Atria Investments LLC Purchases in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
14.5K
+ 1.98%
N/A
743K $39.9M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
8.27K
+ 35.0%
$60.17 - $75.64 $497K - $625K
31.9K $2.27M
MAIN
Main Street Capital Corp

Financial Services
12.9K
New
$49.95 - $58.58 $643K - $754K
12.9K $754K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7.18K
New
$100.18 - $109.1 $719K - $783K
7.18K $753K
FDT
First Trust Developed Markets

ETFs
16.3K
+ 43.45%
$53.27 - $57.72 $869K - $941K
53.8K $2.91M
CSX
Csx Corp

Industrials
27.6K
+ 40.23%
$31.58 - $36.88 $872K - $1.02M
96.2K $3.11M
ATO
Atmos Energy Corp

Utilities
5.14K
+ 16.38%
$136.41 - $151.43 $702K - $779K
36.5K $5.09M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
31.1K
+ 12.57%
$22.04 - $23.08 $685K - $718K
278K $6.24M
OKE
Oneok Inc

Energy
4.98K
+ 21.12%
$92.28 - $117.05 $459K - $582K
28.5K $2.87M
ORCL
Oracle Corp

Technology
9.89K
+ 3.91%
$165.41 - $192.43 $1.64M - $1.9M
263K $43.8M
PH
Parker Hannifin Corp

Industrials
935
+ 3.56%
$621.74 - $709.46 $581K - $663K
27.2K $17.3M
TOST
Toast, Inc.

Technology
19.1K
New
$27.43 - $43.54 $524K - $832K
19.1K $696K
TTD
Trade Desk, Inc.

Technology
3.75K
+ 11.76%
$108.7 - $139.51 $408K - $523K
35.6K $4.19M
KRE
Spdr S&P Regional Banking ETF

ETFs
11.3K
New
$54.6 - $68.9 $616K - $777K
11.3K $680K
TDY
Teledyne Technologies Inc

Technology
593
+ 3.88%
$436.59 - $489.24 $259K - $290K
15.9K $7.36M
AOR
Ishares Tr Core Growth Allocat

ETFs
11.8K
New
$57.32 - $59.66 $675K - $703K
11.8K $675K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
9.54K
+ 4.07%
$57.47 - $61.21 $548K - $584K
244K $14.3M
PAYC
Paycom Software, Inc.

Technology
25
+ 0.14%
$159.94 - $240.25 $4K - $6.01K
17.4K $3.56M
DFS
Discover Financial Services

Financial Services
1.39K
+ 10.91%
$136.3 - $182.67 $190K - $255K
14.2K $2.46M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
24.6K
+ 5.49%
$35.45 - $40.33 $872K - $992K
473K $16.9M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
9.25K
New
$68.62 - $82.57 $635K - $764K
9.25K $635K
XLB
Select Sector Spdr Fd Material

ETFs
8.39K
+ 136.42%
$83.8 - $97.58 $703K - $819K
14.5K $1.22M
FDVV
Fidelity High Dividend ETF

ETFs
14.6K
+ 9.71%
$49.66 - $52.63 $725K - $769K
165K $8.24M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
4.07K
+ 10.1%
$105.85 - $112.84 $431K - $460K
44.4K $4.9M
IWS
Ishares Russell Midcap Value E

ETFs
5.32K
+ 23.22%
$128.08 - $140.32 $681K - $746K
28.2K $3.65M
CDNS
Cadence Design Systems Inc

Technology
815
+ 6.53%
$249.1 - $324.54 $203K - $265K
13.3K $4M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12.7K
+ 3.29%
$29.73 - $30.81 $376K - $390K
397K $12.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.8K
+ 65.17%
$48.33 - $49.08 $620K - $630K
32.5K $1.58M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
18.1K
+ 18.62%
$43.02 - $45.21 $780K - $819K
115K $4.99M
DE
Deere & CO

Industrials
1.24K
+ 10.73%
$389.45 - $466.0 $484K - $579K
12.8K $5.43M
PRIM
Primoris Services Corp

Industrials
4.23K
+ 28.31%
$57.06 - $84.91 $241K - $359K
19.2K $1.46M
KEYS
Keysight Technologies, Inc.

Technology
3.63K
+ 50.39%
$149.01 - $172.53 $541K - $626K
10.8K $1.74M
RE
Everest Re Group LTD

Financial Services
1.6K
New
N/A
1.6K $593K
PANW
Palo Alto Networks Inc

Technology
29.9K
+ 98.53%
$181.96 - $405.9 $5.45M - $12.1M
60.3K $11M
HXL
Hexcel Corp

Industrials
9.18K
+ 56.18%
$58.56 - $65.31 $537K - $599K
25.5K $1.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.51K
New
$216.72 - $244.71 $544K - $614K
2.51K $590K
XLRE
Select Sector Spdr Tr Real Est

ETFs
22.5K
+ 26.39%
$40.06 - $45.21 $900K - $1.02M
108K $4.37M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
8.34K
New
$66.67 - $74.08 $556K - $618K
8.34K $567K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10K
New
$53.94 - $58.15 $542K - $584K
10K $566K
VICI
Vici Properties Inc.

Real Estate
22.9K
+ 86.59%
$28.27 - $33.19 $647K - $760K
49.3K $1.44M
ANSS
Ansys Inc

Technology
947
+ 7.53%
$313.05 - $361.45 $296K - $342K
13.5K $4.56M
JBBB
Janus Detroit Str Tr Henderson

ETFs
10.6K
+ 6.54%
$48.59 - $49.45 $516K - $525K
173K $8.51M
CMPO
Compo Secure, Inc.

Industrials
35.6K
New
$13.6 - $16.55 $484K - $589K
35.6K $545K
LVHI
Franklin International Low Vol

ETFs
21.4K
+ 10.07%
$29.98 - $31.57 $641K - $675K
234K $7.14M
CTRA
Coterra Energy Inc.

Energy
12.9K
+ 10.12%
$22.71 - $27.63 $292K - $356K
140K $3.58M
VFH
Vanguard Financial ETF

ETFs
1.66K
+ 4.07%
$108.87 - $126.2 $181K - $210K
42.5K $5.02M
TDIV
First Trust Nasdaq Technology

ETFs
7.54K
+ 21.72%
$78.03 - $82.13 $589K - $619K
42.3K $3.32M
HUBS
Hubspot Inc

Technology
51
+ 1.73%
$514.07 - $757.4 $26.2K - $38.6K
3K $2.09M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
306K
+ 223.12%
$26.93 - $84.95 $8.23M - $26M
443K $12.1M
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
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email