Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JXN
Jackson Financial Inc.

Financial Services
254
+ 3.52%
$79.36 - $97.88 $20.2K - $24.9K
7.47K $626K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
5.63K
+ 4.58%
$25.27 - $28.3 $142K - $159K
129K $3.34M
AMAX
Starboard Invt Tr Rh Hedged Mu
140
+ 1.11%
$7.38 - $7.99 $1.03K - $1.12K
12.7K $94K
GMAB
Genmab A/S

Healthcare
1.74K
+ 5.93%
$18.69 - $24.14 $32.5K - $42K
31K $607K
GNOM
Global X Fds Genomics & Biotec

ETFs
2.63K
+ 19.07%
$7.95 - $10.29 $20.9K - $27.1K
16.4K $130K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
309
+ 6.84%
$55.6 - $66.5 $17.2K - $20.5K
4.83K $287K
XAR
Spdr S&P Aerospace & Defense E

ETFs
19
+ 1.19%
$157.71 - $180.77 $3K - $3.43K
1.61K $258K
HLLY
Holley Inc.

Consumer Cyclical
896
+ 5.25%
$2.4 - $3.18 $2.15K - $2.85K
17.9K $46K
JBT
John Bean Technologies Corp

Industrials
4
+ 0.08%
$121.81 - $131.22 $487 - $525
4.99K $627K
NVMI
Nova Ltd.

Technology
77
+ 4.84%
$184.33 - $273.65 $14.2K - $21.1K
1.67K $307K
CGUS
Capital Group Core Equity ETF
161
+ 2.16%
$33.08 - $36.62 $5.33K - $5.9K
7.6K $253K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
3.79K
+ 13.97%
$2.21 - $4.48 $8.38K - $17K
30.9K $115K
FCNCA
First Citizens Bancshares Inc

Financial Services
34
+ 12.59%
$1728.36 - $2231.14 $58.8K - $75.9K
304 $563K
COLB
Columbia Banking System, Inc.

Financial Services
2.22K
+ 7.24%
$23.89 - $28.84 $53.1K - $64.1K
32.9K $820K
SYLD
Cambria Shareholder Yld ETF

ETFs
107
+ 3.25%
$62.77 - $71.4 $6.72K - $7.64K
3.4K $217K
BWXT
Bwx Technologies, Inc.

Industrials
691
+ 11.49%
$96.59 - $128.46 $66.7K - $88.8K
6.7K $661K
AVUS
American Centy ETF Tr Avantis

ETFs
17
+ 0.75%
$90.7 - $101.57 $1.54K - $1.73K
2.29K $211K
WD
Walker & Dunlop, Inc.

Financial Services
491
+ 11.34%
$82.09 - $96.76 $40.3K - $47.5K
4.82K $411K
MSI
Motorola Solutions, Inc.

Technology
735
+ 5.4%
$411.73 - $482.1 $303K - $354K
14.3K $6.28M
WSBC
Wesbanco Inc

Financial Services
1.11K
+ 3.95%
$30.36 - $37.08 $33.6K - $41K
29.1K $902K
NEOG
Neogen Corp

Healthcare
11K
+ 36.22%
$8.43 - $13.07 $92.4K - $143K
41.2K $357K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
1.83K
+ 23.86%
$23.34 - $30.17 $42.6K - $55.1K
9.48K $221K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
569
+ 11.81%
$109.48 - $136.56 $62.3K - $77.7K
5.39K $590K
AROW
Arrow Financial Corp

Financial Services
1.35K
+ 6.8%
$25.65 - $27.88 $34.5K - $37.5K
21.1K $555K
MTB
M&T Bank Corp

Financial Services
205
+ 3.95%
$170.47 - $201.98 $34.9K - $41.4K
5.39K $963K
CFLT
Confluent, Inc.

Technology
1.86K
+ 14.98%
$23.44 - $37.65 $43.6K - $70K
14.3K $334K
FCTR
First Tr Exchange Traded Fd

ETFs
10
+ 0.14%
$29.79 - $35.91 $298 - $359
7.09K $219K
STRL
Sterling Construction CO Inc

Industrials
2.58K
+ 46.55%
$108.65 - $200.56 $280K - $516K
8.11K $917K
PRDO
Perdoceo Education Corp

Consumer Defensive
29
+ 0.27%
$24.21 - $29.15 $702 - $845
10.9K $274K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
153
+ 2.97%
$41.11 - $48.92 $6.29K - $7.48K
5.3K $224K
AESR
Two Rds Shared Tranfield Us Eq

ETFs
49
+ 0.26%
$16.08 - $18.37 $788 - $900
19.1K $315K
SKYY
First Trust Cloud Computing Et

ETFs
2.33K
+ 15.49%
$102.23 - $131.18 $238K - $305K
17.4K $1.77M
POWI
Power Integrations Inc

Technology
1.01K
+ 16.84%
$50.5 - $66.7 $50.9K - $67.2K
6.99K $352K
ALIT
Alight, Inc.

Technology
3.54K
+ 9.27%
$5.91 - $7.05 $20.9K - $24.9K
41.7K $247K
SITM
Sitime Corp

Technology
376
+ 31.33%
$150.28 - $257.0 $56.5K - $96.6K
1.58K $240K
KBH
Kb Home

Consumer Cyclical
749
+ 9.37%
$57.73 - $70.05 $43.2K - $52.5K
8.74K $507K
ROAD
Construction Partners, Inc.

Industrials
2.66K
+ 21.03%
$67.61 - $93.18 $180K - $248K
15.3K $1.1M
ALTL
Pacer Lunt Large Cap Altenator

Technology
267
+ 2.24%
$33.5 - $39.69 $8.94K - $10.6K
12.2K $425K
SRLN
Ssga Active Trust

ETFs
162
+ 0.38%
$41.02 - $41.99 $6.65K - $6.8K
43.3K $1.78M
CRC
California Resources Corp

Energy
375
+ 8.02%
$39.17 - $54.42 $14.7K - $20.4K
5.05K $222K
JHSC
John Hancock ETF Tr Multifacto

ETFs
493
+ 3.23%
$36.26 - $41.89 $17.9K - $20.7K
15.7K $586K
TNL
Travel & Leisure Co.

Consumer Cyclical
147
+ 2.2%
$46.29 - $57.86 $6.8K - $8.51K
6.84K $316K
ASX
Ase Technology Holding Co., Ltd.

Technology
4.18K
+ 9.49%
$8.76 - $11.36 $36.6K - $47.5K
48.3K $422K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
40
+ 0.77%
$108.02 - $120.45 $4.32K - $4.82K
5.21K $573K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
414
+ 0.71%
$16.76 - $17.69 $6.94K - $7.32K
58.6K $981K
KAI
Kadant Inc

Industrials
74
+ 1.26%
$335.28 - $398.39 $24.8K - $29.5K
5.94K $2M
SNX
Td Synnex Corp

Technology
247
+ 6.85%
$103.96 - $144.69 $25.7K - $35.7K
3.85K $400K
RGEN
Repligen Corp

Healthcare
200
+ 6.85%
$127.24 - $174.24 $25.4K - $34.8K
3.12K $396K
BXP
Boston Properties Inc

Real Estate
844
+ 7.52%
$63.97 - $74.91 $54K - $63.2K
12.1K $810K
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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