Envestnet Asset Management Inc Purchases in Q4 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BROS
Dutch Bros Inc.

Consumer Cyclical
7.2K
+ 6.06%
$30.72 - $55.82 $221K - $402K
126K $6.61M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
162K
+ 8.17%
$24.82 - $25.48 $4.02M - $4.13M
2.15M $53.5M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
196K
+ 11.85%
$50.06 - $55.0 $9.84M - $10.8M
1.85M $93.1M
VRT
Vertiv Holdings CO

Industrials
32.1K
+ 7.4%
N/A
466K $40.3M
DOCS
Doximity, Inc.

Healthcare
27K
+ 19.87%
$41.25 - $61.25 $1.11M - $1.65M
163K $8.7M
GTO
Invesco Actively Managed ETF T

ETFs
163K
+ 6.48%
$46.33 - $48.41 $7.53M - $7.87M
2.67M $124M
MFG
Mizuho Financial Group Inc

Financial Services
387K
+ 33.45%
$4.05 - $5.26 $1.57M - $2.03M
1.54M $7.55M
DELL
Dell Technologies Inc.

Technology
38.6K
+ 7.31%
$111.96 - $144.21 $4.32M - $5.57M
566K $65.3M
PKW
Invesco Exchange Traded Fd Tr

ETFs
23.1K
+ 32.29%
$114.02 - $125.22 $2.64M - $2.9M
94.8K $10.9M
ESAB
Esab Corp

Industrials
13.9K
+ 19.07%
$102.05 - $135.08 $1.42M - $1.88M
86.8K $10.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
31K
+ 5.46%
N/A
598K $51.3M
HEQT
Simplify Exchange Traded Fds H
89.2K
+ 282.4%
$28.73 - $30.22 $2.56M - $2.7M
121K $3.56M
DCI
Donaldson CO Inc

Industrials
53.4K
+ 35.58%
$67.28 - $78.27 $3.59M - $4.18M
203K $13.7M
DFSD
Dimensional ETF Tr Short Durat

ETFs
80.7K
+ 6.1%
$46.75 - $47.8 $3.77M - $3.86M
1.4M $65.8M
AVAV
Aero Vironment Inc

Industrials
22.4K
+ 121.35%
$153.72 - $235.17 $3.44M - $5.27M
40.8K $6.29M
HYGV
Flexshares Tr High Yield Value

ETFs
81.9K
+ 10.7%
$40.53 - $41.51 $3.32M - $3.4M
847K $34.5M
QLC
Flexshares Tr Us Quality Large

ETFs
28K
+ 5.16%
$64.39 - $68.9 $1.81M - $1.93M
572K $37.9M
IYC
Ishares U.S. Consumer Discreti

ETFs
25.8K
+ 313.32%
$85.96 - $101.28 $2.22M - $2.61M
34K $3.27M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
104K
+ 50.13%
$24.45 - $24.62 $2.53M - $2.55M
310K $7.6M
CBOE
Cboe Global Markets, Inc.

Financial Services
21.2K
+ 11.59%
$191.61 - $217.84 $4.05M - $4.61M
204K $39.8M
VCTR
Victory Capital Holdings, Inc.

Financial Services
23K
+ 22.89%
$54.76 - $72.24 $1.26M - $1.66M
124K $8.1M
QLYS
Qualys, Inc.

Technology
4.28K
+ 2.62%
$119.24 - $159.23 $511K - $682K
168K $23.6M
TREX
Trex CO Inc

Industrials
25.5K
+ 8.47%
$62.94 - $79.88 $1.61M - $2.04M
327K $22.6M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
45.6K
+ 39.1%
$56.46 - $67.59 $2.58M - $3.08M
162K $10.2M
HLIO
Helios Technologies, Inc.

Industrials
58.3K
+ 165.66%
$44.42 - $56.28 $2.59M - $3.28M
93.5K $4.17M
AYI
Acuity Brands Inc

Industrials
3.87K
+ 4.73%
$292.13 - $333.45 $1.13M - $1.29M
85.6K $25M
AEIS
Advanced Energy Industries Inc

Industrials
2.95K
+ 1.43%
$101.71 - $122.72 $300K - $362K
210K $24.3M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
71.8K
+ 299.06%
$36.36 - $43.93 $2.61M - $3.16M
95.8K $3.48M
CB
Chubb LTD

Financial Services
56.4K
+ 5.16%
$271.57 - $301.89 $15.3M - $17M
1.15M $318M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
65.3K
+ 9.06%
$50.02 - $51.24 $3.26M - $3.34M
785K $39.4M
STKL
Sun Opta Inc.

Consumer Defensive
161K
+ 17.27%
$5.72 - $7.89 $920K - $1.27M
1.09M $8.41M
LRGF
Ishares Tr

ETFs
30.6K
+ 7.92%
$58.25 - $63.26 $1.78M - $1.93M
417K $25.1M
EQH
Equitable Holdings, Inc.

Financial Services
35.2K
+ 22.93%
$41.59 - $50.4 $1.46M - $1.77M
189K $8.89M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
17.7K
+ 7.44%
$118.0 - $127.04 $2.08M - $2.24M
255K $31M
RS
Reliance Steel & Aluminum CO

Basic Materials
13.5K
+ 22.36%
$264.2 - $326.32 $3.57M - $4.41M
73.9K $19.9M
IBND
Spdr Bloomberg International C

ETFs
86.7K
+ 456.3%
$28.36 - $30.49 $2.46M - $2.64M
106K $3M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
149K
+ 5.57%
$24.55 - $25.16 $3.66M - $3.75M
2.83M $69.7M
ZS
Zscaler, Inc.

Technology
12.5K
+ 96.04%
$166.99 - $211.99 $2.09M - $2.66M
25.6K $4.61M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
55.8K
+ 15.01%
$24.92 - $32.79 $1.39M - $1.83M
427K $11.8M
FSS
Federal Signal Corp

Industrials
27.3K
+ 17.34%
$81.56 - $99.7 $2.23M - $2.72M
185K $17.1M
CLX
Clorox CO

Consumer Defensive
15.4K
+ 4.99%
$156.51 - $169.74 $2.41M - $2.61M
324K $52.6M
GSHD
Goosehead Insurance, Inc.

Financial Services
2.47K
+ 2.1%
$87.63 - $129.69 $217K - $320K
120K $12.9M
ESE
Esco Technologies Inc

Technology
15.7K
+ 25.57%
$120.68 - $151.38 $1.89M - $2.37M
77K $10.3M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
108K
+ 19.55%
$22.72 - $23.0 $2.46M - $2.49M
662K $15.1M
STLG
Ishares Factors Us Growth Styl

ETFs
45.6K
+ 450.85%
N/A
55.7K $2.8M
DV
Double Verify Holdings, Inc.

Technology
41K
+ 6.47%
$16.24 - $21.06 $666K - $864K
675K $13M
ONON
On Holding Ag

Consumer Cyclical
11K
+ 3.04%
$46.3 - $59.54 $509K - $654K
373K $20.4M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
83.5K
+ 463.18%
$25.22 - $28.15 $2.11M - $2.35M
102K $2.73M
SAIA
Saia Inc

Industrials
488
+ 0.44%
$411.44 - $569.08 $201K - $278K
111K $50.6M
Activity Summary
Buys All Purchases 2408 New Holdings 259 Increased Positions 2149 Sells All Sells 1859 Reductions 1859 Sold out 0 Options Calls 0 Puts 0
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