Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STLD
Steel Dynamics Inc

Basic Materials
4.29K
+ 30.05%
N/A
18.6K $1.82M
CDW
Cdw Corp

Technology
3.43K
+ 35.76%
$160.26 - $206.13 $549K - $706K
13K $2.08M
CCK
Crown Holdings Inc

Consumer Cyclical
4.66K
New
$78.77 - $91.74 $367K - $428K
4.66K $416K
ENB
Enbridge Inc

Energy
5.81K
+ 7.02%
$41.54 - $45.45 $241K - $264K
88.5K $3.92M
JHPI
John Hancock ETF Preferred Inc

ETFs
18.8K
+ 19.57%
$22.23 - $22.87 $418K - $430K
115K $2.58M
GFL
Gfl Environmental Inc.

Industrials
7.26K
+ 48.48%
$41.72 - $48.8 $303K - $354K
22.2K $1.07M
FSV
First Service Corp

Real Estate
2.46K
New
$159.66 - $185.88 $393K - $458K
2.46K $408K
RIO
Rio Tinto PLC

Basic Materials
6.44K
+ 41.96%
$58.19 - $64.29 $375K - $414K
21.8K $1.31M
INCY
Incyte Corp

Healthcare
6.72K
New
$60.0 - $75.26 $403K - $505K
6.72K $406K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
5.21K
+ 27.21%
$61.2 - $68.24 $319K - $355K
24.4K $1.61M
MTX
Minerals Technologies Inc

Basic Materials
6.26K
New
$63.57 - $77.67 $398K - $486K
6.26K $398K
FBK
Fb Financial Corp

Financial Services
10.3K
+ 65.99%
$44.62 - $54.37 $461K - $562K
26K $1.2M
PCOR
Procore Technologies, Inc.

Technology
6.83K
+ 101.88%
$65.21 - $88.33 $445K - $603K
13.5K $893K
DRI
Darden Restaurants Inc

Consumer Cyclical
974
+ 10.96%
$180.02 - $208.56 $175K - $203K
9.86K $2.05M
INSP
Inspire Medical Systems, Inc.

Healthcare
2.43K
New
$157.24 - $215.42 $382K - $524K
2.43K $387K
CMC
Commercial Metals CO

Basic Materials
8.78K
+ 169.18%
$43.22 - $53.05 $380K - $466K
14K $642K
SUB
Ishares Short Term National Mu

ETFs
3.62K
+ 18.54%
$105.3 - $106.24 $381K - $384K
23.1K $2.44M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.29K
+ 17.64%
$221.78 - $273.45 $730K - $900K
21.9K $4.99M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
16.5K
+ 12.74%
$23.49 - $23.77 $387K - $392K
146K $3.44M
FYC
First Trust Small Cap Growth A

ETFs
5.56K
New
$68.13 - $80.57 $379K - $448K
5.56K $382K
USFD
Us Foods Holding Corp.

Consumer Defensive
6.55K
+ 27.38%
$63.38 - $72.02 $415K - $472K
30.5K $1.99M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
9.32K
New
$38.54 - $41.5 $359K - $387K
9.32K $378K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
8.94K
+ 26.19%
$30.38 - $34.94 $271K - $312K
43.1K $1.47M
IWX
Ishares Tr Russell 200 Value E

ETFs
4.61K
New
$78.54 - $84.86 $362K - $391K
4.61K $378K
AVEM
American Centy ETF Tr Avantis

ETFs
5.45K
+ 15.29%
$57.11 - $62.4 $311K - $340K
41.1K $2.47M
INSM
Insmed Inc

Healthcare
4.36K
+ 83.31%
$65.25 - $83.83 $284K - $365K
9.59K $731K
KNSL
Kinsale Capital Group, Inc.

Financial Services
663
+ 30.57%
$416.48 - $494.72 $276K - $328K
2.83K $1.38M
HES
Hess Corp

Energy
1.88K
+ 71.74%
$135.42 - $160.52 $254K - $302K
4.5K $718K
CGDV
Capital Group Divid Value ETF

ETFs
9.7K
+ 18.26%
$34.95 - $37.36 $339K - $362K
62.8K $2.24M
CHTR
Charter Communications, Inc.

Communication Services
913
+ 85.17%
$334.89 - $384.77 $306K - $351K
1.99K $731K
ILF
Ishares Latin America 40 ETF

ETFs
15.2K
New
$20.87 - $24.43 $317K - $371K
15.2K $357K
MKC
Mccormick & CO Inc

Consumer Defensive
1.9K
+ 5.77%
$71.24 - $84.73 $135K - $161K
34.8K $2.86M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
893
+ 26.97%
$233.07 - $290.7 $208K - $260K
4.2K $1.14M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
6.3K
+ 19.75%
$63.83 - $75.78 $402K - $477K
38.2K $2.62M
PPC
Pilgrims Pride Corp

Consumer Defensive
6.5K
New
$44.52 - $55.93 $289K - $363K
6.5K $354K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
5.17K
New
$65.44 - $70.64 $338K - $365K
5.17K $353K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.5K
+ 126.38%
$68.32 - $75.06 $307K - $338K
8.06K $602K
VPU
Vanguard Utilities ETF

ETFs
836
+ 2.95%
$161.24 - $173.33 $135K - $145K
29.2K $4.99M
EXP
Eagle Materials Inc

Basic Materials
2.31K
+ 34.95%
$207.49 - $262.13 $480K - $606K
8.93K $1.98M
OZK
Bank Ozk

Financial Services
7.91K
New
$41.71 - $53.1 $330K - $420K
7.91K $343K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
10.9K
+ 7.91%
$49.36 - $53.08 $536K - $577K
148K $7.4M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
9.39K
+ 27.34%
$67.24 - $84.27 $632K - $792K
43.7K $2.98M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
7.61K
New
$32.5 - $59.93 $247K - $456K
7.61K $335K
FMX
Mexican Economic Development Inc

Consumer Defensive
2.02K
+ 18.01%
$81.23 - $100.59 $164K - $203K
13.3K $1.29M
LSCC
Lattice Semiconductor Corp

Technology
6.34K
New
$52.45 - $68.78 $332K - $436K
6.34K $332K
SXT
Sensient Technologies Corp

Basic Materials
4.47K
New
$67.31 - $77.4 $301K - $346K
4.47K $332K
ES
Eversource Energy

Utilities
3.85K
+ 19.64%
$55.63 - $63.8 $214K - $246K
23.5K $1.46M
DY
Dycom Industries Inc

Industrials
2.57K
+ 92.24%
$136.75 - $200.56 $351K - $515K
5.35K $814K
EWBC
East West Bancorp Inc

Financial Services
3.93K
+ 102.59%
$84.35 - $103.91 $331K - $408K
7.76K $696K
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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