Atria Investments LLC Sells in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-3.41K
- 6.75%
$828.4 - $1058.6 $2.83M - $3.61M
47.1K $43.9M
CIEN
Ciena Corp

Technology
-1.34K
- 3.21%
$60.43 - $98.18 $80.7K - $131K
40.2K $2.43M
TXN
Texas Instruments Inc

Technology
-5.47K
- 8.08%
N/A
62.2K $12.1M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-42.1K
- 21.51%
$23.58 - $24.02 $993K - $1.01M
154K $3.63M
TDY
Teledyne Technologies Inc

Technology
-3.19K
- 20.1%
$455.51 - $518.84 $1.45M - $1.65M
12.7K $6.31M
CTVA
Corteva, Inc.

Basic Materials
-25.1K
- 28.31%
$55.94 - $66.15 $1.4M - $1.66M
63.5K $4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.03K
- 42.88%
$302.31 - $337.54 $916K - $1.02M
4.04K $1.24M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.38K
- 4.82%
$57.21 - $65.8 $422K - $485K
146K $8.49M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-18.1K
- 80.84%
$53.81 - $62.59 $976K - $1.13M
4.3K $240K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-90
- 0.21%
$497.6 - $606.74 $44.8K - $54.6K
43.5K $21.7M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-5.14K
- 27.21%
$102.72 - $143.06 $528K - $735K
13.7K $1.44M
UWM
Proshares Ultra Russell 2000

ETFs
-2.36K
- 2.21%
$33.01 - $45.08 $78K - $107K
105K $3.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-19.1K
- 44.22%
$51.52 - $52.37 $985K - $1M
24.1K $1.26M
FVD
First Tr Value Line Divid Inde

ETFs
-24.9K
- 15.09%
$42.61 - $45.51 $1.06M - $1.13M
140K $6.26M
IWP
Ishares Russell Mid Cap Growth

ETFs
-7.1K
- 55.45%
$114.9 - $139.6 $816K - $992K
5.71K $670K
TER
Teradyne, Inc

Technology
-454
- 2.16%
$82.6 - $140.0 $37.5K - $63.6K
20.6K $1.7M
DGRO
Ishares Core Dividend Growth E

ETFs
-17.6K
- 4.95%
$60.46 - $64.42 $1.06M - $1.13M
338K $20.9M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-9.78K
- 49.25%
$77.91 - $92.26 $762K - $902K
10.1K $800K
CTRA
Coterra Energy Inc.

Energy
-47.9K
- 34.19%
$25.51 - $29.83 $1.22M - $1.43M
92.2K $2.66M
VRSK
Verisk Analytics, Inc.

Industrials
-4.36K
- 25.11%
$268.63 - $301.33 $1.17M - $1.31M
13K $3.87M
CBT
Cabot Corp

Basic Materials
-8.74K
- 38.62%
$81.12 - $92.51 $709K - $808K
13.9K $1.15M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-72.5K
- 55.29%
$13.05 - $13.97 $946K - $1.01M
58.7K $799K
SRE
Sempra Energy

Utilities
-2.62K
- 6.01%
$67.85 - $87.67 $178K - $230K
41K $2.92M
IWS
Ishares Russell Midcap Value E

ETFs
-6.15K
- 21.81%
$122.59 - $135.24 $754K - $832K
22.1K $2.78M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-8.74K
- 11.11%
$100.34 - $100.68 $877K - $880K
69.9K $7.04M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-21.8K
- 10.52%
$44.41 - $45.98 $969K - $1M
185K $8.47M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-17.1K
- 70.48%
$46.06 - $49.24 $788K - $842K
7.16K $334K
ELS
Equity Lifestyle Properties Inc

Real Estate
-12.3K
- 35.73%
$64.36 - $69.32 $792K - $853K
22.1K $1.48M
CEG
Constellation Energy Corp

Utilities
-2.64K
- 21.75%
$201.63 - $347.44 $532K - $917K
9.49K $1.91M
CBSH
Commerce Bancshares Inc

Financial Services
-12.9K
- 46.13%
$58.85 - $68.59 $761K - $887K
15.1K $940K
VO
Vanguard Mid Cap ETF

ETFs
-2.68K
- 16.32%
$251.87 - $277.95 $675K - $744K
13.7K $3.55M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-11.5K
- 67.28%
$65.27 - $71.18 $750K - $818K
5.59K $370K
LDOS
Leidos Holdings, Inc.

Technology
-4.99K
- 48.15%
$126.82 - $161.11 $633K - $804K
5.38K $725K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-5.71K
- 55.6%
$120.24 - $134.3 $687K - $767K
4.56K $556K
EOG
Eog Resources Inc

Energy
-7.97K
- 17.32%
$120.54 - $138.05 $961K - $1.1M
38.1K $4.88M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-4.57K
- 22.6%
$119.87 - $145.05 $548K - $663K
15.7K $1.96M
VST
Vistra Corp.

Utilities
-3.08K
- 16.01%
$108.49 - $191.89 $334K - $591K
16.2K $1.9M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
-15.5K
- 13.07%
$12.14 - $19.82 $188K - $307K
103K $1.25M
ITRI
Itron, Inc.

Technology
-6.71K
- 72.09%
$92.6 - $110.29 $622K - $740K
2.6K $272K
EVR
Evercore Inc.

Financial Services
-216
- 2.48%
$190.28 - $291.27 $41.1K - $62.9K
8.49K $1.7M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-16.1K
- 26.95%
$51.39 - $57.43 $828K - $926K
43.7K $2.42M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-9.01K
- 5.47%
$51.3 - $56.76 $462K - $512K
156K $8.26M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-7.86K
- 7.03%
N/A
104K $8.93M
AAON
Aaon, Inc.

Industrials
-3.53K
- 35.44%
$73.52 - $136.95 $260K - $484K
6.44K $502K
SYY
Sysco Corp

Consumer Defensive
-8.01K
- 19.58%
$70.0 - $77.13 $560K - $617K
32.9K $2.47M
VTRS
Viatris Inc

Healthcare
-18K
- 13.43%
$8.68 - $12.42 $156K - $224K
116K $1.01M
DAL
Delta Air Lines, Inc.

Industrials
-5.11K
- 19.92%
$43.6 - $69.06 $223K - $353K
20.5K $895K
HLI
Houlihan Lokey, Inc.

Financial Services
-2.51K
- 12.6%
$154.43 - $187.4 $388K - $471K
17.4K $2.82M
OSK
Oshkosh Corp

Industrials
-6.61K
- 40.94%
$89.56 - $116.4 $592K - $769K
9.53K $896K
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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