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
FUTU
Futu Holdings LTD

Financial Services
14.5K
New
$79.99 - $128.93 $1.16M - $1.87M
14.5K $1.16M
THG
Hanover Insurance Group, Inc.

Financial Services
3.15K
+ 3.09%
$144.81 - $165.01 $456K - $520K
105K $16.2M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
48.9K
+ 69.32%
$23.55 - $23.9 $1.15M - $1.17M
120K $2.82M
CWK
Cushman & Wakefield PLC

Real Estate
96.8K
+ 43.17%
$12.34 - $15.48 $1.19M - $1.5M
321K $4.2M
SAMT
Advisors Inn.Circle Fd Iii Str
20.8K
+ 5.4%
$27.63 - $31.15 $575K - $648K
406K $11.8M
PSMT
Pricesmart Inc

Consumer Defensive
11.8K
+ 11.63%
$83.08 - $96.92 $980K - $1.14M
113K $10.4M
UCTT
Ultra Clean Holdings, Inc.

Technology
31.3K
New
$33.45 - $40.93 $1.05M - $1.28M
31.3K $1.13M
ERJ
Embraer S.A.

Industrials
22.6K
+ 10.3%
$32.46 - $40.0 $734K - $904K
242K $8.88M
MUSI
American Centy ETF Tr Multisec

ETFs
30.2K
+ 24.73%
$43.08 - $44.5 $1.3M - $1.34M
152K $6.56M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
39K
+ 94.49%
$26.5 - $28.18 $1.03M - $1.1M
80.3K $2.22M
BKH
Black Hills Corp

Utilities
20.3K
+ 60.18%
$57.6 - $64.66 $1.17M - $1.31M
54.1K $3.17M
GRAB
Grab Holdings LTD

Technology
216K
+ 250.97%
$3.6 - $5.67 $778K - $1.23M
302K $1.43M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
12K
+ 22.41%
$104.34 - $118.84 $1.25M - $1.43M
65.6K $6.84M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
27.6K
New
$35.42 - $41.87 $978K - $1.16M
27.6K $1.1M
CFLT
Confluent, Inc.

Technology
9.14K
+ 8.3%
$18.9 - $33.66 $173K - $308K
119K $3.34M
CTS
Cts Corp

Technology
2.85K
+ 1.33%
$46.79 - $58.97 $133K - $168K
218K $11.5M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
29.1K
+ 19.58%
$165.45 - $196.93 $4.81M - $5.73M
178K $29.4M
CARS
Cars.Com Inc.

Consumer Cyclical
51.9K
+ 17.34%
$15.18 - $20.1 $788K - $1.04M
351K $6.09M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
51.8K
+ 7.2%
$20.6 - $20.71 $1.07M - $1.07M
771K $15.9M
ACI
Albertsons Companies, Inc.

Consumer Defensive
48.8K
+ 54.41%
$18.01 - $19.92 $878K - $971K
138K $2.72M
HCKT
Hackett Group, Inc.

Technology
952
+ 0.41%
$24.22 - $32.32 $23.1K - $30.8K
233K $7.15M
NANR
Spdr Index Shs Fds S&P North A

ETFs
30.8K
+ 32.53%
$50.02 - $58.31 $1.54M - $1.8M
126K $6.42M
TW
Tradeweb Markets Inc.

Financial Services
4.84K
+ 8.37%
$124.87 - $136.32 $604K - $660K
62.7K $8.2M
WSBC
Wesbanco Inc

Financial Services
12.8K
+ 5.59%
$28.7 - $36.45 $367K - $466K
242K $7.86M
TRMK
Trustmark Corp

Financial Services
9.48K
+ 4.77%
$30.94 - $39.97 $293K - $379K
208K $7.37M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
53K
+ 398.05%
$13.3 - $21.42 $705K - $1.13M
66.3K $1.23M
SNDR
Schneider National, Inc.

Industrials
21K
+ 3.8%
$26.97 - $33.61 $567K - $706K
575K $16.8M
XMTR
Xometry, Inc.

Industrials
8.97K
+ 34.08%
$17.17 - $44.66 $154K - $401K
35.3K $1.51M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
26.3K
+ 119.45%
$33.74 - $36.85 $887K - $969K
48.3K $1.77M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
11.8K
+ 37.08%
$85.41 - $87.1 $1.01M - $1.03M
43.5K $3.76M
FSIG
First Tr ETF Iv LTD Duration I
79.1K
+ 5.48%
$18.8 - $19.23 $1.49M - $1.52M
1.52M $28.7M
DFSV
Dimensional ETF Tr Dimensional

ETFs
33.5K
+ 3.36%
$30.18 - $33.87 $1.01M - $1.14M
1.03M $31.7M
REZ
Ishares Tr Residential And Mul

ETFs
25.1K
+ 19.06%
$79.04 - $89.77 $1.99M - $2.26M
157K $12.7M
H
Hyatt Hotels Corp

Consumer Cyclical
3.03K
+ 2.76%
$143.07 - $164.62 $433K - $498K
113K $17.7M
KD
Kyndryl Holdings, Inc.

Technology
19.1K
+ 64.35%
$22.43 - $35.79 $428K - $683K
48.7K $1.69M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
58.8K
+ 19.52%
$15.9 - $17.05 $934K - $1M
360K $5.98M
XYLD
Global X Fds S&P 500 Covered C

ETFs
18.3K
+ 3.18%
$40.86 - $43.42 $747K - $794K
594K $24.9M
IWC
Russell Micro Cap ETF

ETFs
3.65K
+ 5.0%
$120.3 - $138.84 $439K - $507K
76.7K $10M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
29.8K
+ 25.45%
$16.15 - $20.36 $482K - $608K
147K $2.93M
RELY
Remitly Global, Inc.

Technology
37K
+ 221.46%
$12.69 - $23.07 $470K - $855K
53.8K $1.21M
BSCU
Invesco Exc Self Ind Tr

ETFs
104K
+ 8.51%
$16.32 - $16.99 $1.69M - $1.76M
1.32M $21.6M
UFPT
Ufp Technologies Inc

Healthcare
7.87K
+ 60.75%
$238.73 - $346.29 $1.88M - $2.72M
20.8K $5.09M
SHYD
Vaneck Short High Yield Muni E

ETFs
59K
+ 4.17%
$22.45 - $22.81 $1.32M - $1.35M
1.47M $33.1M
UI
Ubiquiti Inc.

Technology
1.2K
+ 22.63%
$223.6 - $362.72 $269K - $436K
6.51K $2.16M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
20.2K
+ 20.41%
$49.84 - $59.6 $1.01M - $1.2M
119K $6.32M
GWRE
Guidewire Software, Inc.

Technology
21.8K
+ 11.61%
$168.58 - $207.12 $3.68M - $4.52M
210K $35.3M
SLB
Schlumberger Limited

Energy
132K
+ 11.68%
$36.83 - $45.59 $4.85M - $6M
1.26M $48.3M
ZLAB
Zai Lab LTD

Healthcare
37.3K
New
$24.61 - $33.18 $917K - $1.24M
37.3K $976K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
15.1K
+ 201.61%
$63.64 - $71.85 $963K - $1.09M
22.6K $1.45M
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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