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
CWEN
Clearway Energy, Inc.

Utilities
10.7K
+ 24.49%
$25.71 - $30.74 $275K - $329K
54.4K $1.41M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
235
+ 0.19%
$14.26 - $15.2 $3.35K - $3.57K
125K $1.87M
SIZE
Ishares Msci Usa Size Factor E

ETFs
857
+ 0.47%
$146.95 - $158.89 $126K - $136K
184K $27.3M
RVMD
Revolution Medicines, Inc.

Healthcare
2.04K
+ 21.75%
$42.97 - $60.6 $87.7K - $124K
11.4K $499K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
4.85K
+ 43.32%
$13.24 - $14.35 $64.2K - $69.6K
16K $220K
JILL
J.Jill, Inc.

Consumer Cyclical
1.51K
+ 14.33%
$23.91 - $28.55 $36.1K - $43.1K
12K $332K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
98
+ 0.46%
$16.2 - $20.45 $1.59K - $2K
21.5K $419K
GMS
Gms Inc.

Industrials
2.41K
+ 10.46%
$84.83 - $103.84 $204K - $250K
25.4K $2.16M
INSW
International Seaways, Inc.

Energy
4.24K
+ 82.54%
$32.46 - $54.3 $138K - $230K
9.37K $336K
AVIG
American Centy ETF Tr Avantis

ETFs
41.3K
+ 4.99%
$40.48 - $42.48 $1.67M - $1.75M
869K $35.2M
NIC
Nicolet Bankshares Inc

Financial Services
157
+ 2.77%
$90.86 - $115.0 $14.3K - $18.1K
5.82K $611K
EMHC
Spdr Bloomberg Emerging Market
17.8K
+ 6.67%
$23.7 - $25.01 $421K - $444K
284K $6.76M
SLF
Sun Life Financial Inc

Financial Services
674
+ 3.19%
$55.43 - $62.69 $37.4K - $42.3K
21.8K $1.29M
VFMV
Vanguard Wellington Fd

ETFs
618
+ 10.84%
$120.0 - $127.93 $74.2K - $79.1K
6.32K $761K
ORN
Orion Group Holdings Inc

Industrials
3.73K
+ 16.07%
$5.35 - $9.0 $19.9K - $33.6K
26.9K $200K
CDAY
Ceridian Hcm Holding Inc.

Technology
1.02K
+ 2.84%
N/A
36.9K $2.38M
ARCB
Arcbest Corp

Industrials
5.84K
+ 18.37%
$93.08 - $121.9 $543K - $711K
37.6K $3.51M
BEAM
Beam Therapeutics Inc.

Healthcare
2.3K
+ 8.15%
$21.55 - $30.35 $49.5K - $69.7K
30.5K $755K
CODI
Compass Diversified Holdings

Industrials
121
+ 0.19%
$20.56 - $24.27 $2.49K - $2.94K
65.5K $1.51M
ROBO
Robo Global Robotics And Autom

ETFs
2.4K
+ 2.76%
$55.06 - $58.6 $132K - $141K
89.5K $5.03M
HTHT
Huazhu Group LTD

Consumer Cyclical
2.77K
+ 41.58%
$32.03 - $41.74 $88.9K - $116K
9.45K $312K
SR
Spire Inc

Utilities
910
+ 22.27%
$62.24 - $73.38 $56.6K - $66.8K
5K $338K
UUUU
Energy Fuels Inc

Energy
12.5K
New
$5.11 - $7.29 $63.7K - $90.9K
12.5K $63K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
1.67K
+ 12.98%
$22.75 - $25.31 $38.1K - $42.4K
14.6K $359K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
3.38K
+ 14.78%
$12.98 - $13.79 $43.9K - $46.6K
26.2K $352K
TGB
Taseko Mines LTD

Basic Materials
31.9K
New
$1.91 - $2.65 $61K - $84.6K
31.9K $61K
AM
Antero Midstream Corp

Energy
2.65K
+ 0.54%
$14.22 - $15.97 $37.7K - $42.3K
493K $7.44M
EURN
Euronav Nv

Energy
3.84K
+ 6.18%
N/A
66K $1.03M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
141
+ 3.02%
$213.99 - $238.91 $30.2K - $33.7K
4.82K $1.08M
DVAX
Dynavax Technologies Corp

Healthcare
2.8K
+ 20.92%
$10.28 - $13.66 $28.7K - $38.2K
16.2K $206K
BJUN
Innovator U.S. Equity Buffer E

ETFs
1.49K
+ 1.96%
N/A
77.2K $3.02M
CASS
Cass Information Systems Inc

Industrials
2.03K
+ 4.48%
$39.91 - $46.17 $80.8K - $93.5K
47.2K $1.93M
SKOR
Flexshares Tr Credit Scored Us

ETFs
3.28K
+ 4.7%
$47.6 - $49.05 $156K - $161K
73.1K $3.49M
MTX
Minerals Technologies Inc

Basic Materials
973
+ 5.67%
$74.88 - $84.6 $72.9K - $82.3K
18.1K $1.38M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
645
+ 15.17%
$150.51 - $170.38 $97.1K - $110K
4.9K $746K
TEI
Templeton Emerging Markets Income Fund

Financial Services
11.3K
New
$5.09 - $5.89 $57.3K - $66.3K
11.3K $57K
VIST
Vista Energy, S.A.B. De C.V.

Energy
108
+ 2.11%
$45.39 - $58.41 $4.9K - $6.31K
5.22K $282K
WIT
Wipro LTD

Technology
15.9K
New
$3.54 - $7.24 $56.3K - $115K
15.9K $56K
ACU
Acme United Corp

Consumer Defensive
6.13K
+ 15.18%
$36.41 - $45.17 $223K - $277K
46.5K $1.74M
BLW
Blackrock LTD Duration Income Trust

Financial Services
6.87K
+ 5.66%
$13.98 - $14.51 $96K - $99.7K
128K $1.81M
PSCC
Invesco S&P Smallcap Consumer

ETFs
1.25K
+ 5.7%
$36.43 - $40.84 $45.6K - $51.1K
23.2K $882K
GUT
Gabelli Utility Trust

Financial Services
11.8K
+ 40.09%
$4.99 - $5.44 $59K - $64.3K
41.3K $207K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
232
+ 6.09%
$64.79 - $77.75 $15K - $18K
4.04K $311K
ANIP
Ani Pharmaceuticals Inc

Healthcare
1.26K
+ 34.19%
$53.35 - $61.74 $67K - $77.5K
4.93K $272K
RVT
Royce Value Trust, Inc.

Financial Services
3.17K
+ 9.81%
$15.15 - $16.9 $48K - $53.6K
35.5K $560K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
3.79K
+ 7.56%
$19.42 - $19.79 $73.6K - $75K
53.9K $1.05M
ADEA
Adeia Inc.

Technology
989
+ 5.36%
$11.43 - $14.61 $11.3K - $14.4K
19.4K $271K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
799
+ 8.03%
$55.05 - $58.86 $44K - $47K
10.7K $606K
DMAR
First Tr Ex Tr Viii Cboe Vest
307
+ 0.65%
$37.14 - $38.49 $11.4K - $11.8K
47.4K $1.81M
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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