Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
723
+ 5.8%
$662.63 - $776.99 $479K - $562K
13.2K $8.74M
ZTO
Zto Express (Cayman) Inc.

Industrials
4.83K
+ 45.96%
$17.93 - $21.76 $86.6K - $105K
15.3K $304K
IBMO
Ishares Tr Ibonds December 202

ETFs
3.67K
+ 8.58%
$25.45 - $25.6 $93.4K - $94K
46.4K $1.19M
NEO
Neogenomics Inc

Healthcare
10.3K
New
$9.09 - $18.61 $93.7K - $192K
10.3K $97K
MGY
Magnolia Oil & Gas Corp

Energy
2.05K
+ 8.62%
$22.26 - $26.58 $45.6K - $54.4K
25.8K $651K
NOG
Northern Oil & Gas, Inc.

Energy
8.37K
+ 36.83%
$26.89 - $42.07 $225K - $352K
31.1K $939K
ALK
Alaska Air Group, Inc.

Industrials
3K
+ 86.47%
$49.22 - $76.6 $148K - $230K
6.48K $318K
MYGN
Myriad Genetics Inc

Healthcare
10.7K
New
$8.87 - $14.98 $94.7K - $160K
10.7K $94K
BKH
Black Hills Corp

Utilities
1.23K
+ 14.58%
$55.74 - $61.86 $68.3K - $75.8K
9.63K $584K
GS
Goldman Sachs Group Inc

Financial Services
1.32K
+ 5.52%
$524.81 - $672.19 $694K - $889K
25.3K $13.8M
GATX
Gatx Corp

Industrials
559
+ 3.62%
$149.94 - $167.38 $83.8K - $93.6K
16K $2.48M
EVRG
Evergy, Inc.

Utilities
482
+ 6.01%
$59.9 - $69.52 $28.9K - $33.5K
8.5K $585K
CNHI
Cnh Industrial N.V.

Industrials
8.71K
+ 29.53%
N/A
38.2K $398K
TPR
Tapestry, Inc.

Consumer Cyclical
758
+ 10.32%
$65.63 - $89.21 $49.7K - $67.6K
8.1K $570K
OKE
Oneok Inc

Energy
1.26K
+ 4.41%
$89.57 - $109.85 $113K - $138K
29.8K $2.96M
PRVA
Privia Health Group, Inc.

Healthcare
2.23K
+ 15.91%
$19.64 - $25.69 $43.8K - $57.3K
16.2K $364K
CRUS
Cirrus Logic, Inc.

Technology
914
+ 25.61%
$97.89 - $111.4 $89.5K - $102K
4.48K $446K
ERX
Direxion Daily Energy Bull 2 X

ETFs
861
+ 23.86%
$54.72 - $66.61 $47.1K - $57.4K
4.47K $291K
SAN
Banco Santander, S.A.

Financial Services
4.3K
+ 14.85%
$4.46 - $7.14 $19.2K - $30.7K
33.3K $223K
CNMD
Conmed Corp

Healthcare
3.06K
+ 26.0%
$57.6 - $74.0 $176K - $226K
14.8K $894K
VIS
Vanguard Industrial ETF

ETFs
758
+ 5.32%
$243.63 - $273.99 $185K - $208K
15K $3.71M
SR
Spire Inc

Utilities
531
+ 11.44%
$65.62 - $78.25 $34.8K - $41.6K
5.17K $404K
CMI
Cummins Inc

Industrials
1.74K
+ 13.44%
$312.92 - $386.07 $544K - $671K
14.7K $4.6M
VCTR
Victory Capital Holdings, Inc.

Financial Services
2.3K
+ 38.96%
$55.84 - $70.58 $128K - $162K
8.2K $474K
DERM
Journey Medical Corp

Healthcare
1.21K
+ 2.79%
$3.66 - $6.54 $4.44K - $7.94K
44.7K $263K
HYLS
First Tr Tactical High Yield L

ETFs
2.18K
+ 17.39%
$40.95 - $41.77 $89.3K - $91.1K
14.7K $604K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.34K
+ 11.7%
$102.49 - $119.96 $650K - $761K
60.5K $6.33M
CWST
Casella Waste Systems Inc

Industrials
379
+ 4.99%
$104.2 - $115.86 $39.5K - $43.9K
7.98K $889K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.33K
+ 8.83%
$91.76 - $103.26 $122K - $137K
16.4K $1.52M
CRTO
Criteo S.A.

Communication Services
3.54K
+ 36.21%
$34.81 - $45.89 $123K - $162K
13.3K $471K
FV
First Trust Dorsey Wright Focu

ETFs
2.92K
+ 15.97%
$53.91 - $63.03 $158K - $184K
21.2K $1.16M
HOLX
Hologic Inc

Healthcare
4.46K
+ 24.04%
$60.7 - $73.77 $271K - $329K
23K $1.42M
SEE
Sealed Air Corp

Consumer Cyclical
9.21K
+ 24.81%
$28.9 - $35.65 $266K - $328K
46.3K $1.34M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
288
+ 5.18%
$89.88 - $110.11 $25.9K - $31.7K
5.85K $588K
UDR
Udr, Inc.

Real Estate
965
+ 4.42%
$40.09 - $46.04 $38.7K - $44.4K
22.8K $1.03M
FREL
Fidelity Covington Tr Msci Rea

ETFs
2.33K
+ 5.79%
$25.98 - $28.59 $60.6K - $66.7K
42.6K $1.17M
NSP
Insperity, Inc.

Industrials
488
+ 14.85%
$69.6 - $94.21 $34K - $46K
3.78K $336K
TKR
Timken CO

Industrials
1.07K
+ 9.81%
$69.85 - $83.79 $74.5K - $89.3K
11.9K $857K
SNA
Snap On Inc

Industrials
300
+ 3.78%
$324.09 - $358.62 $97.2K - $108K
8.23K $2.77M
MUB
Ishares National Muni Bond ETF

ETFs
1.83K
+ 1.83%
$104.71 - $107.69 $191K - $197K
102K $10.7M
MCHI
Ishares Msci China ETF

ETFs
19
+ 0.18%
$43.71 - $58.65 $830 - $1.11K
10.6K $577K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
1.71K
+ 21.05%
$47.41 - $48.44 $80.9K - $82.6K
9.81K $467K
HLNE
Hamilton Lane Inc

Financial Services
530
+ 16.88%
$137.87 - $170.18 $73.1K - $90.2K
3.67K $545K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.39K
+ 1.98%
$32.5 - $33.3 $45.1K - $46.3K
71.7K $2.38M
WLY
John Wiley & Sons, Inc.

Communication Services
1.55K
+ 10.74%
$37.91 - $46.73 $58.9K - $72.6K
16K $713K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.21K
+ 16.98%
N/A
8.32K $539K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
942
+ 27.17%
$121.0 - $142.28 $114K - $134K
4.41K $548K
SPNS
Sapiens International Corp N V

Technology
2.83K
+ 27.38%
$25.3 - $28.76 $71.6K - $81.4K
13.2K $356K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
1.68K
+ 3.13%
N/A
55.3K $2.54M
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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