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
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
6
+ 0.16%
$77.43 - $89.47 $465 - $537
3.75K $292K
FLNG
Flex Lng Ltd.

Energy
666
+ 3.05%
$21.13 - $26.93 $14.1K - $17.9K
22.5K $515K
NNN
National Retail Properties, Inc.

Real Estate
106
+ 1.8%
$39.77 - $49.34 $4.22K - $5.23K
6.01K $245K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
72
+ 0.12%
$9.77 - $10.51 $703 - $757
58.4K $570K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.51K
+ 21.04%
$72.97 - $96.75 $110K - $146K
8.7K $646K
MDT
Medtronic PLC

Healthcare
11.4K
+ 12.14%
$79.61 - $92.24 $911K - $1.06M
106K $8.45M
NOVA
Sunnova Energy International Inc.

Technology
11.4K
+ 85.27%
$3.14 - $9.1 $35.9K - $104K
24.8K $85K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
7
+ 0.04%
$20.68 - $23.73 $145 - $166
17.8K $371K
VPU
Vanguard Utilities ETF

ETFs
5.77K
+ 6.17%
$160.52 - $179.11 $925K - $1.03M
99.2K $16.2M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
96
+ 1.71%
$56.18 - $67.64 $5.39K - $6.49K
5.71K $324K
ECL
Ecolab Inc.

Basic Materials
830
+ 6.82%
$234.32 - $261.43 $194K - $217K
13K $3.05M
COPX
Global X Copper Miners ETF

ETFs
15
+ 0.21%
$38.17 - $48.57 $573 - $729
7.2K $274K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
464
+ 1.86%
$31.92 - $36.14 $14.8K - $16.8K
25.4K $810K
AOS
Smith A O Corp

Industrials
410
+ 9.58%
$68.02 - $88.94 $27.9K - $36.5K
4.69K $319K
FNDF
Schwab Fundamental Intl Large

ETFs
739
+ 3.38%
$32.92 - $37.15 $24.3K - $27.5K
22.6K $750K
TDG
Trans Digm Group Inc

Industrials
35
+ 5.04%
$1239.0 - $1442.53 $43.4K - $50.5K
729 $923K
TXG
10x Genomics, Inc.

Healthcare
943
+ 9.58%
$13.18 - $21.31 $12.4K - $20.1K
10.8K $154K
HCA
Hca Healthcare, Inc.

Healthcare
946
+ 28.58%
$297.52 - $415.61 $281K - $393K
4.26K $1.28M
AZN
Astrazeneca PLC

Healthcare
6.97K
+ 16.18%
$63.2 - $79.58 $441K - $555K
50K $3.28M
VT
Vanguard Total World Stk Index

ETFs
135
+ 0.32%
$117.09 - $123.07 $15.8K - $16.6K
42K $4.93M
NVS
Novartis Ag

Healthcare
3.58K
+ 14.85%
$96.78 - $117.18 $347K - $420K
27.7K $2.7M
SIL
Global X Silver Miners ETF

ETFs
1.33K
+ 3.5%
$31.61 - $41.98 $42.1K - $55.9K
39.4K $1.25M
MRNA
Moderna, Inc.

Healthcare
1.69K
+ 27.77%
$36.85 - $63.93 $62.4K - $108K
7.8K $324K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
58
+ 0.8%
$64.28 - $76.45 $3.73K - $4.43K
7.34K $472K
AWK
American Water Works Company, Inc.

Utilities
1.77K
+ 12.42%
$123.83 - $146.07 $219K - $258K
16K $1.99M
AEP
American Electric Power CO Inc

Utilities
2.94K
+ 8.36%
$90.91 - $102.21 $267K - $301K
38.1K $3.52M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
181
+ 1.19%
$115.56 - $130.43 $20.9K - $23.6K
15.4K $1.78M
BHK
Blackrock Core Bond Trust

Financial Services
500
+ 0.8%
$10.39 - $12.03 $5.2K - $6.02K
62.7K $655K
IGRO
Ishares Tr International Divid

ETFs
658
+ 3.08%
$67.76 - $74.48 $44.6K - $49K
22K $1.5M
PSLV
Sprott Physical Silver Trust

Financial Services
471
+ 0.37%
$9.65 - $11.76 $4.55K - $5.54K
129K $1.24M
SA
Seabridge Gold Inc

Basic Materials
3.03K
+ 11.44%
$11.27 - $20.51 $34.1K - $62.1K
29.5K $336K
BCE
Bce Inc

Communication Services
2.86K
+ 18.43%
$22.53 - $34.84 $64.5K - $99.7K
18.4K $426K
AGNC
Agnc Investment Corp.

Real Estate
43.1K
+ 10.52%
$9.21 - $10.59 $397K - $456K
453K $4.17M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.94K
+ 7.91%
$64.62 - $71.43 $255K - $282K
53.8K $3.48M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
4.18K
+ 3.1%
$40.33 - $42.34 $169K - $177K
139K $5.61M
TSCO
Tractor Supply CO

Consumer Cyclical
30.9K
+ 414.78%
$52.59 - $303.74 $1.63M - $9.39M
38.4K $2.04M
CARR
Carrier Global Corp

Industrials
3.48K
+ 11.5%
$66.69 - $82.65 $232K - $287K
33.7K $2.3M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
799
+ 1.37%
$33.43 - $36.52 $26.7K - $29.2K
59K $1.99M
MTD
Mettler Toledo International Inc

Healthcare
3
+ 0.52%
$1160.67 - $1498.12 $3.48K - $4.49K
575 $703K
CI
Cigna Corp

Healthcare
1K
+ 16.07%
$265.59 - $358.58 $266K - $359K
7.22K $1.99M
LPG
Dorian Lpg Ltd.

Energy
5.37K
+ 18.11%
$22.69 - $36.35 $122K - $195K
35K $853K
MPW
Medical Properties Trust Inc

Real Estate
2.95K
+ 2.72%
$3.72 - $5.77 $11K - $17K
111K $440K
IAC
Iac/Inter Active Corp

Communication Services
200
+ 0.99%
$41.75 - $55.1 $8.35K - $11K
20.4K $880K
VLO
Valero Energy Corp

Energy
749
+ 3.08%
$118.59 - $144.02 $88.8K - $108K
25K $3.07M
ADI
Analog Devices Inc

Technology
43
+ 0.34%
$206.35 - $236.48 $8.87K - $10.2K
12.9K $2.73M
SO
Southern CO

Utilities
7.39K
+ 6.98%
$81.5 - $94.15 $602K - $696K
113K $9.33M
SWK
Stanley Black & Decker, Inc.

Industrials
112
+ 1.27%
$79.07 - $109.36 $8.86K - $12.2K
8.96K $719K
UL
Unilever PLC

Consumer Defensive
5.2K
+ 7.49%
$56.7 - $64.64 $295K - $336K
74.6K $4.23M
STX
Seagate Technology Holdings PLC

Technology
2.34K
+ 10.97%
$86.31 - $112.64 $202K - $264K
23.7K $2.04M
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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