Envestnet Asset Management Inc Purchases in Q4 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ARLO
Arlo Technologies, Inc.

Industrials
13.6K
+ 37.75%
$10.16 - $13.19 $138K - $180K
49.7K $556K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
14K
+ 27.03%
$9.69 - $12.45 $135K - $174K
65.6K $683K
IBOC
International Bancshares Corp

Financial Services
667
+ 2.96%
$57.25 - $75.11 $38.2K - $50.1K
23.2K $1.47M
SUN
Sunoco LP

Energy
3.5K
+ 12.82%
$50.8 - $56.82 $178K - $199K
30.8K $1.58M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
3.98K
+ 49.04%
$28.22 - $28.78 $112K - $115K
12.1K $347K
IBCP
Independent Bank Corp

Financial Services
3.02K
+ 37.73%
$31.36 - $38.99 $94.6K - $118K
11K $383K
DJD
Invesco Exchange Traded Fd Tr

ETFs
3.21K
+ 13.21%
$50.65 - $54.19 $162K - $174K
27.5K $1.39M
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
2.08K
+ 10.33%
$50.7 - $54.98 $106K - $115K
22.3K $1.17M
CMPR
Cimpress PLC

Communication Services
5.67K
+ 19.89%
$69.01 - $83.53 $391K - $474K
34.2K $2.45M
BAR
Granite Shares Gold Trust

ETFs
6.74K
+ 0.81%
$25.3 - $27.51 $171K - $185K
841K $21.8M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
11.6K
+ 5.29%
$5.7 - $8.27 $66.4K - $96.3K
232K $1.57M
ULH
Universal Logistics Holdings, Inc.

Industrials
2.11K
+ 30.02%
$38.68 - $52.28 $81.7K - $110K
9.14K $419K
CMBS
Ishares Cmbs ETF

ETFs
3.38K
+ 13.08%
$47.09 - $48.64 $159K - $164K
29.2K $1.38M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
1.65K
+ 4.05%
$73.63 - $87.56 $121K - $144K
42.3K $3.34M
EMBC
Embecta Corp.

Healthcare
1.6K
+ 13.26%
$12.51 - $20.83 $20K - $33.3K
13.6K $283K
IYT
Ishares Tr U.S. Transportation

ETFs
2.16K
+ 8.77%
$66.79 - $75.4 $144K - $162K
26.7K $1.81M
KW
Kennedy Wilson Holdings, Inc.

Real Estate
19.5K
+ 26.16%
$9.98 - $11.7 $194K - $228K
93.9K $938K
LMNR
Limoneira CO

Consumer Defensive
6.51K
+ 28.95%
$23.92 - $28.91 $156K - $188K
29K $709K
PQDI
Prin Exch Trad Fds Prin Spectr

Technology
14.1K
+ 2.82%
$18.98 - $19.28 $268K - $272K
514K $9.77M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
1.71K
+ 3.15%
$39.69 - $41.26 $67.8K - $70.5K
55.9K $2.28M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
25.9K
+ 14.48%
$8.21 - $8.88 $213K - $230K
205K $1.69M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
17.7K
+ 18.68%
$8.1 - $9.04 $143K - $160K
112K $928K
IDU
Ishares Tr U S Utils ETF

ETFs
7.07K
+ 7.2%
$94.65 - $105.73 $669K - $747K
105K $10.1M
QWLD
Spdr Index Shs Fds

ETFs
1.52K
+ 9.67%
$123.39 - $130.49 $188K - $198K
17.2K $2.14M
ACVF
ETF Opportunities Tr American

ETFs
2.44K
+ 7.65%
$43.12 - $46.1 $105K - $112K
34.3K $1.5M
DBA
Invesco Db Agriculture Fund

ETFs
3.48K
+ 10.5%
$24.81 - $27.83 $86.3K - $96.8K
36.6K $972K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
11.4K
New
$9.4 - $10.0 $107K - $114K
11.4K $108K
GSM
Ferroglobe PLC

Basic Materials
53.8K
+ 47.23%
$3.78 - $4.96 $203K - $267K
168K $636K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
2.48K
+ 6.45%
$33.71 - $34.99 $83.4K - $86.6K
40.8K $1.41M
IVR
Invesco Mortgage Capital Inc.

Real Estate
13.5K
New
$7.72 - $9.16 $104K - $123K
13.5K $108K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
18.4K
New
$5.84 - $6.96 $108K - $128K
18.4K $108K
CDE
Coeur Mining, Inc.

Basic Materials
20.9K
+ 192.17%
$5.61 - $7.39 $117K - $154K
31.8K $181K
EXTR
Extreme Networks Inc

Technology
4.61K
+ 27.22%
$14.22 - $18.52 $65.6K - $85.4K
21.5K $360K
NMIH
Nmi Holdings, Inc.

Financial Services
6.76K
+ 21.0%
$36.32 - $41.53 $245K - $281K
38.9K $1.43M
SCSC
Scansource, Inc.

Technology
2.27K
+ 43.17%
$42.41 - $53.11 $96.4K - $121K
7.54K $357K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
12K
New
$4.34 - $10.57 $51.9K - $126K
12K $104K
SENEA
Seneca Foods Corp

Consumer Defensive
129
+ 2.37%
$61.61 - $80.57 $7.95K - $10.4K
5.58K $442K
TPHD
Timothy Plan High Divid Stk Et

ETFs
5.34K
+ 7.86%
$35.89 - $39.51 $192K - $211K
73.3K $2.67M
ILDR
First Tr Exchange Traded Fd Vi
3.17K
+ 17.44%
$24.07 - $27.12 $76.4K - $86K
21.4K $545K
AMSWA
American Software Inc

Technology
9.92K
+ 38.74%
$10.24 - $10.96 $102K - $109K
35.5K $388K
JFR
Nuveen Floating Rate Income Fund

Financial Services
7.21K
+ 1.88%
$8.74 - $9.22 $63K - $66.5K
390K $3.48M
CCU
United Breweries CO Inc

Consumer Defensive
10.2K
+ 21.37%
$10.74 - $11.78 $109K - $120K
57.7K $653K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
3.75K
+ 5.85%
$19.86 - $21.15 $74.5K - $79.4K
67.9K $1.41M
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
18.4K
+ 16.21%
$10.21 - $11.11 $188K - $204K
132K $1.35M
MT
Arcelor Mittal

Basic Materials
45.3K
+ 14.91%
$22.93 - $26.51 $1.04M - $1.2M
349K $8.07M
IRBO
Ishares Robotics & Artificial

ETFs
3.03K
+ 6.76%
N/A
47.9K $1.54M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
173
+ 1.43%
$221.83 - $266.82 $38.4K - $46.2K
12.3K $2.98M
HCAT
Health Catalyst, Inc.

Healthcare
16.2K
+ 92.27%
$6.9 - $9.02 $112K - $146K
33.8K $238K
INSM
Insmed Inc

Healthcare
15.2K
+ 6.31%
$66.29 - $76.63 $1.01M - $1.17M
256K $17.7M
Activity Summary
Buys All Purchases 2408 New Holdings 259 Increased Positions 2149 Sells All Sells 1859 Reductions 1859 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email