Envestnet Asset Management Inc Purchases in Q3 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYH
Ishares Tr

ETFs
5.03K
+ 4.3%
$60.29 - $66.38 $303K - $334K
122K $7.93M
EIC
Eagle Point Income CO Inc.

N/A
46.5K
+ 132.93%
$15.08 - $16.36 $701K - $761K
81.5K $1.31M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
10.2K
+ 15.21%
$47.72 - $53.81 $487K - $549K
77.3K $4.12M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
27.4K
+ 9.01%
$25.49 - $25.49 $698K - $698K
331K $8.44M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
17.5K
+ 3.36%
$19.11 - $20.18 $335K - $354K
538K $10.8M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
32.3K
New
$22.76 - $23.41 $736K - $757K
32.3K $756K
BRFS
Brf S.A.

Consumer Defensive
171K
New
$3.63 - $4.75 $622K - $814K
171K $749K
NYF
Ishares New York Muni Bond ETF

ETFs
10.8K
+ 6.41%
$53.13 - $54.36 $576K - $590K
180K $9.79M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
20.8K
+ 13.5%
$19.52 - $21.75 $407K - $453K
175K $3.81M
CNOB
Connect One Bancorp, Inc.

Financial Services
1.13K
+ 0.98%
$18.2 - $26.25 $20.5K - $29.5K
116K $2.91M
HSIC
Henry Schein Inc

Healthcare
436
+ 0.55%
$63.92 - $73.22 $27.9K - $31.9K
79.7K $5.81M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
4.42K
+ 1.02%
$34.24 - $41.13 $151K - $182K
440K $17.8M
MASI
Masimo Corp

Healthcare
4.23K
+ 18.94%
$104.79 - $133.77 $443K - $565K
26.5K $3.54M
MTG
Mgic Investment Corp

Financial Services
20.2K
+ 40.06%
$21.29 - $25.74 $430K - $519K
70.6K $1.81M
PDCO
Patterson Companies, Inc.

Healthcare
45.5K
+ 37.84%
$20.48 - $26.59 $931K - $1.21M
166K $3.62M
PARA
Paramount Global

Communication Services
67.1K
+ 456.2%
$9.98 - $11.95 $670K - $802K
81.9K $869K
TBUX
T Rowe Price Exchange Traded F

ETFs
14.3K
+ 79.83%
$49.46 - $49.99 $706K - $714K
32.2K $1.6M
HWC
Hancock Whitney Corp

Financial Services
9.94K
+ 16.48%
$45.51 - $57.12 $452K - $568K
70.3K $3.59M
NWS
News Corp New Cl B Com Stk (De

Communication Services
27.3K
+ 22.14%
$26.33 - $29.43 $720K - $805K
151K $4.22M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
11.5K
+ 9.98%
$33.62 - $38.33 $387K - $441K
127K $4.78M
FPX
First Trust Us Equity Opportun

ETFs
1.26K
+ 2.43%
$92.33 - $110.55 $116K - $139K
53.1K $5.85M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
11.3K
+ 9.95%
$33.2 - $41.73 $376K - $472K
125K $5.22M
JPIB
Jpmorgan International Bond Op

ETFs
14.2K
+ 293.86%
$46.96 - $48.73 $665K - $690K
19K $923K
CADE
Cadence Bank

Financial Services
17.2K
+ 40.74%
$27.64 - $33.58 $474K - $576K
59.3K $1.89M
CRUS
Cirrus Logic, Inc.

Technology
8.44K
+ 8.24%
$112.86 - $145.69 $953K - $1.23M
111K $13.8M
GVA
Granite Construction Inc

Industrials
8.76K
New
$58.93 - $80.33 $516K - $704K
8.76K $694K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
16K
New
$38.22 - $43.47 $610K - $694K
16K $691K
OZK
Bank Ozk

Financial Services
10.9K
+ 9.76%
$39.66 - $47.08 $432K - $513K
122K $5.26M
GGAL
Grupo Financiero Galicia Sa

Financial Services
2.62K
+ 5.23%
$26.61 - $47.1 $69.7K - $123K
52.7K $2.22M
SKX
Skechers Usa Inc

Consumer Cyclical
15.5K
+ 9.62%
$59.45 - $70.15 $919K - $1.08M
176K $11.8M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
1.1K
+ 0.79%
$37.97 - $47.45 $41.7K - $52.1K
141K $6.19M
RVNU
Xtrackers Municipal Infrastruc

ETFs
23K
+ 18.77%
$25.36 - $26.16 $582K - $601K
145K $3.8M
IOT
Samsara Inc.

Technology
5.58K
+ 19.99%
$34.85 - $49.75 $195K - $278K
33.5K $1.61M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
9.31K
+ 36.7%
$36.99 - $50.09 $344K - $466K
34.7K $1.68M
FDRR
Fidelity Covington Tr Divid Et

ETFs
11.4K
+ 48.55%
$46.51 - $51.5 $532K - $589K
35K $1.8M
SRCE
1 St Source Corp

Financial Services
11K
New
$52.28 - $65.47 $577K - $723K
11K $661K
FYC
First Trust Small Cap Growth A

ETFs
3.12K
+ 6.2%
$65.44 - $74.98 $204K - $234K
53.5K $3.98M
ILCV
Ishares Morningstar Value ETF

ETFs
3.88K
+ 6.75%
$75.47 - $82.2 $293K - $319K
61.4K $5.05M
BKH
Black Hills Corp

Utilities
7.89K
+ 30.48%
$53.42 - $61.53 $421K - $485K
33.8K $2.06M
PB
Prosperity Bancshares Inc

Financial Services
1.91K
+ 4.03%
$59.22 - $74.29 $113K - $142K
49.3K $3.55M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
33.4K
+ 24.22%
$18.74 - $20.92 $627K - $700K
172K $3.36M
JBT
John Bean Technologies Corp

Industrials
16
+ 0.01%
$84.93 - $104.4 $1.36K - $1.67K
188K $18.5M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
16.7K
+ 16.84%
$63.28 - $81.93 $1.05M - $1.37M
116K $7.33M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
53
+ 0.02%
$81.14 - $92.39 $4.3K - $4.9K
222K $19.7M
HNST
Honest Company, Inc.

Consumer Cyclical
136K
+ 52.93%
$2.74 - $4.67 $371K - $633K
392K $1.39M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
10.3K
+ 7.49%
$26.13 - $31.72 $270K - $328K
148K $4.6M
CCB
Coastal Financial Corp

Financial Services
3.65K
+ 6.28%
$43.73 - $53.83 $159K - $196K
61.7K $3.32M
NANR
Spdr Index Shs Fds S&P North A

ETFs
8K
+ 9.22%
$51.89 - $57.3 $415K - $458K
94.7K $5.36M
CHDN
Churchill Downs Inc

Consumer Cyclical
13.4K
+ 5.02%
$130.35 - $145.0 $1.74M - $1.94M
279K $37.8M
Activity Summary
Buys All Purchases 2599 New Holdings 209 Increased Positions 2390 Sells All Sells 1584 Reductions 1584 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