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
LBRT
Liberty Energy Inc.

Energy
42.3K
+ 7.1%
$16.68 - $20.84 $705K - $881K
638K $12.7M
BRX
Brixmor Property Group Inc.

Real Estate
58.3K
+ 17.23%
N/A
396K $9.01M
FINV
Fin Volution Group

Financial Services
195K
New
$5.75 - $7.13 $1.12M - $1.39M
195K $1.33M
BEKE
Ke Holdings Inc.

Real Estate
88K
+ 40.45%
$18.38 - $25.8 $1.62M - $2.27M
306K $5.66M
HGER
Harbor ETF Tr All Weather Infl
60.4K
+ 152.18%
$21.78 - $23.27 $1.32M - $1.41M
100K $2.22M
PNM
Pnm Resources Inc

Utilities
31.5K
+ 43.7%
N/A
104K $4.31M
IJUL
Innovator Etfs Tr

ETFs
53.6K
+ 52.7%
$27.59 - $29.25 $1.48M - $1.57M
155K $4.3M
AGO
Assured Guaranty LTD

Financial Services
6.58K
+ 9.76%
$79.0 - $94.69 $520K - $623K
74K $6.66M
PLMR
Palomar Holdings, Inc.

Financial Services
9.04K
+ 28.55%
$88.38 - $112.17 $799K - $1.01M
40.7K $4.3M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
45.8K
+ 139.2%
$17.13 - $34.23 $784K - $1.57M
78.7K $1.9M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
18.8K
+ 6.19%
$134.53 - $150.65 $2.53M - $2.83M
323K $43.7M
FNV
Franco Nevada Corp

Basic Materials
12.7K
+ 41.99%
$113.26 - $137.22 $1.44M - $1.74M
42.9K $5.05M
HRL
Hormel Foods Corp

Consumer Defensive
49.3K
+ 6.16%
$29.21 - $33.55 $1.44M - $1.65M
850K $26.7M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
118K
+ 77.95%
$10.71 - $11.38 $1.27M - $1.35M
270K $2.97M
RLI
Rli Corp

Financial Services
1.73K
+ 1.73%
$151.91 - $180.89 $263K - $313K
102K $16.8M
TNL
Travel & Leisure Co.

Consumer Cyclical
8.37K
+ 4.35%
$45.26 - $56.28 $379K - $471K
201K $10.1M
VRNT
Verint Systems Inc

Technology
38.7K
+ 114.31%
N/A
72.6K $2.37M
PEGA
Pegasystems Inc

Technology
8.06K
+ 31.75%
$69.42 - $97.28 $559K - $784K
33.4K $3.12M
CMF
Ishares California Muni Bond E

ETFs
28.6K
+ 6.28%
$56.66 - $58.1 $1.62M - $1.66M
485K $27.8M
NWS
News Corp New Cl B Com Stk (De

Communication Services
28.7K
+ 19.02%
$27.03 - $32.79 $775K - $940K
179K $5.46M
VIAV
Viavi Solutions Inc.

Technology
22.4K
+ 2.37%
$8.94 - $11.16 $200K - $250K
967K $9.77M
GNMA
Ishares Gnma Bond ETF

ETFs
31.2K
+ 61.09%
$42.8 - $44.74 $1.34M - $1.4M
82.3K $3.53M
IDA
Idacorp Inc

Utilities
2.02K
+ 1.22%
$100.11 - $118.96 $202K - $240K
168K $18.3M
GEMD
Goldman Sachs ETF Tr Access Em

ETFs
47.7K
+ 19.17%
$39.87 - $42.45 $1.9M - $2.02M
297K $11.8M
SANM
Sanmina Corp

Technology
47
+ 0.03%
$65.07 - $83.88 $3.06K - $3.94K
171K $12.9M
ACHR
Archer Aviation Inc.

Industrials
24.4K
+ 16.43%
$2.94 - $11.33 $71.7K - $276K
173K $1.69M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
48.3K
+ 8.17%
$46.52 - $48.32 $2.25M - $2.33M
639K $29.8M
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
36.2K
+ 10.38%
$46.0 - $47.12 $1.67M - $1.71M
385K $17.7M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
32.4K
+ 18.98%
$44.45 - $45.41 $1.44M - $1.47M
203K $9.02M
MINO
Pimco ETF Tr Municipal Income

ETFs
29.5K
+ 31.66%
$44.94 - $46.07 $1.33M - $1.36M
123K $5.54M
KRNT
Kornit Digital Ltd.

Industrials
25.4K
+ 29.93%
$22.89 - $32.91 $582K - $837K
110K $3.42M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
71.5K
+ 14.06%
$20.08 - $20.61 $1.44M - $1.47M
580K $11.7M
TIGR
Up Fintech Holding LTD

Financial Services
189K
New
$5.5 - $12.39 $1.04M - $2.34M
189K $1.22M
SFBS
Servis First Bancshares, Inc.

Financial Services
6.95K
+ 4.75%
$77.34 - $99.0 $538K - $688K
153K $13M
CSWC
Capital Southwest Corp

Financial Services
57.7K
+ 457.35%
$20.85 - $25.85 $1.2M - $1.49M
70.3K $1.53M
KAI
Kadant Inc

Industrials
2.77K
+ 7.86%
$316.45 - $422.93 $876K - $1.17M
38K $13.1M
AVDX
Avid Xchange Holdings, Inc.

Technology
20.5K
+ 4.61%
$7.66 - $11.59 $157K - $237K
465K $4.81M
CNHI
Cnh Industrial N.V.

Industrials
115K
+ 18.21%
N/A
743K $7.74M
PLXS
Plexus Corp

Technology
459
+ 0.81%
$133.8 - $168.44 $61.4K - $77.3K
57.2K $8.95M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
66.9K
+ 7.68%
$19.38 - $19.58 $1.3M - $1.31M
938K $18.2M
BANF
Bancfirst Corp

Financial Services
7.9K
+ 37.72%
$100.43 - $128.91 $794K - $1.02M
28.9K $3.38M
CVNA
Carvana Co.

Consumer Cyclical
810
+ 2.35%
$175.8 - $260.8 $142K - $211K
35.2K $7.17M
CINF
Cincinnati Financial Corp

Financial Services
1.04K
+ 0.77%
$132.86 - $160.16 $138K - $166K
135K $19.4M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
51.6K
+ 127.38%
$22.83 - $23.36 $1.18M - $1.21M
92.1K $2.11M
JMEE
J P Morgan Exchange Traded Fd

ETFs
20.1K
+ 22.45%
$60.1 - $66.4 $1.21M - $1.33M
109K $6.62M
AXSM
Axsome Therapeutics, Inc.

Healthcare
15K
+ 74.93%
$83.08 - $100.49 $1.25M - $1.51M
35.1K $2.97M
FMC
Fmc Corp

Basic Materials
57.4K
+ 61.3%
$47.86 - $66.62 $2.75M - $3.82M
151K $7.34M
AXS
Axis Capital Holdings LTD

Financial Services
5.62K
+ 7.6%
$78.26 - $94.05 $440K - $529K
79.7K $7.06M
FMAG
Fidelity Covington Tr

ETFs
37K
+ 71.57%
$30.3 - $32.46 $1.12M - $1.2M
88.8K $2.75M
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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