Atria Wealth Solutions, Inc. Reduced Holdings in Q1 2025

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KEY
Keycorp

Financial Services
-959
- 2.38%
$15.15 - $18.3 $14.5K - $17.5K
39.3K $628K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-21.3K
- 14.97%
$442.66 - $534.52 $9.44M - $11.4M
121K $64.5M
GILD
Gilead Sciences, Inc.

Healthcare
-10.8K
- 18.49%
$89.14 - $117.41 $963K - $1.27M
47.7K $5.34M
SA
Seabridge Gold Inc

Basic Materials
-5.77K
- 19.57%
$10.47 - $13.33 $60.5K - $77K
23.7K $276K
CF
Cf Industries Holdings, Inc.

Basic Materials
-404
- 10.62%
$75.03 - $97.25 $30.3K - $39.3K
3.4K $265K
ISCG
Ishares Morningstar Small Cap

ETFs
-599
- 8.28%
$44.44 - $52.05 $26.6K - $31.2K
6.64K $298K
SBLK
Star Bulk Carriers Corp.

Industrials
-4.35K
- 30.08%
$14.35 - $17.15 $62.4K - $74.6K
10.1K $157K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-771
- 12.96%
$89.33 - $95.17 $68.9K - $73.4K
5.18K $478K
MSM
Msc Industrial Direct CO Inc

Industrials
-919
- 18.93%
$74.45 - $83.08 $68.4K - $76.4K
3.94K $305K
HEQT
Simplify Exchange Traded Fds H
-1.65K
- 14.46%
$28.48 - $30.52 $47K - $50.4K
9.76K $279K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-785
- 22.28%
$85.24 - $94.86 $66.9K - $74.5K
2.74K $249K
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
-12.6K
- 52.71%
$3.96 - $4.48 $50K - $56.6K
11.3K $45K
IGE
Ishares Tr North Amern Nat Res

ETFs
-3.13K
- 9.74%
$42.6 - $46.27 $133K - $145K
29K $1.32M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
-5K
- 33.33%
$7.55 - $8.77 $37.8K - $43.9K
10K $80K
MAS
Masco Corp

Industrials
-470
- 6.86%
$68.67 - $81.85 $32.3K - $38.5K
6.39K $444K
ROBO
Robo Global Robotics And Autom

ETFs
-467
- 8.18%
$51.5 - $60.89 $24.1K - $28.4K
5.24K $269K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-860
- 6.09%
$50.17 - $51.45 $43.1K - $44.2K
13.3K $668K
OTIS
Otis Worldwide Corp

Industrials
-799
- 25.59%
$90.77 - $104.01 $72.5K - $83.1K
2.32K $239K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-3.18K
- 18.3%
$15.13 - $18.07 $48.1K - $57.5K
14.2K $234K
ENPH
Enphase Energy, Inc.

Technology
-138
- 2.3%
$52.87 - $73.51 $7.3K - $10.1K
5.88K $364K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-340
- 3.31%
$60.05 - $72.21 $20.4K - $24.6K
9.92K $622K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
-459
- 3.79%
$21.29 - $24.8 $9.77K - $11.4K
11.6K $247K
AVLV
American Centy ETF Tr Avantis
-526
- 6.92%
$63.51 - $70.42 $33.4K - $37K
7.07K $461K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-1.8K
- 6.89%
$12.7 - $13.72 $22.8K - $24.7K
24.3K $313K
AVEM
American Centy ETF Tr Avantis

ETFs
-940
- 11.02%
$57.11 - $62.4 $53.7K - $58.7K
7.59K $456K
ROUS
Hartford Multifactor Us Equity

ETFs
-829
- 14.86%
$49.44 - $53.78 $41K - $44.6K
4.75K $240K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-1.44K
- 10.98%
$22.77 - $24.73 $32.7K - $35.5K
11.6K $271K
WBS
Webster Financial Corp

Financial Services
-6
- 0.05%
$47.55 - $61.41 $285 - $368
11.6K $596K
FULT
Fulton Financial Corp

Financial Services
-196
- 0.61%
$17.24 - $21.11 $3.38K - $4.14K
32K $579K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-452
- 13.25%
$81.8 - $88.86 $37K - $40.2K
2.96K $249K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-287
- 1.22%
$26.53 - $29.63 $7.61K - $8.5K
23.2K $625K
LIT
Global X Fds Global X Lithium

ETFs
-156
- 0.91%
$38.8 - $42.84 $6.05K - $6.68K
17K $660K
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
-279
- 1.12%
$22.55 - $24.61 $6.29K - $6.87K
24.7K $560K
KEYS
Keysight Technologies, Inc.

Technology
-81
- 3.25%
$148.16 - $185.11 $12K - $15K
2.41K $361K
NMFC
New Mountain Finance Corp

Financial Services
-2.99K
- 11.08%
$10.89 - $12.02 $32.5K - $35.9K
24K $264K
QPFF
American Centy ETF Tr Quality
-918
- 9.62%
$35.38 - $36.78 $32.5K - $33.8K
8.62K $305K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-27
- 1.5%
$157.11 - $206.52 $4.24K - $5.58K
1.78K $298K
OSPN
One Span Inc.

Technology
-31
- 0.27%
$15.25 - $20.23 $473 - $627
11.3K $172K
VOD
Vodafone Group Public LTD CO

Communication Services
-7.36K
- 21.06%
$8.05 - $9.86 $59.2K - $72.5K
27.6K $258K
HBAN
Huntington Bancshares Inc

Financial Services
-386
- 1.52%
$14.28 - $17.39 $5.51K - $6.71K
25.1K $376K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-201
- 2.86%
$86.24 - $97.98 $17.3K - $19.7K
6.82K $594K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-1.78K
- 12.53%
$20.82 - $22.08 $37K - $39.2K
12.4K $266K
GAB
Gabelli Equity Trust Inc

Financial Services
-8.66K
- 9.11%
$5.36 - $5.67 $46.4K - $49.1K
86.4K $476K
ROKU
Roku, Inc

Communication Services
-29
- 0.34%
$67.36 - $99.07 $1.95K - $2.87K
8.48K $597K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
-1.52K
- 6.64%
$11.94 - $12.73 $18.2K - $19.4K
21.4K $255K
OCIO
ETF Ser Solutions Clearshares

ETFs
-346
- 1.1%
$33.0 - $35.37 $11.4K - $12.2K
31K $1.03M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-1.73K
- 1.14%
$23.16 - $23.32 $40K - $40.3K
150K $3.48M
OXLC
Oxford Lane Capital Corp.

Financial Services
-1.04K
- 1.23%
$4.3 - $5.17 $4.46K - $5.36K
83.1K $392K
CHH
Choice Hotels International Inc

Consumer Cyclical
-12
- 0.33%
$127.89 - $155.97 $1.53K - $1.87K
3.6K $478K
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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