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
AVSU
American Centy ETF Tr Avantis

ETFs
2.98K
+ 25.76%
$61.4 - $69.08 $183K - $206K
14.5K $906K
AZZ
Azz Inc

Industrials
1.5K
+ 15.36%
$82.13 - $99.01 $123K - $148K
11.2K $940K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
12.5K
+ 69.84%
$11.22 - $11.85 $140K - $148K
30.3K $344K
HQL
Tekla Life Sciences Investors

Financial Services
11.1K
New
$12.69 - $14.36 $140K - $159K
11.1K $140K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
8.85K
+ 38.49%
$18.61 - $21.28 $165K - $188K
31.8K $604K
CBU
Community Bank System, Inc.

Financial Services
8.81K
+ 11.72%
$56.08 - $67.99 $494K - $599K
84K $4.78M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
2.45K
+ 3.14%
$51.94 - $55.24 $127K - $135K
80.4K $4.28M
HTZ
Hertz Global Holdings, Inc

Industrials
35.1K
New
$3.3 - $4.5 $116K - $158K
35.1K $138K
EPC
Edgewell Personal Care CO

Consumer Defensive
7.07K
+ 20.11%
$28.59 - $34.44 $202K - $243K
42.2K $1.32M
IYC
Ishares U.S. Consumer Discreti

ETFs
4.54K
+ 13.36%
$85.71 - $101.2 $389K - $460K
38.6K $3.41M
GGT
Gabelli Multimedia Trust Inc.

Financial Services
29.2K
New
$4.49 - $4.91 $131K - $143K
29.2K $135K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
3.99K
+ 3.05%
$23.28 - $23.95 $92.9K - $95.6K
135K $3.2M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
12K
+ 73.52%
$11.69 - $12.32 $140K - $148K
28.3K $332K
UMC
United Microelectronics Corp

Technology
11.1K
+ 13.4%
$5.69 - $7.15 $63.3K - $79.5K
94.1K $672K
ARHS
Arhaus, Inc.

Consumer Cyclical
19.8K
+ 34.62%
$8.57 - $12.98 $170K - $258K
77.2K $671K
AVSD
American Centy ETF Tr Avantis

ETFs
1.85K
+ 36.81%
$54.89 - $62.11 $101K - $115K
6.86K $411K
ERIE
Erie Indemnity CO

Financial Services
9
+ 0.05%
$377.62 - $450.61 $3.4K - $4.06K
18.7K $7.84M
AWR
American States Water CO

Utilities
1.6K
+ 32.32%
$70.84 - $80.98 $113K - $129K
6.55K $515K
OBNK
Origin Bancorp, Inc.

Financial Services
4.05K
+ 6.5%
N/A
66.5K $2.14M
OSCR
Oscar Health, Inc.

Healthcare
10K
New
$12.83 - $17.3 $129K - $174K
10K $131K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
11.5K
+ 8.83%
$10.13 - $10.52 $117K - $121K
142K $1.46M
ALE
Allete Inc

Utilities
1.56K
+ 5.39%
$64.9 - $65.91 $101K - $103K
30.5K $2M
STEW
Boulder Growth & Income Fund

Financial Services
1.2K
+ 1.37%
$15.76 - $17.3 $18.9K - $20.7K
88.5K $1.53M
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
12.7K
+ 102.86%
$9.85 - $10.28 $125K - $131K
25.1K $249K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
2.13K
+ 5.14%
$12.68 - $17.71 $27K - $37.7K
43.5K $682K
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
1.54K
+ 10.3%
$57.12 - $63.13 $87.7K - $96.9K
16.4K $999K
CWENA
Clearway Energy Inc Cl A
3.51K
+ 7.13%
N/A
52.7K $1.82M
NMIH
Nmi Holdings, Inc.

Financial Services
4.13K
+ 10.61%
$34.46 - $39.13 $142K - $162K
43.1K $1.55M
TGNA
Tegna Inc

Communication Services
7.23K
+ 4.21%
$16.63 - $18.95 $120K - $137K
179K $3.26M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
2.9K
+ 32.04%
$41.17 - $45.22 $119K - $131K
12K $507K
BYD
Boyd Gaming Corp

Consumer Cyclical
7.41K
+ 13.5%
$65.83 - $79.52 $488K - $589K
62.3K $4.1M
CRVL
Corvel Corp

Financial Services
758
+ 1.56%
$103.48 - $128.46 $78.4K - $97.4K
49.2K $5.51M
FEMB
First Tr ETF Emerging Markets

ETFs
3.47K
+ 12.23%
$25.88 - $27.49 $89.8K - $95.4K
31.8K $856K
DIV
Global X Superdividend Us ETF

ETFs
6.92K
+ 11.69%
N/A
66.1K $1.14M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
3.69K
+ 25.59%
$42.69 - $52.91 $158K - $195K
18.1K $786K
AFMC
First Tr Exchange Traded Fd Vi

ETFs
4.24K
+ 37.06%
$29.5 - $33.51 $125K - $142K
15.7K $477K
VVR
Invesco Senior Income Trust

Financial Services
54.4K
+ 12.28%
$3.55 - $4.15 $193K - $226K
497K $1.86M
UTMD
Utah Medical Products Inc

Healthcare
2.78K
+ 37.72%
$56.04 - $64.17 $156K - $178K
10.2K $569K
CWS
Advisorshares Tr Advisorshares

ETFs
1.66K
+ 18.37%
$63.1 - $68.75 $105K - $114K
10.7K $699K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.74K
+ 21.96%
$55.76 - $59.54 $97.2K - $104K
9.69K $562K
CAPR
Capricor Therapeutics, Inc.

Healthcare
12K
New
$9.49 - $16.11 $114K - $194K
12K $114K
DAR
Darling Ingredients Inc.

Consumer Defensive
44.3K
+ 8.55%
$28.51 - $41.85 $1.26M - $1.85M
562K $17.6M
PGJ
Invesco Exchange Traded Fd Tr

ETFs
1.66K
+ 8.91%
$24.56 - $32.57 $40.8K - $54.2K
20.3K $602K
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
2.78K
+ 18.92%
$26.76 - $29.39 $74.3K - $81.6K
17.5K $509K
EIC
Eagle Point Income CO Inc.

N/A
11K
+ 12.76%
$14.65 - $16.36 $161K - $179K
96.8K $1.45M
FLCH
Franklin Templeton ETF Tr

ETFs
3.54K
+ 27.85%
$17.31 - $22.91 $61.2K - $81K
16.2K $346K
SWX
Southwest Gas Holdings, Inc.

Utilities
1.24K
+ 5.79%
$68.42 - $78.18 $85K - $97.1K
22.7K $1.63M
ALT
Altimmune, Inc.

Healthcare
22.2K
New
$5.0 - $7.45 $111K - $166K
22.2K $111K
CRSP
Crispr Therapeutics Ag

Healthcare
12K
+ 21.46%
$34.03 - $53.02 $409K - $638K
68.1K $2.32M
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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