Atria Investments LLC Sells in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDD
First Trust Stoxx European Sel

ETFs
-1.31K
- 11.24%
$11.08 - $13.94 $14.5K - $18.3K
10.4K $140K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-244
- 1.12%
$38.22 - $41.19 $9.33K - $10.1K
21.5K $870K
HLN
Haleon PLC

Healthcare
-10.9K
- 6.51%
$9.02 - $10.67 $98.3K - $116K
157K $1.61M
WPC
W. P. Carey Inc.

Real Estate
-1.67K
- 12.44%
$53.5 - $65.05 $89.3K - $109K
11.7K $741K
ARCC
Ares Capital Corp

Financial Services
-637
- 0.7%
$21.28 - $23.81 $13.6K - $15.2K
90K $2M
NOK
Nokia Corp

Technology
-1.72K
- 6.04%
$4.43 - $5.42 $7.61K - $9.31K
26.7K $140K
CDC
Victory Portfolios Ii Shs Inco

ETFs
-17
- 0.31%
$61.46 - $66.32 $1.04K - $1.13K
5.55K $364K
IDCC
Inter Digital, Inc.

Communication Services
-84
- 3.18%
$171.68 - $225.72 $14.4K - $19K
2.56K $528K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-9
- 0.21%
$47.45 - $51.96 $427 - $468
4.35K $225K
IYE
Ishares Tr

ETFs
-457
- 3.88%
$45.23 - $49.95 $20.7K - $22.8K
11.3K $558K
IXJ
Ishares Global Healthcare ETF

ETFs
-371
- 3.24%
$86.01 - $94.19 $31.9K - $34.9K
11.1K $1.01M
VHT
Vanguard Health Care ETF

ETFs
-440
- 3.34%
$254.06 - $273.83 $112K - $120K
12.7K $3.37M
CRWD
Crowd Strike Holdings, Inc.

Technology
-189
- 2.04%
$308.86 - $455.36 $58.4K - $86.1K
9.09K $3.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-174
- 2.79%
$69.81 - $78.9 $12.1K - $13.7K
6.07K $472K
IBN
Icici Bank LTD

Financial Services
-1.2K
- 2.84%
$27.55 - $31.67 $33K - $37.9K
40.9K $1.29M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-100
- 1.6%
$107.24 - $116.37 $10.7K - $11.6K
6.13K $713K
PBA
Pembina Pipeline Corp

Energy
-1.4K
- 4.77%
$35.13 - $40.12 $49.2K - $56.2K
28K $1.12M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-1.88K
- 3.54%
$28.66 - $31.72 $53.9K - $59.6K
51.2K $1.57M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-676
- 0.51%
$21.77 - $22.56 $14.7K - $15.3K
131K $2.93M
FAST
Fastenal CO

Industrials
-3.2K
- 6.32%
$71.11 - $79.98 $227K - $256K
47.3K $3.67M
ESE
Esco Technologies Inc

Technology
-79
- 3.94%
$128.92 - $169.65 $10.2K - $13.4K
1.92K $306K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-348
- 3.64%
$27.29 - $38.29 $9.5K - $13.3K
9.2K $321K
AFL
Aflac Inc

Financial Services
-1.87K
- 5.73%
$100.99 - $111.19 $189K - $208K
30.8K $3.42M
KGC
Kinross Gold Corp

Basic Materials
-371
- 2.48%
$9.69 - $12.61 $3.59K - $4.68K
14.6K $183K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.12K
- 1.23%
$69.87 - $75.62 $78K - $84.5K
89.4K $6.48M
DOX
Amdocs LTD

Technology
-21
- 0.26%
$82.21 - $92.02 $1.73K - $1.93K
8.03K $734K
IDA
Idacorp Inc

Utilities
-86
- 0.91%
$105.58 - $119.04 $9.08K - $10.2K
9.35K $1.09M
SNN
Smith & Nephew PLC

Healthcare
-715
- 3.49%
$23.89 - $30.34 $17.1K - $21.7K
19.8K $561K
FEP
First Trust Europe Alphadex Fu

ETFs
-1.81K
- 6.91%
$35.43 - $42.94 $64.2K - $77.9K
24.4K $997K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-220
- 0.38%
$21.48 - $22.98 $4.73K - $5.06K
57.2K $1.29M
PLMR
Palomar Holdings, Inc.

Financial Services
-228
- 7.94%
$101.51 - $137.08 $23.1K - $31.3K
2.64K $362K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-6
- -0.0%
$50.44 - $50.7 $303 - $304
223K $11.3M
BAR
Granite Shares Gold Trust

ETFs
-1.42K
- 6.27%
$26.01 - $30.84 $36.9K - $43.8K
21.2K $654K
VTR
Ventas, Inc.

Real Estate
-377
- 3.86%
$56.9 - $70.47 $21.5K - $26.6K
9.39K $645K
EPD
Enterprise Products Partners L.P.

Energy
-714
- 2.07%
$31.75 - $34.14 $22.7K - $24.4K
33.7K $1.15M
FDL
First Tr Morningstar Dividend

ETFs
-939
- 2.59%
$39.69 - $43.83 $37.3K - $41.2K
35.4K $1.54M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-557
- 2.9%
$53.69 - $62.68 $29.9K - $34.9K
18.6K $1.12M
GOLD
Barrick Gold Corp

Basic Materials
-1.85K
- 5.82%
$15.45 - $19.56 $28.6K - $36.2K
30K $582K
CBOE
Cboe Global Markets, Inc.

Financial Services
-4
- 0.13%
$190.84 - $226.29 $763 - $905
3.18K $720K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10.6K
- 14.63%
$442.66 - $534.52 $4.69M - $5.66M
61.8K $32.9M
FCFS
First Cash Holdings, Inc.

Financial Services
-206
- 2.3%
$102.59 - $120.32 $21.1K - $24.8K
8.75K $1.05M
LNSR
Lensar, Inc.

Healthcare
-516
- 1.98%
$7.66 - $16.87 $3.95K - $8.7K
25.5K $360K
PAYX
Paychex Inc

Industrials
-3.94K
- 7.4%
$136.06 - $154.52 $536K - $609K
49.3K $7.61M
MIDD
Middleby Corp

Industrials
-64
- 0.7%
$133.93 - $172.89 $8.57K - $11.1K
9.1K $1.38M
FDT
First Trust Developed Markets

ETFs
-1.29K
- 2.39%
$53.51 - $60.98 $68.9K - $78.5K
52.6K $3.06M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-228
- 0.73%
$35.35 - $42.74 $8.06K - $9.74K
31.2K $1.29M
FNF
Fidelity National Financial, Inc.

Financial Services
-1.03K
- 3.84%
$54.25 - $65.27 $55.7K - $67K
25.7K $1.67M
VRNA
Verona Pharma PLC

Healthcare
-978
- 7.07%
$44.81 - $69.63 $43.8K - $68.1K
12.9K $816K
ALL
Allstate Corp

Financial Services
-414
- 2.26%
$180.99 - $210.18 $74.9K - $87K
17.9K $3.72M
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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