Atria Investments LLC Incresed Positions in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LNG
Cheniere Energy, Inc.

Energy
2.34K
+ 15.14%
$181.07 - $225.92 $424K - $529K
17.8K $3.83M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
49.4K
+ 128.03%
$21.43 - $22.55 $1.06M - $1.11M
87.9K $1.89M
IWP
Ishares Russell Mid Cap Growth

ETFs
7.66K
+ 148.83%
$116.4 - $138.52 $892K - $1.06M
12.8K $1.62M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
16.4K
+ 187.66%
$59.58 - $63.93 $978K - $1.05M
25.2K $1.54M
PAVE
Global X Fds Us Infrastructure

ETFs
25K
+ 126.7%
$40.41 - $45.95 $1.01M - $1.15M
44.8K $1.81M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20.5K
+ 7.74%
$50.62 - $50.97 $1.04M - $1.05M
286K $14.5M
SYK
Stryker Corp

Healthcare
2.82K
+ 11.89%
$345.14 - $392.15 $974K - $1.11M
26.5K $9.56M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.5K
+ 11.36%
$71.75 - $75.11 $1.61M - $1.69M
220K $15.9M
ACN
Accenture PLC

Technology
3.15K
+ 4.19%
$343.9 - $376.86 $1.08M - $1.19M
78.5K $27.6M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
20K
+ 161.71%
$49.25 - $53.57 $985K - $1.07M
32.4K $1.6M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
39.1K
+ 43.31%
$23.55 - $23.9 $922K - $935K
129K $3.06M
ARCC
Ares Capital Corp

Financial Services
39.4K
+ 76.91%
$20.74 - $22.27 $818K - $878K
90.7K $1.98M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.05K
+ 8.72%
$173.13 - $258.09 $182K - $272K
13.1K $3.03M
XLC
Select Sector Spdr Tr Communic

ETFs
4.48K
+ 6.4%
$89.66 - $102.16 $402K - $458K
74.5K $7.21M
AXON
Axon Enterprise, Inc.

Industrials
199
+ 5.1%
$399.22 - $689.78 $79.4K - $137K
4.1K $2.44M
ETN
Eaton Corp PLC

Industrials
2.56K
+ 4.88%
$326.96 - $377.52 $837K - $966K
55K $18.2M
MSI
Motorola Solutions, Inc.

Technology
1.56K
+ 12.94%
$449.08 - $504.6 $700K - $787K
13.6K $6.29M
DTM
Dt Midstream, Inc.

Energy
6.95K
+ 82.05%
$78.85 - $108.56 $548K - $754K
15.4K $1.53M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
48.8K
+ 75.47%
$18.28 - $18.87 $891K - $920K
113K $2.08M
UAL
United Airlines Holdings, Inc.

Industrials
7.2K
+ 175.17%
$55.62 - $102.44 $400K - $737K
11.3K $1.1M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
32.6K
+ 10.63%
$9.95 - $12.23 $324K - $398K
339K $3.98M
BK
Bank Of New York Mellon Corp

Financial Services
6.34K
+ 8.46%
$70.82 - $81.87 $449K - $519K
81.2K $6.24M
HYDB
Ishares Tr Edge High Yield Def

ETFs
17.9K
+ 93.75%
$46.68 - $47.95 $835K - $857K
37K $1.74M
BR
Broadridge Financial Solutions, Inc.

Technology
2.16K
+ 7.28%
$209.64 - $236.44 $452K - $510K
31.8K $7.19M
SQ
Block, Inc.

Technology
2.78K
+ 8.63%
$65.06 - $98.92 $181K - $275K
35K $2.97M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.42K
+ 10.14%
$340.59 - $380.5 $482K - $538K
15.4K $5.63M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
16.8K
+ 223.89%
$47.07 - $48.75 $790K - $818K
24.3K $1.16M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
3.16K
+ 18.52%
$107.98 - $143.92 $341K - $455K
20.2K $2.72M
IEMG
Ishares Inc

ETFs
14.5K
+ 1.98%
N/A
743K $39.9M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
8.27K
+ 35.0%
$60.17 - $75.64 $497K - $625K
31.9K $2.27M
FDT
First Trust Developed Markets

ETFs
16.3K
+ 43.45%
$53.27 - $57.72 $869K - $941K
53.8K $2.91M
CSX
Csx Corp

Industrials
27.6K
+ 40.23%
$31.58 - $36.88 $872K - $1.02M
96.2K $3.11M
ATO
Atmos Energy Corp

Utilities
5.14K
+ 16.38%
$136.41 - $151.43 $702K - $779K
36.5K $5.09M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
31.1K
+ 12.57%
$22.04 - $23.08 $685K - $718K
278K $6.24M
OKE
Oneok Inc

Energy
4.98K
+ 21.12%
$92.28 - $117.05 $459K - $582K
28.5K $2.87M
ORCL
Oracle Corp

Technology
9.89K
+ 3.91%
$165.41 - $192.43 $1.64M - $1.9M
263K $43.8M
CWB
Spdr Bloomberg Convertible Sec

ETFs
7.97K
+ 11.79%
$76.21 - $82.24 $608K - $656K
75.6K $5.89M
PH
Parker Hannifin Corp

Industrials
935
+ 3.56%
$621.74 - $709.46 $581K - $663K
27.2K $17.3M
TTD
Trade Desk, Inc.

Technology
3.75K
+ 11.76%
$108.7 - $139.51 $408K - $523K
35.6K $4.19M
TDY
Teledyne Technologies Inc

Technology
593
+ 3.88%
$436.59 - $489.24 $259K - $290K
15.9K $7.36M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
9.54K
+ 4.07%
$57.47 - $61.21 $548K - $584K
244K $14.3M
PAYC
Paycom Software, Inc.

Technology
25
+ 0.14%
$159.94 - $240.25 $4K - $6.01K
17.4K $3.56M
DFS
Discover Financial Services

Financial Services
1.39K
+ 10.91%
$136.3 - $182.67 $190K - $255K
14.2K $2.46M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
24.6K
+ 5.49%
$35.45 - $40.33 $872K - $992K
473K $16.9M
XLB
Select Sector Spdr Fd Material

ETFs
8.39K
+ 136.42%
$83.8 - $97.58 $703K - $819K
14.5K $1.22M
FDVV
Fidelity High Dividend ETF

ETFs
14.6K
+ 9.71%
$49.66 - $52.63 $725K - $769K
165K $8.24M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
4.07K
+ 10.1%
$105.85 - $112.84 $431K - $460K
44.4K $4.9M
IWS
Ishares Russell Midcap Value E

ETFs
5.32K
+ 23.22%
$128.08 - $140.32 $681K - $746K
28.2K $3.65M
CDNS
Cadence Design Systems Inc

Technology
815
+ 6.53%
$249.1 - $324.54 $203K - $265K
13.3K $4M
Activity Summary
Buys All Purchases 944 New Holdings 138 Increased Positions 806 Sells All Sells 893 Reductions 893 Sold out 0 Options Calls 0 Puts 0
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