Atria Investments LLC Purchases in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
8.19K
+ 9.7%
$73.31 - $91.62 $600K - $750K
92.6K $8.44M
NXPI
Nxp Semiconductors N.V.

Technology
4.77K
+ 43.53%
$153.5 - $218.72 $732K - $1.04M
15.7K $3.44M
NGG
National Grid PLC

Utilities
9.6K
+ 13.42%
$62.74 - $74.79 $602K - $718K
81.2K $6.04M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
25.1K
+ 11.27%
$24.38 - $30.18 $612K - $757K
248K $7.47M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
21.2K
+ 15.35%
$36.14 - $44.23 $767K - $939K
160K $7.06M
D
Dominion Energy, Inc

Utilities
23K
+ 48.4%
$49.66 - $58.0 $1.14M - $1.33M
70.5K $3.98M
V
Visa Inc.

Financial Services
1.23K
+ 0.65%
$308.27 - $373.31 $380K - $461K
191K $67.9M
HLNE
Hamilton Lane Inc

Financial Services
9.23K
+ 251.65%
$126.65 - $175.49 $1.17M - $1.62M
12.9K $1.83M
VST
Vistra Corp.

Utilities
177
+ 1.1%
$98.07 - $195.04 $17.4K - $34.5K
16.3K $3.17M
NVS
Novartis Ag

Healthcare
6.79K
+ 14.61%
$101.96 - $121.01 $693K - $822K
53.3K $6.45M
VEEV
Veeva Systems Inc

Healthcare
1.27K
+ 8.03%
$209.39 - $289.94 $266K - $368K
17.1K $4.91M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.5K
+ 6.81%
$201.28 - $266.34 $301K - $398K
23.4K $6.24M
GLW
Corning Inc

Technology
12.4K
+ 14.66%
$39.07 - $52.59 $485K - $653K
97.1K $5.1M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
21K
+ 23.58%
$44.42 - $51.46 $934K - $1.08M
110K $5.65M
DY
Dycom Industries Inc

Industrials
2.96K
+ 55.27%
$138.96 - $245.71 $411K - $726K
8.3K $2.03M
BSY
Bentley Systems Inc

Technology
323
+ 0.4%
$38.62 - $53.97 $12.5K - $17.4K
81.1K $4.37M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
31.4K
+ 423.17%
$35.3 - $37.51 $1.11M - $1.18M
38.8K $1.45M
ALLE
Allegion PLC

Industrials
6.2K
+ 30.25%
$118.52 - $145.64 $735K - $903K
26.7K $3.85M
FIS
Fidelity National Information Services, Inc.

Technology
9.03K
+ 14.72%
$68.14 - $82.13 $615K - $741K
70.3K $5.73M
COIN
Coinbase Global, Inc.

Technology
3.24K
New
$151.47 - $375.07 $491K - $1.22M
3.24K $1.14M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.2K
+ 3.41%
$65.84 - $80.81 $277K - $339K
128K $10.2M
SE
Sea LTD

Consumer Cyclical
3.35K
+ 16.91%
$105.57 - $170.4 $354K - $572K
23.2K $3.71M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.68K
+ 16.23%
$139.8 - $197.22 $374K - $528K
19.2K $3.78M
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.64K
+ 7.57%
$52.31 - $63.72 $504K - $614K
137K $8.72M
IQV
Iqvia Holdings Inc.

Healthcare
9.31K
+ 47.91%
$137.0 - $174.37 $1.28M - $1.62M
28.7K $4.53M
PFE
Pfizer Inc

Healthcare
59.8K
+ 18.92%
$21.59 - $24.84 $1.29M - $1.48M
376K $9.1M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
14K
+ 8.26%
$27.26 - $34.48 $380K - $481K
183K $6.31M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
21.5K
New
$49.98 - $50.26 $1.07M - $1.08M
21.5K $1.08M
KRG
Kite Realty Group Trust

Real Estate
46.5K
New
$19.53 - $23.3 $908K - $1.08M
46.5K $1.05M
RECS
Columbia ETF Tr I

ETFs
11K
+ 6.16%
$29.4 - $36.79 $324K - $406K
190K $7M
BX
Blackstone Inc.

Financial Services
1.88K
+ 2.41%
$120.07 - $151.11 $225K - $283K
79.9K $11.9M
CAH
Cardinal Health Inc

Healthcare
2.33K
+ 10.92%
$125.0 - $168.0 $291K - $391K
23.6K $3.97M
ACN
Accenture PLC

Technology
6.66K
+ 9.1%
$279.23 - $323.21 $1.86M - $2.15M
79.8K $23.9M
MPC
Marathon Petroleum Corp

Energy
1.53K
+ 4.06%
$118.55 - $170.08 $182K - $261K
39.3K $6.53M
UWM
Proshares Ultra Russell 2000

ETFs
15K
+ 14.34%
$25.35 - $37.67 $381K - $566K
120K $4.51M
LPLA
Lpl Financial Holdings Inc.

Financial Services
111
+ 0.56%
$283.31 - $388.96 $31.4K - $43.2K
20.1K $7.54M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5.17K
+ 7.04%
$75.29 - $91.16 $389K - $471K
78.5K $7.08M
ADSK
Autodesk, Inc.

Technology
4.03K
+ 10.74%
N/A
41.6K $10.2M
CUZ
Cousins Properties Inc

Real Estate
33K
New
$25.15 - $30.53 $831K - $1.01M
33K $992K
DEO
Diageo PLC

Consumer Defensive
11.7K
+ 23.25%
$99.86 - $115.75 $1.17M - $1.36M
62.2K $6.28M
FYC
First Trust Small Cap Growth A

ETFs
11.6K
+ 208.04%
$61.01 - $79.58 $706K - $921K
17.1K $1.36M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
8.32K
+ 5.15%
$71.94 - $86.02 $598K - $715K
170K $14.5M
PJUN
Innovator U.S. Equity Power Bu

ETFs
24.3K
New
$34.48 - $39.76 $838K - $966K
24.3K $966K
STX
Seagate Technology Holdings PLC

Technology
2.06K
+ 18.43%
$66.54 - $144.33 $137K - $297K
13.2K $1.91M
INSM
Insmed Inc

Healthcare
7.22K
+ 75.27%
$64.81 - $105.9 $468K - $764K
16.8K $1.69M
FE
Firstenergy Corp

Utilities
24K
+ 84.72%
$38.31 - $43.17 $918K - $1.03M
52.2K $2.1M
NSC
Norfolk Southern Corp

Industrials
2.29K
+ 12.06%
$206.34 - $257.46 $472K - $589K
21.3K $5.44M
SBUX
Starbucks Corp

Consumer Cyclical
21.8K
+ 13.4%
$79.69 - $99.41 $1.74M - $2.17M
185K $16.9M
LNG
Cheniere Energy, Inc.

Energy
2.68K
+ 11.1%
$197.25 - $244.33 $528K - $654K
26.8K $6.52M
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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