Atrion Ownership 2024 | Who Owns Atrion Now?


OverviewRevenueFinancialsChart

Institutional Ownership

68.15%

Insider Ownership

23.37%

Retail Ownership

8.48%

Institutional Holders

139.00

Atrion Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC11.67%0.23%205,3932,1111.04%92,926,216Jun 30, 2024
BLACKROCK INC.6.16%0.00%108,4914,4374.26%49,084,582Jun 30, 2024
VANGUARD GROUP INC4.99%0.00%87,8432,9673.50%39,742,809Jun 30, 2024
MORGAN STANLEY3.52%0.00%61,9701,3372.21%28,037,401Jun 30, 2024
GLAZER CAPITAL, LLC3.06%1.89%53,87853,878100.00%24,376,000Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.2.57%0.01%45,266-93,488-67.38%20,480,000Jun 30, 2024
STATE STREET CORP2.42%0.00%42,6205,40214.51%19,282,567,000Jun 30, 2024
NEUBERGER BERMAN GROUP LLC2.25%0.01%39,618-139,481-77.88%17,924,372Jun 30, 2024
BOSTON TRUST WALDEN CORP2.03%0.12%35,729-73-0.20%16,164,872Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.99%0.00%34,9381,1173.30%15,809,996Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.81%0.00%31,912-15,484-32.67%14,438,057Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.69%0.02%29,709-7,500-20.16%13,441,243Jun 30, 2024
DF DENT & CO INC1.46%0.15%25,634-17,310-40.31%11,597,491Jun 30, 2024
NORTHERN TRUST CORP1.20%0.00%21,096-1,512-6.69%9,544,463,000Jun 30, 2024
ALLIANCEBERNSTEIN L.P.1.19%0.00%20,93919,0431004.38%9,473,432Jun 30, 2024
JPMORGAN CHASE & CO1.17%0.00%20,644-835-3.89%9,339,966Jun 30, 2024
WELLS FARGO & COMPANY/MN1.10%0.00%19,409-48-0.25%8,780,923Jun 30, 2024
PROSHARE ADVISORS LLC1.01%0.02%17,722-3,219-15.37%8,017,965Jun 30, 2024
CRAWFORD INVESTMENT COUNSEL INC0.95%0.14%16,776-2,562-13.25%7,589,977Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.85%0.00%14,9214363.01%6,750,728Jun 30, 2024

Atrion's largest institutional shareholder is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, holding 11.67% of the company's total share outstanding, currently valued at $92.93M. The top 10 institutional shareholders own together 40.67% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HARVEST MANAGEMENT LLC0.45%2.76%8,0008,000100.00%3,619,440Jun 30, 2024
GLAZER CAPITAL, LLC3.06%1.89%53,87853,878100.00%24,376,000Jun 30, 2024
BCK CAPITAL MANAGEMENT LP0.26%1.31%4,5004,500100.00%2,035,935Jun 30, 2024
ROBERTS GLORE & CO INC /IL/0.29%0.68%5,018-127-2.47%2,270,444Jun 30, 2024
VERSOR INVESTMENTS LP0.41%0.60%7,1777,177100.00%3,247,090Jun 30, 2024
SAGEFIELD CAPITAL LP0.61%0.51%10,74010,740100.00%4,859,098Jun 30, 2024
ICW INVESTMENT ADVISORS LLC0.13%0.47%2,270-125-5.22%1,027,217Jun 30, 2024
CLEARALPHA TECHNOLOGIES LP0.13%0.35%2,3352,335100.00%1,056,424Jun 30, 2024
NEXPOINT ASSET MANAGEMENT, L.P.0.31%0.33%5,5335,533100.00%2,503,295Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC11.67%0.23%205,3932,1111.04%92,926,216Jun 30, 2024
GABELLI & CO INVESTMENT ADVISERS, INC.0.14%0.19%2,5002,500100.00%1,131,075Jun 30, 2024
PENDERFUND CAPITAL MANAGEMENT LTD.0.06%0.19%1,1001,100100.00%680,842Jun 30, 2024
LAUREL WEALTH ADVISORS LLC0.13%0.19%2,371--1,072,712Jun 30, 2024
DF DENT & CO INC1.46%0.15%25,634-17,310-40.31%11,597,491Jun 30, 2024
PBMARES WEALTH MANAGEMENT LLC0.08%0.15%1,350--610,781Jun 30, 2024
CRAWFORD INVESTMENT COUNSEL INC0.95%0.14%16,776-2,562-13.25%7,589,977Jun 30, 2024
BOSTON TRUST WALDEN CORP2.03%0.12%35,729-73-0.20%16,164,872Jun 30, 2024
AQR ARBITRAGE LLC0.36%0.07%6,3206,320100.00%2,859,358Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.05%0.07%908908100.00%410,806Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.0.33%0.05%5,7495,749100.00%2,601,020Jun 30, 2024

The largest Atrion shareholder by % of total assets is HARVEST MANAGEMENT LLC. The company owns 8.00K shares of Atrion (ATRI), representing 2.76% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GLAZER CAPITAL, LLC3.06%1.89%53,87853,878100.00%24,376,000Jun 30, 2024
ALLIANCEBERNSTEIN L.P.1.19%0.00%20,93919,0431004.38%9,473,432Jun 30, 2024
CAPULA MANAGEMENT LTD0.79%0.05%13,87413,874100.00%6,277,014Jun 30, 2024
GOLDMAN SACHS GROUP INC0.67%0.00%11,81811,3202273.09%5,346,818Jun 30, 2024
SAGEFIELD CAPITAL LP0.61%0.51%10,74010,740100.00%4,859,098Jun 30, 2024
BANK OF AMERICA CORP /DE/0.51%0.00%8,9688,3001242.52%4,057,393Jun 30, 2024
LMR PARTNERS LLP0.47%0.03%8,2158,215100.00%3,716,712Jun 30, 2024
HARVEST MANAGEMENT LLC0.45%2.76%8,0008,000100.00%3,619,440Jun 30, 2024
VERSOR INVESTMENTS LP0.41%0.60%7,1777,177100.00%3,247,090Jun 30, 2024
D. E. SHAW & CO., INC.0.41%0.00%7,1287,128100.00%3,224,921Jun 30, 2024
AQR ARBITRAGE LLC0.36%0.07%6,3206,320100.00%2,859,358Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.0.33%0.05%5,7495,749100.00%2,601,020Jun 30, 2024
MAGNETAR FINANCIAL LLC0.32%0.05%5,6685,668100.00%2,564,373Jun 30, 2024
NEXPOINT ASSET MANAGEMENT, L.P.0.31%0.33%5,5335,533100.00%2,503,295Jun 30, 2024
STATE STREET CORP2.42%0.00%42,6205,40214.51%19,282,567,000Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.29%0.00%5,1035,103100.00%2,308,751Jun 30, 2024
BCK CAPITAL MANAGEMENT LP0.26%1.31%4,5004,500100.00%2,035,935Jun 30, 2024
BLACKROCK INC.6.16%0.00%108,4914,4374.26%49,084,582Jun 30, 2024
GABELLI FUNDS LLC0.25%0.01%4,3334,333100.00%1,960,379Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.25%0.00%4,4863,107225.31%2,029,602Jun 30, 2024

