Atria Investments LLC Purchases in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Knife River Corp
37
+ 0.63%
N/A
5.89K $0
Vanguard Mun Bd Fds
4.56K
+ 10.39%
N/A
48.5K $0
J P Morgan Exchange Traded F
60K
New
N/A
60K $0
Valued Advisers Tr
35.6K
New
N/A
35.6K $0
Jacobs Solutions Inc
3.94K
+ 23.85%
N/A
20.5K $0
ILCG
Ishares Morningstar Growth ETF
3.16K
New
N/A
3.16K $0
Innovator Etfs Trust
5.1K
+ 4.11%
N/A
129K $0
REG
Regency Centers Corp

Real Estate
156
+ 3.33%
$65.48 - $74.74 $10.2K - $11.7K
4.85K $345K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
8.36K
+ 21.96%
$21.27 - $26.73 $178K - $223K
46.4K $1.02M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
310
+ 6.0%
$61.03 - $67.59 $18.9K - $21K
5.48K $350K
INSP
Inspire Medical Systems, Inc.

Healthcare
517
+ 21.27%
$127.18 - $161.88 $65.8K - $83.7K
2.95K $382K
NOG
Northern Oil & Gas, Inc.

Energy
1.88K
+ 6.03%
$20.6 - $32.16 $38.6K - $60.3K
33K $934K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
25
+ 0.18%
$29.02 - $30.78 $726 - $770
14.2K $429K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
60
+ 0.29%
$18.94 - $21.67 $1.14K - $1.3K
20.9K $442K
PKG
Packaging Corp Of America

Consumer Cyclical
389
+ 4.68%
$175.97 - $201.36 $68.5K - $78.3K
8.7K $1.64M
FAAR
First Trust Vii Alternative Ab

ETFs
160
+ 1.62%
$25.68 - $29.03 $4.11K - $4.64K
10K $277K
OWL
Blue Owl Capital Inc.

Financial Services
367
+ 2.15%
$15.9 - $21.16 $5.84K - $7.77K
17.4K $334K
HURN
Huron Consulting Group Inc.

Industrials
37
+ 1.68%
$132.14 - $153.61 $4.89K - $5.68K
2.24K $308K
COTY
Coty Inc.

Consumer Defensive
2.68K
+ 10.74%
$4.57 - $5.65 $12.3K - $15.2K
27.7K $128K
IAC
Iac/Inter Active Corp

Communication Services
891
+ 18.66%
$32.68 - $40.02 $29.1K - $35.7K
5.67K $211K
WD
Walker & Dunlop, Inc.

Financial Services
890
+ 18.46%
$66.0 - $85.06 $58.7K - $75.7K
5.71K $402K
AVNT
Avient Corp

Basic Materials
2.52K
+ 13.38%
$28.93 - $39.01 $72.8K - $98.2K
21.3K $689K
VIAV
Viavi Solutions Inc.

Technology
197
+ 1.83%
$8.99 - $11.41 $1.77K - $2.25K
11K $110K
PCVX
Vaxcyte, Inc.

Healthcare
683
+ 11.14%
$28.04 - $37.2 $19.2K - $25.4K
6.82K $221K
CNTA
Centessa Pharmaceuticals PLC

Healthcare
382
+ 2.82%
$10.71 - $14.2 $4.09K - $5.42K
13.9K $183K
WK
Workiva Inc

Technology
293
+ 6.76%
$61.91 - $77.12 $18.1K - $22.6K
4.63K $316K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
149
+ 0.81%
$25.36 - $27.19 $3.78K - $4.05K
18.5K $488K
MTN
Vail Resorts Inc

Consumer Cyclical
38
+ 0.53%
$131.42 - $164.64 $4.99K - $6.26K
7.27K $1.14M
IRT
Independence Realty Trust, Inc.

Real Estate
8.23K
+ 17.83%
$17.41 - $21.38 $143K - $176K
54.4K $961K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
1.15K
+ 6.93%
$64.31 - $75.93 $74K - $87.3K
17.7K $1.21M
LSTR
Landstar System Inc

Industrials
815
+ 6.9%
$131.55 - $151.93 $107K - $124K
12.6K $1.75M
PCTY
Paylocity Holding Corp

Technology
8
+ 0.23%
$172.54 - $201.04 $1.38K - $1.61K
3.49K $632K
ZD
Ziff Davis, Inc.

Communication Services
2.1K
+ 17.82%
$29.53 - $38.63 $61.9K - $81K
13.9K $419K
MTDR
Matador Resources CO

Energy
203
+ 2.08%
$36.67 - $52.23 $7.44K - $10.6K
9.96K $475K
QFIN
360 Digi Tech, Inc.

Financial Services
99
+ 0.55%
$35.33 - $46.05 $3.5K - $4.56K
18.2K $789K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
1.02K
+ 3.29%
$2.25 - $3.66 $2.29K - $3.72K
31.9K $91K
ANIK
Anika Therapeutics, Inc.

Healthcare
2.12K
+ 19.29%
$10.58 - $15.05 $22.4K - $31.9K
13.1K $138K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
14.1K
+ 21.66%
$6.07 - $8.61 $85.5K - $121K
79.1K $538K
ADC
Agree Realty Corp

Real Estate
310
+ 2.5%
$70.68 - $79.12 $21.9K - $24.5K
12.7K $930K
IMXI
International Money Express, Inc.

Technology
375
+ 2.89%
$9.83 - $13.02 $3.69K - $4.88K
13.4K $134K
GTY
Getty Realty Corp

Real Estate
36
+ 0.34%
$27.38 - $30.93 $986 - $1.11K
10.6K $292K
BKH
Black Hills Corp

Utilities
151
+ 1.57%
$55.66 - $61.75 $8.4K - $9.32K
9.78K $548K
JD
Jd.Com, Inc.

Consumer Cyclical
1.47K
+ 14.75%
$31.44 - $41.32 $46.3K - $60.8K
11.5K $373K
HAL
Halliburton CO

Energy
5.07K
+ 17.69%
$19.26 - $25.7 $97.7K - $130K
33.7K $687K
GSHD
Goosehead Insurance, Inc.

Financial Services
580
+ 6.76%
$93.19 - $121.83 $54.1K - $70.7K
9.16K $966K
FICO
Fair Isaac Corp

Technology
13
+ 0.3%
$1503.62 - $2206.01 $19.5K - $28.7K
4.37K $7.99M
PTEN
Patterson Uti Energy Inc

Energy
4.34K
+ 13.55%
$5.46 - $8.56 $23.7K - $37.1K
36.3K $215K
MGY
Magnolia Oil & Gas Corp

Energy
888
+ 3.44%
$19.6 - $25.72 $17.4K - $22.8K
26.7K $600K
WCN
Waste Connections, Inc.

Industrials
81
+ 1.02%
$183.26 - $199.95 $14.8K - $16.2K
8.02K $1.5M
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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