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
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
4.55K
+ 4.19%
$13.12 - $13.68 $59.7K - $62.3K
113K $1.51M
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.9K
+ 11.85%
$26.61 - $29.85 $77.1K - $86.5K
27.4K $739K
ODFL
Old Dominion Freight Line, Inc.

Industrials
249
+ 22.41%
$176.4 - $231.84 $43.9K - $57.7K
1.36K $239K
REKR
Rekor Systems, Inc.

Technology
10K
New
$0.81 - $1.86 $8.1K - $18.6K
10K $18K
SOHO
Sotherly Hotels Inc.

Real Estate
10.1K
New
N/A
10.1K $18K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
707
+ 0.83%
$15.9 - $17.05 $11.2K - $12.1K
86.3K $1.44M
HUBB
Hubbell Inc

Industrials
82
+ 4.67%
$418.89 - $472.12 $34.3K - $38.7K
1.84K $769K
CMF
Ishares California Muni Bond E

ETFs
468
+ 4.05%
$56.66 - $58.1 $26.5K - $27.2K
12K $688K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
223
+ 7.26%
$105.45 - $117.99 $23.5K - $26.3K
3.3K $349K
VTHR
Vanguard Russell 3000 ETF

ETFs
28
+ 1.67%
$251.33 - $271.45 $7.04K - $7.6K
1.71K $442K
HDB
Hdfc Bank LTD

Financial Services
79
+ 1.06%
$59.45 - $68.01 $4.7K - $5.37K
7.55K $482K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1
+ 0.01%
$42.89 - $48.05 $42.9 - $48.1
11.4K $513K
YJUN
First Tr Exchange Traded Fd Vi
1.68K
+ 9.61%
$21.53 - $22.81 $36.3K - $38.4K
19.2K $414K
GAB
Gabelli Equity Trust Inc

Financial Services
4.51K
+ 4.98%
$5.36 - $5.83 $24.2K - $26.3K
95.1K $511K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
3.02K
+ 7.93%
$14.82 - $15.89 $44.7K - $48K
41.1K $609K
CHD
Church & Dwight CO Inc

Consumer Defensive
110
+ 0.92%
$99.11 - $112.25 $10.9K - $12.3K
12.1K $1.27M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.94K
+ 2.32%
$174.22 - $187.62 $338K - $364K
85.5K $15M
TXN
Texas Instruments Inc

Technology
58
+ 0.24%
N/A
24.1K $4.69M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
2.53K
+ 4.05%
$9.64 - $10.11 $24.4K - $25.6K
65.1K $638K
ORCC
Owl Rock Capital Corp

Financial Services
685
+ 1.05%
N/A
65.9K $882K
EXR
Extra Space Storage Inc.

Real Estate
2.32K
+ 21.03%
$142.35 - $178.32 $330K - $413K
13.3K $1.99M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
156
+ 5.04%
N/A
3.25K $210K
PPA
Invesco Exchange Traded Fd Tr

ETFs
152
+ 0.5%
$113.79 - $124.5 $17.3K - $18.9K
30.7K $3.52M
JPSE
J P Morgan Diversified Return

ETFs
705
+ 3.42%
$46.77 - $51.7 $33K - $36.4K
21.3K $1M
ITM
Vaneck Intermediate Muni ETF

ETFs
296
+ 6.94%
$45.56 - $46.97 $13.5K - $13.9K
4.56K $210K
AEE
Ameren Corp

Utilities
3
+ 0.06%
$85.81 - $94.98 $257 - $285
5.1K $454K
ORI
Old Republic International Corp

Financial Services
34
+ 0.39%
$34.4 - $38.98 $1.17K - $1.33K
8.73K $316K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
3
+ 0.04%
$46.53 - $49.91 $140 - $150
8.28K $398K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
136
+ 4.15%
$84.54 - $91.18 $11.5K - $12.4K
3.41K $289K
WES
Western Midstream Partners, LP

Energy
97
+ 1.2%
$35.7 - $40.71 $3.46K - $3.95K
8.15K $313K
IXC
Ishares Tr Global Energy ETF

ETFs
507
+ 8.29%
$36.95 - $43.06 $18.7K - $21.8K
6.62K $252K
PASG
Passage Bio, Inc.

Healthcare
10K
New
$0.47 - $1.13 $4.7K - $11.3K
10K $5K
ROST
Ross Stores, Inc.

Consumer Cyclical
9
+ 0.22%
$138.59 - $156.61 $1.25K - $1.41K
4.17K $630K
BDX
Becton Dickinson & CO

Healthcare
645
+ 6.44%
$220.02 - $243.75 $142K - $157K
10.7K $2.42M
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.05K
+ 2.58%
$35.95 - $36.76 $37.6K - $38.5K
41.6K $1.5M
DUHP
Dimensional ETF Tr Dimensional

ETFs
336
+ 1.25%
$33.62 - $35.69 $11.3K - $12K
27.2K $918K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
93
+ 0.99%
$67.57 - $76.22 $6.28K - $7.09K
9.5K $656K
GBF
Ishares Tr

ETFs
129
+ 6.81%
$101.93 - $106.84 $13.1K - $13.8K
2.02K $206K
PECO
Phillips Edison & Company, Inc.

Real Estate
568
+ 0.85%
$35.96 - $39.8 $20.4K - $22.6K
67.7K $2.54M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
160
+ 1.0%
$9.32 - $10.4 $1.49K - $1.66K
16.1K $157K
SKX
Skechers Usa Inc

Consumer Cyclical
43
+ 1.38%
$59.24 - $72.0 $2.55K - $3.1K
3.15K $211K
SPXC
Spx Corp

Industrials
169
+ 11.28%
$143.2 - $181.56 $24.2K - $30.7K
1.67K $242K
CET
Central Securities Corp

Financial Services
84
+ 1.3%
$45.38 - $49.1 $3.81K - $4.12K
6.53K $298K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
580
+ 4.32%
$48.18 - $50.13 $27.9K - $29.1K
14K $675K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
328
+ 1.04%
$50.23 - $50.47 $16.5K - $16.6K
31.9K $1.6M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
983
+ 4.6%
$12.32 - $13.02 $12.1K - $12.8K
22.3K $275K
CION
Cion Investment Corp

Financial Services
3.24K
+ 4.61%
$11.25 - $12.08 $36.5K - $39.2K
73.6K $838K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3.47K
+ 3.42%
$15.05 - $16.03 $52.2K - $55.6K
105K $1.6M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
3.58K
+ 3.48%
$3.86 - $4.04 $13.8K - $14.5K
107K $419K
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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