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
LZB
La Z Boy Inc

Consumer Cyclical
556
+ 4.17%
$38.05 - $46.11 $21.2K - $25.6K
13.9K $605K
PSTL
Postal Realty Trust, Inc.

Real Estate
4.48K
+ 27.84%
$12.83 - $14.74 $57.4K - $66K
20.6K $268K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
43.6K
+ 4.52%
$21.01 - $22.0 $915K - $958K
1.01M $21.3M
KTF
Dws Municipal Income Trust

Financial Services
9.67K
+ 8.44%
$9.43 - $10.2 $91.2K - $98.7K
124K $1.17M
SPXN
Proshares Tr S&P 500 Ex Finls

ETFs
199
+ 1.08%
$61.19 - $65.44 $12.2K - $13K
18.6K $1.17M
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
3.81K
+ 32.1%
$10.23 - $11.18 $39K - $42.6K
15.7K $162K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
32.1K
+ 6.19%
$17.21 - $18.41 $552K - $591K
550K $9.49M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
2.9K
+ 10.6%
$10.2 - $10.51 $29.6K - $30.5K
30.2K $312K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
748
+ 7.69%
$42.95 - $45.72 $32.1K - $34.2K
10.5K $452K
HEZU
Ishares Currency Hedged Msci E

ETFs
2.82K
+ 3.54%
$35.18 - $36.95 $99.3K - $104K
82.5K $2.96M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
3.33K
+ 26.33%
$10.55 - $11.6 $35.2K - $38.7K
16K $170K
BV
Bright View Holdings, Inc.

Industrials
1.24K
+ 5.46%
$15.48 - $18.73 $19.2K - $23.2K
23.9K $382K
PRN
Invesco Dwa Industrials Moment

ETFs
125
+ 1.69%
$151.92 - $177.75 $19K - $22.2K
7.5K $1.15M
CGNT
Cognyte Software Ltd.

Technology
308
+ 2.67%
$6.45 - $9.5 $1.99K - $2.93K
11.8K $102K
DLY
Double Line Yield Opportunities Fund

N/A
2.23K
+ 14.67%
$15.64 - $16.56 $34.8K - $36.9K
17.4K $275K
HRZN
Horizon Technology Finance Corp

Financial Services
6.42K
+ 32.2%
$8.57 - $10.68 $55K - $68.5K
26.3K $236K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
2.62K
+ 17.19%
$11.08 - $11.89 $29K - $31.1K
17.8K $203K
PARA
Paramount Global

Communication Services
3.73K
+ 4.56%
$10.27 - $11.57 $38.3K - $43.1K
85.6K $893K
RWX
Spdr Dow Jones International R

ETFs
6.91K
+ 23.05%
$22.73 - $27.57 $157K - $191K
36.9K $850K
DNL
Wiswisdomtree Tr

ETFs
1.56K
+ 16.63%
$35.98 - $39.39 $56K - $61.3K
10.9K $392K
CNDT
Conduent Inc

Technology
5.49K
+ 14.11%
$3.56 - $4.41 $19.6K - $24.2K
44.4K $179K
DFNL
Davis Fundamental ETF Tr

ETFs
56
+ 0.29%
$36.31 - $41.34 $2.03K - $2.32K
19.1K $725K
FAD
First Tr Multi Cap Growth Alph

ETFs
117
+ 7.79%
$131.79 - $150.3 $15.4K - $17.6K
1.62K $223K
NWBI
Northwest Bancshares, Inc.

Financial Services
1.93K
+ 12.87%
$12.86 - $15.28 $24.8K - $29.5K
16.9K $223K
AAL
American Airlines Group Inc.

Industrials
2.01K
+ 5.57%
N/A
38.1K $420K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
3.29K
+ 17.97%
$9.14 - $9.66 $30.1K - $31.8K
21.6K $198K
FGRO
Fidelity Covington Tr

ETFs
987
+ 6.07%
N/A
17.2K $386K
FBP
First Bancorp

Financial Services
4.61K
+ 18.78%
$18.31 - $22.2 $84.4K - $102K
29.2K $542K
JRS
Nuveen Real Estate Income Fund

Financial Services
5.25K
+ 14.96%
$8.09 - $9.64 $42.5K - $50.6K
40.3K $348K
EIC
Eagle Point Income CO Inc.

N/A
4.36K
+ 5.35%
$15.18 - $16.5 $66.2K - $71.9K
85.9K $1.33M
FCF
First Commonwealth Financial Corp

Financial Services
1.59K
+ 6.14%
$16.24 - $19.41 $25.8K - $30.8K
27.5K $464K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
1.81K
+ 4.76%
$23.7 - $24.34 $42.9K - $44.1K
39.9K $951K
HAYW
Hayward Holdings, Inc.

Industrials
1.49K
+ 3.25%
$14.5 - $16.6 $21.6K - $24.8K
47.4K $724K
KMT
Kennametal Inc

Industrials
2.13K
+ 13.43%
$23.74 - $31.23 $50.6K - $66.5K
18K $432K
TLRY
Tilray Brands, Inc.

Healthcare
16.4K
New
$1.16 - $1.77 $19K - $29.1K
16.4K $21K
CDRE
Cadre Holdings, Inc.

Industrials
5.24K
+ 19.76%
$31.0 - $40.22 $162K - $211K
31.7K $1.03M
CLAR
Clarus Corp

Consumer Cyclical
4.37K
+ 38.03%
$4.05 - $5.18 $17.7K - $22.6K
15.9K $71K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
4.05K
+ 12.39%
$5.19 - $7.23 $21K - $29.3K
36.8K $224K
BNY
Blackrock New York Municipal Income Trust

Financial Services
2.87K
+ 24.09%
$10.13 - $11.07 $29.1K - $31.8K
14.8K $150K
GNW
Genworth Financial Inc

Financial Services
2.34K
+ 13.37%
$6.52 - $7.82 $15.3K - $18.3K
19.9K $138K
INFA
Informatica Inc.

Technology
179
+ 0.81%
$23.96 - $27.39 $4.29K - $4.9K
22.3K $578K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
2.9K
+ 18.37%
$10.26 - $11.26 $29.8K - $32.7K
18.7K $195K
PHT
Pioneer High Income Fund, Inc.

Financial Services
8.1K
+ 4.64%
$7.71 - $8.03 $62.4K - $65K
182K $1.41M
QTRX
Quanterix Corp

Healthcare
62.8K
+ 22.45%
$9.99 - $15.39 $627K - $966K
342K $3.64M
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
4.57K
+ 2.28%
$11.8 - $12.29 $54K - $56.2K
205K $2.42M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
4.02K
+ 10.83%
$9.57 - $10.31 $38.5K - $41.4K
41.2K $395K
MDIV
First Trust Multi Asset Divers

ETFs
1.63K
+ 8.81%
$15.95 - $16.94 $26K - $27.7K
20.2K $325K
MRCC
Monroe Capital Corp

Financial Services
1.49K
+ 13.27%
$7.82 - $8.64 $11.6K - $12.8K
12.7K $107K
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
909
+ 8.01%
$32.47 - $34.44 $29.5K - $31.3K
12.3K $398K
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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