Atria Investments LLC Purchases in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PODD
Insulet Corp

Healthcare
502
+ 9.07%
$227.79 - $275.7 $114K - $138K
6.04K $1.58M
DOW
Dow Inc.

Basic Materials
21.5K
+ 54.32%
$39.1 - $55.34 $840K - $1.19M
61K $2.45M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.82K
+ 9.19%
$96.64 - $101.23 $563K - $589K
69.2K $6.7M
ACIW
Aci Worldwide, Inc.

Technology
5.14K
+ 33.11%
$48.81 - $59.2 $251K - $304K
20.7K $1.07M
REZ
Ishares Tr Residential And Mul

ETFs
3.4K
New
$79.04 - $89.77 $268K - $305K
3.4K $275K
ROK
Rockwell Automation, Inc

Industrials
874
+ 67.8%
$264.65 - $302.92 $231K - $265K
2.16K $618K
NWN
Northwest Natural Holding CO

Utilities
6.83K
New
$38.42 - $43.85 $262K - $299K
6.83K $270K
PRI
Primerica, Inc.

Financial Services
785
+ 8.77%
$265.71 - $304.93 $209K - $239K
9.74K $2.64M
GSHD
Goosehead Insurance, Inc.

Financial Services
808
+ 7.92%
$87.63 - $129.69 $70.8K - $105K
11K $1.18M
VBR
Vanguard Small Cap Value ETF

ETFs
2.8K
+ 2.52%
$197.36 - $217.3 $553K - $609K
114K $22.6M
ARES
Ares Management Corp

Financial Services
578
+ 7.64%
$153.38 - $183.7 $88.7K - $106K
8.14K $1.44M
INTA
Intapp, Inc.

Technology
4.09K
New
$43.86 - $70.0 $179K - $286K
4.09K $262K
EPAC
Enerpac Tool Group Corp

Industrials
6.35K
New
$41.09 - $51.57 $261K - $328K
6.35K $261K
UPST
Upstart Holdings, Inc.

Financial Services
4.22K
New
$37.78 - $84.46 $160K - $357K
4.22K $259K
AE
Adams Resources & Energy, Inc.

Energy
6.81K
New
$26.01 - $37.75 $177K - $257K
6.81K $257K
VMC
Vulcan Materials CO

Basic Materials
798
+ 11.17%
$237.95 - $292.31 $190K - $233K
7.94K $2.04M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
17.2K
+ 22.16%
$10.4 - $12.75 $178K - $219K
94.6K $1.11M
DCI
Donaldson CO Inc

Industrials
4.63K
+ 49.73%
$67.28 - $78.27 $311K - $362K
13.9K $937K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
6.08K
+ 16.59%
$24.92 - $32.79 $152K - $199K
42.7K $1.18M
JEF
Jefferies Financial Group Inc.

Financial Services
3.19K
New
$61.95 - $81.75 $198K - $261K
3.19K $250K
AGM
Federal Agricultural Mortgage Corp

Financial Services
843
+ 9.65%
$181.72 - $216.45 $153K - $182K
9.58K $1.89M
LNC
Lincoln National Corp

Financial Services
7.85K
New
$30.46 - $36.84 $239K - $289K
7.85K $248K
VIRT
Virtu Financial, Inc.

Financial Services
5.38K
+ 50.14%
$30.43 - $37.95 $164K - $204K
16.1K $574K
URTH
Ishares Msci World ETF

ETFs
1.59K
New
$153.73 - $162.67 $245K - $259K
1.59K $247K
EVRG
Evergy, Inc.

Utilities
4.03K
+ 101.1%
$59.06 - $65.0 $238K - $262K
8.02K $493K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
3.86K
+ 23.06%
$49.77 - $64.58 $192K - $249K
20.6K $1.13M
WTM
White Mountains Insurance Group LTD

Financial Services
49
+ 8.39%
$1755.01 - $2015.0 $86K - $98.7K
633 $1.23M
CVNA
Carvana Co.

Consumer Cyclical
1.18K
New
$175.8 - $260.8 $208K - $308K
1.18K $240K
WRBY
Warby Parker Inc.

Healthcare
9.94K
New
$15.04 - $25.72 $149K - $256K
9.94K $240K
ALKT
Alkami Technology, Inc.

Technology
6.53K
New
$31.06 - $42.22 $203K - $276K
6.53K $239K
BEN
Franklin Resources Inc

Financial Services
11.8K
New
$19.35 - $22.76 $228K - $268K
11.8K $239K
UYG
Proshares Ultra Financials

ETFs
2.8K
New
$75.09 - $96.7 $210K - $271K
2.8K $239K
BSCV
Invesco ETF Self Indexed Fd Tr
25.6K
+ 9.23%
$16.02 - $16.72 $409K - $427K
303K $4.86M
MGK
Vanguard Mega Cap Growth ETF

ETFs
189
+ 2.36%
$316.94 - $357.88 $59.9K - $67.6K
8.21K $2.82M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
2.58K
New
$72.67 - $99.25 $188K - $256K
2.58K $232K
MAC
Macerich CO

Real Estate
1.18K
+ 0.95%
$17.44 - $22.11 $20.6K - $26.1K
125K $2.49M
SCHO
Schwab Short Term Us Treasury

ETFs
73.6K
+ 118.94%
$24.06 - $48.88 $1.77M - $3.6M
135K $3.26M
JLL
Jones Lang Lasalle Inc

Real Estate
1.26K
+ 23.23%
$246.93 - $283.67 $311K - $357K
6.68K $1.69M
CCL
Carnival Corp

Consumer Cyclical
9.09K
New
$17.34 - $26.8 $158K - $244K
9.09K $226K
WSBC
Wesbanco Inc

Financial Services
4.93K
+ 21.35%
$28.7 - $36.45 $142K - $180K
28K $912K
PB
Prosperity Bancshares Inc

Financial Services
2.99K
New
$70.04 - $85.07 $209K - $254K
2.99K $225K
XMTR
Xometry, Inc.

Industrials
5.25K
New
$17.17 - $44.66 $90.2K - $235K
5.25K $224K
ALK
Alaska Air Group, Inc.

Industrials
3.47K
New
$42.48 - $67.6 $148K - $235K
3.47K $224K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
720
New
$202.45 - $354.85 $146K - $255K
720 $222K
PEN
Penumbra Inc

Healthcare
932
New
$190.97 - $253.66 $178K - $236K
932 $221K
KR
Kroger CO

Consumer Defensive
910
+ 2.13%
$55.21 - $63.3 $50.2K - $57.6K
43.6K $2.67M
SNEX
Stone X Group Inc.

Financial Services
904
+ 11.14%
$80.62 - $104.76 $72.9K - $94.7K
9.02K $883K
VTRS
Viatris Inc

Healthcare
9.24K
+ 7.4%
$11.32 - $13.37 $105K - $124K
134K $1.67M
FXD
First Tr Exchange Traded Fd

ETFs
3.39K
New
$62.05 - $68.52 $210K - $232K
3.39K $219K
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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