Atria Investments LLC Purchases in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.14K
+ 17.45%
$50.1 - $51.02 $257K - $262K
34.6K $1.77M
PTC
Ptc Inc.

Technology
1.06K
+ 23.38%
$136.74 - $173.24 $145K - $184K
5.61K $967K
HSBC
Hsbc Holdings PLC

Financial Services
4K
+ 78.21%
$46.68 - $61.09 $187K - $244K
9.12K $554K
DTM
Dt Midstream, Inc.

Energy
737
+ 5.55%
$87.23 - $109.91 $64.3K - $81K
14K $1.54M
GGG
Graco Inc

Industrials
2.48K
+ 13.21%
$74.02 - $87.26 $183K - $216K
21.2K $1.82M
SJW
Sjw Group

Utilities
5.38K
+ 78.0%
$50.1 - $56.8 $269K - $305K
12.3K $636K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
72
+ 1.71%
$224.32 - $326.09 $16.2K - $23.5K
4.28K $1.39M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
481
+ 1.98%
$59.57 - $75.11 $28.7K - $36.1K
24.8K $1.87M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
5.78K
+ 62.02%
$35.95 - $42.85 $208K - $248K
15.1K $636K
IP
International Paper CO

Consumer Cyclical
6.93K
+ 67.94%
$43.89 - $54.46 $304K - $377K
17.1K $802K
PAYX
Paychex Inc

Industrials
4.76K
+ 9.66%
$137.01 - $159.78 $652K - $761K
54.1K $7.86M
FSLR
First Solar, Inc.

Technology
1.54K
New
$120.38 - $192.98 $185K - $297K
1.54K $254K
SAMT
Advisors Inn.Circle Fd Iii Str
7.33K
New
$27.04 - $34.43 $198K - $252K
7.33K $252K
PCG
Pg&E Corp

Utilities
27.6K
+ 66.9%
$13.55 - $17.87 $375K - $494K
69K $961K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.31K
+ 18.02%
$91.23 - $97.27 $210K - $224K
15.1K $1.47M
MO
Altria Group, Inc.

Consumer Defensive
6.59K
+ 6.68%
$55.56 - $60.91 $366K - $401K
105K $6.17M
PLD
Prologis, Inc.

Real Estate
8.43K
+ 8.82%
$89.76 - $112.34 $757K - $947K
104K $10.9M
FIVE
Five Below, Inc

Consumer Cyclical
422
+ 12.47%
$55.75 - $131.18 $23.5K - $55.4K
3.81K $499K
SR
Spire Inc

Utilities
3.72K
+ 71.92%
$71.03 - $79.07 $264K - $294K
8.9K $649K
UNF
Unifirst Corp

Industrials
800
+ 12.01%
$161.86 - $189.64 $129K - $152K
7.46K $1.4M
EXC
Exelon Corp

Utilities
6.69K
+ 38.28%
$42.2 - $47.37 $282K - $317K
24.2K $1.05M
MMS
Maximus, Inc.

Industrials
3.49K
New
$65.54 - $76.8 $229K - $268K
3.49K $244K
OSK
Oshkosh Corp

Industrials
511
+ 5.36%
$79.17 - $113.62 $40.5K - $58.1K
10K $1.14M
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.76K
New
$37.86 - $43.29 $218K - $249K
5.76K $244K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28.2K
+ 8.15%
$24.32 - $27.87 $686K - $786K
374K $9.92M
FTGC
First Trust Global Tactical CO

ETFs
9.85K
New
$23.09 - $25.91 $227K - $255K
9.85K $243K
AORT
Artivion, Inc.

Healthcare
7.84K
New
$22.19 - $31.19 $174K - $245K
7.84K $243K
CRS
Carpenter Technology Corp

Industrials
877
New
$151.3 - $276.38 $133K - $242K
877 $242K
VC
Visteon Corp

Consumer Cyclical
2.6K
New
$67.04 - $94.19 $174K - $245K
2.6K $242K
FNDE
Schwab Fundamental Emerging Mk

ETFs
7.31K
New
$26.66 - $33.09 $195K - $242K
7.31K $241K
PRK
Park National Corp

Financial Services
1.04K
+ 24.63%
$141.75 - $170.63 $147K - $177K
5.26K $880K
CCL
Carnival Corp

Consumer Cyclical
1.56K
+ 6.87%
$16.43 - $28.12 $25.7K - $44K
24.3K $684K
SATS
Echo Star Corp

Technology
8.69K
New
$15.99 - $28.81 $139K - $250K
8.69K $240K
INTC
Intel Corp

Technology
11.9K
+ 14.38%
$18.13 - $22.69 $215K - $269K
94.5K $2.12M
IBN
Icici Bank LTD

Financial Services
4.53K
+ 11.07%
$30.16 - $34.39 $137K - $156K
45.5K $1.53M
CRDO
Credo Technology Group Holding LTD

Technology
2.59K
New
$33.3 - $95.05 $86.1K - $246K
2.59K $239K
FSTA
Fidelity Covington Tr Msci Con

ETFs
4.69K
New
$47.94 - $52.5 $225K - $246K
4.69K $239K
SONY
Sony Group Corp

Technology
2.67K
+ 1.02%
$21.24 - $26.88 $56.6K - $71.7K
265K $6.91M
FSIG
First Tr ETF Iv LTD Duration I
11.9K
+ 28.59%
$18.77 - $19.14 $224K - $228K
53.7K $1.03M
AVTR
Avantor, Inc.

Basic Materials
21.9K
+ 101.26%
$11.94 - $16.29 $262K - $357K
43.6K $586K
ESLT
Elbit Systems LTD

Industrials
525
New
$364.73 - $454.9 $191K - $239K
525 $235K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
8.4K
New
$26.27 - $28.07 $221K - $236K
8.4K $235K
EUFN
Ishares Msci Europe Financials

ETFs
7.42K
New
$24.77 - $32.27 $184K - $239K
7.42K $234K
UI
Ubiquiti Inc.

Technology
569
New
$273.45 - $456.69 $156K - $260K
569 $234K
JNPR
Juniper Networks Inc

Technology
5.87K
New
$33.93 - $39.93 $199K - $234K
5.87K $234K
CMC
Commercial Metals CO

Basic Materials
3.93K
+ 28.15%
$39.2 - $50.67 $154K - $199K
17.9K $875K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.41K
New
$137.62 - $174.44 $193K - $245K
1.41K $229K
WLK
Westlake Corp

Basic Materials
3K
New
$69.83 - $102.01 $209K - $306K
3K $227K
FYLD
Cambria Foreign Shareholder Yi

ETFs
7.79K
New
$23.46 - $29.42 $183K - $229K
7.79K $227K
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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