Envestnet Asset Management Inc Purchases in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UHS
Universal Health Services Inc

Healthcare
7.47K
+ 9.29%
$157.05 - $197.94 $1.17M - $1.48M
87.9K $15.9M
HSBC
Hsbc Holdings PLC

Financial Services
8.66K
+ 10.33%
$46.68 - $61.09 $404K - $529K
92.5K $5.62M
REZI
Resideo Technologies, Inc.

Industrials
12.5K
+ 10.27%
$14.69 - $22.46 $183K - $281K
134K $2.96M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
32.9K
+ 26.0%
$20.46 - $21.89 $672K - $719K
159K $3.49M
USFR
Wisdomtree Floating Rate Treas

ETFs
16.5K
+ 1.05%
$50.28 - $50.47 $831K - $834K
1.59M $79.9M
WLDN
Willdan Group, Inc.

Industrials
4.42K
+ 18.4%
$36.9 - $62.51 $163K - $276K
28.4K $1.78M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
12.4K
+ 108.6%
$42.84 - $56.9 $529K - $703K
23.7K $1.35M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
10.9K
+ 11.74%
$53.93 - $61.5 $586K - $668K
103K $6.35M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
14.2K
+ 91.26%
N/A
29.8K $1.66M
AHYB
American Centy ETF Tr Select H
5.38K
+ 0.9%
$44.1 - $46.64 $237K - $251K
606K $28.2M
DAX
Global X Fds Dax Germany ETF

ETFs
17.5K
New
$34.84 - $44.93 $611K - $787K
17.5K $787K
CBU
Community Bank System, Inc.

Financial Services
13.8K
+ 16.42%
$50.88 - $58.16 $702K - $802K
97.8K $5.56M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
80.4K
+ 13.22%
$12.71 - $14.52 $1.02M - $1.17M
688K $9.58M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
13.6K
+ 9.67%
$28.28 - $34.34 $385K - $468K
154K $5.24M
PFG
Principal Financial Group Inc

Financial Services
12.9K
+ 26.16%
$69.56 - $86.19 $895K - $1.11M
62K $4.93M
VKTX
Viking Therapeutics, Inc.

Healthcare
25.1K
+ 52.18%
$19.98 - $29.49 $502K - $741K
73.3K $1.94M
COPX
Global X Copper Miners ETF

ETFs
8.99K
+ 14.28%
$31.24 - $45.59 $281K - $410K
71.9K $3.23M
AGNC
Agnc Investment Corp.

Real Estate
151K
+ 9.63%
$8.12 - $9.49 $1.22M - $1.43M
1.72M $15.8M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.45K
+ 2.73%
$38.3 - $44.42 $170K - $198K
168K $7.44M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
33.1K
+ 55.6%
$22.46 - $23.12 $743K - $765K
92.6K $2.13M
GXO
Gxo Logistics, Inc.

Industrials
3.91K
+ 6.54%
$31.53 - $49.1 $123K - $192K
63.8K $3.11M
APAM
Artisan Partners Asset Management Inc.

Financial Services
3.84K
+ 3.39%
$33.85 - $44.55 $130K - $171K
117K $5.19M
MTCH
Match Group, Inc.

Communication Services
30.1K
+ 5.44%
$27.03 - $31.93 $815K - $962K
584K $18M
NVMI
Nova Ltd.

Technology
175
+ 2.24%
$162.03 - $275.2 $28.4K - $48.2K
8K $2.2M
DTH
Wisdomtree Tr

ETFs
3.25K
+ 2.07%
$37.84 - $46.83 $123K - $152K
160K $7.42M
UBSI
United Bankshares Inc

Financial Services
8.76K
+ 3.51%
$31.5 - $37.32 $276K - $327K
258K $9.42M
CSWI
Csw Industrials, Inc.

Industrials
3.63K
+ 6.01%
$254.34 - $336.43 $923K - $1.22M
64.1K $18.4M
CRUS
Cirrus Logic, Inc.

Technology
1.85K
+ 1.51%
$77.43 - $107.58 $143K - $199K
124K $12.9M
AKR
Acadia Realty Trust

Real Estate
40.6K
New
$17.49 - $21.18 $711K - $860K
40.6K $754K
ABEV
Ambev S.A.

Consumer Defensive
213K
+ 7.2%
$2.15 - $2.55 $459K - $544K
3.18M $7.66M
AOM
Ishares Tr Core Moderate Alloc

ETFs
12.5K
+ 15.46%
$41.55 - $46.04 $520K - $576K
93.4K $4.3M
HERO
Global X Fds Video Games & Esp

ETFs
8.85K
+ 15.01%
$23.12 - $32.73 $205K - $290K
67.8K $2.22M
KRC
Kilroy Realty Corp

Real Estate
19.8K
+ 45.64%
$28.32 - $35.95 $561K - $712K
63.2K $2.17M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
7.35K
+ 14.57%
$95.52 - $109.98 $702K - $808K
57.8K $6.26M
DBX
Dropbox, Inc.

Technology
18.8K
+ 17.21%
$25.42 - $29.7 $479K - $560K
128K $3.67M
FLGB
Franklin Templeton ETF Tr

ETFs
7.74K
+ 3.01%
$25.34 - $31.3 $196K - $242K
265K $8.1M
FPXE
First Tr ETF Ii First Tr Ipox

ETFs
23.7K
New
$22.99 - $31.23 $546K - $741K
23.7K $741K
AEE
Ameren Corp

Utilities
12.2K
+ 12.1%
$94.23 - $101.68 $1.15M - $1.24M
113K $10.9M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
24K
+ 11.16%
$19.33 - $22.25 $465K - $535K
240K $5.33M
MTD
Mettler Toledo International Inc

Healthcare
698
+ 4.41%
$970.15 - $1216.57 $677K - $849K
16.5K $19.4M
DORM
Dorman Products, Inc.

Consumer Cyclical
3.07K
+ 1.9%
$108.29 - $132.03 $332K - $405K
165K $20.2M
PAXS
Pimco Access Income Fund

Financial Services
69.9K
+ 19.88%
$14.15 - $16.12 $988K - $1.13M
421K $6.36M
MANU
Manchester United PLC

Communication Services
32.3K
+ 105.05%
$12.21 - $19.24 $394K - $621K
63K $1.12M
LEU
Centrus Energy Corp

Energy
1.76K
+ 54.42%
$54.43 - $208.81 $95.9K - $368K
5K $915K
MMYT
Make My Trip LTD

Consumer Cyclical
8.23K
+ 27.36%
N/A
38.3K $3.3M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
3.5K
+ 2.35%
$25.97 - $33.21 $90.9K - $116K
153K $5.07M
KIM
Kimco Realty Corp

Real Estate
35.2K
+ 21.25%
$18.7 - $21.69 $659K - $764K
201K $4.23M
PARA
Paramount Global

Communication Services
43.4K
+ 28.5%
$10.65 - $12.9 $462K - $559K
196K $2.52M
IDYA
Ideaya Biosciences, Inc.

Healthcare
11.8K
+ 12.07%
$14.5 - $22.63 $170K - $266K
109K $2.29M
Activity Summary
Buys All Purchases 2655 New Holdings 267 Increased Positions 2388 Sells All Sells 1747 Reductions 1747 Sold out 0 Options Calls 0 Puts 0
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