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Atrion Corp

ATRIDelisted Aug 21, 2024
Industry
Surgical & Medical Instruments & Apparatus
SEC CIK
0000701288

Atrion Corp was delisted on Aug 21, 2024; its insiders filed their last Form 4 on Aug 21, 2024; 143 institutions reported holding it in 13F filings for Q2 2024, worth $544.8M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Atrion Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
126
+4 vs. Q1 2021
Shares held
1.17M
−20.1K (−1.7%) vs. Q1 2021
Total value
$726.3M
−$36.7M (−4.8%) vs. Q1 2021
New holders
13
38 more added
Sold out
9
41 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ATRI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 126 institutions
Q1 2021: 122 institutionsQ2 2021: 126 institutionsQ3 2021: 128 institutionsQ4 2021: 124 institutionsQ1 2022: 130 institutionsQ2 2022: 127 institutionsQ3 2022: 117 institutionsQ4 2022: 113 institutionsQ1 2023: 123 institutionsQ2 2023: 119 institutionsQ3 2023: 109 institutionsQ4 2023: 112 institutionsQ1 2024: 114 institutionsQ2 2024: 143 institutionsQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ2 2021: $726.3M
Q1 2021: $763.1MQ2 2021: $726.3MQ3 2021: $821.9MQ4 2021: $829.9MQ1 2022: $839.9MQ2 2022: $733.5MQ3 2022: $649.1MQ4 2022: $635.0MQ1 2023: $722.4MQ2 2023: $649.0MQ3 2023: $470.7MQ4 2023: $438.0MQ1 2024: $583.3MQ2 2024: $544.8MQ3 2024: $460Q4 2024: $460Q1 2025: $460Q2 2025: $460Q3 2025: $460Q4 2025: $460Q1 2026: $460Q2 2026: $460
Institutions holding ATRI and their total value by quarter
QuarterHoldersValue
Q2 20261$460
Q1 20261$460
Q4 20251$460
Q3 20251$460
Q2 20251$460
Q1 20251$460
Q4 20241$460
Q3 20241$460
Q2 2024143$544.8M
Q1 2024114$583.3M
Q4 2023112$438.0M
Q3 2023109$470.7M
Q2 2023119$649.0M
Q1 2023123$722.4M
Q4 2022113$635.0M
Q3 2022117$649.1M
Q2 2022127$733.5M
Q1 2022130$839.9M
Q4 2021124$829.9M
Q3 2021128$821.9M
Q2 2021126$726.3M
Q1 2021122$763.1M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Atrion Corp; share changes are against Q1 2021.

