Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ITRN
Ituran Location & Control Ltd.

Technology
3.8K
+ 56.6%
$31.47 - $43.91 $120K - $167K
10.5K $380K
UTZ
Utz Brands, Inc.

Consumer Defensive
12.1K
New
$13.18 - $15.15 $160K - $184K
12.1K $170K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
2.07K
+ 12.39%
$83.91 - $90.87 $174K - $188K
18.8K $1.6M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
11.5K
New
$14.03 - $17.33 $161K - $199K
11.5K $169K
SKY
Skyline Champion Corp

Consumer Cyclical
1.51K
+ 40.53%
$85.72 - $108.14 $129K - $163K
5.24K $496K
AN
Autonation, Inc.

Consumer Cyclical
1.18K
+ 38.78%
$156.67 - $195.15 $185K - $230K
4.22K $683K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
8.23K
+ 20.92%
$14.13 - $16.72 $116K - $138K
47.5K $735K
PEN
Penumbra Inc

Healthcare
516
+ 55.36%
$237.28 - $303.76 $122K - $157K
1.45K $387K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
450
+ 62.5%
$272.79 - $355.88 $123K - $160K
1.17K $387K
IMKTA
Ingles Markets Inc

Consumer Defensive
2.46K
+ 29.5%
$59.95 - $67.47 $147K - $166K
10.8K $701K
ANIK
Anika Therapeutics, Inc.

Healthcare
11K
New
$15.03 - $17.97 $165K - $197K
11K $164K
IMXI
International Money Express, Inc.

Technology
13K
New
$12.62 - $21.21 $164K - $275K
13K $163K
CMS
Cms Energy Corp

Utilities
132
+ 0.73%
$64.99 - $75.11 $8.58K - $9.91K
18.1K $1.36M
ACIW
Aci Worldwide, Inc.

Technology
1.85K
+ 8.94%
$50.38 - $57.35 $93.2K - $106K
22.5K $1.23M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.33K
+ 5.74%
$42.3 - $53.69 $56K - $71.1K
24.4K $1.27M
NOMD
Nomad Foods LTD

Consumer Defensive
5.53K
+ 32.38%
$15.61 - $20.54 $86.3K - $114K
22.6K $444K
FXO
First Tr Exchange Traded Fd Fi

ETFs
3.44K
+ 15.91%
$50.93 - $57.24 $175K - $197K
25.1K $1.33M
ELAN
Elanco Animal Health Inc

Healthcare
23.9K
+ 40.66%
$10.04 - $12.47 $240K - $298K
82.7K $868K
SEIC
Sei Investments CO

Financial Services
4.27K
+ 11.84%
$72.08 - $86.58 $308K - $369K
40.3K $3.13M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
820
+ 9.81%
$98.98 - $113.18 $81.2K - $92.8K
9.18K $1.04M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.39K
+ 36.86%
$100.59 - $103.47 $140K - $144K
5.15K $533K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.95K
+ 6.26%
$22.11 - $22.43 $132K - $133K
101K $2.27M
DGX
Quest Diagnostics Inc

Healthcare
1.11K
+ 16.69%
N/A
7.74K $1.06M
NOV
Nov Inc.

Energy
7.95K
+ 17.15%
$13.99 - $16.43 $111K - $131K
54.3K $826K
TWLO
Twilio Inc

Communication Services
2K
+ 44.31%
$94.9 - $148.35 $190K - $297K
6.52K $638K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.11K
+ 2.6%
$25.05 - $25.16 $128K - $128K
201K $5.07M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.2K
+ 47.2%
$39.65 - $43.35 $127K - $139K
9.97K $419K
MU
Micron Technology Inc

Technology
1.01K
+ 4.81%
$86.89 - $109.38 $87.9K - $111K
22.1K $1.92M
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.9K
+ 11.91%
$173.56 - $210.67 $504K - $612K
27.3K $4.74M
QFIN
360 Digi Tech, Inc.

Financial Services
682
+ 3.92%
$36.09 - $48.12 $24.6K - $32.8K
18.1K $812K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5.77K
+ 6.2%
$22.77 - $22.94 $131K - $132K
98.8K $2.27M
ESS
Essex Property Trust, Inc.

Real Estate
514
+ 17.82%
N/A
3.4K $927K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.81K
+ 5.8%
$23.29 - $23.38 $135K - $136K
106K $2.48M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.53K
+ 5.97%
$48.02 - $53.02 $266K - $293K
98.2K $4.86M
CFG
Citizens Financial Group Inc

Financial Services
5.66K
+ 17.1%
$39.73 - $48.36 $225K - $274K
38.8K $1.59M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.06K
+ 13.4%
$23.32 - $23.84 $141K - $145K
51.3K $1.2M
AVNT
Avient Corp

Basic Materials
5.11K
+ 37.25%
$36.91 - $44.21 $188K - $226K
18.8K $699K
PHYS
Sprott Physical Gold Trust

Financial Services
1.69K
+ 6.83%
$20.25 - $24.06 $34.3K - $40.7K
26.5K $636K
DFAE
Dimensional ETF Tr

ETFs
127
+ 0.05%
$24.64 - $26.86 $3.13K - $3.41K
252K $6.52M
GTN
Gray Television Inc

Communication Services
16.5K
+ 29.46%
$3.21 - $5.19 $53K - $85.6K
72.5K $313K
BDX
Becton Dickinson & CO

Healthcare
412
+ 2.23%
$222.79 - $249.08 $91.8K - $103K
18.9K $4.33M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
2.99K
+ 45.65%
$49.85 - $56.22 $149K - $168K
9.53K $483K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
895
+ 23.71%
$74.5 - $92.3 $66.7K - $82.6K
4.67K $426K
PODD
Insulet Corp

Healthcare
468
+ 7.75%
$237.06 - $288.29 $111K - $135K
6.5K $1.71M
FTA
First Tr Large Cap Value

ETFs
1.58K
+ 4.08%
$74.42 - $80.34 $118K - $127K
40.3K $3.09M
INDA
Ishares Msci India Index Fund

ETFs
3.31K
+ 9.97%
$47.8 - $53.4 $158K - $177K
36.5K $1.88M
TIGR
Up Fintech Holding LTD

Financial Services
2.92K
+ 5.88%
$5.76 - $9.69 $16.8K - $28.3K
52.5K $451K
BCPC
Balchem Corp

Basic Materials
732
+ 31.42%
$154.22 - $176.16 $113K - $129K
3.06K $508K
RWL
Invesco Exchange Traded Fd Tr

ETFs
982
+ 4.52%
$96.9 - $104.39 $95.2K - $103K
22.7K $2.26M
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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