Atria Wealth Solutions, Inc. Purchases in Q3 2024

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.82K
+ 9.91%
$42.66 - $45.18 $77.4K - $82K
20.1K $908K
OXLC
Oxford Lane Capital Corp.

Financial Services
24.3K
+ 60.0%
$5.15 - $5.67 $125K - $138K
64.9K $339K
EVRG
Evergy, Inc.

Utilities
851
+ 11.44%
$52.46 - $62.01 $44.6K - $52.8K
8.29K $514K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
1.64K
+ 41.34%
$61.2 - $67.95 $100K - $112K
5.61K $376K
FDLO
Fidelity Covington Tr Low Vola

ETFs
1.62K
+ 35.95%
$56.38 - $61.35 $91.1K - $99.1K
6.11K $374K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
13.1K
+ 125.99%
$7.74 - $8.68 $101K - $113K
23.4K $203K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
2.79K
+ 7.51%
$25.19 - $26.77 $70.4K - $74.8K
40K $1.06M
DJP
Barclays Bank PLC

ETFs
3.4K
+ 11.89%
$32.3 - $32.3 $110K - $110K
32K $1.03M
PLRX
Pliant Therapeutics, Inc.

Healthcare
9.86K
+ 84.16%
$10.52 - $14.35 $104K - $141K
21.6K $241K
YY
Joyy Inc.

Communication Services
1.5K
+ 15.0%
$30.3 - $37.7 $45.5K - $56.6K
11.5K $416K
PFL
Pimco Income Strategy Fund

Financial Services
1.05K
+ 0.42%
$8.1 - $8.57 $8.51K - $9K
253K $2.17M
ADSK
Autodesk, Inc.

Technology
498
+ 11.87%
$245.83 - $245.83 $122K - $122K
4.69K $1.15M
NI
Nisource Inc.

Utilities
1.92K
+ 23.59%
$28.54 - $34.64 $54.9K - $66.6K
10.1K $348K
MAIN
Main Street Capital Corp

Financial Services
2.51K
+ 6.14%
$47.05 - $52.25 $118K - $131K
43.4K $2.18M
DVAX
Dynavax Technologies Corp

Healthcare
10K
New
$10.05 - $11.61 $101K - $116K
10K $111K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
1.16K
+ 44.91%
$81.14 - $92.39 $94.2K - $107K
3.75K $332K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.89K
+ 11.84%
$48.27 - $49.43 $91.1K - $93.3K
17.8K $881K
IBHE
Ishares Ibonds 2025 Term High

ETFs
4.55K
+ 3.27%
$23.03 - $23.3 $105K - $106K
144K $3.35M
QS
Quantum Scape Corp

Consumer Cyclical
13.3K
+ 36.84%
$4.83 - $9.14 $64.3K - $122K
49.5K $284K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
1K
+ 2.84%
$43.5 - $45.75 $43.6K - $45.9K
36.3K $1.66M
HIE
Miller/Howard High Income Equity Fund

Financial Services
201
+ 0.19%
$11.13 - $12.27 $2.24K - $2.47K
104K $1.27M
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.96K
+ 32.32%
$37.22 - $41.47 $73K - $81.3K
8.03K $332K
PMF
Pimco Municipal Income Fund

Financial Services
10.1K
New
$9.07 - $10.32 $91.7K - $104K
10.1K $104K
NJR
New Jersey Resources Corp

Utilities
935
+ 7.11%
$42.03 - $48.02 $39.3K - $44.9K
14.1K $664K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
4.23K
+ 26.49%
$15.71 - $18.52 $66.4K - $78.3K
20.2K $354K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
597
+ 1.34%
$39.18 - $42.26 $23.4K - $25.2K
45.1K $1.91M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
912
+ 0.91%
$14.94 - $15.76 $13.6K - $14.4K
101K $1.6M
HPI
John Hancock Preferred Income Fund

Financial Services
317
+ 0.75%
$16.64 - $18.91 $5.27K - $5.99K
42.4K $801K
DFHY
Donoghue Forlines Tactical Hig

ETFs
1.02K
+ 1.06%
$20.78 - $21.88 $21.2K - $22.4K
97.8K $2.11M
FYT
First Trust Small Cap

ETFs
566
+ 3.36%
$50.68 - $58.56 $28.7K - $33.1K
17.4K $965K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
700
+ 3.3%
$52.31 - $58.18 $36.6K - $40.7K
21.9K $1.27M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.29K
+ 6.42%
$19.78 - $23.53 $25.5K - $30.3K
21.4K $494K
MLPA
Global X Mlp ETF

ETFs
2.14K
+ 9.83%
$45.78 - $49.84 $98.2K - $107K
23.9K $1.15M
VICI
Vici Properties Inc.

Real Estate
525
+ 3.27%
$27.64 - $34.08 $14.5K - $17.9K
16.6K $551K
EXC
Exelon Corp

Utilities
255
+ 1.85%
$34.24 - $40.55 $8.73K - $10.3K
14.1K $570K
HYLB
Xtrackers Usd High Yield Corp

ETFs
858
+ 2.16%
$35.26 - $36.92 $30.3K - $31.7K
40.6K $1.5M
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
10.4K
New
$8.2 - $10.1 $84.9K - $105K
10.4K $90K
PML
Pimco Municipal Income Fund Ii

Financial Services
6.22K
+ 17.73%
$8.4 - $9.39 $52.3K - $58.4K
41.3K $388K
WSO
Watsco Inc

Industrials
105
+ 8.05%
$448.73 - $519.89 $47.1K - $54.6K
1.41K $693K
RGLD
Royal Gold Inc

Basic Materials
1
+ 0.02%
$125.01 - $146.5 $125 - $147
5.79K $812K
CGAU
Centerra Gold Inc.

Basic Materials
10K
+ 28.57%
$6.18 - $7.79 $61.8K - $77.9K
45K $323K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
1.35K
+ 24.42%
$37.42 - $44.1 $50.5K - $59.5K
6.88K $297K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
895
+ 29.38%
$69.77 - $85.51 $62.4K - $76.5K
3.94K $329K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
338
+ 17.66%
$169.12 - $184.42 $57.2K - $62.3K
2.25K $415K
JBHT
Hunt J B Transport Services Inc

Industrials
225
+ 5.95%
$155.54 - $176.97 $35K - $39.8K
4.01K $690K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.62K
+ 20.34%
$50.61 - $50.96 $82.1K - $82.7K
9.6K $488K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
61
+ 0.46%
$70.02 - $76.68 $4.27K - $4.68K
13.4K $1.03M
FULT
Fulton Financial Corp

Financial Services
2.71K
+ 9.25%
$16.35 - $20.14 $44.4K - $54.7K
32.1K $581K
PSLV
Sprott Physical Silver Trust

Financial Services
1.54K
+ 1.22%
$9.17 - $10.84 $14.1K - $16.7K
129K $1.34M
Activity Summary
Buys All Purchases 852 New Holdings 149 Increased Positions 703 Sells All Sells 945 Reductions 945 Sold out 0 Options Calls 8 Puts 5
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