Atria Investments LLC Sells in Q1 2025

Atria Investments LLC

  • $7.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NTAP
Net App, Inc.

Technology
-2.58K
- 35.2%
$87.84 - $126.3 $227K - $326K
4.75K $417K
MGM
Mgm Resorts International

Consumer Cyclical
-7.83K
- 19.62%
$29.64 - $40.37 $232K - $316K
32.1K $950K
BMY
Bristol Myers Squibb CO

Healthcare
-20.4K
- 11.12%
$53.9 - $63.11 $1.1M - $1.29M
163K $9.93M
MC
Moelis & CO

Financial Services
-625
- 2.5%
$57.91 - $81.2 $36.2K - $50.8K
24.4K $1.42M
CGCP
Capital Group Core Plus Income

ETFs
-19.4K
- 45.29%
$21.94 - $22.64 $425K - $438K
23.4K $524K
TFC
Truist Financial Corp

Financial Services
-3K
- 2.25%
$39.48 - $48.15 $119K - $145K
131K $5.38M
EGP
Eastgroup Properties Inc

Real Estate
-3.41K
- 28.97%
$155.63 - $187.46 $530K - $639K
8.35K $1.47M
PRU
Prudential Financial Inc

Financial Services
-1.8K
- 5.91%
$105.04 - $122.33 $189K - $220K
28.7K $3.2M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-14.3K
- 24.09%
$28.55 - $29.09 $408K - $415K
45K $1.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.08K
- 0.7%
$23.16 - $27.04 $25K - $29.1K
153K $3.59M
MET
Metlife Inc

Financial Services
-4.03K
- 10.36%
$77.7 - $87.0 $313K - $350K
34.8K $2.8M
AVB
Avalonbay Communities Inc

Real Estate
-1.51K
- 15.1%
$207.86 - $228.08 $314K - $345K
8.49K $1.82M
BRKR
Bruker Corp

Healthcare
-2.88K
- 18.98%
$41.74 - $62.95 $120K - $181K
12.3K $513K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-635
- 0.93%
$40.15 - $47.73 $25.5K - $30.3K
68K $2.77M
USTB
Victory Portfolios Ii Victorys

ETFs
-7.79K
- 15.72%
$50.08 - $50.71 $390K - $395K
41.8K $2.12M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-628
- 24.39%
$243.0 - $367.0 $153K - $230K
1.95K $474K
CMCSA
Comcast Corp

Communication Services
-3.6K
- 0.96%
$33.19 - $38.23 $119K - $138K
371K $13.7M
APH
Amphenol Corp

Technology
-239
- 0.26%
$61.62 - $78.55 $14.7K - $18.8K
90.2K $5.91M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-170
- 0.56%
$161.03 - $235.53 $27.4K - $40K
30.1K $4.98M
FRPT
Freshpet, Inc.

Consumer Defensive
-190
- 3.61%
$83.17 - $162.59 $15.8K - $30.9K
5.07K $421K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-8.22K
- 49.79%
$41.17 - $45.22 $338K - $372K
8.29K $351K
MAC
Macerich CO

Real Estate
-589
- 0.47%
$15.88 - $20.87 $9.35K - $12.3K
124K $2.13M
ETR
Entergy Corp

Utilities
-14.8K
- 15.65%
$75.26 - $87.89 $1.12M - $1.3M
80K $6.84M
AEIS
Advanced Energy Industries Inc

Industrials
-1.29K
- 11.4%
$94.8 - $131.54 $122K - $169K
10K $952K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-6.6K
- 0.86%
$42.38 - $43.28 $280K - $285K
763K $32.4M
LAD
Lithia Motors Inc

Consumer Cyclical
-572
- 20.21%
$285.59 - $385.71 $163K - $221K
2.26K $662K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.97K
- 7.81%
$156.61 - $168.02 $308K - $331K
23.2K $3.73M
WTFC
Wintrust Financial Corp

Financial Services
-1.88K
- 17.18%
$107.76 - $136.92 $202K - $257K
9.05K $1.02M
HXL
Hexcel Corp

Industrials
-2.55K
- 9.99%
$54.76 - $70.69 $140K - $180K
23K $1.26M
AXON
Axon Enterprise, Inc.

Industrials
-111
- 2.71%
$496.65 - $710.01 $55.1K - $78.8K
3.99K $2.1M
IP
International Paper CO

Consumer Cyclical
-6.15K
- 37.62%
$49.38 - $60.09 $304K - $370K
10.2K $544K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-10.8K
- 3.91%
$42.36 - $43.8 $457K - $473K
266K $11.5M
DHS
Wisdomtree Tr U.S

ETFs
-3.78K
- 46.79%
$91.55 - $99.74 $346K - $377K
4.3K $425K
AIN
Albany International Corp

Consumer Cyclical
-2.1K
- 13.02%
$69.04 - $82.96 $145K - $174K
14K $969K
FTV
Fortive Corp

Technology
-4.13K
- 40.48%
$71.82 - $82.98 $297K - $343K
6.08K $444K
AVO
Mission Produce, Inc.

Consumer Defensive
-15.5K
- 40.1%
$9.76 - $14.18 $151K - $219K
23.1K $242K
PFGC
Performance Food Group CO

Consumer Defensive
-2.59K
- 14.36%
$74.86 - $90.93 $194K - $236K
15.5K $1.22M
NSC
Norfolk Southern Corp

Industrials
-1.5K
- 7.32%
$227.69 - $259.76 $341K - $389K
19K $4.49M
AVLV
American Centy ETF Tr Avantis
-363
- 0.2%
$63.51 - $70.42 $23.1K - $25.6K
181K $11.8M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1.25K
- 13.42%
$175.5 - $209.86 $220K - $263K
8.08K $1.46M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-5.12K
- 5.41%
$8.92 - $11.7 $45.7K - $59.9K
89.5K $807K
ZTS
Zoetis Inc.

Healthcare
-2.83K
- 2.95%
$156.48 - $175.67 $442K - $496K
93K $15.3M
PKG
Packaging Corp Of America

Consumer Cyclical
-328
- 3.8%
$192.03 - $242.13 $63K - $79.4K
8.31K $1.65M
AIT
Applied Industrial Technologies Inc

Industrials
-994
- 19.65%
$218.93 - $269.18 $218K - $268K
4.06K $915K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.69K
- 16.78%
$110.75 - $119.78 $298K - $322K
13.3K $1.54M
FDVV
Fidelity High Dividend ETF

ETFs
-4.77K
- 2.89%
$48.86 - $52.28 $233K - $249K
160K $7.95M
GKOS
Glaukos Corp

Healthcare
-630
- 14.08%
$96.6 - $161.22 $60.9K - $102K
3.85K $378K
KR
Kroger CO

Consumer Defensive
-8.49K
- 19.47%
$58.36 - $67.72 $495K - $575K
35.1K $2.38M
RPRX
Royalty Pharma PLC

Healthcare
-13.3K
- 58.9%
$25.75 - $33.86 $343K - $451K
9.3K $289K
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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