Atria Investments LLC Reduced Holdings in Q4 2024

Atria Investments LLC

  • $7.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-924
- 12.1%
$89.9 - $100.66 $83.1K - $93K
6.71K $606K
POR
Portland General Electric CO

Utilities
-1.34K
- 12.9%
$43.52 - $48.99 $58.2K - $65.5K
9.03K $393K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.1K
- 9.96%
$50.06 - $55.0 $54.9K - $60.3K
9.91K $497K
BAR
Granite Shares Gold Trust

ETFs
-3.88K
- 14.61%
$25.3 - $27.51 $98.1K - $107K
22.7K $586K
NCNO
N Cino, Inc.

Technology
-4.78K
- 16.21%
$30.14 - $42.64 $144K - $204K
24.7K $829K
TNDM
Tandem Diabetes Care Inc

Healthcare
-855
- 7.8%
$27.34 - $41.78 $23.4K - $35.7K
10.1K $363K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-2.43K
- 10.5%
$47.71 - $49.76 $116K - $121K
20.7K $1.02M
BCPC
Balchem Corp

Basic Materials
-378
- 13.96%
$163.0 - $183.41 $61.6K - $69.3K
2.33K $379K
CGNX
Cognex Corp

Technology
-1.27K
- 11.36%
$35.61 - $43.05 $45.2K - $54.7K
9.91K $355K
UHAL
Amerco

Industrials
-78
- 0.72%
$67.46 - $78.4 $5.26K - $6.12K
10.8K $746K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-2.43K
- 11.58%
$45.35 - $47.21 $110K - $115K
18.5K $862K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-1.47K
- 17.09%
N/A
7.11K $460K
MKSI
Mks Instruments Inc

Technology
-683
- 12.86%
$98.56 - $117.93 $67.3K - $80.5K
4.63K $483K
ED
Consolidated Edison Inc

Utilities
-349
- 8.29%
$88.87 - $107.38 $31K - $37.5K
3.86K $344K
COLB
Columbia Banking System, Inc.

Financial Services
-4.59K
- 13.01%
$25.29 - $32.01 $116K - $147K
30.7K $828K
GRFS
Grifols Sa

Healthcare
-4.97K
- 12.83%
$6.99 - $9.55 $34.7K - $47.5K
33.8K $251K
CRUS
Cirrus Logic, Inc.

Technology
-27
- 0.75%
$99.58 - $125.3 $2.69K - $3.38K
3.57K $355K
CBOE
Cboe Global Markets, Inc.

Financial Services
-307
- 8.79%
$191.61 - $217.84 $58.8K - $66.9K
3.19K $622K
EXC
Exelon Corp

Utilities
-1.08K
- 6.32%
$36.22 - $40.97 $39.1K - $44.2K
16K $601K
HLMN
Hillman Solutions Corp.

Industrials
-2.93K
- 3.87%
$9.66 - $11.54 $28.3K - $33.8K
72.7K $708K
HLI
Houlihan Lokey, Inc.

Financial Services
-2.55K
- 11.33%
$158.81 - $190.49 $405K - $485K
19.9K $3.46M
GRMN
Garmin LTD

Technology
-2.11K
- 18.5%
$161.91 - $220.77 $341K - $465K
9.28K $1.91M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-2.33K
- 10.58%
$44.57 - $46.43 $104K - $108K
19.7K $899K
STNE
Stone Co Ltd.

Technology
-2.72K
- 13.43%
$7.88 - $11.59 $21.4K - $31.5K
17.5K $139K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-1.27K
- 11.75%
$29.11 - $38.87 $37K - $49.4K
9.55K $279K
EPC
Edgewell Personal Care CO

Consumer Defensive
-1.03K
- 5.22%
$33.5 - $38.25 $34.4K - $39.3K
18.6K $626K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-12.8K
- 24.49%
$12.27 - $15.41 $157K - $197K
39.3K $569K
CTSH
Cognizant Technology Solutions Corp

Technology
-1.04K
- 4.17%
$74.37 - $82.32 $77.6K - $85.9K
24K $1.84M
LAD
Lithia Motors Inc

Consumer Cyclical
-620
- 17.97%
$303.15 - $394.27 $188K - $244K
2.83K $1.01M
BGNE
Bei Gene, Ltd.

Healthcare
-33
- 1.71%
$174.72 - $246.04 $5.77K - $8.12K
1.89K $349K
VST
Vistra Corp.

Utilities
-3.84K
- 16.63%
$115.74 - $166.61 $444K - $639K
19.2K $2.65M
HMC
Honda Motor CO LTD

Consumer Cyclical
-1.85K
- 20.34%
$23.7 - $32.62 $43.8K - $60.2K
7.23K $206K
PCVX
Vaxcyte, Inc.

Healthcare
-11
- 0.44%
$80.97 - $117.93 $891 - $1.3K
2.5K $204K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.58K
- 16.67%
$33.39 - $37.66 $52.9K - $59.7K
7.92K $264K
CHD
Church & Dwight CO Inc

Consumer Defensive
-791
- 2.14%
$99.11 - $112.25 $78.4K - $88.8K
36.1K $3.78M
CERT
Certara, Inc.

Healthcare
-5.59K
- 28.32%
$9.55 - $11.71 $53.4K - $65.5K
14.2K $150K
SNOW
Snowflake Inc.

Technology
-2.22K
- 33.52%
$109.65 - $186.51 $243K - $413K
4.39K $678K
NOMD
Nomad Foods LTD

Consumer Defensive
-2.12K
- 11.03%
$16.25 - $18.57 $34.4K - $39.3K
17.1K $286K
JJSF
J&J Snack Foods Corp

Consumer Defensive
-339
- 20.81%
$155.13 - $179.02 $52.6K - $60.7K
1.29K $200K
HWC
Hancock Whitney Corp

Financial Services
-1.84K
- 30.0%
$49.12 - $61.04 $90.6K - $113K
4.3K $235K
PAM
Pampa Energy Inc.

Utilities
-4.49K
- 39.4%
$59.98 - $91.79 $269K - $412K
6.9K $606K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.7K
- 13.49%
$48.45 - $52.57 $82.4K - $89.4K
10.9K $541K
AZPN
Aspen Technology, Inc.

Technology
-1.04K
- 6.15%
$231.19 - $253.16 $240K - $263K
15.8K $3.95M
WDFC
Wd 40 CO

Basic Materials
-174
- 8.03%
$242.06 - $290.11 $42.1K - $50.5K
1.99K $483K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-2.96K
- 3.3%
$48.43 - $52.86 $143K - $156K
86.7K $4.3M
MOD
Modine Manufacturing CO

Consumer Cyclical
-78
- 2.02%
$109.77 - $143.22 $8.56K - $11.2K
3.78K $438K
DERM
Journey Medical Corp

Healthcare
-952
- 2.14%
$3.97 - $6.53 $3.78K - $6.22K
43.4K $176K
SJW
Sjw Group

Utilities
-417
- 7.06%
$49.07 - $60.38 $20.5K - $25.2K
5.49K $270K
FIZZ
National Beverage Corp

Consumer Defensive
-724
- 7.6%
$42.5 - $50.03 $30.8K - $36.2K
8.8K $375K
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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