Envestnet Asset Management Inc Purchases in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IMFL
Invesco Ex Tr Self Indx Fd Tr
2.94K
+ 28.18%
$23.3 - $25.76 $68.4K - $75.6K
13.4K $328K
DX
Dynex Capital Inc

Real Estate
5.66K
+ 20.85%
$12.18 - $14.42 $68.9K - $81.5K
32.8K $426K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
4.5K
+ 8.37%
$32.18 - $40.46 $145K - $182K
58.3K $1.94M
ICL
Icl Group Ltd.

Basic Materials
8.24K
+ 17.0%
$4.96 - $6.45 $40.9K - $53.2K
56.7K $322K
AOA
Ishares Tr Core Aggressive All

ETFs
1.13K
+ 3.14%
$75.7 - $80.01 $85.8K - $90.7K
37.2K $2.84M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
4.14K
+ 4.27%
$33.28 - $36.41 $138K - $151K
101K $3.46M
IBCP
Independent Bank Corp

Financial Services
4.06K
+ 36.87%
$30.18 - $37.06 $123K - $151K
15.1K $464K
RSKD
Riskified Ltd.

Technology
19.6K
+ 21.74%
$4.49 - $5.9 $88.2K - $116K
110K $508K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.19K
+ 3.67%
$23.43 - $25.55 $27.9K - $30.5K
33.7K $860K
MLTX
Moon Lake Immunotherapeutics

Healthcare
5.25K
+ 58.57%
$36.75 - $54.34 $193K - $286K
14.2K $555K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
939
+ 2.88%
$27.51 - $30.68 $25.8K - $28.8K
33.6K $984K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
10.3K
New
$7.06 - $9.39 $72.6K - $96.5K
10.3K $77K
SLRC
Slr Investment Corp.

Financial Services
3.98K
+ 28.28%
$16.18 - $17.82 $64.5K - $71K
18.1K $304K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
229
+ 1.19%
$64.2 - $69.24 $14.7K - $15.9K
19.5K $1.34M
YYY
Amplify ETF Tr High Income ETF

ETFs
8.89K
+ 3.79%
$11.38 - $12.01 $101K - $107K
244K $2.78M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
7.39K
+ 38.18%
$10.66 - $11.28 $78.7K - $83.3K
26.7K $289K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
10.2K
+ 19.79%
$16.18 - $18.56 $165K - $189K
61.7K $998K
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
16.4K
New
$4.31 - $5.13 $70.5K - $83.9K
16.4K $75K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
461
+ 3.14%
$61.2 - $68.24 $28.2K - $31.5K
15.1K $998K
FTXH
First Tr ETF Vi Nasdaq Pharmac

ETFs
2.4K
+ 14.61%
$26.88 - $28.72 $64.4K - $68.8K
18.8K $516K
RGP
Resources Connection, Inc.

Industrials
11.2K
New
$6.54 - $9.08 $73.2K - $102K
11.2K $73K
USA
Liberty All Star Equity Fund

Financial Services
12.1K
+ 62.32%
$6.41 - $7.32 $77.4K - $88.4K
31.5K $206K
QDEF
Flexshares Quality Div Defensi

ETFs
1.04K
+ 14.05%
$68.8 - $72.94 $71.2K - $75.5K
8.4K $587K
HIMX
Himax Technologies, Inc.

Technology
30K
+ 13.79%
$7.2 - $12.85 $216K - $386K
248K $1.82M
EQAL
Invesco ETF

ETFs
2.26K
+ 6.51%
$46.28 - $50.51 $105K - $114K
37K $1.75M
PGF
Invesco Exchange Traded Fd Tr

ETFs
5.92K
+ 10.55%
$14.28 - $14.97 $84.6K - $88.7K
62.1K $886K
ZTR
Virtus Total Return Fund Inc.

Financial
7.13K
+ 2.83%
$5.67 - $6.1 $40.4K - $43.5K
259K $1.55M
EVH
Evolent Health, Inc.

Healthcare
9.73K
+ 76.01%
$8.55 - $12.6 $83.2K - $123K
22.5K $213K
PSR
Invesco Actively

ETFs
639
+ 14.45%
$86.57 - $95.84 $55.3K - $61.2K
5.06K $468K
SR
Spire Inc

Utilities
214
+ 4.28%
$65.62 - $78.25 $14K - $16.7K
5.21K $407K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
5.99K
+ 5.38%
$10.14 - $10.82 $60.8K - $64.8K
117K $1.22M
PHR
Phreesia, Inc.

Healthcare
2.33K
+ 11.15%
$21.97 - $30.01 $51.1K - $69.8K
23.2K $592K
WHR
Whirlpool Corp

Consumer Cyclical
11.6K
+ 28.88%
$88.58 - $133.14 $1.02M - $1.54M
51.6K $4.65M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
11.6K
+ 49.31%
$5.87 - $6.26 $68K - $72.5K
35.1K $206K
ACCO
Acco Brands Corp

Industrials
102K
+ 29.93%
$4.19 - $5.65 $428K - $578K
444K $1.86M
DIAL
Columbia ETF Tr I Diversified

ETFs
1.59K
+ 1.48%
$17.36 - $17.95 $27.7K - $28.6K
109K $1.95M
CNM
Core & Main, Inc.

Industrials
9.47K
+ 6.3%
$46.27 - $57.26 $438K - $542K
160K $7.72M
VET
Vermilion Energy Inc.

Energy
24.1K
+ 24.24%
$7.33 - $10.29 $176K - $248K
123K $999K
VSAT
Viasat Inc

Technology
2.67K
+ 13.33%
$7.51 - $11.81 $20K - $31.5K
22.7K $236K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
15.8K
+ 56.41%
$21.87 - $34.63 $345K - $546K
43.7K $956K
BIIB
Biogen Inc.

Healthcare
5.93K
+ 12.78%
$133.43 - $153.27 $791K - $908K
52.3K $7.16M
GSL
Global Ship Lease, Inc.

Industrials
1.99K
+ 9.93%
$21.1 - $23.88 $41.9K - $47.5K
22K $502K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
1.44K
+ 2.36%
$28.27 - $29.28 $40.7K - $42.1K
62.3K $1.81M
EAD
Allspring Income Opportunities Fund

Financial Services
11.4K
+ 4.06%
$6.8 - $7.06 $77.7K - $80.6K
292K $2M
CGNT
Cognyte Software Ltd.

Technology
9.52K
+ 80.53%
$7.8 - $10.97 $74.3K - $104K
21.3K $166K
LXP
Lxp Industrial Trust

Real Estate
3.14K
+ 4.55%
$7.72 - $9.22 $24.2K - $28.9K
72.1K $623K
VNLA
Janus Henderson Short Duration

ETFs
942
+ 1.35%
$48.89 - $49.21 $46.1K - $46.4K
70.7K $3.47M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
3.3K
+ 3.56%
$14.61 - $15.83 $48.2K - $52.3K
95.9K $1.45M
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
6.6K
+ 58.12%
$9.47 - $9.85 $62.5K - $65K
18K $170K
Activity Summary
Buys All Purchases 2615 New Holdings 221 Increased Positions 2394 Sells All Sells 1701 Reductions 1701 Sold out 0 Options Calls 0 Puts 0
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