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
FHB
First Hawaiian, Inc.

Financial Services
2.25K
+ 5.03%
$21.14 - $24.96 $47.6K - $56.2K
47K $1.17M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.37K
+ 3.18%
$23.29 - $23.38 $78.5K - $78.8K
109K $2.56M
APPF
Appfolio Inc

Technology
178
+ 4.87%
$192.02 - $234.65 $34.2K - $41.8K
3.83K $881K
GTN
Gray Television Inc

Communication Services
13.8K
+ 19.09%
$3.2 - $4.64 $44.3K - $64.2K
86.3K $391K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
2.14K
+ 21.1%
$22.01 - $27.62 $47.1K - $59.1K
12.3K $339K
RLI
Rli Corp

Financial Services
2.96K
+ 17.58%
$71.27 - $80.82 $211K - $239K
19.8K $1.43M
TRU
Trans Union

Industrials
373
+ 4.18%
$69.26 - $91.89 $25.8K - $34.3K
9.31K $818K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
689
+ 1.14%
$85.42 - $94.39 $58.9K - $65K
61.4K $5.76M
KGC
Kinross Gold Corp

Basic Materials
2.08K
+ 14.23%
$11.79 - $15.85 $24.5K - $32.9K
16.7K $260K
SSNC
Ss&C Technologies Holdings Inc

Technology
1.07K
+ 6.38%
$71.96 - $83.42 $76.9K - $89.2K
17.8K $1.48M
FTSD
Franklin ETF Tr Liberty Short

ETFs
823
+ 13.79%
$90.19 - $91.19 $74.2K - $75K
6.79K $617K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
5.36K
+ 25.89%
$22.66 - $26.12 $121K - $140K
26.1K $638K
PRGS
Progress Software Corp

Technology
118
+ 2.15%
$54.68 - $64.66 $6.45K - $7.63K
5.61K $358K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.47K
+ 12.33%
$50.52 - $50.92 $74K - $74.6K
13.3K $679K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.15K
+ 26.27%
$22.43 - $23.23 $70.5K - $73.1K
15.1K $351K
OSCV
Opus Small Cap Value ETF

ETFs
1.09K
+ 3.9%
$31.34 - $36.29 $34K - $39.4K
28.9K $1.04M
PINC
Premier, Inc.

Healthcare
371
+ 1.49%
$18.94 - $23.3 $7.03K - $8.64K
25.3K $555K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.52K
+ 23.74%
$48.46 - $50.2 $73.7K - $76.3K
7.92K $393K
FTLS
First Tr Long/Short Equity ETF

ETFs
722
+ 6.35%
$60.06 - $66.28 $43.4K - $47.9K
12.1K $801K
FCNCA
First Citizens Bancshares Inc

Financial Services
21
+ 6.91%
$1561.69 - $1966.55 $32.8K - $41.3K
325 $635K
R
Ryder System Inc

Industrials
116
+ 3.33%
$130.14 - $160.88 $15.1K - $18.7K
3.6K $572K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
840
+ 3.14%
$22.61 - $26.12 $19K - $21.9K
27.6K $721K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.4K
+ 3.3%
$29.0 - $30.68 $69.6K - $73.6K
75.2K $2.31M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
1.24K
+ 8.14%
$20.4 - $25.29 $25.2K - $31.3K
16.4K $412K
FCN
Fti Consulting, Inc

Industrials
605
+ 5.76%
$152.87 - $168.51 $92.5K - $102K
11.1K $1.79M
VSH
Vishay Intertechnology Inc

Technology
4.42K
+ 21.01%
$10.57 - $15.97 $46.8K - $70.6K
25.5K $404K
SON
Sonoco Products CO

Consumer Cyclical
4.44K
+ 13.22%
$40.6 - $47.93 $180K - $213K
38K $1.66M
VOYA
Voya Financial, Inc.

Financial Services
577
+ 6.72%
$54.27 - $71.0 $31.3K - $41K
9.16K $650K
CSGS
Csg Systems International Inc

Technology
677
+ 13.02%
$56.51 - $66.33 $38.3K - $44.9K
5.88K $383K
USPH
U S Physical Therapy Inc

Healthcare
298
+ 3.94%
$65.08 - $79.84 $19.4K - $23.8K
7.87K $615K
LUMN
Lumen Technologies, Inc.

Communication Services
9.11K
+ 14.66%
$3.07 - $4.51 $28K - $41.1K
71.2K $311K
IDCC
Inter Digital, Inc.

Communication Services
104
+ 4.07%
$183.37 - $234.7 $19.1K - $24.4K
2.66K $596K
BDN
Brandywine Realty Trust

Real Estate
20.1K
+ 18.54%
$3.5 - $4.58 $70.2K - $91.9K
128K $550K
MBSD
Flexshares Tr Disciplined Dura

ETFs
3.13K
+ 11.71%
$20.29 - $20.82 $63.4K - $65.1K
29.8K $617K
SHEL
Shell PLC

Energy
3.39K
+ 5.65%
$59.75 - $73.05 $202K - $247K
63.3K $4.46M
SPSC
Sps Commerce Inc

Technology
270
+ 3.08%
$121.61 - $152.67 $32.8K - $41.2K
9.05K $1.23M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
5.47K
+ 11.51%
$12.23 - $15.46 $66.9K - $84.6K
53K $801K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.48K
+ 8.09%
$32.56 - $35.71 $113K - $124K
46.5K $1.54M
BL
Blackline, Inc.

Technology
316
+ 5.66%
$42.27 - $58.22 $13.4K - $18.4K
5.9K $333K
KNSL
Kinsale Capital Group, Inc.

Financial Services
146
+ 5.16%
$419.99 - $501.97 $61.3K - $73.3K
2.98K $1.44M
CARG
Car Gurus, Inc.

Communication Services
809
+ 9.68%
$25.19 - $33.64 $20.4K - $27.2K
9.17K $306K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
30
+ 0.58%
$97.68 - $121.38 $2.93K - $3.64K
5.24K $636K
FXH
First Tr Exchange Trd Fd Healt

ETFs
592
+ 16.27%
$93.63 - $103.68 $55.4K - $61.4K
4.23K $438K
WTTR
Select Energy Services, Inc.

Energy
10.6K
+ 65.43%
$7.3 - $10.83 $77.1K - $114K
26.7K $230K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.29K
+ 22.33%
$46.41 - $47.7 $59.9K - $61.5K
7.07K $335K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
9
+ 0.04%
$70.7 - $82.14 $636 - $739
21.7K $1.78M
EBC
Eastern Bankshares, Inc.

Financial Services
5.92K
+ 22.02%
$14.18 - $16.5 $83.9K - $97.6K
32.8K $500K
ALGN
Align Technology Inc

Healthcare
74
+ 4.93%
$144.32 - $190.42 $10.7K - $14.1K
1.58K $298K
CBOE
Cboe Global Markets, Inc.

Financial Services
162
+ 5.09%
$205.81 - $234.23 $33.3K - $37.9K
3.34K $779K
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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