As of Jun 30 2024, Atrion's largest institutional buyer is GLAZER CAPITAL, LLC. The company purchased 53.88K stocks of ATRI, valued at $24.38M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NEUBERGER BERMAN GROUP LLC2.25%0.01%39,618-139,481-77.88%17,924,372Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.2.57%0.01%45,266-93,488-67.38%20,480,000Jun 30, 2024
DF DENT & CO INC1.46%0.15%25,634-17,310-40.31%11,597,491Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.81%0.00%31,912-15,484-32.67%14,438,057Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.69%0.02%29,709-7,500-20.16%13,441,243Jun 30, 2024
PROSHARE ADVISORS LLC1.01%0.02%17,722-3,219-15.37%8,017,965Jun 30, 2024
CITIZENS FINANCIAL GROUP INC/RI----2,941-100.00%-Jun 30, 2024
CRAWFORD INVESTMENT COUNSEL INC0.95%0.14%16,776-2,562-13.25%7,589,977Jun 30, 2024
MILLENNIUM MANAGEMENT LLC----1,743-100.00%-Jun 30, 2024
NORTHERN TRUST CORP1.20%0.00%21,096-1,512-6.69%9,544,463,000Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP----1,245-100.00%-Jun 30, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)----1,090-100.00%-Jun 30, 2024
PENN MUTUAL ASSET MANAGEMENT, LLC----950-100.00%-Jun 30, 2024
UBS GROUP AG0.08%0.00%1,495-888-37.26%676,383Jun 30, 2024
JPMORGAN CHASE & CO1.17%0.00%20,644-835-3.89%9,339,966Jun 30, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----816-100.00%-Jun 30, 2024
INCEPTIONR LLC----740-100.00%-Jun 30, 2024
BARCLAYS PLC0.04%0.00%713-706-49.75%322,000Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----677-100.00%-Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.01%-115-608-84.09%52,029Jun 30, 2024

As of Jun 30 2024, Atrion's biggest institutional seller is NEUBERGER BERMAN GROUP LLC. The company sold -0.14M shares of ATRI, valued at $17.92M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GLAZER CAPITAL, LLC3.06%1.89%53,87853,878100.00%24,376,000Jun 30, 2024
CAPULA MANAGEMENT LTD0.79%0.05%13,87413,874100.00%6,277,014Jun 30, 2024
SAGEFIELD CAPITAL LP0.61%0.51%10,74010,740100.00%4,859,098Jun 30, 2024
LMR PARTNERS LLP0.47%0.03%8,2158,215100.00%3,716,712Jun 30, 2024
HARVEST MANAGEMENT LLC0.45%2.76%8,0008,000100.00%3,619,440Jun 30, 2024
VERSOR INVESTMENTS LP0.41%0.60%7,1777,177100.00%3,247,090Jun 30, 2024
AQR ARBITRAGE LLC0.36%0.07%6,3206,320100.00%2,859,358Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.0.33%0.05%5,7495,749100.00%2,601,020Jun 30, 2024
MAGNETAR FINANCIAL LLC0.32%0.05%5,6685,668100.00%2,564,373Jun 30, 2024
NEXPOINT ASSET MANAGEMENT, L.P.0.31%0.33%5,5335,533100.00%2,503,295Jun 30, 2024
BCK CAPITAL MANAGEMENT LP0.26%1.31%4,5004,500100.00%2,035,935Jun 30, 2024
GABELLI FUNDS LLC0.25%0.01%4,3334,333100.00%1,960,379Jun 30, 2024
GABELLI & CO INVESTMENT ADVISERS, INC.0.14%0.19%2,5002,500100.00%1,131,075Jun 30, 2024
CLEARALPHA TECHNOLOGIES LP0.13%0.35%2,3352,335100.00%1,056,424Jun 30, 2024
HRT FINANCIAL LP0.11%0.00%1,8891,889100.00%854,000Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC0.08%0.01%1,3801,380100.00%624,353Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.07%0.00%1,3021,302100.00%589,062Jun 30, 2024
GOTHAM ASSET MANAGEMENT, LLC0.07%0.01%1,2371,237100.00%559,656Jun 30, 2024
ATRIA INVESTMENTS, INC0.06%0.01%1,1371,137100.00%514,629Jun 30, 2024
PENDERFUND CAPITAL MANAGEMENT LTD.0.06%0.19%1,1001,100100.00%680,842Jun 30, 2024
VIRTU FINANCIAL LLC0.05%0.03%961961100.00%434,000Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.05%0.07%908908100.00%410,806Jun 30, 2024
CHOREO, LLC0.05%0.01%867867100.00%392,135Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.04%0.00%769769100.00%347,919Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%737737100.00%333,441Jun 30, 2024
GTS SECURITIES LLC0.04%0.00%707707100.00%319,868Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%646646100.00%292,270Jun 30, 2024
QUANTBOT TECHNOLOGIES LP0.04%0.01%638638100.00%288,650Jun 30, 2024
GUGGENHEIM CAPITAL LLC0.03%0.00%537537100.00%242,954Jun 30, 2024
BENJAMIN F. EDWARDS & COMPANY, INC.0.01%0.00%160160100.00%72,000Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC0.01%0.01%119119100.00%53,839Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC0.00%0.00%2020100.00%9,042Jun 30, 2024
HM PAYSON & CO0.00%0.00%1616100.00%7,239Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC0.00%0.00%88100.00%3,643Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%66100.00%2,715Jun 30, 2024
PRINCIPAL SECURITIES, INC.0.00%0.00%55100.00%2,262Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%22100.00%906Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC0.00%0.00%22100.00%905Jun 30, 2024
TFC FINANCIAL MANAGEMENT, INC.0.00%0.00%11100.00%453Jun 30, 2024

Atrion's largest new institutional shareholder by number of shares is GLAZER CAPITAL, LLC, purchased 53.88K shares, valued at $24.38M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CITIZENS FINANCIAL GROUP INC/RI----2,941-100.00%-Jun 30, 2024
MILLENNIUM MANAGEMENT LLC----1,743-100.00%-Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP----1,245-100.00%-Jun 30, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)----1,090-100.00%-Jun 30, 2024
PENN MUTUAL ASSET MANAGEMENT, LLC----950-100.00%-Jun 30, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----816-100.00%-Jun 30, 2024
INCEPTIONR LLC----740-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----677-100.00%-Jun 30, 2024
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV----500-100.00%-Jun 30, 2024
FIRST FINANCIAL CORP /IN/----360-100.00%-Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC----226-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----197-100.00%-Jun 30, 2024
COPELAND CAPITAL MANAGEMENT, LLC----87-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----84-100.00%-Jun 30, 2024
COLONIAL TRUST CO / SC----12-100.00%-Jun 30, 2024
MATHER GROUP, LLC.----9-100.00%-Jun 30, 2024
NORTH STAR INVESTMENT MANAGEMENT CORP.----6-100.00%-Jun 30, 2024
CWM, LLC----3-100.00%-Jun 30, 2024
YOUR ADVOCATES LTD., LLP----2-100.00%-Jun 30, 2024

Atrion's largest sold out institutional shareholder by shares sold is CITIZENS FINANCIAL GROUP INC/RI, sold -2.94K shares, valued at -, as of undefined.

