Envestnet Asset Management Inc Purchases in Q3 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BWX
Spdr Bloomberg International T

ETFs
25.4K
+ 3.99%
$21.34 - $23.47 $542K - $596K
661K $15.4M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
19.2K
+ 4.85%
$55.83 - $66.22 $1.07M - $1.27M
415K $26.2M
STAG
Stag Industrial, Inc.

Real Estate
11.6K
+ 2.57%
$35.42 - $40.98 $409K - $473K
461K $18M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
38.2K
+ 181.04%
$47.43 - $47.88 $1.81M - $1.83M
59.3K $2.81M
JBHT
Hunt J B Transport Services Inc

Industrials
1.89K
+ 1.57%
$155.54 - $176.97 $294K - $334K
122K $21M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
14.5K
+ 7.21%
$27.45 - $34.49 $398K - $500K
216K $7.37M
BPOP
Popular, Inc.

Financial Services
8.64K
+ 11.17%
$85.64 - $104.28 $740K - $900K
85.9K $8.62M
AHYB
American Centy ETF Tr Select H
20.5K
+ 3.36%
$45.05 - $46.66 $924K - $957K
630K $29.4M
UMH
Umh Properties, Inc.

Real Estate
11.6K
+ 2.74%
$16.04 - $20.43 $185K - $236K
433K $8.53M
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
50.2K
+ 57.57%
$28.54 - $31.37 $1.43M - $1.57M
137K $4.3M
PPG
Ppg Industries Inc

Basic Materials
428
+ 0.16%
$118.32 - $134.55 $50.6K - $57.6K
260K $34.5M
FBK
Fb Financial Corp

Financial Services
3.02K
+ 1.47%
$38.04 - $49.23 $115K - $149K
208K $9.76M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
22.3K
+ 1.89%
$19.48 - $20.97 $434K - $467K
1.2M $25M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.92K
+ 0.78%
$71.9 - $79.86 $138K - $154K
248K $19.7M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
16.6K
+ 59.04%
$82.69 - $94.63 $1.37M - $1.57M
44.6K $4.14M
RECS
Columbia ETF Tr I

ETFs
50.7K
+ 310.28%
$30.74 - $33.91 $1.56M - $1.72M
67K $2.27M
FDN
First Tr Fd Dow Jones

ETFs
392
+ 0.16%
$183.68 - $212.48 $72K - $83.3K
241K $51M
OGS
One Gas, Inc.

Utilities
2.18K
+ 1.47%
$62.22 - $74.44 $136K - $162K
151K $11.2M
CRTO
Criteo S.A.

Communication Services
38.7K
+ 55.67%
$37.88 - $49.66 $1.47M - $1.92M
108K $4.36M
UPST
Upstart Holdings, Inc.

Financial Services
34.9K
+ 179.37%
$22.9 - $44.11 $800K - $1.54M
54.4K $2.18M
PYCR
Paycor Hcm, Inc.

Technology
85.2K
+ 25.12%
$11.64 - $14.56 $991K - $1.24M
424K $6.02M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
73.1K
+ 235.7%
$22.21 - $23.14 $1.62M - $1.69M
104K $2.4M
WYNN
Wynn Resorts LTD

Consumer Cyclical
10K
+ 8.53%
$73.55 - $97.62 $736K - $977K
127K $12.2M
RNA
Avidity Biosciences, Inc.

Healthcare
37.1K
New
$37.21 - $48.14 $1.38M - $1.78M
37.1K $1.7M
MUSI
American Centy ETF Tr Multisec

ETFs
34.7K
+ 39.81%
$42.68 - $44.88 $1.48M - $1.56M
122K $5.45M
BLOK
Amplify ETF Tr Trnsformational

ETFs
41.8K
+ 69.5%
$31.4 - $40.35 $1.31M - $1.69M
102K $3.82M
HRI
Herc Holdings Inc

Industrials
7.89K
+ 47.82%
$125.03 - $159.53 $986K - $1.26M
24.4K $3.89M
TSN
Tyson Foods, Inc.

Consumer Defensive
18.2K
+ 7.21%
$55.91 - $65.87 $1.02M - $1.2M
270K $16.1M
AVRE
American Centy ETF Tr Avantis
20.9K
+ 17.63%
$40.95 - $48.28 $855K - $1.01M
139K $6.57M
CMA
Comerica Inc

Financial Services
10.8K
+ 9.25%
$49.93 - $61.49 $539K - $664K
128K $7.64M
STWD
Starwood Property Trust, Inc.

Real Estate
59.8K
+ 18.87%
$18.75 - $21.11 $1.12M - $1.26M
377K $7.68M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
30.6K
+ 117.31%
$41.22 - $51.19 $1.26M - $1.57M
56.7K $2.77M
QDF
Flexshares Quality Dividend In

ETFs
4.75K
+ 1.86%
$65.37 - $71.71 $310K - $340K
260K $18.6M
UBT
Proshares Ultra 20+Yr Treasury

ETFs
70.1K
+ 106.84%
$18.22 - $23.06 $1.28M - $1.62M
136K $2.9M
OII
Oceaneering International Inc

Energy
53.7K
+ 20.12%
$22.41 - $30.02 $1.2M - $1.61M
321K $7.97M
VVR
Invesco Senior Income Trust

Financial Services
406K
New
$4.02 - $4.41 $1.63M - $1.79M
406K $1.65M
JHX
James Hardie Industries PLC

Basic Materials
32.6K
+ 79.37%
$31.27 - $42.02 $1.02M - $1.37M
73.7K $2.95M
GBCI
Glacier Bancorp, Inc.

Financial Services
1.17K
+ 0.61%
$36.29 - $47.47 $42.5K - $55.5K
191K $8.75M
SJM
J M Smucker CO

Consumer Defensive
8.45K
+ 16.65%
$109.12 - $122.4 $922K - $1.03M
59.2K $7.17M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
53.3K
+ 24.1%
$27.88 - $28.71 $1.49M - $1.53M
275K $7.88M
PAUG
Innovator U.S. Equity Power Bu

ETFs
28.1K
+ 7.02%
$35.57 - $37.86 $1M - $1.06M
429K $16.2M
CBSH
Commerce Bancshares Inc

Financial Services
11.2K
+ 4.37%
$55.02 - $65.08 $618K - $731K
268K $15.9M
BKR
Baker Hughes CO

Energy
32.5K
+ 7.59%
$32.92 - $38.72 $1.07M - $1.26M
461K $16.7M
CMF
Ishares California Muni Bond E

ETFs
18.1K
+ 4.14%
$56.65 - $58.17 $1.03M - $1.06M
456K $26.5M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
164K
+ 31.34%
$13.62 - $15.59 $2.23M - $2.56M
687K $9.45M
EBND
Spdr Bloomberg Emerging Market

ETFs
47.7K
+ 11.47%
$19.74 - $21.39 $942K - $1.02M
464K $9.86M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
36.4K
+ 26.91%
$38.45 - $40.05 $1.4M - $1.46M
172K $6.87M
RBLX
Roblox Corp

Communication Services
25.5K
+ 39.43%
$36.18 - $47.64 $921K - $1.21M
90K $3.98M
CALX
Calix, Inc

Technology
29.6K
+ 22.85%
$33.63 - $41.13 $994K - $1.22M
159K $6.16M
Activity Summary
Buys All Purchases 2599 New Holdings 209 Increased Positions 2390 Sells All Sells 1584 Reductions 1584 Sold out 0 Options Calls 0 Puts 0
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