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
SIGI
Selective Insurance Group Inc

Financial Services
783
+ 0.76%
$90.05 - $102.09 $70.5K - $79.9K
104K $9.7M
EWTX
Edgewise Therapeutics, Inc.

Healthcare
3.56K
+ 32.03%
$26.63 - $36.62 $94.8K - $130K
14.7K $391K
RFFC
Alps ETF Tr Riverfront Dynamic

ETFs
1.37K
+ 2.3%
$57.03 - $60.74 $77.9K - $83K
60.9K $3.53M
GBX
Greenbrier Companies Inc

Industrials
548
+ 9.18%
$48.74 - $68.41 $26.7K - $37.5K
6.52K $397K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
3.69K
+ 1.11%
N/A
335K $8.54M
VVR
Invesco Senior Income Trust

Financial Services
36.3K
+ 8.93%
$3.83 - $4.07 $139K - $148K
443K $1.75M
NOVT
Novanta Inc

Technology
595
+ 0.94%
N/A
63.7K $10M
EHI
Western Asset Global High Income Fund Inc.

Financial Services
14.1K
New
$6.56 - $6.95 $92.2K - $97.7K
14.1K $93K
GTX
Garrett Motion Inc.

Consumer Cyclical
6.14K
+ 14.22%
$7.34 - $9.6 $45.1K - $59K
49.3K $445K
WEST
Westrock Coffee Holdings, LLC
14.8K
New
$5.53 - $8.26 $81.6K - $122K
14.8K $92K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
2.08K
+ 18.44%
$28.49 - $36.1 $59.2K - $75.1K
13.4K $435K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
2.63K
+ 25.72%
$24.76 - $27.53 $65K - $72.3K
12.8K $347K
STEW
Boulder Growth & Income Fund

Financial Services
4.56K
+ 5.51%
$15.33 - $16.73 $70K - $76.3K
87.3K $1.4M
BANC
Banc Of California, Inc.

Financial Services
5.14K
+ 36.97%
$13.66 - $17.77 $70.1K - $91.2K
19K $294K
PVI
Invesco Vrdo Tax Free ETF

ETFs
3.71K
+ 35.09%
$24.71 - $25.05 $91.7K - $93K
14.3K $353K
PFS
Provident Financial Services Inc

Financial Services
4.2K
+ 12.79%
$17.64 - $21.86 $74.2K - $91.9K
37.1K $699K
PAAS
Pan American Silver Corp

Basic Materials
5.28K
+ 19.13%
$19.94 - $25.85 $105K - $136K
32.9K $664K
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
3.43K
+ 24.04%
$29.74 - $31.85 $102K - $109K
17.7K $538K
MPV
Barings Participation Investors

Financial Services
4.37K
+ 5.37%
$16.29 - $17.37 $71.3K - $76K
85.8K $1.47M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
9.02K
+ 87.41%
$10.92 - $12.66 $98.5K - $114K
19.3K $213K
MUST
Columbia ETF Tr I Multi Sector

ETFs
5.59K
+ 9.57%
$20.25 - $20.87 $113K - $117K
64K $1.3M
METV
Listed Fds Tr Roundhill Ball M

ETFs
977
+ 1.22%
$13.21 - $15.35 $12.9K - $15K
80.8K $1.16M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
11.3K
+ 26.78%
$10.39 - $11.25 $117K - $127K
53.3K $557K
CQP
Cheniere Energy Partners, L.P.

Energy
511
+ 3.95%
$48.06 - $58.87 $24.6K - $30.1K
13.5K $714K
MARB
First Tr Exchange Traded Fd Ii

ETFs
4.05K
+ 11.94%
$19.62 - $19.93 $79.5K - $80.7K
38K $754K
GDRX
Good Rx Holdings, Inc.

Healthcare
18K
New
$4.15 - $7.09 $74.8K - $128K
18K $83K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
9.73K
+ 25.15%
$14.98 - $16.73 $146K - $163K
48.4K $725K
RDFN
Redfin Corp

Real Estate
10.6K
New
$7.87 - $12.55 $83.7K - $134K
10.6K $83K
GII
Spdr S&P Global Infrasture ETF

ETFs
2.21K
+ 11.6%
$57.64 - $63.28 $127K - $140K
21.3K $1.26M
TPC
Tutor Perini Corp

Industrials
4.65K
+ 46.81%
$23.8 - $33.24 $111K - $155K
14.6K $352K
WOLF
Wolfspeed, Inc.

Technology
12.6K
New
$6.44 - $16.2 $81.2K - $204K
12.6K $83K
ZG
Zillow Group, Inc.

Communication Services
600
+ 13.22%
$56.08 - $82.33 $33.6K - $49.4K
5.14K $363K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
6.66K
+ 3.31%
$54.15 - $58.81 $361K - $392K
208K $11.3M
EDEN
Ishares Tr Msci Denmark ETF

ETFs
2.01K
+ 31.41%
$105.56 - $124.02 $212K - $249K
8.39K $892K
APLD
Applied Blockchain, Inc.

Financial Services
10.9K
New
$5.97 - $10.68 $64.9K - $116K
10.9K $81K
PKE
Park Aerospace Corp

Industrials
2.68K
+ 10.47%
$12.72 - $15.39 $34.1K - $41.3K
28.3K $414K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
976
+ 12.18%
$41.88 - $50.49 $40.9K - $49.3K
8.99K $418K
HSC
Harsco Corp

Industrials
11.2K
New
N/A
11.2K $80K
PNQI
Invesco Nasdaq Internet ETF

ETFs
460
+ 2.58%
$42.94 - $49.52 $19.8K - $22.8K
18.3K $855K
ITIC
Investors Title CO

Financial Services
216
+ 5.36%
$220.8 - $286.51 $47.7K - $61.9K
4.25K $1.01M
THY
Toews Agility Shares Dynamic T

Technology
3.94K
+ 19.5%
$22.55 - $23.06 $88.8K - $90.8K
24.1K $544K
OLO
Olo Inc.

Technology
10.4K
New
$4.64 - $8.02 $48.1K - $83.2K
10.4K $79K
WPM
Wheaton Precious Metals Corp.

Basic Materials
6.78K
+ 10.88%
$56.08 - $68.53 $380K - $465K
69.1K $3.89M
SABR
Sabre Corp

Consumer Cyclical
30.2K
+ 1.84%
$3.18 - $4.1 $96.2K - $124K
1.67M $6.11M
FIG
Simplify Exchange Traded Fds S

ETFs
4.76K
+ 18.06%
$20.65 - $22.63 $98.2K - $108K
31.1K $642K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
392
+ 0.49%
$51.94 - $55.55 $20.4K - $21.8K
81K $4.32M
PUBM
Pub Matic, Inc.

Technology
5.84K
+ 12.95%
$14.35 - $16.94 $83.7K - $98.8K
50.9K $747K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
650
+ 3.21%
$192.71 - $203.05 $125K - $132K
20.9K $4.04M
OSBC
Old Second Bancorp Inc

Financial Services
1.96K
+ 10.62%
$14.91 - $18.9 $29.1K - $36.9K
20.4K $362K
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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