Atrion Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
WANGER ADVISORS TRUST0.02%9,619--Mar 31, 2024
NEUBERGER BERMAN EQUITY FUNDS0.01%120,854-1,609-1.31%Feb 29, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.01%83,97112,85418.07%Mar 31, 2024
VIRTUS EQUITY TRUST0.01%49,190-167-0.34%Mar 28, 2024
Monteagle Funds0.01%234--Feb 29, 2024
BOSTON TRUST WALDEN FUNDS0.01%13,765-25-0.18%Mar 28, 2024
FORUM FUNDS0.00%5,8644398.09%Mar 31, 2024
ROYCE MICRO-CAP TRUST, INC.0.00%1,200--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.00%977--Mar 31, 2024
ROYCE VALUE TRUST, INC.0.00%1,100--Mar 31, 2024
COLUMBIA ACORN TRUST0.00%4,173--Mar 31, 2024
UNIFIED SERIES TRUST0.00%12,8564003.21%Mar 31, 2024
SIT MUTUAL FUNDS INC0.00%250--Mar 28, 2024
Humankind Benefit Corp0.00%14555.56%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%1,804--Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%2,455--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%213--Mar 31, 2024
FIRST TRUST VARIABLE INSURANCE TRUST0.00%1,521--Mar 28, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%624--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%1,461--Mar 31, 2024
Nushares ETF Trust0.00%1,611-130-7.47%Jan 31, 2024
FIDELITY COMMONWEALTH TRUST0.00%65531492.08%Feb 29, 2024
TIAA SEPARATE ACCOUNT VA 10.00%40--Mar 31, 2024
JNL VARIABLE FUND LLC0.00%1,008-155-13.33%Mar 31, 2020
BRIDGEWAY FUNDS INC0.00%400--Mar 28, 2024
Bernstein Fund Inc0.00%1,341--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%61,035-20,512-25.15%Mar 31, 2024
VANGUARD SPECIALIZED FUNDS0.00%7,6761852.47%Jan 31, 2024
ROYCE FUND0.00%900--Mar 31, 2024
AMG Funds I0.00%251--Jan 31, 2024
MML SERIES INVESTMENT FUND0.00%1,089--Dec 31, 2023
Legg Mason ETF Investment Trust0.00%2074426.99%Mar 31, 2024
PROSHARES TRUST0.00%23,5066,81640.84%Feb 29, 2024
SCHWAB CAPITAL TRUST0.00%3,725-9-0.24%Jan 31, 2024
Lattice Strategies Trust0.00%101-14-12.17%Mar 31, 2024
TIMOTHY PLAN0.00%304--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%12,7623032.43%Feb 29, 2024
FIDELITY COVINGTON TRUST0.00%1,032272.69%Jan 31, 2024
Calvert Variable Products, Inc.0.00%137--Mar 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%4,9402234.73%Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%45,9937,98321.00%Jan 31, 2024
Krane Shares Trust0.00%708--Dec 31, 2023
ETF Series Solutions0.00%798--Jan 31, 2024
PFM Multi-Manager Series Trust0.00%30--Dec 31, 2023
Principal Exchange-Traded Funds0.00%419337410.98%Mar 31, 2024
Voya INVESTORS TRUST0.00%1,7771,511568.05%Mar 31, 2024
OHIO NATIONAL FUND INC0.00%585--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%887-63-6.63%Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%644--Jan 31, 2024
SEASONS SERIES TRUST0.00%592501550.55%Mar 31, 2024
VANGUARD HORIZON FUNDS0.00%570--Mar 31, 2024
SunAmerica Specialty Series0.00%12--Apr 30, 2021
Global X Funds0.00%891--Jan 31, 2024
VANGUARD WORLD FUND0.00%4,823320.67%Feb 29, 2024
NEW COVENANT FUNDS0.00%71--Dec 31, 2023
Ultimus Managers Trust0.00%185--Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%468-106-18.47%Mar 31, 2024
Dimensional ETF Trust0.00%5,819-580-9.06%Jan 31, 2024
Brighthouse Funds Trust II0.00%11,740-217-1.81%Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%63-12-16.00%Mar 31, 2024
SCHWAB STRATEGIC TRUST0.00%7,0221702.48%Feb 29, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%615--Mar 31, 2024
SA FUNDS INVESTMENT TRUST0.00%171-30-14.93%Mar 31, 2024
ETF Managers Trust0.00%78--Dec 31, 2023
TIAA-CREF LIFE FUNDS0.00%27--Mar 31, 2024
VICTORY PORTFOLIOS0.00%294--Mar 31, 2024
RBB FUND, INC.0.00%881--Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%749-3-0.40%Jan 31, 2024
THRIVENT SERIES FUND INC0.00%959--Mar 28, 2024
Victory Portfolios II0.00%435--Mar 31, 2024
Columbia Funds Variable Series Trust II0.00%242--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%468--Mar 31, 2024
Forethought Variable Insurance Trust0.00%27--Mar 28, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%7645.56%Mar 31, 2024
NORTHERN FUNDS0.00%854151.79%Mar 28, 2024
GPS Funds I0.00%27--Mar 31, 2024
WisdomTree Trust0.00%9,4711191.27%Mar 31, 2024
FLEXSHARES TRUST0.00%33214678.49%Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%86911.69%Mar 31, 2024
OLD WESTBURY FUNDS INC0.00%479--Jan 31, 2024
TRUST FOR PROFESSIONAL MANAGERS0.00%1,0581,058-Feb 29, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%177--Dec 31, 2023
EQ ADVISORS TRUST0.00%3,910-107-2.66%Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%3505317.85%Feb 29, 2024
VANGUARD SCOTTSDALE FUNDS0.00%6,21365811.85%Feb 29, 2024
iSHARES TRUST0.00%47,620-2,293-4.59%Mar 31, 2024
RYDEX SERIES FUNDS0.00%12--Dec 31, 2023
J.P. Morgan Exchange-Traded Fund Trust0.00%1,23412411.17%Jan 31, 2024
MASTER INVESTMENT PORTFOLIO0.00%202--Mar 31, 2024
THRIVENT MUTUAL FUNDS0.00%205--Mar 28, 2024
VANGUARD WELLINGTON FUND0.00%881--Feb 29, 2024
Fidelity Rutland Square Trust II0.00%2,31050.22%Feb 29, 2024
VALIC Co I0.00%528-2-0.38%Feb 29, 2024
PENN SERIES FUNDS INC0.00%48--Mar 28, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%218--Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%15--Mar 28, 2024
RYDEX DYNAMIC FUNDS0.00%6--Dec 31, 2023
Goldman Sachs ETF Trust0.00%141-95-40.25%Feb 29, 2024
Guggenheim Active Allocation Fund0.00%8--Feb 29, 2024
STONE RIDGE TRUST0.00%30--Jan 31, 2024

Atrion's largest mutual fund holder by % of total assets is "WANGER ADVISORS TRUST", owning 9.62K shares, compromising 0.02% of its total assets.

