Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRSP
Bright Spire Capital, Inc.

Real Estate
2.84K
+ 7.92%
$5.48 - $6.23 $15.6K - $17.7K
38.7K $215K
DD
Du Pont De Nemours, Inc.

Basic Materials
740
+ 2.61%
$72.7 - $84.32 $53.8K - $62.4K
29.1K $2.17M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
262
+ 5.21%
$119.84 - $136.1 $31.4K - $35.7K
5.29K $639K
UTMD
Utah Medical Products Inc

Healthcare
1.05K
+ 11.84%
$56.04 - $64.17 $59.1K - $67.6K
9.95K $557K
FTC
First Tr Lge Cap Growth

ETFs
231
+ 7.43%
$127.87 - $148.89 $29.5K - $34.4K
3.34K $438K
LGND
Ligand Pharmaceuticals Inc

Healthcare
179
+ 3.65%
$105.14 - $122.23 $18.8K - $21.9K
5.08K $534K
DRSK
ETF Ser Solutions Aptus Define

ETFs
638
+ 1.11%
$27.06 - $28.25 $17.3K - $18K
58K $1.58M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
77
+ 1.45%
$38.99 - $40.37 $3K - $3.11K
5.38K $216K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
342
+ 3.06%
$23.71 - $24.2 $8.11K - $8.28K
11.5K $274K
BAP
Credicorp LTD

Financial Services
3
+ 0.11%
$178.97 - $197.4 $537 - $592
2.61K $486K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.97K
+ 27.14%
$48.65 - $66.04 $95.8K - $130K
9.22K $491K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
128
+ 1.53%
$62.72 - $71.92 $8.03K - $9.21K
8.51K $536K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
41
+ 0.04%
$23.55 - $23.74 $966 - $973
93.2K $2.2M
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
1.44K
+ 6.21%
$9.75 - $10.52 $14K - $15.1K
24.6K $239K
UFPT
Ufp Technologies Inc

Healthcare
322
+ 22.69%
$198.85 - $285.04 $64K - $91.8K
1.74K $351K
FITB
Fifth Third Bancorp

Financial Services
3.52K
+ 8.12%
$37.48 - $44.96 $132K - $158K
46.9K $1.84M
ERIC
Ericsson Lm Telephone CO

Technology
2.49K
+ 4.92%
$7.47 - $8.9 $18.6K - $22.2K
53.1K $412K
DUSA
Davis Fundamental ETF Tr

ETFs
35
+ 0.6%
$41.58 - $46.14 $1.46K - $1.61K
5.84K $247K
NWS
News Corp New Cl B Com Stk (De

Communication Services
130
+ 0.63%
$29.66 - $35.0 $3.86K - $4.55K
20.8K $631K
KEY
Keycorp

Financial Services
1.4K
+ 7.86%
$15.15 - $18.3 $21.2K - $25.6K
19.2K $307K
REI
Ring Energy, Inc.

Energy
28.3K
+ 19.47%
$1.09 - $1.51 $30.8K - $42.7K
174K $199K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
58
+ 0.64%
$24.07 - $24.5 $1.4K - $1.42K
9.14K $221K
DOUG
Douglas Elliman Inc.

Real Estate
247
+ 0.87%
$1.55 - $2.18 $383 - $538
28.8K $49K
MUST
Columbia ETF Tr I Multi Sector

ETFs
350
+ 1.26%
$20.08 - $20.62 $7.03K - $7.22K
28.2K $567K
NYF
Ishares New York Muni Bond ETF

ETFs
86
+ 1.71%
$52.33 - $53.92 $4.5K - $4.64K
5.12K $269K
ALB
Albemarle Corp

Basic Materials
1.11K
+ 19.82%
$69.95 - $97.49 $77.3K - $108K
6.68K $481K
FN
Fabrinet

Technology
353
+ 11.48%
$183.66 - $267.24 $64.8K - $94.3K
3.43K $677K
EBC
Eastern Bankshares, Inc.

Financial Services
1.38K
+ 5.41%
$15.29 - $19.15 $21.1K - $26.4K
26.9K $440K
TXT
Textron Inc

Industrials
429
+ 6.14%
$70.19 - $81.2 $30.1K - $34.8K
7.42K $535K
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
780
+ 1.04%
N/A
75.7K $0
First Tr Exchng Traded Fd Vi
11.5K
New
N/A
11.5K $0
ETF Ser Solutions
14.9K
New
N/A
14.9K $0
Nebius Group N.V.
34.5K
New
N/A
34.5K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
19.3K
+ 16.27%
N/A
138K $0
Talen Energy Corp
1.49K
New
N/A
1.49K $0
Smurfit Westrock PLC
10K
+ 29.46%
N/A
44.1K $0
First Tr Exch Traded Fd Iii
1.61K
+ 10.1%
N/A
17.6K $0
Reddit Inc
1.88K
+ 65.93%
N/A
4.74K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
4.77K
New
N/A
4.77K $0
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
660
+ 2.92%
$86.24 - $97.98 $56.9K - $64.7K
23.3K $2.03M
Allspring Exchange Traded Fu
13.9K
New
N/A
13.9K $0
Annaly Capital Management In
20.6K
New
N/A
20.6K $0
Bitwise Bitcoin ETF Tr
4.54K
New
N/A
4.54K $0
Wisdomtree Tr
42.7K
+ 29.59%
N/A
187K $0
PDEC
Innovator U.S. Equity Power Bu
109K
New
N/A
109K $0
Blackrock ETF Trust
40.8K
New
N/A
40.8K $0
CARY
Angel Oak Fds Tr Income Etf(De
39.7K
New
N/A
39.7K $0
Invesco Exch Trd Slf Idx Fd
54.8K
+ 88.79%
N/A
117K $0
CGMS
Capital Grp Core Plus Income E
32.2K
+ 7.4%
N/A
467K $0
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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