Envestnet Portfolio Solutions, Inc. Incresed Positions in Q4 2024

Envestnet Portfolio Solutions, Inc.

  • $27.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MFG
Mizuho Financial Group Inc

Financial Services
12.6K
+ 23.88%
$4.05 - $5.26 $51.2K - $66.5K
65.5K $320K
AVLV
American Centy ETF Tr Avantis
1.27K
+ 8.71%
$65.51 - $71.22 $83.3K - $90.5K
15.9K $1.06M
TCOM
Trip.Com Group LTD

Consumer Cyclical
544
+ 8.26%
$58.0 - $75.06 $31.6K - $40.8K
7.13K $489K
EXLS
Exl Service Holdings, Inc.

Technology
214
+ 1.52%
$38.1 - $47.02 $8.15K - $10.1K
14.3K $633K
EMLP
First Tr Exchange Traded Iv

ETFs
641
+ 1.8%
$33.69 - $38.24 $21.6K - $24.5K
36.2K $1.29M
EQR
Equity Residential

Real Estate
1.46K
+ 49.88%
$69.12 - $77.48 $101K - $113K
4.37K $313K
CW
Curtiss Wright Corp

Industrials
29
+ 0.88%
$335.08 - $389.49 $9.72K - $11.3K
3.32K $1.18M
TRGP
Targa Resources Corp.

Energy
251
+ 14.98%
$150.58 - $207.69 $37.8K - $52.1K
1.93K $343K
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.47K
+ 29.35%
$46.07 - $48.17 $114K - $119K
10.9K $501K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
532
+ 23.39%
$159.11 - $178.39 $84.6K - $94.9K
2.81K $461K
CWST
Casella Waste Systems Inc

Industrials
558
+ 10.18%
$97.5 - $113.93 $54.4K - $63.6K
6.04K $638K
CACI
Caci International Inc

Technology
220
+ 18.21%
N/A
1.43K $610K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
502
+ 18.99%
$107.32 - $127.74 $53.9K - $64.1K
3.15K $387K
NBIX
Neurocrine Biosciences Inc

Healthcare
278
+ 10.73%
$111.62 - $139.44 $31K - $38.8K
2.87K $391K
ESAB
Esab Corp

Industrials
344
+ 9.49%
$102.05 - $135.08 $35.1K - $46.5K
3.97K $477K
GMED
Globus Medical Inc

Healthcare
200
+ 2.98%
$69.79 - $85.61 $14K - $17.1K
6.92K $572K
UDI
Uscf ETF Tr Divid Income Fd

ETFs
4.61K
+ 10.01%
$28.96 - $31.38 $133K - $145K
50.6K $1.47M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
4.17K
+ 26.35%
$23.42 - $24.25 $97.5K - $101K
20K $471K
FMF
First Trust Managed Futures St

ETFs
1.82K
+ 5.4%
$46.63 - $49.57 $84.6K - $90K
35.4K $1.69M
DORM
Dorman Products, Inc.

Consumer Cyclical
84
+ 1.8%
$108.64 - $142.83 $9.13K - $12K
4.76K $617K
QLYS
Qualys, Inc.

Technology
129
+ 2.18%
$119.24 - $159.23 $15.4K - $20.5K
6.04K $846K
AEE
Ameren Corp

Utilities
162
+ 0.37%
$85.81 - $94.98 $13.9K - $15.4K
43.7K $3.89M
MANH
Manhattan Associates Inc

Technology
581
+ 9.27%
$263.36 - $309.78 $153K - $180K
6.85K $1.85M
OWL
Blue Owl Capital Inc.

Financial Services
86
+ 0.39%
$19.51 - $24.81 $1.68K - $2.13K
22.1K $514K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
11K
+ 6.93%
$21.01 - $22.0 $230K - $241K
169K $3.57M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
1.33K
+ 10.27%
$57.47 - $61.21 $76.2K - $81.2K
14.2K $835K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.55K
+ 24.58%
$50.07 - $52.35 $77.6K - $81.1K
7.86K $403K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.03K
+ 30.25%
$165.45 - $196.93 $170K - $203K
4.43K $734K
CVNA
Carvana Co.

Consumer Cyclical
236
+ 19.16%
$175.8 - $260.8 $41.5K - $61.5K
1.47K $298K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
1.48K
+ 26.07%
$52.71 - $56.65 $77.7K - $83.6K
7.13K $385K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
148
+ 2.4%
$563.99 - $620.12 $83.5K - $91.8K
6.31K $3.59M
LSCC
Lattice Semiconductor Corp

Technology
1.17K
+ 24.7%
$48.58 - $63.46 $56.9K - $74.3K
5.91K $334K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.08K
+ 14.45%
$43.84 - $48.76 $135K - $150K
24.4K $1.07M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
467
+ 10.04%
$58.32 - $85.45 $27.2K - $39.9K
5.12K $378K
FSS
Federal Signal Corp

Industrials
923
+ 30.89%
$81.56 - $99.7 $75.3K - $92K
3.91K $361K
CBOE
Cboe Global Markets, Inc.

Financial Services
764
+ 10.01%
$191.61 - $217.84 $146K - $166K
8.4K $1.64M
PIPR
Piper Sandler Companies

Financial Services
176
+ 10.8%
$280.53 - $348.81 $49.4K - $61.4K
1.81K $541K
NPO
Enpro Industries, Inc

Industrials
266
+ 8.28%
$145.61 - $195.16 $38.7K - $51.9K
3.48K $599K
LBRT
Liberty Energy Inc.

Energy
3.06K
+ 15.06%
$16.68 - $20.84 $51K - $63.7K
23.4K $464K
SKYW
Skywest Inc

Industrials
352
+ 12.82%
$83.51 - $115.11 $29.4K - $40.5K
3.1K $310K
UGI
Ugi Corp

Utilities
1.2K
+ 9.02%
$23.24 - $30.37 $28K - $36.6K
14.6K $410K
AVA
Avista Corp

Utilities
2.59K
+ 29.35%
$35.46 - $39.23 $91.9K - $102K
11.4K $418K
XAR
Spdr S&P Aerospace & Defense E

ETFs
198
+ 3.91%
$153.8 - $176.52 $30.5K - $35K
5.26K $871K
NWE
Northwestern Corp

Utilities
2.83K
+ 14.03%
$50.44 - $57.24 $143K - $162K
23K $1.23M
GEF
Greif, Inc

Consumer Cyclical
1.32K
+ 31.95%
$60.32 - $72.15 $79.6K - $95.2K
5.45K $333K
CHDN
Churchill Downs Inc

Consumer Cyclical
701
+ 6.49%
$129.55 - $147.45 $90.8K - $103K
11.5K $1.54M
EBAY
Ebay Inc

Consumer Cyclical
2.59K
+ 9.47%
$57.51 - $67.17 $149K - $174K
29.9K $1.85M
MUSA
Murphy Usa Inc.

Consumer Cyclical
113
+ 6.11%
$473.11 - $555.48 $53.5K - $62.8K
1.96K $984K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.52K
+ 27.39%
$54.15 - $58.81 $82.3K - $89.4K
7.07K $383K
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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