Atria Wealth Solutions, Inc. Purchases in Q1 2025

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADCT
Adc Therapeutics Sa

Healthcare
20K
New
$1.39 - $2.02 $27.8K - $40.4K
20K $28K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.15K
+ 1.35%
$169.43 - $182.84 $195K - $210K
86.7K $15M
RS
Reliance Steel & Aluminum CO

Basic Materials
8
+ 0.61%
$266.61 - $302.66 $2.13K - $2.42K
1.33K $383K
USCI
United States Commodity Index Funds Trust

ETFs
81
+ 2.13%
$66.48 - $72.3 $5.38K - $5.86K
3.88K $279K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.87K
+ 5.28%
$302.31 - $337.54 $566K - $632K
37.4K $11.5M
BWX
Spdr Bloomberg International T

ETFs
139
+ 0.28%
$20.94 - $22.04 $2.91K - $3.06K
50.4K $1.1M
APPS
Digital Turbine, Inc.

Technology
306
+ 1.23%
$1.7 - $6.52 $520 - $2K
25.2K $68K
GVI
Ishares Tr

ETFs
127
+ 1.95%
$103.49 - $106.02 $13.1K - $13.5K
6.63K $703K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
461
+ 8.48%
$47.59 - $48.35 $21.9K - $22.3K
5.9K $285K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.82K
+ 10.65%
$80.73 - $94.96 $147K - $173K
18.9K $1.57M
IYR
Ishares Tr

ETFs
139
+ 3.22%
$89.49 - $98.98 $12.4K - $13.8K
4.45K $426K
SWK
Stanley Black & Decker, Inc.

Industrials
703
+ 7.84%
$76.43 - $90.41 $53.7K - $63.6K
9.67K $743K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
846
+ 15.79%
$60.91 - $71.4 $51.5K - $60.4K
6.2K $385K
OSK
Oshkosh Corp

Industrials
295
+ 8.61%
$89.56 - $116.4 $26.4K - $34.3K
3.72K $349K
ICLR
Icon PLC

Healthcare
351
+ 32.71%
$174.99 - $222.58 $61.4K - $78.1K
1.42K $249K
CLOI
Vaneck ETF Tr

ETFs
444
+ 4.09%
$52.68 - $53.16 $23.4K - $23.6K
11.3K $596K
HYMU
Blackrock ETF Tr Ii High Yield
760
+ 3.52%
$22.43 - $23.19 $17K - $17.6K
22.3K $512K
PRI
Primerica, Inc.

Financial Services
29
+ 2.53%
$271.41 - $296.43 $7.87K - $8.6K
1.18K $334K
FYC
First Trust Small Cap Growth A

ETFs
706
+ 22.78%
$68.13 - $80.57 $48.1K - $56.9K
3.81K $261K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
363
+ 20.18%
$101.13 - $119.79 $36.7K - $43.5K
2.16K $223K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
18.2K
New
$1.14 - $2.1 $20.8K - $38.3K
18.2K $21K
NHI
National Health Investors Inc

Real Estate
37
+ 0.93%
$65.79 - $76.06 $2.43K - $2.81K
4.02K $296K
CPB
Campbell Soup CO

Consumer Defensive
866
+ 13.08%
$37.29 - $42.04 $32.3K - $36.4K
7.49K $298K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
538
+ 2.49%
$36.63 - $37.45 $19.7K - $20.1K
22.1K $814K
NANR
Spdr Index Shs Fds S&P North A

ETFs
17
+ 0.39%
$51.78 - $56.0 $880 - $952
4.33K $240K
ALLE
Allegion PLC

Industrials
154
+ 5.56%
$123.79 - $135.5 $19.1K - $20.9K
2.92K $381K
RIO
Rio Tinto PLC

Basic Materials
241
+ 6.8%
$58.19 - $64.29 $14K - $15.5K
3.78K $227K
FLUX
Flux Power Holdings, Inc.

Industrials
10.6K
New
$1.21 - $2.23 $12.8K - $23.5K
10.6K $18K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
379
+ 0.72%
$13.34 - $13.81 $5.06K - $5.23K
53.1K $724K
PEAK
Healthpeak Properties, Inc.

Real Estate
901
+ 1.34%
N/A
68.2K $1.29M
HYDB
Ishares Tr Edge High Yield Def

ETFs
259
+ 0.64%
$46.82 - $47.8 $12.1K - $12.4K
40.9K $1.93M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.21K
+ 11.66%
$77.67 - $90.15 $94.2K - $109K
11.6K $908K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
1.41K
+ 12.62%
$10.44 - $10.89 $14.7K - $15.4K
12.6K $132K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
677
+ 2.57%
$23.87 - $24.35 $16.2K - $16.5K
27K $646K
DELL
Dell Technologies Inc.

Technology
3.97K
+ 27.58%
$90.34 - $124.66 $359K - $495K
18.4K $1.67M
IXP
Ishares Global Comm Services E

ETFs
142
+ 6.41%
$95.48 - $106.93 $13.6K - $15.2K
2.36K $228K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
544
+ 5.7%
$42.86 - $45.92 $23.3K - $25K
10.1K $438K
APA
Apa Corp

Energy
5.15K
+ 11.39%
$18.54 - $25.45 $95.4K - $131K
50.3K $1.06M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
514
+ 4.05%
$26.56 - $28.74 $13.7K - $14.8K
13.2K $359K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
272
+ 6.67%
$89.89 - $100.28 $24.5K - $27.3K
4.35K $400K
FCO
Aberdeen Global Income Fund Inc

Financial Services
1.01K
+ 3.97%
$5.79 - $6.28 $5.85K - $6.34K
26.5K $159K
KIO
Kkr Income Opportunities Fund

Financial Services
1.97K
+ 14.71%
$12.16 - $13.6 $23.9K - $26.7K
15.3K $188K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
38
+ 1.01%
$123.11 - $130.57 $4.68K - $4.96K
3.79K $480K
HYGV
Flexshares Tr High Yield Value

ETFs
359
+ 2.23%
$40.21 - $41.29 $14.4K - $14.8K
16.5K $664K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
60
+ 0.58%
$7.15 - $8.48 $429 - $509
10.5K $84K
MDIV
First Trust Multi Asset Divers

ETFs
125
+ 0.47%
$16.02 - $16.68 $2K - $2.09K
26.5K $433K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
120
+ 1.31%
$50.72 - $50.92 $6.09K - $6.11K
9.25K $470K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
539
+ 2.64%
$14.31 - $14.8 $7.71K - $7.98K
21K $302K
DX
Dynex Capital Inc

Real Estate
43
+ 0.29%
$12.18 - $14.42 $524 - $620
15.1K $195K
Activity Summary
Buys All Purchases 789 New Holdings 156 Increased Positions 633 Sells All Sells 971 Reductions 971 Sold out 0 Options Calls 4 Puts 5
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