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
PHT
Pioneer High Income Fund, Inc.

Financial Services
5.63K
+ 3.09%
$7.59 - $7.97 $42.7K - $44.9K
188K $1.46M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
1.41K
+ 6.69%
$24.97 - $27.91 $35.2K - $39.3K
22.5K $597K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
3.54K
+ 23.29%
$14.21 - $15.67 $50.3K - $55.4K
18.7K $267K
LMNR
Limoneira CO

Consumer Defensive
13.2K
+ 45.65%
$17.36 - $25.05 $230K - $332K
42.3K $748K
NRDY
Nerdy Inc.

Technology
27.6K
New
$1.42 - $1.97 $39.2K - $54.4K
27.6K $39K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
791
+ 2.89%
$40.24 - $40.65 $31.8K - $32.2K
28.2K $1.15M
SID
National Steel CO

Basic Materials
22.8K
New
$1.3 - $1.81 $29.6K - $41.3K
22.8K $38K
NIO
Nio Inc.

Consumer Cyclical
10K
New
$3.75 - $5.22 $37.6K - $52.4K
10K $38K
EBR
Brazilian Electric Power CO

Utilities
3.26K
+ 32.59%
$5.56 - $7.41 $18.1K - $24.2K
13.3K $94K
IXP
Ishares Global Comm Services E

ETFs
355
+ 4.02%
$95.48 - $106.93 $33.9K - $38K
9.19K $891K
PGEN
Precigen, Inc.

Healthcare
17.6K
+ 66.8%
$1.07 - $2.03 $18.8K - $35.7K
43.9K $65K
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
1.09K
+ 3.95%
$22.89 - $23.3 $25K - $25.4K
28.7K $668K
PIM
Putnam Master Intermediate Income Trust

Financial Services
9.23K
+ 12.73%
$3.23 - $3.35 $29.8K - $30.9K
81.7K $271K
UTG
Reaves Utility Income Fund

Financial Services
708
+ 4.82%
$31.08 - $34.42 $22K - $24.4K
15.4K $500K
UGA
United States Gasoline Fund, LP

ETFs
316
+ 2.73%
$58.56 - $68.15 $18.5K - $21.5K
11.9K $762K
DCGO
Doc Go Inc.

Healthcare
12.6K
New
$2.64 - $5.6 $33.3K - $70.6K
12.6K $33K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
814
+ 9.53%
N/A
9.36K $379K
YJUN
First Tr Exchange Traded Fd Vi
856
+ 7.33%
$21.51 - $23.37 $18.4K - $20K
12.5K $284K
GMRE
Global Medical Reit Inc.

Real Estate
1.83K
+ 10.63%
$7.52 - $9.08 $13.8K - $16.6K
19.1K $166K
IMCR
Immunocore Holdings PLC

Healthcare
735
+ 1.1%
$28.21 - $33.0 $20.7K - $24.3K
67.3K $2M
SENS
Senseonics Holdings, Inc.

Healthcare
50.2K
New
$0.43 - $1.31 $21.6K - $65.8K
50.2K $33K
FBP
First Bancorp

Financial Services
802
+ 2.75%
$17.43 - $21.08 $14K - $16.9K
30K $574K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.96K
+ 3.14%
$40.44 - $43.17 $201K - $214K
163K $6.67M
BIBL
Northern Lts Fd Tr Iv

ETFs
1.2K
+ 4.15%
$37.55 - $41.94 $45.1K - $50.4K
30.2K $1.16M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
905
+ 6.43%
$24.29 - $25.89 $22K - $23.4K
15K $378K
ORN
Orion Group Holdings Inc

Industrials
17.4K
+ 64.58%
$5.23 - $9.27 $91K - $161K
44.3K $231K
JETS
ETF Ser Solutions U S Global J

ETFs
5.02K
+ 30.84%
$20.77 - $26.81 $104K - $134K
21.3K $442K
SSYS
Stratasys Ltd.

Technology
1.8K
+ 13.03%
$8.58 - $12.85 $15.4K - $23.1K
15.6K $152K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
2.57K
+ 24.96%
$12.48 - $13.53 $32.1K - $34.8K
12.9K $161K
FUBO
Fubo Tv Inc.

Communication Services
36
+ 0.21%
$1.41 - $5.46 $50.8 - $197
17.1K $50K
BRP
Brp Group, Inc.

Financial Services
742
+ 0.68%
N/A
110K $4.39M
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
6.01K
+ 8.48%
$4.81 - $5.25 $28.9K - $31.6K
76.9K $380K
AVNS
Avanos Medical, Inc.

Healthcare
16.2K
+ 12.59%
$13.95 - $17.45 $226K - $283K
145K $2.07M
CDRE
Cadre Holdings, Inc.

Industrials
3.82K
+ 12.04%
$29.08 - $39.84 $111K - $152K
35.6K $1.05M
FHI
Federated Hermes, Inc.

Financial Services
837
+ 3.94%
$37.58 - $41.51 $31.5K - $34.7K
22.1K $899K
FTXG
First Tr ETF Vi Nasdaq Food &

ETFs
907
+ 9.71%
$21.84 - $24.05 $19.8K - $21.8K
10.2K $242K
GUT
Gabelli Utility Trust

Financial Services
2.57K
+ 6.23%
$5.11 - $5.55 $13.1K - $14.3K
43.9K $234K
CEFA
Global X Fds
13
+ 0.17%
$29.76 - $33.55 $387 - $436
7.69K $257K
MUSA
Murphy Usa Inc.

Consumer Cyclical
7.97K
+ 6.85%
$435.02 - $515.95 $3.47M - $4.11M
124K $58.5M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
705
+ 9.9%
N/A
7.83K $287K
INDB
Independent Bank Corp

Financial Services
941
+ 4.41%
$60.31 - $70.29 $56.8K - $66.1K
22.3K $1.4M
IMTB
Ishares Tr

ETFs
298
+ 2.19%
$41.91 - $43.46 $12.5K - $13K
13.9K $602K
RELY
Remitly Global, Inc.

Technology
5.82K
+ 10.82%
$19.49 - $27.14 $113K - $158K
59.6K $1.24M
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.51K
+ 1.4%
$47.4 - $50.24 $261K - $277K
399K $19.3M
NOTE
Fiscal Note Holdings, Inc.

Technology
39.7K
+ 138.86%
$0.81 - $1.93 $32.2K - $76.7K
68.4K $55K
EAPR
Innovator Etfs Tr Emerging Mkt
427
+ 2.09%
$25.4 - $27.53 $10.8K - $11.8K
20.8K $553K
JRS
Nuveen Real Estate Income Fund

Financial Services
5K
+ 12.38%
$8.09 - $8.88 $40.4K - $44.4K
45.3K $373K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
5.7K
+ 30.53%
$8.5 - $11.33 $48.5K - $64.6K
24.4K $220K
PTF
Invesco Exchange Traded Fd Tr

ETFs
3.42K
+ 26.18%
$56.97 - $77.14 $195K - $264K
16.5K $971K
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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