Atria Investments LLC Reduced Holdings in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NICE
Nice Ltd.

Technology
-109
- 6.34%
$139.18 - $178.5 $15.2K - $19.5K
1.61K $248K
SCI
Service Corp International

Consumer Cyclical
-551
- 17.18%
$75.99 - $84.16 $41.9K - $46.4K
2.66K $213K
EFSC
Enterprise Financial Services Corp

Financial Services
-546
- 12.76%
$53.74 - $61.95 $29.3K - $33.8K
3.73K $200K
SU
Suncor Energy Inc

Energy
-1.9K
- 17.61%
$34.27 - $40.63 $65.2K - $77.3K
8.9K $344K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-60
- 0.57%
$59.79 - $67.15 $3.59K - $4.03K
10.5K $636K
COTY
Coty Inc.

Consumer Defensive
-438
- 1.72%
$5.43 - $7.61 $2.38K - $3.33K
25K $136K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
-9.87K
- 2.33%
$20.83 - $21.52 $206K - $212K
414K $8.91M
MAIN
Main Street Capital Corp

Financial Services
-222
- 1.72%
$54.71 - $63.1 $12.1K - $14K
12.7K $715K
HOMB
Home Bancshares Inc

Financial Services
-1.37K
- 15.07%
$27.23 - $31.23 $37.4K - $42.9K
7.74K $218K
UYG
Proshares Ultra Financials

ETFs
-547
- 19.51%
$80.83 - $98.72 $44.2K - $54K
2.26K $201K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-574
- 2.93%
$47.47 - $48.84 $27.2K - $28K
19K $908K
ALLE
Allegion PLC

Industrials
-247
- 1.19%
$123.79 - $135.5 $30.6K - $33.5K
20.5K $2.67M
CNTA
Centessa Pharmaceuticals PLC

Healthcare
-227
- 1.65%
$14.38 - $19.03 $3.26K - $4.32K
13.5K $194K
ZG
Zillow Group, Inc.

Communication Services
-288
- 7.55%
$66.41 - $85.29 $19.1K - $24.6K
3.53K $235K
EMLP
First Tr Exchange Traded Iv

ETFs
-1.76K
- 10.21%
$35.79 - $38.28 $62.8K - $67.2K
15.4K $578K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.88K
- 7.6%
$41.61 - $44.72 $78.3K - $84.2K
22.9K $991K
BOH
Bank Of Hawaii Corp

Financial Services
-263
- 4.24%
$65.97 - $75.81 $17.4K - $19.9K
5.94K $409K
MKTX
Marketaxess Holdings Inc

Financial Services
-91
- 7.15%
$189.81 - $226.47 $17.3K - $20.6K
1.18K $255K
WDFC
Wd 40 CO

Basic Materials
-145
- 7.27%
$226.67 - $250.92 $32.9K - $36.4K
1.85K $451K
FIZZ
National Beverage Corp

Consumer Defensive
-513
- 5.83%
$38.95 - $43.68 $20K - $22.4K
8.29K $344K
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-6
- 0.08%
$48.0 - $54.24 $288 - $325
7.89K $380K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-12
- 0.16%
$69.69 - $79.99 $836 - $960
7.34K $524K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-4.01K
- 3.11%
$22.35 - $24.52 $89.5K - $98.2K
125K $2.97M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-747
- 6.85%
$49.67 - $51.43 $37.1K - $38.4K
10.2K $518K
RDY
Dr Reddys Laboratories LTD

Healthcare
-91
- 0.84%
$12.53 - $15.81 $1.14K - $1.44K
10.7K $140K
NKSH
National Bankshares Inc

Financial Services
-300
- 2.97%
$26.55 - $30.25 $7.97K - $9.08K
9.82K $261K
AER
Aer Cap Holdings N.V.

Industrials
-1.25K
- 7.96%
$94.11 - $105.78 $118K - $132K
14.5K $1.48M
FAAR
First Trust Vii Alternative Ab

ETFs
-1.27K
- 11.4%
$27.81 - $28.97 $35.3K - $36.7K
9.85K $284K
RRC
Range Resources Corp

Energy
-1.47K
- 17.44%
$35.22 - $41.29 $51.8K - $60.7K
6.96K $277K
AL
Air Lease Corp

Industrials
-578
- 2.89%
$43.38 - $51.13 $25.1K - $29.6K
19.4K $939K
BMO
Bank Of Montreal

Financial Services
-15
- 0.09%
$94.92 - $104.14 $1.42K - $1.56K
15.9K $1.52M
LDI
Loan Depot, Inc.

Financial Services
-591
- 2.09%
$1.19 - $1.95 $703 - $1.15K
27.7K $32K
PTEN
Patterson Uti Energy Inc

Energy
-2.83K
- 8.11%
$7.15 - $9.45 $20.2K - $26.7K
32K $263K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-995
- 6.53%
$23.87 - $24.35 $23.8K - $24.2K
14.2K $341K
TRMB
Trimble Inc.

Technology
-45
- 1.12%
$65.52 - $77.49 $2.95K - $3.49K
3.98K $261K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-116
- 0.95%
$29.68 - $32.59 $3.44K - $3.78K
12.1K $362K
SGOL
Abrdn Gold ETF Trust

ETFs
-8.91K
- 17.54%
$25.14 - $29.82 $224K - $266K
41.9K $1.25M
AGCO
Agco Corp

Industrials
-212
- 5.67%
$88.82 - $106.69 $18.8K - $22.6K
3.52K $326K
FFIN
First Financial Bankshares Inc

Financial Services
-617
- 6.44%
$34.78 - $38.52 $21.5K - $23.8K
8.97K $322K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
-3.93K
- 14.95%
$1.14 - $2.1 $4.48K - $8.24K
22.3K $26K
EHC
Encompass Health Corp

Healthcare
-1K
- 11.14%
$91.05 - $102.2 $91.4K - $103K
8.01K $810K
BKR
Baker Hughes CO

Energy
-3.15K
- 7.8%
$41.16 - $48.85 $130K - $154K
37.3K $1.64M
CASH
Meta Financial Group Inc

Financial Services
-237
- 7.07%
$69.94 - $81.54 $16.6K - $19.3K
3.12K $227K
AJG
Arthur J. Gallagher & Co.

Financial Services
-5.49K
- 17.96%
$275.89 - $345.24 $1.52M - $1.9M
25.1K $8.67M
HIW
Highwoods Properties, Inc.

Real Estate
-309
- 3.25%
$27.69 - $30.78 $8.56K - $9.51K
9.2K $272K
FTI
Technip Fmc PLC

Energy
-4.74K
- 9.79%
$25.3 - $32.57 $120K - $154K
43.7K $1.38M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-650
- 2.4%
N/A
26.5K $674K
DOCS
Doximity, Inc.

Healthcare
-995
- 11.09%
$49.71 - $83.14 $49.5K - $82.7K
7.98K $463K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-49
- 1.53%
$75.92 - $84.67 $3.72K - $4.15K
3.16K $243K
Activity Summary
Buys All Purchases 1148 New Holdings 183 Increased Positions 965 Sells All Sells 739 Reductions 739 Sold out 0 Options Calls 0 Puts 0
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