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
IBMP
Ishares Tr Ibonds December 202

ETFs
22.1K
+ 2.52%
$25.08 - $25.43 $555K - $562K
900K $22.6M
VRTS
Virtus Investment Partners, Inc.

Financial Services
1.27K
New
$203.34 - $250.89 $258K - $319K
1.27K $280K
NICE
Nice Ltd.

Technology
4.41K
+ 3.59%
$164.71 - $199.17 $727K - $879K
127K $21.6M
NFG
National Fuel Gas CO

Energy
4.42K
+ 3.51%
$58.89 - $64.23 $260K - $284K
130K $7.9M
TAC
Transalta Corp

Utilities
12.9K
+ 52.05%
$10.0 - $14.33 $129K - $184K
37.6K $531K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
13.2K
New
$20.68 - $23.73 $272K - $312K
13.2K $275K
SIVR
Abrdn Silver ETF Trust

ETFs
19K
+ 16.17%
$27.61 - $33.22 $525K - $632K
137K $3.77M
ENR
Energizer Holdings, Inc.

Industrials
3.24K
+ 6.37%
$31.03 - $39.39 $101K - $128K
54.1K $1.89M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.38K
+ 3.65%
$70.54 - $79.61 $97.2K - $110K
39.1K $2.97M
NVCR
Novo Cure LTD

Healthcare
9.16K
New
$14.54 - $33.41 $133K - $306K
9.16K $272K
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
3.14K
+ 5.5%
$56.81 - $61.22 $179K - $192K
60.3K $3.55M
SSO
Proshares Ultra S&P 500

ETFs
2.71K
+ 32.8%
$87.92 - $99.73 $239K - $271K
11K $1.02M
IR
Ingersoll Rand Inc.

Industrials
25.1K
+ 9.66%
$90.46 - $105.35 $2.27M - $2.65M
285K $25.8M
HYIN
Wisdomtree Tr Alternative Inco

ETFs
15.9K
+ 103.95%
$17.8 - $18.95 $283K - $301K
31.2K $559K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
54.5K
+ 2.68%
$18.62 - $19.05 $1.02M - $1.04M
2.09M $39M
BANR
Banner Corp

Financial Services
3.02K
+ 33.51%
$57.86 - $76.26 $175K - $230K
12K $803K
VC
Visteon Corp

Consumer Cyclical
3.79K
+ 34.42%
$85.49 - $96.16 $324K - $364K
14.8K $1.31M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
3.83K
+ 1.64%
$18.24 - $21.74 $69.8K - $83.2K
237K $4.71M
QBTS
D Wave Quantum Inc.

Technology
31.4K
New
$0.89 - $9.91 $27.9K - $311K
31.4K $263K
BDC
Belden Inc.

Technology
3.8K
+ 10.33%
$112.15 - $131.43 $426K - $499K
40.5K $4.56M
XBJL
Innovator Etfs Tr Us Equity Ac
7.7K
New
$33.29 - $34.41 $256K - $265K
7.7K $262K
RYAAY
Ryanair Holdings PLC

Industrials
21.2K
+ 5.06%
$42.1 - $47.3 $891K - $1M
439K $19.1M
INDB
Independent Bank Corp

Financial Services
2.58K
+ 13.72%
$56.88 - $74.97 $147K - $193K
21.4K $1.37M
CWS
Advisorshares Tr Advisorshares

ETFs
4.29K
+ 90.78%
$64.77 - $71.56 $278K - $307K
9.02K $584K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
13.2K
+ 15.98%
$48.5 - $53.31 $639K - $702K
95.6K $4.65M
ASTE
Astec Industries Inc

Industrials
7.73K
New
$30.29 - $39.22 $234K - $303K
7.73K $259K
CRF
Cornerstone Total Return Fund Inc

Financial Services
29.8K
New
$8.02 - $9.66 $239K - $288K
29.8K $259K
PAC
Pacific Airport Group

Industrials
1.44K
+ 21.82%
$166.34 - $197.86 $239K - $284K
8.02K $1.4M
JOBY
Joby Aviation, Inc.

Industrials
31.8K
New
$4.8 - $9.16 $153K - $291K
31.8K $258K
YYY
Amplify ETF Tr High Income ETF

ETFs
36.3K
+ 18.28%
$11.52 - $12.3 $418K - $446K
235K $2.7M
CXW
Core Civic, Inc.

Real Estate
11.8K
New
$12.43 - $23.94 $147K - $283K
11.8K $257K
PTVE
Pactiv Evergreen Inc.

Consumer Cyclical
14.7K
New
$10.97 - $17.48 $162K - $257K
14.7K $257K
SWZ
Swiss Helvetia Fund, Inc.

Financial Services
53K
+ 54.98%
$7.49 - $8.93 $397K - $473K
149K $1.12M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
3.8K
+ 6.31%
$15.53 - $20.75 $59K - $78.8K
64K $1.27M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
11.1K
+ 65.47%
$23.79 - $24.6 $264K - $273K
28K $668K
IIIV
I3 Verticals, Inc.

Technology
4.87K
+ 6.07%
$21.01 - $25.92 $102K - $126K
85.2K $1.96M
NWN
Northwest Natural Holding CO

Utilities
6.37K
New
$38.42 - $43.85 $245K - $279K
6.37K $251K
FSTR
Foster L B CO

Industrials
9.26K
New
$18.85 - $29.45 $175K - $273K
9.26K $249K
DAKT
Daktronics Inc

Technology
7.69K
+ 26.06%
$12.64 - $19.5 $97.2K - $150K
37.2K $627K
CHCO
City Holding CO

Financial Services
2.08K
New
$113.37 - $134.35 $235K - $279K
2.08K $245K
PCH
Potlatchdeltic Corp

Real Estate
9.76K
+ 41.02%
$38.4 - $44.89 $375K - $438K
33.5K $1.32M
HBI
Hanesbrands Inc.

Consumer Cyclical
7.1K
+ 2.98%
$6.91 - $8.91 $49K - $63.2K
245K $2M
DLX
Deluxe Corp

Communication Services
10.6K
New
$18.62 - $24.16 $198K - $257K
10.6K $240K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
14.9K
+ 54.11%
$18.5 - $20.08 $276K - $299K
42.5K $785K
TILE
Interface Inc

Consumer Cyclical
5.33K
+ 26.06%
$17.47 - $26.82 $93.2K - $143K
25.8K $628K
WVE
Wave Life Sciences Ltd.

Healthcare
12.7K
+ 64.9%
$8.0 - $16.44 $102K - $209K
32.3K $399K
ASUR
Asure Software Inc

Technology
25.4K
New
$8.31 - $9.92 $211K - $252K
25.4K $238K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
2.45K
+ 0.77%
$13.61 - $14.58 $33.3K - $35.7K
319K $4.6M
RNG
Ring Central, Inc.

Technology
5.7K
+ 50.05%
$29.83 - $41.82 $170K - $238K
17.1K $597K
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
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email