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
CASH
Meta Financial Group Inc

Financial Services
1.51K
+ 9.14%
$64.22 - $84.86 $97.2K - $128K
18.1K $1.33M
PIM
Putnam Master Intermediate Income Trust

Financial Services
72.5K
New
$3.21 - $3.42 $233K - $248K
72.5K $236K
AMCX
Amc Networks Inc.

Communication Services
18.6K
+ 44.17%
$7.66 - $9.92 $143K - $185K
60.7K $601K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
2.58K
New
$71.77 - $92.11 $185K - $237K
2.58K $234K
QAI
Iq Hedge Multi Strategy Compos

ETFs
8.25K
+ 21.89%
$31.38 - $32.72 $259K - $270K
45.9K $1.44M
ETON
Eton Pharmaceuticals, Inc.

Healthcare
17.7K
New
$5.9 - $13.15 $105K - $233K
17.7K $233K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
7.4K
+ 33.54%
$29.46 - $30.58 $218K - $226K
29.5K $889K
ISCB
International Speedway Corp

ETFs
3.94K
New
$57.44 - $64.3 $227K - $254K
3.94K $231K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
27.6K
+ 64.59%
$10.44 - $11.67 $288K - $322K
70.4K $747K
HAE
Haemonetics Corp

Healthcare
4.22K
+ 9.62%
$71.16 - $93.38 $300K - $394K
48.1K $3.75M
ASIX
Advan Six Inc.

Basic Materials
7.99K
New
$27.85 - $32.87 $223K - $263K
7.99K $227K
APOG
Apogee Enterprises, Inc.

Industrials
3.19K
New
$68.43 - $87.22 $218K - $278K
3.19K $227K
HLIT
Harmonic Inc

Technology
17.2K
New
$10.96 - $14.82 $188K - $255K
17.2K $227K
FAB
First Tr Multi Cap Value Alpha

ETFs
2.81K
+ 95.51%
$81.02 - $90.16 $228K - $253K
5.75K $474K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
4.05K
+ 48.09%
N/A
12.5K $695K
CTRN
Citi Trends Inc

Consumer Cyclical
8.58K
New
$16.32 - $26.85 $140K - $230K
8.58K $225K
CPA
Copa Holdings, S.A.

Industrials
2.56K
New
$86.16 - $107.25 $220K - $274K
2.56K $224K
PWP
Perella Weinberg Partners

Financial Services
5.76K
+ 30.01%
$19.44 - $25.98 $112K - $150K
25K $594K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
4.53K
New
$38.57 - $49.32 $175K - $224K
4.53K $223K
VABK
Virginia National Bankshares Corp

Financial Services
5.83K
New
$37.91 - $44.0 $221K - $256K
5.83K $222K
MCI
Barings Corporate Investors

Financial Services
10.5K
+ 56.26%
$18.88 - $20.81 $197K - $218K
29K $591K
PEY
Invesco Exchange Traded Fd Tr

ETFs
14.5K
+ 11.21%
$21.1 - $23.08 $305K - $334K
143K $3.05M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
7.33K
+ 37.04%
$31.59 - $32.95 $231K - $241K
27.1K $867K
USO
United States Oil Fund, LP

ETFs
2.29K
+ 26.69%
$69.66 - $79.2 $160K - $182K
10.9K $821K
AVT
Avnet Inc

Technology
10.1K
+ 6.4%
$52.09 - $57.69 $524K - $580K
167K $8.75M
FNGS
Bank Of Montreal

ETFs
3.81K
New
$48.38 - $60.6 $185K - $231K
3.81K $218K
CSQ
Calamos Strategic Total Return Fund

Financial Services
11.6K
+ 34.96%
$17.14 - $18.44 $198K - $213K
44.7K $791K
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
9.86K
+ 10.97%
$18.81 - $19.59 $185K - $193K
99.7K $1.92M
PAHC
Phibro Animal Health Corp

Healthcare
10.4K
New
$20.89 - $25.55 $218K - $266K
10.4K $218K
DWACW
Digital World Acquisition Corp.

Financial Services
9.38K
New
N/A
9.38K $217K
CCRN
Cross Country Healthcare Inc

Healthcare
11.9K
New
$9.81 - $18.16 $117K - $217K
11.9K $216K
IYLD
Ishares Tr Ishares Morningstar

ETFs
12K
+ 67.71%
$19.48 - $20.66 $233K - $248K
29.7K $578K
LITE
Lumentum Holdings Inc.

Technology
25
+ 0.25%
$61.49 - $94.9 $1.54K - $2.37K
10.1K $848K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
9.57K
New
$19.51 - $23.42 $187K - $224K
9.57K $210K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
21.5K
+ 82.31%
$7.67 - $9.21 $165K - $198K
47.7K $409K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
3.99K
New
$47.03 - $55.28 $188K - $221K
3.99K $208K
NXE
Nex Gen Energy Ltd.

Energy
30.5K
+ 32.79%
$6.6 - $8.88 $201K - $271K
124K $816K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
804
+ 97.93%
$260.96 - $307.26 $210K - $247K
1.63K $440K
CADE
Cadence Bank

Financial Services
1.49K
+ 2.52%
$30.54 - $39.29 $45.6K - $58.7K
60.7K $2.09M
SVOL
Simplify ETF Simplify Volatili

ETFs
13.3K
+ 21.77%
$20.4 - $21.93 $272K - $292K
74.5K $1.55M
TDC
Teradata Corp

Technology
4.25K
+ 4.88%
$28.47 - $33.38 $121K - $142K
91.4K $2.85M
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
4.42K
New
$45.67 - $50.69 $202K - $224K
4.42K $204K
STN
Stantec Inc

Industrials
2.61K
New
$78.45 - $87.5 $205K - $229K
2.61K $204K
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
2.91K
+ 23.2%
$45.25 - $53.68 $131K - $156K
15.4K $765K
CATY
Cathay General Bancorp

Financial Services
1.29K
+ 4.26%
$41.63 - $53.85 $53.7K - $69.4K
31.6K $1.5M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
6.07K
+ 19.77%
$29.46 - $32.64 $179K - $198K
36.8K $1.14M
UTI
Universal Technical Institute Inc

Consumer Defensive
7.9K
New
$15.2 - $26.53 $120K - $209K
7.9K $202K
AB
Alliancebernstein Holding L.P.

Financial Services
5.45K
New
$34.59 - $38.68 $188K - $211K
5.45K $201K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.96K
+ 5.4%
$47.65 - $48.6 $284K - $290K
116K $5.56M
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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