Atrion Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2413920.87%
31 Mar, 241152.68%
31 Dec, 231122.75%
30 Sep, 23109-9.17%
30 Jun, 23120-2.44%
31 Mar, 231238.85%
31 Dec, 22113-2.59%
30 Sep, 22116-8.66%
30 Jun, 22127-2.31%
31 Mar, 221305.69%
31 Dec, 21123-4.65%
30 Sep, 211292.38%
30 Jun, 211264.13%
31 Mar, 21121-4.72%
31 Dec, 201270.79%
30 Sep, 20126-8.03%
30 Jun, 20137-0.72%
31 Mar, 20138-2.13%
31 Dec, 191412.17%
30 Sep, 19138-2.13%
30 Jun, 191419.30%
31 Mar, 19129-1.53%
31 Dec, 181311.55%
30 Sep, 18129-3.01%
30 Jun, 18133-
31 Mar, 181337.26%
31 Dec, 171247.83%
30 Sep, 17115-0.86%
30 Jun, 17116-0.85%
31 Mar, 17117-0.85%
31 Dec, 161181.72%
30 Sep, 16116-4.92%
30 Jun, 161224.27%
31 Mar, 161175.41%
31 Dec, 151115.71%
30 Sep, 151056.06%
30 Jun, 159915.12%
31 Mar, 15862.38%
31 Dec, 1484-4.55%
30 Sep, 1488-1.12%
30 Jun, 14893.49%
31 Mar, 14864.88%
31 Dec, 1382-
30 Sep, 138213.89%
30 Jun, 1372176.92%
31 Mar, 1326-
31 Dec, 1226-18.75%
30 Sep, 1232-3.03%
30 Jun, 123313.79%
31 Mar, 1229-
31 Dec, 1129-3.33%
30 Sep, 11307.14%
30 Jun, 112827.27%
31 Mar, 112215.79%
31 Dec, 1019-
30 Sep, 1019-13.64%
30 Jun, 102215.79%
31 Mar, 101918.75%
31 Dec, 0916-
30 Sep, 0916-
30 Jun, 091633.33%
31 Mar, 0912-
31 Dec, 0812-
30 Sep, 081220.00%
30 Jun, 081011.11%
31 Mar, 089-
31 Dec, 07912.50%
30 Sep, 07814.29%
30 Jun, 07740.00%
31 Mar, 075-28.57%
31 Dec, 067-
30 Sep, 06716.67%
30 Jun, 066-
31 Mar, 06650.00%
31 Dec, 054-33.33%
30 Sep, 05620.00%
30 Jun, 05525.00%
31 Mar, 054-
31 Dec, 04433.33%
30 Sep, 043-25.00%
30 Jun, 044-
31 Mar, 044-
31 Dec, 03433.33%
30 Sep, 03350.00%
30 Jun, 032-33.33%
31 Mar, 033-
31 Dec, 023200.00%
30 Sep, 021-66.67%
30 Jun, 02350.00%
31 Mar, 022-33.33%
31 Dec, 013200.00%
30 Sep, 011-50.00%
30 Jun, 012-
31 Mar, 012-
31 Dec, 002100.00%
30 Sep, 001-50.00%
30 Jun, 002-
31 Mar, 002-
30 Sep, 992-33.33%
30 Jun, 993-25.00%
31 Mar, 994-

As of 30 Jun 24, 139 institutions are holding Atrion's shares, representing an increase of 20.87% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 241,199,493-4.43%
31 Mar, 241,255,1378.56%
31 Dec, 231,156,2061.52%
30 Sep, 231,138,909-0.90%
30 Jun, 231,149,212-0.10%
31 Mar, 231,150,4121.36%
31 Dec, 221,134,932-1.20%
30 Sep, 221,148,728-1.52%
30 Jun, 221,166,399-0.94%
31 Mar, 221,177,4600.05%
31 Dec, 211,176,856-0.25%
30 Sep, 211,179,8030.83%
30 Jun, 211,170,145-1.66%
31 Mar, 211,189,8800.78%
31 Dec, 201,180,6441.34%
30 Sep, 201,165,018-2.28%
30 Jun, 201,192,143-0.97%
31 Mar, 201,203,847-1.17%
31 Dec, 191,218,075-0.32%
30 Sep, 191,221,9492.10%
30 Jun, 191,196,8323.42%
31 Mar, 191,157,2681.31%
31 Dec, 181,142,259-3.25%
30 Sep, 181,180,6684.33%
30 Jun, 181,131,6184.04%
31 Mar, 181,087,691-0.49%
31 Dec, 171,093,0010.07%
30 Sep, 171,092,256-1.18%
30 Jun, 171,105,3184.48%
31 Mar, 171,057,891-0.06%
31 Dec, 161,058,5301.81%
30 Sep, 161,039,7411.20%
30 Jun, 161,027,4152.11%
31 Mar, 161,006,1412.08%
31 Dec, 15985,651-3.24%
30 Sep, 151,018,6993.89%
30 Jun, 15980,5273.04%
31 Mar, 15951,601-5.53%
31 Dec, 141,007,326-3.96%
30 Sep, 141,048,8723.40%
30 Jun, 141,014,4320.21%
31 Mar, 141,012,3380.98%
31 Dec, 131,002,553-0.90%
30 Sep, 131,011,6513.79%
30 Jun, 13974,691138.67%
31 Mar, 13408,389-32.86%
31 Dec, 12608,28144.42%
30 Sep, 12421,191-36.09%
30 Jun, 12659,07611.00%
31 Mar, 12593,7370.94%
31 Dec, 11588,199-3.18%
30 Sep, 11607,539-10.51%
30 Jun, 11678,87353.95%
31 Mar, 11440,97824.34%
31 Dec, 10354,6478.73%
30 Sep, 10326,165-2.18%
30 Jun, 10333,429-11.02%
31 Mar, 10374,72013.66%
31 Dec, 09329,696-0.64%
30 Sep, 09331,8191.73%
30 Jun, 09326,17119.03%
31 Mar, 09274,018-17.51%
31 Dec, 08332,1800.04%
30 Sep, 08332,04024.02%
30 Jun, 08267,7221.55%
31 Mar, 08263,633-3.05%
31 Dec, 07271,928-0.16%
30 Sep, 07272,372-2.67%
30 Jun, 07279,855185.26%
31 Mar, 0798,105-61.18%
31 Dec, 06252,7052.59%
30 Sep, 06246,3374.74%
30 Jun, 06235,1791.96%
31 Mar, 06230,648-0.26%
31 Dec, 05231,248-16.14%
30 Sep, 05275,752-2.34%
30 Jun, 05282,3652.71%
31 Mar, 05274,9235.77%
31 Dec, 04259,9237.66%
30 Sep, 04241,423-7.12%
30 Jun, 04259,92310.20%
31 Mar, 04235,8701.73%
31 Dec, 03231,8683.92%
30 Sep, 03223,12515.31%
30 Jun, 03193,500-7.90%
31 Mar, 03210,1000.91%
31 Dec, 02208,2001025.41%
30 Sep, 0218,500-90.31%
30 Jun, 02191,0005.99%
31 Mar, 02180,2001.81%
31 Dec, 01177,000-11.50%
30 Sep, 01200,000-1.91%
30 Jun, 01203,900-2.90%
31 Mar, 01210,0001.69%
31 Dec, 00206,5003.25%
30 Sep, 00200,000-0.15%
30 Jun, 00200,300-
31 Mar, 00200,300-
30 Sep, 99309,175-4.69%
30 Jun, 99324,375-21.77%
31 Mar, 99414,637-

