Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGOX
Starboard Invt Tr

ETFs
454
+ 3.36%
$24.2 - $29.41 $11K - $13.4K
14K $341K
MUSA
Murphy Usa Inc.

Consumer Cyclical
78
+ 4.05%
$435.02 - $515.95 $33.9K - $40.2K
2K $940K
USXF
Ishares Esg Advanced Msci Usa

Technology
142
+ 1.3%
$46.38 - $52.65 $6.59K - $7.48K
11K $515K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
388
+ 2.41%
$31.63 - $35.22 $12.3K - $13.7K
16.5K $526K
ONON
On Holding Ag

Consumer Cyclical
733
+ 13.29%
$43.92 - $63.62 $32.2K - $46.6K
6.25K $274K
CARG
Car Gurus, Inc.

Communication Services
849
+ 11.31%
$28.82 - $40.55 $24.5K - $34.4K
8.36K $243K
AME
Ametek Inc

Industrials
198
+ 2.46%
$170.39 - $190.43 $33.7K - $37.7K
8.26K $1.42M
DSI
Ishares Msci Kld 400 Social Et

ETFs
181
+ 2.87%
$101.98 - $115.66 $18.5K - $20.9K
6.48K $663K
STEP
Step Stone Group Inc.

Financial Services
27
+ 0.46%
$47.81 - $64.82 $1.29K - $1.75K
5.95K $310K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
1.36K
+ 2.47%
$38.36 - $41.43 $52.1K - $56.3K
56.3K $2.18M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
262
+ 1.33%
$43.95 - $48.5 $11.5K - $12.7K
19.9K $883K
ESAB
Esab Corp

Industrials
24
+ 0.26%
$115.08 - $131.54 $2.76K - $3.16K
9.3K $1.08M
UHAL
Amerco

Industrials
97
+ 0.9%
$62.22 - $74.71 $6.04K - $7.25K
10.9K $712K
LMND
Lemonade, Inc.

Financial Services
499
+ 5.19%
$30.77 - $38.56 $15.4K - $19.2K
10.1K $318K
CHH
Choice Hotels International Inc

Consumer Cyclical
1.07K
+ 5.58%
$127.89 - $155.97 $137K - $168K
20.3K $2.7M
GTLB
Gitlab Inc.

Technology
529
+ 8.25%
$47.0 - $73.14 $24.9K - $38.7K
6.94K $326K
AVAV
Aero Vironment Inc

Industrials
185
+ 11.21%
$119.19 - $186.12 $22.1K - $34.4K
1.84K $218K
BMI
Badger Meter Inc

Technology
123
+ 4.56%
$189.49 - $221.51 $23.3K - $27.2K
2.82K $536K
BANF
Bancfirst Corp

Financial Services
499
+ 3.96%
$108.28 - $123.19 $54K - $61.5K
13.1K $1.44M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
12
+ 0.27%
$58.23 - $69.12 $699 - $829
4.39K $256K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
469
+ 15.31%
$314.47 - $431.35 $147K - $202K
3.53K $1.29M
MTZ
Mastec Inc

Industrials
219
+ 6.61%
$108.66 - $160.79 $23.8K - $35.2K
3.53K $412K
PRK
Park National Corp

Financial Services
263
+ 6.64%
$151.4 - $174.01 $39.8K - $45.8K
4.22K $639K
WERN
Werner Enterprises Inc

Industrials
804
+ 8.48%
$29.25 - $38.23 $23.5K - $30.7K
10.3K $301K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
4.59K
+ 1.65%
$21.79 - $23.09 $100K - $106K
283K $6.2M
JBHT
Hunt J B Transport Services Inc

Industrials
370
+ 8.88%
$146.12 - $186.55 $54.1K - $69K
4.54K $671K
JHG
Janus Henderson Group PLC

Financial Services
788
+ 7.16%
$35.98 - $45.94 $28.4K - $36.2K
11.8K $426K
CRDL
Cardiol Therapeutics Inc.

Healthcare
3.16K
+ 2.33%
$0.96 - $1.46 $3.04K - $4.62K
139K $134K
NPO
Enpro Industries, Inc

Industrials
131
+ 2.21%
$161.21 - $207.46 $21.1K - $27.2K
6.05K $979K
RGP
Resources Connection, Inc.

Industrials
56
+ 0.26%
$6.54 - $9.08 $366 - $508
21.4K $140K
BEAM
Beam Therapeutics Inc.

Healthcare
445
+ 4.65%
$19.53 - $34.09 $8.69K - $15.2K
10K $195K
VOX
Vanguard Communication Service

ETFs
1.71K
+ 3.78%
$147.73 - $169.24 $252K - $289K
46.8K $6.95M
GGAL
Grupo Financiero Galicia Sa

Financial Services
982
+ 7.92%
$54.11 - $72.22 $53.1K - $70.9K
13.4K $728K
UPST
Upstart Holdings, Inc.

Financial Services
455
+ 10.78%
$46.03 - $88.77 $20.9K - $40.4K
4.68K $215K
ARKW
Ark Next Generation Internet E

ETFs
836
+ 8.87%
$91.59 - $125.64 $76.6K - $105K
10.3K $971K
LAMR
Lamar Advertising CO

Real Estate
252
+ 2.6%
$110.65 - $132.9 $27.9K - $33.5K
9.93K $1.13M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
2.28K
+ 7.27%
$48.37 - $55.84 $110K - $127K
33.6K $1.64M
BL
Blackline, Inc.

Technology
326
+ 6.2%
$47.46 - $65.64 $15.5K - $21.4K
5.58K $270K
OSCV
Opus Small Cap Value ETF

ETFs
259
+ 0.94%
$34.16 - $38.45 $8.85K - $9.96K
27.8K $970K
RRX
Regal Rexnord Corp

Industrials
403
+ 17.45%
$113.85 - $167.1 $45.9K - $67.3K
2.71K $308K
PAM
Pampa Energy Inc.

Utilities
300
+ 4.35%
$73.44 - $94.88 $22K - $28.5K
7.2K $555K
MDB
Mongo Db, Inc.

Technology
196
+ 13.16%
$175.4 - $298.52 $34.4K - $58.5K
1.69K $295K
ARGX
Argenx Se

Healthcare
12
+ 0.46%
$571.0 - $671.75 $6.85K - $8.06K
2.62K $1.55M
ZD
Ziff Davis, Inc.

Communication Services
2.62K
+ 28.67%
$37.58 - $55.5 $98.5K - $145K
11.8K $442K
TTEK
Tetra Tech Inc

Industrials
799
+ 11.01%
$28.26 - $42.58 $22.6K - $34K
8.06K $235K
EMR
Emerson Electric CO

Industrials
5.24K
+ 11.89%
$108.64 - $131.17 $569K - $687K
49.3K $5.4M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
177
+ 1.65%
$96.85 - $111.39 $17.1K - $19.7K
10.9K $1.08M
AMCX
Amc Networks Inc.

Communication Services
37
+ 0.2%
$6.78 - $10.41 $251 - $385
18.6K $128K
BDN
Brandywine Realty Trust

Real Estate
11.2K
+ 11.55%
$4.44 - $5.66 $49.8K - $63.4K
108K $482K
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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