Envestnet Asset Management Inc Purchases in Q3 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
7.67K
New
$31.54 - $34.82 $242K - $267K
7.67K $261K
HLIO
Helios Technologies, Inc.

Industrials
5.53K
+ 18.63%
$40.13 - $47.64 $222K - $263K
35.2K $1.68M
BRC
Brady Corp

Industrials
2.93K
+ 92.14%
$64.54 - $76.61 $189K - $224K
6.11K $468K
MRUS
Merus N.V.

Healthcare
5.19K
New
$47.19 - $58.84 $245K - $305K
5.19K $259K
SNX
Td Synnex Corp

Technology
283
+ 0.59%
$109.37 - $122.34 $31K - $34.6K
48.1K $5.77M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
3.81K
New
$58.66 - $67.52 $223K - $257K
3.81K $257K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
11.8K
+ 12.99%
$13.08 - $14.19 $154K - $168K
103K $1.46M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
5.93K
+ 5.31%
$24.27 - $27.34 $144K - $162K
118K $3.16M
VSLU
ETF Opportunities Tr Applied F
2.22K
+ 2.28%
$32.6 - $36.0 $72.2K - $79.8K
99.3K $3.57M
NMIH
Nmi Holdings, Inc.

Financial Services
709
+ 2.25%
$33.86 - $41.73 $24K - $29.6K
32.2K $1.33M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
15.2K
New
$15.41 - $17.22 $234K - $262K
15.2K $252K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
6.47K
+ 61.54%
$15.95 - $27.01 $103K - $175K
17K $436K
LZB
La Z Boy Inc

Consumer Cyclical
4.68K
+ 54.08%
$36.04 - $44.14 $169K - $207K
13.3K $572K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
54
+ 0.03%
$6.26 - $7.76 $338 - $419
168K $1.29M
PUK
Prudential PLC

Financial Services
3.03K
+ 0.33%
$16.07 - $19.33 $48.7K - $58.6K
922K $17.1M
SLVM
Sylvamo Corp

Basic Materials
2.2K
+ 64.48%
$65.73 - $87.18 $145K - $192K
5.62K $481K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
683
+ 6.27%
$48.79 - $85.81 $33.3K - $58.6K
11.6K $932K
METV
Listed Fds Tr Roundhill Ball M

ETFs
16.2K
+ 25.49%
$11.59 - $13.72 $188K - $222K
79.8K $1.08M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
24.5K
+ 34.99%
$8.04 - $8.65 $197K - $212K
94.5K $817K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
9.58K
+ 24.03%
$17.09 - $20.23 $164K - $194K
49.5K $939K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
4.65K
+ 13.67%
$50.15 - $50.66 $233K - $236K
38.7K $1.96M
CATY
Cathay General Bancorp

Financial Services
2.28K
+ 8.16%
$36.27 - $45.24 $82.8K - $103K
30.3K $1.3M
PINK
Simplify Exchange Traded Fds S

ETFs
7.43K
New
$30.71 - $33.23 $228K - $247K
7.43K $244K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
10.6K
+ 14.65%
$37.45 - $52.79 $398K - $561K
83.2K $3.82M
ARIS
Aris Water Solutions, Inc.

Utilities
14.4K
New
$14.25 - $18.83 $206K - $272K
14.4K $243K
FLIC
First Of Long Island Corp

Financial Services
9.7K
+ 23.5%
$9.92 - $13.51 $96.2K - $131K
51K $656K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
9.05K
+ 10.99%
$23.15 - $23.58 $210K - $213K
91.4K $2.16M
IAT
Ishares Tr

ETFs
363
+ 0.98%
$40.8 - $48.93 $14.8K - $17.8K
37.3K $1.77M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.73K
+ 29.09%
$49.94 - $56.3 $186K - $210K
16.5K $930K
GSBC
Great Southern Bancorp, Inc.

Financial Services
4.22K
New
$52.92 - $64.91 $223K - $274K
4.22K $240K
HKND
Humankind Benefit Corp Humanki

ETFs
7.24K
New
$30.76 - $33.23 $223K - $241K
7.24K $240K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
2.18K
+ 12.13%
$54.75 - $61.2 $119K - $134K
20.2K $1.23M
SPNS
Sapiens International Corp N V

Technology
1.3K
+ 2.25%
$34.15 - $41.02 $44.3K - $53.2K
59.1K $2.2M
RUN
Sunrun Inc.

Technology
1.27K
+ 3.65%
$10.91 - $21.5 $13.9K - $27.4K
36.2K $653K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
19.9K
+ 90.04%
$10.51 - $11.28 $209K - $225K
42K $473K
WLY
John Wiley & Sons, Inc.

Communication Services
1.76K
+ 8.7%
$40.69 - $48.34 $71.5K - $85K
22K $1.06M
BECN
Beacon Roofing Supply Inc

Industrials
4.66K
+ 11.28%
$80.05 - $102.8 $373K - $479K
45.9K $3.97M
ERC
Allspring Multi Sector Income Fund

Financial Services
16.9K
+ 13.84%
$8.98 - $9.58 $151K - $162K
139K $1.33M
DWLD
Davis Fundamental ETF Tr

ETFs
69
+ 0.14%
$31.58 - $38.08 $2.18K - $2.63K
51.1K $1.94M
NBHC
National Bank Holdings Corp

Financial Services
5.61K
New
$38.14 - $45.6 $214K - $256K
5.61K $235K
PCH
Potlatchdeltic Corp

Real Estate
2.56K
+ 12.07%
$37.5 - $46.09 $96.1K - $118K
23.8K $1.07M
TOWN
Towne Bank (Va)

Financial Services
859
+ 2.4%
$26.78 - $34.85 $23K - $29.9K
36.6K $1.21M
DJD
Invesco Exchange Traded Fd Tr

ETFs
2.24K
+ 10.17%
$47.17 - $52.59 $106K - $118K
24.3K $1.28M
FDD
First Trust Stoxx European Sel

ETFs
10.5K
+ 7.61%
$11.46 - $12.62 $120K - $132K
148K $1.84M
OMAB
Central North Airport Group

Industrials
3.37K
+ 13.97%
$59.37 - $74.89 $200K - $252K
27.5K $1.86M
ICL
Icl Group Ltd.

Basic Materials
55K
New
$3.8 - $4.65 $209K - $256K
55K $233K
MGEE
Mge Energy Inc

Utilities
2.56K
New
$73.49 - $92.42 $188K - $236K
2.56K $233K
PBW
Invesco Exchange Traded Fd Tr

ETFs
11.7K
+ 49.67%
$17.77 - $23.99 $209K - $282K
35.4K $708K
BIT
Black Rock Multi Sector Income Trust

Financial Services
7.28K
+ 3.54%
$14.44 - $15.2 $105K - $111K
213K $3.23M
Activity Summary
Buys All Purchases 2599 New Holdings 209 Increased Positions 2390 Sells All Sells 1584 Reductions 1584 Sold out 0 Options Calls 0 Puts 0
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