Atria Investments LLC Purchases in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYLD
Cambria Shareholder Yld ETF

ETFs
70
+ 2.17%
$68.06 - $76.27 $4.76K - $5.34K
3.3K $225K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
976
+ 5.9%
$19.82 - $21.55 $19.3K - $21K
17.5K $347K
FORM
Formfactor Inc

Technology
27
+ 0.49%
$37.74 - $48.72 $1.02K - $1.32K
5.59K $246K
CALX
Calix, Inc

Technology
469
+ 7.05%
$29.03 - $39.89 $13.6K - $18.7K
7.12K $248K
DAR
Darling Ingredients Inc.

Consumer Defensive
2.04K
+ 9.13%
$33.0 - $43.05 $67.3K - $87.8K
24.4K $821K
CDC
Victory Portfolios Ii Shs Inco

ETFs
51
+ 0.92%
$61.65 - $67.55 $3.14K - $3.45K
5.57K $348K
IMKTA
Ingles Markets Inc

Consumer Defensive
989
+ 13.49%
$60.85 - $75.3 $60.2K - $74.5K
8.32K $536K
LANC
Lancaster Colony Corp

Consumer Defensive
22
+ 0.54%
$172.18 - $200.28 $3.79K - $4.41K
4.08K $706K
GTY
Getty Realty Corp

Real Estate
252
+ 2.37%
$29.81 - $33.31 $7.51K - $8.39K
10.9K $328K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.69K
+ 5.32%
$16.73 - $19.67 $28.2K - $33.2K
33.3K $577K
NVMI
Nova Ltd.

Technology
26
+ 1.66%
$172.39 - $221.56 $4.48K - $5.76K
1.59K $313K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
1.77K
+ 3.17%
$20.92 - $23.57 $36.9K - $41.6K
57.4K $1.23M
WAL
Western Alliance Bancorporation

Financial Services
240
+ 2.25%
$80.51 - $96.1 $19.3K - $23.1K
10.9K $912K
EWL
Ishares Inc Msci Switzerlnd

ETFs
4.07K
+ 12.54%
$45.73 - $51.84 $186K - $211K
36.5K $1.68M
LXP
Lxp Industrial Trust

Real Estate
1.02K
+ 8.68%
$8.12 - $9.89 $8.27K - $10.1K
12.7K $103K
FDL
First Tr Morningstar Dividend

ETFs
1.12K
+ 3.18%
$39.59 - $43.95 $44.3K - $49.2K
36.3K $1.46M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.64K
+ 7.99%
$67.29 - $73.38 $649K - $708K
130K $8.85M
WD
Walker & Dunlop, Inc.

Financial Services
508
+ 13.29%
$95.69 - $116.27 $48.6K - $59.1K
4.33K $420K
ALB
Albemarle Corp

Basic Materials
359
+ 6.88%
$86.08 - $111.3 $30.9K - $40K
5.58K $479K
NYT
New York Times CO

Communication Services
6
+ 0.14%
$52.01 - $56.83 $312 - $341
4.16K $216K
TPIF
Timothy Plan Intl ETF (De)

ETFs
534
+ 4.11%
$26.38 - $28.72 $14.1K - $15.3K
13.5K $359K
ARW
Arrow Electronics Inc

Technology
630
+ 14.21%
$112.44 - $137.23 $70.8K - $86.5K
5.06K $572K
NMIH
Nmi Holdings, Inc.

Financial Services
422
+ 5.9%
$36.32 - $41.53 $15.3K - $17.5K
7.57K $278K
DFIV
Dimensional ETF Tr

ETFs
3.58K
+ 6.47%
$34.86 - $37.97 $125K - $136K
58.9K $2.09M
WLY
John Wiley & Sons, Inc.

Communication Services
951
+ 7.04%
$43.58 - $53.13 $41.4K - $50.5K
14.5K $634K
AGOX
Starboard Invt Tr

ETFs
227
+ 1.71%
$27.16 - $30.0 $6.17K - $6.81K
13.5K $366K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
563
+ 0.43%
$48.96 - $52.85 $27.6K - $29.8K
133K $6.53M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
206
+ 0.42%
$24.55 - $25.16 $5.06K - $5.18K
49.2K $1.21M
IBB
Ishares Biotechnology ETF

ETFs
28
+ 1.65%
$131.21 - $148.85 $3.67K - $4.17K
1.73K $228K
NEU
Newmarket Corp

Basic Materials
20
+ 1.56%
$519.96 - $563.85 $10.4K - $11.3K
1.3K $687K
KFRC
Kforce Inc

Industrials
209
+ 3.05%
$53.57 - $62.47 $11.2K - $13.1K
7.06K $400K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
69
+ 1.84%
$119.34 - $127.78 $8.23K - $8.82K
3.81K $455K
MGY
Magnolia Oil & Gas Corp

Energy
180
+ 0.76%
$22.89 - $28.79 $4.12K - $5.18K
23.8K $555K
CSWI
Csw Industrials, Inc.

Industrials
32
+ 1.37%
$352.8 - $432.01 $11.3K - $13.8K
2.37K $835K
MBSD
Flexshares Tr Disciplined Dura

ETFs
759
+ 1.53%
$20.17 - $20.98 $15.3K - $15.9K
50.5K $1.02M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5
+ 0.03%
$47.98 - $49.47 $240 - $247
19.6K $945K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.95K
+ 3.47%
$17.21 - $18.41 $33.6K - $35.9K
58.2K $1M
SAIC
Science Applications International Corp

Technology
535
+ 17.78%
$110.11 - $154.1 $58.9K - $82.4K
3.54K $396K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
372
+ 1.01%
$90.74 - $103.94 $33.8K - $38.7K
37.1K $3.39M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.35K
+ 189.05%
$25.79 - $80.4 $241K - $752K
14.3K $372K
VSH
Vishay Intertechnology Inc

Technology
590
+ 3.24%
$15.17 - $19.41 $8.95K - $11.5K
18.8K $318K
SIG
Signet Jewelers LTD

Consumer Cyclical
356
+ 14.48%
$79.42 - $104.13 $28.3K - $37.1K
2.82K $227K
EMTL
Spdr Doubleline Emerging Marke

ETFs
231
+ 0.89%
$42.03 - $43.34 $9.71K - $10K
26.1K $1.1M
REI
Ring Energy, Inc.

Energy
1.79K
+ 1.25%
$1.22 - $1.8 $2.19K - $3.22K
145K $197K
ITT
Itt Inc.

Industrials
7
+ 0.14%
$140.12 - $159.62 $981 - $1.12K
4.92K $702K
UHS
Universal Health Services Inc

Healthcare
100
+ 9.68%
$175.8 - $236.9 $17.6K - $23.7K
1.13K $203K
IR
Ingersoll Rand Inc.

Industrials
754
+ 5.63%
$90.46 - $105.35 $68.2K - $79.4K
14.1K $1.28M
IJK
Ishares S&P Midcap 400 Growth

ETFs
20
+ 0.05%
$90.66 - $99.46 $1.81K - $1.99K
37.7K $3.43M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.22K
+ 2.11%
$88.59 - $94.57 $108K - $115K
59.2K $5.25M
Activity Summary
Buys All Purchases 944 New Holdings 138 Increased Positions 806 Sells All Sells 893 Reductions 893 Sold out 0 Options Calls 0 Puts 0
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