Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GHYB
Gs ETF Tr Access High Yield CO

ETFs
12.6K
New
$44.26 - $45.22 $559K - $572K
12.6K $562K
PINS
Pinterest, Inc.

Communication Services
16.6K
+ 72.47%
$29.79 - $40.0 $495K - $664K
39.5K $1.23M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
6.87K
+ 25.36%
$73.11 - $77.43 $503K - $532K
34K $2.58M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
21.4K
New
$23.43 - $25.55 $502K - $548K
21.4K $547K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.8K
+ 3.77%
$50.48 - $51.04 $544K - $550K
297K $15M
DPZ
Dominos Pizza Inc

Consumer Cyclical
836
+ 20.75%
$402.33 - $489.71 $336K - $409K
4.86K $2.23M
IYJ
Ishares Tr

ETFs
4.53K
+ 33.74%
$127.48 - $142.0 $577K - $643K
18K $2.34M
APPF
Appfolio Inc

Technology
2.6K
+ 245.83%
$206.66 - $260.64 $536K - $677K
3.65K $803K
FE
Firstenergy Corp

Utilities
13.1K
+ 86.76%
$37.95 - $43.5 $499K - $571K
28.3K $1.14M
NEE
Nextera Energy Inc

Utilities
9.2K
+ 6.03%
$66.96 - $76.16 $616K - $701K
162K $11.5M
FMB
First Tr Exchange Traded Fd Ii

ETFs
11.7K
+ 11.31%
$50.17 - $51.45 $588K - $604K
115K $5.82M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1.67K
+ 8.59%
$110.55 - $130.35 $185K - $218K
21.1K $2.69M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
8.4K
+ 18.98%
$54.94 - $69.15 $461K - $581K
52.6K $3.03M
STX
Seagate Technology Holdings PLC

Technology
6.25K
+ 127.34%
$84.92 - $108.42 $531K - $678K
11.2K $947K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.26K
+ 3.52%
$90.0 - $96.32 $564K - $603K
184K $17M
BSX
Boston Scientific Corp

Healthcare
18
+ 0.04%
$89.38 - $106.18 $1.61K - $1.91K
44.5K $4.49M
SCHP
Schwab Strategic Us Tips ETF

ETFs
14.1K
+ 11.34%
$25.69 - $26.89 $361K - $378K
138K $3.71M
EBAY
Ebay Inc

Consumer Cyclical
1.02K
+ 1.35%
$61.61 - $70.93 $62.6K - $72.1K
76.4K $5.17M
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.92K
+ 8.77%
$64.35 - $73.03 $253K - $287K
48.7K $3.4M
FISV
Fiserv Inc

Technology
4.01K
+ 8.03%
N/A
53.9K $6.75M
RYAAY
Ryanair Holdings PLC

Industrials
11.8K
New
$41.54 - $50.08 $490K - $591K
11.8K $499K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
21.3K
+ 4.65%
$22.25 - $23.0 $474K - $490K
479K $11M
VNET
Vnet Group, Inc.

Technology
59.4K
New
$4.95 - $14.68 $294K - $873K
59.4K $487K
MSM
Msc Industrial Direct CO Inc

Industrials
6.12K
+ 152.67%
$74.45 - $83.08 $456K - $509K
10.1K $786K
FCX
Freeport Mcmoran Inc

Basic Materials
13.1K
+ 23.35%
$34.5 - $43.01 $452K - $563K
69.2K $2.62M
CAG
Conagra Brands Inc.

Consumer Defensive
19.2K
+ 65.82%
$23.9 - $27.67 $460K - $532K
48.4K $1.29M
AR
Antero Resources Corp

Energy
11.9K
New
$33.64 - $41.42 $402K - $494K
11.9K $482K
PINC
Premier, Inc.

Healthcare
25K
New
$17.46 - $23.0 $436K - $574K
25K $481K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
11.6K
+ 93.32%
$39.61 - $42.65 $458K - $493K
24K $976K
POR
Portland General Electric CO

Utilities
10.4K
+ 115.48%
$40.56 - $45.24 $423K - $472K
19.5K $867K
LEN
Lennar Corp

Consumer Cyclical
21.2K
+ 23.3%
$113.93 - $141.54 $2.41M - $2.99M
112K $12.9M
WSO
Watsco Inc

Industrials
362
+ 4.37%
$463.86 - $530.75 $168K - $192K
8.65K $4.4M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
39.5K
New
$10.62 - $11.83 $419K - $467K
39.5K $457K
ED
Consolidated Edison Inc

Utilities
3.38K
+ 87.42%
$88.0 - $110.59 $297K - $373K
7.24K $800K
BPOP
Popular, Inc.

Financial Services
5.14K
+ 43.73%
$87.14 - $106.33 $448K - $547K
16.9K $1.56M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
4.4K
+ 131.12%
$96.18 - $109.82 $423K - $483K
7.75K $794K
NWE
Northwestern Corp

Utilities
7.71K
New
$51.11 - $57.87 $394K - $446K
7.71K $446K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.75K
+ 30.74%
$159.75 - $208.61 $279K - $364K
7.43K $1.52M
DOW
Dow Inc.

Basic Materials
21.7K
+ 35.58%
$34.36 - $41.92 $746K - $910K
82.7K $2.89M
NDSN
Nordson Corp

Industrials
2.62K
+ 20.67%
$200.12 - $224.07 $524K - $587K
15.3K $3.09M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7.76K
+ 30.57%
$50.82 - $52.7 $394K - $409K
33.1K $1.74M
HOOD
Robinhood Markets, Inc.

Technology
10.4K
New
$35.63 - $65.28 $370K - $678K
10.4K $432K
EPAC
Enerpac Tool Group Corp

Industrials
9.1K
+ 143.31%
$40.26 - $47.26 $366K - $430K
15.5K $693K
LIVN
Liva Nova PLC

Healthcare
11K
New
$37.02 - $50.73 $408K - $559K
11K $432K
CNP
Centerpoint Energy Inc

Utilities
7.55K
+ 21.82%
$30.87 - $36.25 $233K - $274K
42.1K $1.53M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.51K
+ 2.55%
$87.68 - $94.52 $132K - $143K
60.7K $5.68M
MUR
Murphy Oil Corp

Energy
17.2K
+ 51.04%
$24.02 - $33.9 $414K - $585K
51K $1.45M
CHE
Chemed Corp

Healthcare
112
+ 2.72%
$521.84 - $615.32 $58.4K - $68.9K
4.23K $2.61M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
4.35K
+ 13.45%
$49.06 - $56.82 $213K - $247K
36.7K $2.02M
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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