Atria Investments LLC Incresed Positions in Q3 2024

Atria Investments LLC

  • $7.56 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
9.29K
+ 13.63%
$9.97 - $11.33 $92.6K - $105K
77.4K $854K
RJF
Raymond James Financial Inc

Financial Services
1.06K
+ 3.47%
$106.39 - $125.13 $112K - $132K
31.5K $3.86M
STAG
Stag Industrial, Inc.

Real Estate
414
+ 1.59%
$35.42 - $40.98 $14.7K - $17K
26.4K $1.03M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
631
+ 10.47%
$82.19 - $91.05 $51.9K - $57.5K
6.66K $602K
WHD
Cactus, Inc.

Energy
704
+ 9.43%
$51.05 - $63.46 $35.9K - $44.7K
8.17K $487K
EMTL
Spdr Doubleline Emerging Marke

ETFs
1.47K
+ 6.03%
$41.96 - $43.49 $61.7K - $63.9K
25.8K $1.12M
IYF
Ishares Tr

ETFs
261
+ 3.71%
$93.83 - $105.05 $24.5K - $27.4K
7.29K $757K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
2.91K
+ 15.15%
$14.84 - $21.08 $43.2K - $61.3K
22.1K $453K
DAL
Delta Air Lines, Inc.

Industrials
115
+ 0.45%
$37.32 - $51.8 $4.29K - $5.96K
25.8K $1.31M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
306
+ 1.66%
$55.51 - $61.51 $17K - $18.8K
18.7K $1.14M
BRBR
Bellring Brands, Inc.

Consumer Defensive
927
+ 9.97%
$48.99 - $61.11 $45.4K - $56.6K
10.2K $621K
BKH
Black Hills Corp

Utilities
926
+ 18.71%
$53.42 - $61.53 $49.5K - $57K
5.87K $359K
AVTR
Avantor, Inc.

Basic Materials
734
+ 4.83%
$20.58 - $27.7 $15.1K - $20.3K
15.9K $411K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
886
+ 8.76%
$50.02 - $54.5 $44.3K - $48.3K
11K $599K
MBLY
Mobileye Global Inc.
16.9K
+ 168.65%
$10.57 - $27.89 $178K - $470K
26.9K $367K
ARCC
Ares Capital Corp

Financial Services
3.87K
+ 8.16%
$19.8 - $21.28 $76.6K - $82.3K
51.3K $1.07M
THG
Hanover Insurance Group, Inc.

Financial Services
197
+ 7.77%
$123.93 - $149.6 $24.4K - $29.5K
2.73K $404K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
684
+ 4.27%
$39.98 - $43.99 $27.3K - $30.1K
16.7K $734K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.52K
+ 4.63%
$50.61 - $50.96 $76.9K - $77.5K
34.3K $1.75M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
954
+ 3.57%
$43.8 - $45.62 $41.8K - $43.5K
27.7K $1.26M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
1.7K
+ 27.4%
$33.2 - $41.73 $56.5K - $71.1K
7.92K $330K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.44K
+ 16.79%
$46.89 - $52.24 $67.4K - $75.1K
10K $518K
MTN
Vail Resorts Inc

Consumer Cyclical
676
+ 10.92%
$167.58 - $188.32 $113K - $127K
6.86K $1.2M
BMI
Badger Meter Inc

Technology
1
+ 0.04%
$184.77 - $219.63 $185 - $220
2.54K $554K
DOCU
Docusign, Inc.

Technology
96
+ 1.1%
$49.73 - $62.53 $4.77K - $6K
8.84K $548K
PJT
Pjt Partners Inc.

Financial Services
142
+ 5.87%
$108.91 - $136.42 $15.5K - $19.4K
2.56K $341K
STEP
Step Stone Group Inc.

Financial Services
59
+ 0.83%
$44.49 - $57.92 $2.62K - $3.42K
7.14K $405K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
20
+ 0.15%
$72.22 - $81.88 $1.44K - $1.64K
13.3K $1.04M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
1.57K
+ 16.1%
$26.56 - $32.5 $41.6K - $50.9K
11.3K $350K
CR
Crane Holdings, Co.

Industrials
208
+ 5.96%
$140.34 - $160.42 $29.2K - $33.4K
3.7K $585K
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.02K
+ 6.03%
$38.04 - $44.16 $38.9K - $45.2K
18K $779K
MDB
Mongo Db, Inc.

Technology
135
+ 6.62%
$221.5 - $296.69 $29.9K - $40.1K
2.18K $587K
RF
Regions Financial Corp

Financial Services
754
+ 4.11%
$19.51 - $23.42 $14.7K - $17.7K
19.1K $445K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.24K
+ 2.33%
$25.38 - $26.27 $31.4K - $32.5K
54.4K $1.43M
NTNX
Nutanix, Inc.

Technology
1.15K
+ 29.33%
$46.0 - $63.19 $52.8K - $72.5K
5.06K $299K
IDV
Ishares Tr

ETFs
578
+ 2.51%
$27.62 - $30.64 $16K - $17.7K
23.6K $713K
GFL
Gfl Environmental Inc.

Industrials
1.57K
+ 11.33%
$37.64 - $43.49 $59K - $68.1K
15.4K $614K
CODI
Compass Diversified Holdings

Industrials
2.72K
+ 4.21%
$20.23 - $24.06 $55K - $65.5K
67.4K $1.49M
FSTR
Foster L B CO

Industrials
4.31K
+ 34.06%
$16.08 - $24.01 $69.3K - $104K
17K $346K
DT
Dynatrace, Inc.

Technology
240
+ 3.45%
$40.49 - $53.47 $9.72K - $12.8K
7.2K $385K
SWX
Southwest Gas Holdings, Inc.

Utilities
848
+ 26.91%
$68.16 - $75.87 $57.8K - $64.3K
4K $294K
IAC
Iac/Inter Active Corp

Communication Services
743
+ 15.81%
$45.12 - $54.7 $33.5K - $40.6K
5.44K $293K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
815
+ 3.96%
$36.78 - $39.02 $30K - $31.8K
21.4K $834K
GBDC
Golub Capital Bdc, Inc.

Financial Services
8.27K
+ 9.31%
$14.36 - $16.0 $119K - $132K
97.2K $1.47M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.33K
+ 3.79%
$24.86 - $26.33 $33.1K - $35.1K
36.5K $954K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
188
+ 2.13%
$90.87 - $102.43 $17.1K - $19.3K
9.02K $890K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
14
+ 0.13%
$97.05 - $106.1 $1.36K - $1.49K
10.7K $1.13M
VLUE
Ishares Msci Usa Value Factor

ETFs
277
+ 3.78%
$99.14 - $109.18 $27.5K - $30.2K
7.61K $829K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
971
+ 1.76%
$17.02 - $18.39 $16.5K - $17.9K
56.2K $1.03M
Activity Summary
Buys All Purchases 1021 New Holdings 170 Increased Positions 851 Sells All Sells 872 Reductions 872 Sold out 0 Options Calls 0 Puts 0
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