Atria Investments LLC Reduced Holdings in Q3 2024

Atria Investments LLC

  • $7.56 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WWD
Woodward, Inc.

Industrials
-31
- 0.84%
$151.73 - $187.23 $4.7K - $5.8K
3.68K $631K
SU
Suncor Energy Inc

Energy
-121
- 1.17%
$36.06 - $41.7 $4.36K - $5.05K
10.2K $376K
NTGR
Netgear, Inc.

Technology
-14.3K
- 25.17%
$14.4 - $21.94 $206K - $313K
42.4K $851K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-2.83K
- 7.89%
$50.99 - $57.81 $144K - $163K
33K $1.89M
SR
Spire Inc

Utilities
-698
- 14.67%
$59.15 - $67.77 $41.3K - $47.3K
4.06K $273K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-155
- 5.58%
$159.84 - $178.33 $24.8K - $27.6K
2.63K $463K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-1.08K
- 8.04%
$49.13 - $54.55 $53.1K - $59K
12.4K $667K
PSO
Pearson PLC

Communication Services
-2.61K
- 13.1%
$12.39 - $14.05 $32.4K - $36.7K
17.3K $234K
PRU
Prudential Financial Inc

Financial Services
-1.18K
- 3.59%
$105.53 - $127.32 $125K - $151K
31.8K $3.85M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-174
- 3.34%
$136.7 - $155.95 $23.8K - $27.1K
5.03K $714K
TV
Grupo Televisa, S.A.B.

Communication Services
-4.34K
- 29.69%
$1.77 - $2.72 $7.68K - $11.8K
10.3K $26K
VERU
Veru Inc.

Healthcare
-5.03K
- 3.43%
$0.77 - $1.04 $3.87K - $5.23K
142K $109K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
-988
- 5.13%
$8.2 - $10.1 $8.1K - $9.98K
18.3K $159K
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
-167
- 1.41%
$4.61 - $6.34 $770 - $1.06K
11.6K $54K
TRMB
Trimble Inc.

Technology
-587
- 14.42%
$49.82 - $62.06 $29.2K - $36.4K
3.49K $216K
CGCP
Capital Group Core Plus Income

ETFs
-2.13K
- 4.91%
$22.12 - $23.31 $47K - $49.6K
41.2K $951K
MTB
M&T Bank Corp

Financial Services
-1.18K
- 15.69%
$146.49 - $179.85 $173K - $212K
6.34K $1.13M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-690
- 2.08%
$98.99 - $101.51 $68.3K - $70K
32.5K $3.3M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-297
- 2.74%
$24.05 - $24.42 $7.14K - $7.25K
10.5K $255K
RHI
Robert Half International Inc.

Industrials
-289
- 8.59%
$59.34 - $68.28 $17.1K - $19.7K
3.08K $207K
CLOI
Vaneck ETF Tr

ETFs
-151
- 3.4%
$52.65 - $53.04 $7.95K - $8.01K
4.29K $227K
LSTR
Landstar System Inc

Industrials
-280
- 2.79%
$173.24 - $193.87 $48.5K - $54.3K
9.75K $1.84M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-80
- 1.66%
$44.66 - $49.15 $3.57K - $3.93K
4.75K $223K
KMT
Kennametal Inc

Industrials
-2.98K
- 10.38%
$22.54 - $26.4 $67.1K - $78.6K
25.7K $667K
CHK
Chesapeake Energy Corp

Energy
-92
- 2.89%
$70.32 - $83.77 $6.47K - $7.71K
3.09K $254K
IFF
International Flavors & Fragrances Inc

Basic Materials
-461
- 10.49%
$93.14 - $105.12 $42.9K - $48.5K
3.93K $412K
INFN
Infinera Corp

Technology
-2.45K
- 15.12%
$5.63 - $6.89 $13.8K - $16.9K
13.8K $92K
FOLD
Amicus Therapeutics, Inc.

Healthcare
-1.41K
- 11.68%
$9.55 - $12.09 $13.4K - $17K
10.6K $113K
XLB
Select Sector Spdr Fd Material

ETFs
-621
- 9.17%
$86.95 - $97.09 $54K - $60.3K
6.15K $593K
UTMD
Utah Medical Products Inc

Healthcare
-62
- 0.86%
$65.79 - $75.08 $4.08K - $4.65K
7.19K $480K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-284
- 2.41%
$7.12 - $7.12 $2.02K - $2.02K
11.5K $82K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
-4.61K
- 24.85%
$0.5 - $0.79 $2.31K - $3.64K
14K $8K
FE
Firstenergy Corp

Utilities
-2.82K
- 14.05%
$38.25 - $44.54 $108K - $126K
17.3K $765K
VCTR
Victory Capital Holdings, Inc.

Financial Services
-727
- 14.99%
$45.29 - $55.5 $32.9K - $40.3K
4.12K $228K
WK
Workiva Inc

Technology
-431
- 8.62%
$70.26 - $80.48 $30.3K - $34.7K
4.57K $361K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-28
- 0.33%
N/A
8.58K $555K
TMDX
Trans Medics Group, Inc.

Healthcare
-107
- 4.82%
$135.68 - $176.11 $14.5K - $18.8K
2.12K $332K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-2.45K
- 1.82%
$45.75 - $50.32 $112K - $123K
132K $6.54M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-272
- 5.3%
$42.66 - $45.18 $11.6K - $12.3K
4.86K $219K
Tko Group Holdings Inc
-393
- 8.97%
N/A
3.99K $0
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-1.11K
- 5.35%
$201.82 - $234.36 $225K - $261K
19.7K $4.55M
Brookfield Asset Managmt LTD
-744
- 5.04%
N/A
14K $0
American Healthcare Reit Inc
-2.28K
- 21.87%
N/A
8.15K $0
Cooper Cos Inc
-710
- 1.58%
N/A
44.2K $0
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-6.05K
- 28.76%
$24.49 - $38.1 $148K - $230K
15K $542K
POR
Portland General Electric CO

Utilities
-1.12K
- 9.72%
$42.44 - $49.09 $47.4K - $54.8K
10.4K $496K
HEIA
Heico Crp Cl A
-893
- 6.48%
N/A
12.9K $0
Invesco Exchange Traded Fd T
-3.62K
- 12.75%
N/A
24.7K $0
Aegon LTD
-1.27K
- 1.79%
N/A
69.8K $0
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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