Atria Wealth Solutions, Inc. Incresed Positions in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
58.9K
+ 20.76%
$10.7 - $11.74 $631K - $692K
343K $3.71M
IWV
Ishares Russell 3000 ETF

ETFs
948
+ 9.13%
$323.08 - $349.08 $306K - $331K
11.3K $3.79M
MELI
Mercadolibre Inc

Consumer Cyclical
558
+ 35.03%
$1666.0 - $2117.3 $930K - $1.18M
2.15K $3.66M
SLB
Schlumberger Limited

Energy
13.1K
+ 41.44%
$36.83 - $45.59 $484K - $599K
44.8K $1.72M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
46.5K
+ 168.73%
$8.61 - $9.3 $400K - $432K
74K $640K
CVS
Cvs Health Corp

Healthcare
23.8K
+ 62.25%
$43.78 - $67.46 $1.04M - $1.61M
62.2K $2.79M
FDX
Fedex Corp

Industrials
1.03K
+ 8.57%
$260.5 - $305.15 $268K - $314K
13K $3.67M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.34K
+ 5.97%
$116.4 - $138.52 $156K - $185K
23.7K $3M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
9.3K
+ 11.63%
$30.04 - $32.01 $279K - $298K
89.3K $2.81M
ARKQ
Ark Autonomous Technology & Ro

ETFs
4.06K
+ 106.95%
$60.57 - $82.2 $246K - $334K
7.86K $606K
FLRN
Spdr Bloomberg Investment Grad

ETFs
12.2K
+ 19.77%
$30.67 - $30.84 $374K - $376K
73.8K $2.27M
PAA
Plains All American Pipeline LP

Energy
22K
+ 30.69%
$16.27 - $18.67 $357K - $410K
93.6K $1.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.44K
+ 6.1%
$77.86 - $79.27 $502K - $511K
112K $8.74M
ARES
Ares Management Corp

Financial Services
1.7K
+ 67.39%
$153.38 - $183.7 $261K - $312K
4.23K $747K
KMB
Kimberly Clark Corp

Consumer Defensive
7.36K
+ 13.49%
$130.37 - $146.09 $960K - $1.08M
61.9K $8.12M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
16.3K
+ 12.66%
$20.98 - $21.19 $342K - $345K
145K $3.05M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
7.67K
+ 71.79%
$44.2 - $49.46 $339K - $379K
18.3K $839K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
7.08K
+ 18.49%
$43.97 - $45.33 $311K - $321K
45.4K $2.04M
NI
Nisource Inc.

Utilities
8.75K
+ 86.87%
$33.74 - $38.25 $295K - $335K
18.8K $692K
FPE
First Tr Pfd Secs & Income ETF

ETFs
23.1K
+ 14.1%
$17.65 - $18.18 $407K - $419K
187K $3.3M
JCI
Johnson Controls International PLC

Industrials
3.93K
+ 16.27%
$74.23 - $86.6 $292K - $341K
28.1K $2.22M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
6.78K
+ 113.82%
$56.27 - $69.89 $382K - $474K
12.7K $722K
DTM
Dt Midstream, Inc.

Energy
2.49K
+ 56.28%
$78.85 - $108.56 $197K - $271K
6.92K $688K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
9.61K
+ 15.15%
$50.14 - $52.56 $482K - $505K
73K $3.67M
JCPB
J P Morgan Exchange Traded Fd

ETFs
12.7K
+ 11.13%
$46.07 - $48.17 $583K - $610K
126K $5.82M
HPQ
Hp Inc

Technology
14.1K
+ 36.02%
$32.46 - $39.3 $458K - $555K
53.3K $1.74M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
9.74K
+ 22.72%
$31.29 - $32.43 $305K - $316K
52.6K $1.69M
CTSH
Cognizant Technology Solutions Corp

Technology
4.34K
+ 136.79%
$74.37 - $82.32 $322K - $357K
7.5K $577K
NOK
Nokia Corp

Technology
74.6K
+ 261.43%
$4.13 - $4.95 $308K - $369K
103K $456K
PM
Philip Morris International Inc.

Consumer Defensive
3.44K
+ 4.31%
$118.38 - $133.06 $408K - $458K
83.3K $10M
SHEL
Shell PLC

Energy
7.22K
+ 19.28%
$60.63 - $70.23 $438K - $507K
44.7K $2.8M
MPLX
Mplx LP

Energy
3.03K
+ 5.56%
$43.77 - $51.66 $132K - $156K
57.4K $2.75M
IR
Ingersoll Rand Inc.

Industrials
4.2K
+ 62.07%
$90.46 - $105.35 $380K - $442K
11K $991K
SONY
Sony Group Corp

Technology
73.6K
+ 451.69%
$17.53 - $96.8 $1.29M - $7.12M
89.9K $1.9M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6.22K
+ 131.51%
$58.46 - $65.6 $364K - $408K
10.9K $640K
NET
Cloudflare, Inc.

Technology
1.56K
+ 26.23%
$78.11 - $117.56 $122K - $183K
7.5K $807K
DOX
Amdocs LTD

Technology
4.46K
+ 18.18%
$82.94 - $92.86 $370K - $414K
29K $2.47M
RWAY
Runway Growth Finance Corp.

Financial Services
26.1K
+ 53.54%
$9.97 - $10.96 $260K - $286K
74.8K $820K
FTHI
First Trust Exchange Traded Fd

ETFs
11.9K
+ 7.36%
$22.89 - $24.02 $272K - $285K
173K $4.03M
SPTS
Spdr Portfolio Short Term Trea

ETFs
11.7K
+ 18.86%
$28.88 - $29.33 $337K - $342K
73.4K $2.13M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
8.07K
+ 26.91%
$42.35 - $47.59 $342K - $384K
38K $1.61M
DLR
Digital Realty Trust, Inc.

Real Estate
168
+ 0.92%
$156.46 - $195.69 $26.3K - $32.9K
18.4K $3.26M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.65K
+ 106.11%
$47.26 - $48.18 $314K - $320K
12.9K $612K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.5K
+ 23.61%
$108.0 - $116.52 $270K - $291K
13.1K $1.47M
GPN
Global Payments Inc

Industrials
2.05K
+ 27.03%
$97.57 - $119.38 $200K - $244K
9.62K $1.08M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
38.8K
+ 30.2%
$10.55 - $11.6 $410K - $451K
167K $1.78M
STWD
Starwood Property Trust, Inc.

Real Estate
20.8K
+ 30.96%
$18.95 - $20.37 $395K - $425K
88.1K $1.67M
NEAR
Blackrock Short Maturity Bond

ETFs
6.09K
+ 39.71%
$50.28 - $51.08 $306K - $311K
21.4K $1.08M
FFIN
First Financial Bankshares Inc

Financial Services
9.06K
+ 26.42%
$35.49 - $43.05 $321K - $390K
43.3K $1.56M
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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