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
SUB
Ishares Short Term National Mu

ETFs
271K
+ 4.54%
$104.94 - $106.2 $28.5M - $28.8M
6.25M $659M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
282K
+ 4.97%
$91.29 - $91.8 $25.7M - $25.9M
5.95M $544M
BK
Bank Of New York Mellon Corp

Financial Services
172K
+ 8.22%
$70.82 - $81.87 $12.2M - $14.1M
2.26M $174M
AVSC
American Centy ETF Tr Avantis
359K
+ 3.0%
$52.7 - $59.57 $18.9M - $21.4M
12.3M $670M
NSC
Norfolk Southern Corp

Industrials
118K
+ 34.01%
$230.6 - $277.0 $27.3M - $32.8M
467K $110M
CBRE
Cbre Group, Inc.

Real Estate
130K
+ 16.09%
$119.22 - $140.71 $15.5M - $18.4M
941K $124M
GM
General Motors CO

Consumer Cyclical
96.3K
+ 4.64%
$44.82 - $60.2 $4.32M - $5.8M
2.17M $116M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
37.4K
+ 14.37%
$173.13 - $258.09 $6.48M - $9.66M
298K $68.7M
GRMN
Garmin LTD

Technology
81.2K
+ 45.55%
$161.91 - $220.77 $13.1M - $17.9M
259K $53.5M
XLP
Consumer Staples Sector Spdr

ETFs
289K
+ 6.39%
N/A
4.81M $366M
COF
Capital One Financial Corp

Financial Services
26.5K
+ 4.49%
$145.19 - $192.01 $3.85M - $5.09M
616K $110M
CPRT
Copart Inc

Consumer Cyclical
21.9K
+ 0.54%
$51.36 - $63.8 $1.13M - $1.4M
4.08M $234M
PAYX
Paychex Inc

Industrials
56.6K
+ 2.52%
$135.86 - $148.73 $7.69M - $8.42M
2.3M $322M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
476K
+ 247.43%
$43.61 - $45.3 $20.7M - $21.6M
668K $29.8M
CMI
Cummins Inc

Industrials
13.5K
+ 2.06%
$324.93 - $383.42 $4.39M - $5.18M
670K $234M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
491K
+ 684.18%
$41.66 - $43.47 $20.5M - $21.3M
563K $24M
TTD
Trade Desk, Inc.

Technology
125K
+ 16.67%
$108.7 - $139.51 $13.6M - $17.5M
878K $103M
APO
Apollo Global Management, Inc.

Financial Services
2.53K
+ 0.51%
$131.36 - $178.61 $332K - $451K
497K $82.1M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
291K
+ 97.9%
$62.09 - $82.32 $18.1M - $23.9M
588K $39.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10K
+ 4.22%
$1146.59 - $1270.6 $11.5M - $12.7M
247K $293M
AJG
Arthur J. Gallagher & Co.

Financial Services
56.8K
+ 4.0%
$278.49 - $315.16 $15.8M - $17.9M
1.48M $420M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
622K
+ 15.34%
$36.54 - $37.53 $22.7M - $23.3M
4.68M $172M
ITOT
Ishares Core S&P Total U.S. St

ETFs
98.1K
+ 4.41%
$124.26 - $134.12 $12.2M - $13.2M
2.32M $299M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
508K
+ 7.18%
$56.06 - $61.35 $28.5M - $31.2M
7.59M $429M
PSC
Principal ETF U.S. Small Cap M

ETFs
390K
+ 31.27%
$50.76 - $56.6 $19.8M - $22.1M
1.64M $83.9M
AXON
Axon Enterprise, Inc.

Industrials
5.47K
+ 6.87%
$399.22 - $689.78 $2.19M - $3.78M
85.2K $50.6M
SKYY
First Trust Cloud Computing Et

ETFs
143K
+ 157.85%
$99.98 - $130.46 $14.3M - $18.6M
233K $27.8M
LNG
Cheniere Energy, Inc.

Energy
34.1K
+ 10.95%
$181.07 - $225.92 $6.17M - $7.69M
345K $74.2M
TMUS
T Mobile Us, Inc.

Communication Services
12.9K
+ 1.21%
$206.1 - $246.94 $2.65M - $3.18M
1.07M $237M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
14.2K
+ 12.46%
$260.53 - $404.79 $3.7M - $5.74M
128K $49M
MO
Altria Group, Inc.

Consumer Defensive
265K
+ 7.94%
$49.06 - $57.74 $13M - $15.3M
3.6M $188M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
57.5K
+ 4.69%
$442.29 - $483.08 $25.4M - $27.8M
1.28M $582M
CGGO
Capital Group Global Growth Eq

ETFs
731K
+ 17.87%
$29.21 - $30.67 $21.4M - $22.4M
4.82M $141M
ETR
Entergy Corp

Utilities
1M
+ 95.39%
$73.19 - $156.4 $73.4M - $157M
2.05M $156M
CR
Crane Holdings, Co.

Industrials
117K
+ 185.45%
$148.97 - $184.96 $17.5M - $21.7M
180K $27.4M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
360K
+ 1075.43%
$47.07 - $48.75 $16.9M - $17.5M
393K $18.8M
BSX
Boston Scientific Corp

Healthcare
44K
+ 1.83%
$83.62 - $91.5 $3.68M - $4.03M
2.44M $218M
CACI
Caci International Inc

Technology
39.7K
+ 97.28%
N/A
80.6K $34.5M
SNOW
Snowflake Inc.

Technology
57.3K
+ 27.87%
$109.65 - $186.51 $6.29M - $10.7M
263K $40.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
426K
+ 6.82%
$29.73 - $30.81 $12.7M - $13.1M
6.67M $203M
FRPT
Freshpet, Inc.

Consumer Defensive
102K
+ 143.83%
$132.54 - $156.76 $13.5M - $16M
173K $25.7M
AVDE
American Centy ETF Tr Avantis

ETFs
362K
+ 32.26%
$60.9 - $66.69 $22M - $24.1M
1.48M $91M
PNC
Pnc Financial Services Group, Inc.

Financial Services
12.2K
+ 0.74%
$178.39 - $215.0 $2.17M - $2.61M
1.65M $318M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
246K
+ 235.46%
$68.62 - $82.57 $16.8M - $20.3M
350K $24M
FTNT
Fortinet, Inc.

Technology
57.4K
+ 9.74%
$76.49 - $99.21 $4.39M - $5.7M
647K $61.1M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
224K
+ 41.34%
$66.67 - $74.08 $14.9M - $16.6M
765K $52M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
219K
+ 69.26%
$45.39 - $62.98 $9.94M - $13.8M
535K $30.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
484K
+ 7.62%
$57.53 - $60.83 $27.9M - $29.5M
6.84M $393M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
705K
+ 19.56%
$20.98 - $21.19 $14.8M - $14.9M
4.31M $90.7M
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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