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
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-656
- 16.24%
$85.44 - $110.36 $56K - $72.4K
3.38K $373K
RVLV
Revolve Group, Inc.

Consumer Cyclical
-7.89K
- 32.64%
$15.06 - $25.89 $119K - $204K
16.3K $403K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
-218
- 2.85%
$24.05 - $32.18 $5.24K - $7.02K
7.43K $226K
DJP
Barclays Bank PLC

ETFs
-63
- 0.06%
$32.3 - $32.3 $2.03K - $2.03K
98.8K $3.19M
GLW
Corning Inc

Technology
-8.98K
- 13.27%
$37.76 - $46.2 $339K - $415K
58.7K $2.65M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-177
- 2.11%
$97.81 - $108.79 $17.3K - $19.3K
8.21K $893K
CVCO
Cavco Industries Inc.

Consumer Cyclical
-138
- 13.84%
$335.64 - $444.2 $46.3K - $61.3K
859 $367K
EVRG
Evergy, Inc.

Utilities
-257
- 6.06%
$52.46 - $62.01 $13.5K - $15.9K
3.99K $247K
WPC
W. P. Carey Inc.

Real Estate
-1.42K
- 9.29%
$54.63 - $63.96 $77.7K - $91K
13.9K $865K
IMKTA
Ingles Markets Inc

Consumer Defensive
-305
- 3.99%
$67.82 - $81.05 $20.7K - $24.7K
7.33K $546K
BRP
Brp Group, Inc.

Financial Services
-441
- 4.62%
$35.8 - $40.92 $15.8K - $18K
9.11K $364K
GLNG
Golar Lng LTD

Energy
-291
- 4.35%
$31.02 - $37.5 $9.03K - $10.9K
6.39K $235K
FSS
Federal Signal Corp

Industrials
-725
- 7.6%
$82.35 - $99.97 $59.7K - $72.5K
8.82K $824K
XOM
Exxon Mobil Corp

Energy
-4.08K
- 1.7%
$109.72 - $119.0 $447K - $485K
236K $27.6M
HMY
Harmony Gold Mining CO LTD

Basic Materials
-4.09K
- 6.02%
$8.48 - $11.22 $34.6K - $45.8K
63.8K $649K
ED
Consolidated Edison Inc

Utilities
-385
- 8.38%
$88.42 - $104.97 $34K - $40.4K
4.21K $438K
WY
Weyerhaeuser CO

Real Estate
-1.81K
- 11.28%
$27.05 - $33.84 $48.9K - $61.2K
14.2K $481K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-72
- 3.56%
$233.02 - $278.99 $16.8K - $20.1K
1.95K $513K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-129
- 2.52%
$69.31 - $77.34 $8.94K - $9.98K
5K $383K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-4.2K
- 11.12%
$58.35 - $66.29 $245K - $278K
33.5K $2.22M
TPIF
Timothy Plan Intl ETF (De)

ETFs
-84
- 0.64%
$25.86 - $29.09 $2.17K - $2.44K
13K $375K
PHYS
Sprott Physical Gold Trust

Financial Services
-1.41K
- 5.68%
$18.12 - $20.72 $25.6K - $29.3K
23.5K $478K
WTW
Willis Towers Watson PLC

Financial Services
-259
- 7.82%
$257.34 - $294.53 $66.7K - $76.3K
3.05K $899K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-49
- 0.39%
$47.29 - $52.55 $2.32K - $2.57K
12.4K $651K
PLMR
Palomar Holdings, Inc.

Financial Services
-83
- 2.82%
$80.39 - $99.22 $6.67K - $8.24K
2.86K $270K
BOH
Bank Of Hawaii Corp

Financial Services
-66
- 0.99%
$56.24 - $69.13 $3.71K - $4.56K
6.62K $415K
UNM
Unum Group

Financial Services
-171
- 3.31%
$49.81 - $59.44 $8.52K - $10.2K
4.99K $296K
AZEK
Azek CO Inc.

Industrials
-69
- 0.82%
$36.81 - $46.9 $2.54K - $3.24K
8.31K $389K
UGI
Ugi Corp

Utilities
-1.32K
- 4.03%
$22.23 - $25.05 $29.3K - $33.1K
31.4K $786K
DSGX
Descartes Systems Group Inc

Technology
-26
- 0.41%
$93.79 - $104.9 $2.44K - $2.73K
6.31K $649K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-835
- 2.45%
$93.65 - $97.81 $78.2K - $81.7K
33.2K $3.24M
ZTO
Zto Express (Cayman) Inc.

Industrials
-970
- 5.98%
$18.33 - $24.77 $17.8K - $24K
15.3K $377K
ZECP
Zacks Tr Earnings Constant Por

ETFs
-96
- 0.42%
$28.3 - $30.84 $2.72K - $2.96K
22.7K $700K
BAP
Credicorp LTD

Financial Services
-58
- 2.18%
$158.09 - $185.0 $9.17K - $10.7K
2.6K $471K
UFPT
Ufp Technologies Inc

Healthcare
-119
- 7.89%
$283.66 - $358.42 $33.8K - $42.7K
1.39K $439K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-246
- 2.69%
$80.13 - $88.89 $19.7K - $21.9K
8.92K $787K
SO
Southern CO

Utilities
-19.9K
- 13.64%
$77.0 - $90.52 $1.53M - $1.8M
126K $11.3M
FIS
Fidelity National Information Services, Inc.

Technology
-7.07K
- 9.32%
$72.8 - $85.04 $514K - $601K
68.7K $5.76M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-90
- 0.91%
$28.7 - $35.25 $2.58K - $3.17K
9.8K $337K
AGI
Alamos Gold Inc

Basic Materials
-825
- 5.8%
$15.54 - $21.04 $12.8K - $17.4K
13.4K $267K
ABCB
Ameris Bancorp

Financial Services
-1.18K
- 11.81%
$48.61 - $65.14 $57.5K - $77K
8.83K $550K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-3.85K
- 4.56%
$37.37 - $41.82 $144K - $161K
80.7K $3.35M
NNN
National Retail Properties, Inc.

Real Estate
-169
- 1.77%
$42.12 - $48.79 $7.12K - $8.25K
9.41K $456K
ITGR
Integer Holdings Corp

Healthcare
-323
- 5.02%
$110.25 - $131.62 $35.6K - $42.5K
6.11K $793K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-94
- 0.53%
$65.26 - $75.5 $6.13K - $7.1K
17.7K $1.27M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-802
- 4.22%
$61.97 - $69.37 $49.7K - $55.6K
18.2K $1.26M
LGOV
First Tr ETF Iv Long Duration

ETFs
-88
- 0.22%
$20.77 - $22.83 $1.83K - $2.01K
39.9K $894K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.86K
- 1.97%
$51.58 - $53.79 $96K - $100K
92.4K $4.96M
VONE
Vanguard Russell 1000 ETF

ETFs
-11
- 0.27%
$234.0 - $260.07 $2.57K - $2.86K
4.08K $1.06M
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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