• 13F History

Atria Investments, Inc

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$8.04B
Signature - Title
Dan Mulvey - Chief Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Atria Investments, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Atria Investments, Inc reported 1846 stock holdings with total value $8.04B as of Q4 2024. Top holdings included MSFT, IVV, NVDA, AMZN, and OACP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,846 $8.04B +$695M -$608M +$87.4M MSFT, IVV, NVDA, AMZN, OACP 13F-HR 2/6/2025, 02:28 PM
Q3 2024 1,895 $8.05B +$663M -$730M -$66.9M MSFT, IVV, OACP, NVDA, AMZN 13F-HR 11/1/2024, 03:26 PM
Q2 2024 1,907 $7.72B +$1.07B -$547M +$523M MSFT, IVV, NVDA, OACP, AMZN 13F-HR 8/13/2024, 11:45 AM
Q1 2024 962 $7.26B +$819M -$454M +$365M MSFT, IVV, OACP, AMZN, NVDA 13F-HR 5/21/2024, 02:07 PM
Q4 2023 891 $6.46B +$866M -$536M +$330M IVV, MSFT, OACP, AAPL, AMZN 13F-HR 2/14/2024, 04:09 PM
Q3 2023 899 $5.61B +$684M -$412M +$272M IVV, MSFT, OACP, AAPL, SPY 13F-HR 11/7/2023, 10:42 AM
Q2 2023 825 $5.54B +$539M -$373M +$166M IVV, MSFT, OACP, BSV, OAIM 13F-HR 8/4/2023, 12:46 PM
Q1 2023 809 $5.28B +$792M -$361M +$431M IVV, MSFT, BSV, OACP, OAIM 13F-HR 5/10/2023, 04:54 PM
Q4 2022 763 $4.88B +$475M -$326M +$150M IVV, BSV, OACP, MSFT, SPY 13F-HR 1/31/2023, 03:12 PM
Q3 2022 734 $4.52B +$537M -$336M +$201M BSV, IVV, OACP, MSFT, SPY 13F-HR 11/1/2022, 09:32 AM
Q2 2022 747 $4.74B +$805M -$642M +$163M IVV, BSV, OACP, MSFT, SPY 13F-HR 8/11/2022, 03:49 PM
Q1 2022 854 $5.7B +$889M -$287M +$603M IVV, MSFT, SPY, ESGU, AAPL 13F-HR 5/2/2022, 11:29 AM
Q4 2021 837 $5.59B +$720M -$935M -$215M MSFT, IVV, AAPL, SPY, ESGU 13F-HR 2/3/2022, 08:40 PM
Q3 2021 782 $5.54B +$875M -$461M +$414M SPY, QQQ, VIG, MSFT, IEFA 13F-HR 11/16/2021, 11:53 AM
Q2 2021 761 $5.18B +$856M -$427M +$430M SPY, IJR, VIG, QQQ, MSFT 13F-HR 8/10/2021, 11:52 AM
Q1 2021 702 $4.52B +$747M -$532M +$215M IJR, SPY, IEMG, IEFA, QQQ 13F-HR 5/10/2021, 05:47 PM
Q4 2020 668 $4.14B +$929M -$292M +$637M QQQ, IJR, IEMG, IEFA, SPY 13F-HR 2/12/2021, 06:37 AM
Q3 2020 579 $3.29B +$651M -$334M +$317M QQQ, SPY, LQD, IEMG, VGIT 13F-HR 11/4/2020, 08:51 PM
Q2 2020 511 $2.91B +$1.79B -$188M +$1.6B LQD, TLT, EMB, QQQ, SPY Restatement 9/22/2020, 09:41 AM
Q1 2020 584 $1.29B +$256M -$457M -$201M SPY, BIL, VGIT, AAPL, FIXD 13F-HR 5/15/2020, 01:23 PM
