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
SHV
Ishares Tr

ETFs
1.14K
+ 1.35%
$110.11 - $110.51 $126K - $126K
86K $9.5M
YALA
Yalla Group LTD

Technology
30K
New
$3.89 - $5.63 $117K - $169K
30K $156K
TYL
Tyler Technologies Inc

Technology
251
+ 12.69%
$553.41 - $646.74 $139K - $162K
2.23K $1.3M
ZS
Zscaler, Inc.

Technology
490
+ 16.53%
$181.66 - $216.87 $89K - $106K
3.46K $685K
TDVG
T Rowe Price Exchange Traded F

Technology
3.42K
+ 25.88%
$39.23 - $42.13 $134K - $144K
16.6K $671K
BUG
Global X Fds Cybersecurity ETF

ETFs
4.56K
+ 72.22%
$31.56 - $36.78 $144K - $168K
10.9K $351K
ASC
Ardmore Shipping Corp

Industrials
15K
New
$9.06 - $13.6 $136K - $205K
15K $147K
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.41K
+ 35.45%
$25.54 - $28.79 $113K - $127K
16.8K $467K
HST
Host Hotels & Resorts, Inc.

Real Estate
10.1K
New
$14.21 - $17.45 $144K - $177K
10.1K $144K
LECO
Lincoln Electric Holdings Inc

Industrials
692
+ 13.62%
$180.51 - $216.81 $125K - $150K
5.77K $1.09M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
4.1K
+ 3.54%
$20.83 - $21.52 $85.4K - $88.3K
120K $2.58M
AFRM
Affirm Holdings, Inc.

Technology
4.24K
+ 115.3%
$43.7 - $80.98 $185K - $343K
7.91K $357K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
4.51K
+ 39.49%
$40.67 - $48.92 $183K - $220K
15.9K $647K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
5.4K
+ 55.01%
$23.28 - $23.95 $126K - $129K
15.2K $361K
SVM
Silvercorp Metals Inc

Basic Materials
29.5K
+ 143.9%
$2.94 - $4.19 $86.7K - $124K
50K $193K
SIXJ
Aim ETF Prods Tr Allianzim U S
6.92K
+ 4.35%
$29.68 - $31.19 $205K - $216K
166K $4.97M
TG
Tredegar Corp

Industrials
17K
New
$6.78 - $8.12 $115K - $138K
17K $130K
QBTS
D Wave Quantum Inc.

Technology
17.1K
New
$3.83 - $11.18 $65.5K - $191K
17.1K $130K
IFF
International Flavors & Fragrances Inc

Basic Materials
2.6K
+ 24.5%
$76.48 - $87.72 $199K - $228K
13.2K $1.03M
JCI
Johnson Controls International PLC

Industrials
1.18K
+ 4.21%
$76.12 - $90.6 $90.1K - $107K
29.3K $2.35M
ORCC
Owl Rock Capital Corp

Financial Services
9.59K
+ 14.56%
N/A
75.5K $1.01M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
12.4K
+ 32.88%
$11.22 - $11.8 $139K - $146K
50K $560K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
8.48K
+ 22.7%
$14.22 - $14.83 $121K - $126K
45.8K $662K
WU
Western Union CO

Financial Services
11.8K
+ 36.37%
$10.24 - $11.62 $120K - $137K
44.1K $466K
FDLO
Fidelity Covington Tr Low Vola

ETFs
2.02K
+ 26.3%
$59.43 - $63.22 $120K - $128K
9.7K $588K
AIG
American International Group, Inc.

Financial Services
389
+ 6.21%
$70.5 - $86.94 $27.4K - $33.8K
6.65K $578K
CTS
Cts Corp

Technology
4K
+ 98.69%
$41.45 - $52.95 $166K - $212K
8.05K $334K
PFM
Invesco Exchange Traded Fd Tr

ETFs
3.01K
+ 1.3%
$44.92 - $48.18 $135K - $145K
236K $10.8M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
6.42K
+ 7.43%
$16.18 - $17.82 $104K - $114K
92.7K $1.55M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
10.4K
+ 9.18%
$13.1 - $13.52 $136K - $141K
124K $1.63M
STLA
Stellantis N.V.

Consumer Cyclical
10.7K
New
$11.21 - $14.21 $120K - $152K
10.7K $119K
FLGV
Franklin Templeton ETF Trfrank

ETFs
5.44K
+ 37.58%
$19.92 - $20.57 $108K - $112K
19.9K $409K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
5.06K
+ 6.53%
$23.71 - $24.2 $120K - $122K
82.5K $1.97M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
7.69K
+ 54.89%
$18.72 - $21.24 $144K - $163K
21.7K $407K
XLRE
Select Sector Spdr Tr Real Est

ETFs
590
+ 0.79%
$39.18 - $43.52 $23.1K - $25.7K
75.7K $3.17M
GWRE
Guidewire Software, Inc.

Technology
349
+ 14.66%
$166.74 - $218.22 $58.2K - $76.2K
2.73K $511K
NTR
Nutrien Ltd.

Basic Materials
1.6K
+ 26.96%
$45.28 - $53.84 $72.2K - $85.9K
7.51K $373K
PPL
Ppl Corp

Utilities
960
+ 4.84%
$31.68 - $36.11 $30.4K - $34.7K
20.8K $750K
CNHI
Cnh Industrial N.V.

Industrials
10.1K
+ 100.03%
N/A
20.1K $209K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
6.65K
+ 46.72%
$12.18 - $13.34 $81K - $88.8K
20.9K $276K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.42K
+ 1.49%
N/A
301K $7.14M
FID
First Tr Exchange Trded Fd Vi

ETFs
2.99K
+ 5.58%
$15.83 - $17.53 $47.3K - $52.4K
56.5K $975K
RES
Rpc Inc

Energy
18.8K
New
$5.18 - $7.01 $97.4K - $132K
18.8K $103K
YRD
Yiren Digital Ltd.

Financial Services
15K
New
$4.57 - $8.11 $68.6K - $122K
15K $103K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
977
+ 50.13%
$115.13 - $136.09 $112K - $133K
2.93K $344K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.85K
+ 1.61%
$23.29 - $23.38 $89.6K - $90K
243K $5.68M
NI
Nisource Inc.

Utilities
979
+ 5.2%
$35.57 - $41.23 $34.8K - $40.4K
19.8K $794K
FSMD
Fidelity Covington Tr Small Mi

ETFs
3.11K
+ 30.84%
$38.04 - $43.22 $118K - $134K
13.2K $516K
GSL
Global Ship Lease, Inc.

Industrials
4K
+ 40.0%
$21.1 - $23.88 $84.4K - $95.5K
14K $319K
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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