Atrion (ATRI) has 1.20M shares outstanding as of 30 Jun 24, down -4.43% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2468.15%1.34%
31 Mar, 2471.31%1.65%
31 Dec, 2365.66%1.57%
30 Sep, 2364.71%1.52%
30 Jun, 2365.30%1.53%
31 Mar, 2365.29%1.62%
31 Dec, 2263.51%1.54%
30 Sep, 2264.32%1.52%
30 Jun, 2265.02%1.52%
31 Mar, 2265.45%1.53%
31 Dec, 2165.34%1.53%
30 Sep, 2165.44%1.59%
30 Jun, 2164.08%1.51%
31 Mar, 2165.16%1.56%
31 Dec, 2064.59%1.59%
30 Sep, 2063.70%1.51%
30 Jun, 2064.97%1.54%
31 Mar, 2064.97%1.51%
31 Dec, 1965.66%1.51%
30 Sep, 1965.87%1.58%
30 Jun, 1964.55%1.65%
31 Mar, 1962.45%1.64%
31 Dec, 1861.64%1.52%
30 Sep, 1863.72%1.71%
30 Jun, 1861.10%1.77%
31 Mar, 1858.73%1.69%
31 Dec, 1759.02%1.70%
30 Sep, 1758.98%1.64%
30 Jun, 1759.94%1.80%
31 Mar, 1757.65%1.71%
31 Dec, 1658.03%1.79%
30 Sep, 1656.97%1.79%
30 Jun, 1656.39%1.85%
31 Mar, 1655.19%1.89%
31 Dec, 1554.07%1.76%
30 Sep, 1555.48%1.98%
30 Jun, 1553.00%2.06%
31 Mar, 1550.75%1.92%
31 Dec, 1451.45%1.78%
30 Sep, 1453.82%2.01%
30 Jun, 1451.76%1.98%
31 Mar, 1451.08%2.05%
31 Dec, 1349.88%1.96%
30 Sep, 1350.41%2.15%
30 Jun, 1348.37%11.83%
31 Mar, 1320.22%2.22%
31 Dec, 1230.17%6.90%
30 Sep, 1220.91%1.96%
30 Jun, 1232.69%3.78%
31 Mar, 1229.39%3.46%
31 Dec, 1129.13%3.23%
30 Sep, 1130.03%2.66%
30 Jun, 1133.62%7.03%
31 Mar, 1121.87%7.07%
31 Dec, 1017.59%6.73%
30 Sep, 1016.17%5.95%
30 Jun, 1016.49%4.78%
31 Mar, 1018.57%6.69%
31 Dec, 0916.66%5.93%
30 Sep, 0916.76%6.18%
30 Jun, 0916.47%8.55%
31 Mar, 0913.88%4.84%
31 Dec, 0816.94%5.89%
30 Sep, 0816.96%9.05%
30 Jun, 0813.69%7.39%
31 Mar, 0813.61%6.55%
31 Dec, 0714.41%6.98%
30 Sep, 0714.37%6.51%
30 Jun, 0714.86%54.11%
31 Mar, 075.24%2.88%
31 Dec, 0613.50%7.68%
30 Sep, 0613.26%8.16%
30 Jun, 0612.75%8.07%
31 Mar, 0612.57%7.91%
31 Dec, 0512.60%5.54%
30 Sep, 0515.08%6.05%
30 Jun, 0515.78%6.20%
31 Mar, 0515.96%6.91%
31 Dec, 0415.19%7.68%
30 Sep, 0414.07%6.09%
30 Jun, 0415.20%7.92%
31 Mar, 0413.85%7.47%
31 Dec, 0313.62%7.75%
30 Sep, 0313.26%10.26%
30 Jun, 0311.37%8.02%
31 Mar, 0311.90%8.04%
31 Dec, 0212.17%1051.81%
30 Sep, 021.08%0.87%
30 Jun, 0211.11%9.84%
31 Mar, 0210.63%14.02%
31 Dec, 018.71%9.13%
30 Sep, 019.77%9.61%
30 Jun, 0110.08%9.10%
31 Mar, 0110.53%10.34%
31 Dec, 0010.09%10.42%
30 Sep, 009.84%10.24%
30 Jun, 009.80%10.76%
31 Mar, 009.54%-
30 Sep, 9911.48%7.76%
30 Jun, 9912.16%6.70%
31 Mar, 9913.48%-

