26 $388K - $453K
32.9K $4.04M
SPIB
Spdr Portfolio Intermediate Te

ETFs
15.5K
+ 28.25%
$32.65 - $33.68 $505K - $521K
70.3K $2.3M
ICVT
Ishares Tr Convertible Bond Et

ETFs
5.03K
+ 25.02%
$83.09 - $89.28 $418K - $449K
25.1K $2.13M
CNP
Centerpoint Energy Inc

Utilities
12.6K
+ 57.07%
$28.58 - $32.66 $359K - $410K
34.6K $1.1M
CAH
Cardinal Health Inc

Healthcare
2.93K
+ 22.9%
$107.89 - $125.33 $317K - $368K
15.7K $1.86M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.68K
+ 64.28%
$65.67 - $69.79 $439K - $466K
17.1K $1.14M
XEL
Xcel Energy Inc

Utilities
3.92K
+ 4.87%
$62.16 - $72.92 $244K - $286K
84.5K $5.7M
FHN
First Horizon Corp

Financial Services
21.9K
New
$14.91 - $21.42 $327K - $470K
21.9K $441K
XLE
Energy Sector Spdr

ETFs
8.82K
+ 6.0%
$83.32 - $97.27 $735K - $858K
156K $13.4M
FVD
First Tr Value Line Divid Inde

ETFs
16.2K
+ 10.9%
$43.4 - $46.7 $705K - $759K
165K $7.21M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
9.43K
+ 21.34%
N/A
53.6K $2.46M
DHS
Wisdomtree Tr U.S

ETFs
4.65K
+ 135.64%
$92.66 - $100.58 $431K - $467K
8.07K $753K
DASH
Door Dash, Inc.

Communication Services
977
+ 9.19%
$141.93 - $180.48 $139K - $176K
11.6K $1.95M
FTC
First Tr Lge Cap Growth

ETFs
3.11K
New
$130.13 - $149.09 $405K - $464K
3.11K $428K
KT
Kt Corp

Communication Services
27.3K
New
$14.79 - $18.29 $404K - $500K
27.3K $424K
CACC
Credit Acceptance Corp

Financial Services
838
+ 70.84%
$417.33 - $497.7 $350K - $417K
2.02K $948K
TYL
Tyler Technologies Inc

Technology
775
+ 22.02%
$576.64 - $635.69 $447K - $493K
4.3K $2.48M
GDDY
Go Daddy Inc.

Technology
256
+ 2.83%
$153.16 - $209.03 $39.2K - $53.5K
9.3K $1.84M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
11.2K
New
$36.3 - $37.43 $408K - $421K
11.2K $418K
KNTK
Kinetik Holdings Inc.

Energy
7.27K
New
$45.65 - $61.95 $332K - $450K
7.27K $414K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
15.5K
New
$25.22 - $28.15 $390K - $435K
15.5K $414K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.15K
+ 53.69%
$50.73 - $51.08 $413K - $416K
23.3K $1.19M
TTC
Toro CO

Industrials
6.95K
+ 30.57%
$80.1 - $88.44 $557K - $615K
29.7K $2.38M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.84K
+ 14.21%
$44.33 - $49.55 $436K - $487K
79K $3.55M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
21.4K
+ 33.03%
$19.42 - $19.76 $415K - $423K
86.2K $1.68M
ITA
Ishares Tr

ETFs
3.37K
+ 16.02%
$144.31 - $157.31 $486K - $530K
24.4K $3.54M
SKYY
First Trust Cloud Computing Et

ETFs
1.39K
+ 10.18%
$99.98 - $130.46 $139K - $181K
15K $1.79M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.58K
+ 31.22%
$89.97 - $98.59 $322K - $353K
15.1K $1.43M
VCR
Vanguard Consumer Discretionar

ETFs
102
+ 1.02%
$328.51 - $401.37 $33.5K - $40.9K
10.1K $3.81M
FBK
Fb Financial Corp

Financial Services
6.72K
+ 75.17%
$44.94 - $57.73 $302K - $388K
15.7K $806K
DELL
Dell Technologies Inc.

Technology
4.51K
+ 11.15%
$111.96 - $144.21 $505K - $650K
44.9K $5.18M
MKL
Markel Corp

Financial Services
42
+ 2.13%
$1542.01 - $1785.11 $64.8K - $75K
2.02K $3.48M
SCHX
Schwab Strategic Tr Us Large C

ETFs
241K
+ 206.92%
$22.4 - $68.28 $5.39M - $16.4M
357K $8.27M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.76K
+ 21.04%
$119.61 - $136.3 $330K - $376K
15.9K $1.96M
BANF
Bancfirst Corp

Financial Services
2.15K
+ 20.57%
$100.43 - $128.91 $216K - $277K
12.6K $1.48M
CW
Curtiss Wright Corp

Industrials
781
+ 20.87%
$335.08 - $389.49 $262K - $304K
4.52K $1.61M
GATX
Gatx Corp

Industrials
181
+ 1.19%
$128.5 - $165.82 $23.3K - $30K
15.4K $2.39M
AOA
Ishares Tr Core Aggressive All

ETFs
4.8K
New
$76.61 - $79.88 $368K - $383K
4.8K $367K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
9.48K
New
$37.81 - $38.94 $358K - $369K
9.48K $366K
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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