Q4 2019 1,192 $3.69B +$1.05B -$251M +$794M SPY, QQQ, VGIT, SPLG, VMBS 13F-HR 2/11/2020, 12:55 PM
Q3 2019 851 $2.81B +$266M -$116M +$150M SPY, VIG, QQQ, VGIT, VMBS 13F-HR 11/14/2019, 08:45 AM
Q2 2019 921 $2.67B +$867M -$433M +$434M SPY, VIG, QQQ, VGIT, LQD Restatement 8/26/2019, 08:31 AM
Q1 2019 860 $2.22B +$689M -$690M -$600K BND, SPY, LQD, VIG, ITOT 13F-HR 5/15/2019, 11:42 AM
Q4 2018 874 $2.26B +$857M -$687M +$169M BND, IEF, VTI, TLT, SHY 13F-HR 2/11/2019, 07:53 PM
Q3 2018 971 $2.53B +$448M -$226M +$222M VTI, SPY, IJR, IVV, QQQ 13F-HR 10/9/2018, 09:03 AM
Q2 2018 949 $2.27B +$511M -$191M +$320M VTI, SPY, IJR, IVV, IJH 13F-HR 7/13/2018, 08:52 AM
Q1 2018 868 $2.07B +$314M -$161M +$154M VTI, SPY, IJR, IVV, IEMG 13F-HR 4/30/2018, 03:27 PM
Q4 2017 814 $2.01B +$328M -$163M +$165M VTI, SPY, IJR, IVV, IEMG 13F-HR 1/12/2018, 04:45 PM
Q3 2017 787 $1.84B +$251M -$71.9M +$179M VTI, SPY, VWO, BND, IJR 13F-HR 10/12/2017, 11:04 AM
Q2 2017 750 $1.63B +$220M -$120M +$100M VTI, SPY, BND, IJR, IVV 13F-HR 7/10/2017, 05:34 PM
Q1 2017 676 $1.54B +$306M -$85.8M +$220M VTI, SPY, IJR, BND, IVV 13F-HR 4/14/2017, 10:26 AM
Q4 2016 630 $1.31B +$329M -$77.7M +$251M VTI, SPY, BND, IJR, IJH 13F-HR 1/13/2017, 04:25 PM
Q3 2016 545 $1.09B +$209M -$46.7M +$163M VTI, BND, SPY, IJR, IJH 13F-HR 10/12/2016, 04:38 PM
Q2 2016 466 $925M +$139M -$71.9M +$66.6M VTI, BND, SPY, IJR, IJH 13F-HR 7/11/2016, 09:28 PM
Q1 2016 439 $880M +$157M -$164M -$6.12M VTI, BND, SPY, IJR, AGG 13F-HR 4/18/2016, 06:59 PM
Q4 2015 393 $909M +$257M -$40.1M +$217M VTI, SPY, BND, IJR, AGG 13F-HR 1/13/2016, 07:15 PM
Q3 2015 342 $723M +$96.7M -$129M -$31.9M VTI, BND, SPY, MINT, AGG Restatement 11/16/2015, 09:21 AM
Q2 2015 395 $852M +$108M -$56.4M +$51.2M VTI, BND, SPY, VXUS, AGG 13F-HR 7/31/2015, 08:26 PM
Q1 2015 399 $884M +$151M -$126M +$25M VTI, SPY, BND, AGG, BNDX 13F-HR 4/13/2015, 04:37 PM
Q4 2014 411 $934M +$145M -$97.5M +$47.7M VTI, BND, AGG, VUG, VYM 13F-HR 1/12/2015, 06:52 AM
Q3 2014 454 $975M +$96.7M -$62.4M +$34.4M VTI, BND, VUG, VYM, BNDX 13F-HR 11/12/2014, 05:27 AM
Q2 2014 416 $1B +$157M -$96.9M +$59.7M VTI, BND, VUG, VYM, BNDX 13F-HR 7/21/2014, 05:05 PM
Q1 2014 421 $981M +$168M -$119M +$49.7M VTI, BND, VYM, BNDX, VUG 13F-HR 5/12/2014, 04:52 PM
Q4 2013 439 $1B VTI, BND, BNDX, VUG, VYM 13F-HR 1/9/2014, 06:13 AM