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
HEEM
Ishares Currency Hedged Msci E

ETFs
6.38K
+ 48.64%
$27.03 - $29.78 $173K - $190K
19.5K $527K
NFE
New Fortress Energy Inc.

Utilities
10.3K
New
$8.0 - $15.12 $82.3K - $155K
10.3K $155K
FXD
First Tr Exchange Traded Fd

ETFs
1.14K
+ 1.9%
$62.05 - $68.52 $70.7K - $78.1K
61K $3.95M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
1.22K
+ 17.67%
$58.22 - $78.62 $70.9K - $95.7K
8.11K $580K
ABR
Arbor Realty Trust Inc

Real Estate
11K
New
$13.66 - $15.64 $150K - $172K
11K $151K
FA
First Advantage Corp

Industrials
9.92K
+ 31.01%
$17.3 - $20.3 $172K - $201K
41.9K $784K
PBP
Invesco Exchange Traded Fd Tr

ETFs
5.17K
+ 13.42%
$22.51 - $23.75 $116K - $123K
43.7K $1.03M
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
21K
+ 53.86%
$8.85 - $11.25 $186K - $236K
59.9K $532K
SG
Sweetgreen, Inc.

Consumer Cyclical
5.78K
+ 54.89%
$31.7 - $43.97 $183K - $254K
16.3K $523K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
14.9K
+ 34.34%
$10.64 - $11.1 $159K - $166K
58.5K $628K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
12.6K
New
$8.85 - $13.86 $112K - $175K
12.6K $149K
MWA
Mueller Water Products, Inc.

Industrials
4.29K
+ 6.51%
$21.37 - $25.97 $91.7K - $111K
70.2K $1.58M
PDI
Pimco Dynamic Income Fund

Financial Services
30.1K
+ 14.21%
$18.33 - $20.85 $551K - $627K
242K $4.43M
BFH
Bread Financial Holdings, Inc.

Financial Services
395
+ 4.38%
$46.5 - $66.38 $18.4K - $26.2K
9.4K $575K
OBNK
Origin Bancorp, Inc.

Financial Services
4.55K
+ 7.87%
N/A
62.4K $2.01M
WTTR
Select Energy Services, Inc.

Energy
7.37K
+ 31.24%
$10.31 - $15.0 $76K - $111K
31K $409K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
2.09K
+ 10.93%
$8.52 - $15.4 $17.8K - $32.1K
21.2K $322K
CRVL
Corvel Corp

Financial Services
32.4K
+ 201.64%
$111.26 - $370.61 $3.6M - $12M
48.4K $5.39M
ALE
Allete Inc

Utilities
1.9K
+ 7.04%
$63.98 - $65.24 $122K - $124K
28.9K $1.87M
TTMI
Ttm Technologies Inc

Technology
602
+ 3.14%
$18.06 - $26.66 $10.9K - $16K
19.8K $489K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
2.46K
+ 9.95%
$43.67 - $47.04 $107K - $116K
27.2K $1.23M
ISMD
Northern Lts Fd Tr Iv

ETFs
3.76K
+ 36.78%
$36.81 - $40.75 $138K - $153K
14K $524K
HCSG
Healthcare Services Group Inc

Healthcare
6.3K
+ 4.56%
$9.71 - $12.9 $61.2K - $81.3K
145K $1.68M
SLGN
Silgan Holdings Inc

Consumer Cyclical
3.49K
+ 3.34%
$50.6 - $57.53 $177K - $201K
108K $5.62M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
13.4K
+ 7.23%
$21.42 - $22.58 $286K - $302K
198K $4.25M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
28.1K
+ 190.3%
$5.6 - $8.48 $158K - $239K
42.9K $248K
MIR
Mirion Technologies, Inc.

Industrials
865
+ 4.67%
$10.94 - $18.65 $9.46K - $16.1K
19.4K $338K
UCIB
Ubs Ag

ETFs
6.1K
+ 5.41%
$24.37 - $28.1 $149K - $171K
119K $3.06M
AVSU
American Centy ETF Tr Avantis

ETFs
1.87K
+ 19.32%
$64.29 - $69.59 $120K - $130K
11.6K $764K
AZZ
Azz Inc

Industrials
1.69K
+ 20.9%
$75.86 - $96.0 $128K - $162K
9.75K $798K
IGIC
International General Insurance Holdings Ltd.

Financial Services
382
+ 1.5%
$18.49 - $26.6 $7.06K - $10.2K
25.9K $615K
ITRN
Ituran Location & Control Ltd.

Technology
3.05K
+ 38.92%
$26.03 - $31.38 $79.5K - $95.8K
10.9K $339K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
28.9K
+ 13.55%
$10.7 - $11.74 $309K - $339K
242K $2.62M
LTC
Ltc Properties Inc

Real Estate
6.84K
+ 13.83%
$34.42 - $39.44 $235K - $270K
56.3K $1.94M
ABEQ
Unified Ser Tr Absolute Core S

ETFs
8.73K
+ 7.67%
$31.43 - $33.28 $274K - $291K
123K $3.86M
HEES
H&E Equipment Services, Inc.

Industrials
2.59K
+ 37.83%
$48.79 - $60.79 $126K - $157K
9.43K $461K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
10.5K
New
N/A
10.5K $129K
ARRY
Array Technologies, Inc.

Technology
21.2K
New
$5.16 - $7.63 $110K - $162K
21.2K $128K
CGO
Calamos Global Total Return Fund

Financial Services
18.1K
+ 12.99%
$11.35 - $12.59 $205K - $227K
157K $1.79M
ENIC
Enel Chile S.A.

Utilities
37.5K
+ 16.44%
$2.62 - $2.98 $98.1K - $112K
265K $763K
FRSH
Freshworks Inc.

Technology
2.02K
+ 9.89%
$10.88 - $17.02 $22K - $34.4K
22.4K $362K
VBTX
Veritex Holdings, Inc.

Financial Services
3.11K
+ 6.14%
$24.85 - $31.26 $77.3K - $97.3K
53.8K $1.46M
WLDN
Willdan Group, Inc.

Industrials
4.38K
+ 32.4%
$38.09 - $47.7 $167K - $209K
17.9K $680K
XBAP
Innovator ETF Tr Us Equity Acc
3.37K
+ 21.54%
$33.19 - $34.23 $112K - $115K
19K $649K
ACA
Arcosa, Inc.

Industrials
986
+ 6.43%
$91.1 - $111.57 $89.8K - $110K
16.3K $1.58M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
2.75K
+ 10.42%
$21.45 - $24.97 $58.9K - $68.6K
29.1K $697K
ALKS
Alkermes Plc.

Healthcare
3.18K
+ 7.16%
$25.7 - $31.46 $81.7K - $100K
47.6K $1.37M
HUBG
Hub Group, Inc.

Industrials
4.59K
+ 5.04%
$42.15 - $53.2 $193K - $244K
95.6K $4.26M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
3.09K
+ 14.0%
$38.17 - $42.95 $118K - $133K
25.2K $983K
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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