Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RMD
Resmed Inc

Healthcare
180
+ 8.55%
$219.7 - $257.65 $39.5K - $46.4K
2.29K $511K
BALL
Ball Corp

Consumer Cyclical
1.57K
+ 8.15%
$49.04 - $56.53 $76.8K - $88.5K
20.8K $1.08M
USPH
U S Physical Therapy Inc

Healthcare
1.73K
+ 29.58%
$71.93 - $90.88 $124K - $157K
7.57K $547K
SWX
Southwest Gas Holdings, Inc.

Utilities
327
+ 7.1%
$68.42 - $78.18 $22.4K - $25.6K
4.93K $354K
IGF
Ishares Global Infrastructure

ETFs
262
+ 4.77%
$51.96 - $54.84 $13.6K - $14.4K
5.75K $314K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
2.53K
+ 12.23%
$8.17 - $10.63 $20.7K - $26.9K
23.2K $214K
BBD
Bank Bradesco

Financial Services
12.8K
New
$1.85 - $2.32 $23.7K - $29.8K
12.8K $28K
STT
State Street Corp

Financial Services
1.22K
+ 12.71%
$84.47 - $102.23 $103K - $124K
10.8K $965K
PCVX
Vaxcyte, Inc.

Healthcare
3.64K
+ 145.71%
$37.76 - $92.13 $137K - $335K
6.13K $231K
RY
Royal Bank Of Canada

Financial Services
365
+ 19.03%
$108.81 - $123.4 $39.7K - $45K
2.28K $257K
HAL
Halliburton CO

Energy
2.84K
+ 10.98%
$24.15 - $29.9 $68.5K - $84.8K
28.7K $727K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
6.66K
+ 17.95%
$76.24 - $95.41 $508K - $635K
43.8K $3.41M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
409
+ 14.0%
$218.17 - $305.86 $89.2K - $125K
3.33K $735K
CERT
Certara, Inc.

Healthcare
3.47K
+ 24.51%
$9.9 - $14.25 $34.3K - $49.4K
17.6K $174K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
343
+ 14.35%
$166.63 - $185.86 $57.2K - $63.7K
2.73K $455K
VLY
Valley National Bancorp

Financial Services
3.56K
+ 7.57%
$8.56 - $10.42 $30.4K - $37K
50.5K $448K
NOVT
Novanta Inc

Technology
139
+ 5.37%
N/A
2.73K $430K
VB
Vanguard Small Cap ETF

ETFs
4.65K
+ 8.54%
$217.89 - $252.64 $1.01M - $1.18M
59.1K $13.1M
TCOM
Trip.Com Group LTD

Consumer Cyclical
1K
+ 12.12%
$56.68 - $73.5 $56.9K - $73.8K
9.29K $590K
CSB
Victory Portf Ii Shs Us Small

ETFs
1.14K
+ 5.26%
$55.62 - $62.03 $63.1K - $70.4K
22.7K $1.3M
SNEX
Stone X Group Inc.

Financial Services
2.84K
+ 31.53%
$76.12 - $126.89 $216K - $361K
11.9K $905K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
3.96K
+ 12.31%
$40.67 - $48.92 $161K - $194K
36.1K $1.47M
AOS
Smith A O Corp

Industrials
1.43K
+ 5.52%
$65.16 - $72.69 $93.2K - $104K
27.3K $1.79M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
508
+ 2.5%
$20.2 - $22.24 $10.3K - $11.3K
20.9K $448K
TAXF
American Centy ETF Tr Diversif

ETFs
1.97K
+ 1.69%
$49.19 - $50.86 $97K - $100K
119K $5.88M
MEDP
Medpace Holdings, Inc.

Healthcare
297
+ 11.6%
$304.69 - $360.97 $90.5K - $107K
2.86K $870K
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
290
+ 2.61%
$14.5 - $18.07 $4.21K - $5.24K
11.4K $190K
TOST
Toast, Inc.

Technology
2.46K
+ 12.87%
$32.61 - $41.98 $80.2K - $103K
21.6K $715K
GPS
Gap Inc

Consumer Cyclical
933
+ 5.37%
N/A
18.3K $369K
FANG
Diamondback Energy, Inc.

Energy
969
+ 2.8%
$139.9 - $180.18 $136K - $175K
35.6K $5.69M
ZECP
Zacks Tr Earnings Constant Por

ETFs
933
+ 3.61%
$29.24 - $32.07 $27.3K - $29.9K
26.8K $805K
CBRE
Cbre Group, Inc.

Real Estate
259
+ 0.9%
$121.79 - $147.13 $31.5K - $38.1K
29.1K $3.8M
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
1.98K
+ 9.49%
$8.25 - $8.59 $16.3K - $17K
22.8K $193K
ON
On Semiconductor Corp

Technology
6.65K
+ 59.13%
$40.69 - $64.51 $271K - $429K
17.9K $728K
WAT
Waters Corp

Healthcare
67
+ 2.23%
$362.16 - $417.28 $24.3K - $28K
3.08K $1.13M
MGK
Vanguard Mega Cap Growth ETF

ETFs
975
+ 11.88%
$307.43 - $357.48 $300K - $349K
9.19K $2.84M
TROW
Price T Rowe Group Inc

Financial Services
1.48K
+ 26.6%
$91.57 - $116.93 $136K - $174K
7.06K $648K
MASI
Masimo Corp

Healthcare
91
+ 4.49%
$163.55 - $190.63 $14.9K - $17.3K
2.12K $352K
RL
Ralph Lauren Corp

Consumer Cyclical
176
+ 8.45%
$215.68 - $286.74 $38K - $50.5K
2.26K $498K
TM
Toyota Motor Corp

Consumer Cyclical
373
+ 13.45%
$176.53 - $195.35 $65.8K - $72.9K
3.15K $555K
OWL
Blue Owl Capital Inc.

Financial Services
3.07K
+ 21.96%
$18.49 - $26.68 $56.7K - $81.9K
17K $341K
VSH
Vishay Intertechnology Inc

Technology
2.27K
+ 12.05%
$15.9 - $19.1 $36K - $43.3K
21.1K $334K
REXR
Rexford Industrial Realty, Inc.

Real Estate
346
+ 5.35%
$37.17 - $41.44 $12.9K - $14.3K
6.82K $266K
HLMN
Hillman Solutions Corp.

Industrials
9.56K
+ 13.15%
$8.69 - $10.5 $83.1K - $100K
82.3K $723K
WU
Western Union CO

Financial Services
1.48K
+ 13.45%
$10.24 - $11.62 $15.1K - $17.2K
12.5K $131K
CBU
Community Bank System, Inc.

Financial Services
993
+ 11.23%
$56.08 - $67.99 $55.7K - $67.5K
9.83K $559K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
656
+ 2.25%
$22.19 - $22.84 $14.6K - $15K
29.9K $670K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
51
+ 0.64%
$32.74 - $36.2 $1.67K - $1.85K
7.97K $278K
VERU
Veru Inc.

Healthcare
81.5K
+ 47.49%
$0.45 - $1.28 $36.7K - $104K
253K $124K
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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