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
Liberty Media Corp Del
-918
- 5.07%
N/A
17.2K $0
Canadian Pacific Kansas City
-4.78K
- 11.29%
N/A
37.5K $0
Ea Series Trust
-2.28K
- 21.88%
N/A
8.15K $0
AESR
Two Rds Shared Tranfield Us Eq

ETFs
-282
- 1.46%
$16.85 - $18.09 $4.75K - $5.1K
19.1K $329K
ZWS
Zurn Water Solutions Corp

Industrials
-2.94K
- 3.59%
$35.79 - $40.92 $105K - $120K
78.9K $2.94M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-200
- 1.27%
$42.25 - $43.54 $8.45K - $8.71K
15.5K $666K
WCC
Wesco International Inc

Industrials
-156
- 6.18%
$164.11 - $213.19 $25.6K - $33.3K
2.37K $428K
CMA
Comerica Inc

Financial Services
-45
- 1.23%
$57.88 - $72.73 $2.6K - $3.27K
3.61K $222K
CHTR
Charter Communications, Inc.

Communication Services
-49
- 4.37%
$315.38 - $408.02 $15.5K - $20K
1.07K $367K
VBTX
Veritex Holdings, Inc.

Financial Services
-96
- 1.15%
$24.85 - $31.26 $2.39K - $3K
8.26K $224K
ILMN
Illumina, Inc.

Healthcare
-424
- 2.17%
$128.99 - $155.15 $54.7K - $65.8K
19.1K $2.55M
EFSC
Enterprise Financial Services Corp

Financial Services
-319
- 6.94%
$49.0 - $61.38 $15.6K - $19.6K
4.28K $241K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-27
- 0.26%
$31.36 - $32.75 $847 - $884
10.5K $340K
FIVE
Five Below, Inc

Consumer Cyclical
-484
- 13.88%
$83.0 - $115.97 $40.2K - $56.1K
3K $315K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-33
- 2.03%
$153.8 - $176.52 $5.08K - $5.83K
1.59K $263K
H
Hyatt Hotels Corp

Consumer Cyclical
-10
- 0.45%
$143.07 - $164.62 $1.43K - $1.65K
2.21K $346K
REVG
Rev Group, Inc.

Industrials
-574
- 8.01%
$26.35 - $35.23 $15.1K - $20.2K
6.59K $209K
APG
A Pi Group Corp

Industrials
-765
- 6.04%
$31.48 - $39.26 $24.1K - $30K
11.9K $428K
OWL
Blue Owl Capital Inc.

Financial Services
-2.25K
- 13.86%
$19.51 - $24.81 $43.9K - $55.8K
14K $325K
CASY
Caseys General Stores Inc

Consumer Cyclical
-130
- 4.07%
$366.65 - $427.88 $47.7K - $55.6K
3.07K $1.22M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-630
- 7.58%
$57.27 - $71.33 $36.1K - $44.9K
7.68K $502K
R
Ryder System Inc

Industrials
-172
- 4.58%
$138.78 - $170.03 $23.9K - $29.2K
3.59K $562K
SNDR
Schneider National, Inc.

Industrials
-459
- 1.17%
$26.97 - $33.61 $12.4K - $15.4K
38.9K $1.14M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.09K
- 0.53%
$17.93 - $18.8 $19.5K - $20.5K
203K $3.7M
DAVA
Endava PLC

Technology
-1.47K
- 12.5%
$23.6 - $31.03 $34.6K - $45.5K
10.3K $316K
PAYX
Paychex Inc

Industrials
-2.25K
- 4.06%
$135.86 - $148.73 $306K - $335K
53.3K $7.47M
GLW
Corning Inc

Technology
-2.54K
- 4.32%
$44.11 - $49.76 $112K - $126K
56.1K $2.67M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-7.47K
- 6.21%
$25.8 - $28.97 $193K - $216K
113K $3.15M
AIT
Applied Industrial Technologies Inc

Industrials
-280
- 5.25%
$220.05 - $280.49 $61.6K - $78.5K
5.06K $1.21M
FTI
Technip Fmc PLC

Energy
-4.25K
- 8.07%
$25.16 - $31.95 $107K - $136K
48.4K $1.4M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.33K
- 5.15%
$170.03 - $192.78 $226K - $257K
24.5K $4.53M
IDA
Idacorp Inc

Utilities
-330
- 3.38%
$100.11 - $118.96 $33K - $39.3K
9.44K $1.03M
BOH
Bank Of Hawaii Corp

Financial Services
-420
- 6.35%
$61.29 - $80.51 $25.7K - $33.8K
6.2K $441K
FOXA
Fox Corp

Communication Services
-881
- 7.86%
$41.35 - $49.99 $36.4K - $44K
10.3K $501K
CARG
Car Gurus, Inc.

Communication Services
-719
- 8.74%
$29.05 - $38.78 $20.9K - $27.9K
7.51K $274K
HTLF
Heartland Financial Usa Inc

Financial Services
-533
- 4.13%
$54.47 - $69.06 $29K - $36.8K
12.4K $757K
MD
Mednax, Inc.

Healthcare
-948
- 3.5%
$11.83 - $16.08 $11.2K - $15.2K
26.2K $343K
SITM
Sitime Corp

Technology
-132
- 9.91%
$168.25 - $261.03 $22.2K - $34.5K
1.2K $257K
MIST
Milestone Pharmaceuticals Inc.

Healthcare
-1.76K
- 4.34%
$1.43 - $2.36 $2.51K - $4.14K
38.7K $91K
RRC
Range Resources Corp

Energy
-453
- 5.1%
$29.77 - $36.41 $13.5K - $16.5K
8.43K $303K
FFIV
F5, Inc.

Technology
-58
- 3.96%
$213.56 - $263.36 $12.4K - $15.3K
1.41K $354K
PSO
Pearson PLC

Communication Services
-588
- 3.4%
$13.3 - $16.28 $7.82K - $9.57K
16.7K $269K
ROAD
Construction Partners, Inc.

Industrials
-2.84K
- 18.37%
$67.44 - $101.86 $192K - $290K
12.6K $1.12M
CWST
Casella Waste Systems Inc

Industrials
-106
- 1.38%
$97.5 - $113.93 $10.3K - $12.1K
7.6K $804K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-567
- 0.48%
$417.69 - $450.94 $237K - $256K
117K $49.6M
PFGC
Performance Food Group CO

Consumer Defensive
-923
- 4.86%
$78.03 - $90.57 $72K - $83.6K
18.1K $1.53M
DGII
Digi International Inc

Technology
-1.06K
- 3.83%
$27.66 - $33.88 $29.2K - $35.7K
26.5K $800K
EWBC
East West Bancorp Inc

Financial Services
-56
- 1.44%
$80.04 - $111.23 $4.48K - $6.23K
3.83K $366K
UGI
Ugi Corp

Utilities
-1.91K
- 6.07%
$23.24 - $30.37 $44.3K - $57.9K
29.5K $833K
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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