Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.76K
New
$36.88 - $49.3 $213K - $284K
5.76K $212K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
9.34K
New
$21.84 - $23.31 $204K - $218K
9.34K $212K
CMA
Comerica Inc

Financial Services
3.73K
+ 103.38%
$56.11 - $68.38 $209K - $255K
7.33K $433K
KC
Kingsoft Cloud Holdings LTD

Technology
14.7K
New
$9.15 - $20.81 $134K - $305K
14.7K $210K
LVHD
Franklin U.S. Low Volatility H

ETFs
5.11K
New
$37.44 - $41.02 $191K - $210K
5.11K $209K
CACC
Credit Acceptance Corp

Financial Services
221
+ 10.94%
$440.44 - $525.64 $97.3K - $116K
2.24K $1.16M
LBRT
Liberty Energy Inc.

Energy
13.2K
New
$14.13 - $23.12 $186K - $304K
13.2K $208K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
13.2K
+ 5.4%
$55.58 - $62.24 $731K - $819K
257K $14.5M
SPMD
Spdr Portfolio

ETFs
6.31K
+ 19.03%
$50.21 - $57.73 $317K - $364K
39.5K $2.02M
NFG
National Fuel Gas CO

Energy
2.61K
New
$60.71 - $79.19 $158K - $207K
2.61K $206K
PHR
Phreesia, Inc.

Healthcare
8.04K
New
$21.97 - $30.01 $177K - $241K
8.04K $205K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
4.58K
+ 2.78%
$29.72 - $31.94 $136K - $146K
169K $5.22M
EXC
Exelon Corp

Utilities
1.48K
+ 9.23%
$37.3 - $46.08 $55.1K - $68K
17.5K $804K
HELE
Helen Of Troy LTD

Consumer Defensive
3.8K
New
$50.39 - $66.75 $191K - $254K
3.8K $203K
CATY
Cathay General Bancorp

Financial Services
4.73K
New
$42.27 - $48.78 $200K - $231K
4.73K $203K
RLY
Ssga Active ETF Tr

ETFs
3.71K
+ 5.84%
$27.21 - $28.6 $101K - $106K
67.3K $1.92M
CNC
Centene Corp

Healthcare
3.25K
+ 11.36%
$55.93 - $65.89 $182K - $214K
31.9K $1.94M
IYK
Ishares U.S. Consumer Staples

ETFs
2.83K
New
$63.29 - $71.8 $179K - $203K
2.83K $202K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
12.1K
New
$16.23 - $22.23 $197K - $270K
12.1K $202K
ICUI
Icu Medical Inc

Healthcare
1.45K
New
$130.05 - $172.3 $189K - $250K
1.45K $201K
CENTA
Central Garden & Pet Company C

Consumer Defensive
6.15K
New
$29.86 - $34.19 $184K - $210K
6.15K $201K
LRN
Stride, Inc.

Consumer Defensive
924
+ 24.87%
$106.34 - $142.28 $98.3K - $131K
4.64K $586K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
11.7K
+ 53.6%
$12.61 - $14.92 $147K - $174K
33.4K $478K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
4.11K
+ 11.04%
$45.88 - $46.8 $189K - $193K
41.4K $1.91M
WCN
Waste Connections, Inc.

Industrials
57
+ 0.72%
$169.89 - $195.19 $9.68K - $11.1K
7.94K $1.55M
MBLY
Mobileye Global Inc.
13.7K
New
$14.24 - $21.85 $196K - $300K
13.7K $197K
NNN
National Retail Properties, Inc.

Real Estate
4.36K
+ 75.72%
$38.0 - $43.19 $166K - $188K
10.1K $431K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
1.33K
+ 16.9%
$73.71 - $87.55 $97.7K - $116K
9.17K $798K
HUM
Humana Inc

Healthcare
577
+ 15.36%
$249.11 - $303.11 $144K - $175K
4.33K $1.15M
CTSH
Cognizant Technology Solutions Corp

Technology
2.65K
+ 11.04%
$75.32 - $90.7 $199K - $240K
26.6K $2.04M
MMYT
Make My Trip LTD

Consumer Cyclical
2.23K
+ 100.32%
N/A
4.45K $383K
XLC
Select Sector Spdr Tr Communic

ETFs
2.26K
+ 3.04%
$94.84 - $105.31 $214K - $238K
76.8K $7.4M
MTH
Meritage Homes Corp

Consumer Cyclical
5.16K
+ 239.81%
$69.41 - $152.01 $358K - $784K
7.31K $517K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
7.31K
+ 54.54%
$25.93 - $29.28 $190K - $214K
20.7K $562K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
6.47K
+ 41.86%
$26.51 - $28.57 $172K - $185K
21.9K $600K
BWA
Borgwarner Inc

Consumer Cyclical
8.61K
+ 43.76%
$27.78 - $32.9 $239K - $283K
28.3K $810K
HYDB
Ishares Tr Edge High Yield Def

ETFs
3.86K
+ 10.43%
$46.82 - $47.8 $180K - $184K
40.8K $1.92M
IRT
Independence Realty Trust, Inc.

Real Estate
5.98K
+ 14.88%
$18.23 - $21.8 $109K - $130K
46.2K $979K
NTES
Net Ease, Inc.

Communication Services
1.42K
+ 54.97%
$87.72 - $109.14 $124K - $154K
3.99K $410K
ADSK
Autodesk, Inc.

Technology
725
+ 1.97%
N/A
37.6K $9.23M
OKTA
Okta, Inc.

Technology
563
+ 12.61%
$78.83 - $116.72 $44.4K - $65.7K
5.03K $528K
PRI
Primerica, Inc.

Financial Services
175
+ 1.8%
$271.41 - $296.43 $47.5K - $51.9K
9.91K $2.82M
HPE
Hewlett Packard Enterprise CO

Technology
20.9K
+ 84.3%
$14.77 - $24.42 $309K - $511K
45.8K $706K
BRC
Brady Corp

Industrials
2.71K
+ 54.27%
$68.85 - $75.89 $186K - $205K
7.69K $543K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.09K
+ 63.11%
$186.55 - $250.04 $204K - $273K
2.83K $569K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
7.82K
+ 3.15%
$19.96 - $20.4 $156K - $159K
256K $5.13M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.47K
+ 9.81%
$83.18 - $89.27 $205K - $220K
27.6K $2.31M
JMBS
Janus Detroit Str Tr Henderson

ETFs
2.14K
+ 2.89%
$43.53 - $45.42 $92.9K - $97K
76K $3.43M
IR
Ingersoll Rand Inc.

Industrials
3.97K
+ 28.1%
$79.44 - $94.23 $316K - $374K
18.1K $1.45M
Activity Summary
Buys All Purchases 1148 New Holdings 183 Increased Positions 965 Sells All Sells 739 Reductions 739 Sold out 0 Options Calls 0 Puts 0
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