Atria Investments LLC Purchases in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OTEX
Open Text Corp

Technology
10.3K
New
$23.04 - $29.2 $238K - $302K
10.3K $301K
JEF
Jefferies Financial Group Inc.

Financial Services
5.52K
New
$41.06 - $56.09 $227K - $309K
5.52K $301K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.08K
+ 10.68%
$144.63 - $179.53 $156K - $194K
11.2K $1.84M
GVA
Granite Construction Inc

Industrials
3.22K
New
$71.89 - $93.51 $231K - $301K
3.22K $300K
SNX
Td Synnex Corp

Technology
1.3K
+ 33.78%
$95.81 - $137.79 $125K - $179K
5.16K $699K
IAUM
I Shares Gold Trust Micro

ETFs
9.08K
New
$29.65 - $34.24 $269K - $311K
9.08K $299K
CWT
California Water Service Group

Utilities
6.58K
New
$44.67 - $51.36 $294K - $338K
6.58K $299K
BIO
Bio Rad Laboratories, Inc.

Healthcare
1.25K
+ 64.1%
$216.56 - $256.68 $270K - $320K
3.2K $771K
SSB
South State Corp

Financial Services
3.3K
+ 36.61%
$80.59 - $94.67 $266K - $312K
12.3K $1.13M
AWR
American States Water CO

Utilities
3.89K
New
$75.1 - $81.3 $292K - $316K
3.89K $297K
NOK
Nokia Corp

Technology
57.4K
+ 214.66%
$4.65 - $5.43 $267K - $311K
84.1K $435K
REXR
Rexford Industrial Realty, Inc.

Real Estate
8.95K
+ 131.27%
$31.57 - $39.41 $282K - $353K
15.8K $560K
TU
Telus Corp

Communication Services
18.3K
New
$13.82 - $16.49 $253K - $301K
18.3K $293K
BMI
Badger Meter Inc

Technology
564
+ 19.99%
$170.72 - $254.17 $96.3K - $143K
3.39K $829K
DBX
Dropbox, Inc.

Technology
10.2K
New
$25.42 - $29.7 $259K - $303K
10.2K $291K
MTZ
Mastec Inc

Industrials
589
+ 16.67%
$106.07 - $171.99 $62.5K - $101K
4.12K $702K
IESC
Ies Holdings, Inc.

Industrials
982
New
$160.58 - $296.23 $158K - $291K
982 $290K
MKL
Markel Corp

Financial Services
45
+ 2.87%
$1678.5 - $1997.36 $75.5K - $89.9K
1.61K $3.22M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.83K
+ 11.26%
$72.12 - $76.23 $276K - $292K
37.8K $2.87M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
1.8K
+ 4.71%
$56.27 - $73.32 $101K - $132K
40K $2.91M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
3.64K
New
$63.06 - $78.98 $229K - $287K
3.64K $287K
FSV
First Service Corp

Real Estate
1.52K
+ 61.7%
$158.93 - $179.74 $241K - $273K
3.98K $695K
JBT
John Bean Technologies Corp

Industrials
2.27K
+ 45.59%
N/A
7.26K $913K
WWW
Wolverine World Wide Inc

Consumer Cyclical
7.85K
+ 22.9%
$10.07 - $18.79 $79K - $147K
42.1K $761K
WDC
Western Digital Corp

Technology
4.46K
New
$30.54 - $63.99 $136K - $286K
4.46K $285K
ATR
Aptargroup, Inc.

Healthcare
1.73K
+ 91.97%
$133.66 - $158.53 $231K - $274K
3.61K $564K
STNE
Stone Co Ltd.

Technology
11.3K
+ 60.94%
$10.43 - $16.04 $118K - $181K
29.8K $477K
FOX
Fox Corp Cl B (De)

Communication Services
5.47K
New
$43.81 - $53.0 $240K - $290K
5.47K $282K
IJK
Ishares S&P Midcap 400 Growth

ETFs
96
+ 0.27%
$73.7 - $90.98 $7.08K - $8.73K
35.5K $3.23M
TEF
Telefonica S A

Communication Services
53.7K
New
$4.37 - $5.39 $235K - $290K
53.7K $281K
EWY
Ishares Inc Msci South Korea E

ETFs
3.9K
New
$48.92 - $72.65 $191K - $284K
3.9K $280K
TD
Toronto Dominion Bank

Financial Services
2.57K
+ 38.64%
$55.71 - $73.45 $143K - $189K
9.23K $678K
FANG
Diamondback Energy, Inc.

Energy
7.85K
+ 22.08%
$119.25 - $161.49 $936K - $1.27M
43.4K $5.97M
SWIM
Latham Group, Inc.

Industrials
43.8K
New
$4.72 - $6.76 $207K - $296K
43.8K $279K
MTG
Mgic Investment Corp

Financial Services
10K
New
$22.43 - $28.1 $225K - $281K
10K $278K
URTH
Ishares Msci World ETF

ETFs
1.63K
New
$136.3 - $169.38 $222K - $276K
1.63K $276K
ESE
Esco Technologies Inc

Technology
1.11K
+ 57.85%
$139.86 - $194.5 $156K - $216K
3.04K $582K
CWCO
Consolidated Water Co. Ltd.

Utilities
5.09K
+ 22.96%
$22.81 - $30.14 $116K - $153K
27.2K $817K
TXT
Textron Inc

Industrials
2.67K
+ 36.01%
$60.72 - $80.34 $162K - $215K
10.1K $809K
AVDE
American Centy ETF Tr Avantis

ETFs
3.2K
+ 67.5%
$59.32 - $74.36 $190K - $238K
7.94K $587K
HMN
Horace Mann Educators Corp

Financial Services
6.35K
New
$38.84 - $43.99 $246K - $279K
6.35K $272K
HUBS
Hubspot Inc

Technology
573
+ 17.69%
$487.07 - $672.24 $279K - $385K
3.81K $2.12M
FTA
First Tr Large Cap Value

ETFs
2.48K
+ 6.15%
$67.12 - $78.63 $166K - $195K
42.8K $3.36M
ROK
Rockwell Automation, Inc

Industrials
240
+ 9.34%
$218.97 - $332.17 $52.6K - $79.7K
2.81K $933K
WPM
Wheaton Precious Metals Corp.

Basic Materials
3K
New
$70.56 - $92.75 $212K - $279K
3K $269K
CI
Cigna Corp

Healthcare
725
+ 4.08%
$301.89 - $340.04 $219K - $247K
18.5K $6.11M
MEG
Montrose Environmental Group, Inc.

Industrials
12.2K
New
$10.74 - $23.62 $131K - $287K
12.2K $266K
PSO
Pearson PLC

Communication Services
20.1K
+ 62.02%
$14.41 - $16.64 $290K - $335K
52.6K $784K
AFRM
Affirm Holdings, Inc.

Technology
3.84K
New
$35.75 - $69.14 $137K - $265K
3.84K $265K
Activity Summary
Buys All Purchases 1158 New Holdings 211 Increased Positions 947 Sells All Sells 817 Reductions 817 Sold out 0 Options Calls 0 Puts 0
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