Institutions holding ATRI in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Corp1$00.00%00.0%Unchanged
Meeder Asset Management Inc1$1.00K0.00%00.0%Unchanged
Savior LLC2$1.00K0.00%00.0%Unchanged
Enterprise Financial Services Corp5$3.00K0.00%00.0%Unchanged
Arkadios Wealth Advisors6$3.00K0.00%+6New
O'Shaughnessy Asset Management, LLC7$4.00K0.00%+7New
Lindbrook Capital, LLC7$4.00K0.00%+7New
FMR LLC9$6.00K0.00%00.0%Unchanged
Baillie Gifford & Co9$6.00K0.00%00.0%Unchanged
Captrust Financial Advisors9$6.00K0.00%00.0%Unchanged
Fifth Third Bancorp13$8.00K0.00%00.0%Unchanged
Signaturefd, LLC14$9.00K0.00%+9+180.0%Added
Parallel Advisors, LLC16$10.0K0.00%+8+100.0%Added
Macquarie Group Ltd20$12.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC23$14.0K0.00%00.0%Unchanged
Eagle Bay Advisors LLC24$15.0K0.01%+24New
Ancora Advisors, LLC30$19.0K0.00%00.0%Unchanged
FourThought Financial, LLC33$20.0K0.00%00.0%Unchanged
Brewin Dolphin Ltd36$22.4K0.00%00.0%Unchanged
Wolff Wiese Magana LLC37$23.0K0.02%+1+2.8%Added
HM Payson & Co42$26.0K0.00%+42New
Copeland Capital Management, LLC57$35.0K0.00%+1+1.8%Added
BNP Paribas Arbitrage, SA61$37.9K0.00%−120−66.3%Reduced
Great West Life Assurance Co92$56.0K0.00%00.0%Unchanged
Citigroup Inc95$59.0K0.00%−19−16.7%Reduced
FinTrust Capital Advisors, LLC100$62.0K0.02%00.0%Unchanged
Better Money Decisions, LLC100$62.0K0.06%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)101$63.0K0.00%00.0%Unchanged
Standard Family Office LLC111$69.0K0.01%+78+236.4%Added
Ameritas Investment Partners, Inc.121$75.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.136$85.0K0.01%+136New
SG Americas Securities, LLC182$113.0K0.00%−9−4.7%Reduced
US Bancorp191$118.0K0.00%+15+8.5%Added
The PNC Financial Services Group, Inc.197$122.0K0.00%−2−1.0%Reduced
Royal Bank of Canada228$141.0K0.00%+97+74.0%Added
Shell Asset Management Co227$141.0K0.00%+227New
Barclays PLC270$167.0K0.00%−909−77.1%Reduced
Zebra Capital Management LLC334$207.0K0.24%−36−9.7%Reduced
Legal & General Group Plc345$214.0K0.00%−4−1.1%Reduced
Nisa Investment Advisors, LLC346$215.0K0.00%00.0%Unchanged
Chevy Chase Trust Holdings, Inc.350$217.0K0.00%00.0%Unchanged
Raymond James & Associates352$219.0K0.00%−11−3.0%Reduced
Tudor Investment Corp Et Al358$222.0K0.00%+358New
First Quadrant L P362$225.0K0.03%−251−40.9%Reduced
Spears Abacus Advisors LLC362$225.0K0.02%00.0%Unchanged
Arizona State Retirement System398$247.0K0.00%−28−6.6%Reduced
Bridgeway Capital Management, LLC400$248.0K0.00%−200−33.3%Reduced
Two Sigma Advisers, LP400$248.0K0.00%+400New
Eagle Ridge Investment Management402$250.0K0.03%+15+3.9%Added
Two Sigma Investments, LP406$252.0K0.00%+406New
Wesbanco Bank Inc410$255.0K0.01%+410New
MetLife Investment Management425$263.9K0.00%−193−31.2%Reduced
Prudential Financial Inc446$277.0K0.00%−15−3.3%Reduced
Tower Research Capital LLC (TRC)457$283.0K0.01%+91+24.9%Added
Sit Investment Associates Inc460$286.0K0.01%00.0%Unchanged
Livingston Group Asset Management CO (operating as Southport Capital Management)460$286.0K0.07%00.0%Unchanged
Metropolitan Life Insurance Co469$291.2K0.00%+23+5.2%Added
Hudson Valley Investment Advisors Inc500$310.0K0.05%00.0%Unchanged
Martingale Asset Management L P500$312.0K0.00%00.0%Unchanged
Bank of Montreal507$316.0K0.00%+195+62.5%Added
Bank of America Corp535$332.0K0.00%−950−64.0%Reduced
AQR Capital Management LLC574$356.0K0.00%+77+15.5%Added
Wealthspire Advisors, LLC580$360.0K0.01%−59−9.2%Reduced
Voya Investment Management LLC595$369.0K0.00%−58−8.9%Reduced
Capital Analysts, LLC693$430.0K0.03%−35−4.8%Reduced
D. E. Shaw & Co., Inc.768$477.0K0.00%+100+15.0%Added
American International Group, Inc.793$492.0K0.00%−30−3.6%Reduced
Leavell Investment Management, Inc.778$499.0K0.04%00.0%Unchanged
Manufacturers Life Insurance Company, The818$508.0K0.00%−20−2.4%Reduced
Oppenheimer Asset Management Inc.1,021$634.0K0.01%+12+1.2%Added
Deutsche Bank AG1,043$647.0K0.00%−62−5.6%Reduced
MAI Capital Management1,092$678.0K0.01%00.0%Unchanged
STRS Ohio1,100$683.0K0.00%+100+10.0%Added
Ameriprise Financial Inc1,139$707.0K0.00%−13,739−92.3%Reduced
UBS Asset Management Americas Inc1,234$766.2K0.00%−42−3.3%Reduced
JPMorgan Chase & Co1,252$777.0K0.00%−2,112−62.8%Reduced
Credit Suisse AG1,316$817.0K0.00%−145−9.9%Reduced
Invesco Ltd.1,345$835.0K0.00%+24+1.8%Added
PBMares Wealth Management LLC1,350$838.0K0.46%00.0%Unchanged
Aldebaran Financial Inc.1,400$869.0K0.76%00.0%Unchanged
New York State Common Retirement Fund1,412$877.0K0.00%+12+0.9%Added
Panagora Asset Management Inc1,482$920.0K0.00%+1,482New
Goldman Sachs Group Inc1,572$976.0K0.00%−2,324−59.7%Reduced
Principal Financial Group Inc1,647$1.02M0.00%+664+67.5%Added
First Trust Advisors LP1,811$1.13M0.00%+81+4.7%Added
Parametric Portfolio Associates LLC1,828$1.14M0.00%−1,198−39.6%Reduced
Bridgewater Associates, LP1,901$1.18M0.01%+1,901New
SEI Investments Co1,920$1.19M0.00%00.0%Unchanged
Susquehanna International Group, LLP1,925$1.20M0.00%−64−3.2%Reduced
California State Teachers Retirement System1,954$1.21M0.00%−176−8.3%Reduced
Alliancebernstein L.P.1,966$1.22M0.00%00.0%Unchanged
Thrivent Financial for Lutherans2,053$1.27M0.00%00.0%Unchanged
Morgan Stanley2,071$1.29M0.00%+1,774+597.3%Added
UBS Group AG2,177$1.35M0.00%−274−11.2%Reduced
Stifel Financial Corp2,235$1.39M0.00%+160+7.7%Added
ICW Investment Advisors LLC2,251$1.40M0.91%+15+0.7%Added
Marshall Wace, LLP2,294$1.42M0.01%−1,051−31.4%Reduced
Laurel Wealth Advisors LLC2,474$1.54M0.34%00.0%Unchanged
Wells Fargo & Company3,102$1.93M0.00%+1,120+56.5%Added
Swiss National Bank3,202$1.99M0.00%−100−3.0%Reduced