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
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
35.4K
+ 17.23%
$22.72 - $28.29 $805K - $1M
241K $6.36M
WCC
Wesco International Inc

Industrials
3.48K
+ 4.87%
$164.11 - $213.19 $572K - $743K
75K $13.6M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
59.6K
+ 6.79%
$26.55 - $26.67 $1.58M - $1.59M
937K $24.9M
PCEF
Invesco Cef Income Composite E

ETFs
147K
+ 6.39%
$19.05 - $19.86 $2.79M - $2.91M
2.44M $46.8M
INTF
Ishares Tr

ETFs
125K
+ 16.52%
$28.54 - $31.26 $3.58M - $3.92M
885K $25.4M
WTS
Watts Water Technologies Inc

Industrials
8.73K
+ 13.88%
$190.59 - $221.46 $1.66M - $1.93M
71.6K $14.6M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
334
+ 2.28%
$202.45 - $354.85 $67.6K - $119K
15K $4.63M
FMF
First Trust Managed Futures St

ETFs
30.9K
+ 7.91%
$46.63 - $49.57 $1.44M - $1.53M
421K $20M
DFAU
Dimensional ETF Tr

ETFs
26.9K
+ 5.31%
$39.27 - $42.38 $1.06M - $1.14M
534K $21.6M
GGG
Graco Inc

Industrials
26.1K
+ 11.79%
$81.45 - $92.29 $2.13M - $2.41M
248K $20.9M
AUB
Atlantic Union Bankshares Corp

Financial Services
37.5K
+ 11.41%
$36.13 - $43.55 $1.35M - $1.63M
366K $13.9M
JHG
Janus Henderson Group PLC

Financial Services
9.9K
+ 4.15%
$37.65 - $45.66 $373K - $452K
249K $10.6M
INTA
Intapp, Inc.

Technology
15.1K
+ 47.81%
$43.86 - $70.0 $661K - $1.06M
46.6K $2.99M
UPST
Upstart Holdings, Inc.

Financial Services
4.83K
+ 8.87%
$37.78 - $84.46 $182K - $408K
59.2K $3.65M
BIO
Bio Rad Laboratories, Inc.

Healthcare
6.29K
+ 6.37%
$313.15 - $374.28 $1.97M - $2.35M
105K $34.5M
UNM
Unum Group

Financial Services
6.56K
+ 9.03%
$58.88 - $77.07 $386K - $505K
79.1K $5.78M
HURN
Huron Consulting Group Inc.

Industrials
4.97K
+ 9.12%
$103.48 - $129.83 $514K - $645K
59.5K $7.39M
L
Loews Corp

Financial Services
6.06K
+ 3.61%
$76.49 - $87.05 $463K - $527K
174K $14.7M
OUNZ
Van Eck Merk Gold Trust

ETFs
60.1K
+ 7.8%
$24.72 - $26.9 $1.48M - $1.62M
830K $21M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
30.6K
+ 51.56%
$47.5 - $47.86 $1.45M - $1.46M
89.8K $4.27M
PATK
Patrick Industries Inc

Consumer Cyclical
67.9K
+ 96.03%
$82.71 - $146.16 $5.61M - $9.92M
139K $11.5M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
35.7K
+ 15.89%
$49.43 - $52.12 $1.76M - $1.86M
260K $12.9M
JPIB
Jpmorgan International Bond Op

ETFs
31K
+ 163.55%
$47.26 - $48.47 $1.47M - $1.5M
50K $2.36M
LAD
Lithia Motors Inc

Consumer Cyclical
1.01K
+ 3.76%
$303.15 - $394.27 $307K - $399K
28K $10M
PIPR
Piper Sandler Companies

Financial Services
1.57K
+ 2.71%
$280.53 - $348.81 $439K - $546K
59.3K $17.8M
BOCT
Innovator U.S. Equity Buffer E

ETFs
31.7K
+ 47.25%
$42.04 - $44.04 $1.33M - $1.4M
98.9K $4.28M
AGM
Federal Agricultural Mortgage Corp

Financial Services
3.93K
+ 5.79%
$181.72 - $216.45 $715K - $851K
71.8K $14.1M
HTAB
Hartford Fds Exchange Traded

ETFs
93.4K
+ 10.9%
$19.26 - $19.88 $1.8M - $1.86M
950K $18.4M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
106K
+ 25.18%
$97.29 - $122.68 $10.3M - $13M
527K $51.4M
FDUS
Fidus Investment Corp

Financial Services
50.4K
+ 20.15%
$19.1 - $21.49 $964K - $1.08M
301K $6.32M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
8.54K
+ 2.7%
$43.37 - $51.46 $370K - $440K
325K $15.7M
TOTR
T Rowe Price Exchange Traded F

ETFs
35.1K
New
$39.83 - $41.73 $1.4M - $1.46M
35.1K $1.4M
HSTM
Healthstream Inc

Healthcare
43.8K
New
$28.11 - $33.16 $1.23M - $1.45M
43.8K $1.39M
ENOV
Enovis Corp

Industrials
25.6K
+ 8.39%
$38.5 - $49.33 $986K - $1.26M
331K $14.5M
MYRG
Myr Group Inc.

Industrials
4.81K
+ 33.47%
$102.56 - $168.18 $493K - $808K
19.2K $2.85M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
92.6K
New
$14.59 - $16.93 $1.35M - $1.57M
92.6K $1.38M
ILMN
Illumina, Inc.

Healthcare
1.96K
+ 0.56%
$128.99 - $155.15 $252K - $303K
349K $46.6M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
38.9K
+ 214.15%
$34.64 - $35.72 $1.35M - $1.39M
57.1K $2.01M
GEF
Greif, Inc

Consumer Cyclical
24.3K
+ 34.85%
$60.32 - $72.15 $1.47M - $1.75M
94K $5.75M
POST
Post Holdings, Inc.

Consumer Defensive
15K
+ 5.91%
$106.14 - $120.72 $1.59M - $1.81M
269K $30.8M
LMAT
Lemaitre Vascular Inc

Healthcare
16.9K
+ 6.96%
$85.64 - $107.97 $1.45M - $1.82M
259K $23.9M
CBZ
Cbiz, Inc.

Industrials
4.15K
+ 5.85%
$63.78 - $83.43 $264K - $346K
75K $6.13M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
3.19K
+ 1.59%
$174.04 - $205.27 $554K - $654K
203K $36.7M
VSEC
Vse Corp

Industrials
14.1K
New
$83.31 - $121.36 $1.17M - $1.71M
14.1K $1.34M
IOO
Ishares Tr Global 100 ETF

ETFs
7.99K
+ 2.42%
$97.46 - $103.45 $778K - $826K
339K $34.1M
VNO
Vornado Realty Trust

Real Estate
14.8K
+ 5.5%
$38.63 - $45.76 $573K - $679K
285K $12M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
19K
+ 4.05%
$47.71 - $49.76 $907K - $946K
488K $23.9M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
76.4K
+ 30.13%
$20.28 - $21.2 $1.55M - $1.62M
330K $6.71M
LOB
Live Oak Bancshares, Inc.

Financial Services
48.7K
+ 64.09%
$38.65 - $50.22 $1.88M - $2.45M
125K $4.93M
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
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email