Atria Wealth Solutions, Inc. Purchases in Q1 2025

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
8.88K
New
$19.53 - $25.74 $173K - $229K
8.88K $215K
EBAY
Ebay Inc

Consumer Cyclical
1.78K
+ 11.18%
$61.61 - $70.93 $110K - $127K
17.7K $1.2M
AIT
Applied Industrial Technologies Inc

Industrials
946
New
$218.93 - $269.18 $207K - $255K
946 $213K
HES
Hess Corp

Energy
1.34K
New
$135.42 - $160.52 $181K - $214K
1.34K $213K
HDB
Hdfc Bank LTD

Financial Services
2.91K
+ 38.53%
$58.06 - $66.85 $169K - $194K
10.5K $694K
YMM
Full Truck Alliance Co. Ltd.

Technology
16.6K
New
$10.41 - $13.69 $173K - $228K
16.6K $212K
ALE
Allete Inc

Utilities
3.24K
New
$64.9 - $65.91 $210K - $213K
3.24K $212K
CLH
Clean Harbors Inc

Industrials
1.07K
New
$188.14 - $246.1 $202K - $264K
1.07K $211K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
8.23K
+ 14.86%
$54.9 - $62.36 $452K - $513K
63.6K $3.54M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.14K
+ 39.02%
$178.65 - $194.73 $203K - $222K
4.06K $745K
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.13K
New
$38.22 - $41.19 $196K - $211K
5.13K $207K
EMHC
Spdr Bloomberg Emerging Market
8.59K
New
$23.72 - $24.56 $204K - $211K
8.59K $207K
CPNG
Coupang, Inc.

Consumer Cyclical
9.35K
New
$21.34 - $25.52 $199K - $239K
9.35K $204K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
9.51K
+ 3.54%
$20.64 - $20.73 $196K - $197K
278K $5.75M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
3.93K
New
$42.3 - $53.69 $166K - $211K
3.93K $204K
IJUL
Innovator Etfs Tr

ETFs
6.99K
New
$27.58 - $29.96 $193K - $209K
6.99K $203K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
8.02K
New
$24.29 - $25.89 $195K - $208K
8.02K $202K
PAYC
Paycom Software, Inc.

Technology
837
+ 61.77%
$199.42 - $225.82 $167K - $189K
2.19K $478K
DAN
Dana Inc

Consumer Cyclical
15.1K
New
$11.27 - $16.88 $170K - $255K
15.1K $201K
GRMN
Garmin LTD

Technology
664
+ 12.63%
$204.55 - $241.93 $136K - $161K
5.92K $1.29M
KXI
Ishares Tr Global Consumer Sta

ETFs
3.14K
New
$58.57 - $64.8 $184K - $203K
3.14K $200K
BIT
Black Rock Multi Sector Income Trust

Financial Services
14.5K
+ 14.43%
$14.43 - $14.85 $209K - $215K
115K $1.66M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
485
+ 1.27%
$24.11 - $28.41 $11.7K - $13.8K
38.8K $1.1M
FAST
Fastenal CO

Industrials
1.47K
+ 10.77%
$71.11 - $79.98 $104K - $117K
15.1K $1.17M
FQAL
Fidelity Covington Tr Quality

ETFs
3.33K
+ 18.42%
$63.12 - $69.13 $210K - $230K
21.4K $1.37M
EXC
Exelon Corp

Utilities
1.59K
+ 11.45%
$37.3 - $46.08 $59.4K - $73.4K
15.5K $713K
ANSS
Ansys Inc

Technology
650
+ 78.79%
$316.56 - $360.36 $206K - $234K
1.48K $466K
MCI
Barings Corporate Investors

Financial Services
97
+ 0.16%
$19.89 - $25.0 $1.93K - $2.43K
60.5K $1.42M
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.93K
+ 14.99%
$58.79 - $65.0 $231K - $256K
30.2K $1.8M
PID
Invesco Exchange Traded Fd Tr

ETFs
10.4K
New
N/A
10.4K $185K
PBI
Pitney Bowes Inc

Industrials
3.5K
+ 4.28%
$7.03 - $10.86 $24.6K - $38K
85.3K $772K
RACE
Ferrari N.V.

Consumer Cyclical
412
+ 67.54%
$413.73 - $508.15 $170K - $209K
1.02K $437K
FDMO
Fidelity Covington Tr Momentum

ETFs
3.96K
+ 22.3%
$63.36 - $74.35 $251K - $294K
21.7K $1.41M
PCEF
Invesco Cef Income Composite E

ETFs
10.1K
+ 22.68%
$18.8 - $19.89 $189K - $200K
54.5K $1.03M
GBIL
Goldman Sachs Access Treasury

ETFs
1.66K
+ 4.17%
$99.85 - $100.19 $166K - $166K
41.5K $4.16M
GEVO
Gevo, Inc.

Basic Materials
150K
New
$1.14 - $2.85 $171K - $428K
150K $174K
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.42K
+ 9.06%
$63.77 - $68.75 $218K - $235K
41.1K $2.65M
CLF
Cleveland Cliffs Inc.

Basic Materials
22.5K
+ 195.86%
$8.22 - $12.02 $185K - $270K
34K $279K
EIC
Eagle Point Income CO Inc.

N/A
11.4K
New
$14.65 - $16.36 $167K - $187K
11.4K $170K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
4.43K
+ 98.07%
$41.78 - $50.35 $185K - $223K
8.94K $383K
FEM
First Trust Emerging Markets A

ETFs
6.49K
+ 28.15%
$21.28 - $23.9 $138K - $155K
29.5K $675K
AN
Autonation, Inc.

Consumer Cyclical
1.1K
+ 88.07%
$156.67 - $195.15 $172K - $215K
2.35K $380K
STE
Steris PLC

Healthcare
615
+ 51.81%
$202.46 - $232.74 $125K - $143K
1.8K $408K
WFG
West Fraser Timber Co., LTD

Basic Materials
2.49K
+ 86.45%
$75.63 - $92.16 $188K - $229K
5.37K $413K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
10.4K
+ 46.68%
$12.52 - $13.63 $131K - $142K
32.8K $439K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
2.66K
+ 3.2%
$28.37 - $29.61 $75.5K - $78.9K
86K $2.52M
NU
Nu Holdings Ltd.

Financial Services
15.9K
New
$10.12 - $13.95 $161K - $221K
15.9K $162K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.72K
+ 8.97%
$51.39 - $57.43 $88.3K - $98.7K
20.9K $1.16M
DNP
Dnp Select Income Fund Inc

Financial Services
7K
+ 8.54%
$8.93 - $9.92 $62.5K - $69.4K
88.9K $879K
Activity Summary
Buys All Purchases 789 New Holdings 156 Increased Positions 633 Sells All Sells 971 Reductions 971 Sold out 0 Options Calls 4 Puts 5
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