Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INVH
Invitation Homes Inc.

Real Estate
2.1K
+ 11.19%
$30.28 - $34.85 $63.7K - $73.3K
20.9K $728K
BECN
Beacon Roofing Supply Inc

Industrials
113
+ 2.21%
$100.48 - $123.86 $11.4K - $14K
5.22K $645K
INTA
Intapp, Inc.

Technology
2.58K
+ 63.01%
$57.21 - $74.1 $147K - $191K
6.67K $389K
FEM
First Trust Emerging Markets A

ETFs
2.95K
+ 4.22%
$21.28 - $23.9 $62.7K - $70.4K
72.7K $1.66M
TREX
Trex CO Inc

Industrials
3.59K
+ 47.25%
$54.0 - $74.44 $194K - $267K
11.2K $649K
VXF
Vanguard Extended Market ETF

ETFs
2.34K
+ 14.9%
$170.36 - $201.04 $398K - $469K
18K $3.1M
SON
Sonoco Products CO

Consumer Cyclical
3.64K
+ 12.15%
$44.71 - $49.22 $163K - $179K
33.6K $1.59M
WBS
Webster Financial Corp

Financial Services
3.84K
+ 18.58%
$47.55 - $61.41 $183K - $236K
24.5K $1.26M
THG
Hanover Insurance Group, Inc.

Financial Services
352
+ 11.25%
$147.13 - $174.61 $51.8K - $61.5K
3.48K $605K
SAIC
Science Applications International Corp

Technology
1.07K
+ 30.08%
$95.77 - $119.82 $102K - $128K
4.61K $517K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
5.68K
+ 16.65%
$20.08 - $21.07 $114K - $120K
39.8K $809K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
2.52K
+ 2.91%
$48.29 - $51.95 $122K - $131K
89.2K $4.42M
IDV
Ishares Tr

ETFs
1.13K
+ 4.82%
$27.0 - $31.7 $30.5K - $35.9K
24.6K $762K
VIAV
Viavi Solutions Inc.

Technology
10.8K
New
$9.71 - $12.8 $105K - $138K
10.8K $120K
ICLR
Icon PLC

Healthcare
2.59K
+ 26.95%
$174.99 - $222.58 $454K - $577K
12.2K $2.14M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
5.11K
+ 49.38%
$21.73 - $23.02 $111K - $118K
15.4K $348K
IFF
International Flavors & Fragrances Inc

Basic Materials
1.77K
+ 60.97%
$76.48 - $87.72 $135K - $155K
4.67K $362K
IAK
Ishares Tr

ETFs
187
+ 2.32%
$121.85 - $137.9 $22.8K - $25.8K
8.25K $1.14M
SBAC
Sba Communications Corp

Real Estate
234
+ 5.9%
$192.76 - $224.91 $45.1K - $52.6K
4.2K $924K
KT
Kt Corp

Communication Services
3.18K
+ 11.63%
$15.57 - $18.63 $49.5K - $59.2K
30.5K $540K
KHC
Kraft Heinz CO

Consumer Defensive
4.08K
+ 12.15%
$28.51 - $32.22 $116K - $132K
37.7K $1.15M
SJM
J M Smucker CO

Consumer Defensive
430
+ 5.5%
$100.41 - $118.41 $43.2K - $50.9K
8.24K $975K
PAVE
Global X Fds Us Infrastructure

ETFs
6.23K
+ 13.91%
$37.31 - $43.82 $232K - $273K
51K $1.92M
PID
Invesco Exchange Traded Fd Tr

ETFs
6.43K
+ 4.71%
N/A
143K $2.55M
NKE
Nike, Inc.

Consumer Cyclical
12.8K
+ 22.35%
$63.29 - $81.72 $807K - $1.04M
69.8K $4.43M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.8K
+ 5.65%
$64.88 - $72.1 $766K - $851K
221K $14.5M
JD
Jd.Com, Inc.

Consumer Cyclical
1.4K
+ 16.25%
$33.1 - $45.21 $46.2K - $63.1K
9.98K $410K
LPX
Louisiana Pacific Corp

Industrials
3.21K
+ 20.31%
$89.37 - $118.15 $286K - $379K
19K $1.75M
FR
First Industrial Realty Trust Inc

Real Estate
1.47K
+ 17.46%
$48.46 - $57.99 $71K - $85K
9.86K $532K
EWJ
Ishares Msci Japan ETF

ETFs
1.21K
+ 6.12%
$65.24 - $71.7 $79K - $86.8K
21K $1.44M
AKAM
Akamai Technologies Inc

Technology
1.23K
+ 22.32%
N/A
6.72K $610K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
13.8K
New
$7.15 - $8.48 $98.5K - $117K
13.8K $111K
VOYA
Voya Financial, Inc.

Financial Services
1.74K
+ 25.44%
$65.1 - $75.67 $113K - $132K
8.58K $581K
FINV
Fin Volution Group

Financial Services
11.5K
New
$6.58 - $10.72 $75.3K - $123K
11.5K $110K
CWK
Cushman & Wakefield PLC

Real Estate
10.7K
New
$10.19 - $13.87 $109K - $149K
10.7K $109K
NMIH
Nmi Holdings, Inc.

Financial Services
3.19K
+ 42.09%
$34.46 - $39.13 $110K - $125K
10.8K $387K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.86K
+ 9.55%
$26.63 - $26.75 $103K - $103K
44.3K $1.18M
SJW
Sjw Group

Utilities
1.41K
+ 25.66%
$45.47 - $55.8 $64K - $78.6K
6.9K $377K
GRFS
Grifols Sa

Healthcare
16.5K
+ 48.95%
$6.62 - $8.71 $109K - $144K
50.3K $357K
WY
Weyerhaeuser CO

Real Estate
3.25K
+ 35.21%
$27.29 - $31.39 $88.7K - $102K
12.5K $365K
HEI
Heico Corp

Industrials
230
+ 15.65%
$219.6 - $270.85 $50.5K - $62.3K
1.7K $454K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1.09K
+ 11.75%
$65.49 - $74.67 $71.2K - $81.2K
10.3K $740K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
4.27K
+ 30.23%
$26.82 - $28.5 $114K - $122K
18.4K $501K
ADC
Agree Realty Corp

Real Estate
295
+ 2.43%
$68.36 - $77.19 $20.2K - $22.8K
12.4K $958K
USFR
Wisdomtree Floating Rate Treas

ETFs
2.05K
+ 4.17%
$50.29 - $50.5 $103K - $103K
51.1K $2.57M
HAS
Hasbro, Inc.

Consumer Cyclical
1.2K
+ 23.04%
$56.16 - $69.06 $67.1K - $82.5K
6.38K $392K
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.41K
+ 24.01%
$33.57 - $37.22 $81K - $89.8K
12.5K $446K
AGM
Federal Agricultural Mortgage Corp

Financial Services
1.02K
+ 10.68%
$182.78 - $209.07 $187K - $214K
10.6K $1.99M
STAG
Stag Industrial, Inc.

Real Estate
761
+ 2.44%
$32.39 - $37.07 $24.6K - $28.2K
32K $1.16M
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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