As of 30 Jun 24, Atrion is held by 68.15% institutional shareholders, representing a 1.34% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 247936.21%
31 Mar, 245811.54%
31 Dec, 23526.12%
30 Sep, 2349-10.91%
30 Jun, 2355-8.33%
31 Mar, 236017.65%
31 Dec, 22514.08%
30 Sep, 2249-5.77%
30 Jun, 2252-3.70%
31 Mar, 225414.89%
31 Dec, 2147-11.32%
30 Sep, 21533.92%
30 Jun, 215110.87%
31 Mar, 2146-23.33%
31 Dec, 206053.85%
30 Sep, 2039-23.53%
30 Jun, 2051-1.92%
31 Mar, 2052-17.46%
31 Dec, 1963-1.56%
30 Sep, 1964-8.57%
30 Jun, 197029.63%
31 Mar, 19543.85%
31 Dec, 1852-14.75%
30 Sep, 186110.91%
30 Jun, 18551.85%
31 Mar, 1854-8.47%
31 Dec, 175931.11%
30 Sep, 1745-13.46%
30 Jun, 175213.04%
31 Mar, 1746-16.36%
31 Dec, 165517.02%
30 Sep, 164714.63%
30 Jun, 1641-28.07%
31 Mar, 165726.67%
31 Dec, 1545-18.18%
30 Sep, 155519.57%
30 Jun, 154624.32%
31 Mar, 153727.59%
31 Dec, 1429-12.12%
30 Sep, 1433-8.33%
30 Jun, 1436-12.20%
31 Mar, 14417.89%
31 Dec, 1338-17.39%
30 Sep, 1346-25.81%
30 Jun, 1362376.92%
31 Mar, 1313-
31 Dec, 1213-18.75%
30 Sep, 1216-30.43%
30 Jun, 122335.29%
31 Mar, 121730.77%
31 Dec, 1113-
30 Sep, 1113-23.53%
30 Jun, 111788.89%
31 Mar, 11912.50%
31 Dec, 10833.33%
30 Sep, 106-53.85%
30 Jun, 101330.00%
31 Mar, 1010-
31 Dec, 091042.86%
30 Sep, 097-41.67%
30 Jun, 091250.00%
31 Mar, 09814.29%
31 Dec, 087-12.50%
30 Sep, 08833.33%
30 Jun, 086200.00%
31 Mar, 082-33.33%
31 Dec, 07350.00%
30 Sep, 072-33.33%
30 Jun, 073200.00%
31 Mar, 071-50.00%
31 Dec, 062-50.00%
30 Sep, 064100.00%
30 Jun, 062-33.33%
31 Mar, 063200.00%
31 Dec, 051-66.67%
30 Sep, 05350.00%
30 Jun, 052100.00%
31 Mar, 051-
31 Dec, 041-
30 Sep, 04--100.00%
30 Jun, 042-
31 Mar, 042-
31 Dec, 032100.00%
30 Sep, 031-
30 Jun, 03--100.00%
31 Mar, 031-50.00%
31 Dec, 022100.00%
30 Sep, 021-50.00%
30 Jun, 022100.00%
31 Mar, 021-50.00%
31 Dec, 012-
30 Sep, 01--100.00%
30 Jun, 011-
31 Mar, 011-
31 Dec, 001-
30 Sep, 00--
30 Jun, 00--100.00%
31 Mar, 002-
30 Sep, 99--
30 Jun, 99--100.00%
31 Mar, 994-

79 institutional shareholders have increased their position in ATRI stock as of 30 Jun 24 compared to 58 in the previous quarter (a 36.21% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24398.33%
31 Mar, 2436-18.18%
31 Dec, 234415.79%
30 Sep, 23385.56%
30 Jun, 2336-7.69%
31 Mar, 23392.63%
31 Dec, 223826.67%
30 Sep, 2230-28.57%
30 Jun, 2242-10.64%
31 Mar, 22476.82%
31 Dec, 214412.82%
30 Sep, 2139-4.88%
30 Jun, 2141-6.82%
31 Mar, 21447.32%
31 Dec, 2041-25.45%
30 Sep, 20555.77%
30 Jun, 2052-11.86%
31 Mar, 205934.09%
31 Dec, 194410.00%
30 Sep, 1940-
30 Jun, 1940-9.09%
31 Mar, 1944-8.33%
31 Dec, 184833.33%
30 Sep, 1836-14.29%
30 Jun, 1842-16.00%
31 Mar, 185031.58%
31 Dec, 1738-
30 Sep, 1738-7.32%
30 Jun, 1741-12.77%
31 Mar, 174723.68%
31 Dec, 1638-13.64%
30 Sep, 1644-20.00%
30 Jun, 165537.50%
31 Mar, 1640-4.76%
31 Dec, 154227.27%
30 Sep, 1533-13.16%
30 Jun, 153865.22%
31 Mar, 1523-20.69%
31 Dec, 1429-
30 Sep, 1429-3.33%
30 Jun, 143030.43%
31 Mar, 1423-8.00%
31 Dec, 13254.17%
30 Sep, 1324300.00%
30 Jun, 136-
31 Mar, 136-33.33%
31 Dec, 12912.50%
30 Sep, 128100.00%
30 Jun, 124-33.33%
31 Mar, 126-45.45%
31 Dec, 111122.22%
30 Sep, 11950.00%
30 Jun, 116-14.29%
31 Mar, 117-
31 Dec, 107-12.50%
30 Sep, 10833.33%
30 Jun, 10650.00%
31 Mar, 104100.00%
31 Dec, 092-60.00%
30 Sep, 095150.00%
30 Jun, 092100.00%
31 Mar, 091-50.00%
31 Dec, 082-
30 Sep, 082-
30 Jun, 082-
31 Mar, 082100.00%
31 Dec, 071-50.00%
30 Sep, 072-
30 Jun, 07--100.00%
31 Mar, 072-
31 Dec, 06--
30 Sep, 06--100.00%
30 Jun, 062100.00%
31 Mar, 061-
31 Dec, 051-
30 Sep, 051-
30 Jun, 05--
31 Mar, 05--
31 Dec, 04--
30 Sep, 04--
30 Jun, 04--
31 Mar, 04--100.00%
31 Dec, 031-
30 Sep, 03--
30 Jun, 03--
31 Mar, 03--
31 Dec, 02--
30 Sep, 02--
30 Jun, 02--
31 Mar, 02--100.00%
31 Dec, 011-
30 Sep, 01--
30 Jun, 01--
31 Mar, 01--
31 Dec, 00--
30 Sep, 00--
30 Jun, 00--
31 Mar, 00--
30 Sep, 99--100.00%
30 Jun, 992-
31 Mar, 99--

