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
PJAN
Innovator U.S. Equity Power Bu

ETFs
715
+ 1.92%
$41.16 - $42.25 $29.4K - $30.2K
37.9K $1.6M
CAG
Conagra Brands Inc.

Consumer Defensive
5.72K
+ 28.87%
$26.48 - $32.72 $151K - $187K
25.5K $708K
QJUN
First Tr ETF
1.14K
+ 3.76%
$26.78 - $28.75 $30.5K - $32.8K
31.4K $880K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
54
+ 2.19%
$193.7 - $235.05 $10.5K - $12.7K
2.52K $576K
FIS
Fidelity National Information Services, Inc.

Technology
1.02K
+ 14.8%
$80.14 - $90.95 $81.9K - $93K
7.93K $640K
PPL
Ppl Corp

Utilities
2.22K
+ 12.58%
$31.47 - $35.0 $69.7K - $77.5K
19.8K $643K
SVM
Silvercorp Metals Inc

Basic Materials
20.5K
New
$2.88 - $5.06 $59K - $104K
20.5K $61K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
51
+ 0.17%
$24.76 - $27.53 $1.26K - $1.4K
30.8K $833K
OMC
Omnicom Group Inc.

Communication Services
1.66K
+ 34.58%
$85.82 - $105.47 $143K - $175K
6.47K $556K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
19K
+ 152.83%
$2.99 - $3.34 $56.8K - $63.5K
31.4K $98K
TLRY
Tilray Brands, Inc.

Healthcare
53.8K
+ 174.71%
$1.16 - $1.77 $62.4K - $95.1K
84.5K $112K
DGX
Quest Diagnostics Inc

Healthcare
425
+ 16.04%
N/A
3.08K $421K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
194
+ 0.73%
$9.71 - $15.34 $1.88K - $2.98K
26.8K $356K
ADSK
Autodesk, Inc.

Technology
226
+ 4.82%
N/A
4.92K $1.21M
D
Dominion Energy, Inc

Utilities
4.48K
+ 9.5%
$52.63 - $60.92 $236K - $273K
51.6K $2.78M
EWBC
East West Bancorp Inc

Financial Services
77
+ 2.1%
$80.04 - $111.23 $6.16K - $8.56K
3.75K $359K
KEYS
Keysight Technologies, Inc.

Technology
320
+ 14.73%
$149.01 - $172.53 $47.7K - $55.2K
2.49K $400K
CMU
Mfs High Yield Municipal Trust

Financial Services
16.6K
+ 82.33%
$3.47 - $3.69 $57.7K - $61.4K
36.8K $129K
ENVX
Enovix Corp

Industrials
2.25K
+ 11.63%
$8.03 - $12.81 $18.1K - $28.8K
21.6K $234K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.37K
+ 18.1%
$21.43 - $22.55 $72.2K - $75.9K
22K $473K
IAK
Ishares Tr

ETFs
515
+ 11.04%
$123.78 - $138.16 $63.7K - $71.2K
5.18K $655K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
11.2K
New
$4.62 - $5.32 $51.7K - $59.6K
11.2K $53K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
150
+ 7.74%
$101.51 - $140.63 $15.2K - $21.1K
2.09K $262K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
441
+ 1.09%
$44.57 - $46.43 $19.7K - $20.5K
40.8K $1.87M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.92K
+ 26.62%
$9.95 - $12.23 $29K - $35.7K
13.9K $162K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.1K
+ 2.38%
$77.23 - $82.11 $85.3K - $90.6K
47.6K $3.7M
KWEB
Kraneshares Tr Csi China Inter

ETFs
2.75K
+ 42.07%
$29.11 - $38.87 $80.1K - $107K
9.29K $271K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
2.52K
+ 28.36%
$28.71 - $31.34 $72.4K - $79.1K
11.4K $328K
GRAB
Grab Holdings LTD

Technology
10.4K
New
$3.6 - $5.67 $37.3K - $58.8K
10.4K $48K
VNLA
Janus Henderson Short Duration

ETFs
1.03K
+ 7.19%
$48.82 - $49.11 $50.5K - $50.8K
15.4K $753K
IYG
Ishares Tr

ETFs
342
+ 12.04%
$70.24 - $82.34 $24K - $28.2K
3.18K $247K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
435
+ 15.96%
$79.95 - $89.42 $34.8K - $38.9K
3.16K $264K
XFOR
X4 Pharmaceuticals, Inc

Healthcare
60K
New
$0.28 - $0.82 $16.8K - $49.2K
60K $46K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
1.63K
+ 15.27%
$27.48 - $32.37 $44.8K - $52.8K
12.3K $353K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
864
+ 9.94%
$43.61 - $45.3 $37.7K - $39.1K
9.55K $425K
NWE
Northwestern Corp

Utilities
1.57K
+ 14.88%
$50.44 - $57.24 $78.9K - $89.6K
12.1K $645K
TIPT
Tiptree Inc.

Financial Services
1K
+ 5.66%
$19.02 - $22.95 $19K - $23K
18.7K $389K
CHH
Choice Hotels International Inc

Consumer Cyclical
12
+ 0.33%
$128.7 - $152.73 $1.54K - $1.83K
3.61K $512K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
505
+ 7.75%
$89.01 - $96.24 $45K - $48.6K
7.02K $630K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.37K
+ 1.04%
N/A
133K $4.2M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.21K
+ 8.97%
$57.32 - $59.66 $69.5K - $72.3K
14.7K $843K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.76K
+ 8.75%
$43.44 - $45.05 $76.5K - $79.4K
21.9K $951K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.19K
+ 2.52%
$80.18 - $88.79 $95.7K - $106K
48.5K $3.91M
EGY
Vaalco Energy Inc

Energy
10K
New
$4.24 - $6.38 $42.4K - $63.8K
10K $43K
CBSH
Commerce Bancshares Inc

Financial Services
166
+ 1.52%
$57.04 - $74.36 $9.47K - $12.3K
11.1K $689K
HLI
Houlihan Lokey, Inc.

Financial Services
95
+ 6.21%
$158.81 - $190.49 $15.1K - $18.1K
1.63K $282K
PFL
Pimco Income Strategy Fund

Financial Services
10.7K
+ 4.22%
$8.27 - $8.77 $88.4K - $93.8K
264K $2.21M
FULT
Fulton Financial Corp

Financial Services
147
+ 0.46%
$16.97 - $21.99 $2.49K - $3.23K
32.2K $620K
HSBC
Hsbc Holdings PLC

Financial Services
170
+ 2.35%
$43.83 - $49.51 $7.45K - $8.42K
7.39K $365K
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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