Atria Wealth Solutions, Inc. Sells in Q1 2025

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-208
- 0.37%
$72.01 - $79.94 $15K - $16.6K
55.7K $4.13M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-14.3K
- 24.53%
$9.83 - $10.34 $141K - $148K
44K $439K
K
Kellogg CO

Consumer Defensive
-1.71K
- 21.35%
$81.06 - $82.9 $138K - $141K
6.28K $518K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-4.83K
- 25.05%
$36.05 - $45.61 $174K - $220K
14.4K $573K
LUV
Southwest Airlines CO

Industrials
-3.74K
- 36.2%
$28.18 - $34.84 $105K - $130K
6.6K $221K
D
Dominion Energy, Inc

Utilities
-4.23K
- 8.19%
$52.85 - $57.43 $223K - $243K
47.4K $2.66M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-1.49K
- 4.49%
$61.91 - $66.79 $92K - $99.2K
31.6K $1.97M
EPD
Enterprise Products Partners L.P.

Energy
-21.1K
- 9.76%
$31.75 - $34.14 $671K - $722K
195K $6.67M
IOT
Samsara Inc.

Technology
-1.25K
- 9.37%
$34.06 - $60.96 $42.6K - $76.3K
12.1K $463K
FTNT
Fortinet, Inc.

Technology
-1.98K
- 4.97%
$92.49 - $114.57 $183K - $227K
37.9K $3.65M
GUT
Gabelli Utility Trust

Financial Services
-29.4K
- 23.74%
$5.11 - $5.55 $150K - $163K
94.4K $503K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-10.3K
- 48.2%
$12.61 - $14.92 $130K - $153K
11.1K $158K
XPO
Xpo Logistics, Inc.

Industrials
-66
- 1.42%
$106.12 - $148.16 $7K - $9.78K
4.57K $491K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
-6.15K
- 37.9%
$19.17 - $20.25 $118K - $125K
10.1K $195K
BHK
Blackrock Core Bond Trust

Financial Services
-12.9K
- 20.57%
$10.15 - $10.86 $131K - $140K
49.8K $540K
EMLP
First Tr Exchange Traded Iv

ETFs
-5.3K
- 11.7%
$35.79 - $38.28 $190K - $203K
40K $1.5M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-489
- 1.59%
$23.71 - $27.77 $11.6K - $13.6K
30.3K $720K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-2.65K
- 24.24%
$58.04 - $65.84 $154K - $175K
8.29K $528K
NEM
Newmont Corp

Basic Materials
-10.2K
- 29.67%
$37.79 - $48.39 $385K - $494K
24.2K $1.17M
FIS
Fidelity National Information Services, Inc.

Technology
-856
- 10.8%
$68.12 - $83.42 $58.3K - $71.4K
7.07K $528K
FIW
First Trust Water ETF

ETFs
-897
- 6.44%
$99.48 - $106.74 $89.2K - $95.7K
13K $1.31M
WHF
White Horse Finance, Inc.

Financial Services
-11K
- 42.65%
$9.5 - $11.29 $104K - $124K
14.8K $142K
LSAT
Two Rds Shared Tr Leadershares

ETFs
-2.49K
- 3.73%
$38.15 - $41.62 $95K - $104K
64.2K $2.57M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-320
- 7.01%
$191.06 - $228.87 $61.1K - $73.2K
4.25K $814K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.83K
- 1.03%
$49.78 - $53.19 $90.9K - $97.1K
176K $8.98M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-969
- 7.22%
$31.92 - $38.83 $30.9K - $37.6K
12.5K $412K
USA
Liberty All Star Equity Fund

Financial Services
-10.3K
- 11.15%
$6.41 - $7.32 $66.2K - $75.6K
82.3K $538K
DYLD
Two Rds Shared Tr Leadershares

ETFs
-4.81K
- 4.72%
$22.35 - $22.82 $107K - $110K
96.9K $2.18M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-5.15K
- 23.41%
$21.23 - $22.14 $109K - $114K
16.8K $371K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-944
- 12.53%
$61.55 - $71.27 $58.1K - $67.3K
6.59K $411K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-212
- 2.7%
$65.76 - $84.94 $13.9K - $18K
7.64K $506K
NVR
Nvr Inc

Consumer Cyclical
-4
- 5.41%
$7062.02 - $8382.63 $28.2K - $33.5K
70 $507K
DFS
Discover Financial Services

Financial Services
-354
- 2.46%
$152.99 - $203.25 $54.2K - $72K
14K $2.39M
FANG
Diamondback Energy, Inc.

Energy
-163
- 0.92%
$139.9 - $180.18 $22.8K - $29.4K
17.5K $2.79M
MMM
3 M CO

Industrials
-4.76K
- 14.02%
$129.7 - $155.12 $618K - $739K
29.2K $4.29M
ASIX
Advan Six Inc.

Basic Materials
-1.1K
- 9.05%
$22.57 - $32.31 $24.8K - $35.5K
11.1K $250K
MRCC
Monroe Capital Corp

Financial Services
-7.36K
- 13.7%
$7.61 - $8.81 $56K - $64.9K
46.4K $361K
SSO
Proshares Ultra S&P 500

ETFs
-433
- 7.12%
$80.57 - $100.21 $34.9K - $43.4K
5.65K $467K
TPR
Tapestry, Inc.

Consumer Cyclical
-1.71K
- 32.87%
$65.63 - $89.21 $112K - $153K
3.5K $246K
AZO
Autozone Inc

Consumer Cyclical
-135
- 19.62%
$3193.96 - $3828.11 $431K - $517K
553 $2.11M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-8.7K
- 17.18%
$10.53 - $11.08 $91.6K - $96.4K
41.9K $449K
UMBF
Umb Financial Corp

Financial Services
-441
- 10.83%
$98.0 - $122.56 $43.2K - $54K
3.63K $366K
SSRM
Ssr Mining Inc.

Basic Materials
-20K
- 57.14%
$7.06 - $11.21 $141K - $224K
15K $150K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-4.43K
- 3.19%
$23.13 - $23.41 $102K - $104K
134K $3.12M
XRX
Xerox Holdings Corp

Technology
-206
- 0.83%
$4.83 - $9.84 $995 - $2.03K
24.7K $119K
SCHW
Schwab Charles Corp

Financial Services
-2.98K
- 8.93%
$71.24 - $83.64 $212K - $249K
30.4K $2.38M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-616
- 18.69%
$94.32 - $110.46 $58.1K - $68K
2.68K $258K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-582
- 9.69%
$73.27 - $96.21 $42.6K - $56K
5.42K $397K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-1.21K
- 7.19%
$66.28 - $72.04 $80.1K - $87K
15.6K $1.07M
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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