39 institutional shareholders have reduced their position in ATRI stock as of 30 Jun 24 compared to 36 in the previous quarter (a 8.33% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2413920.87%1,199,493-4.43%68.15%1.34%7936.21%398.33%
31 Mar, 241152.68%1,255,1378.56%71.31%1.65%5811.54%36-18.18%
31 Dec, 231122.75%1,156,2061.52%65.66%1.57%526.12%4415.79%
30 Sep, 23109-9.17%1,138,909-0.90%64.71%1.52%49-10.91%385.56%
30 Jun, 23120-2.44%1,149,212-0.10%65.30%1.53%55-8.33%36-7.69%
31 Mar, 231238.85%1,150,4121.36%65.29%1.62%6017.65%392.63%
31 Dec, 22113-2.59%1,134,932-1.20%63.51%1.54%514.08%3826.67%
30 Sep, 22116-8.66%1,148,728-1.52%64.32%1.52%49-5.77%30-28.57%
30 Jun, 22127-2.31%1,166,399-0.94%65.02%1.52%52-3.70%42-10.64%
31 Mar, 221305.69%1,177,4600.05%65.45%1.53%5414.89%476.82%
31 Dec, 21123-4.65%1,176,856-0.25%65.34%1.53%47-11.32%4412.82%
30 Sep, 211292.38%1,179,8030.83%65.44%1.59%533.92%39-4.88%
30 Jun, 211264.13%1,170,145-1.66%64.08%1.51%5110.87%41-6.82%
31 Mar, 21121-4.72%1,189,8800.78%65.16%1.56%46-23.33%447.32%
31 Dec, 201270.79%1,180,6441.34%64.59%1.59%6053.85%41-25.45%
30 Sep, 20126-8.03%1,165,018-2.28%63.70%1.51%39-23.53%555.77%
30 Jun, 20137-0.72%1,192,143-0.97%64.97%1.54%51-1.92%52-11.86%
31 Mar, 20138-2.13%1,203,847-1.17%64.97%1.51%52-17.46%5934.09%
31 Dec, 191412.17%1,218,075-0.32%65.66%1.51%63-1.56%4410.00%
30 Sep, 19138-2.13%1,221,9492.10%65.87%1.58%64-8.57%40-
30 Jun, 191419.30%1,196,8323.42%64.55%1.65%7029.63%40-9.09%
31 Mar, 19129-1.53%1,157,2681.31%62.45%1.64%543.85%44-8.33%
31 Dec, 181311.55%1,142,259-3.25%61.64%1.52%52-14.75%4833.33%
30 Sep, 18129-3.01%1,180,6684.33%63.72%1.71%6110.91%36-14.29%
30 Jun, 18133-1,131,6184.04%61.10%1.77%551.85%42-16.00%
31 Mar, 181337.26%1,087,691-0.49%58.73%1.69%54-8.47%5031.58%
31 Dec, 171247.83%1,093,0010.07%59.02%1.70%5931.11%38-
30 Sep, 17115-0.86%1,092,256-1.18%58.98%1.64%45-13.46%38-7.32%
30 Jun, 17116-0.85%1,105,3184.48%59.94%1.80%5213.04%41-12.77%
31 Mar, 17117-0.85%1,057,891-0.06%57.65%1.71%46-16.36%4723.68%
31 Dec, 161181.72%1,058,5301.81%58.03%1.79%5517.02%38-13.64%
30 Sep, 16116-4.92%1,039,7411.20%56.97%1.79%4714.63%44-20.00%
30 Jun, 161224.27%1,027,4152.11%56.39%1.85%41-28.07%5537.50%
31 Mar, 161175.41%1,006,1412.08%55.19%1.89%5726.67%40-4.76%
31 Dec, 151115.71%985,651-3.24%54.07%1.76%45-18.18%4227.27%
30 Sep, 151056.06%1,018,6993.89%55.48%1.98%5519.57%33-13.16%
30 Jun, 159915.12%980,5273.04%53.00%2.06%4624.32%3865.22%
31 Mar, 15862.38%951,601-5.53%50.75%1.92%3727.59%23-20.69%
31 Dec, 1484-4.55%1,007,326-3.96%51.45%1.78%29-12.12%29-
30 Sep, 1488-1.12%1,048,8723.40%53.82%2.01%33-8.33%29-3.33%
30 Jun, 14893.49%1,014,4320.21%51.76%1.98%36-12.20%3030.43%
31 Mar, 14864.88%1,012,3380.98%51.08%2.05%417.89%23-8.00%
31 Dec, 1382-1,002,553-0.90%49.88%1.96%38-17.39%254.17%
30 Sep, 138213.89%1,011,6513.79%50.41%2.15%46-25.81%24300.00%
30 Jun, 1372176.92%974,691138.67%48.37%11.83%62376.92%6-
31 Mar, 1326-408,389-32.86%20.22%2.22%13-6-33.33%
31 Dec, 1226-18.75%608,28144.42%30.17%6.90%13-18.75%912.50%
30 Sep, 1232-3.03%421,191-36.09%20.91%1.96%16-30.43%8100.00%
30 Jun, 123313.79%659,07611.00%32.69%3.78%2335.29%4-33.33%
31 Mar, 1229-593,7370.94%29.39%3.46%1730.77%6-45.45%
31 Dec, 1129-3.33%588,199-3.18%29.13%3.23%13-1122.22%
30 Sep, 11307.14%607,539-10.51%30.03%2.66%13-23.53%950.00%
30 Jun, 112827.27%678,87353.95%33.62%7.03%1788.89%6-14.29%
31 Mar, 112215.79%440,97824.34%21.87%7.07%912.50%7-
31 Dec, 1019-354,6478.73%17.59%6.73%833.33%7-12.50%
30 Sep, 1019-13.64%326,165-2.18%16.17%5.95%6-53.85%833.33%
30 Jun, 102215.79%333,429-11.02%16.49%4.78%1330.00%650.00%
31 Mar, 101918.75%374,72013.66%18.57%6.69%10-4100.00%
31 Dec, 0916-329,696-0.64%16.66%5.93%1042.86%2-60.00%
30 Sep, 0916-331,8191.73%16.76%6.18%7-41.67%5150.00%
30 Jun, 091633.33%326,17119.03%16.47%8.55%1250.00%2100.00%
31 Mar, 0912-274,018-17.51%13.88%4.84%814.29%1-50.00%
31 Dec, 0812-332,1800.04%16.94%5.89%7-12.50%2-
30 Sep, 081220.00%332,04024.02%16.96%9.05%833.33%2-
30 Jun, 081011.11%267,7221.55%13.69%7.39%6200.00%2-
31 Mar, 089-263,633-3.05%13.61%6.55%2-33.33%2100.00%
31 Dec, 07912.50%271,928-0.16%14.41%6.98%350.00%1-50.00%
30 Sep, 07814.29%272,372-2.67%14.37%6.51%2-33.33%2-
30 Jun, 07740.00%279,855185.26%14.86%54.11%3200.00%--100.00%
31 Mar, 075-28.57%98,105-61.18%5.24%2.88%1-50.00%2-
31 Dec, 067-252,7052.59%13.50%7.68%2-50.00%--
30 Sep, 06716.67%246,3374.74%13.26%8.16%4100.00%--100.00%
30 Jun, 066-235,1791.96%12.75%8.07%2-33.33%2100.00%
31 Mar, 06650.00%230,648-0.26%12.57%7.91%3200.00%1-
31 Dec, 054-33.33%231,248-16.14%12.60%5.54%1-66.67%1-
30 Sep, 05620.00%275,752-2.34%15.08%6.05%350.00%1-
30 Jun, 05525.00%282,3652.71%15.78%6.20%2100.00%--
31 Mar, 054-274,9235.77%15.96%6.91%1---
31 Dec, 04433.33%259,9237.66%15.19%7.68%1---
30 Sep, 043-25.00%241,423-7.12%14.07%6.09%--100.00%--
30 Jun, 044-259,92310.20%15.20%7.92%2---
31 Mar, 044-235,8701.73%13.85%7.47%2---100.00%
31 Dec, 03433.33%231,8683.92%13.62%7.75%2100.00%1-
30 Sep, 03350.00%223,12515.31%13.26%10.26%1---
30 Jun, 032-33.33%193,500-7.90%11.37%8.02%--100.00%--
31 Mar, 033-210,1000.91%11.90%8.04%1-50.00%--
31 Dec, 023200.00%208,2001025.41%12.17%1051.81%2100.00%--
30 Sep, 021-66.67%18,500-90.31%1.08%0.87%1-50.00%--
30 Jun, 02350.00%191,0005.99%11.11%9.84%2100.00%--
31 Mar, 022-33.33%180,2001.81%10.63%14.02%1-50.00%--100.00%
31 Dec, 013200.00%177,000-11.50%8.71%9.13%2-1-
30 Sep, 011-50.00%200,000-1.91%9.77%9.61%--100.00%--
30 Jun, 012-203,900-2.90%10.08%9.10%1---
31 Mar, 012-210,0001.69%10.53%10.34%1---
31 Dec, 002100.00%206,5003.25%10.09%10.42%1---
30 Sep, 001-50.00%200,000-0.15%9.84%10.24%----
30 Jun, 002-200,300-9.80%10.76%--100.00%--
31 Mar, 002-200,300-9.54%-2---
30 Sep, 992-33.33%309,175-4.69%11.48%7.76%----100.00%
30 Jun, 993-25.00%324,375-21.77%12.16%6.70%--100.00%2-
31 Mar, 994-414,637-13.48%-4---

