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
ADT
Adt Inc.

Industrials
3.37K
+ 15.9%
$6.71 - $8.14 $22.6K - $27.4K
24.5K $169K
GDL
Gdl Fund

Financial Services
3.52K
+ 3.75%
$7.94 - $8.25 $27.9K - $29K
97.3K $780K
YLDE
Legg Mason ETF Invt Tr

ETFs
213
+ 1.96%
$49.88 - $53.45 $10.6K - $11.4K
11.1K $564K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
5.42K
+ 3.66%
$5.64 - $5.93 $30.6K - $32.2K
154K $874K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
2.28K
+ 16.23%
$11.87 - $13.06 $27K - $29.7K
16.3K $198K
AVSD
American Centy ETF Tr Avantis

ETFs
654
+ 14.99%
$55.57 - $59.89 $36.3K - $39.2K
5.02K $279K
DNN
Denison Mines Corp.

Energy
8.78K
+ 35.34%
$1.8 - $2.39 $15.8K - $21K
33.6K $60K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
3.6K
+ 3.24%
$45.73 - $47.09 $165K - $170K
115K $5.28M
JSML
Janus Detroit Str Tr Henderson

ETFs
187
+ 0.89%
$63.67 - $73.6 $11.9K - $13.8K
21.2K $1.39M
DSL
Double Line Income Solutions Fund

Financial Services
2.3K
+ 6.64%
$12.32 - $13.0 $28.3K - $29.9K
36.9K $463K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
258
+ 0.49%
N/A
53K $2.78M
ARAY
Accuray Inc

Healthcare
3.17K
+ 8.79%
$1.7 - $2.23 $5.38K - $7.06K
39.2K $77K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
13K
+ 4.93%
$5.34 - $5.65 $69.5K - $73.6K
277K $1.5M
IAS
Integral Ad Science Holding Corp.

Communication Services
2.19K
+ 7.39%
$10.1 - $12.72 $22.1K - $27.8K
31.8K $332K
MGEE
Mge Energy Inc

Utilities
60
+ 2.35%
$88.55 - $108.16 $5.31K - $6.49K
2.62K $245K
TBBK
Bancorp, Inc.

Financial Services
408
+ 3.5%
$47.01 - $60.36 $19.2K - $24.6K
12.1K $635K
CRBU
Caribou Biosciences, Inc.

Healthcare
14K
+ 43.44%
$1.59 - $2.79 $22.3K - $39.1K
46.3K $73K
XDSQ
Innovator Etfs Tr Us Equity Ac
29
+ 0.39%
$34.76 - $37.22 $1.01K - $1.08K
7.38K $268K
IGBH
Ishares Interest Rate Hedged L

ETFs
437
+ 3.32%
$24.14 - $24.57 $10.5K - $10.7K
13.6K $330K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1.45K
+ 1.89%
$53.0 - $55.5 $76.8K - $80.4K
77.9K $4.14M
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
4.81K
+ 13.97%
$7.95 - $8.86 $38.3K - $42.6K
39.3K $314K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
6.15K
+ 4.48%
$9.24 - $9.69 $56.9K - $59.6K
143K $1.33M
PGEN
Precigen, Inc.

Healthcare
5.92K
+ 28.96%
$0.67 - $1.12 $3.96K - $6.62K
26.3K $29K
UTMD
Utah Medical Products Inc

Healthcare
750
+ 11.32%
$60.9 - $68.52 $45.7K - $51.4K
7.37K $453K
VERU
Veru Inc.

Healthcare
76K
+ 22.98%
$0.58 - $0.93 $44.1K - $70.7K
407K $264K
PXE
Invesco Exchange Traded Fd Tr

ETFs
309
+ 3.26%
$28.09 - $32.7 $8.68K - $10.1K
9.78K $289K
BRP
Brp Group, Inc.

Financial Services
220
+ 0.2%
N/A
109K $4.36M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
442
+ 5.13%
$42.7 - $46.33 $18.9K - $20.5K
9.05K $387K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
95
+ 1.91%
$100.55 - $110.43 $9.55K - $10.5K
5.08K $515K
NBHC
National Bank Holdings Corp

Financial Services
41
+ 0.73%
$40.09 - $51.24 $1.64K - $2.1K
5.65K $243K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
254
+ 21.11%
$198.56 - $251.73 $50.4K - $63.9K
1.46K $291K
DNP
Dnp Select Income Fund Inc

Financial Services
18.8K
+ 14.34%
$8.82 - $9.96 $166K - $187K
150K $1.32M
IIPR
Innovative Industrial Properties Inc

Real Estate
2.85K
+ 106.19%
$66.64 - $135.61 $190K - $386K
5.53K $368K
SAFT
Safety Insurance Group Inc

Financial Services
48
+ 1.25%
$78.13 - $88.3 $3.75K - $4.24K
3.9K $321K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
4.91K
+ 4.67%
$3.86 - $4.04 $19K - $19.8K
110K $432K
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
83
+ 1.98%
$98.62 - $110.95 $8.19K - $9.21K
4.28K $431K
FPH
Five Point Holdings, LLC

Real Estate
3.05K
+ 21.32%
$3.43 - $4.29 $10.5K - $13.1K
17.4K $65K
FLNC
Fluence Energy, Inc.

Utilities
4.29K
+ 47.44%
$15.0 - $23.5 $64.3K - $101K
13.3K $211K
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
4.02K
+ 8.53%
$23.55 - $25.79 $94.6K - $104K
51.1K $1.21M
PEX
Proshares Listed Private Equit

ETFs
356
+ 4.88%
$27.41 - $29.13 $9.76K - $10.4K
7.65K $212K
ENLC
En Link Midstream, LLC

Energy
2.79K
+ 2.89%
$13.74 - $16.01 $38.3K - $44.6K
99.1K $1.4M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
2.24K
+ 15.74%
$11.09 - $12.69 $24.8K - $28.4K
16.5K $183K
OCFC
Oceanfirst Financial Corp

Financial Services
716
+ 3.82%
$17.54 - $21.27 $12.6K - $15.2K
19.5K $352K
TEQI
T Rowe Price Exchange Traded F

Technology
640
+ 3.43%
$40.23 - $43.56 $25.7K - $27.9K
19.3K $782K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
4.51K
+ 1.1%
$3.38 - $3.72 $15.2K - $16.8K
413K $1.43M
ALIT
Alight, Inc.

Technology
3.27K
+ 7.91%
$6.73 - $8.46 $22K - $27.7K
44.7K $309K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
1.16K
+ 4.79%
$12.54 - $13.29 $14.6K - $15.5K
25.5K $323K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
496
+ 1.84%
$28.24 - $29.18 $14K - $14.5K
27.5K $778K
GAB
Gabelli Equity Trust Inc

Financial Services
950
+ 3.57%
$5.36 - $5.83 $5.09K - $5.54K
27.5K $148K
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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