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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, Q3 2021

Institutional positions in Atrion Corp as of Sep 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
128
+3 vs. Q2 2021
Shares held
1.18M
+8.38K (+0.7%) vs. Q2 2021
Total value
$821.9M
+$95.6M (+13.2%) vs. Q2 2021
New holders
15
38 more added
Sold out
12
39 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 128 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 heldQ3 2021: $821.9M
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, Q3 2021

Shares, value and share of portfolio for each institution holding Atrion Corp; share changes are against Q2 2021.

Institutions holding ATRI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc1$1.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.1$1.00K0.00%+1New
Quadrant Capital Group LLC2$1.00K0.00%+2New
Lindbrook Capital, LLC7$5.00K0.00%00.0%Unchanged
FMR LLC9$6.00K0.00%00.0%Unchanged
Baillie Gifford & Co9$6.00K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC8$6.00K0.00%+1+14.3%Added
MUFG Americas Holdings Corp9$6.00K0.00%+9New
Signaturefd, LLC14$10.0K0.00%00.0%Unchanged
Macquarie Group Ltd20$14.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC23$16.0K0.00%00.0%Unchanged
Ancora Advisors, LLC30$21.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)33$23.0K0.00%−424−92.8%Reduced
FourThought Financial, LLC33$23.0K0.00%00.0%Unchanged
Brewin Dolphin Ltd36$25.1K0.00%00.0%Unchanged
Wolff Wiese Magana LLC37$26.0K0.02%00.0%Unchanged
HM Payson & Co42$29.0K0.00%00.0%Unchanged
Eagle Bay Advisors LLC45$31.0K0.02%+21+87.5%Added
Nisa Investment Advisors, LLC46$32.0K0.00%−300−86.7%Reduced
Parallel Advisors, LLC56$39.0K0.00%+40+250.0%Added
Copeland Capital Management, LLC57$40.0K0.00%00.0%Unchanged
Captrust Financial Advisors89$62.0K0.00%+80+888.9%Added
Great West Life Assurance Co92$64.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)101$70.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC100$70.0K0.02%00.0%Unchanged
Better Money Decisions, LLC100$70.0K0.06%00.0%Unchanged
Ameritas Investment Partners, Inc.107$75.0K0.00%−14−11.6%Reduced
SRS Capital Advisors, Inc.137$95.0K0.01%+1+0.7%Added
Harbor Investment Advisory, LLC150$105.0K0.01%+150New
Wilen Investment Management Corp.157$108.0K0.09%+157New
US Bancorp173$121.0K0.00%−18−9.4%Reduced
The PNC Financial Services Group, Inc.197$137.0K0.00%00.0%Unchanged
Shell Asset Management Co217$151.0K0.00%−10−4.4%Reduced
Royal Bank of Canada252$175.0K0.00%+24+10.5%Added
BNP Paribas Arbitrage, SA252$175.8K0.00%+191+313.1%Added
Handelsbanken Fonder AB293$204.0K0.00%+293New
LPL Financial LLC292$204.0K0.00%+292New
Ergoteles LLC300$209.0K0.01%+300New
First Quadrant L P301$210.0K0.02%−61−16.9%Reduced
Raymond James & Associates327$228.0K0.00%−25−7.1%Reduced
Citigroup Inc335$234.0K0.00%+240+252.6%Added
Chevy Chase Trust Holdings, Inc.350$244.0K0.00%00.0%Unchanged
Spears Abacus Advisors LLC362$252.0K0.02%00.0%Unchanged
Pathstone Family Office, LLC365$255.0K0.01%+365New
ExodusPoint Capital Management, LP372$259.0K0.00%+372New
