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
MLM
Martin Marietta Materials Inc

Basic Materials
-214
- 1.79%
$516.5 - $619.58 $111K - $133K
11.7K $6.05M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-13.5K
- 61.7%
$25.26 - $26.59 $340K - $358K
8.36K $211K
SLB
Schlumberger Limited

Energy
-4.45K
- 8.14%
$36.83 - $45.59 $164K - $203K
50.2K $1.93M
EOG
Eog Resources Inc

Energy
-2.84K
- 5.81%
$118.22 - $136.54 $336K - $388K
46K $5.64M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.83K
- 18.81%
$241.48 - $274.89 $442K - $503K
7.9K $2.01M
RNR
Renaissancere Holdings LTD

Financial Services
-975
- 19.15%
$241.97 - $287.47 $236K - $280K
4.12K $1.02M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-5.74K
- 12.43%
N/A
40.4K $2.52M
PNR
Pentair PLC

Industrials
-4.18K
- 17.59%
$95.0 - $109.21 $397K - $456K
19.6K $1.97M
FSLR
First Solar, Inc.

Technology
-961
- 38.81%
$175.88 - $240.66 $169K - $231K
1.52K $267K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-26.8K
- 41.96%
$8.14 - $12.23 $218K - $327K
37K $303K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-21.3K
- 49.43%
$12.61 - $15.33 $268K - $326K
21.7K $279K
PCAR
Paccar Inc

Industrials
-3.79K
- 37.44%
$97.92 - $118.41 $371K - $448K
6.33K $658K
LAMR
Lamar Advertising CO

Real Estate
-1.67K
- 14.7%
$121.37 - $138.11 $202K - $230K
9.68K $1.18M
GWW
W.W. Grainger, Inc.

Industrials
-406
- 6.76%
$1023.06 - $1220.93 $415K - $496K
5.6K $5.9M
OMC
Omnicom Group Inc.

Communication Services
-386
- 2.22%
$85.82 - $105.47 $33.1K - $40.7K
17K $1.46M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-8K
- 16.97%
$36.54 - $37.53 $292K - $300K
39.2K $1.44M
MKC
Mccormick & CO Inc

Consumer Defensive
-1.62K
- 4.7%
$73.97 - $84.09 $120K - $136K
32.9K $2.51M
ITUB
Itau Unibanco Holding S.A.

Financial Services
-27K
- 22.89%
$4.96 - $6.57 $134K - $178K
91K $451K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-11.5K
- 31.41%
$24.94 - $26.14 $286K - $300K
25K $625K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-4.87K
- 25.93%
$46.96 - $51.46 $229K - $251K
13.9K $656K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-7.35K
- 40.5%
$32.93 - $39.8 $242K - $293K
10.8K $361K
EQC
Equity Commonwealth

Real Estate
-3.79K
- 22.05%
$1.5 - $20.39 $5.69K - $77.3K
13.4K $23K
ALGN
Align Technology Inc

Healthcare
-917
- 33.52%
$205.03 - $245.32 $188K - $225K
1.82K $379K
INVH
Invitation Homes Inc.

Real Estate
-7.06K
- 27.31%
$31.4 - $34.69 $222K - $245K
18.8K $600K
AAON
Aaon, Inc.

Industrials
-3.81K
- 27.63%
$106.25 - $140.75 $404K - $536K
9.97K $1.17M
WSO
Watsco Inc

Industrials
-322
- 3.74%
$466.57 - $568.78 $150K - $183K
8.29K $3.93M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
-18.7K
- 17.96%
$15.07 - $15.75 $281K - $294K
85.2K $1.3M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-50.4K
- 51.45%
$7.33 - $12.37 $370K - $624K
47.6K $505K
PM
Philip Morris International Inc.

Consumer Defensive
-1.32K
- 0.97%
$118.38 - $133.06 $156K - $175K
135K $16.2M
ZBRA
Zebra Technologies Corp

Technology
-1.33K
- 9.91%
$360.09 - $411.94 $477K - $546K
12K $4.65M
ES
Eversource Energy

Utilities
-1.3K
- 6.22%
$55.9 - $67.73 $72.7K - $88K
19.6K $1.13M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.87K
- 16.97%
$107.06 - $123.74 $200K - $232K
9.16K $1M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-4.63K
- 38.62%
$47.92 - $55.17 $222K - $255K
7.36K $354K
SHEL
Shell PLC

Energy
-1.55K
- 2.56%
$60.63 - $70.23 $93.7K - $109K
58.9K $3.69M
WEN
Wendy'S CO

Consumer Cyclical
-10.9K
- 11.54%
$16.26 - $20.42 $177K - $223K
83.5K $1.36M
MFC
Manulife Financial Corp

Financial Services
-12.7K
- 15.22%
$29.21 - $32.87 $370K - $416K
70.5K $2.16M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-627
- 0.41%
$51.09 - $55.27 $32K - $34.7K
151K $7.74M
LII
Lennox International Inc

Industrials
-550
- 6.0%
$589.36 - $678.43 $324K - $373K
8.61K $5.25M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.63K
- 2.94%
$61.68 - $67.87 $286K - $314K
153K $9.53M
MEDP
Medpace Holdings, Inc.

Healthcare
-849
- 24.9%
$308.93 - $363.58 $262K - $309K
2.56K $850K
INGR
Ingredion Inc

Consumer Defensive
-2.09K
- 29.7%
$132.76 - $154.86 $277K - $323K
4.94K $679K
KEY
Keycorp

Financial Services
-17.4K
- 49.36%
$16.21 - $19.97 $281K - $347K
17.8K $305K
BRO
Brown & Brown, Inc.

Financial Services
-2.22K
- 6.34%
$100.93 - $113.42 $224K - $252K
32.8K $3.35M
HLN
Haleon PLC

Healthcare
-10.3K
- 5.8%
$9.23 - $10.71 $95.2K - $111K
168K $1.6M
TFX
Teleflex Inc

Healthcare
-413
- 14.08%
$172.66 - $245.13 $71.3K - $101K
2.52K $448K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-4.77K
- 30.41%
$50.14 - $52.56 $239K - $251K
10.9K $548K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-1.81K
- 7.48%
$56.27 - $69.89 $102K - $127K
22.4K $1.27M
FIX
Comfort Systems Usa Inc

Industrials
-869
- 29.2%
$370.68 - $504.12 $322K - $438K
2.11K $893K
BALL
Ball Corp

Consumer Cyclical
-247
- 1.27%
$54.84 - $67.94 $13.5K - $16.8K
19.2K $1.05M
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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