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
STRL
Sterling Construction CO Inc

Industrials
108
+ 5.03%
$102.56 - $148.9 $11.1K - $16.1K
2.26K $326K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
1.08K
+ 9.18%
$26.56 - $32.5 $28.7K - $35.2K
12.9K $400K
SAN
Banco Santander, S.A.

Financial Services
7.47K
+ 10.72%
$4.37 - $5.16 $32.6K - $38.5K
77.1K $393K
ORI
Old Republic International Corp

Financial Services
999
+ 12.81%
$29.89 - $35.9 $29.9K - $35.9K
8.8K $311K
WYNN
Wynn Resorts LTD

Consumer Cyclical
208
+ 2.64%
$73.55 - $97.62 $15.3K - $20.3K
8.08K $774K
LYV
Live Nation Entertainment, Inc.

Communication Services
51
+ 1.24%
$88.06 - $109.5 $4.49K - $5.58K
4.15K $454K
MMI
Marcus & Millichap, Inc.

Real Estate
276
+ 3.79%
$30.23 - $40.7 $8.34K - $11.2K
7.55K $299K
POR
Portland General Electric CO

Utilities
433
+ 4.2%
$42.44 - $49.09 $18.4K - $21.3K
10.7K $514K
SXI
Standex International Corp

Industrials
181
+ 11.14%
$155.0 - $188.75 $28.1K - $34.2K
1.81K $329K
AUB
Atlantic Union Bankshares Corp

Financial Services
225
+ 1.83%
$32.43 - $41.89 $7.3K - $9.43K
12.5K $471K
GRMN
Garmin LTD

Technology
222
+ 11.0%
$161.1 - $183.29 $35.8K - $40.7K
2.24K $394K
MORN
Morningstar, Inc.

Financial Services
144
+ 16.74%
$295.85 - $326.31 $42.6K - $47K
1K $320K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.17K
+ 11.3%
$28.02 - $32.68 $32.7K - $38.1K
11.5K $370K
RY
Royal Bank Of Canada

Financial Services
74
+ 2.41%
$105.65 - $124.73 $7.82K - $9.23K
3.14K $391K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
510
+ 6.3%
$63.28 - $70.06 $32.3K - $35.7K
8.6K $602K
AIT
Applied Industrial Technologies Inc

Industrials
104
+ 7.44%
$183.8 - $224.77 $19.1K - $23.4K
1.5K $335K
AL
Air Lease Corp

Industrials
2.6K
+ 10.86%
$40.73 - $49.94 $106K - $130K
26.6K $1.2M
WHR
Whirlpool Corp

Consumer Cyclical
442
+ 13.41%
$90.25 - $112.34 $39.9K - $49.7K
3.74K $400K
UGI
Ugi Corp

Utilities
1.59K
+ 13.47%
$22.23 - $25.05 $35.2K - $39.7K
13.4K $333K
ORAN
Orange

Communication Services
2.05K
+ 7.83%
$10.15 - $12.19 $20.8K - $25K
28.3K $324K
COIN
Coinbase Global, Inc.

Technology
725
+ 48.37%
$147.09 - $265.15 $107K - $192K
2.22K $396K
CX
Cemex Sab De Cv

Basic Materials
10.3K
New
$5.6 - $6.88 $57.6K - $70.8K
10.3K $62K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
460
+ 17.05%
$91.37 - $101.65 $42K - $46.8K
3.16K $321K
ITUB
Itau Unibanco Holding S.A.

Financial Services
4.66K
+ 12.96%
$5.73 - $6.87 $26.7K - $32K
40.6K $270K
KT
Kt Corp

Communication Services
2.72K
+ 26.52%
$13.14 - $15.8 $35.7K - $42.9K
13K $199K
VIAV
Viavi Solutions Inc.

Technology
680
+ 2.79%
$6.97 - $9.02 $4.74K - $6.13K
25.1K $226K
CHDN
Churchill Downs Inc

Consumer Cyclical
756
+ 7.52%
$130.35 - $145.0 $98.5K - $110K
10.8K $1.46M
FCNCA
First Citizens Bancshares Inc

Financial Services
20
+ 14.08%
$1685.92 - $2128.51 $33.7K - $42.6K
162 $297K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
1.61K
+ 14.69%
$27.17 - $28.74 $43.6K - $46.2K
12.5K $360K
TOST
Toast, Inc.

Technology
338
+ 1.84%
$22.71 - $28.31 $7.68K - $9.57K
18.7K $530K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
433
+ 1.94%
$39.18 - $42.26 $17K - $18.3K
22.7K $960K
IDA
Idacorp Inc

Utilities
13
+ 0.24%
$92.02 - $104.62 $1.2K - $1.36K
5.51K $567K
UNM
Unum Group

Financial Services
347
+ 8.11%
$49.81 - $59.44 $17.3K - $20.6K
4.63K $274K
CWST
Casella Waste Systems Inc

Industrials
548
+ 11.11%
$96.59 - $108.33 $52.9K - $59.4K
5.48K $544K
ST
Sensata Technologies Holding PLC

Technology
2.14K
+ 15.15%
$34.15 - $42.3 $72.9K - $90.4K
16.2K $582K
TSN
Tyson Foods, Inc.

Consumer Defensive
490
+ 4.88%
$55.91 - $65.87 $27.4K - $32.3K
10.5K $627K
DFNV
Donoghue Forlines Risk Managed

ETFs
93
+ 0.38%
$29.3 - $33.61 $2.72K - $3.13K
24.8K $834K
NPO
Enpro Industries, Inc

Industrials
8
+ 0.25%
$141.73 - $171.51 $1.13K - $1.37K
3.21K $520K
UTHR
United Therapeutics Corp

Healthcare
41
+ 4.27%
$311.04 - $363.55 $12.8K - $14.9K
1K $358K
WM
Waste Management Inc

Industrials
1.73K
+ 3.24%
$196.96 - $223.45 $341K - $387K
55.1K $11.4M
FNDX
Schwab Fundamental U S Large C

ETFs
221
+ 2.85%
$65.36 - $71.76 $14.4K - $15.9K
7.98K $572K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
868
+ 2.76%
$50.15 - $50.66 $43.5K - $44K
32.3K $1.63M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
32
+ 0.78%
$110.06 - $128.44 $3.52K - $4.11K
4.13K $525K
ESI
Element Solutions Inc

Basic Materials
1.9K
+ 13.02%
$24.24 - $28.58 $46K - $54.2K
16.5K $447K
KFY
Korn Ferry

Industrials
244
+ 6.23%
$64.17 - $75.61 $15.7K - $18.4K
4.16K $313K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
444
+ 4.51%
$34.95 - $39.2 $15.5K - $17.4K
10.3K $400K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
51
+ 0.39%
$39.47 - $49.4 $2.01K - $2.52K
13.2K $628K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.54K
+ 13.34%
$15.81 - $18.96 $24.4K - $29.2K
13.1K $236K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
43
+ 3.78%
$233.81 - $287.01 $10.1K - $12.3K
1.18K $325K
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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