Envestnet Asset Management Inc Purchases in Q3 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
THY
Toews Agility Shares Dynamic T

Technology
20.2K
New
$22.18 - $23.08 $448K - $466K
20.2K $465K
HMOP
Hartford Fds Exchange Traded T

ETFs
9.52K
+ 7.5%
$38.61 - $39.46 $368K - $376K
136K $5.37M
MFM
Mfs Municipal Income Trust

Financial Services
55.4K
+ 9.89%
$5.33 - $5.78 $295K - $320K
616K $3.52M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
42.1K
+ 2.34%
$13.31 - $15.65 $560K - $658K
1.84M $26.5M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
5.48K
+ 9.2%
$27.19 - $32.45 $149K - $178K
65K $2.09M
WSBC
Wesbanco Inc

Financial Services
1.3K
+ 0.57%
$27.11 - $34.28 $35.4K - $44.7K
229K $6.81M
AA
Alcoa Corp

Basic Materials
12.5K
+ 71.96%
$28.17 - $42.44 $352K - $530K
29.8K $1.15M
FLGV
Franklin Templeton ETF Trfrank

ETFs
18.5K
+ 19.42%
$20.11 - $21.26 $372K - $393K
114K $2.4M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.09K
+ 5.71%
$175.05 - $196.39 $191K - $215K
20.2K $3.97M
HYHG
Proshares High Yield Interest

ETFs
6.71K
+ 18.63%
$62.35 - $64.81 $418K - $435K
42.7K $2.77M
RAVI
Flexshares Tr Ready Access Var

ETFs
5.89K
+ 10.93%
$75.14 - $75.66 $442K - $445K
59.7K $4.52M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
2.54K
+ 4.89%
$43.83 - $54.98 $111K - $139K
54.3K $2.77M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
15.1K
+ 9.67%
$28.82 - $30.15 $435K - $455K
171K $5M
PRN
Invesco Dwa Industrials Moment

ETFs
2.29K
+ 45.05%
$130.94 - $152.99 $300K - $351K
7.38K $1.13M
NTNX
Nutanix, Inc.

Technology
6.47K
+ 23.54%
$46.0 - $63.19 $298K - $409K
34K $2.01M
PHK
Pimco High Income Fund

Financial Services
64.2K
+ 9.01%
$4.76 - $5.0 $306K - $321K
777K $3.88M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
3.95K
+ 2.13%
$48.09 - $49.69 $190K - $196K
189K $9.39M
CDRE
Cadre Holdings, Inc.

Industrials
9.71K
+ 57.87%
$32.58 - $38.57 $316K - $375K
26.5K $1.01M
QLV
Flexshares Us Quality Low Vola

ETFs
2.41K
+ 3.56%
$61.31 - $66.6 $148K - $161K
70.1K $4.66M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
7.82K
+ 3.52%
$14.08 - $17.36 $110K - $136K
230K $3.98M
CSB
Victory Portf Ii Shs Us Small

ETFs
332
+ 0.42%
$52.46 - $59.54 $17.4K - $19.8K
79.1K $4.65M
ZM
Zoom Video Communications, Inc.

Technology
2.72K
+ 11.63%
$55.32 - $71.9 $150K - $195K
26.1K $1.82M
CWENA
Clearway Energy Inc Cl A
12.7K
+ 45.25%
N/A
40.7K $1.4M
CARS
Cars.Com Inc.

Consumer Cyclical
66.8K
+ 28.7%
$16.62 - $20.62 $1.11M - $1.38M
300K $5.02M
MYGN
Myriad Genetics Inc

Healthcare
7.6K
+ 9.78%
$23.97 - $28.6 $182K - $217K
85.4K $2.34M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
21.1K
+ 7.72%
$11.89 - $12.87 $250K - $271K
294K $3.73M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.62K
+ 1.82%
$29.23 - $33.51 $76.5K - $87.7K
146K $4.83M
BFH
Bread Financial Holdings, Inc.

Financial Services
9.01K
New
$44.5 - $58.6 $401K - $528K
9.01K $428K
FEMS
First Trust Emerging Markets S

ETFs
9.96K
+ 27.18%
$37.85 - $42.19 $377K - $420K
46.6K $1.92M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
6.89K
New
$48.52 - $64.71 $334K - $446K
6.89K $427K
PI
Impinj Inc

Technology
96
+ 1.42%
$137.66 - $217.83 $13.2K - $20.9K
6.86K $1.49M
RVMD
Revolution Medicines, Inc.

Healthcare
9.38K
New
$36.92 - $47.94 $346K - $450K
9.38K $425K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
14.5K
+ 31.96%
$20.42 - $22.85 $295K - $330K
59.7K $1.35M
PRDO
Perdoceo Education Corp

Consumer Defensive
16.5K
+ 23.64%
$20.78 - $25.25 $343K - $417K
86.3K $1.92M
DNP
Dnp Select Income Fund Inc

Financial Services
22.5K
+ 20.72%
$8.21 - $10.03 $184K - $225K
131K $1.31M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
24.4K
+ 68.05%
$15.79 - $18.51 $385K - $451K
60.2K $1.02M
GMAB
Genmab A/S

Healthcare
47.9K
+ 4.81%
$23.84 - $28.48 $1.14M - $1.36M
1.04M $25.4M
CDNA
Care Dx, Inc.

Healthcare
6.34K
+ 45.1%
$14.41 - $33.99 $91.4K - $216K
20.4K $637K
LTC
Ltc Properties Inc

Real Estate
9.01K
+ 22.29%
$34.07 - $38.15 $307K - $344K
49.4K $1.81M
AGO
Assured Guaranty LTD

Financial Services
3.28K
+ 5.11%
$74.0 - $82.52 $243K - $271K
67.5K $5.36M
EWX
Spdr S&P Emerging Markets Smal

ETFs
2.68K
+ 4.89%
$54.3 - $62.38 $146K - $167K
57.5K $3.59M
COLM
Columbia Sportswear CO

Consumer Cyclical
1.8K
+ 2.83%
$76.16 - $83.74 $137K - $151K
65.4K $5.44M
FIBK
First Interstate Bancsystem Inc

Financial Services
9.7K
+ 24.98%
$27.11 - $32.35 $263K - $314K
48.5K $1.49M
CHK
Chesapeake Energy Corp

Energy
4.88K
+ 11.1%
$70.32 - $83.77 $343K - $409K
48.8K $4.02M
FBCV
Fidelity Covington Tr Blue Chi

ETFs
11.1K
+ 61.33%
$29.77 - $32.69 $329K - $362K
29.1K $951K
IGE
Ishares Tr North Amern Nat Res

ETFs
8.66K
+ 2.09%
$42.07 - $45.59 $364K - $395K
422K $18.6M
AWR
American States Water CO

Utilities
4.9K
New
$71.55 - $85.38 $350K - $418K
4.9K $407K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
15.4K
+ 5.99%
$25.04 - $25.21 $385K - $387K
272K $6.85M
FTXH
First Tr ETF Vi Nasdaq Pharmac

ETFs
14K
New
$26.75 - $29.66 $375K - $416K
14K $404K
Activity Summary
Buys All Purchases 2599 New Holdings 209 Increased Positions 2390 Sells All Sells 1584 Reductions 1584 Sold out 0 Options Calls 0 Puts 0
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