Envestnet Portfolio Solutions, Inc. Purchases in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
68
+ 0.99%
$28.38 - $39.27 $1.93K - $2.67K
6.92K $268K
EXPD
Expeditors International Of Washington Inc

Industrials
1.13K
+ 30.91%
$110.5 - $128.26 $124K - $144K
4.77K $528K
LSTR
Landstar System Inc

Industrials
652
+ 18.14%
$171.86 - $192.81 $112K - $126K
4.25K $729K
HYMU
Blackrock ETF Tr Ii High Yield
2.56K
+ 14.41%
$22.59 - $23.2 $57.9K - $59.5K
20.4K $461K
BRX
Brixmor Property Group Inc.

Real Estate
2.16K
+ 22.49%
N/A
11.8K $267K
GRAB
Grab Holdings LTD

Technology
10.5K
New
$3.6 - $5.67 $38K - $59.8K
10.5K $49K
IDA
Idacorp Inc

Utilities
132
+ 2.4%
$100.11 - $118.96 $13.2K - $15.7K
5.64K $616K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
2.5K
+ 11.32%
$46.46 - $51.66 $116K - $129K
24.6K $1.18M
MC
Moelis & CO

Financial Services
31
+ 0.37%
$65.74 - $80.49 $2.04K - $2.5K
8.4K $620K
AER
Aer Cap Holdings N.V.

Industrials
308
+ 1.83%
$91.85 - $100.3 $28.3K - $30.9K
17.1K $1.64M
MNST
Monster Beverage Corp

Consumer Defensive
272
+ 0.33%
$49.24 - $56.38 $13.4K - $15.3K
82.4K $4.33M
NOG
Northern Oil & Gas, Inc.

Energy
764
+ 7.95%
$35.57 - $43.49 $27.2K - $33.2K
10.4K $385K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
732
+ 3.82%
$28.37 - $30.25 $20.8K - $22.1K
19.9K $592K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.06K
+ 11.73%
$57.32 - $59.66 $60.6K - $63.1K
10.1K $577K
OHI
Omega Healthcare Investors Inc

Real Estate
2.07K
+ 17.04%
$37.51 - $42.56 $77.8K - $88.2K
14.2K $538K
SLGN
Silgan Holdings Inc

Consumer Cyclical
920
+ 10.33%
$50.6 - $57.53 $46.6K - $52.9K
9.82K $511K
GTLB
Gitlab Inc.

Technology
436
+ 11.21%
$48.76 - $67.19 $21.3K - $29.3K
4.32K $243K
SLV
I Shares Silver Trust

ETFs
3.46K
+ 15.02%
$26.33 - $31.74 $91.1K - $110K
26.5K $697K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.9K
+ 4.8%
$41.74 - $46.2 $79.1K - $87.6K
41.4K $1.74M
WM
Waste Management Inc

Industrials
1.8K
+ 3.26%
$201.79 - $228.46 $362K - $410K
56.9K $11.5M
LAMR
Lamar Advertising CO

Real Estate
1.27K
+ 13.25%
$121.37 - $138.11 $154K - $175K
10.9K $1.32M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
2.5K
+ 21.28%
$16.2 - $17.97 $40.5K - $45K
14.3K $243K
PEAK
Healthpeak Properties, Inc.

Real Estate
2.14K
+ 5.3%
N/A
42.5K $806K
CNP
Centerpoint Energy Inc

Utilities
416
+ 3.62%
$28.58 - $32.66 $11.9K - $13.6K
11.9K $377K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
3.13K
+ 16.88%
$28.71 - $31.34 $89.8K - $98K
21.7K $623K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
392
+ 16.29%
$89.88 - $101.38 $35.2K - $39.7K
2.8K $261K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
8.48K
+ 3.44%
$21.02 - $21.57 $178K - $183K
255K $5.39M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
39
+ 0.54%
$31.89 - $37.83 $1.24K - $1.48K
7.32K $264K
PCEF
Invesco Cef Income Composite E

ETFs
2.19K
+ 20.65%
$19.05 - $19.86 $41.7K - $43.5K
12.8K $244K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
20.2K
+ 6.25%
$38.96 - $43.28 $785K - $872K
343K $13.5M
APAM
Artisan Partners Asset Management Inc.

Financial Services
841
+ 10.91%
$41.74 - $49.17 $35.1K - $41.4K
8.55K $367K
BWXT
Bwx Technologies, Inc.

Industrials
245
+ 11.1%
$111.39 - $133.28 $27.3K - $32.7K
2.45K $273K
GBF
Ishares Tr

ETFs
494
+ 13.88%
$101.93 - $106.84 $50.4K - $52.8K
4.05K $414K
POST
Post Holdings, Inc.

Consumer Defensive
362
+ 6.17%
$106.14 - $120.72 $38.4K - $43.7K
6.23K $712K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
3.04K
+ 24.26%
$17.41 - $19.29 $52.9K - $58.6K
15.6K $270K
KT
Kt Corp

Communication Services
2K
+ 15.4%
$14.79 - $18.29 $29.5K - $36.5K
15K $232K
SCI
Service Corp International

Consumer Cyclical
245
+ 1.65%
$73.36 - $88.6 $18K - $21.7K
15.1K $1.2M
MFC
Manulife Financial Corp

Financial Services
601
+ 5.37%
$29.21 - $32.87 $17.6K - $19.8K
11.8K $362K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
494
+ 9.22%
$61.21 - $68.19 $30.2K - $33.7K
5.85K $365K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
2.06K
+ 4.1%
$44.45 - $45.41 $91.5K - $93.5K
52.3K $2.32M
RLI
Rli Corp

Financial Services
81
+ 4.55%
$151.91 - $180.89 $12.3K - $14.7K
1.86K $306K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
518
+ 8.98%
$89.9 - $100.66 $46.6K - $52.1K
6.29K $568K
UBS
Ubs Group Ag

Financial Services
2.01K
+ 3.91%
$29.78 - $33.08 $59.8K - $66.5K
53.4K $1.62M
ADBE
Adobe Inc.

Technology
5.69K
+ 16.63%
$437.39 - $552.96 $2.49M - $3.15M
39.9K $17.7M
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
1.75K
+ 15.23%
$25.11 - $28.13 $44K - $49.3K
13.3K $335K
NOK
Nokia Corp

Technology
6.58K
+ 41.72%
$4.13 - $4.95 $27.2K - $32.6K
22.4K $99K
EHC
Encompass Health Corp

Healthcare
716
+ 8.16%
$92.35 - $103.77 $66.1K - $74.3K
9.49K $876K
OCIO
ETF Ser Solutions Clearshares

ETFs
1.07K
+ 3.29%
$33.67 - $35.08 $35.9K - $37.4K
33.4K $1.13M
HAL
Halliburton CO

Energy
1.62K
+ 21.21%
$25.77 - $31.99 $41.6K - $51.7K
9.23K $250K
Activity Summary
Buys All Purchases 1054 New Holdings 145 Increased Positions 909 Sells All Sells 658 Reductions 658 Sold out 0 Options Calls 0 Puts 0
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