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
BKNG
Booking Holdings Inc.

Consumer Cyclical
-318
- 13.54%
$4100.99 - $5300.34 $1.3M - $1.69M
2.03K $10.1M
BSX
Boston Scientific Corp

Healthcare
-604
- 1.34%
$83.62 - $91.5 $50.5K - $55.3K
44.5K $3.98M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-1.11K
- 4.87%
$127.59 - $153.41 $142K - $171K
21.8K $3.14M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-297
- 0.84%
$83.95 - $99.75 $24.9K - $29.6K
35.1K $3.13M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-6.44K
- 4.26%
$129.96 - $144.97 $836K - $933K
145K $20.1M
SCHW
Schwab Charles Corp

Financial Services
-16.5K
- 10.49%
$63.31 - $82.85 $1.05M - $1.37M
141K $10.4M
NTRA
Natera, Inc.

Healthcare
-68
- 0.88%
$117.67 - $174.0 $8K - $11.8K
7.62K $1.21M
COST
Costco Wholesale Corp

Consumer Defensive
-494
- 2.13%
$873.59 - $994.69 $432K - $491K
22.7K $20.8M
DAL
Delta Air Lines, Inc.

Industrials
-123
- 0.48%
$47.46 - $65.77 $5.84K - $8.09K
25.7K $1.55M
T
At&T Inc.

Communication Services
-10.1K
- 1.65%
$21.22 - $23.88 $214K - $241K
604K $13.7M
GHM
Graham Corp

Industrials
-1.68K
- 7.83%
$28.02 - $45.51 $47.2K - $76.6K
19.8K $899K
RJF
Raymond James Financial Inc

Financial Services
-4.85K
- 15.4%
$123.0 - $170.1 $596K - $824K
26.6K $4.14M
FDS
Factset Research Systems Inc

Financial Services
-79
- 0.5%
$449.69 - $495.72 $35.5K - $39.2K
15.6K $7.51M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.66K
- 1.07%
$112.15 - $127.2 $186K - $211K
154K $18.6M
KMI
Kinder Morgan, Inc.

Energy
-3.86K
- 4.34%
$22.59 - $28.54 $87.2K - $110K
85.1K $2.33M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.1K
- 1.49%
$178.39 - $215.0 $197K - $237K
72.7K $14M
USB
Us Bancorp \De\

Financial Services
-4.54K
- 1.6%
$43.98 - $53.66 $200K - $244K
280K $13.4M
SNA
Snap On Inc

Industrials
-13
- 0.16%
$285.44 - $371.35 $3.71K - $4.83K
7.93K $2.69M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-518
- 0.66%
$54.89 - $64.32 $28.4K - $33.3K
78.3K $4.73M
APO
Apollo Global Management, Inc.

Financial Services
-2.05K
- 10.49%
$131.36 - $178.61 $269K - $365K
17.5K $2.88M
ILDR
First Tr Exchange Traded Fd Vi
-8.16K
- 1.31%
$24.07 - $27.12 $197K - $221K
614K $15.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
-134
- 1.42%
$275.15 - $388.2 $36.9K - $52K
9.28K $3.17M
ISRG
Intuitive Surgical Inc

Healthcare
-957
- 2.64%
$471.27 - $550.62 $451K - $527K
35.3K $18.4M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-241
- 1.48%
$152.04 - $211.12 $36.6K - $50.9K
16K $3.25M
WMB
Williams Companies, Inc.

Energy
-7.15K
- 4.88%
$46.37 - $59.74 $332K - $427K
140K $7.55M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-1.55K
- 4.86%
$138.3 - $192.95 $214K - $298K
30.3K $5.35M
MRVL
Marvell Technology, Inc.

Technology
-6.67K
- 14.76%
$70.31 - $124.78 $469K - $832K
38.5K $4.25M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.71K
- 1.35%
$570.51 - $610.59 $2.12M - $2.27M
271K $160M
CSCO
Cisco Systems, Inc.

Technology
-9.95K
- 3.1%
$52.45 - $60.02 $522K - $597K
311K $18.4M
WFC
Wells Fargo & Company

Financial Services
-15.2K
- 6.43%
$54.98 - $77.35 $836K - $1.18M
221K $15.5M
MS
Morgan Stanley

Financial Services
-568
- 0.54%
$104.42 - $134.99 $59.3K - $76.7K
105K $13.2M
NOW
Service Now, Inc.

Technology
-1.55K
- 5.84%
$867.18 - $1148.42 $1.34M - $1.78M
25K $26.5M
WMT
Walmart Inc.

Consumer Defensive
-2.97K
- 0.85%
$79.1 - $95.7 $235K - $284K
345K $31.2M
VUG
Vanguard Growth ETF

ETFs
-188
- 0.1%
$378.79 - $428.11 $71.2K - $80.5K
181K $74.4M
GOOG
Alphabet Inc.

Communication Services
-2.83K
- 1.09%
$163.08 - $198.16 $462K - $561K
258K $49M
GOOGL
Alphabet Inc.

Communication Services
-4.57K
- 1.43%
$161.86 - $196.66 $740K - $899K
315K $59.7M
JPM
Jpmorgan Chase & CO

Financial Services
-3.83K
- 1.43%
$205.18 - $250.29 $786K - $958K
263K $63.1M
V
Visa Inc.

Financial Services
-3.99K
- 1.96%
$273.87 - $320.91 $1.09M - $1.28M
199K $62.9M
NFLX
Netflix Inc

Communication Services
-493
- 0.97%
$687.65 - $936.56 $339K - $462K
50.5K $45M
NVDA
Nvidia Corp

Technology
-15.9K
- 1.66%
$117.0 - $148.88 $1.86M - $2.36M
942K $127M
AVGO
Broadcom Inc.

Technology
-22.8K
- 7.68%
$159.67 - $250.0 $3.64M - $5.7M
274K $63.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-28.2K
- 4.75%
$180.88 - $232.93 $5.1M - $6.57M
566K $124M
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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