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
LNC
Lincoln National Corp

Financial Services
17.7K
+ 17.92%
$30.06 - $39.23 $533K - $695K
117K $4.19M
BANR
Banner Corp

Financial Services
17K
+ 141.43%
$62.19 - $71.35 $1.06M - $1.22M
29.1K $1.85M
CNO
Cno Financial Group, Inc.

Financial Services
21.7K
+ 65.59%
$35.99 - $42.34 $780K - $917K
54.7K $2.28M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
46.9K
+ 77.93%
$32.41 - $44.87 $1.52M - $2.11M
107K $3.48M
IMO
Imperial Oil LTD

Energy
5.11K
+ 8.08%
$62.41 - $73.34 $319K - $374K
68.3K $4.94M
PAYO
Payoneer Global Inc.

Technology
142K
New
$7.04 - $11.04 $1M - $1.57M
142K $1.04M
DAVA
Endava PLC

Technology
126K
+ 100.73%
$19.51 - $34.49 $2.46M - $4.35M
251K $4.9M
ESGB
Indexiq Active ETF Tr Iq Macka
49.1K
+ 225.84%
N/A
70.9K $1.48M
APA
Apa Corp

Energy
68.7K
+ 34.23%
$18.54 - $25.45 $1.27M - $1.75M
270K $5.67M
SIL
Global X Silver Miners ETF

ETFs
1.89K
+ 1.54%
$31.91 - $40.68 $60.4K - $77K
125K $4.91M
GCMG
Gcm Grosvenor Inc.

Financial Services
74.2K
+ 308.76%
$12.49 - $14.41 $927K - $1.07M
98.3K $1.3M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
9.72K
+ 377.07%
$89.88 - $110.11 $873K - $1.07M
12.3K $1.24M
VIV
Telefonica Brasil S.A.

Communication Services
63.2K
+ 16.38%
$7.5 - $9.4 $474K - $594K
449K $3.92M
JHG
Janus Henderson Group PLC

Financial Services
71.6K
+ 28.79%
$35.98 - $45.94 $2.57M - $3.29M
320K $11.6M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
91.7K
+ 6.7%
$49.85 - $56.22 $4.57M - $5.16M
1.46M $74.2M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
17.9K
+ 9.51%
$49.6 - $50.28 $886K - $898K
206K $10.3M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
66K
+ 100.67%
$10.52 - $13.61 $694K - $898K
132K $1.68M
POR
Portland General Electric CO

Utilities
11.9K
+ 2.5%
$40.56 - $45.24 $481K - $536K
487K $21.7M
LRGF
Ishares Tr

ETFs
34.8K
+ 8.36%
$56.95 - $63.95 $1.98M - $2.23M
451K $26.1M
FINV
Fin Volution Group

Financial Services
44.7K
+ 22.87%
$6.58 - $10.72 $294K - $479K
240K $2.31M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
31.7K
+ 175.09%
$28.16 - $31.35 $892K - $993K
49.8K $1.5M
EVER
Ever Quote, Inc.

Communication Services
37.5K
New
$17.84 - $29.71 $670K - $1.12M
37.5K $982K
BIT
Black Rock Multi Sector Income Trust

Financial Services
69.3K
+ 35.18%
$14.43 - $14.85 $1M - $1.03M
266K $3.86M
NVST
Envista Holdings Corp

Healthcare
71.8K
+ 55.73%
$16.25 - $22.15 $1.17M - $1.59M
201K $3.46M
UDR
Udr, Inc.

Real Estate
16K
+ 11.29%
$40.09 - $46.04 $641K - $737K
158K $7.12M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
7.48K
+ 1.2%
$42.18 - $45.16 $315K - $338K
631K $27.9M
LOGI
Logitech International S.A.

Technology
8.97K
+ 8.9%
$81.64 - $105.06 $732K - $942K
110K $9.26M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
47.1K
+ 5.02%
$19.42 - $19.54 $915K - $921K
985K $19.2M
SRAD
Sportradar Group Ag

Technology
38.7K
+ 129.57%
$17.44 - $22.99 $675K - $889K
68.5K $1.48M
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
8.08K
+ 3.1%
$48.95 - $52.36 $395K - $423K
268K $13.8M
ALGM
Allegro Microsystems, Inc.

Technology
28.2K
+ 36.7%
$21.77 - $28.31 $613K - $798K
105K $2.64M
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
130K
New
$7.08 - $9.52 $918K - $1.23M
130K $959K
BASE
Couchbase, Inc.

Technology
60.9K
New
$13.17 - $19.14 $802K - $1.17M
60.9K $958K
CASH
Meta Financial Group Inc

Financial Services
13.3K
+ 73.37%
$69.94 - $81.54 $927K - $1.08M
31.3K $2.28M
LTC
Ltc Properties Inc

Real Estate
25.4K
+ 45.11%
$33.46 - $36.14 $849K - $917K
81.6K $2.89M
YLD
Principal Exchange Traded Fds

ETFs
53.6K
+ 9.82%
$19.03 - $19.51 $1.02M - $1.04M
599K $11.4M
GTN
Gray Television Inc

Communication Services
134K
+ 42.05%
$3.21 - $5.19 $429K - $694K
451K $1.95M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
62.1K
+ 11.38%
$14.22 - $14.83 $883K - $921K
608K $8.79M
ENFR
Alerian Energy Infrastructure

ETFs
26.2K
+ 52.29%
$30.27 - $34.12 $793K - $894K
76.3K $2.5M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
35.9K
New
$25.39 - $26.03 $912K - $935K
35.9K $932K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
40.2K
+ 3.91%
$43.63 - $46.01 $1.75M - $1.85M
1.07M $47.1M
PARA
Paramount Global

Communication Services
66.6K
+ 77.82%
$10.16 - $12.14 $677K - $808K
152K $1.82M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
30.6K
+ 111.27%
$28.37 - $29.61 $867K - $905K
58.1K $1.7M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
30.6K
+ 36.23%
$34.58 - $38.65 $1.06M - $1.18M
115K $4.05M
PMAR
Innovator U.S. Equity Power Bu

ETFs
23.6K
+ 28.07%
$39.51 - $41.0 $933K - $968K
108K $4.3M
XPRO
Expro Group Holdings N.V.

Energy
159K
+ 60.39%
$9.94 - $14.83 $1.58M - $2.36M
423K $4.21M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
22.5K
+ 32.73%
$36.46 - $39.9 $819K - $896K
91.1K $3.49M
PINC
Premier, Inc.

Healthcare
47.4K
New
$17.46 - $23.0 $828K - $1.09M
47.4K $914K
MSTR
Microstrategy Inc

Technology
3.23K
+ 20.33%
$239.27 - $396.5 $774K - $1.28M
19.1K $5.52M
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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