Atria Investments LLC Purchases in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.84K
+ 4.16%
$23.9 - $24.18 $211K - $214K
221K $5.35M
OXY
Occidental Petroleum Corp

Energy
5.34K
+ 7.55%
$45.45 - $52.7 $243K - $282K
76.1K $3.76M
CWCO
Consolidated Water Co. Ltd.

Utilities
11.2K
+ 102.76%
$23.77 - $29.18 $267K - $327K
22.1K $542K
EPC
Edgewell Personal Care CO

Consumer Defensive
9.63K
+ 51.71%
$28.59 - $34.44 $275K - $332K
28.3K $882K
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.45K
+ 14.38%
$47.74 - $65.16 $69.2K - $94.4K
11.5K $735K
EFX
Equifax Inc

Industrials
1.66K
+ 12.37%
$235.63 - $278.34 $391K - $462K
15.1K $3.68M
TSCO
Tractor Supply CO

Consumer Cyclical
193
+ 0.16%
$51.66 - $57.94 $9.97K - $11.2K
118K $6.52M
PSO
Pearson PLC

Communication Services
15.7K
+ 93.92%
$15.45 - $17.75 $243K - $279K
32.4K $519K
SSNC
Ss&C Technologies Holdings Inc

Technology
1.6K
+ 10.52%
$74.75 - $89.13 $119K - $142K
16.8K $1.4M
DKNG
Draft Kings Inc.

Consumer Cyclical
8.44K
+ 104.74%
$33.21 - $53.49 $280K - $452K
16.5K $548K
PHM
Pultegroup Inc

Consumer Cyclical
3.14K
+ 25.72%
$101.09 - $118.51 $317K - $372K
15.3K $1.58M
TILE
Interface Inc

Consumer Cyclical
12.4K
New
$18.26 - $25.12 $226K - $311K
12.4K $246K
VRIG
Invesco Actively Managed ETF F

ETFs
9.81K
New
$25.06 - $25.19 $246K - $247K
9.81K $246K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.75K
+ 12.22%
$81.83 - $82.73 $225K - $228K
25.3K $2.09M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.25K
+ 0.57%
$25.81 - $28.52 $32.3K - $35.7K
223K $6.14M
TAP
Molson Coors Beverage CO

Consumer Defensive
3.97K
New
$52.44 - $62.91 $208K - $250K
3.97K $241K
AEE
Ameren Corp

Utilities
629
+ 4.02%
$86.87 - $103.67 $54.6K - $65.2K
16.3K $1.64M
DMAR
First Tr Ex Tr Viii Cboe Vest
6.29K
New
$36.82 - $39.1 $232K - $246K
6.29K $236K
D
Dominion Energy, Inc

Utilities
2.42K
+ 5.36%
$52.85 - $57.43 $128K - $139K
47.5K $2.66M
AMAT
Applied Materials Inc

Technology
7.11K
+ 15.63%
$145.06 - $195.51 $1.03M - $1.39M
52.6K $7.63M
CR
Crane Holdings, Co.

Industrials
1.49K
+ 41.83%
$150.33 - $175.81 $224K - $262K
5.05K $772K
NTRA
Natera, Inc.

Healthcare
2.56K
+ 33.53%
$132.63 - $177.0 $339K - $452K
10.2K $1.44M
DDOG
Datadog, Inc.

Technology
5.08K
+ 81.3%
$98.68 - $151.89 $501K - $771K
11.3K $1.12M
INDB
Independent Bank Corp

Financial Services
3.68K
New
$60.31 - $70.29 $222K - $259K
3.68K $230K
EXEL
Exelixis, Inc.

Healthcare
6.23K
New
$32.38 - $39.16 $202K - $244K
6.23K $230K
WMS
Advanced Drainage Systems, Inc.

Industrials
2.11K
New
$105.29 - $126.99 $222K - $268K
2.11K $229K
NSIT
Insight Enterprises Inc

Technology
1.53K
New
$149.36 - $174.13 $229K - $266K
1.53K $229K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.68K
+ 4.37%
N/A
231K $5.5M
KMT
Kennametal Inc

Industrials
14.2K
+ 51.46%
$21.0 - $24.68 $299K - $351K
41.9K $892K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
2.5K
New
$91.44 - $106.54 $229K - $266K
2.5K $228K
EMN
Eastman Chemical CO

Basic Materials
3.4K
+ 15.21%
$87.05 - $103.47 $296K - $351K
25.7K $2.27M
RS
Reliance Steel & Aluminum CO

Basic Materials
785
New
$266.61 - $302.66 $209K - $238K
785 $226K
RGLD
Royal Gold Inc

Basic Materials
1.39K
New
$132.55 - $163.51 $184K - $227K
1.39K $226K
SYF
Synchrony Financial

Financial Services
5.96K
+ 77.81%
$51.9 - $70.63 $309K - $421K
13.6K $720K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
6.16K
New
$36.19 - $37.18 $223K - $229K
6.16K $223K
ASH
Ashland Global Holdings Inc

Basic Materials
3.77K
New
$55.87 - $73.16 $210K - $275K
3.77K $223K
TYL
Tyler Technologies Inc

Technology
347
+ 8.08%
$553.41 - $646.74 $192K - $224K
4.64K $2.7M
FNX
First Tr Mid Cap Core Alphadex

ETFs
4.44K
+ 11.41%
$105.28 - $121.93 $467K - $541K
43.4K $4.73M
SNOW
Snowflake Inc.

Technology
1.76K
+ 40.15%
$146.16 - $192.78 $258K - $340K
6.16K $899K
PYCR
Paycor Hcm, Inc.

Technology
9.81K
New
$18.34 - $22.86 $180K - $224K
9.81K $220K
OTIS
Otis Worldwide Corp

Industrials
782
+ 5.95%
$90.77 - $104.01 $71K - $81.3K
13.9K $1.44M
BPMC
Blueprint Medicines Corp

Healthcare
2.49K
New
$86.69 - $115.63 $216K - $288K
2.49K $220K
IAC
Iac/Inter Active Corp

Communication Services
4.78K
New
$41.0 - $50.0 $196K - $239K
4.78K $219K
CCL
Carnival Corp

Consumer Cyclical
13.7K
+ 150.31%
$19.08 - $28.49 $261K - $389K
22.8K $444K
CCB
Coastal Financial Corp

Financial Services
2.41K
New
$79.67 - $100.71 $192K - $242K
2.41K $217K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
17.4K
New
$10.61 - $16.49 $184K - $287K
17.4K $216K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
18.4K
New
$10.98 - $17.34 $202K - $320K
18.4K $214K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.25K
+ 11.82%
$61.9 - $66.89 $201K - $218K
30.8K $1.95M
VRAI
Etfis Ser Tr I Virtus Real Ass

ETFs
8.59K
+ 54.03%
$22.72 - $24.14 $195K - $207K
24.5K $575K
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
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