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
SKYW
Skywest Inc

Industrials
598
+ 2.46%
$83.51 - $115.11 $49.9K - $68.8K
24.9K $2.49M
DBX
Dropbox, Inc.

Technology
9.57K
+ 31.95%
$25.05 - $30.8 $240K - $295K
39.5K $1.19M
IBMO
Ishares Tr Ibonds December 202

ETFs
24K
+ 2.59%
$25.4 - $25.62 $608K - $614K
949K $24.2M
OII
Oceaneering International Inc

Energy
1.44K
+ 0.45%
$23.23 - $30.58 $33.4K - $44K
322K $8.4M
HYHG
Proshares High Yield Interest

ETFs
5.97K
+ 13.97%
$64.27 - $65.97 $384K - $394K
48.7K $3.19M
IRMD
Iradimed Corp

Healthcare
2.91K
+ 5.23%
$48.3 - $57.35 $141K - $167K
58.6K $3.22M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
17.2K
+ 7.73%
$61.87 - $64.86 $1.06M - $1.11M
240K $14.9M
WES
Western Midstream Partners, LP

Energy
10.3K
+ 7.8%
$35.7 - $40.71 $369K - $421K
143K $5.49M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
12.1K
+ 3.03%
$22.06 - $22.58 $267K - $273K
411K $9.25M
RRX
Regal Rexnord Corp

Industrials
7.28K
+ 10.88%
$153.56 - $182.22 $1.12M - $1.33M
74.2K $11.5M
AVXL
Anavex Life Sciences Corp.

Healthcare
20.8K
+ 54.24%
$5.11 - $12.56 $106K - $261K
59.1K $634K
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.11K
+ 1.12%
$98.04 - $108.11 $109K - $120K
100K $10.2M
WSFS
Wsfs Financial Corp

Financial Services
648
+ 0.36%
$48.57 - $61.09 $31.5K - $39.6K
179K $9.51M
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
11.5K
+ 14.18%
$28.03 - $32.17 $321K - $369K
92.3K $2.74M
FBNC
First Bancorp

Financial Services
4.57K
+ 5.22%
$40.32 - $49.2 $184K - $225K
92.1K $4.05M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
4.79K
+ 17.05%
$86.6 - $95.01 $415K - $455K
32.9K $2.91M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
3.5K
+ 6.19%
$31.89 - $37.83 $111K - $132K
60K $2.17M
QLD
Proshares Ultra Qqq

ETFs
2.79K
+ 19.83%
$97.85 - $120.25 $273K - $335K
16.8K $1.82M
KBA
Kraneshares Bosera Msci China

ETFs
17.3K
New
$23.29 - $30.93 $404K - $536K
17.3K $406K
CRDL
Cardiol Therapeutics Inc.

Healthcare
310K
New
$1.25 - $2.07 $387K - $641K
310K $399K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
56.8K
+ 80.56%
$7.63 - $8.39 $433K - $477K
127K $990K
BDN
Brandywine Realty Trust

Real Estate
68K
+ 66.21%
$5.07 - $6.53 $345K - $444K
171K $956K
ITRI
Itron, Inc.

Technology
3.13K
+ 9.8%
$101.26 - $124.45 $317K - $390K
35.1K $3.81M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
13.3K
+ 9.85%
$43.6 - $47.2 $581K - $629K
149K $6.49M
IQSU
Indexiq ETF Tr Iq Candriam Esg

ETFs
8.13K
New
$46.87 - $50.7 $381K - $412K
8.13K $393K
KFRC
Kforce Inc

Industrials
19.2K
+ 13.06%
$53.57 - $62.47 $1.03M - $1.2M
166K $9.44M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
17.2K
+ 53.16%
$23.03 - $23.33 $396K - $401K
49.5K $1.15M
TQQQ
Proshares Ultrapro Qqq

ETFs
4.94K
New
$69.42 - $93.29 $343K - $460K
4.94K $390K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
92.5K
New
$4.18 - $4.53 $387K - $419K
92.5K $389K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
212K
+ 111.86%
$24.31 - $49.53 $5.15M - $10.5M
401K $9.77M
DBND
Doubleline ETF Tr Opportunisti

ETFs
17.5K
+ 8.88%
$45.15 - $47.26 $789K - $826K
214K $9.7M
QJUN
First Tr ETF
4.69K
+ 1.91%
$26.78 - $28.75 $126K - $135K
251K $7.02M
UCBI
United Community Banks Inc

Financial Services
13.1K
+ 5.22%
N/A
263K $7.7M
KRC
Kilroy Realty Corp

Real Estate
8.31K
+ 39.74%
$37.51 - $43.55 $312K - $362K
29.2K $1.18M
DOX
Amdocs LTD

Technology
17.9K
+ 3.63%
$82.94 - $92.86 $1.48M - $1.66M
511K $43.5M
W
Wayfair Inc.

Consumer Cyclical
10.2K
+ 148.88%
$37.77 - $56.94 $383K - $578K
17K $752K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
31.8K
New
$11.52 - $13.16 $367K - $419K
31.8K $368K
DEI
Douglas Emmett Inc

Real Estate
18.4K
+ 70.49%
$17.33 - $20.32 $320K - $375K
44.6K $827K
UBSI
United Bankshares Inc

Financial Services
6.75K
+ 2.65%
$35.53 - $43.29 $240K - $292K
261K $9.8M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
5.27K
+ 4.65%
$57.47 - $61.21 $303K - $322K
119K $6.96M
JHMB
John Hancock Exchange Traded

ETFs
17K
New
$21.36 - $22.44 $364K - $382K
17K $365K
YLD
Principal Exchange Traded Fds

ETFs
28.5K
+ 5.5%
$19.17 - $19.61 $545K - $558K
545K $10.5M
SONO
Sonos Inc

Technology
233
+ 0.18%
$11.62 - $15.07 $2.71K - $3.51K
131K $1.98M
KRG
Kite Realty Group Trust

Real Estate
25.8K
+ 11.81%
$24.49 - $27.85 $632K - $719K
244K $6.17M
PECO
Phillips Edison & Company, Inc.

Real Estate
10.2K
+ 14.37%
$35.96 - $39.8 $366K - $405K
81.1K $3.04M
RWR
Spdr Dow Jones Reit ETF

ETFs
25.3K
+ 9.31%
$97.84 - $108.61 $2.48M - $2.75M
297K $29.4M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
11.4K
New
$31.57 - $34.79 $361K - $398K
11.4K $361K
VCV
Invesco California Value Municipal Income Trust

Financial Services
32.8K
+ 78.91%
$10.06 - $10.97 $330K - $360K
74.4K $813K
SHAK
Shake Shack Inc.

Consumer Cyclical
790
+ 8.32%
$101.73 - $138.76 $80.4K - $110K
10.3K $1.34M
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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