Atria Wealth Solutions, Inc. Purchases in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.23K
+ 27.47%
$53.86 - $60.27 $389K - $435K
33.5K $1.81M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.69K
+ 1.75%
$100.16 - $100.7 $269K - $271K
156K $15.7M
PSTG
Pure Storage, Inc.

Technology
258
+ 1.51%
$48.19 - $66.6 $12.4K - $17.2K
17.4K $1.07M
SYF
Synchrony Financial

Financial Services
3.2K
New
$49.01 - $68.55 $157K - $219K
3.2K $208K
PNR
Pentair PLC

Industrials
1.99K
+ 91.77%
$95.0 - $109.21 $189K - $217K
4.15K $417K
IHDG
Wisdomtree Tr

ETFs
6.14K
+ 22.63%
$43.38 - $46.0 $266K - $282K
33.3K $1.45M
GAA
Cambria Global Asset Allocatio

ETFs
7.16K
New
$28.43 - $29.66 $203K - $212K
7.16K $204K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
3.9K
+ 80.31%
$50.07 - $52.35 $195K - $204K
8.75K $449K
SNSR
Global X Fds Internet Of Thing

ETFs
5.82K
+ 96.23%
$34.03 - $36.88 $198K - $215K
11.9K $414K
CABO
Cable One, Inc.

Communication Services
561
New
$316.06 - $425.99 $177K - $239K
561 $203K
TX
Ternium S.A.

Basic Materials
7K
New
$28.78 - $37.56 $201K - $263K
7K $203K
BUG
Global X Fds Cybersecurity ETF

ETFs
6.31K
New
$30.13 - $34.51 $190K - $218K
6.31K $202K
PML
Pimco Municipal Income Fund Ii

Financial Services
31.7K
+ 76.64%
$8.02 - $9.52 $254K - $301K
73K $590K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
8.75K
New
$23.01 - $26.06 $201K - $228K
8.75K $202K
AWR
American States Water CO

Utilities
2.59K
New
$77.72 - $87.27 $201K - $226K
2.59K $201K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.16K
New
$89.88 - $101.38 $194K - $219K
2.16K $201K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
5.34K
New
$36.56 - $41.07 $195K - $219K
5.34K $201K
GLNG
Golar Lng LTD

Energy
4.74K
New
$34.0 - $43.59 $161K - $206K
4.74K $200K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.65K
New
$69.93 - $77.36 $185K - $205K
2.65K $200K
TRV
Travelers Companies, Inc.

Financial Services
357
+ 2.11%
$225.97 - $266.66 $80.7K - $95.2K
17.3K $4.16M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
13.7K
New
$12.27 - $15.41 $168K - $211K
13.7K $198K
FYT
First Trust Small Cap

ETFs
3.75K
+ 21.55%
$53.73 - $60.73 $201K - $228K
21.1K $1.16M
HRL
Hormel Foods Corp

Consumer Defensive
7.38K
+ 6.84%
$29.21 - $33.55 $215K - $247K
115K $3.62M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
17K
New
$11.08 - $11.89 $189K - $203K
17K $194K
XLRE
Select Sector Spdr Tr Real Est

ETFs
11.1K
+ 17.29%
$40.06 - $45.21 $444K - $501K
75.1K $3.06M
HBAN
Huntington Bancshares Inc

Financial Services
10.4K
+ 69.04%
$14.18 - $18.2 $147K - $189K
25.4K $413K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
20.6K
New
$9.1 - $9.51 $187K - $196K
20.6K $191K
DLY
Double Line Yield Opportunities Fund

N/A
15K
+ 23.85%
$15.64 - $16.56 $235K - $249K
78.1K $1.24M
SE
Sea LTD

Consumer Cyclical
1.49K
+ 59.25%
$93.56 - $117.41 $140K - $175K
4.01K $425K
ABT
Abbott Laboratories

Healthcare
2.26K
+ 3.01%
$111.93 - $119.39 $253K - $270K
77.4K $8.75M
FQAL
Fidelity Covington Tr Quality

ETFs
2.71K
+ 17.68%
$64.43 - $68.47 $175K - $186K
18.1K $1.18M
IWS
Ishares Russell Midcap Value E

ETFs
2.1K
+ 7.13%
$128.08 - $140.32 $268K - $294K
31.5K $4.07M
CRF
Cornerstone Total Return Fund Inc

Financial Services
10.3K
+ 6.49%
$8.02 - $9.66 $82.4K - $99.2K
169K $1.46M
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.3K
+ 6.42%
$185.87 - $204.12 $242K - $265K
21.5K $4.06M
CMA
Comerica Inc

Financial Services
2.81K
+ 67.27%
$57.88 - $72.73 $163K - $204K
6.99K $432K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
6.85K
+ 55.08%
$36.36 - $43.93 $249K - $301K
19.3K $700K
SYLD
Cambria Shareholder Yld ETF

ETFs
2.91K
+ 63.35%
$68.06 - $76.27 $198K - $222K
7.51K $513K
ILCB
Ishares Morningstar U.S. Equit

ETFs
1.57K
+ 5.8%
$78.43 - $84.56 $123K - $133K
28.7K $2.33M
ROK
Rockwell Automation, Inc

Industrials
45
+ 0.47%
$264.65 - $302.92 $11.9K - $13.6K
9.69K $2.77M
DOV
Dover Corp

Industrials
1.15K
+ 12.9%
$184.72 - $206.51 $212K - $237K
10K $1.88M
USTB
Victory Portfolios Ii Victorys

ETFs
4.07K
+ 8.64%
$50.06 - $50.85 $204K - $207K
51.1K $2.57M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
14.2K
New
$11.82 - $13.73 $168K - $196K
14.2K $171K
PEG
Public Service Enterprise Group Inc

Utilities
2.96K
+ 16.91%
$81.87 - $94.51 $243K - $280K
20.5K $1.73M
OHI
Omega Healthcare Investors Inc

Real Estate
8.42K
+ 15.69%
$37.51 - $42.56 $316K - $358K
62.1K $2.35M
CME
Cme Group Inc.

Financial Services
524
+ 13.83%
$221.17 - $246.02 $116K - $129K
4.31K $1M
WDAY
Workday, Inc.

Technology
520
+ 22.56%
$233.85 - $279.91 $122K - $146K
2.83K $728K
DAL
Delta Air Lines, Inc.

Industrials
583
+ 4.4%
$47.46 - $65.77 $27.7K - $38.3K
13.8K $836K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.06K
+ 52.37%
$81.34 - $96.75 $168K - $200K
6.01K $488K
DRI
Darden Restaurants Inc

Consumer Cyclical
455
+ 14.2%
$155.96 - $188.66 $71K - $85.8K
3.66K $683K
Activity Summary
Buys All Purchases 1036 New Holdings 206 Increased Positions 830 Sells All Sells 796 Reductions 796 Sold out 0 Options Calls 22 Puts 5
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