Atria Investments LLC Purchases in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ICUI
Icu Medical Inc

Healthcare
717
+ 49.38%
$127.74 - $151.04 $91.6K - $108K
2.17K $286K
AVO
Mission Produce, Inc.

Consumer Defensive
4.87K
+ 21.07%
$9.74 - $12.56 $47.4K - $61.1K
28K $327K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
615
+ 13.17%
$89.4 - $99.04 $55K - $60.9K
5.29K $511K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
5.55K
+ 23.9%
$8.48 - $11.94 $47.1K - $66.3K
28.8K $298K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
2.19K
+ 14.77%
$78.57 - $89.09 $172K - $195K
17K $1.36M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.42K
+ 3.38%
$22.3 - $22.57 $76.2K - $77.1K
104K $2.35M
TMP
Tompkins Financial Corp

Financial Services
1.36K
+ 22.67%
$55.65 - $65.06 $75.7K - $88.5K
7.36K $461K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.04K
+ 1.01%
$24.94 - $25.42 $51K - $52K
204K $5.19M
ABCB
Ameris Bancorp

Financial Services
69
+ 0.63%
$50.69 - $64.92 $3.5K - $4.48K
11K $714K
EQH
Equitable Holdings, Inc.

Financial Services
1.03K
+ 17.15%
$43.98 - $56.1 $45.3K - $57.8K
7.04K $395K
GBCI
Glacier Bancorp, Inc.

Financial Services
2.31K
+ 13.95%
$37.85 - $44.51 $87.3K - $103K
18.8K $811K
CX
Cemex Sab De Cv

Basic Materials
11.4K
New
$5.02 - $7.19 $57.2K - $82K
11.4K $79K
SWX
Southwest Gas Holdings, Inc.

Utilities
897
+ 18.18%
$66.91 - $76.44 $60K - $68.6K
5.83K $433K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.48K
+ 3.52%
$22.81 - $22.97 $79.4K - $79.9K
102K $2.34M
FHB
First Hawaiian, Inc.

Financial Services
2.25K
+ 5.03%
$21.14 - $24.96 $47.6K - $56.2K
47K $1.17M
GTN
Gray Television Inc

Communication Services
13.8K
+ 19.09%
$3.2 - $4.64 $44.3K - $64.2K
86.3K $391K
APPF
Appfolio Inc

Technology
178
+ 4.87%
$192.02 - $234.65 $34.2K - $41.8K
3.83K $881K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
2.14K
+ 21.1%
$22.01 - $27.62 $47.1K - $59.1K
12.3K $339K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.37K
+ 3.18%
$23.29 - $23.38 $78.5K - $78.8K
109K $2.56M
KGC
Kinross Gold Corp

Basic Materials
2.08K
+ 14.23%
$11.79 - $15.85 $24.5K - $32.9K
16.7K $260K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
689
+ 1.14%
$85.42 - $94.39 $58.9K - $65K
61.4K $5.76M
RLI
Rli Corp

Financial Services
2.96K
+ 17.58%
$71.27 - $80.82 $211K - $239K
19.8K $1.43M
TRU
Trans Union

Industrials
373
+ 4.18%
$69.26 - $91.89 $25.8K - $34.3K
9.31K $818K
SSNC
Ss&C Technologies Holdings Inc

Technology
1.07K
+ 6.38%
$71.96 - $83.42 $76.9K - $89.2K
17.8K $1.48M
PRGS
Progress Software Corp

Technology
118
+ 2.15%
$54.68 - $64.66 $6.45K - $7.63K
5.61K $358K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
5.36K
+ 25.89%
$22.66 - $26.12 $121K - $140K
26.1K $638K
VLUE
Ishares Msci Usa Value Factor

ETFs
286
+ 4.26%
$93.5 - $113.21 $26.7K - $32.4K
7K $792K
FTSD
Franklin ETF Tr Liberty Short

ETFs
823
+ 13.79%
$90.19 - $91.19 $74.2K - $75K
6.79K $617K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.15K
+ 26.27%
$22.43 - $23.23 $70.5K - $73.1K
15.1K $351K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.47K
+ 12.33%
$50.52 - $50.92 $74K - $74.6K
13.3K $679K
PINC
Premier, Inc.

Healthcare
371
+ 1.49%
$18.94 - $23.3 $7.03K - $8.64K
25.3K $555K
OSCV
Opus Small Cap Value ETF

ETFs
1.09K
+ 3.9%
$31.34 - $36.29 $34K - $39.4K
28.9K $1.04M
FTLS
First Tr Long/Short Equity ETF

ETFs
722
+ 6.35%
$60.06 - $66.28 $43.4K - $47.9K
12.1K $801K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.52K
+ 23.74%
$48.46 - $50.2 $73.7K - $76.3K
7.92K $393K
R
Ryder System Inc

Industrials
116
+ 3.33%
$130.14 - $160.88 $15.1K - $18.7K
3.6K $572K
FCNCA
First Citizens Bancshares Inc

Financial Services
21
+ 6.91%
$1561.69 - $1966.55 $32.8K - $41.3K
325 $635K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
840
+ 3.14%
$22.61 - $26.12 $19K - $21.9K
27.6K $721K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.4K
+ 3.3%
$29.0 - $30.68 $69.6K - $73.6K
75.2K $2.31M
FCN
Fti Consulting, Inc

Industrials
605
+ 5.76%
$152.87 - $168.51 $92.5K - $102K
11.1K $1.79M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
1.24K
+ 8.14%
$20.4 - $25.29 $25.2K - $31.3K
16.4K $412K
SON
Sonoco Products CO

Consumer Cyclical
4.44K
+ 13.22%
$40.6 - $47.93 $180K - $213K
38K $1.66M
VSH
Vishay Intertechnology Inc

Technology
4.42K
+ 21.01%
$10.57 - $15.97 $46.8K - $70.6K
25.5K $404K
CSGS
Csg Systems International Inc

Technology
677
+ 13.02%
$56.51 - $66.33 $38.3K - $44.9K
5.88K $383K
VOYA
Voya Financial, Inc.

Financial Services
577
+ 6.72%
$54.27 - $71.0 $31.3K - $41K
9.16K $650K
USPH
U S Physical Therapy Inc

Healthcare
298
+ 3.94%
$65.08 - $79.84 $19.4K - $23.8K
7.87K $615K
LUMN
Lumen Technologies, Inc.

Communication Services
9.11K
+ 14.66%
$3.07 - $4.51 $28K - $41.1K
71.2K $311K
IDCC
Inter Digital, Inc.

Communication Services
104
+ 4.07%
$183.37 - $234.7 $19.1K - $24.4K
2.66K $596K
BDN
Brandywine Realty Trust

Real Estate
20.1K
+ 18.54%
$3.5 - $4.58 $70.2K - $91.9K
128K $550K
SPSC
Sps Commerce Inc

Technology
270
+ 3.08%
$121.61 - $152.67 $32.8K - $41.2K
9.05K $1.23M
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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