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
BK
Bank Of New York Mellon Corp

Financial Services
-8.81K
- 10.53%
$59.54 - $72.17 $525K - $636K
74.9K $5.38M
LNT
Alliant Energy Corp

Utilities
-2.92K
- 5.23%
$50.74 - $60.74 $148K - $177K
52.9K $3.21M
TDY
Teledyne Technologies Inc

Technology
-972
- 5.98%
$381.47 - $437.71 $371K - $425K
15.3K $6.68M
MCO
Moodys Corp

Financial Services
-68
- 0.87%
$421.49 - $494.67 $28.7K - $33.6K
7.79K $3.69M
BNDX
Vanguard Total International B

ETFs
-4.53K
- 1.18%
$48.42 - $50.35 $219K - $228K
380K $19.1M
EXPO
Exponent Inc

Industrials
-1.13K
- 4.36%
$93.45 - $115.28 $106K - $130K
24.8K $2.86M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-894
- 0.5%
$19.4 - $21.93 $17.3K - $19.6K
179K $3.93M
AZPN
Aspen Technology, Inc.

Technology
-1.41K
- 7.72%
$172.9 - $239.26 $244K - $338K
16.9K $4.03M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-247
- 0.42%
$83.76 - $91.82 $20.7K - $22.7K
57.9K $5.29M
CLX
Clorox CO

Consumer Defensive
-401
- 2.11%
$131.73 - $166.97 $52.8K - $67K
18.6K $3.03M
CMI
Cummins Inc

Industrials
-816
- 5.37%
$266.63 - $326.4 $218K - $266K
14.4K $4.65M
PSA
Public Storage

Real Estate
-15
- 0.25%
$283.13 - $365.01 $4.25K - $5.48K
5.94K $2.16M
URI
United Rentals, Inc.

Industrials
-91
- 2.78%
$627.41 - $814.1 $57.1K - $74.1K
3.18K $2.57M
CEG
Constellation Energy Corp

Utilities
-1.05K
- 8.32%
$167.08 - $262.86 $175K - $275K
11.5K $3M
PNR
Pentair PLC

Industrials
-236
- 0.98%
$74.39 - $97.79 $17.6K - $23.1K
23.7K $2.32M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-132
- 0.05%
$76.38 - $78.87 $10.1K - $10.4K
249K $19.6M
TRP
Tc Energy Corp

Energy
-18
- 0.03%
$37.48 - $47.9 $675 - $862
52.8K $2.51M
ZWS
Zurn Water Solutions Corp

Industrials
-467
- 0.57%
$28.61 - $35.94 $13.4K - $16.8K
81.9K $2.94M
SITE
Site One Landscape Supply, Inc.

Industrials
-140
- 0.76%
$115.64 - $153.52 $16.2K - $21.5K
18.3K $2.76M
VPU
Vanguard Utilities ETF

ETFs
-1.42K
- 4.71%
$146.64 - $174.54 $209K - $249K
28.8K $5.02M
GWW
W.W. Grainger, Inc.

Industrials
-308
- 4.88%
$896.19 - $1044.18 $276K - $322K
6.01K $6.24M
CHKP
Check Point Software Technologies LTD

Technology
-1.54K
- 5.02%
$165.0 - $195.47 $254K - $301K
29.2K $5.62M
EFX
Equifax Inc

Industrials
-720
- 4.8%
$236.42 - $307.13 $170K - $221K
14.3K $4.19M
AFL
Aflac Inc

Financial Services
-2.48K
- 6.57%
$88.52 - $111.8 $219K - $277K
35.2K $3.93M
JCI
Johnson Controls International PLC

Industrials
-1.91K
- 2.95%
$65.52 - $77.61 $125K - $148K
62.8K $4.88M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.43K
- 0.95%
$58.03 - $65.37 $83.2K - $93.7K
149K $9.67M
TDG
Trans Digm Group Inc

Industrials
-20
- 0.49%
$1202.03 - $1427.41 $24K - $28.5K
4.03K $5.75M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-329
- 0.17%
$71.45 - $75.64 $23.5K - $24.9K
198K $14.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
-3.13K
- 8.19%
$247.34 - $300.11 $775K - $940K
35.1K $10.5M
MMM
3 M CO

Industrials
-3.4K
- 11.03%
$99.69 - $139.42 $339K - $473K
27.4K $3.75M
CARR
Carrier Global Corp

Industrials
-1.55K
- 3.64%
$61.9 - $80.88 $95.9K - $125K
41K $3.3M
CMCSA
Comcast Corp

Communication Services
-9.78K
- 2.46%
$37.33 - $41.78 $365K - $408K
388K $16.2M
CCI
Crown Castle International Corp

Real Estate
-3.71K
- 6.81%
$95.29 - $120.24 $353K - $446K
50.7K $6.02M
DGRO
Ishares Core Dividend Growth E

ETFs
-20.8K
- 5.26%
$57.47 - $62.76 $1.19M - $1.3M
374K $23.5M
PEG
Public Service Enterprise Group Inc

Utilities
-3.23K
- 5.04%
$73.58 - $89.21 $237K - $288K
60.8K $5.43M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-64
- 0.02%
$42.87 - $45.76 $2.74K - $2.93K
327K $14.8M
PG
Procter & Gamble CO

Consumer Defensive
-4.44K
- 2.44%
$160.76 - $177.82 $713K - $789K
178K $30.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.18K
- 1.44%
$60.84 - $67.51 $254K - $282K
285K $19.3M
ZBRA
Zebra Technologies Corp

Technology
-186
- 1.37%
$306.21 - $371.02 $57K - $69K
13.4K $4.95M
JPM
Jpmorgan Chase & CO

Financial Services
-7.42K
- 2.7%
$194.9 - $224.8 $1.45M - $1.67M
267K $56.3M
CBRE
Cbre Group, Inc.

Real Estate
-2.33K
- 7.7%
$85.97 - $124.48 $200K - $290K
27.9K $3.47M
SMG
Scotts Miracle Gro CO

Basic Materials
-2.08K
- 4.68%
$61.06 - $86.7 $127K - $180K
42.3K $3.67M
ETN
Eaton Corp PLC

Industrials
-330
- 0.63%
$272.52 - $333.02 $89.9K - $110K
52.4K $17.4M
VZ
Verizon Communications Inc

Communication Services
-12.6K
- 3.27%
$38.89 - $45.0 $489K - $566K
372K $16.7M
AEP
American Electric Power CO Inc

Utilities
-2.7K
- 3.47%
$87.11 - $104.95 $235K - $284K
75.1K $7.71M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.21K
- 1.68%
$64.35 - $75.71 $142K - $167K
129K $9.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.08K
- 4.18%
$475.2 - $527.7 $3.37M - $3.74M
162K $85.6M
XEL
Xcel Energy Inc

Utilities
-161
- 0.2%
$52.11 - $65.3 $8.39K - $10.5K
80.5K $5.26M
GILD
Gilead Sciences, Inc.

Healthcare
-3.85K
- 4.46%
$66.59 - $83.99 $257K - $324K
82.6K $6.93M
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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