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
NYF
Ishares New York Muni Bond ETF

ETFs
5.41K
+ 26.82%
$51.29 - $53.06 $277K - $287K
25.6K $1.33M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
18.6K
+ 169.0%
$11.53 - $13.87 $214K - $258K
29.6K $410K
PSLV
Sprott Physical Silver Trust

Financial Services
15.4K
+ 12.94%
$9.98 - $12.51 $154K - $192K
134K $1.64M
PVAL
Putnam ETF Tr Putnam Focused L
1.66K
+ 1.84%
$33.6 - $40.23 $55.9K - $66.9K
92.2K $3.71M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
2.68K
+ 16.71%
$47.63 - $60.01 $128K - $161K
18.7K $1.11M
DIOD
Diodes Inc

Technology
4.82K
New
$34.26 - $52.89 $165K - $255K
4.82K $254K
MGM
Mgm Resorts International

Consumer Cyclical
7.25K
New
$25.79 - $34.95 $187K - $253K
7.25K $249K
BRO
Brown & Brown, Inc.

Financial Services
2.24K
New
$104.48 - $124.43 $234K - $279K
2.24K $248K
UI
Ubiquiti Inc.

Technology
600
New
$273.45 - $456.69 $164K - $274K
600 $246K
URA
Global X Uranium ETF

ETFs
6.36K
New
$20.26 - $38.81 $129K - $247K
6.36K $246K
ESI
Element Solutions Inc

Basic Materials
10.8K
New
$17.5 - $22.96 $190K - $249K
10.8K $245K
IYJ
Ishares Tr

ETFs
1.72K
New
$115.07 - $142.31 $198K - $245K
1.72K $245K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
7.95K
New
$24.54 - $30.41 $195K - $242K
7.95K $241K
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.88K
New
$49.89 - $62.13 $193K - $241K
3.88K $240K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
403
+ 1.27%
$55.5 - $69.0 $22.4K - $27.8K
32K $2.21M
BLBD
Blue Bird Corp

Consumer Cyclical
5.43K
New
$31.28 - $43.16 $170K - $234K
5.43K $234K
FOUR
Shift4 Payments, Inc.

Technology
2.36K
New
$72.5 - $99.11 $171K - $234K
2.36K $233K
TD
Toronto Dominion Bank

Financial Services
3.17K
New
$55.71 - $73.45 $177K - $233K
3.17K $232K
RACE
Ferrari N.V.

Consumer Cyclical
341
+ 33.37%
$397.86 - $499.02 $136K - $170K
1.36K $668K
AOA
Ishares Tr Core Aggressive All

ETFs
2.35K
+ 49.1%
$69.46 - $83.4 $164K - $196K
7.15K $596K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.31K
New
$157.93 - $175.89 $207K - $231K
1.31K $228K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
8.75K
+ 91.89%
$19.51 - $23.9 $171K - $209K
18.3K $436K
BFH
Bread Financial Holdings, Inc.

Financial Services
3.95K
New
$41.88 - $57.12 $166K - $226K
3.95K $225K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
5.39K
New
$36.02 - $41.92 $194K - $226K
5.39K $225K
KORP
American Centy ETF Tr Diversif

ETFs
4.8K
New
$45.37 - $47.07 $218K - $226K
4.8K $225K
FXI
Ishares Tr

ETFs
5.62K
+ 28.17%
$29.59 - $37.41 $166K - $210K
25.6K $939K
CIEN
Ciena Corp

Technology
2.75K
New
$53.5 - $83.89 $147K - $231K
2.75K $223K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
4.88K
New
$36.01 - $45.69 $176K - $223K
4.88K $222K
IAPR
Innovator Etfs Tr Internationa

ETFs
7.56K
New
$25.9 - $29.24 $196K - $221K
7.56K $221K
AMCR
Amcor PLC

Consumer Cyclical
24.1K
New
$8.57 - $9.81 $206K - $236K
24.1K $221K
IEUS
Ishares Msci Europe Small Cap

ETFs
3.3K
New
$51.62 - $67.33 $170K - $222K
3.3K $221K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
1.74K
+ 50.24%
$96.02 - $124.33 $167K - $217K
5.22K $601K
COOP
Mr. Cooper Group Inc.

Financial Services
1.48K
New
$107.26 - $155.96 $158K - $230K
1.48K $220K
PMAR
Innovator U.S. Equity Power Bu

ETFs
3.39K
+ 10.4%
$37.18 - $42.23 $126K - $143K
36K $1.52M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
2K
New
$95.52 - $109.98 $191K - $220K
2K $216K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
8.99K
New
$19.54 - $28.28 $176K - $254K
8.99K $215K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.4K
New
$61.25 - $63.4 $208K - $215K
3.4K $215K
CSWC
Capital Southwest Corp

Financial Services
9.74K
New
$17.99 - $22.44 $175K - $219K
9.74K $214K
AIT
Applied Industrial Technologies Inc

Industrials
895
+ 94.61%
$206.03 - $243.28 $184K - $218K
1.84K $427K
DHS
Wisdomtree Tr U.S

ETFs
2.21K
New
$87.71 - $98.37 $194K - $217K
2.21K $212K
URTH
Ishares Msci World ETF

ETFs
1.26K
New
$136.3 - $169.38 $171K - $213K
1.26K $212K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
7.71K
New
$21.8 - $27.71 $168K - $214K
7.71K $212K
UPST
Upstart Holdings, Inc.

Financial Services
964
+ 12.1%
$34.8 - $64.85 $33.5K - $62.5K
8.93K $577K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
10.2K
+ 10.46%
$15.52 - $17.13 $158K - $174K
107K $1.83M
ENSG
Ensign Group, Inc

Healthcare
1.35K
New
$119.93 - $156.36 $162K - $211K
1.35K $208K
FHI
Federated Hermes, Inc.

Financial Services
4.63K
New
$35.85 - $44.32 $166K - $205K
4.63K $205K
SBR
Sabine Royalty Trust

Energy
3.08K
New
$60.25 - $68.76 $185K - $212K
3.08K $205K
PBI
Pitney Bowes Inc

Industrials
4.13K
+ 4.84%
$7.81 - $10.94 $32.3K - $45.2K
89.5K $976K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
8.57K
New
$19.16 - $23.81 $164K - $204K
8.57K $204K
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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