Atria Investments LLC Incresed Positions in Q2 2025

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DSI
Ishares Msci Kld 400 Social Et

ETFs
144
+ 2.22%
$91.62 - $116.16 $13.2K - $16.7K
6.63K $769K
RF
Regions Financial Corp

Financial Services
2.89K
+ 13.46%
$18.34 - $23.52 $53.1K - $68.1K
24.4K $573K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.07K
+ 12.63%
$66.87 - $79.47 $71.8K - $85.4K
9.58K $760K
XEL
Xcel Energy Inc

Utilities
4.06K
+ 6.38%
$65.65 - $72.39 $267K - $294K
67.7K $4.61M
WAL
Western Alliance Bancorporation

Financial Services
1.17K
+ 9.43%
$61.0 - $79.94 $71.3K - $93.4K
13.6K $1.06M
PCOR
Procore Technologies, Inc.

Technology
1.06K
+ 7.82%
$56.26 - $72.4 $59.6K - $76.7K
14.6K $998K
DHR
Danaher Corp

Healthcare
1.71K
+ 5.48%
$174.64 - $205.16 $298K - $350K
32.9K $6.49M
AAON
Aaon, Inc.

Industrials
1.77K
+ 27.57%
$71.78 - $106.87 $127K - $190K
8.21K $605K
CCK
Crown Holdings Inc

Consumer Cyclical
382
+ 8.19%
$78.47 - $104.45 $30K - $39.9K
5.04K $519K
NVO
Novo Nordisk A S

Healthcare
2.58K
+ 1.42%
$58.08 - $81.05 $150K - $209K
184K $12.7M
MLI
Mueller Industries Inc

Industrials
961
+ 12.36%
$68.45 - $79.6 $65.8K - $76.5K
8.74K $694K
ITRI
Itron, Inc.

Technology
240
+ 9.23%
$92.04 - $132.78 $22.1K - $31.9K
2.84K $373K
INGR
Ingredion Inc

Consumer Defensive
727
+ 17.91%
$123.22 - $140.95 $89.6K - $102K
4.79K $649K
HYLS
First Tr Tactical High Yield L

ETFs
2.11K
+ 14.35%
$39.8 - $41.84 $84.1K - $88.4K
16.8K $703K
WLY
John Wiley & Sons, Inc.

Communication Services
2.17K
+ 13.53%
$37.03 - $45.5 $80.2K - $98.6K
18.2K $811K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.67K
+ 3.56%
$43.65 - $45.44 $73K - $76K
48.6K $2.21M
MEDP
Medpace Holdings, Inc.

Healthcare
221
+ 7.73%
$277.23 - $315.28 $61.3K - $69.7K
3.08K $966K
IXJ
Ishares Global Healthcare ETF

ETFs
1.76K
+ 15.91%
$82.3 - $90.02 $145K - $159K
12.9K $1.11M
KT
Kt Corp

Communication Services
19
+ 0.06%
$16.71 - $20.78 $317 - $395
30.5K $634K
UMBF
Umb Financial Corp

Financial Services
299
+ 1.93%
$86.4 - $107.99 $25.8K - $32.3K
15.8K $1.66M
RLY
Ssga Active ETF Tr

ETFs
1.93K
+ 2.87%
$25.82 - $29.59 $49.9K - $57.2K
69.3K $2.01M
EVTC
Evertec, Inc.

Technology
2.8K
+ 25.61%
$31.89 - $38.37 $89.2K - $107K
13.7K $494K
NSIT
Insight Enterprises Inc

Technology
798
+ 52.16%
$128.11 - $147.65 $102K - $118K
2.33K $321K
DAKT
Daktronics Inc

Technology
3.06K
+ 19.54%
$11.31 - $16.03 $34.6K - $49K
18.7K $282K
RGLD
Royal Gold Inc

Basic Materials
405
+ 29.2%
$155.48 - $186.71 $63K - $75.6K
1.79K $318K
FBK
Fb Financial Corp

Financial Services
2.64K
+ 10.16%
$39.93 - $46.97 $105K - $124K
28.6K $1.3M
VLY
Valley National Bancorp

Financial Services
9.9K
+ 19.6%
$7.87 - $9.2 $77.9K - $91.1K
60.4K $539K
OPCH
Option Care Health, Inc.

Healthcare
3.4K
+ 45.29%
$30.69 - $34.95 $104K - $119K
10.9K $353K
CGNX
Cognex Corp

Technology
2.29K
+ 26.09%
$23.27 - $32.07 $53.3K - $73.4K
11.1K $351K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1.31K
+ 18.91%
$53.93 - $61.5 $70.6K - $80.5K
8.23K $505K
POR
Portland General Electric CO

Utilities
4.13K
+ 21.22%
$39.96 - $44.75 $165K - $185K
23.6K $957K
LGND
Ligand Pharmaceuticals Inc

Healthcare
391
+ 7.7%
$96.67 - $118.22 $37.8K - $46.2K
5.47K $622K
ABEV
Ambev S.A.

Consumer Defensive
34K
+ 48.98%
$2.15 - $2.55 $73.1K - $86.7K
103K $249K
GNRC
Generac Holdings Inc.

Industrials
318
+ 12.77%
$101.92 - $143.21 $32.4K - $45.5K
2.81K $402K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.04K
+ 4.32%
$37.18 - $42.55 $38.5K - $44K
25K $1.06M
AVO
Mission Produce, Inc.

Consumer Defensive
4.87K
+ 21.07%
$9.74 - $12.56 $47.4K - $61.1K
28K $327K
ICUI
Icu Medical Inc

Healthcare
717
+ 49.38%
$127.74 - $151.04 $91.6K - $108K
2.17K $286K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
615
+ 13.17%
$89.4 - $99.04 $55K - $60.9K
5.29K $511K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.04K
+ 1.01%
$24.94 - $25.42 $51K - $52K
204K $5.19M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
2.19K
+ 14.77%
$78.57 - $89.09 $172K - $195K
17K $1.36M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
5.55K
+ 23.9%
$8.48 - $11.94 $47.1K - $66.3K
28.8K $298K
TMP
Tompkins Financial Corp

Financial Services
1.36K
+ 22.67%
$55.65 - $65.06 $75.7K - $88.5K
7.36K $461K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.42K
+ 3.38%
$22.3 - $22.57 $76.2K - $77.1K
104K $2.35M
ABCB
Ameris Bancorp

Financial Services
69
+ 0.63%
$50.69 - $64.92 $3.5K - $4.48K
11K $714K
XAR
Spdr S&P Aerospace & Defense E

ETFs
5
+ 0.31%
$144.94 - $210.94 $725 - $1.05K
1.61K $340K
EQH
Equitable Holdings, Inc.

Financial Services
1.03K
+ 17.15%
$43.98 - $56.1 $45.3K - $57.8K
7.04K $395K
GBCI
Glacier Bancorp, Inc.

Financial Services
2.31K
+ 13.95%
$37.85 - $44.51 $87.3K - $103K
18.8K $811K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.48K
+ 3.52%
$22.81 - $22.97 $79.4K - $79.9K
102K $2.34M
SWX
Southwest Gas Holdings, Inc.

Utilities
897
+ 18.18%
$66.91 - $76.44 $60K - $68.6K
5.83K $433K
Activity Summary
Buys All Purchases 1158 New Holdings 211 Increased Positions 947 Sells All Sells 817 Reductions 817 Sold out 0 Options Calls 0 Puts 0
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