Atria Investments LLC Purchases in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
26.8K
+ 81.26%
$52.1 - $57.26 $1.4M - $1.54M
59.8K $3.12M
ABNB
Airbnb, Inc.

Consumer Cyclical
7.89K
+ 19.92%
$125.36 - $147.37 $990K - $1.16M
47.5K $6.25M
SPOT
Spotify Technology S.A.

Communication Services
1.24K
+ 14.85%
$362.95 - $502.38 $448K - $620K
9.55K $4.27M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
17.7K
New
$68.01 - $70.67 $1.2M - $1.25M
17.7K $1.21M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.8K
+ 4.45%
$77.25 - $91.3 $371K - $438K
113K $9.62M
TFLO
Ishares Treasury Floating Rate

ETFs
24K
+ 12.11%
$50.37 - $50.63 $1.21M - $1.22M
223K $11.2M
IGV
Ishares Expanded Tech Software

ETFs
9.56K
+ 47.06%
$87.5 - $110.17 $836K - $1.05M
29.9K $2.99M
SONY
Sony Group Corp

Technology
301K
+ 435.19%
$17.53 - $96.8 $5.28M - $29.1M
370K $7.83M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
32.9K
+ 18.89%
$44.87 - $46.86 $1.48M - $1.54M
207K $9.3M
IWN
Ishares Russell2000 Val ETF

ETFs
7.05K
+ 160.1%
$162.69 - $181.35 $1.15M - $1.28M
11.5K $1.88M
SPSB
Spdr Portfolio Short Term Corp

ETFs
42.5K
+ 12.87%
$29.77 - $30.19 $1.27M - $1.28M
373K $11.1M
EEM
Ishares Msci Emerging Markets

ETFs
29.6K
+ 105.58%
$41.82 - $47.36 $1.24M - $1.4M
57.7K $2.41M
BKR
Baker Hughes CO

Energy
25.6K
+ 172.62%
$35.98 - $44.88 $921K - $1.15M
40.4K $1.66M
RPV
Invesco Exchange Traded Fd Tr

ETFs
11.8K
New
$87.41 - $97.21 $1.03M - $1.14M
11.8K $1.06M
LNG
Cheniere Energy, Inc.

Energy
2.34K
+ 15.14%
$181.07 - $225.92 $424K - $529K
17.8K $3.83M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
49.4K
+ 128.03%
$21.43 - $22.55 $1.06M - $1.11M
87.9K $1.89M
IWP
Ishares Russell Mid Cap Growth

ETFs
7.66K
+ 148.83%
$116.4 - $138.52 $892K - $1.06M
12.8K $1.62M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
16.4K
+ 187.66%
$59.58 - $63.93 $978K - $1.05M
25.2K $1.54M
IAT
Ishares Tr

ETFs
20K
New
$46.07 - $56.9 $922K - $1.14M
20K $1.01M
PAVE
Global X Fds Us Infrastructure

ETFs
25K
+ 126.7%
$40.41 - $45.95 $1.01M - $1.15M
44.8K $1.81M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20.5K
+ 7.74%
$50.62 - $50.97 $1.04M - $1.05M
286K $14.5M
SYK
Stryker Corp

Healthcare
2.82K
+ 11.89%
$345.14 - $392.15 $974K - $1.11M
26.5K $9.56M
IYR
Ishares Tr

ETFs
10.6K
New
$90.74 - $102.87 $960K - $1.09M
10.6K $984K
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.5K
+ 11.36%
$71.75 - $75.11 $1.61M - $1.69M
220K $15.9M
ACN
Accenture PLC

Technology
3.15K
+ 4.19%
$343.9 - $376.86 $1.08M - $1.19M
78.5K $27.6M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
22.1K
New
$41.66 - $43.47 $923K - $963K
22.1K $944K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
20K
+ 161.71%
$49.25 - $53.57 $985K - $1.07M
32.4K $1.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11.4K
+ 12.84%
$55.73 - $66.16 $638K - $757K
101K $6.07M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
39.1K
+ 43.31%
$23.55 - $23.9 $922K - $935K
129K $3.06M
ARCC
Ares Capital Corp

Financial Services
39.4K
+ 76.91%
$20.74 - $22.27 $818K - $878K
90.7K $1.98M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.05K
+ 8.72%
$173.13 - $258.09 $182K - $272K
13.1K $3.03M
XLC
Select Sector Spdr Tr Communic

ETFs
4.48K
+ 6.4%
$89.66 - $102.16 $402K - $458K
74.5K $7.21M
AXON
Axon Enterprise, Inc.

Industrials
199
+ 5.1%
$399.22 - $689.78 $79.4K - $137K
4.1K $2.44M
ETN
Eaton Corp PLC

Industrials
2.56K
+ 4.88%
$326.96 - $377.52 $837K - $966K
55K $18.2M
MSI
Motorola Solutions, Inc.

Technology
1.56K
+ 12.94%
$449.08 - $504.6 $700K - $787K
13.6K $6.29M
DTM
Dt Midstream, Inc.

Energy
6.95K
+ 82.05%
$78.85 - $108.56 $548K - $754K
15.4K $1.53M
UAL
United Airlines Holdings, Inc.

Industrials
7.2K
+ 175.17%
$55.62 - $102.44 $400K - $737K
11.3K $1.1M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
48.8K
+ 75.47%
$18.28 - $18.87 $891K - $920K
113K $2.08M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
27.1K
New
$28.23 - $35.28 $766K - $957K
27.1K $863K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
32.6K
+ 10.63%
$9.95 - $12.23 $324K - $398K
339K $3.98M
BK
Bank Of New York Mellon Corp

Financial Services
6.34K
+ 8.46%
$70.82 - $81.87 $449K - $519K
81.2K $6.24M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
18.7K
New
$43.61 - $45.3 $817K - $849K
18.7K $835K
HYDB
Ishares Tr Edge High Yield Def

ETFs
17.9K
+ 93.75%
$46.68 - $47.95 $835K - $857K
37K $1.74M
BR
Broadridge Financial Solutions, Inc.

Technology
2.16K
+ 7.28%
$209.64 - $236.44 $452K - $510K
31.8K $7.19M
VT
Vanguard Total World Stk Index

ETFs
6.97K
New
$117.09 - $123.07 $816K - $858K
6.97K $818K
SQ
Block, Inc.

Technology
2.78K
+ 8.63%
$65.06 - $98.92 $181K - $275K
35K $2.97M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.42K
+ 10.14%
$340.59 - $380.5 $482K - $538K
15.4K $5.63M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
3.16K
+ 18.52%
$107.98 - $143.92 $341K - $455K
20.2K $2.72M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
16.8K
+ 223.89%
$47.07 - $48.75 $790K - $818K
24.3K $1.16M
Activity Summary
Buys All Purchases 944 New Holdings 138 Increased Positions 806 Sells All Sells 893 Reductions 893 Sold out 0 Options Calls 0 Puts 0
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