Atria Investments LLC Incresed Positions in Q3 2024

Atria Investments LLC

  • $7.56 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
POOL
Pool Corp

Industrials
1.15K
+ 8.57%
$296.17 - $376.8 $341K - $434K
14.6K $5.49M
APO
Apollo Global Management, Inc.

Financial Services
10.3K
+ 112.33%
$99.16 - $125.81 $1.02M - $1.3M
19.5K $2.43M
ANET
Arista Networks, Inc.

Technology
2.22K
+ 15.04%
$311.42 - $388.21 $691K - $861K
17K $6.51M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14K
+ 5.1%
$36.98 - $41.55 $518K - $582K
289K $11.9M
DHR
Danaher Corp

Healthcare
582
+ 1.42%
$239.25 - $280.76 $139K - $163K
41.5K $11.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.9K
+ 14.03%
$50.25 - $50.74 $1.25M - $1.26M
202K $10.3M
SYK
Stryker Corp

Healthcare
2.38K
+ 11.17%
$315.94 - $371.96 $753K - $886K
23.7K $8.57M
VOE
Vanguard Mid Cap Value Index F

ETFs
5.77K
+ 30.23%
$149.02 - $167.67 $860K - $967K
24.9K $4.17M
VNQ
Vanguard Specialized Funds Van

ETFs
5.12K
+ 9.0%
$82.97 - $98.97 $424K - $506K
61.9K $6.03M
IT
Gartner Inc

Technology
412
+ 2.24%
$441.32 - $516.47 $182K - $213K
18.8K $9.52M
IAI
Ishares Tr Us Broker Dealers &

ETFs
8.51K
+ 59.2%
$115.73 - $128.74 $985K - $1.1M
22.9K $2.94M
MIDD
Middleby Corp

Industrials
8.71K
+ 533.29%
$119.13 - $144.82 $1.04M - $1.26M
10.3K $1.44M
EME
Emcor Group, Inc.

Industrials
951
+ 7.73%
$340.22 - $435.6 $324K - $414K
13.3K $5.71M
GE
General Electric CO

Industrials
3.18K
+ 15.72%
$156.66 - $189.66 $498K - $603K
23.4K $4.41M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
10.7K
+ 4.8%
$52.31 - $58.18 $561K - $624K
234K $13.6M
VOD
Vodafone Group Public LTD CO

Communication Services
29.7K
+ 3.98%
$8.8 - $10.35 $261K - $307K
775K $7.77M
OC
Owens Corning

Industrials
6.37K
+ 93.35%
$154.02 - $186.38 $982K - $1.19M
13.2K $2.33M
SE
Sea LTD

Consumer Cyclical
10.6K
+ 262.53%
$59.94 - $94.83 $635K - $1M
14.6K $1.38M
WEX
Wex Inc.

Technology
4.85K
+ 289.03%
$168.01 - $209.77 $815K - $1.02M
6.53K $1.37M
PAYC
Paycom Software, Inc.

Technology
4.6K
+ 36.15%
$140.16 - $173.86 $645K - $800K
17.3K $2.89M
OKE
Oneok Inc

Energy
10.2K
+ 76.87%
$78.62 - $95.27 $805K - $976K
23.6K $2.15M
PAYX
Paychex Inc

Industrials
1.57K
+ 2.91%
$116.17 - $135.19 $182K - $212K
55.5K $7.45M
BR
Broadridge Financial Solutions, Inc.

Technology
2.61K
+ 9.66%
$196.56 - $218.55 $513K - $570K
29.6K $6.37M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
14.6K
+ 21.46%
$46.17 - $51.13 $673K - $745K
82.5K $4.22M
COST
Costco Wholesale Corp

Consumer Defensive
228
+ 0.99%
$801.83 - $917.05 $183K - $209K
23.2K $20.6M
MNST
Monster Beverage Corp

Consumer Defensive
12.2K
+ 6.95%
$45.01 - $52.47 $551K - $642K
188K $9.83M
RWL
Invesco Exchange Traded Fd Tr

ETFs
9.74K
+ 85.44%
$90.36 - $98.07 $880K - $956K
21.1K $2.07M
SNY
Sanofi

Healthcare
701
+ 0.66%
$48.54 - $58.53 $34K - $41K
107K $6.19M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
30.4K
+ 7.76%
$20.94 - $22.17 $636K - $674K
422K $9.29M
KEX
Kirby Corp

Industrials
7.63K
+ 27.52%
$107.57 - $129.59 $821K - $989K
35.4K $4.33M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
9.96K
+ 14.47%
$100.09 - $100.69 $997K - $1M
78.8K $7.93M
BAC
Bank Of America Corp

Financial Services
25.7K
+ 5.99%
$36.65 - $44.13 $943K - $1.14M
455K $18.1M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.69K
+ 4.94%
$66.31 - $74.08 $377K - $421K
121K $8.86M
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.93K
+ 4.38%
$76.97 - $100.56 $148K - $194K
45.9K $4.49M
PANW
Palo Alto Networks Inc

Technology
2.61K
+ 9.39%
$294.18 - $368.01 $767K - $960K
30.4K $10.4M
AES
Aes Corp

Utilities
42.7K
+ 97.4%
$16.18 - $20.07 $691K - $857K
86.6K $1.74M
AIG
American International Group, Inc.

Financial Services
13.8K
+ 29.17%
$70.16 - $79.23 $966K - $1.09M
61K $4.47M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
13K
+ 330.82%
$64.57 - $71.76 $839K - $932K
16.9K $1.21M
VGT
Vanguard Information Technolog

ETFs
1.42K
+ 11.28%
$514.43 - $606.85 $731K - $862K
14K $8.22M
FDVV
Fidelity High Dividend ETF

ETFs
7.96K
+ 5.59%
$46.26 - $50.65 $368K - $403K
150K $7.62M
COF
Capital One Financial Corp

Financial Services
3.45K
+ 9.17%
$131.42 - $153.05 $453K - $528K
41K $6.15M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
7.55K
+ 33.25%
$111.59 - $129.08 $843K - $975K
30.3K $3.59M
EVR
Evercore Inc.

Financial Services
2.58K
+ 41.19%
$211.0 - $258.67 $544K - $666K
8.83K $2.24M
SJNK
Spdr Bloomberg Short Term High

ETFs
27.8K
+ 9.98%
$24.8 - $25.75 $690K - $717K
307K $7.9M
PULS
Pgim ETF Tr

ETFs
18.5K
+ 15.02%
$49.47 - $49.8 $913K - $919K
141K $7.03M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.42K
+ 3.9%
$147.95 - $191.05 $802K - $1.04M
144K $25.1M
TPHD
Timothy Plan High Divid Stk Et

ETFs
16.1K
+ 14.26%
$34.67 - $37.7 $560K - $609K
129K $4.87M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
14.4K
+ 63.42%
$50.64 - $55.7 $729K - $802K
37.1K $2.07M
HYG
Ishares Tr

ETFs
8.14K
+ 10.48%
$76.72 - $80.36 $625K - $654K
85.9K $6.89M
Activity Summary
Buys All Purchases 1021 New Holdings 170 Increased Positions 851 Sells All Sells 872 Reductions 872 Sold out 0 Options Calls 0 Puts 0
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