Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
963
+ 9.22%
$142.1 - $183.56 $137K - $177K
11.4K $1.63M
LII
Lennox International Inc

Industrials
353
+ 4.1%
$553.05 - $666.93 $195K - $235K
8.97K $5.03M
SNDR
Schneider National, Inc.

Industrials
1.07K
+ 2.75%
$22.65 - $30.73 $24.3K - $32.9K
40K $914K
ENTG
Entegris Inc

Technology
1.18K
+ 4.08%
$87.48 - $109.53 $103K - $129K
30.1K $2.63M
SMG
Scotts Miracle Gro CO

Basic Materials
3.79K
+ 9.81%
$54.76 - $77.7 $207K - $294K
42.4K $2.33M
FLEX
Flex Ltd.

Technology
5.19K
+ 6.75%
$32.92 - $44.46 $171K - $231K
82.1K $2.72M
GHM
Graham Corp

Industrials
3.14K
+ 15.83%
$28.82 - $49.72 $90.4K - $156K
22.9K $661K
HBAN
Huntington Bancshares Inc

Financial Services
2.66K
+ 1.19%
$14.28 - $17.39 $38K - $46.3K
226K $3.39M
HUBS
Hubspot Inc

Technology
236
+ 7.86%
$571.29 - $819.71 $135K - $193K
3.24K $1.85M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2K
+ 2.52%
$40.03 - $46.81 $79.9K - $93.4K
81K $3.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
641
+ 4.17%
$333.37 - $384.99 $214K - $247K
16K $5.35M
AMD
Advanced Micro Devices Inc

Technology
1.72K
+ 6.88%
$96.63 - $129.55 $166K - $223K
26.7K $2.75M
OC
Owens Corning

Industrials
709
+ 5.08%
$137.83 - $191.19 $97.7K - $136K
14.7K $2.09M
EME
Emcor Group, Inc.

Industrials
1.01K
+ 12.14%
$361.16 - $535.99 $364K - $541K
9.32K $3.45M
SAIA
Saia Inc

Industrials
872
+ 14.32%
$349.29 - $508.47 $305K - $443K
6.96K $2.43M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
976
+ 2.34%
$43.49 - $58.8 $42.4K - $57.4K
42.7K $1.86M
BAC
Bank Of America Corp

Financial Services
16.2K
+ 3.47%
$39.61 - $47.74 $641K - $773K
483K $20.2M
EIX
Edison International

Utilities
289
+ 1.56%
$50.06 - $80.01 $14.5K - $23.1K
18.8K $1.11M
FDS
Factset Research Systems Inc

Financial Services
47
+ 0.3%
$427.5 - $476.51 $20.1K - $22.4K
15.7K $7.13M
BSY
Bentley Systems Inc

Technology
3.88K
+ 5.05%
$39.34 - $47.7 $153K - $185K
80.7K $3.18M
GLOB
Globant S.A.

Technology
183
+ 3.87%
$117.72 - $228.73 $21.5K - $41.9K
4.91K $578K
CLH
Clean Harbors Inc

Industrials
1.37K
+ 6.38%
$188.14 - $246.1 $259K - $338K
22.9K $4.52M
CRL
Charles River Laboratories International, Inc.

Healthcare
1.05K
+ 5.89%
$150.52 - $190.14 $158K - $200K
18.9K $2.85M
FICO
Fair Isaac Corp

Technology
83
+ 1.94%
$1695.35 - $2030.47 $141K - $169K
4.36K $8.04M
AXP
American Express CO

Financial Services
3.25K
+ 6.48%
$255.39 - $325.87 $830K - $1.06M
53.3K $14.3M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.19K
+ 1.75%
$58.81 - $68.2 $129K - $149K
127K $7.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
851
+ 4.56%
$161.05 - $222.93 $137K - $190K
19.5K $3.58M
ADI
Analog Devices Inc

Technology
47
+ 0.09%
$201.56 - $243.82 $9.47K - $11.5K
51.8K $10.4M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
782
+ 8.14%
$62.41 - $133.91 $48.8K - $105K
10.4K $652K
TT
Trane Technologies PLC

Industrials
1.71K
+ 4.7%
$332.0 - $400.86 $569K - $687K
38.2K $12.9M
MGA
Magna International Inc

Consumer Cyclical
28.7K
+ 14.02%
$33.99 - $41.85 $976K - $1.2M
234K $7.94M
CAT
Caterpillar Inc

Industrials
1.09K
+ 3.55%
$326.75 - $407.63 $357K - $445K
31.8K $10.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 0.1%
$4295.4 - $5141.88 $8.59K - $10.3K
2.03K $9.36M
NVO
Novo Nordisk A S

Healthcare
25.3K
+ 16.21%
$69.3 - $90.95 $1.75M - $2.3M
181K $12.6M
SQ
Block, Inc.

Technology
716
+ 2.05%
$54.04 - $92.95 $38.7K - $66.6K
35.7K $2.04M
ILMN
Illumina, Inc.

Healthcare
1.11K
+ 5.8%
$79.34 - $144.22 $87.9K - $160K
20.2K $1.6M
SHOP
Shopify Inc.

Technology
8.7K
+ 5.15%
$90.59 - $129.31 $788K - $1.12M
178K $16.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
19.4K
+ 2.47%
$48.06 - $53.73 $930K - $1.04M
805K $39.2M
ISCG
Ishares Morningstar Small Cap

ETFs
3.7K
+ 1.32%
$44.44 - $52.05 $164K - $193K
283K $12.8M
DIS
Walt Disney CO

Communication Services
8.98K
+ 5.62%
$96.87 - $114.0 $870K - $1.02M
169K $16.6M
KKR
Kkr & Co. Inc.

Financial Services
1.86K
+ 3.68%
$108.17 - $167.07 $201K - $310K
52.3K $6.05M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
671
+ 0.42%
$82.81 - $96.53 $55.6K - $64.8K
161K $13.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.33K
+ 0.92%
$126.86 - $146.45 $169K - $195K
146K $18.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
315
+ 0.53%
$247.97 - $296.33 $78.1K - $93.3K
60K $15.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
18.6K
+ 4.17%
$92.45 - $106.69 $1.72M - $1.98M
464K $43M
CRM
Salesforce, Inc.

Technology
8.73K
+ 9.86%
$268.36 - $359.95 $2.34M - $3.14M
97.3K $26.1M
TSLA
Tesla, Inc.

Consumer Cyclical
7.26K
+ 6.48%
$222.15 - $428.22 $1.61M - $3.11M
119K $30.9M
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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