Atrion Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 01, 2023Athey Preston Gdirector-P-PurchaseBuy300$319.68$95.90K1,368

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 01, 2023Athey Preston Gdirector-P-PurchaseBuy300$319.68$95.90K1,368

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 11, 2024Battat David Aofficer President & CEOD-ReturnSell310$452.43$140.66K39,400
Jul 01, 2024BATTAT EMILE Adirector-M-ExemptSell310--310
Jul 01, 2024Battat David Aofficer President & CEOD-ReturnSell310$452.43$140.66K39,100
Mar 11, 2024Ferguson Cindyofficer Officer / CFOM-ExemptSell163--926
Mar 11, 2024Ferguson Cindyofficer Officer / CFOF-InKindSell45$440.80$19.84K118

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 11, 2024Battat David Aofficer President & CEOM-ExemptBuy310--39,710
Jul 11, 2024Battat David Aofficer President & CEOD-ReturnSell310$452.43$140.66K39,400
Jul 01, 2024BATTAT EMILE Adirector-M-ExemptBuy310--150,926
Jul 01, 2024BATTAT EMILE Adirector-D-ReturnBuy310$452.43$140.66K150,616
Jul 01, 2024BATTAT EMILE Adirector-M-ExemptSell310--310
Jul 01, 2024Battat David Aofficer President & CEOM-ExemptBuy310--39,410
Jul 01, 2024Battat David Aofficer President & CEOD-ReturnSell310$452.43$140.66K39,100
Jul 01, 2024Battat David Aofficer President & CEOM-ExemptBuy310--1,157
May 23, 2024STUPP JOHN P JRdirector-A-AwardBuy311--872
May 23, 2024Bankes Jeannettedirector-A-AwardBuy311--311
May 23, 2024Athey Preston Gdirector-A-AwardBuy311--311
May 23, 2024Spaulding Ronald Nicholasdirector-A-AwardBuy311--311
May 22, 2024Battat David Aofficer President & CEOA-AwardBuy846--1,468
May 22, 2024Ferguson Cindyofficer Officer / CFOA-AwardBuy1,164--2,090
Mar 11, 2024Ferguson Cindyofficer Officer / CFOM-ExemptSell163--926
Mar 11, 2024Ferguson Cindyofficer Officer / CFOM-ExemptBuy163--163
Mar 11, 2024Ferguson Cindyofficer Officer / CFOF-InKindSell45$440.80$19.84K118
Jan 03, 2024STUPP JOHN P JRdirector-A-AwardBuy10--561
Jan 03, 2024Ferguson Cindyofficer Officer / CFOA-AwardBuy13--1,089
Dec 01, 2023Athey Preston Gdirector-P-PurchaseBuy300$319.68$95.90K1,368

The last insider sell of Atrion's stock was made by Battat David A on Jul 11 2024, selling 310 shares at $452.43 per share (valued at $140.66K). The last insider buy of ATRI was made by Athey Preston G on Dec 01 2023, buying 300 shares at $319.68 per share (worth $95.90K).

Atrion Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2027-1-
Q3 202453166.67%
Q2 20246--
Q1 202432150.00%
Q4 20233--
Q3 202354125.00%
Q2 20234--
Q1 202366100.00%
Q4 2022-1-
Q3 20224850.00%
Q2 202298112.50%
Q1 20223--
Q4 2021-4-
Q3 20214757.14%
Q2 20214--
Q1 20217887.50%
Q4 2020-5-
Q3 20208--
Q2 20204--
Q1 202042200.00%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Atrion's insiders, as of Q1 2027.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2027---
Q3 2024---
Q2 2024---
Q1 2024---
Q4 20232--
Q3 20231--
Q2 2023---
Q1 2023---
Q4 2022-1-
Q3 2022---
Q2 2022---
Q1 2022---
Q4 2021-4-
Q3 2021---
Q2 2021---
Q1 2021---
Q4 2020---
Q3 2020---
Q2 2020---
Q1 20201--

As of Q1 2027, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Atrion's stocks.

Atrion Peer Ownership


TickerCompany
MMSIMerit Medical Systems, Inc.
COOThe Cooper Companies, Inc.
ATRCAtriCure, Inc.
KRMDKORU Medical Systems, Inc.
AKYAAkoya Biosciences, Inc.
NVSTEnvista Holdings Corporation
ANGOAngioDynamics, Inc.
HAEHaemonetics Corporation
NSTGNanoString Technologies, Inc.
ICUIICU Medical, Inc.
ATRAptarGroup, Inc.

ATRI Ownership FAQ


Atrion is owned by institutional shareholders (68.15%), insiders (23.37%), and public (8.48%). The largest institutional shareholder of Atrion is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (11.67% of total shares) and the top mutual fund owner is WANGER ADVISORS TRUST (0.02% of total shares).

Atrion's major institutional shareholders are KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BLACKROCK INC., VANGUARD GROUP INC, MORGAN STANLEY, and GLAZER CAPITAL, LLC. The top five shareholders own together 29.41% of the company's share outstanding.

As of Jun 2024, there are 139 institutional shareholders of Atrion.

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC owns 205.39K shares of Atrion, representing 11.67% of the company's total shares outstanding, valued at $92.93M (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 108.49K shares of Atrion (ATRI), compromising 6.16% of the company, valued at $49.08M.

VANGUARD GROUP INC is the third largest holder of Atrion. The company owns 87.84K of the company's shares outstanding (worth $39.74M).