Atria Wealth Solutions, Inc. Purchases in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
18.8K
+ 9.57%
$50.06 - $55.0 $943K - $1.04M
216K $10.8M
GWW
W.W. Grainger, Inc.

Industrials
57
+ 2.04%
$1023.06 - $1220.93 $58.3K - $69.6K
2.85K $3.01M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
238
+ 8.99%
$229.83 - $258.46 $54.7K - $61.5K
2.89K $713K
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
24K
New
$4.16 - $4.68 $99.7K - $112K
24K $100K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
1.11K
+ 10.47%
$104.54 - $137.94 $116K - $153K
11.7K $1.42M
DELL
Dell Technologies Inc.

Technology
1.23K
+ 9.33%
$111.96 - $144.21 $137K - $177K
14.4K $1.66M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13
+ 0.54%
$1146.59 - $1270.6 $14.9K - $16.5K
2.44K $2.89M
EPAM
Epam Systems, Inc.

Technology
524
+ 38.39%
N/A
1.89K $350K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
1.46K
+ 4.03%
$45.35 - $47.21 $66.3K - $69K
37.7K $1.76M
PRI
Primerica, Inc.

Financial Services
338
+ 41.73%
$265.71 - $304.93 $89.8K - $103K
1.15K $311K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
10
+ 0.5%
$338.38 - $446.21 $3.38K - $4.46K
2.01K $874K
ALLY
Ally Financial Inc.

Financial Services
2.4K
+ 12.11%
$34.12 - $39.98 $81.9K - $96K
22.2K $799K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
8.46K
+ 41.31%
$14.98 - $16.73 $127K - $141K
28.9K $433K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
10.4K
+ 25.99%
$11.12 - $11.98 $115K - $124K
50.3K $567K
K
Kellogg CO

Consumer Defensive
1.11K
+ 16.21%
$80.34 - $81.29 $89.5K - $90.6K
7.99K $646K
FDLO
Fidelity Covington Tr Low Vola

ETFs
1.58K
+ 25.79%
$60.24 - $63.08 $94.9K - $99.4K
7.68K $465K
PLL
Piedmont Lithium Inc.

Basic Materials
10.4K
New
$8.46 - $14.46 $87.7K - $150K
10.4K $90K
EPI
Wisdomtree Tr India Earnings F

ETFs
6.81K
+ 16.25%
$45.09 - $50.08 $307K - $341K
48.7K $2.2M
OXLC
Oxford Lane Capital Corp.

Financial Services
19.2K
+ 29.64%
$5.05 - $5.45 $97.1K - $105K
84.1K $426K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.46K
+ 8.42%
$47.71 - $49.76 $69.4K - $72.4K
18.7K $917K
KR
Kroger CO

Consumer Defensive
257
+ 1.39%
$55.21 - $63.3 $14.2K - $16.3K
18.7K $1.14M
NGD
New Gold Inc.

Basic Materials
35K
New
$2.47 - $3.08 $86.5K - $108K
35K $86K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
13K
New
$6.37 - $7.15 $82.6K - $92.7K
13K $86K
PSI
Invesco Exchange Traded Fd Tr

ETFs
1.31K
+ 6.34%
$53.26 - $60.98 $70K - $80.1K
22.1K $1.28M
FSMD
Fidelity Covington Tr Small Mi

ETFs
2.04K
+ 25.45%
$40.75 - $44.85 $83.3K - $91.6K
10.1K $415K
FNDX
Schwab Fundamental U S Large C

ETFs
52.7K
+ 217.59%
$23.49 - $71.77 $1.24M - $3.78M
77K $1.82M
CW
Curtiss Wright Corp

Industrials
105
+ 6.3%
$335.08 - $389.49 $35.2K - $40.9K
1.77K $628K
PEAK
Healthpeak Properties, Inc.

Real Estate
4.16K
+ 6.59%
N/A
67.3K $1.28M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
11.1K
New
$5.7 - $8.27 $63.4K - $92K
11.1K $75K
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.34K
+ 9.33%
$60.1 - $66.4 $80.5K - $89K
15.7K $949K
FNDA
Schwab Fundamental U S Small C

ETFs
35.1K
+ 108.23%
$29.26 - $59.11 $1.03M - $2.07M
67.5K $2.01M
VALE
Vale S.A.

Basic Materials
12.8K
+ 92.17%
$8.74 - $11.78 $112K - $151K
26.7K $236K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
10.6K
+ 36.24%
$11.91 - $14.14 $127K - $150K
40K $489K
DSL
Double Line Income Solutions Fund

Financial Services
8.5K
+ 10.28%
$12.32 - $13.0 $105K - $110K
91.2K $1.15M
FID
First Tr Exchange Trded Fd Vi

ETFs
8.05K
+ 17.7%
$16.06 - $17.64 $129K - $142K
53.5K $871K
BRSP
Bright Spire Capital, Inc.

Real Estate
12.9K
New
$5.25 - $6.43 $67.5K - $82.6K
12.9K $72K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.54K
+ 17.12%
$54.15 - $58.81 $83.3K - $90.5K
10.5K $571K
NOCT
Innovator Growth 100 Power Buf

ETFs
1.23K
+ 20.17%
$49.49 - $52.11 $60.6K - $63.8K
7.3K $374K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
5.54K
+ 3.99%
$24.55 - $25.16 $136K - $139K
144K $3.56M
OPRA
Opera LTD

Communication Services
1.8K
+ 17.48%
$14.49 - $20.22 $26.1K - $36.4K
12.1K $229K
GOLD
Barrick Gold Corp

Basic Materials
10.8K
+ 48.12%
$15.23 - $21.19 $165K - $230K
33.4K $517K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
4
+ 0.04%
$57.27 - $71.33 $229 - $285
10.3K $670K
LUMN
Lumen Technologies, Inc.

Communication Services
13K
New
$5.31 - $10.12 $69.2K - $132K
13K $69K
OC
Owens Corning

Industrials
521
+ 16.09%
$169.41 - $210.81 $88.3K - $110K
3.76K $640K
ALB
Albemarle Corp

Basic Materials
2.72K
+ 14.08%
$86.08 - $111.3 $234K - $303K
22K $1.9M
WSO
Watsco Inc

Industrials
197
+ 13.97%
$466.57 - $568.78 $91.9K - $112K
1.61K $761K
MCI
Barings Corporate Investors

Financial Services
1.99K
+ 3.4%
$18.88 - $20.81 $37.6K - $41.4K
60.4K $1.23M
IAG
Iamgold Corp

Basic Materials
13.2K
New
$4.54 - $6.15 $59.8K - $81K
13.2K $67K
ANVS
Annovis Bio, Inc.

Healthcare
13K
New
$4.37 - $9.87 $56.8K - $128K
13K $65K
Activity Summary
Buys All Purchases 1036 New Holdings 206 Increased Positions 830 Sells All Sells 796 Reductions 796 Sold out 0 Options Calls 22 Puts 5
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