Atria Investments LLC Purchases in Q3 2024

Atria Investments LLC

  • $7.56 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
7.66K
+ 72.1%
$81.1 - $89.18 $621K - $683K
18.3K $1.6M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
35.7K
+ 21.15%
$16.42 - $18.12 $585K - $646K
204K $3.68M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
19.2K
New
$35.43 - $36.8 $679K - $705K
19.2K $704K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10.4K
New
$61.47 - $67.36 $639K - $700K
10.4K $699K
EXI
Ishares Global Industrials ETF

ETFs
4.49K
+ 199.56%
$131.6 - $149.88 $591K - $673K
6.74K $1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.05K
+ 2.42%
$25.45 - $29.53 $129K - $149K
214K $6.24M
ES
Eversource Energy

Utilities
7.98K
+ 61.75%
$56.52 - $68.38 $451K - $546K
20.9K $1.42M
AXON
Axon Enterprise, Inc.

Industrials
933
+ 31.44%
$286.16 - $399.6 $267K - $373K
3.9K $1.56M
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.4K
New
$59.25 - $65.33 $615K - $678K
10.4K $672K
MRVL
Marvell Technology, Inc.

Technology
8.16K
+ 22.05%
$56.15 - $76.24 $458K - $622K
45.2K $3.26M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3.4K
+ 31.29%
$80.44 - $110.41 $273K - $375K
14.3K $1.58M
DTM
Dt Midstream, Inc.

Energy
8.47K
New
$69.34 - $79.28 $587K - $671K
8.47K $665K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
293
+ 1.41%
$107.74 - $140.72 $31.6K - $41.2K
21.1K $2.96M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.1K
+ 5.18%
$50.52 - $50.95 $659K - $665K
265K $13.5M
MGC
Vanguard Mega Cap ETF

ETFs
2.49K
+ 15.75%
$185.93 - $206.64 $463K - $514K
18.3K $3.78M
BSCV
Invesco ETF Self Indexed Fd Tr
28.7K
+ 11.55%
$15.89 - $16.79 $456K - $481K
277K $4.62M
CHH
Choice Hotels International Inc

Consumer Cyclical
3.62K
+ 22.19%
$117.06 - $133.72 $424K - $484K
20K $2.6M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
15.1K
New
$38.22 - $43.47 $578K - $658K
15.1K $655K
NRG
Nrg Energy, Inc.

Utilities
5.82K
+ 62.89%
$68.89 - $91.22 $401K - $531K
15.1K $1.37M
CG
Carlyle Group Inc.

Financial Services
14.7K
+ 283.86%
$37.24 - $49.74 $547K - $731K
19.9K $855K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
7.1K
+ 5.21%
$46.67 - $50.52 $331K - $359K
143K $7.24M
IWX
Ishares Tr Russell 200 Value E

ETFs
7.92K
New
$74.49 - $81.27 $590K - $643K
7.92K $643K
HWM
Howmet Aerospace Inc.

Industrials
673
+ 2.66%
$77.3 - $100.22 $52K - $67.4K
26K $2.61M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
17.3K
+ 24.1%
$49.83 - $62.75 $863K - $1.09M
89.2K $5.14M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
24.7K
+ 101.42%
$24.39 - $25.28 $602K - $624K
49K $1.23M
HBAN
Huntington Bancshares Inc

Financial Services
19.5K
+ 8.5%
$12.84 - $15.15 $250K - $295K
249K $3.66M
SPOT
Spotify Technology S.A.

Communication Services
568
+ 7.33%
$290.16 - $384.01 $165K - $218K
8.32K $3.06M
HLI
Houlihan Lokey, Inc.

Financial Services
809
+ 3.73%
$134.11 - $161.99 $108K - $131K
22.5K $3.55M
DD
Du Pont De Nemours, Inc.

Basic Materials
4.46K
+ 16.58%
$77.22 - $89.49 $344K - $399K
31.4K $2.79M
AWK
American Water Works Company, Inc.

Utilities
1.4K
+ 5.63%
$127.76 - $149.9 $178K - $209K
26.2K $3.83M
FXO
First Tr Exchange Traded Fd Fi

ETFs
11.2K
+ 116.1%
$45.78 - $51.72 $511K - $578K
20.8K $1.06M
ADI
Analog Devices Inc

Technology
2.3K
+ 4.97%
$200.56 - $243.33 $460K - $559K
48.5K $11.2M
TRU
Trans Union

Industrials
2.88K
+ 27.96%
$72.72 - $106.05 $210K - $306K
13.2K $1.38M
DGS
Wisdomtree Emerging Markets Sm

ETFs
9.45K
+ 20.61%
$48.46 - $54.37 $458K - $514K
55.3K $2.97M
BAX
Baxter International Inc

Healthcare
11.2K
+ 27.82%
$32.85 - $40.26 $369K - $452K
51.6K $1.96M
IFRA
Ishares Tr

ETFs
1.72K
+ 1.58%
$41.55 - $46.97 $71.5K - $80.8K
110K $5.19M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.93K
+ 12.94%
$41.02 - $46.01 $325K - $365K
69.2K $3.15M
CTAS
Cintas Corp

Industrials
16.6K
+ 291.73%
$201.38 - $819.83 $3.35M - $13.6M
22.3K $4.59M
IBKR
Interactive Brokers Group, Inc.

Financial Services
510
+ 1.63%
$108.65 - $139.41 $55.4K - $71.1K
31.8K $4.43M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.69K
+ 2.37%
$61.11 - $67.85 $164K - $183K
116K $7.89M
SRE
Sempra Energy

Utilities
2.89K
+ 6.4%
$74.97 - $84.04 $217K - $243K
48K $4.01M
EQR
Equity Residential

Real Estate
6.28K
+ 28.84%
$67.19 - $78.09 $422K - $490K
28.1K $2.09M
APP
App Lovin Corp

Technology
4.4K
New
$67.14 - $130.65 $295K - $575K
4.4K $574K
NDSN
Nordson Corp

Industrials
325
+ 2.1%
$225.0 - $262.63 $73.1K - $85.4K
15.8K $4.15M
MANH
Manhattan Associates Inc

Technology
1.2K
+ 18.95%
$218.59 - $286.0 $263K - $344K
7.55K $2.12M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
11.9K
+ 203.17%
$43.73 - $46.29 $519K - $549K
17.7K $816K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
25.3K
New
$21.51 - $22.16 $544K - $560K
25.3K $558K
MPWR
Monolithic Power Systems Inc

Technology
301
+ 11.29%
$757.04 - $947.16 $228K - $285K
2.97K $2.74M
AMH
American Homes 4 Rent

Real Estate
12K
+ 16.61%
$34.87 - $41.14 $420K - $495K
84.5K $3.24M
Activity Summary
Buys All Purchases 1021 New Holdings 170 Increased Positions 851 Sells All Sells 872 Reductions 872 Sold out 0 Options Calls 0 Puts 0
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