Envestnet Asset Management Inc Purchases in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UWMC
Uwm Holdings Corp

Financial Services
98.8K
+ 437.2%
$3.94 - $5.79 $389K - $572K
121K $502K
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
4.09K
+ 24.89%
$52.86 - $67.09 $216K - $275K
20.5K $1.38M
CUZ
Cousins Properties Inc

Real Estate
9.08K
+ 4.61%
$25.15 - $30.53 $228K - $277K
206K $6.18M
CMPR
Cimpress PLC

Communication Services
7.02K
+ 27.16%
$39.23 - $47.35 $275K - $332K
32.9K $1.54M
PHR
Phreesia, Inc.

Healthcare
10.9K
+ 46.84%
$23.25 - $28.49 $252K - $309K
34K $968K
SLF
Sun Life Financial Inc

Financial Services
2.61K
+ 11.95%
$53.39 - $66.45 $140K - $174K
24.5K $1.63M
USTB
Victory Portfolios Ii Victorys

ETFs
7.22K
+ 17.52%
$50.21 - $50.82 $363K - $367K
48.4K $2.46M
EE
Excelerate Energy, Inc.

Utilities
12.8K
New
$24.7 - $31.83 $315K - $406K
12.8K $373K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.44K
+ 0.75%
$26.18 - $30.91 $37.6K - $44.4K
194K $5.84M
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
23.1K
+ 103.77%
$13.46 - $16.77 $311K - $388K
45.4K $728K
IBOC
International Bancshares Corp

Financial Services
4.24K
+ 18.71%
$56.4 - $66.7 $239K - $283K
26.9K $1.79M
TMQ
Trilogy Metals Inc.

Basic Materials
307K
+ 119.96%
$1.17 - $1.71 $359K - $524K
562K $758K
FDRR
Fidelity Covington Tr Divid Et

ETFs
3.71K
+ 10.06%
$43.98 - $54.23 $163K - $201K
40.6K $2.2M
INFA
Informatica Inc.

Technology
14.7K
New
$15.86 - $24.35 $233K - $358K
14.7K $358K
PAHC
Phibro Animal Health Corp

Healthcare
12K
+ 97.28%
$16.53 - $25.66 $198K - $308K
24.3K $621K
KMT
Kennametal Inc

Industrials
11.4K
+ 19.87%
$17.54 - $23.27 $200K - $266K
68.9K $1.58M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
22.9K
+ 22.65%
$30.03 - $40.05 $687K - $916K
124K $4.37M
FHI
Federated Hermes, Inc.

Financial Services
6.25K
+ 28.32%
$35.85 - $44.32 $224K - $277K
28.3K $1.25M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
49.1K
New
$4.61 - $7.23 $226K - $355K
49.1K $355K
CUBI
Customers Bancorp, Inc.

Financial Services
3.25K
+ 17.05%
$42.75 - $58.98 $139K - $192K
22.3K $1.31M
CAMT
Camtek LTD

Technology
619
+ 5.33%
$50.56 - $84.56 $31.3K - $52.3K
12.2K $1.03M
STN
Stantec Inc

Industrials
2.63K
+ 100.46%
$78.92 - $109.58 $207K - $288K
5.24K $569K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
8.74K
+ 2.36%
$20.29 - $21.52 $177K - $188K
380K $8.18M
LTC
Ltc Properties Inc

Real Estate
12.2K
+ 14.89%
$32.83 - $36.24 $399K - $441K
93.8K $3.25M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
15.3K
+ 4.92%
$21.55 - $22.2 $329K - $339K
325K $7.19M
PMAR
Innovator U.S. Equity Power Bu

ETFs
2.44K
+ 2.26%
$37.18 - $42.23 $90.5K - $103K
110K $4.65M
HWC
Hancock Whitney Corp

Financial Services
738
+ 1.2%
$46.05 - $58.03 $34K - $42.8K
62.2K $3.57M
O
Realty Income Corp

Real Estate
21.7K
+ 0.96%
$52.27 - $58.52 $1.13M - $1.27M
2.27M $131M
PAC
Pacific Airport Group

Industrials
115
+ 1.59%
$175.11 - $238.95 $20.1K - $27.5K
7.33K $1.68M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.73K
+ 1.84%
$48.81 - $59.48 $84.6K - $103K
95.9K $5.7M
ORA
Ormat Technologies, Inc.

Utilities
193
+ 0.77%
$66.4 - $86.59 $12.8K - $16.7K
25.2K $2.11M
SCSC
Scansource, Inc.

Technology
6.72K
+ 90.43%
$29.63 - $42.15 $199K - $283K
14.2K $591K
GAM
General American Investors CO Inc

Financial Services
2.81K
+ 8.9%
$45.31 - $56.04 $127K - $157K
34.4K $1.93M
ZD
Ziff Davis, Inc.

Communication Services
14.3K
+ 106.54%
$29.53 - $38.63 $423K - $554K
27.8K $840K
RIOT
Riot Blockchain, Inc.

Technology
24.8K
+ 197.14%
$6.29 - $11.3 $156K - $281K
37.4K $422K
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
9.77K
+ 6.53%
$25.57 - $29.33 $250K - $286K
159K $4.6M
DRIV
Global X Fds Global X Autonomo

ETFs
6.86K
+ 8.72%
$17.75 - $23.51 $122K - $161K
85.6K $1.99M
SVAL
Ishares Tr Us Small Cap Value

ETFs
9.7K
+ 37.11%
$26.29 - $31.11 $255K - $302K
35.8K $1.11M
OMI
Owens & Minor Inc

Healthcare
36.2K
New
$6.35 - $9.16 $230K - $332K
36.2K $329K
BNTX
Bio N Tech Se

Healthcare
1.81K
+ 20.63%
$86.65 - $120.54 $157K - $218K
10.6K $1.13M
RPV
Invesco Exchange Traded Fd Tr

ETFs
2.67K
+ 4.8%
$81.66 - $93.76 $218K - $250K
58.3K $5.46M
PBJ
Invesco Exchange Traded Fd Tr

ETFs
6.45K
+ 40.68%
$43.17 - $48.53 $278K - $313K
22.3K $1.05M
MNSO
Miniso Group Holding LTD

Consumer Cyclical
17.9K
New
$14.31 - $22.19 $256K - $397K
17.9K $326K
QFIN
360 Digi Tech, Inc.

Financial Services
9.25K
+ 19.05%
$35.33 - $46.05 $327K - $426K
57.8K $2.51M
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
27K
New
$11.69 - $13.91 $316K - $376K
27K $324K
CPK
Chesapeake Utilities Corp

Utilities
10.4K
+ 9.19%
$116.0 - $135.5 $1.21M - $1.41M
124K $14.9M
ALHC
Alignment Healthcare, Inc.

Healthcare
23K
New
$13.7 - $19.78 $315K - $454K
23K $321K
GPRE
Green Plains Inc.

Basic Materials
45.4K
+ 112.58%
$3.3 - $6.03 $150K - $274K
85.7K $516K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
13.6K
New
$22.15 - $23.69 $300K - $321K
13.6K $321K
Activity Summary
Buys All Purchases 2655 New Holdings 267 Increased Positions 2388 Sells All Sells 1747 Reductions 1747 Sold out 0 Options Calls 0 Puts 0
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