Envestnet Portfolio Solutions, Inc. Purchases in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CTRE
Care Trust Reit, Inc.

Real Estate
189
+ 2.01%
$26.8 - $32.79 $5.07K - $6.2K
9.59K $259K
BLKB
Blackbaud Inc

Technology
31
+ 0.97%
$73.8 - $87.47 $2.29K - $2.71K
3.23K $238K
FNDF
Schwab Fundamental Intl Large

ETFs
180
+ 2.01%
$32.92 - $37.15 $5.93K - $6.69K
9.15K $303K
TRP
Tc Energy Corp

Energy
704
+ 1.09%
$44.03 - $50.23 $31K - $35.4K
65.3K $3.04M
OC
Owens Corning

Industrials
124
+ 1.36%
$169.41 - $210.81 $21K - $26.1K
9.25K $1.58M
WPC
W. P. Carey Inc.

Real Estate
1.31K
+ 9.68%
$53.44 - $61.33 $69.7K - $80K
14.8K $805K
STC
Stewart Information Services Corp

Financial Services
81
+ 1.43%
$67.24 - $77.18 $5.45K - $6.25K
5.74K $387K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
6.09K
+ 7.06%
$9.25 - $10.62 $56.3K - $64.7K
92.3K $897K
CHRD
Oasis Petroleum Inc.

Energy
106
+ 2.94%
$110.83 - $137.78 $11.7K - $14.6K
3.71K $432K
UNF
Unifirst Corp

Industrials
261
+ 8.86%
$171.0 - $206.22 $44.6K - $53.8K
3.21K $548K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
566
+ 4.4%
$26.77 - $30.82 $15.2K - $17.4K
13.4K $362K
IR
Ingersoll Rand Inc.

Industrials
442
+ 4.17%
$90.46 - $105.35 $40K - $46.6K
11K $998K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
99
+ 0.64%
$37.33 - $40.39 $3.7K - $4K
15.5K $580K
CSL
Carlisle Companies Inc

Industrials
176
+ 13.08%
$368.67 - $480.91 $64.9K - $84.6K
1.52K $561K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.23K
+ 2.26%
$80.93 - $85.66 $180K - $191K
101K $8.14M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
840
+ 1.35%
$49.43 - $52.12 $41.5K - $43.8K
62.9K $3.11M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
499
+ 1.36%
$41.17 - $43.34 $20.5K - $21.6K
37.3K $1.54M
TKR
Timken CO

Industrials
251
+ 5.01%
$70.76 - $87.24 $17.8K - $21.9K
5.26K $375K
CGNX
Cognex Corp

Technology
574
+ 3.96%
$35.61 - $43.05 $20.4K - $24.7K
15.1K $539K
PGR
Progressive Corp

Financial Services
1.58K
+ 5.26%
$239.6 - $268.88 $378K - $424K
31.6K $7.57M
AVNT
Avient Corp

Basic Materials
256
+ 4.04%
$40.12 - $53.17 $10.3K - $13.6K
6.6K $269K
PATK
Patrick Industries Inc

Consumer Cyclical
1.96K
+ 54.56%
$82.71 - $146.16 $162K - $286K
5.55K $460K
SPXC
Spx Corp

Industrials
68
+ 1.59%
$143.2 - $181.56 $9.74K - $12.3K
4.34K $631K
FNF
Fidelity National Financial, Inc.

Financial Services
970
+ 5.46%
$55.19 - $63.83 $53.5K - $61.9K
18.7K $1.05M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
96
+ 1.65%
$56.18 - $67.64 $5.39K - $6.49K
5.93K $336K
BC
Brunswick Corp

Consumer Cyclical
572
+ 11.77%
$64.5 - $85.95 $36.9K - $49.2K
5.43K $351K
CMBS
Ishares Cmbs ETF

ETFs
75
+ 0.21%
$47.09 - $48.64 $3.53K - $3.65K
35.6K $1.68M
SUI
Sun Communities Inc

Real Estate
76
+ 1.37%
$119.89 - $139.05 $9.11K - $10.6K
5.61K $690K
NEOG
Neogen Corp

Healthcare
65
+ 0.48%
$11.64 - $16.4 $757 - $1.07K
13.7K $166K
CRVL
Corvel Corp

Financial Services
1.33K
+ 135.54%
$111.26 - $370.61 $148K - $493K
2.31K $257K
XYL
Xylem Inc.

Industrials
1.74K
+ 12.46%
$116.02 - $137.45 $202K - $239K
15.7K $1.82M
EEMV
Ishares Msci Emerging Markets

ETFs
396
+ 2.14%
$57.85 - $63.11 $22.9K - $25K
18.9K $1.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
14.7K
+ 4.58%
$39.3 - $41.34 $579K - $609K
336K $13.3M
UFPI
Ufp Industries Inc

Basic Materials
104
+ 2.43%
$112.19 - $139.02 $11.7K - $14.5K
4.38K $493K
STAG
Stag Industrial, Inc.

Real Estate
394
+ 2.56%
$33.22 - $39.1 $13.1K - $15.4K
15.8K $534K
ARW
Arrow Electronics Inc

Technology
234
+ 4.81%
$112.44 - $137.23 $26.3K - $32.1K
5.1K $577K
BHP
Bhp Group LTD

Basic Materials
1.96K
+ 15.77%
$48.78 - $62.43 $95.6K - $122K
14.4K $702K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
95
+ 3.54%
$88.68 - $118.18 $8.42K - $11.2K
2.78K $248K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
10
+ 0.13%
$36.2 - $46.69 $362 - $467
7.69K $278K
FEM
First Trust Emerging Markets A

ETFs
304
+ 0.76%
$22.03 - $24.21 $6.7K - $7.36K
40.2K $884K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
25.5K
+ 5.03%
$40.33 - $42.34 $1.03M - $1.08M
532K $21.5M
FEP
First Trust Europe Alphadex Fu

ETFs
31
+ 0.13%
$35.46 - $38.46 $1.1K - $1.19K
24.4K $875K
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
2.54K
+ 3.82%
$39.87 - $42.45 $101K - $108K
68.9K $2.75M
RNR
Renaissancere Holdings LTD

Financial Services
117
+ 2.64%
$241.97 - $287.47 $28.3K - $33.6K
4.54K $1.13M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
313
+ 2.27%
$64.91 - $73.47 $20.3K - $23K
14.1K $919K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
39.2K
+ 9.52%
$30.93 - $33.94 $1.21M - $1.33M
451K $14M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.07K
+ 13.4%
$82.28 - $117.52 $88K - $126K
9.06K $768K
IBP
Installed Building Products, Inc.

Consumer Cyclical
282
+ 15.47%
$174.32 - $254.42 $49.2K - $71.7K
2.11K $368K
THO
Thor Industries Inc

Consumer Cyclical
370
+ 4.42%
$94.35 - $115.54 $34.9K - $42.7K
8.74K $836K
Activity Summary
Buys All Purchases 1054 New Holdings 145 Increased Positions 909 Sells All Sells 658 Reductions 658 Sold out 0 Options Calls 0 Puts 0
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