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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 2023

Institutional positions in Atrion Corp as of Jun 30, 2023. 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
119
−4 vs. Q1 2023
Shares held
1.15M
−3.24K (−0.3%) vs. Q1 2023
Total value
$649.0M
−$73.3M (−10.2%) vs. Q1 2023
New holders
5
49 more added
Sold out
9
36 more reduced

Compare with Q1 2023: 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 2023: 119 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 2023: $649.0M
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 2023

Shares, value and share of portfolio for each institution holding Atrion Corp; share changes are against Q1 2023.

Institutions holding ATRI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Point72 Asset Management, L.P.1$5660.00%+1New
Lindbrook Capital, LLC1$5660.00%+1New
Covestor Ltd1$1.00K0.00%00.0%Unchanged
Harbour Investments, Inc.2$1.13K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC2$1.13K0.00%+1+100.0%Added
Parallel Advisors, LLC2$1.13K0.00%+2New
Signaturefd, LLC3$1.70K0.00%−4−57.1%Reduced
Arlington Partners LLC8$4.53K0.00%00.0%Unchanged
Private Trust Co NA12$6.79K0.00%00.0%Unchanged
Eagle Bay Advisors LLC21$11.9K0.01%00.0%Unchanged
Point72 Middle East FZE27$15.3K0.00%+7+35.0%Added
Tower Research Capital LLC (TRC)34$19.2K0.00%−207−85.9%Reduced
Bessemer Group Inc49$28.0K0.00%+13+36.1%Added
Quantbot Technologies LP53$30.0K0.00%00.0%Unchanged
Copeland Capital Management, LLC54$30.5K0.00%−14−20.6%Reduced
Metropolitan Life Insurance Co72$40.7K0.00%00.0%Unchanged
FMR LLC76$43.0K0.00%+7+10.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)101$57.1K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.107$60.5K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.114$64.5K0.00%−1−0.9%Reduced
US Bancorp134$75.8K0.00%−15−10.1%Reduced
Harbor Investment Advisory, LLC142$80.3K0.01%+28+24.6%Added
The PNC Financial Services Group, Inc.175$99.0K0.00%−104−37.3%Reduced
Amalgamated Bank212$120.0K0.00%+21+11.0%Added
Royal Bank of Canada215$122.0K0.00%00.0%Unchanged
Great West Life Assurance Co220$123.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC256$144.8K0.00%+7+2.8%Added
Bank of America Corp308$174.2K0.00%−414−57.3%Reduced
Allspring Global Investments Holdings, LLC331$187.2K0.00%−27−7.5%Reduced
Cubist Systematic Strategies, LLC361$204.2K0.00%−331−47.8%Reduced
BNP Paribas Arbitrage, SA361$204.2K0.00%−212−37.0%Reduced
Algert Global LLC363$205.3K0.01%00.0%Unchanged
Mercer Global Advisors Inc377$213.0K0.00%00.0%Unchanged
Arizona State Retirement System396$224.0K0.00%−14−3.4%Reduced
Patton Albertson Miller Group, LLC460$260.2K0.05%00.0%Unchanged
Susquehanna International Group, LLP476$269.3K0.00%−634−57.1%Reduced
LPL Financial LLC477$269.8K0.00%+68+16.6%Added
KLR Investment Advisors, LLC483$273.2K0.22%−8−1.6%Reduced
Hudson Valley Investment Advisors Inc500$282.9K0.04%00.0%Unchanged
Panagora Asset Management Inc518$293.0K0.00%+518New
Barclays PLC526$297.6K0.00%−160−23.3%Reduced
Millennium Management LLC556$314.5K0.00%−3,629−86.7%Reduced
Citigroup Inc561$317.4K0.00%+455+429.2%Added
Voya Investment Management LLC562$317.9K0.00%+25+4.7%Added
