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
LNSR
Lensar, Inc.

Healthcare
711
+ 6.8%
$4.2 - $8.82 $2.99K - $6.27K
11.2K $98K
EQX
Equinox Gold Corp.

Basic Materials
15.4K
+ 59.9%
$4.97 - $6.41 $76.7K - $98.9K
41.2K $206K
MRC
Mrc Global Inc.

Energy
3.86K
+ 35.69%
$12.11 - $14.44 $46.7K - $55.7K
14.7K $187K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
2.2K
+ 1.62%
$36.74 - $40.43 $80.8K - $88.9K
138K $5.1M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
8
+ 0.02%
$16.22 - $18.28 $130 - $146
51.5K $923K
RFEM
First Trust Iii Riverfront Dyn

ETFs
3.69K
+ 9.71%
$62.89 - $68.65 $232K - $253K
41.7K $2.64M
IMKTA
Ingles Markets Inc

Consumer Defensive
1.66K
+ 29.34%
$60.85 - $75.3 $101K - $125K
7.34K $472K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
11.3K
New
$3.34 - $5.04 $37.6K - $56.8K
11.3K $49K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
5.44K
+ 41.16%
$6.27 - $8.49 $34.1K - $46.2K
18.6K $135K
KOMP
Spdr S&P Kensho New Economies

ETFs
778
+ 12.85%
$48.59 - $54.76 $37.8K - $42.6K
6.83K $347K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
5.21K
+ 6.53%
$17.65 - $18.4 $91.9K - $95.8K
85K $1.52M
FTDS
First Trust Dividend Strength

ETFs
1.22K
+ 10.85%
$49.83 - $55.18 $60.8K - $67.4K
12.5K $630K
UIS
Unisys Corp

Technology
4.14K
+ 14.74%
$5.38 - $8.92 $22.3K - $37K
32.3K $204K
DX
Dynex Capital Inc

Real Estate
3.62K
+ 15.42%
$12.07 - $12.72 $43.7K - $46.1K
27.1K $343K
IXP
Ishares Global Comm Services E

ETFs
223
+ 2.59%
$92.71 - $102.47 $20.7K - $22.9K
8.84K $854K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
1.18K
+ 19.93%
N/A
7.12K $261K
FDM
First Trust Dow Jones Select M

ETFs
319
+ 6.14%
$62.59 - $73.1 $20K - $23.3K
5.52K $376K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
9.4K
+ 5.95%
$12.32 - $13.02 $116K - $122K
167K $2.06M
SWI
Solar Winds Corp

Technology
2.06K
+ 17.68%
$12.42 - $14.84 $25.6K - $30.6K
13.7K $195K
MCY
Mercury General Corp

Financial Services
353
+ 6.8%
$62.82 - $78.96 $22.2K - $27.9K
5.54K $368K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
10.6K
+ 2.51%
$2.99 - $3.34 $31.7K - $35.4K
433K $1.35M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
5.23K
+ 30.4%
$10.81 - $11.94 $56.6K - $62.5K
22.4K $243K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
8.66K
+ 13.92%
$4.76 - $5.09 $41.2K - $44.1K
70.9K $352K
GENI
Genius Sports LTD

Communication Services
3.55K
+ 27.22%
$6.74 - $10.04 $23.9K - $35.6K
16.6K $143K
BSEP
Innovator U.S. Equity Buffer E

ETFs
34
+ 0.07%
$41.8 - $43.67 $1.42K - $1.48K
50.9K $2.18M
KJUL
Innovator U.S. Small Cap Power

Technology
1.23K
+ 8.2%
$28.78 - $30.34 $35.4K - $37.3K
16.2K $477K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.32K
+ 4.14%
$41.64 - $45.75 $55K - $60.4K
33.2K $1.39M
OXLC
Oxford Lane Capital Corp.

Financial Services
8.93K
+ 42.04%
$5.05 - $5.45 $45.1K - $48.7K
30.2K $152K
DJP
Barclays Bank PLC

ETFs
1.25K
+ 4.44%
N/A
29.4K $949K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
2.75K
+ 17.27%
$24.95 - $31.41 $68.6K - $86.3K
18.7K $488K
APLE
Apple Hospitality Reit, Inc.

Real Estate
332
+ 0.5%
$14.68 - $16.32 $4.87K - $5.42K
67.1K $1.03M
STXS
Stereotaxis, Inc.

Healthcare
11.6K
+ 23.5%
$1.84 - $2.47 $21.4K - $28.7K
61.1K $139K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
2.14K
+ 16.72%
$25.18 - $26.55 $53.9K - $56.8K
14.9K $377K
FTXH
First Tr ETF Vi Nasdaq Pharmac

ETFs
2.38K
+ 17.01%
$26.74 - $29.16 $63.7K - $69.5K
16.4K $442K
NVEC
Nve Corp

Technology
297
+ 3.42%
$74.32 - $84.39 $22.1K - $25.1K
8.98K $731K
IGHG
Proshares Investment Grade Int

ETFs
366
+ 4.43%
$76.8 - $78.32 $28.1K - $28.7K
8.62K $673K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
21K
+ 9.73%
$30.82 - $34.31 $647K - $720K
237K $7.4M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
2.68K
+ 11.37%
$16.46 - $17.93 $44.1K - $48.1K
26.3K $451K
SLRC
Slr Investment Corp.

Financial Services
1.43K
+ 11.31%
$14.9 - $16.86 $21.3K - $24.1K
14.1K $227K
SLI
Standard Lithium Ltd.

Basic Materials
25.6K
New
$1.36 - $2.51 $34.8K - $64.1K
25.6K $37K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
4.34K
+ 8.53%
$12.44 - $13.19 $53.9K - $57.2K
55.2K $686K
MYO
Myomo, Inc.

Healthcare
1.28K
+ 9.97%
$3.66 - $6.41 $4.7K - $8.23K
14.2K $87K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
4.11K
+ 35.5%
$10.95 - $12.01 $45K - $49.3K
15.7K $173K
LIVN
Liva Nova PLC

Healthcare
5.85K
+ 15.36%
$45.7 - $53.85 $267K - $315K
43.9K $2.03M
EQAL
Invesco ETF

ETFs
940
+ 2.78%
$48.01 - $51.95 $45.1K - $48.8K
34.7K $1.68M
MBIN
Merchants Bancorp

Financial Services
4.99K
+ 28.62%
$35.94 - $45.87 $179K - $229K
22.4K $817K
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
663
+ 3.39%
$34.82 - $37.33 $23.1K - $24.7K
20.2K $726K
CSTL
Castle Biosciences Inc

Healthcare
5.96K
+ 8.84%
$26.52 - $34.67 $158K - $207K
73.3K $1.95M
INDI
Indie Semiconductor, Inc.

Technology
7.87K
+ 28.19%
$3.31 - $5.48 $26K - $43.1K
35.8K $144K
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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