Envestnet Asset Management Inc Purchases in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGNC
Agnc Investment Corp.

Real Estate
122K
+ 8.42%
$9.12 - $10.54 $1.11M - $1.28M
1.57M $15M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
5.9K
+ 1.82%
$47.45 - $51.96 $280K - $307K
329K $17.1M
NOV
Nov Inc.

Energy
87.9K
+ 15.13%
$13.99 - $16.43 $1.23M - $1.44M
669K $10.2M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
65.7K
+ 51.52%
$24.21 - $25.09 $1.59M - $1.65M
193K $4.83M
CNHI
Cnh Industrial N.V.

Industrials
161K
+ 21.63%
N/A
904K $9.42M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
23.7K
+ 4.01%
$27.47 - $30.62 $650K - $725K
614K $18.2M
UBS
Ubs Group Ag

Financial Services
37.4K
+ 2.23%
$30.28 - $35.78 $1.13M - $1.34M
1.72M $52.6M
RL
Ralph Lauren Corp

Consumer Cyclical
17.7K
+ 8.07%
$215.68 - $286.74 $3.82M - $5.08M
237K $52.4M
ORI
Old Republic International Corp

Financial Services
25.5K
+ 11.6%
$33.46 - $39.22 $852K - $998K
245K $9.6M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.69K
+ 0.63%
$58.32 - $65.09 $273K - $305K
753K $45.3M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
31.3K
+ 18.25%
$49.52 - $50.2 $1.55M - $1.57M
203K $10.2M
NFRA
Flexshares Stoxx Global Broad

ETFs
19.8K
+ 13.61%
$53.37 - $57.8 $1.06M - $1.15M
166K $9.55M
IDA
Idacorp Inc

Utilities
4.11K
+ 2.45%
$105.58 - $119.04 $434K - $489K
172K $19.9M
FLGB
Franklin Templeton ETF Tr

ETFs
37.9K
+ 17.3%
$25.73 - $29.17 $974K - $1.1M
257K $7.36M
BSCV
Invesco ETF Self Indexed Fd Tr
95.8K
+ 40.26%
$15.87 - $16.38 $1.52M - $1.57M
334K $5.44M
ENSG
Ensign Group, Inc

Healthcare
21.5K
+ 6.39%
$125.4 - $148.86 $2.7M - $3.2M
358K $46.4M
LNTH
Lantheus Holdings, Inc.

Healthcare
6.66K
+ 5.67%
$78.23 - $110.01 $521K - $733K
124K $12.1M
TME
Tencent Music Entertainment Group

Communication Services
37.1K
+ 10.59%
$10.28 - $15.09 $381K - $560K
387K $5.58M
DINO
Hf Sinclair Corp

Energy
56.6K
+ 47.28%
$30.66 - $38.48 $1.74M - $2.18M
176K $5.8M
SAGP
Advisors Inner Circle Fd Iii S
33.5K
+ 9.56%
$28.16 - $30.84 $944K - $1.03M
384K $11.6M
RGLD
Royal Gold Inc

Basic Materials
8.46K
+ 127.96%
$132.55 - $163.51 $1.12M - $1.38M
15.1K $2.46M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
8.43K
+ 68.65%
$218.17 - $305.86 $1.84M - $2.58M
20.7K $4.57M
SKM
Sk Telecom CO LTD

Communication Services
73.4K
+ 87.08%
$20.91 - $23.05 $1.54M - $1.69M
158K $3.35M
AVUV
American Centy ETF Tr Avantis

ETFs
213K
+ 11.72%
$84.95 - $100.62 $18.1M - $21.4M
2.03M $177M
BOH
Bank Of Hawaii Corp

Financial Services
27.6K
+ 18.06%
$65.97 - $75.81 $1.82M - $2.09M
180K $12.4M
PIPR
Piper Sandler Companies

Financial Services
18.8K
+ 31.66%
$244.29 - $323.68 $4.59M - $6.08M
78.1K $19.3M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
73.6K
+ 9.55%
$20.64 - $20.73 $1.52M - $1.53M
845K $17.5M
AFIF
Two Rds Shared Tr

ETFs
167K
+ 193.21%
$9.15 - $9.25 $1.52M - $1.54M
253K $2.33M
PRN
Invesco Dwa Industrials Moment

ETFs
12K
+ 160.28%
$134.74 - $169.56 $1.62M - $2.04M
19.5K $2.69M
RPRX
Royalty Pharma PLC

Healthcare
37.1K
+ 55.58%
$25.75 - $33.86 $955K - $1.26M
104K $3.23M
TBUX
T Rowe Price Exchange Traded F

ETFs
30.8K
+ 103.81%
$49.57 - $49.82 $1.53M - $1.53M
60.4K $3M
UTZ
Utz Brands, Inc.

Consumer Defensive
183K
+ 27.46%
$13.18 - $15.15 $2.41M - $2.77M
850K $12M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
31.5K
+ 26.56%
$55.58 - $62.24 $1.75M - $1.96M
150K $8.47M
MRSK
Toews Agility Shares Managed R

Technology
49.8K
+ 115.38%
$31.27 - $33.98 $1.56M - $1.69M
93K $2.94M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
66.3K
+ 54.94%
$22.31 - $22.79 $1.48M - $1.51M
187K $4.22M
WETF
Wisdom Tree Investments, Inc.

Financial Services
274K
+ 51.17%
N/A
808K $4.41M
SLM
Slm Corp

Financial Services
40.4K
+ 24.21%
$26.95 - $32.54 $1.09M - $1.31M
207K $6.08M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.22K
+ 1.3%
$42.3 - $53.69 $179K - $227K
329K $17.1M
ITUB
Itau Unibanco Holding S.A.

Financial Services
164K
+ 15.58%
$4.87 - $6.28 $798K - $1.03M
1.22M $6.69M
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
294K
New
$4.96 - $5.64 $1.46M - $1.66M
294K $1.46M
PBA
Pembina Pipeline Corp

Energy
12.5K
+ 4.05%
$35.13 - $40.12 $440K - $502K
321K $12.9M
IG
Principal Fds Principal Invt G

ETFs
36.9K
+ 1.79%
$20.07 - $20.84 $740K - $769K
2.09M $43.2M
IOT
Samsara Inc.

Technology
44.3K
+ 91.3%
$34.06 - $60.96 $1.51M - $2.7M
92.9K $3.56M
PSO
Pearson PLC

Communication Services
89.9K
+ 146.34%
$15.45 - $17.75 $1.39M - $1.6M
151K $2.42M
DFSV
Dimensional ETF Tr Dimensional

ETFs
147K
+ 14.27%
$27.56 - $32.1 $4.06M - $4.73M
1.18M $33.2M
GTY
Getty Realty Corp

Real Estate
36.6K
+ 13.32%
$29.11 - $31.4 $1.07M - $1.15M
312K $9.72M
BXP
Boston Properties Inc

Real Estate
60.7K
+ 16.42%
$63.97 - $74.91 $3.88M - $4.55M
430K $28.9M
DXPE
Dxp Enterprises Inc

Industrials
17.3K
New
$76.67 - $107.03 $1.32M - $1.85M
17.3K $1.42M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
20.2K
New
$68.32 - $78.49 $1.38M - $1.59M
20.2K $1.42M
Activity Summary
Buys All Purchases 2615 New Holdings 221 Increased Positions 2394 Sells All Sells 1701 Reductions 1701 Sold out 0 Options Calls 0 Puts 0
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