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
Pacer Fds Tr
-17.7K
- 13.4%
N/A
114K $0
Elevation Series Trust
-1.33K
- 11.33%
N/A
10.4K $0
FJAN
First Exc Trd Viii Cboe Vest U
-86.6K
- 72.82%
N/A
32.3K $0
Crane Company
-270
- 16.85%
N/A
1.33K $0
Unified Ser Tr
-21.5K
- 6.96%
N/A
287K $0
Knife River Corp
-16
- 0.27%
N/A
5.85K $0
Blackrock Inc
-541
- 3.65%
N/A
14.3K $0
ETF Ser Solutions
-7.8K
- 14.8%
N/A
44.9K $0
BFB
Brown Forman Corp Cl B
-438
- 4.88%
N/A
8.54K $0
Labcorp Holdings Inc
-12
- 0.13%
N/A
9.52K $0
Rb Global Inc
-8.79K
- 18.2%
N/A
39.5K $0
Advisor Managed Portfolios
-383
- 2.15%
N/A
17.4K $0
Ge Vernova Inc
-587
- 8.77%
N/A
6.11K $0
Checkpoint Therapeutics Inc
-2.38K
- 6.37%
N/A
34.9K $0
Advisors Inner Circle Fd Ii
-3.01K
- 20.55%
N/A
11.6K $0
J P Morgan Exchange Traded F
-526
- 2.51%
N/A
20.4K $0
Innovex International Inc
-7
- 0.01%
N/A
63.3K $0
FTGS
First Tr Exchange Traded Fd Gr
-30.7K
- 23.7%
N/A
98.9K $0
First Tr Exchng Traded Fd Vi
-4.06K
- 2.35%
N/A
169K $0
Tko Group Holdings Inc
-1.22K
- 31.67%
N/A
2.62K $0
Brookfield Asset Managmt LTD
-4.38K
- 29.09%
N/A
10.7K $0
Te Connectivity PLC
-2.47K
- 9.63%
N/A
23.1K $0
Capital Group Dividend Growe
-193
- 2.45%
N/A
7.69K $0
OAIM
Unified Ser Tr Oneascent Intl
-1.4M
- 54.55%
N/A
1.16M $0
OAEM
Unified Ser Tr Oneascent Emerg
-825K
- 78.4%
N/A
227K $0
Ea Series Trust
-121
- 1.49%
N/A
8.03K $0
Brookfield Corp
-3.72K
- 8.24%
N/A
41.4K $0
Thomson Reuters Corp
-885
- 19.34%
N/A
3.69K $0
HFND
Tidal ETF Tr Unlimited Hedge I
-1.18K
- 10.23%
N/A
10.3K $0
Veralto Corp
-684
- 7.12%
N/A
8.93K $0
Innovator Etfs Trust
-1.24K
- 3.09%
N/A
38.9K $0
Strategic Trust
-6K
- 7.04%
N/A
79.3K $0
GTY
Getty Realty Corp

Real Estate
-363
- 3.33%
$29.11 - $31.4 $10.6K - $11.4K
10.5K $328K
Ferguson Enterprises Inc
-6.16K
- 41.13%
N/A
8.81K $0
OALC
Unified Ser Tr Oneascent Large
-1.54M
- 64.86%
N/A
834K $0
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-137
- 1.13%
$22.42 - $23.22 $3.07K - $3.18K
12K $276K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-17
- 0.17%
$49.22 - $51.73 $837 - $879
9.89K $499K
HSBC
Hsbc Holdings PLC

Financial Services
-772
- 13.11%
$48.68 - $61.58 $37.6K - $47.5K
5.12K $293K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-1.48K
- 4.46%
$17.61 - $18.7 $26K - $27.6K
31.6K $590K
UHS
Universal Health Services Inc

Healthcare
-32
- 2.82%
$163.99 - $193.27 $5.25K - $6.18K
1.1K $206K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-124
- 1.37%
$44.87 - $56.71 $5.56K - $7.03K
8.91K $433K
FID
First Tr Exchange Trded Fd Vi

ETFs
-566
- 3.71%
$15.83 - $17.53 $8.96K - $9.92K
14.7K $253K
SANM
Sanmina Corp

Technology
-77
- 0.38%
$73.38 - $90.52 $5.65K - $6.97K
20.2K $1.54M
ADT
Adt Inc.

Industrials
-1.69K
- 11.27%
$6.87 - $8.23 $11.6K - $13.9K
13.3K $108K
MT
Arcelor Mittal

Basic Materials
-1.54K
- 17.59%
$21.82 - $33.93 $33.5K - $52.2K
7.2K $207K
MA
Mastercard Inc

Financial Services
-3.19K
- 3.92%
$504.67 - $576.31 $1.61M - $1.84M
78.2K $42.8M
FNDF
Schwab Fundamental Intl Large

ETFs
-1.4K
- 7.08%
$32.9 - $37.45 $46K - $52.4K
18.4K $663K
WTW
Willis Towers Watson PLC

Financial Services
-191
- 6.86%
$306.61 - $340.78 $58.6K - $65.1K
2.6K $876K
AMCR
Amcor PLC

Consumer Cyclical
-3.45K
- 2.44%
$9.33 - $10.39 $32.2K - $35.9K
138K $1.34M
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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