Atria Investments LLC Sells in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VONE
Vanguard Russell 1000 ETF

ETFs
-140
- 3.42%
$250.16 - $278.79 $35K - $39K
3.95K $1M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-3.63K
- 22.11%
$24.22 - $24.86 $87.8K - $90.1K
12.8K $312K
VLUE
Ishares Msci Usa Value Factor

ETFs
-889
- 11.69%
$104.89 - $113.56 $93.2K - $101K
6.72K $716K
DGII
Digi International Inc

Technology
-777
- 2.94%
$27.83 - $35.68 $21.6K - $27.7K
25.7K $714K
NI
Nisource Inc.

Utilities
-3.7K
- 19.79%
$35.57 - $41.23 $132K - $153K
15K $601K
AGNC
Agnc Investment Corp.

Real Estate
-10.1K
- 33.97%
$9.12 - $10.54 $92.1K - $106K
19.6K $188K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-790
- 7.32%
$27.8 - $39.18 $22K - $31K
10K $278K
AVXL
Anavex Life Sciences Corp.

Healthcare
-3.98K
- 17.55%
$7.85 - $13.46 $31.2K - $53.6K
18.7K $160K
TTWO
Take Two Interactive Software Inc

Communication Services
-929
- 19.66%
$178.61 - $217.95 $166K - $202K
3.8K $786K
MMSI
Merit Medical Systems Inc

Healthcare
-1.71K
- 15.76%
$95.64 - $110.29 $164K - $189K
9.15K $967K
CNS
Cohen & Steers, Inc.

Financial Services
-157
- 2.83%
$75.52 - $92.6 $11.9K - $14.5K
5.38K $431K
DT
Dynatrace, Inc.

Technology
-528
- 6.9%
$47.15 - $62.42 $24.9K - $33K
7.13K $336K
POST
Post Holdings, Inc.

Consumer Defensive
-791
- 10.91%
$104.57 - $116.92 $82.7K - $92.5K
6.46K $751K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-3.71K
- 18.27%
$60.74 - $73.87 $225K - $274K
16.6K $1.23M
PGR
Progressive Corp

Financial Services
-8.75K
- 15.81%
$235.61 - $291.22 $2.06M - $2.55M
46.6K $13.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-544
- 5.42%
$51.45 - $58.51 $28K - $31.8K
9.5K $492K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.02K
- 11.41%
$106.22 - $111.09 $108K - $113K
7.89K $876K
GMED
Globus Medical Inc

Healthcare
-18
- 0.24%
$69.68 - $93.32 $1.25K - $1.68K
7.57K $554K
EXR
Extra Space Storage Inc.

Real Estate
-460
- 10.44%
$143.8 - $161.28 $66.1K - $74.2K
3.95K $585K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-1.71K
- 24.46%
$44.88 - $46.36 $76.5K - $79K
5.27K $243K
ENSG
Ensign Group, Inc

Healthcare
-387
- 6.09%
$125.4 - $148.86 $48.5K - $57.6K
5.97K $772K
DJP
Barclays Bank PLC

ETFs
-2.12K
- 7.35%
N/A
26.7K $861K
HURC
Hurco Companies Inc

Industrials
-931
- 7.09%
$15.5 - $23.13 $14.4K - $21.5K
12.2K $189K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
-3.07K
- 2.66%
$42.64 - $44.05 $131K - $135K
112K $4.93M
R
Ryder System Inc

Industrials
-104
- 2.9%
$136.38 - $170.92 $14.2K - $17.8K
3.48K $500K
FIW
First Trust Water ETF

ETFs
-568
- 16.46%
$99.48 - $106.74 $56.5K - $60.6K
2.88K $290K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.12K
- 21.71%
$63.91 - $70.19 $71.8K - $78.8K
4.05K $272K
UTHR
United Therapeutics Corp

Healthcare
-66
- 7.29%
$304.42 - $380.78 $20.1K - $25.1K
839 $258K
DUOL
Duolingo, Inc.

Technology
-150
- 14.58%
$272.49 - $441.39 $40.9K - $66.2K
879 $272K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-646
- 8.41%
$60.05 - $72.21 $38.8K - $46.6K
7.04K $441K
RACE
Ferrari N.V.

Consumer Cyclical
-181
- 3.15%
$413.73 - $508.15 $74.9K - $92K
5.57K $2.38M
WING
Wingstop Inc.

Consumer Cyclical
-12
- 1.23%
$207.0 - $311.93 $2.48K - $3.74K
961 $216K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-1.82K
- 1.86%
$35.96 - $36.72 $65.5K - $66.9K
96.3K $3.48M
WTM
White Mountains Insurance Group LTD

Financial Services
-24
- 3.79%
$1818.58 - $1983.07 $43.6K - $47.6K
609 $1.17M
TNET
Trinet Group, Inc.

Industrials
-141
- 3.45%
$66.51 - $95.72 $9.38K - $13.5K
3.94K $312K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
-935
- 11.72%
$31.17 - $40.0 $29.1K - $37.4K
7.04K $230K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-2.2K
- 4.15%
$34.23 - $36.9 $75.3K - $81.2K
50.8K $1.81M
EL
Estee Lauder Companies Inc

Consumer Defensive
-158
- 3.05%
$64.26 - $85.48 $10.2K - $13.5K
5.02K $331K
CNX
Cnx Resources Corp

Energy
-289
- 3.21%
$27.38 - $37.32 $7.91K - $10.8K
8.72K $274K
GGG
Graco Inc

Industrials
-483
- 2.51%
$80.53 - $87.54 $38.9K - $42.3K
18.7K $1.57M
IEF
Ishares Barclays

ETFs
-3.67K
- 3.63%
$91.17 - $95.39 $335K - $350K
97.4K $9.29M
EPAM
Epam Systems, Inc.

Technology
-273
- 8.54%
N/A
2.92K $542K
REG
Regency Centers Corp

Real Estate
-664
- 12.4%
$68.83 - $77.74 $45.7K - $51.6K
4.69K $346K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
-235
- 2.9%
$25.34 - $32.88 $5.95K - $7.73K
7.87K $215K
KRE
Spdr S&P Regional Banking ETF

ETFs
-158
- 1.4%
$55.11 - $65.5 $8.71K - $10.3K
11.1K $632K
BIIB
Biogen Inc.

Healthcare
-126
- 6.91%
$133.43 - $153.27 $16.8K - $19.3K
1.7K $232K
FMF
First Trust Managed Futures St

ETFs
-552
- 3.91%
$45.87 - $48.39 $25.3K - $26.7K
13.6K $626K
RF
Regions Financial Corp

Financial Services
-289
- 1.33%
$20.84 - $24.77 $6.02K - $7.16K
21.5K $467K
FLGB
Franklin Templeton ETF Tr

ETFs
-2.71K
- 20.38%
$25.73 - $29.17 $69.7K - $79K
10.6K $303K
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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