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
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
42.3K
+ 26.92%
$23.48 - $23.73 $993K - $1M
199K $4.7M
CNXC
Concentrix Corp

Technology
42.8K
+ 38.69%
$37.26 - $52.63 $1.59M - $2.25M
153K $6.64M
SMPL
Simply Good Foods CO

Consumer Defensive
8.04K
+ 5.18%
$32.46 - $40.01 $261K - $322K
163K $6.36M
HTLF
Heartland Financial Usa Inc

Financial Services
4.89K
+ 3.41%
$54.47 - $69.06 $266K - $338K
148K $9.09M
CHTR
Charter Communications, Inc.

Communication Services
1.37K
+ 5.18%
$315.38 - $408.02 $432K - $559K
27.8K $9.54M
BLFS
Biolife Solutions Inc

Healthcare
31.2K
+ 18.6%
$20.47 - $27.47 $638K - $856K
199K $5.16M
STLD
Steel Dynamics Inc

Basic Materials
9.82K
+ 4.62%
N/A
222K $21.8M
CBSH
Commerce Bancshares Inc

Financial Services
2.92K
+ 1.09%
$57.04 - $74.36 $167K - $217K
271K $16.9M
NPO
Enpro Industries, Inc

Industrials
1.99K
+ 3.31%
$145.61 - $195.16 $290K - $389K
62.2K $10.7M
RLJ
Rlj Lodging Trust

Real Estate
90.6K
+ 277.47%
$8.77 - $10.68 $795K - $968K
123K $1.26M
RDWR
Radware LTD

Technology
42K
+ 424.55%
$21.63 - $24.52 $909K - $1.03M
51.9K $1.17M
TWST
Twist Bioscience Corp

Healthcare
19.3K
+ 53.94%
$36.89 - $52.7 $713K - $1.02M
55.2K $2.56M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
54.6K
+ 22.81%
$21.43 - $22.55 $1.17M - $1.23M
294K $6.33M
UNOV
Earth Science Tech, Inc.

ETFs
27K
+ 411.11%
$33.84 - $35.03 $913K - $945K
33.5K $1.16M
DGII
Digi International Inc

Technology
1.47K
+ 0.45%
$27.66 - $33.88 $40.7K - $49.8K
332K $10M
KLIC
Kulicke & Soffa Industries Inc

Technology
15.2K
+ 10.07%
$42.42 - $50.54 $643K - $766K
166K $7.73M
OXM
Oxford Industries Inc

Consumer Cyclical
18.7K
+ 27.79%
$72.62 - $86.4 $1.35M - $1.61M
85.8K $6.76M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
14.7K
+ 10.21%
$89.9 - $100.66 $1.32M - $1.48M
159K $14.3M
QTEC
First Trust Nasdaq 100 Technol

ETFs
7.83K
+ 4.36%
$185.87 - $204.12 $1.45M - $1.6M
187K $35.2M
AIT
Applied Industrial Technologies Inc

Industrials
485
+ 0.97%
$220.05 - $280.49 $107K - $136K
50.3K $12M
EMLP
First Tr Exchange Traded Iv

ETFs
5.97K
+ 1.75%
$33.69 - $38.24 $201K - $228K
347K $12.4M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
69K
+ 188.66%
$13.9 - $17.11 $960K - $1.18M
106K $1.51M
AINV
Apollo Investment Corp

Financial Services
81.7K
+ 269.97%
N/A
112K $1.24M
AMBA
Ambarella Inc

Technology
923
+ 1.8%
$54.22 - $76.22 $50K - $70.4K
52.3K $3.81M
CBU
Community Bank System, Inc.

Financial Services
10.8K
+ 16.79%
$56.38 - $71.45 $609K - $772K
75.2K $4.64M
RRC
Range Resources Corp

Energy
11.3K
+ 11.87%
$29.77 - $36.41 $335K - $410K
106K $3.82M
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
15K
+ 493.06%
$60.55 - $65.95 $908K - $989K
18K $1.1M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
43.1K
+ 143.33%
$20.78 - $21.38 $895K - $920K
73.1K $1.53M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
39K
+ 48.49%
$25.79 - $27.56 $1M - $1.07M
119K $3.11M
RYLD
Global X Fds Russell 2000 Cove

ETFs
51.1K
+ 17.91%
$15.97 - $16.79 $815K - $857K
336K $5.49M
NRZ
New Residential Investment Corp.

Real Estate
122K
+ 144.45%
N/A
206K $1.49M
MTLS
Materialise Nv

Technology
125K
New
$4.99 - $8.44 $622K - $1.05M
125K $878K
EFSC
Enterprise Financial Services Corp

Financial Services
4.64K
+ 3.85%
$49.0 - $61.38 $227K - $285K
125K $7.06M
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
14.9K
New
$58.76 - $65.49 $876K - $976K
14.9K $875K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
19.9K
+ 11.87%
$49.58 - $50.28 $988K - $1M
188K $9.34M
PRVA
Privia Health Group, Inc.

Healthcare
3.8K
+ 0.64%
$16.82 - $22.8 $63.8K - $86.5K
594K $11.6M
PKB
Invesco Exchange Traded Fd Tr

ETFs
11.9K
+ 151.34%
$75.72 - $88.37 $900K - $1.05M
19.7K $1.49M
CDXS
Codexis, Inc.

Healthcare
111K
+ 55.5%
$2.91 - $5.81 $322K - $642K
310K $1.48M
NMFC
New Mountain Finance Corp

Financial Services
80.3K
+ 139.76%
$10.68 - $11.94 $858K - $959K
138K $1.55M
VSLU
ETF Opportunities Tr Applied F
21.9K
+ 22.08%
$35.67 - $37.88 $782K - $831K
121K $4.44M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
39.8K
+ 162.21%
$19.73 - $23.93 $786K - $953K
64.4K $1.34M
STWD
Starwood Property Trust, Inc.

Real Estate
73.6K
+ 19.54%
$18.95 - $20.37 $1.39M - $1.5M
450K $8.53M
RFDA
Alps ETF Tr Riverfront Dynamic

ETFs
12.8K
+ 7.16%
$54.24 - $58.67 $692K - $748K
191K $10.7M
FLGV
Franklin Templeton ETF Trfrank

ETFs
47.6K
+ 41.83%
$20.03 - $21.07 $953K - $1M
161K $3.25M
SPBC
Simplify Exch Trad Fds Simplif

ETFs
21.3K
+ 165.74%
$35.88 - $40.8 $763K - $868K
34.1K $1.32M
BECN
Beacon Roofing Supply Inc

Industrials
1.51K
+ 3.28%
$84.82 - $113.77 $128K - $171K
47.5K $4.82M
FTHI
First Trust Exchange Traded Fd

ETFs
33.1K
+ 11.18%
$22.89 - $24.02 $757K - $795K
329K $7.66M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
36K
+ 12.58%
$19.23 - $20.44 $692K - $736K
322K $6.47M
BUG
Global X Fds Cybersecurity ETF

ETFs
22.6K
+ 22.87%
$30.13 - $34.51 $682K - $781K
122K $3.9M
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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