Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLB
Select Sector Spdr Fd Material

ETFs
265
+ 1.82%
$83.19 - $90.99 $22K - $24.1K
14.8K $1.27M
MFG
Mizuho Financial Group Inc

Financial Services
134
+ 0.17%
$4.83 - $6.04 $647 - $809
79.8K $439K
DAN
Dana Inc

Consumer Cyclical
1.08K
+ 5.54%
$11.27 - $16.88 $12.2K - $18.3K
20.7K $275K
INT
World Fuel Services Corp

Energy
2.21K
+ 6.81%
N/A
34.7K $761K
VMI
Valmont Industries Inc

Industrials
315
+ 16.6%
$285.37 - $376.98 $89.9K - $119K
2.21K $631K
MQ
Marqeta, Inc.

Technology
8.66K
+ 22.92%
$3.51 - $4.57 $30.4K - $39.6K
46.4K $191K
CLVT
Clarivate PLC

Technology
12.2K
New
$3.93 - $5.66 $48.1K - $69.3K
12.2K $48K
NYT
New York Times CO

Communication Services
1.17K
+ 28.11%
$46.9 - $55.89 $54.8K - $65.3K
5.33K $264K
GIL
Gildan Activewear Inc.

Consumer Cyclical
1.71K
+ 17.45%
$44.19 - $55.09 $75.7K - $94.4K
11.5K $510K
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.9K
+ 5.58%
$21.75 - $24.28 $433K - $484K
377K $8.32M
ABEV
Ambev S.A.

Consumer Defensive
7.76K
+ 12.59%
$1.77 - $2.37 $13.7K - $18.4K
69.4K $161K
ROK
Rockwell Automation, Inc

Industrials
407
+ 18.82%
$255.29 - $303.75 $104K - $124K
2.57K $664K
ROLL
Rbc Bearings Inc

Industrials
186
+ 2.47%
N/A
7.71K $1.9M
VBTX
Veritex Holdings, Inc.

Financial Services
2.58K
+ 31.19%
$23.47 - $27.67 $60.5K - $71.3K
10.8K $270K
ASND
Ascendis Pharma A/S

Healthcare
9
+ 0.37%
$119.49 - $168.84 $1.08K - $1.52K
2.45K $381K
ENR
Energizer Holdings, Inc.

Industrials
3.4K
+ 30.12%
$29.28 - $35.79 $99.7K - $122K
14.7K $439K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
4.11K
+ 30.67%
$16.61 - $20.29 $68.3K - $83.4K
17.5K $290K
SLGN
Silgan Holdings Inc

Consumer Cyclical
942
+ 18.59%
$48.82 - $56.15 $46K - $52.9K
6.01K $307K
TFLO
Ishares Treasury Floating Rate

ETFs
6
+ 0.0%
$50.48 - $50.68 $303 - $304
223K $11.3M
UBSI
United Bankshares Inc

Financial Services
4.35K
+ 11.61%
$34.03 - $39.27 $148K - $171K
41.8K $1.45M
SPG
Simon Property Group Inc

Real Estate
1.15K
+ 4.76%
$159.48 - $187.78 $183K - $215K
25.2K $4.18M
CVLT
Commvault Systems Inc

Technology
142
+ 4.81%
$146.82 - $187.9 $20.8K - $26.7K
3.09K $487K
RIG
Transocean Ltd.

Energy
13.3K
New
$2.67 - $4.28 $35.4K - $56.7K
13.3K $42K
SCCO
Southern Copper Corp

Basic Materials
231
+ 2.68%
$85.92 - $101.48 $19.8K - $23.4K
8.86K $827K
NSA
National Storage Affiliates Trust

Real Estate
799
+ 13.99%
$35.92 - $39.59 $28.7K - $31.6K
6.51K $256K
WAL
Western Alliance Bancorporation

Financial Services
1.47K
+ 13.43%
$72.65 - $94.0 $107K - $138K
12.4K $952K
CF
Cf Industries Holdings, Inc.

Basic Materials
1.49K
+ 13.96%
$75.03 - $97.25 $112K - $145K
12.2K $951K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
3.53K
+ 21.08%
$30.79 - $38.48 $109K - $136K
20.3K $646K
PFG
Principal Financial Group Inc

Financial Services
143
+ 3.64%
$76.34 - $89.04 $10.9K - $12.7K
4.07K $343K
FIX
Comfort Systems Usa Inc

Industrials
785
+ 37.26%
$313.26 - $550.27 $246K - $432K
2.89K $932K
CRVL
Corvel Corp

Financial Services
254
+ 1.79%
$103.48 - $128.46 $26.3K - $32.6K
14.5K $1.62M
CDNS
Cadence Design Systems Inc

Technology
2.57K
+ 19.3%
$233.96 - $324.52 $600K - $833K
15.9K $4.03M
PPA
Invesco Exchange Traded Fd Tr

ETFs
281
+ 9.69%
$113.59 - $123.29 $31.9K - $34.6K
3.18K $370K
MTDR
Matador Resources CO

Energy
1.57K
+ 19.2%
$44.79 - $63.77 $70.4K - $100K
9.76K $498K
CPNG
Coupang, Inc.

Consumer Cyclical
1.72K
+ 7.37%
$21.34 - $25.52 $36.8K - $44K
25.1K $550K
WTTR
Select Energy Services, Inc.

Energy
6.06K
+ 60.04%
$9.37 - $14.56 $56.7K - $88.2K
16.1K $169K
PSA
Public Storage

Real Estate
121
+ 2.36%
$288.99 - $313.98 $35K - $38K
5.25K $1.57M
WEX
Wex Inc.

Technology
776
+ 16.37%
$148.29 - $186.78 $115K - $145K
5.52K $866K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
2.39K
+ 29.52%
$31.92 - $38.83 $76.4K - $93K
10.5K $347K
KB
Kb Financial Group Inc.

Financial Services
906
+ 16.92%
$53.14 - $62.87 $48.1K - $57K
6.26K $338K
PSLV
Sprott Physical Silver Trust

Financial Services
457
+ 3.21%
$9.86 - $11.68 $4.51K - $5.34K
14.7K $170K
WCC
Wesco International Inc

Industrials
601
+ 25.37%
$155.3 - $199.95 $93.3K - $120K
2.97K $461K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
1.58K
+ 13.45%
$19.8 - $19.97 $31.4K - $31.6K
13.4K $265K
ATEC
Alphatec Holdings, Inc.

Healthcare
918
+ 3.89%
$9.06 - $12.53 $8.32K - $11.5K
24.5K $248K
PAC
Pacific Airport Group

Industrials
101
+ 8.65%
$178.82 - $203.81 $18.1K - $20.6K
1.27K $235K
CYBR
Cyber Ark Software Ltd.

Technology
43
+ 1.24%
$312.8 - $414.31 $13.5K - $17.8K
3.5K $1.18M
LGOV
First Tr ETF Iv Long Duration

ETFs
206
+ 0.51%
$20.41 - $21.7 $4.2K - $4.47K
40.3K $865K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
1.77K
+ 13.16%
$20.96 - $26.08 $37K - $46.1K
15.2K $342K
AES
Aes Corp

Utilities
6.4K
+ 5.75%
$9.93 - $13.23 $63.6K - $84.7K
118K $1.46M
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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