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
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.65K
+ 106.11%
$47.26 - $48.18 $314K - $320K
12.9K $612K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
2.5K
+ 23.61%
$108.0 - $116.52 $270K - $291K
13.1K $1.47M
GPN
Global Payments Inc

Industrials
2.05K
+ 27.03%
$97.57 - $119.38 $200K - $244K
9.62K $1.08M
ATO
Atmos Energy Corp

Utilities
2.14K
New
$136.41 - $151.43 $292K - $324K
2.14K $298K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
38.8K
+ 30.2%
$10.55 - $11.6 $410K - $451K
167K $1.78M
STWD
Starwood Property Trust, Inc.

Real Estate
20.8K
+ 30.96%
$18.95 - $20.37 $395K - $425K
88.1K $1.67M
NEAR
Blackrock Short Maturity Bond

ETFs
6.09K
+ 39.71%
$50.28 - $51.08 $306K - $311K
21.4K $1.08M
FFIN
First Financial Bankshares Inc

Financial Services
9.06K
+ 26.42%
$35.49 - $43.05 $321K - $390K
43.3K $1.56M
FRT
Federal Realty Investment Trust

Real Estate
2.62K
New
$109.55 - $117.53 $287K - $308K
2.62K $293K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
11.2K
+ 8.65%
$51.33 - $53.74 $577K - $604K
141K $7.27M
IVR
Invesco Mortgage Capital Inc.

Real Estate
36.2K
New
$7.72 - $9.16 $279K - $331K
36.2K $291K
AVXL
Anavex Life Sciences Corp.

Healthcare
27.1K
New
$5.11 - $12.56 $138K - $340K
27.1K $290K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
96.7K
New
$2.76 - $3.76 $267K - $364K
96.7K $290K
CYBR
Cyber Ark Software Ltd.

Technology
641
+ 34.84%
$274.1 - $333.15 $176K - $214K
2.48K $826K
TM
Toyota Motor Corp

Consumer Cyclical
1.39K
+ 119.21%
$169.2 - $199.52 $235K - $277K
2.56K $497K
CASY
Caseys General Stores Inc

Consumer Cyclical
276
+ 3.24%
$366.65 - $427.88 $101K - $118K
8.8K $3.49M
GTO
Invesco Actively Managed ETF T

ETFs
6.67K
+ 55.11%
$46.33 - $48.41 $309K - $323K
18.8K $870K
EXI
Ishares Global Industrials ETF

ETFs
2.02K
New
$141.14 - $152.06 $285K - $307K
2.02K $284K
SIXJ
Aim ETF Prods Tr Allianzim U S
4.05K
+ 2.62%
$29.24 - $30.42 $119K - $123K
159K $4.84M
MLM
Martin Marietta Materials Inc

Basic Materials
675
+ 22.1%
$516.5 - $619.58 $349K - $418K
3.73K $1.93M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
3.03K
New
$92.58 - $93.71 $281K - $284K
3.03K $281K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
23.3K
+ 44.67%
$12.74 - $14.23 $297K - $331K
75.4K $979K
AB
Alliancebernstein Holding L.P.

Financial Services
7.47K
New
$34.59 - $38.68 $258K - $289K
7.47K $277K
HUSA
Houston American Energy Corp

Energy
189K
+ 346.58%
$1.17 - $1.69 $221K - $320K
244K $334K
FDMO
Fidelity Covington Tr Momentum

ETFs
3.18K
+ 21.84%
$65.49 - $73.33 $208K - $233K
17.7K $1.24M
CMI
Cummins Inc

Industrials
70
+ 0.71%
$324.93 - $383.42 $22.7K - $26.8K
9.89K $3.45M
ENLC
En Link Midstream, LLC

Energy
19.2K
New
$13.74 - $16.01 $264K - $307K
19.2K $271K
EMGF
Ishares Msci Emerging Markets

ETFs
6K
New
$45.23 - $51.49 $271K - $309K
6K $271K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.23K
+ 85.1%
$129.13 - $198.21 $159K - $243K
2.67K $494K
NRG
Nrg Energy, Inc.

Utilities
3.08K
+ 32.48%
$85.3 - $101.61 $263K - $313K
12.6K $1.13M
CFG
Citizens Financial Group Inc

Financial Services
5.78K
+ 109.6%
$39.92 - $48.46 $231K - $280K
11.1K $483K
FNF
Fidelity National Financial, Inc.

Financial Services
4.75K
New
$55.19 - $63.83 $262K - $303K
4.75K $266K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.43K
+ 71.01%
$102.46 - $110.17 $249K - $268K
5.85K $619K
TOL
Toll Brothers, Inc.

Consumer Cyclical
3.16K
+ 66.11%
$123.8 - $167.8 $392K - $531K
7.95K $1M
WTW
Willis Towers Watson PLC

Financial Services
840
New
$287.99 - $332.53 $242K - $279K
840 $261K
SPMD
Spdr Portfolio

ETFs
4.75K
+ 43.77%
$54.13 - $59.56 $257K - $283K
15.6K $853K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
1.61K
+ 40.77%
$109.13 - $130.93 $175K - $210K
5.55K $692K
AME
Ametek Inc

Industrials
1.23K
+ 31.67%
$165.89 - $197.38 $205K - $244K
5.13K $924K
SUN
Sunoco LP

Energy
4.98K
New
$50.8 - $56.82 $253K - $283K
4.98K $256K
FTSD
Franklin ETF Tr Liberty Short

ETFs
2.95K
+ 27.8%
$89.95 - $90.89 $265K - $268K
13.6K $1.22M
SKYW
Skywest Inc

Industrials
2.54K
New
$83.51 - $115.11 $212K - $292K
2.54K $254K
XPO
Xpo Logistics, Inc.

Industrials
1.33K
+ 40.19%
$105.35 - $158.2 $140K - $210K
4.63K $607K
QINT
American Centy ETF Tr Quality

ETFs
5.26K
New
$47.57 - $51.38 $250K - $270K
5.26K $251K
HSY
Hershey CO

Consumer Defensive
4.49K
+ 19.67%
$168.67 - $193.65 $758K - $870K
27.3K $4.63M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5.94K
New
$41.09 - $45.94 $244K - $273K
5.94K $249K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.41K
New
$138.3 - $192.95 $194K - $271K
1.41K $248K
CELH
Celsius Holdings, Inc.

Consumer Defensive
11.5K
+ 102.06%
$25.66 - $34.91 $296K - $402K
22.8K $601K
PFM
Invesco Exchange Traded Fd Tr

ETFs
8.76K
+ 3.91%
$45.72 - $48.2 $400K - $422K
233K $10.7M
LOGI
Logitech International S.A.

Technology
2.98K
New
$77.08 - $91.82 $230K - $274K
2.98K $245K
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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