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
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
31.7K
+ 86.7%
$22.04 - $23.08 $698K - $731K
68.2K $1.53M
RSG
Republic Services, Inc.

Industrials
3.5K
+ 16.71%
$198.0 - $218.75 $693K - $766K
24.5K $4.92M
PLD
Prologis, Inc.

Real Estate
9.11K
+ 72.38%
$101.4 - $126.96 $923K - $1.16M
21.7K $2.29M
SAP
Sap Se

Technology
2.6K
+ 89.38%
$218.13 - $255.54 $567K - $665K
5.51K $1.36M
REZ
Ishares Tr Residential And Mul

ETFs
9.43K
+ 90.96%
$79.04 - $89.77 $746K - $847K
19.8K $1.6M
KGC
Kinross Gold Corp

Basic Materials
71.8K
New
$9.03 - $10.75 $649K - $772K
71.8K $665K
SYY
Sysco Corp

Consumer Defensive
9.91K
+ 16.9%
$73.63 - $81.77 $730K - $811K
68.6K $5.24M
TMUS
T Mobile Us, Inc.

Communication Services
1.95K
+ 12.95%
$206.1 - $246.94 $402K - $482K
17K $3.75M
BSX
Boston Scientific Corp

Healthcare
6.49K
+ 56.52%
$83.62 - $91.5 $542K - $594K
18K $1.6M
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.2K
+ 34.93%
$83.09 - $89.28 $598K - $643K
27.8K $2.36M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
6.45K
+ 1.99%
$52.0 - $55.66 $335K - $359K
330K $17.6M
RJF
Raymond James Financial Inc

Financial Services
4.02K
New
$123.0 - $170.1 $495K - $684K
4.02K $625K
HOMB
Home Bancshares Inc

Financial Services
21.9K
New
$26.0 - $32.09 $569K - $702K
21.9K $619K
XEL
Xcel Energy Inc

Utilities
8.87K
+ 115.97%
$62.16 - $72.92 $551K - $647K
16.5K $1.12M
MET
Metlife Inc

Financial Services
7.63K
+ 42.58%
$78.15 - $88.25 $596K - $673K
25.5K $2.09M
TPL
Texas Pacific Land Corp

Energy
420
+ 64.71%
$915.49 - $1730.0 $385K - $727K
1.07K $1.18M
SJNK
Spdr Bloomberg Short Term High

ETFs
24.7K
+ 77.48%
$25.09 - $25.69 $620K - $635K
56.6K $1.43M
CQP
Cheniere Energy Partners, L.P.

Energy
10.7K
+ 118.73%
$48.06 - $58.87 $513K - $629K
19.7K $1.05M
RMD
Resmed Inc

Healthcare
2.63K
New
$228.69 - $256.07 $601K - $673K
2.63K $600K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.93K
+ 6.9%
$178.39 - $215.0 $345K - $416K
29.9K $5.77M
CCL
Carnival Corp

Consumer Cyclical
10.8K
+ 21.63%
$17.34 - $26.8 $187K - $289K
60.7K $1.51M
FITB
Fifth Third Bancorp

Financial Services
13.9K
+ 242.88%
$41.76 - $48.44 $580K - $672K
19.6K $828K
RECS
Columbia ETF Tr I

ETFs
16.7K
+ 264.43%
$33.61 - $36.42 $562K - $609K
23.1K $797K
OXY
Occidental Petroleum Corp

Energy
12.3K
+ 94.18%
$45.36 - $55.91 $556K - $685K
25.3K $1.25M
ENFR
Alerian Energy Infrastructure

ETFs
18.5K
New
$28.52 - $33.11 $529K - $614K
18.5K $577K
WEC
Wec Energy Group, Inc.

Utilities
6.43K
+ 46.09%
$92.94 - $101.82 $598K - $655K
20.4K $1.92M
CB
Chubb LTD

Financial Services
2.66K
+ 19.68%
$271.57 - $301.89 $721K - $802K
16.1K $4.46M
TDIV
First Trust Nasdaq Technology

ETFs
9.39K
+ 10.15%
$78.03 - $82.13 $733K - $772K
102K $8M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
12K
New
$46.96 - $51.46 $563K - $616K
12K $565K
IRT
Independence Realty Trust, Inc.

Real Estate
28.4K
New
$18.78 - $22.01 $534K - $626K
28.4K $564K
FNV
Franco Nevada Corp

Basic Materials
5.22K
+ 64.73%
$113.26 - $137.22 $591K - $716K
13.3K $1.56M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
27.5K
+ 39.43%
$26.63 - $30.23 $733K - $832K
97.3K $2.59M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
17.3K
New
$28.23 - $35.28 $489K - $611K
17.3K $551K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
21.3K
+ 41.66%
$13.3 - $21.42 $283K - $456K
72.4K $1.35M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
12.5K
+ 52.31%
$82.28 - $117.52 $1.02M - $1.46M
36.3K $3.07M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
63.7K
New
$8.51 - $9.15 $542K - $583K
63.7K $547K
INTU
Intuit Inc

Technology
804
+ 14.79%
$602.01 - $706.25 $484K - $568K
6.24K $3.92M
AFL
Aflac Inc

Financial Services
6.49K
+ 42.57%
$100.37 - $115.27 $652K - $748K
21.7K $2.25M
ONON
On Holding Ag

Consumer Cyclical
9.26K
+ 154.83%
$46.3 - $59.54 $429K - $551K
15.2K $834K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4.92K
+ 71.54%
$119.34 - $127.78 $588K - $629K
11.8K $1.41M
NCA
Nuveen California Municipal Value Fund

Financial Services
63.1K
New
$8.37 - $9.19 $528K - $580K
63.1K $533K
RING
Ishares Inc Msci Global Gold M

ETFs
18.9K
New
$27.93 - $36.45 $528K - $690K
18.9K $531K
OPER
ETF Ser Solutions Clearshares

ETFs
5.31K
New
$100.03 - $100.53 $531K - $533K
5.31K $530K
QLD
Proshares Ultra Qqq

ETFs
4.47K
+ 75.66%
$97.85 - $120.25 $438K - $538K
10.4K $1.12M
CBOE
Cboe Global Markets, Inc.

Financial Services
2.89K
+ 68.24%
$191.61 - $217.84 $554K - $630K
7.13K $1.39M
DUK
Duke Energy Corp

Utilities
11.2K
+ 12.33%
$105.76 - $120.76 $1.18M - $1.35M
102K $10.9M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
20.1K
New
$25.3 - $26.31 $507K - $528K
20.1K $512K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
15.4K
+ 6.23%
$24.94 - $25.74 $384K - $396K
262K $6.69M
APA
Apa Corp

Energy
23K
+ 103.99%
$20.47 - $27.07 $471K - $623K
45.2K $1.05M
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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