Envestnet Portfolio Solutions, Inc. Purchases in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SEIC
Sei Investments CO

Financial Services
1.03K
+ 13.62%
$63.1 - $69.83 $64.9K - $71.8K
8.58K $593K
DFSD
Dimensional ETF Tr Short Durat

ETFs
915
+ 1.15%
$47.0 - $47.84 $43K - $43.8K
80.5K $3.84M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
6.12K
+ 44.67%
$9.14 - $12.13 $56K - $74.3K
19.8K $228K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
447
+ 3.9%
$91.94 - $113.13 $41.1K - $50.6K
11.9K $1.32M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
732
+ 5.14%
$56.88 - $63.65 $41.6K - $46.6K
15K $943K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.74K
+ 14.33%
$50.15 - $51.27 $87.4K - $89.4K
13.9K $713K
LBRT
Liberty Energy Inc.

Energy
6.47K
+ 46.8%
$18.68 - $24.15 $121K - $156K
20.3K $387K
WPC
W. P. Carey Inc.

Real Estate
20
+ 0.15%
$54.63 - $63.96 $1.09K - $1.28K
13.5K $840K
IXJ
Ishares Global Healthcare ETF

ETFs
754
+ 15.95%
$91.63 - $101.25 $69.1K - $76.3K
5.48K $537K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
398
+ 6.79%
$159.84 - $178.33 $63.6K - $71K
6.26K $1.11M
CG
Carlyle Group Inc.

Financial Services
1.8K
+ 26.99%
$37.24 - $49.74 $67K - $89.4K
8.46K $364K
BAC
Bank Of America Corp

Financial Services
3.45K
+ 0.68%
$36.65 - $44.13 $126K - $152K
514K $20.4M
PIPR
Piper Sandler Companies

Financial Services
40
+ 2.52%
$230.9 - $287.51 $9.24K - $11.5K
1.63K $461K
PODD
Insulet Corp

Healthcare
153
+ 8.0%
$180.69 - $239.01 $27.6K - $36.6K
2.07K $480K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
1.12K
+ 9.52%
$52.31 - $58.18 $58.7K - $65.3K
12.9K $750K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
1.27K
+ 6.73%
$43.21 - $46.51 $54.8K - $59K
20.1K $935K
SOFI
So Fi Technologies, Inc.

Financial Services
10K
+ 82.41%
$6.32 - $8.19 $63.3K - $82K
22.2K $174K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
852
+ 12.49%
$36.06 - $46.59 $30.7K - $39.7K
7.68K $347K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
520
+ 3.04%
$57.2 - $62.94 $29.7K - $32.7K
17.6K $1.1M
BAX
Baxter International Inc

Healthcare
498
+ 3.16%
$32.85 - $40.26 $16.4K - $20K
16.3K $617K
KMX
Carmax Inc

Consumer Cyclical
23
+ 0.11%
$71.21 - $85.78 $1.64K - $1.97K
21.4K $1.66M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
2.32K
+ 4.93%
$27.88 - $28.71 $64.5K - $66.5K
49.3K $1.42M
SYF
Synchrony Financial

Financial Services
1.2K
+ 11.82%
$43.77 - $52.22 $52.5K - $62.6K
11.3K $565K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.37K
+ 27.14%
$23.57 - $24.19 $79.5K - $81.6K
15.8K $381K
COLD
Americold Realty Trust

Real Estate
955
+ 4.46%
$25.65 - $30.24 $24.5K - $28.9K
22.4K $632K
STC
Stewart Information Services Corp

Financial Services
232
+ 4.27%
$61.23 - $76.01 $14.2K - $17.6K
5.66K $423K
RGEN
Repligen Corp

Healthcare
47
+ 1.35%
$119.79 - $167.35 $5.63K - $7.87K
3.52K $523K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
939
+ 12.9%
$44.56 - $50.18 $41.8K - $47.1K
8.22K $410K
HIW
Highwoods Properties, Inc.

Real Estate
777
+ 9.67%
$25.97 - $33.6 $20.2K - $26.1K
8.81K $295K
AIZ
Assurant, Inc.

Financial Services
176
+ 11.97%
$161.28 - $199.95 $28.4K - $35.2K
1.65K $327K
EXPD
Expeditors International Of Washington Inc

Industrials
469
+ 14.78%
$116.1 - $131.42 $54.5K - $61.6K
3.64K $478K
BWA
Borgwarner Inc

Consumer Cyclical
1.32K
+ 15.64%
$31.19 - $36.75 $41.2K - $48.5K
9.77K $354K
CMBS
Ishares Cmbs ETF

ETFs
240
+ 0.68%
$46.61 - $48.93 $11.2K - $11.7K
35.5K $1.74M
CHTR
Charter Communications, Inc.

Communication Services
169
+ 16.47%
$290.56 - $383.07 $49.1K - $64.7K
1.2K $387K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.59K
+ 37.39%
$50.32 - $50.75 $79.9K - $80.5K
5.83K $295K
AXS
Axis Capital Holdings LTD

Financial Services
419
+ 8.04%
$69.04 - $79.88 $28.9K - $33.5K
5.63K $448K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
2.88K
+ 18.28%
$20.82 - $22.27 $59.9K - $64.1K
18.6K $414K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
2.93K
+ 6.18%
$15.21 - $18.46 $44.6K - $54.1K
50.4K $896K
RRX
Regal Rexnord Corp

Industrials
65
+ 2.88%
$132.18 - $174.25 $8.59K - $11.3K
2.32K $384K
CTRE
Care Trust Reit, Inc.

Real Estate
944
+ 11.17%
$25.14 - $31.2 $23.7K - $29.5K
9.4K $290K
BPOP
Popular, Inc.

Financial Services
359
+ 10.09%
$85.64 - $104.28 $30.7K - $37.4K
3.92K $392K
ARB
Altshares Tr Merger Arbitrage

Industrials
2.53K
+ 29.99%
$26.94 - $27.87 $68.2K - $70.6K
11K $304K
KFRC
Kforce Inc

Industrials
1.3K
+ 29.01%
$59.4 - $70.22 $77.3K - $91.4K
5.79K $355K
MKC
Mccormick & CO Inc

Consumer Defensive
27
+ 0.41%
$69.44 - $84.76 $1.87K - $2.29K
6.56K $539K
CPK
Chesapeake Utilities Corp

Utilities
189
+ 6.48%
$106.02 - $124.17 $20K - $23.5K
3.11K $385K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
771
+ 18.73%
$67.99 - $80.84 $52.4K - $62.3K
4.89K $357K
MMSI
Merit Medical Systems Inc

Healthcare
250
+ 6.37%
$84.12 - $100.23 $21K - $25.1K
4.18K $412K
RWR
Spdr Dow Jones Reit ETF

ETFs
334
+ 12.01%
$92.36 - $108.47 $30.8K - $36.2K
3.11K $332K
PKI
Perkinelmer Inc

Healthcare
603
+ 26.07%
N/A
2.92K $352K
Activity Summary
Buys All Purchases 978 New Holdings 134 Increased Positions 844 Sells All Sells 688 Reductions 688 Sold out 0 Options Calls 0 Puts 0
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