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
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.85K
+ 14.76%
$63.74 - $73.47 $309K - $356K
37.7K $2.7M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
9.81K
+ 12.02%
$28.45 - $30.18 $279K - $296K
91.4K $2.74M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
4.48K
+ 55.43%
$70.21 - $78.25 $314K - $350K
12.6K $966K
NTLA
Intellia Therapeutics, Inc.

Healthcare
24.4K
+ 43.96%
$19.72 - $27.36 $482K - $668K
80K $1.64M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
2.79K
+ 46.41%
$100.88 - $116.06 $281K - $323K
8.79K $1.02M
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
8.89K
+ 40.61%
$37.32 - $42.18 $332K - $375K
30.8K $1.28M
DWM
Wisdomtree Tr

ETFs
1.48K
+ 1.81%
$52.24 - $58.1 $77.5K - $86.2K
83.2K $4.79M
DUG
Proshares Tr Ultrashort Oil &

ETFs
39.6K
New
$9.11 - $11.21 $361K - $444K
39.6K $398K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
26.6K
+ 9.18%
$12.65 - $13.91 $337K - $371K
317K $4.36M
ENR
Energizer Holdings, Inc.

Industrials
9.55K
+ 23.09%
$28.36 - $32.53 $271K - $310K
50.9K $1.62M
SLM
Slm Corp

Financial Services
1.84K
+ 1.09%
$19.93 - $23.7 $36.6K - $43.6K
171K $3.9M
GHC
Graham Holdings CO

Consumer Defensive
176
+ 8.71%
$688.99 - $821.72 $121K - $145K
2.2K $1.81M
ASND
Ascendis Pharma A/S

Healthcare
1.69K
+ 15.89%
$113.0 - $153.43 $191K - $260K
12.3K $1.84M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
4.17K
+ 8.4%
$61.2 - $67.95 $255K - $283K
53.8K $3.61M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
7.69K
+ 2.46%
$14.94 - $15.76 $115K - $121K
320K $5.05M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
39.1K
+ 7.72%
$19.97 - $21.86 $780K - $854K
545K $11.2M
TIPT
Tiptree Inc.

Financial Services
19.8K
New
$15.74 - $20.11 $312K - $399K
19.8K $387K
HCI
Hci Group, Inc.

Financial Services
3.61K
New
$84.96 - $108.91 $307K - $393K
3.61K $386K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
12K
+ 7.53%
$20.81 - $21.7 $249K - $260K
171K $3.71M
SPXN
Proshares Tr S&P 500 Ex Finls

ETFs
5.65K
+ 44.36%
$55.69 - $61.93 $315K - $350K
18.4K $1.14M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.11K
+ 1.94%
$26.09 - $33.19 $28.9K - $36.7K
58K $1.93M
CID
Victory Portfolios Ii Shs Intl

ETFs
1.07K
+ 0.68%
$31.53 - $34.26 $33.7K - $36.7K
159K $5.38M
HUN
Huntsman Corp

Basic Materials
10.3K
+ 11.29%
$20.02 - $24.78 $206K - $256K
102K $2.46M
VRNS
Varonis Systems Inc

Technology
2.35K
+ 8.15%
$46.03 - $57.54 $108K - $135K
31.2K $1.76M
CRSP
Crispr Therapeutics Ag

Healthcare
14.1K
+ 34.77%
$44.62 - $62.75 $631K - $887K
54.8K $2.57M
TGTX
Tg Therapeutics, Inc.

Healthcare
7.1K
+ 18.74%
$17.21 - $25.28 $122K - $179K
45K $1.05M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
12.9K
+ 4.74%
$12.25 - $13.1 $158K - $169K
285K $3.73M
SG
Sweetgreen, Inc.

Consumer Cyclical
10.5K
New
$23.87 - $37.65 $251K - $397K
10.5K $373K
TNL
Travel & Leisure Co.

Consumer Cyclical
3.58K
+ 1.9%
$40.55 - $49.87 $145K - $179K
192K $8.87M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
76K
+ 52.71%
$5.92 - $8.6 $450K - $653K
220K $1.45M
EPC
Edgewell Personal Care CO

Consumer Defensive
12.6K
+ 55.13%
$36.06 - $41.19 $453K - $517K
35.3K $1.28M
MMYT
Make My Trip LTD

Consumer Cyclical
4.03K
+ 39.86%
$86.09 - $86.09 $347K - $347K
14.1K $1.22M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
1.5K
+ 47.2%
$196.3 - $218.19 $294K - $327K
4.68K $1.02M
IQIN
Indexiq ETF Tr Iq 500 Intl ETF

ETFs
8.54K
+ 33.02%
$31.63 - $35.41 $270K - $302K
34.4K $1.21M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
21.3K
+ 15.8%
$11.81 - $12.92 $251K - $275K
156K $2.01M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
3.19K
+ 4.12%
$47.54 - $52.58 $152K - $168K
80.6K $4.24M
RNST
Renasant Corp

Financial Services
9.05K
+ 26.03%
$29.78 - $37.09 $269K - $336K
43.8K $1.42M
VCEL
Vericel Corp

Healthcare
22.2K
+ 14.03%
$42.25 - $53.56 $938K - $1.19M
180K $7.62M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
18.3K
+ 100.22%
$13.75 - $18.24 $252K - $334K
36.6K $605K
RNG
Ring Central, Inc.

Technology
11.4K
New
$27.72 - $35.26 $315K - $401K
11.4K $359K
KBH
Kb Home

Consumer Cyclical
2.26K
+ 21.16%
$65.35 - $89.63 $147K - $202K
12.9K $1.11M
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
38K
New
$8.35 - $9.49 $317K - $360K
38K $357K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
24.9K
+ 98.23%
$12.25 - $13.39 $305K - $333K
50.2K $672K
INTA
Intapp, Inc.

Technology
103
+ 0.33%
$31.5 - $51.19 $3.24K - $5.27K
31.5K $1.51M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
18K
+ 12.88%
$11.93 - $12.78 $215K - $230K
158K $2.02M
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
39.2K
+ 125.45%
$7.42 - $8.39 $291K - $329K
70.5K $591K
WERN
Werner Enterprises Inc

Industrials
8.37K
+ 72.81%
$34.21 - $40.44 $286K - $338K
19.9K $766K
RDY
Dr Reddys Laboratories LTD

Healthcare
3.22K
+ 10.7%
$75.41 - $84.21 $243K - $271K
33.3K $2.64M
PRIM
Primoris Services Corp

Industrials
2.89K
+ 12.85%
$47.41 - $59.36 $137K - $171K
25.4K $1.47M
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
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email