Envestnet Portfolio Solutions, Inc. Purchases in Q2 2024

Envestnet Portfolio Solutions, Inc.

  • $26.1 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SEIC
Sei Investments CO

Financial Services
2.68K
+ 55.07%
$64.34 - $70.99 $172K - $190K
7.55K $488K
CWST
Casella Waste Systems Inc

Industrials
1.34K
+ 37.35%
$90.06 - $100.59 $121K - $135K
4.93K $489K
YMAR
First Tr Ex Tr Viii Cboe Vest
5.82K
+ 31.2%
$22.53 - $23.58 $131K - $137K
24.5K $566K
CCOR
Listed Fds Tr Core Alternative

ETFs
10.2K
+ 13.11%
$24.92 - $26.46 $254K - $269K
87.9K $2.19M
AVEM
American Centy ETF Tr Avantis

ETFs
1.09K
+ 5.14%
$56.42 - $62.42 $61.5K - $68K
22.3K $1.36M
AEIS
Advanced Energy Industries Inc

Industrials
890
+ 16.44%
$89.7 - $109.61 $79.8K - $97.6K
6.31K $685K
AVB
Avalonbay Communities Inc

Real Estate
117
+ 2.28%
$178.98 - $206.89 $20.9K - $24.2K
5.25K $1.09M
DLR
Digital Realty Trust, Inc.

Real Estate
429
+ 5.15%
$135.75 - $152.05 $58.2K - $65.2K
8.76K $1.33M
GTES
Gates Industrial Corp PLC

Industrials
9.64K
+ 88.17%
$15.67 - $17.84 $151K - $172K
20.6K $325K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.57K
+ 47.47%
$103.43 - $135.91 $266K - $349K
7.98K $851K
JLL
Jones Lang Lasalle Inc

Real Estate
538
+ 31.15%
$173.39 - $211.6 $93.3K - $114K
2.27K $464K
CGNX
Cognex Corp

Technology
1.58K
+ 13.07%
$38.46 - $48.51 $60.8K - $76.7K
13.7K $639K
CSWI
Csw Industrials, Inc.

Industrials
297
+ 19.49%
$228.58 - $269.04 $67.9K - $79.9K
1.82K $483K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.07K
+ 11.24%
$32.33 - $34.91 $196K - $212K
60.1K $2M
FTSL
First Trust Senior Ln Fund

ETFs
3.24K
+ 7.15%
$45.71 - $46.33 $148K - $150K
48.5K $2.22M
GMED
Globus Medical Inc

Healthcare
390
+ 5.89%
$49.79 - $68.85 $19.4K - $26.9K
7.02K $480K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.42K
+ 24.43%
$89.19 - $93.47 $126K - $132K
7.21K $668K
XLU
Utilities Sector Spdr

ETFs
676
+ 2.16%
$62.77 - $72.87 $42.4K - $49.3K
32K $2.18M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.47K
+ 25.35%
$49.28 - $50.11 $121K - $124K
12.2K $608K
SWKS
Skyworks Solutions, Inc.

Technology
1.28K
+ 14.84%
$89.72 - $107.86 $115K - $138K
9.94K $1.06M
CBT
Cabot Corp

Basic Materials
1.33K
+ 17.53%
$90.69 - $102.77 $120K - $136K
8.88K $816K
NVT
N Vent Electric PLC

Industrials
1.33K
+ 9.96%
$71.07 - $85.43 $94.7K - $114K
14.7K $1.13M
RNR
Renaissancere Holdings LTD

Financial Services
713
+ 19.82%
$213.58 - $234.97 $152K - $168K
4.31K $963K
FIW
First Trust Water ETF

ETFs
1.24K
+ 45.05%
$96.61 - $107.24 $120K - $133K
4K $399K
EEMA
Ishares Msci Emerging Markets

ETFs
191
+ 0.81%
$65.79 - $73.44 $12.6K - $14K
23.7K $1.72M
NMR
Nomura Holdings Inc

Financial Services
20.4K
New
$5.57 - $6.35 $114K - $129K
20.4K $117K
SNDR
Schneider National, Inc.

Industrials
3.93K
+ 28.77%
$20.65 - $24.16 $81.2K - $94.9K
17.6K $425K
SLV
I Shares Silver Trust

ETFs
1.08K
+ 4.78%
$22.86 - $29.27 $24.8K - $31.7K
23.8K $631K
POWI
Power Integrations Inc

Technology
1.76K
+ 28.03%
$62.89 - $78.21 $111K - $138K
8.05K $564K
GIL
Gildan Activewear Inc.

Consumer Cyclical
2.51K
+ 9.91%
$32.64 - $38.35 $82K - $96.3K
27.9K $1.06M
ARGX
Argenx Se

Healthcare
153
+ 11.77%
$356.01 - $451.55 $54.5K - $69.1K
1.45K $624K
FUL
Fuller H B CO

Basic Materials
1.82K
+ 18.35%
$73.68 - $82.09 $134K - $149K
11.7K $900K
LNT
Alliant Energy Corp

Utilities
1.69K
+ 3.33%
$47.4 - $52.12 $79.9K - $87.9K
52.2K $2.66M
AWI
Armstrong World Industries Inc

Industrials
1.46K
+ 29.67%
$112.03 - $123.24 $164K - $180K
6.39K $723K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4K
+ 3.6%
$35.59 - $36.41 $142K - $146K
115K $4.18M
SKX
Skechers Usa Inc

Consumer Cyclical
1.05K
+ 23.62%
$56.17 - $74.5 $58.9K - $78.2K
5.49K $379K
BCS
Barclays PLC

Financial Services
3.98K
+ 7.92%
$9.0 - $11.41 $35.9K - $45.5K
54.3K $581K
BIIB
Biogen Inc.

Healthcare
218
+ 6.62%
$190.52 - $236.72 $41.5K - $51.6K
3.51K $814K
SHV
Ishares Tr

ETFs
945
+ 4.17%
$110.04 - $110.51 $104K - $104K
23.6K $2.61M
CHH
Choice Hotels International Inc

Consumer Cyclical
1.14K
+ 26.45%
$109.76 - $126.22 $125K - $144K
5.45K $648K
FLEX
Flex Ltd.

Technology
1.55K
+ 2.4%
$26.34 - $33.78 $40.9K - $52.4K
66.1K $1.95M
QLD
Proshares Ultra Qqq

ETFs
294
+ 4.94%
$75.88 - $102.43 $22.3K - $30.1K
6.24K $623K
LANC
Lancaster Colony Corp

Consumer Defensive
837
+ 27.86%
$181.29 - $206.8 $152K - $173K
3.84K $725K
DE
Deere & CO

Industrials
1.38K
+ 12.37%
$364.98 - $414.02 $504K - $571K
12.5K $4.68M
ADP
Automatic Data Processing Inc

Industrials
1.54K
+ 6.39%
$237.3 - $254.02 $364K - $390K
25.5K $6.1M
SHOP
Shopify Inc.

Technology
5.93K
+ 22.6%
$56.97 - $78.19 $338K - $464K
32.2K $2.13M
EXC
Exelon Corp

Utilities
4.99K
+ 20.13%
$34.61 - $38.73 $173K - $193K
29.8K $1.03M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
1.89K
+ 15.34%
$57.42 - $61.75 $109K - $117K
14.2K $841K
ROK
Rockwell Automation, Inc

Industrials
664
+ 12.65%
$254.39 - $288.52 $169K - $192K
5.92K $1.63M
Activity Summary
Buys All Purchases 971 New Holdings 121 Increased Positions 850 Sells All Sells 643 Reductions 643 Sold out 0 Options Calls 0 Puts 0
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