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
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.37K
+ 2.49%
$57.42 - $62.37 $78.4K - $85.1K
56.1K $3.37M
IPAR
Inter Parfums Inc

Consumer Defensive
60
+ 3.05%
$109.63 - $138.31 $6.58K - $8.3K
2.03K $234K
OMC
Omnicom Group Inc.

Communication Services
510
+ 3.99%
$88.41 - $97.66 $45.1K - $49.8K
13.3K $1.19M
FNF
Fidelity National Financial, Inc.

Financial Services
342
+ 2.01%
$47.02 - $52.95 $16.1K - $18.1K
17.3K $856K
PRI
Primerica, Inc.

Financial Services
239
+ 3.78%
$210.09 - $252.0 $50.2K - $60.2K
6.56K $1.55M
SIGI
Selective Insurance Group Inc

Financial Services
63
+ 1.84%
$90.43 - $106.9 $5.7K - $6.73K
3.49K $327K
HST
Host Hotels & Resorts, Inc.

Real Estate
3.36K
+ 8.35%
$17.79 - $20.72 $59.8K - $69.6K
43.6K $783K
MGM
Mgm Resorts International

Consumer Cyclical
278
+ 1.23%
$38.53 - $47.78 $10.7K - $13.3K
22.9K $1.02M
CMS
Cms Energy Corp

Utilities
163
+ 0.21%
$56.89 - $63.24 $9.27K - $10.3K
77.5K $4.61M
VBR
Vanguard Small Cap Value ETF

ETFs
593
+ 3.45%
$177.65 - $191.11 $105K - $113K
17.8K $3.25M
NPO
Enpro Industries, Inc

Industrials
104
+ 3.36%
$143.25 - $169.63 $14.9K - $17.6K
3.2K $466K
SM
Sm Energy CO

Energy
300
+ 2.79%
$43.23 - $52.76 $13K - $15.8K
11K $477K
AMN
Amn Healthcare Services Inc

Healthcare
252
+ 3.89%
$51.23 - $62.36 $12.9K - $15.7K
6.73K $344K
WAT
Waters Corp

Healthcare
249
+ 10.13%
$286.47 - $361.79 $71.3K - $90.1K
2.71K $785K
GQRE
Flexshares Tr Global Quality R

ETFs
185
+ 0.59%
$52.6 - $56.52 $9.73K - $10.5K
31.5K $1.72M
FVD
First Tr Value Line Divid Inde

ETFs
7.6K
+ 3.03%
$39.94 - $42.43 $303K - $322K
258K $10.5M
RJF
Raymond James Financial Inc

Financial Services
514
+ 1.96%
$115.67 - $129.99 $59.5K - $66.8K
26.7K $3.3M
CMI
Cummins Inc

Industrials
140
+ 2.45%
$266.48 - $302.86 $37.3K - $42.4K
5.86K $1.62M
IGLB
Ishares 10+ Year Investment Gr

ETFs
1.21K
+ 1.43%
$48.62 - $51.19 $58.9K - $62K
86.2K $4.31M
KEY
Keycorp

Financial Services
1.93K
+ 3.4%
$13.36 - $15.57 $25.7K - $30K
58.6K $832K
GLOB
Globant S.A.

Technology
807
+ 9.17%
$152.98 - $201.7 $123K - $163K
9.61K $1.71M
SMG
Scotts Miracle Gro CO

Basic Materials
1.17K
+ 7.78%
$63.78 - $76.06 $74.6K - $89K
16.2K $1.05M
NUSC
Nuveen Esg Small Cap ETF

ETFs
520
+ 1.34%
$38.12 - $41.14 $19.8K - $21.4K
39.3K $1.55M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
4.28K
+ 6.96%
$9.64 - $11.95 $41.2K - $51.1K
65.7K $658K
DT
Dynatrace, Inc.

Technology
204
+ 0.43%
$43.26 - $48.47 $8.83K - $9.89K
48K $2.15M
HMC
Honda Motor CO LTD

Consumer Cyclical
697
+ 3.7%
$31.37 - $37.04 $21.9K - $25.8K
19.6K $630K
CDNS
Cadence Design Systems Inc

Technology
89
+ 0.31%
$274.55 - $326.5 $24.4K - $29.1K
29.2K $9M
EPAM
Epam Systems, Inc.

Technology
1.46K
+ 36.19%
$170.25 - $274.17 $248K - $399K
5.48K $1.03M
LKQ
Lkq Corp

Consumer Cyclical
2.25K
+ 15.34%
$40.29 - $53.18 $90.8K - $120K
16.9K $704K
BSY
Bentley Systems Inc

Technology
618
+ 1.53%
$47.55 - $57.05 $29.4K - $35.3K
40.9K $2.02M
AEE
Ameren Corp

Utilities
547
+ 1.23%
$70.0 - $75.33 $38.3K - $41.2K
45.2K $3.21M
DSTL
ETF Ser Solution Distillate Us

ETFs
1.06K
+ 1.84%
$50.71 - $53.66 $53.5K - $56.6K
58.4K $3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.05K
+ 2.95%
$75.69 - $81.19 $155K - $166K
71.5K $5.56M
TROW
Price T Rowe Group Inc

Financial Services
2.95K
+ 4.5%
$108.72 - $120.3 $321K - $355K
68.5K $7.9M
DAR
Darling Ingredients Inc.

Consumer Defensive
223
+ 2.14%
$34.5 - $47.78 $7.69K - $10.7K
10.6K $390K
FDS
Factset Research Systems Inc

Financial Services
70
+ 2.57%
$394.89 - $452.48 $27.6K - $31.7K
2.8K $1.14M
AZTA
Azenta, Inc.

Healthcare
68
+ 0.5%
$50.27 - $59.04 $3.42K - $4.01K
13.6K $713K
TM
Toyota Motor Corp

Consumer Cyclical
375
+ 9.69%
$193.58 - $246.99 $72.6K - $92.6K
4.25K $870K
HBAN
Huntington Bancshares Inc

Financial Services
5.26K
+ 2.33%
$12.34 - $14.26 $64.9K - $75K
231K $3.04M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
26.5K
+ 1.01%
$22.25 - $22.94 $589K - $607K
2.66M $60.4M
COF
Capital One Financial Corp

Financial Services
386
+ 2.44%
$133.7 - $148.87 $51.6K - $57.5K
16.2K $2.24M
BIO
Bio Rad Laboratories, Inc.

Healthcare
7
+ 0.43%
$268.26 - $339.48 $1.88K - $2.38K
1.63K $445K
BCE
Bce Inc

Communication Services
1.45K
+ 1.42%
$32.11 - $34.57 $46.5K - $50.1K
103K $3.34M
CNI
Canadian National Railway CO

Industrials
895
+ 5.29%
$116.77 - $131.52 $105K - $118K
17.8K $2.1M
IJK
Ishares S&P Midcap 400 Growth

ETFs
482
+ 0.88%
$84.85 - $91.12 $40.9K - $43.9K
55.1K $4.86M
HSIC
Henry Schein Inc

Healthcare
5.37K
+ 12.92%
$64.09 - $74.74 $344K - $401K
46.9K $3.01M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
1.51K
+ 2.65%
$39.09 - $42.64 $59K - $64.4K
58.5K $2.33M
GPC
Genuine Parts CO

Consumer Cyclical
66
+ 0.78%
$136.7 - $163.38 $9.02K - $10.8K
8.56K $1.18M
DASH
Door Dash, Inc.

Communication Services
302
+ 5.27%
$108.78 - $140.95 $32.9K - $42.6K
6.03K $656K
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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