Atrion Ownership | Who Owns Atrion?
Atrion Ownership Summary
Atrion is owned by 68.15% institutional investors, 23.37% insiders, and 8.48% retail investors. Blackrock is the largest institutional shareholder, holding 6.16% of ATRI shares. Virtus KAR Small-Cap Core I is the top mutual fund, with 2.78% of its assets in Atrion shares.
ATRI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Atrion | 68.15% | 23.37% | 8.48% |
| Sector | Healthcare Stocks | 47.31% | 8.01% | 44.69% |
| Industry | Medical Instruments & Supplies Stocks | 56.05% | 10.80% | 33.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 108.49K | 6.16% | $49.08M |
| Morgan stanley | 61.97K | 3.52% | $28.04M |
| State street | 42.62K | 2.42% | $19.28M |
| Geode capital management | 34.94K | 1.99% | $15.81M |
| Dimensional fund advisors lp | 31.91K | 1.81% | $14.44M |
| Alliancebernstein | 20.94K | 1.19% | $9.47M |
| Jpmorgan chase | 20.64K | 1.17% | $9.34M |
| Wells fargo & company/mn | 19.41K | 1.10% | $8.78M |
| Bank of new york mellon | 14.92K | 0.85% | $6.75M |
| Goldman sachs group | 11.82K | 0.67% | $5.35M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Virtu financial | 961.00 | 0.03% | $434.00K |
| Public employees retirement system of ohio | 6.71K | 0.01% | $3.04M |
| Dimensional fund advisors lp | 31.91K | 0.00% | $14.44M |
| M&t bank | 2.27K | 0.00% | $1.03M |
| Alliancebernstein | 20.94K | 0.00% | $9.47M |
| D. e. shaw | 7.13K | 0.00% | $3.22M |
| Rhumbline advisers | 6.69K | 0.00% | $3.03M |
| Sei investments | 4.07K | 0.00% | $1.84M |
| Morgan stanley | 61.97K | 0.00% | $28.04M |
| Stifel financial | 4.14K | 0.00% | $1.87M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 20.94K | 0.00% | 19.04K |
| Goldman sachs group | 11.82K | 0.00% | 11.32K |
| Bank of america corp /de/ | 8.97K | 0.00% | 8.30K |
| D. e. shaw | 7.13K | 0.00% | 7.13K |
| State street | 42.62K | 0.00% | 5.40K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kayne anderson rudnick investment management | - | - | -205.39K |
| Vanguard group | - | - | -87.84K |
| Glazer capital | - | - | -53.88K |
| T. rowe price investment management | - | - | -45.27K |
| Neuberger berman group | - | - | -39.62K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Citadel advisors | 2.02K | 0.00% | 2.02K | $913.00K |
| Virtu financial | 961.00 | 0.03% | 961.00 | $434.00K |
| Benjamin f. edwards & company | 160.00 | 0.00% | 160.00 | $72.00K |
Sold Out
| Holder | Change |
|---|---|
| Signaturefd | -1.00 |
| Covestor | -1.00 |
| Tfc financial management | -1.00 |
| Your advocates ltd., llp | -2.00 |
| Triad wealth partners | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 139 | 20.87% | 1,199,493 | -4.43% | 68 | 1.34% | 79 | 36.21% | 39 | 8.33% |
| Mar 31, 2024 | 115 | 2.68% | 1,255,137 | 8.56% | 71 | 1.65% | 58 | 11.54% | 36 | -18.18% |
| Dec 31, 2023 | 112 | 2.75% | 1,156,206 | 1.52% | 65 | 1.57% | 52 | 6.12% | 44 | 15.79% |
| Sep 30, 2023 | 109 | -9.17% | 1,138,909 | -0.90% | 64 | 1.52% | 49 | -10.91% | 38 | 5.56% |
| Jun 30, 2023 | 120 | -2.44% | 1,149,212 | -0.10% | 65 | 1.53% | 55 | -8.33% | 36 | -7.69% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Virtus KAR Small-Cap Core I | 48.88K | 2.78% | - |
| Neuberger Berman Genesis Inv | 26.07K | 1.48% | -93.51K |
| JNL Multi-Manager Small Cap Growth A | 15.95K | 0.91% | -536.00 |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 15.47K | 0.88% | -24.06K |
| Fidelity Small Cap Index | 14.39K | 0.82% | 144.00 |
| Crawford Small Cap Equity | 12.46K | 0.71% | -400.00 |
| DF Dent Small Cap Growth Investor | 5.22K | 0.30% | -646.00 |
| NT R2000 Growth Index Fund - NL | 4.13K | 0.23% | - |
| NT R2000 Index Fund - NL | 3.26K | 0.18% | -609.00 |
| GAMCO Intl SICAV Merger Arbtrg I (USD) | 2.95K | 0.17% | 2.95K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 01, 2023 | Athey Preston G | - | Buy | $95.90K |
| Nov 16, 2023 | Battat David A | President & CEO | Buy | $90.00K |
| Aug 15, 2023 | Athey Preston G | - | Buy | $104.67K |
| Oct 26, 2022 | STRICKLAND JEFFERY | Officer/ CFO | Sell | $675.00K |
| Dec 20, 2021 | BATTAT EMILE A | Director/Chairman of the Board | Sell | $2.14K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2027 Q1 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 2 | - |
ATRI Ownership FAQ
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