Atria Investments LLC Sells in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-10.9K
- 42.48%
$58.07 - $58.69 $635K - $642K
14.8K $868K
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
-39K
- 45.7%
$14.37 - $15.93 $560K - $621K
46.3K $673K
FSS
Federal Signal Corp

Industrials
-6.12K
- 66.09%
$73.55 - $101.32 $450K - $620K
3.14K $230K
PVAL
Putnam ETF Tr Putnam Focused L
-20.4K
- 12.8%
$36.8 - $39.59 $752K - $809K
139K $5.3M
RJF
Raymond James Financial Inc

Financial Services
-1.27K
- 4.75%
$137.62 - $172.64 $174K - $219K
25.4K $3.52M
ADM
Archer Daniels Midland CO

Consumer Defensive
-11.8K
- 68.87%
$45.22 - $52.17 $534K - $616K
5.33K $256K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-20.8K
- 21.72%
$34.14 - $37.91 $709K - $787K
74.8K $2.67M
IEX
Idex Corp

Industrials
-2.41K
- 42.39%
$178.23 - $224.31 $430K - $541K
3.28K $592K
PNR
Pentair PLC

Industrials
-3.8K
- 19.44%
$84.0 - $105.35 $319K - $401K
15.8K $1.38M
C
Citigroup Inc

Financial Services
-10.3K
- 4.31%
$67.23 - $84.63 $693K - $872K
229K $16.2M
XLU
Utilities Sector Spdr

ETFs
-12K
- 10.3%
$74.7 - $80.27 $900K - $967K
105K $8.28M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-13K
- 16.65%
$59.6 - $67.2 $777K - $876K
65.2K $4.16M
FCN
Fti Consulting, Inc

Industrials
-1.46K
- 12.23%
$160.54 - $198.75 $235K - $291K
10.5K $1.72M
MKL
Markel Corp

Financial Services
-450
- 22.32%
$1660.14 - $2059.83 $747K - $927K
1.57K $2.93M
LUMN
Lumen Technologies, Inc.

Communication Services
-85.7K
- 57.98%
$3.92 - $5.92 $336K - $507K
62.1K $243K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-8.7K
- 55.69%
$58.09 - $67.05 $505K - $583K
6.92K $415K
CGGR
Capital Group Growth ETF Shs C

ETFs
-5.26K
- 4.39%
$33.98 - $39.84 $179K - $209K
115K $3.93M
NDAQ
Nasdaq, Inc.

Financial Services
-6.31K
- 19.32%
$72.17 - $83.76 $456K - $529K
26.4K $2M
BOND
Pimco Active Bond Exchange Tra

ETFs
-5.96K
- 40.16%
$89.27 - $92.9 $532K - $554K
8.88K $821K
VIG
Vanguard Dividend Appreciation

ETFs
-2.85K
- 42.6%
N/A
3.84K $698K
PEG
Public Service Enterprise Group Inc

Utilities
-4.71K
- 8.03%
$78.2 - $90.39 $369K - $426K
54K $4.44M
HUBB
Hubbell Inc

Industrials
-891
- 37.39%
$330.91 - $456.86 $295K - $407K
1.49K $493K
AWK
American Water Works Company, Inc.

Utilities
-7.56K
- 28.43%
$121.01 - $149.31 $915K - $1.13M
19K $2.81M
PRIM
Primoris Services Corp

Industrials
-2.41K
- 12.54%
$57.27 - $89.03 $138K - $214K
16.8K $962K
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.67K
- 13.7%
$123.3 - $154.95 $206K - $259K
10.5K $1.35M
IOO
Ishares Tr Global 100 ETF

ETFs
-3.15K
- 7.4%
$96.2 - $105.12 $303K - $332K
39.5K $3.8M
MLI
Mueller Industries Inc

Industrials
-5.9K
- 43.15%
$76.14 - $82.67 $449K - $488K
7.78K $592K
VRT
Vertiv Holdings CO

Industrials
-5.67K
- 34.74%
N/A
10.7K $923K
VMC
Vulcan Materials CO

Basic Materials
-1.27K
- 15.96%
$220.9 - $277.54 $280K - $352K
6.67K $1.56M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.34K
- 6.2%
$81.62 - $96.63 $191K - $226K
35.4K $2.95M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.27K
- 5.47%
$169.43 - $182.84 $385K - $416K
39.3K $6.81M
INFY
Infosys LTD

Technology
-15K
- 27.12%
$18.06 - $22.89 $270K - $342K
40.2K $733K
MBSD
Flexshares Tr Disciplined Dura

ETFs
-23.8K
- 47.12%
$20.03 - $20.68 $476K - $492K
26.7K $551K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-7.45K
- 33.48%
$73.82 - $89.02 $550K - $663K
14.8K $1.27M
TRP
Tc Energy Corp

Energy
-10.6K
- 20.02%
$44.29 - $49.27 $469K - $522K
42.3K $2M
ESI
Element Solutions Inc

Basic Materials
-15.1K
- 34.78%
$22.61 - $27.55 $342K - $416K
28.3K $640K
GWRE
Guidewire Software, Inc.

Technology
-3.12K
- 48.34%
$166.74 - $218.22 $520K - $681K
3.34K $624K
STE
Steris PLC

Healthcare
-3.01K
- 28.63%
$202.46 - $232.74 $610K - $701K
7.51K $1.7M
SPSC
Sps Commerce Inc

Technology
-56
- 0.63%
$123.05 - $197.4 $6.89K - $11.1K
8.78K $1.17M
TRU
Trans Union

Industrials
-4.02K
- 31.05%
$80.45 - $100.25 $324K - $403K
8.93K $741K
FTSD
Franklin ETF Tr Liberty Short

ETFs
-5.09K
- 46.04%
$90.09 - $90.89 $459K - $463K
5.97K $541K
CVE
Cenovus Energy Inc.

Energy
-21.5K
- 17.89%
$12.24 - $15.63 $263K - $335K
98.5K $1.37M
CL
Colgate Palmolive CO

Consumer Defensive
-6.94K
- 9.54%
$85.68 - $97.5 $595K - $677K
65.8K $6.17M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-2.49K
- 37.26%
$96.88 - $148.78 $241K - $370K
4.19K $420K
WWW
Wolverine World Wide Inc

Consumer Cyclical
-7.27K
- 17.5%
$13.28 - $23.98 $96.5K - $174K
34.3K $476K
IQV
Iqvia Holdings Inc.

Healthcare
-269
- 1.37%
$176.3 - $209.96 $47.4K - $56.5K
19.4K $3.43M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-2.4K
- 56.38%
$179.71 - $192.06 $431K - $461K
1.86K $341K
RECS
Columbia ETF Tr I

ETFs
-5.32K
- 2.89%
$32.64 - $36.08 $174K - $192K
179K $5.95M
ATR
Aptargroup, Inc.

Healthcare
-2.67K
- 58.65%
$141.7 - $159.83 $378K - $426K
1.88K $279K
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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