Envestnet Asset Management Inc Purchases in Q3 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
40.9K
+ 2.33%
$111.9 - $124.28 $4.58M - $5.09M
1.8M $222M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
188K
+ 80.45%
$111.59 - $129.08 $20.9M - $24.2M
421K $50M
SCHQ
Schwab Strategic Tr Long Term

ETFs
565K
+ 44.49%
$32.17 - $35.98 $18.2M - $20.3M
1.84M $64.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
97.7K
+ 4.74%
$116.79 - $133.54 $11.4M - $13M
2.16M $285M
CLOI
Vaneck ETF Tr

ETFs
413K
+ 595.45%
$52.65 - $53.04 $21.7M - $21.9M
482K $25.6M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
242K
+ 59.67%
$74.85 - $82.2 $18.1M - $19.9M
647K $52.5M
MCO
Moodys Corp

Financial Services
17.6K
+ 7.03%
$421.49 - $494.67 $7.43M - $8.72M
268K $127M
ITW
Illinois Tool Works Inc

Industrials
22K
+ 3.45%
$233.14 - $263.97 $5.12M - $5.8M
659K $173M
AZO
Autozone Inc

Consumer Cyclical
3.64K
+ 6.65%
$2815.0 - $3212.87 $10.2M - $11.7M
58.4K $184M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
273K
+ 6.98%
$46.18 - $48.92 $12.6M - $13.4M
4.19M $204M
BSX
Boston Scientific Corp

Healthcare
57K
+ 2.44%
$72.96 - $84.0 $4.16M - $4.79M
2.4M $201M
EME
Emcor Group, Inc.

Industrials
23.1K
+ 14.21%
$340.22 - $435.6 $7.87M - $10.1M
186K $80M
PODD
Insulet Corp

Healthcare
75.9K
+ 86.55%
$180.69 - $239.01 $13.7M - $18.1M
164K $38.1M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
143K
+ 2.2%
$43.99 - $46.63 $6.28M - $6.66M
6.63M $308M
IGRO
Ishares Tr International Divid

ETFs
222K
+ 43.09%
$66.7 - $75.25 $14.8M - $16.7M
737K $55M
PANW
Palo Alto Networks Inc

Technology
54.9K
+ 10.5%
$294.18 - $368.01 $16.1M - $20.2M
577K $197M
PSA
Public Storage

Real Estate
20.7K
+ 12.85%
$283.13 - $365.01 $5.86M - $7.55M
182K $66.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
360K
+ 12.88%
$39.37 - $41.68 $14.2M - $15M
3.15M $130M
FNDX
Schwab Fundamental U S Large C

ETFs
185K
+ 14.29%
$65.36 - $71.76 $12.1M - $13.3M
1.48M $106M
NVS
Novartis Ag

Healthcare
24.8K
+ 1.29%
$106.13 - $120.89 $2.64M - $3M
1.95M $225M
CW
Curtiss Wright Corp

Industrials
37.7K
+ 31.36%
$265.18 - $332.22 $10M - $12.5M
158K $51.9M
BTI
British American Tobacco P.L.C.

Consumer Defensive
207K
+ 9.93%
$31.07 - $39.36 $6.42M - $8.13M
2.29M $83.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
124K
+ 7.62%
$75.63 - $84.89 $9.38M - $10.5M
1.75M $148M
MS
Morgan Stanley

Financial Services
14.5K
+ 0.58%
$92.07 - $106.96 $1.33M - $1.55M
2.53M $263M
HLI
Houlihan Lokey, Inc.

Financial Services
50.3K
+ 10.42%
$134.11 - $161.99 $6.75M - $8.15M
533K $84.2M
SYY
Sysco Corp

Consumer Defensive
79.5K
+ 4.18%
$69.16 - $78.98 $5.5M - $6.28M
1.98M $155M
JPMB
J P Morgan Usd Emerging Market

ETFs
432K
+ 66.43%
$38.32 - $40.67 $16.6M - $17.6M
1.08M $44M
ITOT
Ishares Core S&P Total U.S. St

ETFs
29.7K
+ 1.35%
$113.41 - $125.62 $3.37M - $3.73M
2.22M $279M
CNC
Centene Corp

Healthcare
194K
+ 42.52%
$64.89 - $80.23 $12.6M - $15.6M
651K $49M
EBAY
Ebay Inc

Consumer Cyclical
96.5K
+ 8.95%
$52.61 - $65.44 $5.08M - $6.32M
1.18M $76.5M
CGCP
Capital Group Core Plus Income

ETFs
677K
+ 21.1%
$22.12 - $23.31 $15M - $15.8M
3.89M $89.9M
PAYC
Paycom Software, Inc.

Technology
70.7K
+ 24.79%
$140.16 - $173.86 $9.92M - $12.3M
356K $59.3M
PEP
Pepsico Inc

Consumer Defensive
16.3K
+ 0.53%
$161.9 - $179.3 $2.64M - $2.92M
3.07M $521M
SYK
Stryker Corp

Healthcare
14.6K
+ 2.37%
$315.94 - $371.96 $4.63M - $5.45M
633K $229M
DFAS
Dimensional ETF Tr U S Small C

ETFs
106K
+ 4.45%
$59.25 - $65.33 $6.25M - $6.89M
2.48M $161M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
230K
+ 16.08%
$50.02 - $54.5 $11.5M - $12.5M
1.66M $90.3M
HCA
Hca Healthcare, Inc.

Healthcare
7.78K
+ 4.43%
$315.12 - $406.43 $2.45M - $3.16M
183K $74.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
359K
+ 12.5%
$49.7 - $56.11 $17.9M - $20.2M
3.23M $178M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
367K
+ 358.1%
$44.46 - $48.11 $16.3M - $17.6M
469K $22.6M
AVDE
American Centy ETF Tr Avantis

ETFs
199K
+ 21.62%
$60.09 - $67.67 $12M - $13.5M
1.12M $75.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
305K
+ 6.74%
$31.18 - $33.5 $9.5M - $10.2M
4.83M $160M
DT
Dynatrace, Inc.

Technology
150K
+ 13.55%
$40.49 - $53.47 $6.08M - $8.03M
1.26M $67.3M
RDVY
First Trust Rising Dividend Ac

ETFs
55.8K
+ 1.74%
$53.68 - $59.24 $3M - $3.31M
3.27M $193M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
232K
+ 10.6%
$31.95 - $38.02 $7.42M - $8.83M
2.42M $90.8M
CEG
Constellation Energy Corp

Utilities
26.7K
+ 15.49%
$167.08 - $262.86 $4.46M - $7.02M
199K $51.8M
MKC
Mccormick & CO Inc

Consumer Defensive
148K
+ 33.42%
$69.44 - $84.76 $10.3M - $12.6M
591K $48.7M
FLRN
Spdr Bloomberg Investment Grad

ETFs
549K
+ 56.5%
$30.55 - $30.85 $16.8M - $16.9M
1.52M $46.9M
XEL
Xcel Energy Inc

Utilities
27.7K
+ 2.18%
$52.11 - $65.3 $1.44M - $1.81M
1.3M $84.8M
GD
General Dynamics Corp

Industrials
21.3K
+ 2.45%
$279.51 - $308.09 $5.96M - $6.56M
892K $270M
Activity Summary
Buys All Purchases 2599 New Holdings 209 Increased Positions 2390 Sells All Sells 1584 Reductions 1584 Sold out 0 Options Calls 0 Puts 0
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