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
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
16.3K
+ 14.07%
$8.86 - $9.3 $145K - $152K
132K $1.22M
BLW
Blackrock LTD Duration Income Trust

Financial Services
12.2K
+ 9.52%
$13.95 - $14.38 $170K - $176K
140K $1.99M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
3.13K
+ 25.09%
N/A
15.6K $869K
MORN
Morningstar, Inc.

Financial Services
12.2K
+ 12.92%
$282.49 - $334.73 $3.43M - $4.07M
106K $31.9M
IYM
Ishares Tr

ETFs
963
+ 10.8%
$128.53 - $142.03 $124K - $137K
9.88K $1.33M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3.17K
+ 3.76%
$49.75 - $50.27 $158K - $159K
87.3K $4.37M
EFC
Ellington Financial Inc.

Real Estate
9.93K
+ 28.27%
$12.08 - $14.35 $120K - $142K
45K $597K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
15.8K
+ 98.57%
$10.55 - $11.13 $166K - $175K
31.8K $340K
FTDS
First Trust Dividend Strength

ETFs
3.25K
+ 26.07%
$49.71 - $53.36 $162K - $173K
15.7K $800K
CMBS
Ishares Cmbs ETF

ETFs
3.05K
+ 10.45%
$47.16 - $48.21 $144K - $147K
32.3K $1.55M
PBRA
Petroleo Bras Ads (Ea Reptg 2
12.8K
+ 8.74%
N/A
159K $2.08M
IMOS
Chipmos Technologies Inc

Technology
14.6K
+ 35.43%
$16.84 - $20.92 $246K - $306K
55.9K $941K
TPHD
Timothy Plan High Divid Stk Et

ETFs
1.89K
+ 2.57%
$36.09 - $38.27 $68K - $72.1K
75.2K $2.83M
PNM
Pnm Resources Inc

Utilities
3.92K
+ 3.78%
N/A
107K $4.48M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
10.7K
+ 24.58%
$13.33 - $14.08 $143K - $151K
54.4K $755K
ANIP
Ani Pharmaceuticals Inc

Healthcare
1.53K
+ 30.97%
$53.93 - $68.36 $82.4K - $104K
6.46K $432K
PCT
Pure Cycle Technologies, Inc.

Industrials
38K
+ 123.43%
$6.92 - $10.9 $263K - $414K
68.8K $475K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
26.1K
New
$5.37 - $6.09 $140K - $159K
26.1K $159K
ONB
Old National Bancorp

Financial Services
9.99K
+ 9.57%
$20.11 - $24.45 $201K - $244K
114K $2.42M
CPER
United States Copper Index Fun

ETFs
2.85K
+ 27.2%
$25.32 - $32.75 $72.2K - $93.3K
13.3K $421K
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
2.33K
+ 15.08%
$48.89 - $54.85 $114K - $128K
17.8K $923K
KTF
Dws Municipal Income Trust

Financial Services
17.6K
+ 14.17%
$9.32 - $9.72 $164K - $171K
142K $1.33M
BEN
Franklin Resources Inc

Financial Services
24K
+ 8.21%
$18.92 - $22.24 $454K - $533K
316K $6.08M
JPRE
J P Morgan Exchange Traded Fd

ETFs
2.89K
+ 14.97%
$45.34 - $49.96 $131K - $144K
22.2K $1.07M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
58.7K
+ 5.77%
$29.68 - $32.59 $1.74M - $1.91M
1.07M $32.1M
FXE
Invesco Currency Shares Euro Trust

ETFs
1.3K
+ 22.29%
$94.32 - $101.09 $122K - $131K
7.11K $709K
MASI
Masimo Corp

Healthcare
681
+ 2.19%
$163.55 - $190.63 $111K - $130K
31.8K $5.3M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
2.09K
+ 4.51%
$46.86 - $50.66 $97.9K - $106K
48.4K $2.35M
OTTR
Otter Tail Corp

Utilities
1.47K
+ 28.19%
$72.43 - $83.38 $106K - $122K
6.66K $535K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
3.82K
+ 5.84%
$47.47 - $48.84 $181K - $187K
69.2K $3.31M
KBA
Kraneshares Bosera Msci China

ETFs
6.29K
+ 36.26%
$22.16 - $24.73 $139K - $155K
23.6K $557K
IHS
Ihs Holding LTD

Communication Services
28.8K
New
$3.03 - $5.37 $87.4K - $155K
28.8K $150K
REPL
Replimune Group, Inc.

Healthcare
15.4K
New
$9.75 - $14.31 $150K - $220K
15.4K $150K
WSBC
Wesbanco Inc

Financial Services
17.2K
+ 7.11%
$30.36 - $37.08 $521K - $637K
259K $8.01M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
10.3K
New
$14.31 - $15.69 $148K - $162K
10.3K $149K
TOWN
Towne Bank (Va)

Financial Services
4.21K
+ 12.11%
$32.13 - $37.51 $135K - $158K
38.9K $1.33M
HYHG
Proshares High Yield Interest

ETFs
3.44K
+ 7.07%
$64.04 - $66.96 $220K - $230K
52.2K $3.34M
JAMF
Jamf Holding Corp.

Technology
24.6K
+ 30.76%
$12.15 - $15.96 $299K - $393K
105K $1.27M
ONLN
Proshares Tr Online Retail ETF

ETFs
3.71K
+ 37.04%
$42.63 - $51.27 $158K - $190K
13.7K $594K
PEG
Public Service Enterprise Group Inc

Utilities
27.5K
+ 2.85%
$78.2 - $90.39 $2.15M - $2.48M
993K $81.7M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
955
+ 6.55%
$71.58 - $79.91 $68.4K - $76.3K
15.5K $1.2M
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
3.06K
+ 1.69%
$34.85 - $36.87 $107K - $113K
184K $6.62M
FEMS
First Trust Emerging Markets S

ETFs
5K
+ 6.91%
$36.09 - $39.16 $180K - $196K
77.3K $2.87M
COPX
Global X Copper Miners ETF

ETFs
2.35K
+ 3.88%
$37.72 - $43.32 $88.7K - $102K
62.9K $2.46M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
12.9K
+ 78.69%
$11.12 - $11.83 $144K - $153K
29.4K $329K
TRS
Trimas Corp

Consumer Cyclical
7.02K
+ 44.55%
$20.49 - $25.42 $144K - $178K
22.8K $533K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
2.8K
+ 8.39%
$28.66 - $31.72 $80.3K - $88.9K
36.2K $1.11M
GAB
Gabelli Equity Trust Inc

Financial Services
25.5K
+ 92.69%
$5.36 - $5.67 $137K - $145K
53K $292K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
15.3K
+ 70.63%
$9.26 - $9.48 $141K - $145K
36.9K $341K
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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