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
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12.7K
+ 3.29%
$29.73 - $30.81 $376K - $390K
397K $12.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.8K
+ 65.17%
$48.33 - $49.08 $620K - $630K
32.5K $1.58M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
18.1K
+ 18.62%
$43.02 - $45.21 $780K - $819K
115K $4.99M
DE
Deere & CO

Industrials
1.24K
+ 10.73%
$389.45 - $466.0 $484K - $579K
12.8K $5.43M
PRIM
Primoris Services Corp

Industrials
4.23K
+ 28.31%
$57.06 - $84.91 $241K - $359K
19.2K $1.46M
KEYS
Keysight Technologies, Inc.

Technology
3.63K
+ 50.39%
$149.01 - $172.53 $541K - $626K
10.8K $1.74M
PANW
Palo Alto Networks Inc

Technology
29.9K
+ 98.53%
$181.96 - $405.9 $5.45M - $12.1M
60.3K $11M
HXL
Hexcel Corp

Industrials
9.18K
+ 56.18%
$58.56 - $65.31 $537K - $599K
25.5K $1.6M
XLRE
Select Sector Spdr Tr Real Est

ETFs
22.5K
+ 26.39%
$40.06 - $45.21 $900K - $1.02M
108K $4.37M
VICI
Vici Properties Inc.

Real Estate
22.9K
+ 86.59%
$28.27 - $33.19 $647K - $760K
49.3K $1.44M
JBBB
Janus Detroit Str Tr Henderson

ETFs
10.6K
+ 6.54%
$48.59 - $49.45 $516K - $525K
173K $8.51M
LVHI
Franklin International Low Vol

ETFs
21.4K
+ 10.07%
$29.98 - $31.57 $641K - $675K
234K $7.14M
CTRA
Coterra Energy Inc.

Energy
12.9K
+ 10.12%
$22.71 - $27.63 $292K - $356K
140K $3.58M
VFH
Vanguard Financial ETF

ETFs
1.66K
+ 4.07%
$108.87 - $126.2 $181K - $210K
42.5K $5.02M
TDIV
First Trust Nasdaq Technology

ETFs
7.54K
+ 21.72%
$78.03 - $82.13 $589K - $619K
42.3K $3.32M
HUBS
Hubspot Inc

Technology
51
+ 1.73%
$514.07 - $757.4 $26.2K - $38.6K
3K $2.09M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
306K
+ 223.12%
$26.93 - $84.95 $8.23M - $26M
443K $12.1M
SE
Sea LTD

Consumer Cyclical
3.15K
+ 21.52%
$93.56 - $117.41 $294K - $369K
17.8K $1.89M
SEIC
Sei Investments CO

Financial Services
368
+ 1.03%
$69.36 - $86.58 $25.5K - $31.9K
36K $2.97M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
10.1K
+ 12.29%
$50.53 - $55.55 $512K - $563K
92.7K $4.72M
CME
Cme Group Inc.

Financial Services
690
+ 2.38%
$221.17 - $246.02 $153K - $170K
29.7K $6.91M
OMF
One Main Holdings, Inc.

Financial Services
3.73K
+ 6.56%
$45.27 - $57.43 $169K - $214K
60.7K $3.16M
WTFC
Wintrust Financial Corp

Financial Services
2.8K
+ 34.52%
$104.15 - $138.5 $292K - $388K
10.9K $1.36M
QDPL
Pacer Fds Tr Metaurus Us Large
11.8K
+ 23.81%
$37.54 - $40.11 $444K - $474K
61.5K $2.36M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
4.57K
+ 25.84%
$67.53 - $85.82 $309K - $392K
22.3K $1.74M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
26.6K
+ 19.33%
$30.48 - $34.2 $812K - $911K
164K $5.01M
RPM
Rpm International Inc

Basic Materials
3.23K
+ 10.9%
$120.09 - $140.26 $388K - $453K
32.9K $4.04M
SPIB
Spdr Portfolio Intermediate Te

ETFs
15.5K
+ 28.25%
$32.65 - $33.68 $505K - $521K
70.3K $2.3M
ICVT
Ishares Tr Convertible Bond Et

ETFs
5.03K
+ 25.02%
$83.09 - $89.28 $418K - $449K
25.1K $2.13M
CNP
Centerpoint Energy Inc

Utilities
12.6K
+ 57.07%
$28.58 - $32.66 $359K - $410K
34.6K $1.1M
CAH
Cardinal Health Inc

Healthcare
2.93K
+ 22.9%
$107.89 - $125.33 $317K - $368K
15.7K $1.86M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.68K
+ 64.28%
$65.67 - $69.79 $439K - $466K
17.1K $1.14M
XEL
Xcel Energy Inc

Utilities
3.92K
+ 4.87%
$62.16 - $72.92 $244K - $286K
84.5K $5.7M
XLE
Energy Sector Spdr

ETFs
8.82K
+ 6.0%
$83.32 - $97.27 $735K - $858K
156K $13.4M
FVD
First Tr Value Line Divid Inde

ETFs
16.2K
+ 10.9%
$43.4 - $46.7 $705K - $759K
165K $7.21M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
9.43K
+ 21.34%
N/A
53.6K $2.46M
DHS
Wisdomtree Tr U.S

ETFs
4.65K
+ 135.64%
$92.66 - $100.58 $431K - $467K
8.07K $753K
DASH
Door Dash, Inc.

Communication Services
977
+ 9.19%
$141.93 - $180.48 $139K - $176K
11.6K $1.95M
CACC
Credit Acceptance Corp

Financial Services
838
+ 70.84%
$417.33 - $497.7 $350K - $417K
2.02K $948K
TYL
Tyler Technologies Inc

Technology
775
+ 22.02%
$576.64 - $635.69 $447K - $493K
4.3K $2.48M
GDDY
Go Daddy Inc.

Technology
256
+ 2.83%
$153.16 - $209.03 $39.2K - $53.5K
9.3K $1.84M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.15K
+ 53.69%
$50.73 - $51.08 $413K - $416K
23.3K $1.19M
TTC
Toro CO

Industrials
6.95K
+ 30.57%
$80.1 - $88.44 $557K - $615K
29.7K $2.38M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.84K
+ 14.21%
$44.33 - $49.55 $436K - $487K
79K $3.55M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
21.4K
+ 33.03%
$19.42 - $19.76 $415K - $423K
86.2K $1.68M
ITA
Ishares Tr

ETFs
3.37K
+ 16.02%
$144.31 - $157.31 $486K - $530K
24.4K $3.54M
SKYY
First Trust Cloud Computing Et

ETFs
1.39K
+ 10.18%
$99.98 - $130.46 $139K - $181K
15K $1.79M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.58K
+ 31.22%
$89.97 - $98.59 $322K - $353K
15.1K $1.43M
VCR
Vanguard Consumer Discretionar

ETFs
102
+ 1.02%
$328.51 - $401.37 $33.5K - $40.9K
10.1K $3.81M
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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