Atria Wealth Solutions, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-09
Total Holdings
4,123
Total Value
8296260138
Accession Number
0001420506-25-000956
Form Type
13F-HR
CIK
0001927543
Manager Name
Atria Wealth Solutions, Inc.
Data Enrichment
60% identified
2,461 identified1,662 unidentified

Holdings

4,123 positions
Manager:
SEC
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Page 78 of 93
New Mountain Finance Corp
NMFC|647551100
Shares:
23968(-11.1%)
Value:
$264.4M(-12.9%)
012653200
012653200
Shares:
7400
Value:
$263.8M
HOULIHAN LOKEY, INC.
HLI|441593100
Shares:
1626(+0.1%)
Value:
$262.7M(-6.9%)
Apollo Commercial Real Estate Finance, Inc.
ARI|03762U105
Shares:
27413(-63.0%)
Value:
$262.3M(-59.0%)
33739P301
33739P301
Shares:
5478(-57.1%)
Value:
$261.9M(-57.5%)
33737M300
33737M300
Shares:
3805(+22.8%)
Value:
$261.8M(+9.1%)
Liberty Broadband Corp
LBRDK|530307305
Shares:
3074
Value:
$261.4M
46434G889
46434G889
Shares:
5585(-6.9%)
Value:
$261.3M(-3.7%)
BAXTER INTERNATIONAL INC
BAX|071813109
Shares:
7582(-18.3%)
Value:
$260.8M(-4.1%)
SiteOne Landscape Supply, Inc.
SITE|82982L103
Shares:
2147(+0.8%)
Value:
$260.7M(-7.1%)
Duff & Phelps Utility & Infrastructure Fund Inc.
DPG|26433C105
Shares:
21233(+26.7%)
Value:
$259.7M(+32.5%)
FIRST CITIZENS BANCSHARES INC /DE/
FCNCA|31946M103
Shares:
140(-53.6%)
Value:
$259.6M(-59.3%)
464288869
464288869
Shares:
2337(-59.1%)
Value:
$259.2M(-65.2%)
00214Q302
00214Q302
Shares:
12482(-36.9%)
Value:
$259.1M(-44.4%)
Sunoco LP
SUN|86765K109
Shares:
4462(-10.3%)
Value:
$259.1M(+1.2%)
ClearBridge Energy Midstream Opportunity Fund Inc.
EMO|18469P209
Shares:
5218(+7.7%)
Value:
$258.9M(+14.8%)
33740U844
33740U844
Shares:
6723(+19.3%)
Value:
$258.7M(+18.8%)
921932828
921932828
Shares:
2680(-18.7%)
Value:
$258.7M(-26.0%)
VODAFONE GROUP PUBLIC LTD CO
VOD|92857W308
Shares:
27563(-21.1%)
Value:
$258.3M(-14.0%)
69374H717
69374H717
Shares:
7412(+0.0%)
Value:
$258.0M(-6.3%)