Metropolitan Life Insurance Co383$267.1K0.00%−86−18.3%Reduced
Arizona State Retirement System398$278.0K0.00%00.0%Unchanged
Eagle Ridge Investment Management402$280.0K0.03%00.0%Unchanged
Wesbanco Bank Inc410$286.0K0.01%00.0%Unchanged
First Trust Advisors LP419$292.0K0.00%−1,392−76.9%Reduced
Prudential Financial Inc433$316.0K0.00%−13−2.9%Reduced
Patton Albertson Miller Group, LLC460$321.0K0.06%+460New
MetLife Investment Management495$345.3K0.00%+70+16.5%Added
Hudson Valley Investment Advisors Inc500$349.0K0.06%00.0%Unchanged
Susquehanna Fundamental Investments, LLC532$371.0K0.01%+532New
Jane Street Group, LLC541$377.0K0.00%+541New
Sit Investment Associates Inc550$384.0K0.01%+90+19.6%Added
Bank of America Corp570$397.0K0.00%+35+6.5%Added
Voya Investment Management LLC579$404.0K0.00%−16−2.7%Reduced
D. E. Shaw & Co., Inc.596$416.0K0.00%−172−22.4%Reduced
Barclays PLC622$434.0K0.00%+352+130.4%Added
Legal & General Group Plc639$446.0K0.00%+294+85.2%Added
AQR Capital Management LLC676$472.0K0.00%+102+17.8%Added
Capital Analysts, LLC693$483.0K0.03%00.0%Unchanged
Wealthspire Advisors, LLC710$496.0K0.01%+130+22.4%Added
Manufacturers Life Insurance Company, The726$506.0K0.00%−92−11.2%Reduced
American International Group, Inc.763$532.0K0.00%−30−3.8%Reduced
Leavell Investment Management, Inc.778$543.0K0.04%00.0%Unchanged
Ameriprise Financial Inc872$608.0K0.00%−267−23.4%Reduced
JPMorgan Chase & Co897$626.0K0.00%−355−28.4%Reduced
SG Americas Securities, LLC904$631.0K0.00%+722+396.7%Added
New York State Common Retirement Fund997$695.0K0.00%−415−29.4%Reduced
Oppenheimer Asset Management Inc.997$695.0K0.01%−24−2.4%Reduced
Deutsche Bank AG1,000$698.0K0.00%−43−4.1%Reduced
MAI Capital Management1,092$762.0K0.01%00.0%Unchanged
STRS Ohio1,100$767.0K0.00%00.0%Unchanged
Martingale Asset Management L P1,100$768.0K0.01%+600+120.0%Added
UBS Asset Management Americas Inc1,234$860.7K0.00%00.0%Unchanged
PBMares Wealth Management LLC1,350$942.0K0.45%00.0%Unchanged
Morgan Stanley1,355$944.0K0.00%−716−34.6%Reduced
Credit Suisse AG1,364$951.0K0.00%+48+3.6%Added
HRT Financial LP1,367$953.0K0.01%+1,367New
Aldebaran Financial Inc.1,400$976.0K0.84%00.0%Unchanged
Thrivent Financial for Lutherans1,449$1.01M0.00%−604−29.4%Reduced
Panagora Asset Management Inc1,482$1.03M0.01%00.0%Unchanged
Invesco Ltd.1,482$1.03M0.00%+137+10.2%Added
Goldman Sachs Group Inc1,557$1.09M0.00%−15−1.0%Reduced
Susquehanna International Group, LLP1,751$1.22M0.00%−174−9.0%Reduced
Bridgewater Associates, LP1,825$1.27M0.01%−76−4.0%Reduced
Alliancebernstein L.P.1,866$1.30M0.00%−100−5.1%Reduced
Parametric Portfolio Associates LLC1,899$1.32M0.00%+71+3.9%Added
SEI Investments Co1,920$1.34M0.00%00.0%Unchanged
Principal Financial Group Inc1,936$1.35M0.00%+289+17.5%Added
California State Teachers Retirement System1,966$1.37M0.00%+12+0.6%Added
UBS Group AG2,056$1.43M0.00%−121−5.6%Reduced
Marshall Wace, LLP2,186$1.52M0.01%−108−4.7%Reduced
ICW Investment Advisors LLC2,286$1.59M1.03%+35+1.6%Added
Stifel Financial Corp2,312$1.61M0.00%+77+3.4%Added
Aviva PLC2,313$1.61M0.01%+2,313New
Laurel Wealth Advisors LLC2,474$1.73M0.39%00.0%Unchanged