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
IYK
Ishares U.S. Consumer Staples

ETFs
2
+ 0.04%
$65.27 - $72.12 $131 - $144
5.63K $397K
HII
Huntington Ingalls Industries, Inc.

Industrials
36
+ 3.67%
$241.93 - $282.86 $8.71K - $10.2K
1.02K $268K
EXK
Endeavour Silver Corp

Basic Materials
4.68K
+ 28.01%
$2.66 - $4.97 $12.4K - $23.2K
21.4K $84K
PRF
Invesco Exchange Traded Fd Tr

ETFs
35
+ 0.38%
$37.33 - $40.63 $1.31K - $1.42K
9.19K $373K
GBDC
Golub Capital Bdc, Inc.

Financial Services
2.57K
+ 12.48%
$14.36 - $16.0 $37K - $41.2K
23.2K $350K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
6.56K
+ 16.12%
$3.64 - $4.22 $23.9K - $27.7K
47.2K $173K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
134
+ 0.66%
$15.25 - $17.31 $2.04K - $2.32K
20.5K $339K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
462
+ 2.15%
$14.2 - $15.12 $6.56K - $6.99K
21.9K $331K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
43
+ 0.07%
$37.45 - $44.25 $1.61K - $1.9K
65.5K $2.8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
99
+ 2.14%
$60.25 - $66.85 $5.96K - $6.62K
4.73K $312K
HTAB
Hartford Fds Exchange Traded

ETFs
422
+ 1.45%
$19.24 - $19.9 $8.12K - $8.4K
29.5K $585K
APA
Apa Corp

Energy
4.51K
+ 25.57%
$23.34 - $32.22 $105K - $145K
22.1K $541K
KJUL
Innovator U.S. Small Cap Power

Technology
246
+ 2.45%
$27.38 - $29.23 $6.74K - $7.19K
10.3K $299K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
3
+ 0.04%
$42.38 - $47.25 $127 - $142
8.27K $390K
PHK
Pimco High Income Fund

Financial Services
1.33K
+ 1.62%
$4.76 - $5.0 $6.35K - $6.67K
83.8K $419K
KIO
Kkr Income Opportunities Fund

Financial Services
558
+ 4.4%
$13.6 - $14.8 $7.59K - $8.26K
13.2K $195K
FTV
Fortive Corp

Technology
1
+ 0.02%
$67.01 - $79.2 $67 - $79.2
4.21K $332K
CHY
Calamos Convertible & High Income Fund

Financial Services
308
+ 1.37%
$11.13 - $12.01 $3.43K - $3.7K
22.8K $272K
OPK
Opko Health, Inc.

Healthcare
12.4K
+ 124.0%
$1.21 - $1.68 $15K - $20.8K
22.4K $33K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
1.07K
+ 2.69%
$13.82 - $14.39 $14.8K - $15.4K
40.8K $576K
GTN
Gray Television Inc

Communication Services
1.26K
+ 1.68%
$4.23 - $6.5 $5.32K - $8.18K
76.2K $408K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
994
+ 2.91%
$7.86 - $8.77 $7.81K - $8.72K
35.1K $306K
STLD
Steel Dynamics Inc

Basic Materials
177
+ 8.65%
N/A
2.22K $218K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
160
+ 0.51%
$50.15 - $50.66 $8.02K - $8.11K
31.6K $1.6M
PCQ
Pimco California Municipal Income Fund

Financial Services
1K
+ 7.18%
$9.32 - $9.96 $9.32K - $9.96K
14.9K $148K
ARC
Arc Document Solutions, Inc.

Industrials
1.6K
+ 10.02%
$2.91 - $3.39 $4.66K - $5.42K
17.6K $59K
IXC
Ishares Tr Global Energy ETF

ETFs
512
+ 9.14%
$38.94 - $42.35 $19.9K - $21.7K
6.12K $247K
GUT
Gabelli Utility Trust

Financial Services
18.1K
+ 16.3%
$5.2 - $6.16 $94.3K - $112K
129K $672K
OC
Owens Corning

Industrials
29
+ 0.9%
$154.02 - $186.38 $4.47K - $5.41K
3.24K $571K
EPAM
Epam Systems, Inc.

Technology
92
+ 7.23%
$185.58 - $185.58 $17.1K - $17.1K
1.37K $253K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
75
+ 1.11%
$33.02 - $35.03 $2.48K - $2.63K
6.83K $239K
FN
Fabrinet

Technology
206
+ 4.57%
$193.84 - $273.5 $39.9K - $56.3K
4.71K $1.11M
SEMI
Columbia ETF Tr I Seligman Sem

ETFs
892
+ 11.36%
$22.54 - $29.25 $20.1K - $26.1K
8.75K $225K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
43
+ 0.34%
$3.74 - $4.66 $161 - $200
12.7K $58K
AQN
Algonquin Power & Utilities Corp.

Utilities
3.69K
+ 15.41%
$5.11 - $6.29 $18.8K - $23.2K
27.6K $150K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
81
+ 0.45%
$6.24 - $6.87 $505 - $556
18.3K $125K
FCO
Aberdeen Global Income Fund Inc

Financial Services
893
+ 3.3%
$5.35 - $6.27 $4.78K - $5.6K
27.9K $167K
CMU
Mfs High Yield Municipal Trust

Financial Services
1K
+ 5.21%
$3.42 - $3.67 $3.42K - $3.67K
20.2K $74K
FUBO
Fubo Tv Inc.

Communication Services
540
+ 1.24%
$1.16 - $2.07 $626 - $1.12K
44.1K $62K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
143
+ 1.65%
$24.98 - $25.63 $3.57K - $3.67K
8.81K $224K
TSI
Tcw Strategic Income Fund Inc

Financial Services
70
+ 0.39%
$4.69 - $5.19 $328 - $363
18.2K $93K
UMC
United Microelectronics Corp

Technology
1.5K
+ 11.89%
$7.43 - $8.89 $11.1K - $13.3K
14.1K $118K
TR
Tootsie Roll Industries Inc

Consumer Defensive
66
+ 0.58%
$27.88 - $33.16 $1.84K - $2.19K
11.4K $352K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
8
+ 0.14%
$34.24 - $41.13 $274 - $329
5.71K $231K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
17
+ 0.27%
$47.01 - $48.2 $799 - $819
6.27K $301K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
22
+ 0.24%
$28.91 - $32.54 $636 - $716
9.02K $289K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
229
+ 1.64%
$12.25 - $12.54 $2.81K - $2.87K
14.2K $177K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
301
+ 3.26%
$19.65 - $22.6 $5.91K - $6.8K
9.54K $206K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
45
+ 0.43%
$10.66 - $11.31 $480 - $509
10.6K $117K
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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