Envestnet Asset Management Inc Purchases in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IX
Orix Corp

Financial Services
121K
+ 446.3%
$20.44 - $107.42 $2.48M - $13M
148K $3.1M
OZK
Bank Ozk

Financial Services
8.26K
+ 6.11%
$41.71 - $53.1 $345K - $439K
143K $6.23M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
1.12K
+ 12.97%
$110.12 - $124.59 $124K - $140K
9.78K $1.22M
MDU
Mdu Resources Group Inc

Industrials
16.9K
+ 25.65%
$16.45 - $18.61 $278K - $315K
82.9K $1.4M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
13.8K
+ 12.91%
$13.34 - $13.81 $185K - $191K
121K $1.65M
PAAS
Pan American Silver Corp

Basic Materials
1.05K
+ 3.21%
$20.61 - $26.7 $21.7K - $28.1K
33.9K $876K
FMET
Fidelity Covington Tr Metavers

ETFs
7.58K
New
$27.76 - $32.75 $210K - $248K
7.58K $210K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
20.4K
+ 30.72%
$16.23 - $22.23 $330K - $453K
86.6K $1.44M
X
United States Steel Corp

Basic Materials
4.95K
New
$30.47 - $43.0 $151K - $213K
4.95K $209K
GFF
Griffon Corp

Industrials
2.92K
New
$68.06 - $80.91 $199K - $236K
2.92K $208K
PPLT
Abrdn Platinum ETF Trust

ETFs
2.29K
+ 22.33%
N/A
12.6K $1.13M
FIDI
Fidelity Covington Tr

ETFs
9.63K
New
$19.41 - $22.35 $187K - $215K
9.63K $206K
OVM
Listed Fds Tr Overlay Shares M

ETFs
9.69K
New
$21.25 - $22.12 $206K - $214K
9.69K $206K
UFPI
Ufp Industries Inc

Basic Materials
8.74K
+ 6.71%
$103.91 - $118.67 $908K - $1.04M
139K $14.9M
REVG
Rev Group, Inc.

Industrials
6.6K
+ 37.09%
$27.3 - $35.58 $180K - $235K
24.4K $771K
ASTE
Astec Industries Inc

Industrials
5.69K
+ 73.57%
$30.4 - $36.83 $173K - $210K
13.4K $462K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
22.2K
+ 6.63%
$29.02 - $34.76 $644K - $772K
357K $10.9M
EL
Estee Lauder Companies Inc

Consumer Defensive
19.5K
+ 16.15%
$64.26 - $85.48 $1.25M - $1.67M
140K $9.26M
AUR
Aurora Innovation, Inc.

Technology
30.1K
New
$6.1 - $10.19 $184K - $307K
30.1K $202K
LEU
Centrus Energy Corp

Energy
3.24K
New
$62.21 - $119.74 $201K - $388K
3.24K $201K
DFIP
Dimensional ETF Tr Inflation P

ETFs
4.22K
+ 29.41%
$40.27 - $42.11 $170K - $178K
18.6K $781K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
12K
+ 28.29%
$18.12 - $19.07 $218K - $229K
54.5K $986K
PAY
Paymentus Holdings, Inc.

Technology
7.72K
New
$24.68 - $35.0 $190K - $270K
7.72K $201K
VRNS
Varonis Systems Inc

Technology
8.14K
+ 25.27%
$39.16 - $46.84 $319K - $381K
40.3K $1.63M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
12.3K
New
$15.98 - $24.03 $197K - $297K
12.3K $199K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
16.2K
+ 7.91%
$11.41 - $12.06 $185K - $196K
222K $2.62M
SCCO
Southern Copper Corp

Basic Materials
1.4K
+ 4.99%
$85.92 - $101.48 $120K - $142K
29.3K $2.74M
CENTA
Central Garden & Pet Company C

Consumer Defensive
6.05K
+ 64.71%
$29.86 - $34.19 $181K - $207K
15.4K $504K
TWST
Twist Bioscience Corp

Healthcare
15.1K
+ 27.33%
$36.71 - $54.07 $554K - $816K
70.3K $2.76M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
5.2K
+ 4.12%
$24.27 - $26.2 $126K - $136K
132K $3.32M
FQAL
Fidelity Covington Tr Quality

ETFs
24.3K
+ 2.26%
$63.12 - $69.13 $1.53M - $1.68M
1.1M $70.7M
ALTY
Global X Funds Global X Altern

ETFs
16.1K
+ 58.67%
$11.52 - $12.05 $186K - $195K
43.7K $511K
UTI
Universal Technical Institute Inc

Consumer Defensive
7.34K
+ 92.93%
$24.77 - $29.54 $182K - $217K
15.2K $391K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
6.57K
+ 40.89%
$21.64 - $23.93 $142K - $157K
22.6K $541K
FCF
First Commonwealth Financial Corp

Financial Services
14.4K
+ 52.51%
$15.37 - $17.13 $222K - $247K
41.9K $650K
VRNT
Verint Systems Inc

Technology
5.71K
+ 7.86%
N/A
78.3K $2.55M
CC
Chemours CO

Basic Materials
13.6K
New
$13.41 - $19.99 $182K - $272K
13.6K $184K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
3.49K
+ 6.59%
N/A
56.5K $2.97M
AAL
American Airlines Group Inc.

Industrials
16.4K
+ 43.09%
N/A
54.6K $602K
DDS
Dillard'S, Inc.

Consumer Cyclical
642
+ 97.27%
$353.25 - $508.77 $227K - $327K
1.3K $466K
DOLE
Dole PLC

Consumer Defensive
7.96K
+ 10.88%
$12.31 - $14.86 $98K - $118K
81.1K $1.17M
OCFC
Oceanfirst Financial Corp

Financial Services
12K
+ 61.62%
$16.44 - $19.15 $197K - $230K
31.4K $534K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
17.8K
+ 94.91%
$10.17 - $10.76 $181K - $191K
36.5K $375K
CQP
Cheniere Energy Partners, L.P.

Energy
75
+ 0.56%
$55.42 - $67.71 $4.16K - $5.08K
13.5K $893K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.67K
+ 5.34%
$50.99 - $55.74 $85.3K - $93.2K
33K $1.81M
KMPR
Kemper Corp

Financial Services
2.46K
+ 7.5%
$62.81 - $69.5 $155K - $171K
35.3K $2.36M
UI
Ubiquiti Inc.

Technology
1.03K
+ 15.87%
$300.93 - $431.11 $311K - $445K
7.54K $2.34M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
25.5K
+ 12.92%
$8.24 - $8.68 $210K - $221K
223K $1.84M
GEF
Greif, Inc

Consumer Cyclical
13.7K
+ 14.56%
$54.57 - $62.45 $747K - $855K
108K $5.92M
Activity Summary
Buys All Purchases 2615 New Holdings 221 Increased Positions 2394 Sells All Sells 1701 Reductions 1701 Sold out 0 Options Calls 0 Puts 0
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