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
USCI
United States Commodity Index Funds Trust

ETFs
9.97K
New
$61.93 - $66.56 $617K - $663K
9.97K $658K
ABC
Amerisourcebergen Corp

Healthcare
3.55K
+ 0.61%
N/A
589K $109M
DHS
Wisdomtree Tr U.S

ETFs
7.56K
+ 6.57%
$92.66 - $100.58 $701K - $760K
123K $11.4M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
1.24K
+ 2.26%
$58.32 - $85.45 $72.5K - $106K
56.3K $4.17M
EEMA
Ishares Msci Emerging Markets

ETFs
14.4K
+ 25.24%
$71.65 - $82.07 $1.03M - $1.18M
71.6K $5.13M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
19.6K
+ 16.01%
$25.57 - $30.9 $501K - $605K
142K $3.9M
ARCH
Arch Resources, Inc.

Energy
3.14K
+ 4.98%
$134.17 - $175.55 $421K - $550K
66K $9.33M
BYD
Boyd Gaming Corp

Consumer Cyclical
3.14K
+ 6.07%
$62.5 - $75.64 $196K - $237K
54.9K $3.98M
CPK
Chesapeake Utilities Corp

Utilities
7.59K
+ 7.44%
$116.24 - $133.18 $882K - $1.01M
109K $13.3M
NJR
New Jersey Resources Corp

Utilities
14K
+ 36.64%
$45.17 - $51.61 $630K - $720K
52K $2.43M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
8.68K
+ 5.34%
$76.72 - $82.83 $666K - $719K
171K $13.2M
OBE
Obsidian Energy Ltd.

Energy
106K
+ 280.09%
$4.91 - $6.36 $522K - $676K
144K $839K
SNV
Synovus Financial Corp

Financial Services
6.31K
+ 14.21%
$42.5 - $58.73 $268K - $371K
50.7K $2.6M
IXC
Ishares Tr Global Energy ETF

ETFs
69.8K
+ 7.86%
$36.95 - $43.06 $2.58M - $3.01M
958K $36.6M
WINA
Winmark Corp

Consumer Cyclical
1.15K
+ 6.81%
$352.4 - $422.31 $404K - $484K
18K $7.07M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
13.1K
+ 7.65%
$39.78 - $41.04 $522K - $538K
185K $7.49M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
63.1K
+ 191.5%
$9.64 - $10.11 $608K - $638K
96K $941K
SEMR
Se Mrush Holdings, Inc.

Technology
51.2K
New
$11.84 - $15.24 $606K - $781K
51.2K $608K
VITL
Vital Farms, Inc.

Consumer Defensive
11.7K
+ 18.52%
$28.13 - $40.91 $330K - $480K
75.1K $2.83M
MEOH
Methanex Corp

Basic Materials
4.74K
+ 11.02%
$38.97 - $49.94 $185K - $237K
47.7K $2.38M
DFAR
Dimensional ETF Tr Dimensional

ETFs
35.4K
+ 37.75%
$22.72 - $25.76 $804K - $912K
129K $3.01M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
13.7K
+ 6.28%
$45.26 - $61.17 $619K - $837K
231K $13.3M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
29.7K
+ 9.05%
$40.84 - $42.74 $1.21M - $1.27M
357K $14.6M
DBAW
Xtrackers Msci All World Ex Us

ETFs
18.6K
+ 38.36%
$33.55 - $35.42 $625K - $660K
67.2K $2.28M
AVA
Avista Corp

Utilities
31.4K
+ 11.82%
$35.46 - $39.23 $1.11M - $1.23M
297K $10.9M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
21.9K
New
$26.69 - $28.53 $585K - $625K
21.9K $585K
MGRC
Mcgrath Rentcorp

Industrials
4.52K
+ 37.73%
$103.9 - $122.55 $470K - $554K
16.5K $1.85M
GBDC
Golub Capital Bdc, Inc.

Financial Services
36.8K
+ 10.96%
$14.69 - $15.67 $540K - $576K
372K $5.65M
HIMX
Himax Technologies, Inc.

Technology
4.14K
+ 1.94%
$5.14 - $9.71 $21.3K - $40.2K
218K $1.75M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
27.4K
+ 27.36%
$24.5 - $25.72 $671K - $704K
127K $3.13M
QUBT
Quantum Computing Inc.

Technology
32K
New
$0.64 - $21.61 $20.5K - $691K
32K $558K
ZM
Zoom Video Communications, Inc.

Technology
3.06K
+ 11.75%
$67.21 - $89.03 $206K - $273K
29.1K $2.38M
JPRE
J P Morgan Exchange Traded Fd

ETFs
12.3K
+ 175.62%
$46.45 - $51.64 $571K - $635K
19.3K $912K
CARG
Car Gurus, Inc.

Communication Services
10.6K
+ 41.47%
$29.05 - $38.78 $308K - $412K
36.2K $1.32M
ECC
Eagle Point Credit CO Inc.

Financial Services
80.6K
+ 48.49%
$8.7 - $9.98 $701K - $805K
247K $2.19M
ANGO
Angiodynamics Inc

Healthcare
18.3K
+ 6.57%
$5.88 - $9.33 $107K - $170K
296K $2.71M
DUSA
Davis Fundamental ETF Tr

ETFs
12.8K
+ 44.15%
$40.91 - $45.07 $523K - $576K
41.7K $1.76M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
74.8K
+ 12.99%
$31.92 - $36.14 $2.39M - $2.7M
651K $20.8M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
15.6K
+ 109.73%
$34.96 - $35.65 $545K - $555K
29.8K $1.04M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
1.51K
+ 1.25%
$28.61 - $42.55 $43.1K - $64.1K
122K $4.4M
ELAN
Elanco Animal Health Inc

Healthcare
73.8K
+ 53.48%
$11.63 - $14.67 $859K - $1.08M
212K $2.57M
ARHS
Arhaus, Inc.

Consumer Cyclical
57.3K
New
$8.48 - $11.76 $486K - $674K
57.3K $538K
NTNX
Nutanix, Inc.

Technology
7.73K
+ 22.76%
$56.46 - $73.18 $436K - $566K
41.7K $2.55M
CSM
Proshares Large Cap Core Plus

ETFs
6.42K
+ 4.36%
$64.59 - $69.02 $415K - $443K
154K $10.2M
YMM
Full Truck Alliance Co. Ltd.

Technology
49.6K
New
$8.25 - $12.28 $410K - $610K
49.6K $537K
PY
Principal Exchange Traded Fund

ETFs
20.1K
+ 2.49%
$48.87 - $52.48 $982K - $1.05M
825K $40.9M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
7.28K
+ 9.66%
$37.84 - $44.21 $276K - $322K
82.7K $3.44M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
13K
+ 81.17%
$42.35 - $47.59 $549K - $617K
28.9K $1.23M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
11.3K
+ 4.48%
$41.09 - $45.94 $465K - $520K
264K $11.1M
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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