Atria Investments LLC Closed Holding Positions

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
Q2 2021 Filed on Aug 10, 2021
23,383
$52.17 - $55.5 $1.22M - $1.3M
CTXS
Citrix Systems Inc

Technology
Q2 2021 Filed on Aug 10, 2021
9,172
$113.34 - $142.77 $1.04M - $1.31M
EBND
Spdr Bloomberg Emerging Market

ETFs
Q2 2021 Filed on Aug 10, 2021
52,629
$26.07 - $27.02 $1.37M - $1.42M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
Q2 2021 Filed on Aug 10, 2021
73,749
$13.93 - $15.2 $1.03M - $1.12M
JPUS
Jpmorgan Diversified Return Us

ETFs
Q1 2021 Filed on May 11, 2021
31,520
$82.76 - $91.73 $2.61M - $2.89M
Alexion Pharmaceuticals Inc
Q1 2021 Filed on May 11, 2021
8,873
N/A
New Oriental Ed & Technology
Q1 2021 Filed on May 11, 2021
5,613
N/A
BWX
Spdr Bloomberg International T

ETFs
Q1 2021 Filed on May 11, 2021
41,147
$29.14 - $31.45 $1.2M - $1.29M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
Q1 2021 Filed on May 11, 2021
56,103
$31.5 - $33.03 $1.77M - $1.85M
SCL
Stepan CO

Basic Materials
Q1 2021 Filed on May 11, 2021
8,517
$112.68 - $131.06 $960K - $1.12M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
Q1 2021 Filed on May 11, 2021
82,610
$13.6 - $16.52 $1.12M - $1.36M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q1 2021 Filed on May 11, 2021
19,547
$64.82 - $81.03 $1.27M - $1.58M
Allianzgi Dividend Int & Prm
Q1 2021 Filed on May 11, 2021
76,431
N/A
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q1 2021 Filed on May 11, 2021
21,999
$53.78 - $60.31 $1.18M - $1.33M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
Q1 2021 Filed on May 11, 2021
500,660
$28.3 - $28.98 $14.2M - $14.5M
COW
Barclays Bank PLC

ETFs
Q1 2021 Filed on May 11, 2021
63,842
$33.87 - $38.47 $2.16M - $2.46M
TRI
Thomson Reuters Corp

Industrials
Q1 2021 Filed on May 11, 2021
13,349
$78.54 - $89.14 $1.05M - $1.19M
RNG
Ring Central, Inc.

Technology
Q1 2021 Filed on May 11, 2021
4,766
$283.69 - $443.29 $1.35M - $2.11M
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 11, 2021
246,103
N/A
JPSE
J P Morgan Diversified Return

ETFs
Q1 2021 Filed on May 11, 2021
49,070
$35.88 - $44.5 $1.76M - $2.18M
CHNG
Change Healthcare Inc.
Q4 2020 Filed on Feb 12, 2021
76,998
$14.1 - $18.83 $1.09M - $1.45M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q4 2020 Filed on Feb 12, 2021
142,060
$30.37 - $31.17 $4.31M - $4.43M
Advisorshares Tr
Q4 2020 Filed on Feb 12, 2021
328,788
N/A
Unilever N V
Q4 2020 Filed on Feb 12, 2021
30,775
N/A
COUP
Coupa Software Inc

Technology
Q4 2020 Filed on Feb 12, 2021
12,521
$247.29 - $366.9 $3.1M - $4.59M
Tigershares Tr
Q4 2020 Filed on Feb 12, 2021
29,813
N/A
Varian Med Sys Inc
Q4 2020 Filed on Feb 12, 2021
7,040
N/A
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q4 2020 Filed on Feb 12, 2021
49,380
$24.17 - $25.4 $1.19M - $1.25M
GMOM
Cambria ETF Tr Cambria Global

ETFs
Q4 2020 Filed on Feb 12, 2021
47,073
$23.6 - $26.15 $1.11M - $1.23M
DTH
Wisdomtree Tr

ETFs
Q3 2020 Filed on Nov 05, 2020
52,813
$32.41 - $35.33 $1.71M - $1.87M
Seattle Genetics Inc
Q3 2020 Filed on Nov 05, 2020
32,970
N/A
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q3 2020 Filed on Nov 05, 2020
8,316
$43.89 - $51.72 $365K - $430K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 05, 2020
9,163
N/A
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q3 2020 Filed on Nov 05, 2020
36,511
$71.8 - $78.94 $2.62M - $2.88M
Stemline Therapeutics Inc
Q2 2020 Filed on Aug 13, 2020
20,262
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 13, 2020
69,752
N/A
Fgl Hldgs
Q2 2020 Filed on Aug 13, 2020
11,623
N/A
Barclays Bank PLC
Q2 2020 Filed on Aug 13, 2020
138,169
N/A
Ishares Tr
Q2 2020 Filed on Aug 13, 2020
12,498
N/A
Allergan PLC
Q2 2020 Filed on Aug 13, 2020
4,451
N/A
MXI
Ishares Global Materials ETF

ETFs
Q1 2020 Filed on May 15, 2020
3,103
$42.66 - $67.62 $132K - $210K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q1 2020 Filed on May 15, 2020
3,190
$14.08 - $91.32 $44.9K - $291K
RPD
Rapid7, Inc.

Technology
Q1 2020 Filed on May 15, 2020
4,017
$33.4 - $63.17 $134K - $254K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
19,216
$27.54 - $88.04 $529K - $1.69M
ICF
Ishares Tr

ETFs
Q1 2020 Filed on May 15, 2020
6,740
$37.65 - $62.99 $254K - $425K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
Q1 2020 Filed on May 15, 2020
3,487
$65.74 - $84.93 $229K - $296K
IDU
Ishares Tr U S Utils ETF

ETFs
Q1 2020 Filed on May 15, 2020
1,442
$56.5 - $88.53 $81.5K - $128K
FSD
First Trust High Income Long/Short Fund

Financial Services
Q1 2020 Filed on May 15, 2020
18,230
$9.68 - $15.97 $176K - $291K
NCR
Ncr Corp

Technology
Q1 2020 Filed on May 15, 2020
6,728
$11.78 - $35.76 $79.3K - $241K
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