Atria Investments LLC Purchases in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MBSD
Flexshares Tr Disciplined Dura

ETFs
3.13K
+ 11.71%
$20.29 - $20.82 $63.4K - $65.1K
29.8K $617K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
5.47K
+ 11.51%
$12.23 - $15.46 $66.9K - $84.6K
53K $801K
SHEL
Shell PLC

Energy
3.39K
+ 5.65%
$59.75 - $73.05 $202K - $247K
63.3K $4.46M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.48K
+ 8.09%
$32.56 - $35.71 $113K - $124K
46.5K $1.54M
CARG
Car Gurus, Inc.

Communication Services
809
+ 9.68%
$25.19 - $33.64 $20.4K - $27.2K
9.17K $306K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
30
+ 0.58%
$97.68 - $121.38 $2.93K - $3.64K
5.24K $636K
BL
Blackline, Inc.

Technology
316
+ 5.66%
$42.27 - $58.22 $13.4K - $18.4K
5.9K $333K
KNSL
Kinsale Capital Group, Inc.

Financial Services
146
+ 5.16%
$419.99 - $501.97 $61.3K - $73.3K
2.98K $1.44M
FXH
First Tr Exchange Trd Fd Healt

ETFs
592
+ 16.27%
$93.63 - $103.68 $55.4K - $61.4K
4.23K $438K
WTTR
Select Energy Services, Inc.

Energy
10.6K
+ 65.43%
$7.3 - $10.83 $77.1K - $114K
26.7K $230K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.29K
+ 22.33%
$46.41 - $47.7 $59.9K - $61.5K
7.07K $335K
ALGN
Align Technology Inc

Healthcare
74
+ 4.93%
$144.32 - $190.42 $10.7K - $14.1K
1.58K $298K
EBC
Eastern Bankshares, Inc.

Financial Services
5.92K
+ 22.02%
$14.18 - $16.5 $83.9K - $97.6K
32.8K $500K
CBOE
Cboe Global Markets, Inc.

Financial Services
162
+ 5.09%
$205.81 - $234.23 $33.3K - $37.9K
3.34K $779K
AGCO
Agco Corp

Industrials
205
+ 5.82%
$75.77 - $108.43 $15.5K - $22.2K
3.73K $384K
KBR
Kbr, Inc.

Industrials
1.66K
+ 12.6%
$46.2 - $56.12 $76.8K - $93.3K
14.9K $712K
CRC
California Resources Corp

Energy
1.03K
+ 20.32%
$32.4 - $47.27 $33.2K - $48.5K
6.08K $277K
WERN
Werner Enterprises Inc

Industrials
2.74K
+ 26.61%
$24.66 - $30.08 $67.5K - $82.3K
13K $356K
WEX
Wex Inc.

Technology
759
+ 13.76%
$113.47 - $161.8 $86.1K - $123K
6.28K $921K
RVLV
Revolve Group, Inc.

Consumer Cyclical
3.7K
+ 25.81%
$17.07 - $22.57 $63.1K - $83.4K
18K $361K
OGS
One Gas, Inc.

Utilities
1.05K
+ 18.47%
$71.59 - $81.38 $75.5K - $85.8K
6.76K $485K
NICE
Nice Ltd.

Technology
180
+ 11.17%
$141.3 - $178.32 $25.4K - $32.1K
1.79K $302K
TROW
Price T Rowe Group Inc

Financial Services
207
+ 2.93%
$80.27 - $98.06 $16.6K - $20.3K
7.27K $701K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.29K
+ 2.46%
$7.69 - $11.46 $9.88K - $14.7K
53.5K $613K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.16K
+ 12.42%
$10.8 - $16.92 $23.3K - $36.5K
19.5K $268K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
444
+ 4.45%
$37.51 - $45.52 $16.7K - $20.2K
10.4K $471K
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.66K
+ 18.61%
$30.29 - $30.83 $50.4K - $51.3K
10.6K $326K
TECH
Bio Techne Corp

Healthcare
1.77K
+ 31.07%
$46.66 - $58.38 $82.8K - $104K
7.48K $385K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
332
+ 13.28%
$78.85 - $101.3 $26.2K - $33.6K
2.83K $279K
MAIN
Main Street Capital Corp

Financial Services
296
+ 2.34%
$49.15 - $59.32 $14.5K - $17.6K
12.9K $765K
UHS
Universal Health Services Inc

Healthcare
307
+ 27.88%
$157.05 - $197.94 $48.2K - $60.8K
1.41K $255K
NOVT
Novanta Inc

Technology
305
+ 11.19%
N/A
3.03K $478K
VVV
Valvoline Inc

Energy
404
+ 3.91%
$31.48 - $38.2 $12.7K - $15.4K
10.7K $406K
ITRN
Ituran Location & Control Ltd.

Technology
532
+ 5.06%
$31.71 - $39.25 $16.9K - $20.9K
11K $427K
FBT
First Trust Nyse Arca Biotechn

ETFs
567
+ 11.32%
$145.67 - $165.99 $82.6K - $94.1K
5.58K $899K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
780
+ 3.61%
$36.2 - $38.97 $28.2K - $30.4K
22.4K $872K
LVHD
Franklin U.S. Low Volatility H

ETFs
1.29K
+ 25.31%
$37.37 - $40.85 $48.3K - $52.8K
6.4K $255K
H
Hyatt Hotels Corp

Consumer Cyclical
81
+ 4.09%
$104.22 - $139.65 $8.44K - $11.3K
2.06K $288K
BLDR
Builders First Source, Inc.

Industrials
641
+ 17.51%
$105.63 - $131.12 $67.7K - $84K
4.3K $502K
MT
Arcelor Mittal

Basic Materials
767
+ 10.65%
$23.47 - $31.65 $18K - $24.3K
7.97K $251K
IDA
Idacorp Inc

Utilities
442
+ 4.73%
$111.01 - $119.72 $49.1K - $52.9K
9.79K $1.13M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
1.9K
+ 13.3%
$23.36 - $24.11 $44.3K - $45.7K
16.1K $384K
AVXL
Anavex Life Sciences Corp.

Healthcare
3.41K
+ 18.21%
$7.37 - $9.63 $25.1K - $32.8K
22.1K $203K
NUVB
Nuvation Bio Inc.

Healthcare
21.6K
New
$1.66 - $2.53 $35.9K - $54.7K
21.6K $42K
ALTL
Pacer Lunt Large Cap Altenator

Technology
212
+ 1.74%
$31.72 - $37.66 $6.72K - $7.98K
12.4K $467K
FMF
First Trust Managed Futures St

ETFs
1.18K
+ 8.68%
$44.79 - $46.43 $52.8K - $54.7K
14.8K $667K
COLB
Columbia Banking System, Inc.

Financial Services
3.85K
+ 11.7%
$20.71 - $25.63 $79.7K - $98.6K
36.8K $859K
PATK
Patrick Industries Inc

Consumer Cyclical
112
+ 3.03%
$74.33 - $93.03 $8.32K - $10.4K
3.81K $351K
VERU
Veru Inc.

Healthcare
29K
+ 11.46%
$0.49 - $0.7 $14.2K - $20.3K
282K $163K
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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