Atria Wealth Solutions, Inc. Purchases in Q2 2025

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APA
Apa Corp

Energy
34.6K
+ 68.8%
$14.03 - $21.24 $486K - $735K
84.9K $1.55M
SSO
Proshares Ultra S&P 500

ETFs
4.18K
+ 73.89%
$64.8 - $97.72 $271K - $408K
9.83K $960K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
10.8K
New
$43.65 - $45.44 $473K - $493K
10.8K $492K
BST
Black Rock Science & Technology Trust

Financial Services
12.5K
New
$29.62 - $38.3 $370K - $478K
12.5K $476K
CDC
Victory Portfolios Ii Shs Inco

ETFs
7.44K
New
$58.28 - $65.68 $434K - $489K
7.44K $474K
DGS
Wisdomtree Emerging Markets Sm

ETFs
8.51K
New
$43.34 - $55.24 $369K - $470K
8.51K $470K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.51K
New
$153.22 - $199.8 $384K - $500K
2.51K $469K
MTZ
Mastec Inc

Industrials
2.73K
New
$106.07 - $171.99 $290K - $470K
2.73K $465K
FOXA
Fox Corp

Communication Services
8.25K
New
$47.21 - $57.04 $389K - $471K
8.25K $462K
QS
Quantum Scape Corp

Consumer Cyclical
53.2K
+ 131.75%
$3.47 - $7.65 $185K - $407K
93.6K $628K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
25.7K
+ 88.78%
$12.25 - $15.47 $315K - $397K
54.6K $845K
NVT
N Vent Electric PLC

Industrials
5.66K
New
$45.2 - $73.35 $256K - $415K
5.66K $414K
FNDA
Schwab Fundamental U S Small C

ETFs
10.9K
+ 14.27%
$23.85 - $28.69 $261K - $314K
87.6K $2.51M
OSK
Oshkosh Corp

Industrials
2.87K
+ 77.23%
$79.17 - $113.62 $227K - $326K
6.59K $748K
NWBI
Northwest Bancshares, Inc.

Financial Services
30.3K
+ 243.3%
$10.9 - $12.84 $331K - $389K
42.8K $546K
IONQ
Ion Q, Inc.

Technology
2.88K
+ 22.43%
$20.68 - $48.04 $59.6K - $138K
15.7K $676K
RGTI
Rigetti Computing, Inc.

Technology
33K
New
$7.5 - $14.29 $248K - $472K
33K $391K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
5.54K
+ 34.8%
$35.38 - $48.3 $196K - $267K
21.5K $1.04M
ISCG
Ishares Morningstar Small Cap

ETFs
7.05K
+ 106.27%
$39.44 - $49.76 $278K - $351K
13.7K $681K
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
7.78K
New
$47.03 - $48.37 $366K - $376K
7.78K $375K
INOD
Innodata Inc

Technology
4.5K
+ 48.87%
$29.68 - $51.96 $133K - $234K
13.7K $701K
AFRM
Affirm Holdings, Inc.

Technology
2.63K
+ 33.22%
$35.75 - $69.14 $94K - $182K
10.5K $728K
CW
Curtiss Wright Corp

Industrials
374
+ 35.86%
$283.18 - $488.55 $106K - $183K
1.42K $692K
FNV
Franco Nevada Corp

Basic Materials
1.57K
+ 9.59%
$143.04 - $178.17 $224K - $279K
17.9K $2.93M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
7.23K
New
$25.35 - $64.65 $183K - $467K
7.23K $360K
USVM
Victory Portfolios Ii Victorys

ETFs
4.29K
New
$69.28 - $84.0 $297K - $360K
4.29K $359K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.51K
New
$225.56 - $335.19 $340K - $505K
1.51K $358K
PAVE
Global X Fds Us Infrastructure

ETFs
1.18K
+ 2.35%
$33.78 - $43.68 $39.9K - $51.6K
51.5K $2.24M
PAPR
Innovator U.S. Equity Power Bu

ETFs
7.77K
+ 26.68%
$33.22 - $37.29 $258K - $290K
36.9K $1.38M
CDE
Coeur Mining, Inc.

Basic Materials
38.1K
New
$4.81 - $9.46 $183K - $361K
38.1K $337K
AMP
Ameriprise Financial Inc

Financial Services
332
+ 10.4%
$422.19 - $533.73 $140K - $177K
3.52K $1.88M
TMDX
Trans Medics Group, Inc.

Healthcare
2.44K
New
$67.67 - $143.04 $165K - $349K
2.44K $327K
MANH
Manhattan Associates Inc

Technology
1.64K
New
$143.9 - $197.47 $235K - $323K
1.64K $322K
FLMI
Franklin Dynamic Municipal Bon

ETFs
13.1K
+ 111.06%
$23.57 - $24.6 $309K - $322K
24.9K $603K
DASH
Door Dash, Inc.

Communication Services
552
+ 20.05%
$163.16 - $246.51 $90.1K - $136K
3.31K $814K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
8.98K
New
$27.43 - $34.32 $246K - $308K
8.98K $307K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
8.83K
+ 18.01%
$22.63 - $26.95 $200K - $238K
57.9K $1.56M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.13K
+ 4.45%
$91.62 - $109.97 $104K - $124K
26.5K $2.92M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
6.42K
New
$27.82 - $46.45 $178K - $298K
6.42K $298K
NTR
Nutrien Ltd.

Basic Materials
3.96K
+ 52.7%
$46.88 - $62.89 $186K - $249K
11.5K $667K
LRN
Stride, Inc.

Consumer Defensive
2.03K
New
$124.45 - $160.72 $252K - $326K
2.03K $294K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
6.71K
+ 115.98%
$42.51 - $43.7 $285K - $293K
12.5K $545K
PINS
Pinterest, Inc.

Communication Services
8.07K
New
$24.21 - $35.95 $195K - $290K
8.07K $289K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.05K
+ 44.74%
$160.22 - $209.35 $169K - $221K
3.41K $713K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
30.3K
+ 90.66%
$7.19 - $8.75 $218K - $265K
63.7K $557K
BJUN
Innovator U.S. Equity Buffer E

ETFs
7.25K
New
N/A
7.25K $283K
IFRA
Ishares Tr

ETFs
2.86K
+ 8.63%
$40.97 - $49.19 $117K - $141K
36K $1.77M
NU
Nu Holdings Ltd.

Financial Services
15.8K
+ 99.62%
$9.6 - $13.72 $152K - $217K
31.7K $434K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.48K
New
$86.93 - $109.64 $215K - $272K
2.48K $271K
Activity Summary
Buys All Purchases 368 New Holdings 119 Increased Positions 249 Sells All Sells 1031 Reductions 1031 Sold out 0 Options Calls 0 Puts 1
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