Manufacturers Life Insurance Company, The563$318.5K0.00%+27+5.0%Added
D. E. Shaw & Co., Inc.586$331.5K0.00%00.0%Unchanged
New York State Common Retirement Fund598$338.3K0.00%−301−33.5%Reduced
State Board of Administration of Florida Retirement System614$347.3K0.00%−295−32.5%Reduced
Janus Henderson Group PLC637$357.1K0.00%00.0%Unchanged
American International Group, Inc.662$374.5K0.00%+6+0.9%Added
Jane Street Group, LLC670$379.0K0.00%+208+45.0%Added
Balyasny Asset Management LLC682$385.8K0.00%+682New
American Century Companies Inc692$391.5K0.00%+202+41.2%Added
Deutsche Bank AG735$415.8K0.00%−283−27.8%Reduced
Capital Analysts, LLC755$427.0K0.02%+74+10.9%Added
Leavell Investment Management, Inc.778$440.0K0.03%00.0%Unchanged
MetLife Investment Management781$441.8K0.00%+40+5.4%Added
Ameriprise Financial Inc821$464.5K0.00%−22−2.6%Reduced
Raymond James Financial Services Advisors, Inc.887$501.9K0.00%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)900$509.0K0.00%00.0%Unchanged
Oppenheimer Asset Management Inc.915$517.6K0.01%+114+14.2%Added
TownSquare Capital, LLC1,012$572.5K0.01%+20+2.0%Added
Pathstone Family Office, LLC1,030$582.7K0.01%+106+11.5%Added
MAI Capital Management1,080$611.0K0.01%00.0%Unchanged
SEI Investments Co1,111$628.5K0.00%+30+2.8%Added
Teacher Retirement System of Texas1,130$639.0K0.00%−66−5.5%Reduced
STRS Ohio1,200$678.0K0.00%+100+9.1%Added
Goldman Sachs Group Inc1,233$697.5K0.00%+182+17.3%Added
Vestmark Advisory Solutions, Inc.1,327$750.9K0.03%−6−0.5%Reduced
NewEdge Wealth, LLC1,327$750.9K0.03%−6−0.5%Reduced
PBMares Wealth Management LLC1,350$763.7K0.27%00.0%Unchanged
UBS Asset Management Americas Inc1,234$774.8K0.00%00.0%Unchanged
Legal & General Group Plc1,386$784.1K0.00%+658+90.4%Added
Aldebaran Financial Inc.1,400$792.0K1.14%00.0%Unchanged
Martingale Asset Management L P1,440$814.6K0.02%00.0%Unchanged
Bridgewater Associates, LP1,491$843.5K0.01%−157−9.5%Reduced
Envestnet Asset Management Inc1,531$866.2K0.00%+94+6.5%Added
California State Teachers Retirement System1,698$960.6K0.00%−53−3.0%Reduced
Invesco Ltd.1,751$990.5K0.00%+11+0.6%Added
UBS Group AG1,839$1.04M0.00%+253+16.0%Added
Alliancebernstein L.P.1,966$1.11M0.00%00.0%Unchanged
AQR Capital Management LLC2,042$1.16M0.00%−1,676−45.1%Reduced
JPMorgan Chase & Co2,275$1.29M0.00%+202+9.7%Added
Laurel Wealth Advisors LLC2,378$1.35M0.27%00.0%Unchanged
ICW Investment Advisors LLC2,403$1.36M0.73%+9+0.4%Added
M&T Bank Corp2,678$1.51M0.01%−48−1.8%Reduced
Regions Financial Corp2,793$1.58M0.01%+101+3.8%Added
Citizens Financial Group Inc2,931$1.66M0.06%00.0%Unchanged
First Trust Advisors LP2,934$1.66M0.00%+1,163+65.7%Added
Victory Capital Management Inc3,020$1.71M0.00%−1,015−25.2%Reduced
Swiss National Bank3,102$1.75M0.00%00.0%Unchanged
Credit Suisse AG3,418$1.93M0.00%+433+14.5%Added
Creative Planning3,807$2.15M0.00%+5+0.1%Added
Stifel Financial Corp4,109$2.32M0.00%−23−0.6%Reduced
Morgan Stanley5,148$2.91M0.00%+1,021+24.7%Added
Roberts Glore & Co Inc5,630$3.18M1.02%−144−2.5%Reduced
Nuveen Asset Management, LLC5,850$3.31M0.00%+192+3.4%Added
Rhumbline Advisers5,952$3.37M0.00%+89+1.5%Added
Raymond James & Associates7,285$4.12M0.00%+76+1.1%Added
Price T Rowe Associates Inc7,822$4.43M0.00%−424−5.1%Reduced