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
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
953
+ 0.82%
$47.35 - $48.24 $45.1K - $46K
117K $5.58M
GNL
Global Net Lease, Inc.

Real Estate
541
+ 2.41%
$6.91 - $8.26 $3.74K - $4.47K
22.9K $184K
UGP
Ultrapar Holdings Inc

Energy
2.09K
+ 6.28%
$2.56 - $3.2 $5.35K - $6.68K
35.4K $108K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
303
+ 0.95%
$11.44 - $12.4 $3.47K - $3.76K
32.1K $388K
EWW
Ishares Inc Msci Mexico ETF

ETFs
365
+ 3.13%
N/A
12K $685K
NNI
Nelnet Inc

Financial Services
49
+ 1.34%
$102.92 - $122.39 $5.04K - $6K
3.7K $409K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
43
+ 0.13%
$13.65 - $14.45 $587 - $621
32.9K $469K
TPIF
Timothy Plan Intl ETF (De)

ETFs
112
+ 1.43%
$26.06 - $29.44 $2.92K - $3.3K
7.97K $228K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
622
+ 0.74%
$9.82 - $10.44 $6.11K - $6.49K
84.6K $842K
FNGR
Finger Motion, Inc.

Communication Services
9.04K
+ 16.65%
$1.12 - $1.66 $10.1K - $15K
63.3K $86K
HUMA
Humacyte, Inc.

Healthcare
11.6K
New
$1.71 - $5.18 $19.8K - $60.1K
11.6K $19K
MQ
Marqeta, Inc.

Technology
2.77K
+ 12.43%
$3.51 - $4.57 $9.71K - $12.6K
25K $103K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
2.65K
+ 2.08%
$11.13 - $11.61 $29.5K - $30.7K
130K $1.45M
STXS
Stereotaxis, Inc.

Healthcare
28.9K
+ 47.26%
$1.76 - $2.64 $50.8K - $76.2K
89.9K $158K
TRMD
Torm PLC

Energy
5.47K
+ 22.41%
$16.48 - $23.06 $90.1K - $126K
29.9K $492K
ECVT
Ecovyst Inc.

Basic Materials
5.38K
+ 46.76%
$6.2 - $8.42 $33.4K - $45.3K
16.9K $104K
LMAT
Lemaitre Vascular Inc

Healthcare
25.7K
+ 9.9%
$78.82 - $104.0 $2.02M - $2.67M
285K $23.9M
MSA
Msa Safety Inc

Industrials
9.59K
+ 13.17%
$146.69 - $166.47 $1.41M - $1.6M
82.4K $12.1M
DOUG
Douglas Elliman Inc.

Real Estate
7.11K
+ 13.28%
$1.55 - $2.18 $11K - $15.5K
60.6K $104K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
16K
+ 16.98%
$8.61 - $10.05 $137K - $160K
110K $953K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
420
+ 2.25%
$6.98 - $8.49 $2.93K - $3.57K
19.1K $150K
RES
Rpc Inc

Energy
25.2K
+ 8.95%
$5.18 - $7.01 $131K - $177K
307K $1.69M
WFG
West Fraser Timber Co., LTD

Basic Materials
3.27K
+ 13.28%
$75.63 - $92.16 $247K - $301K
27.9K $2.14M
HRTX
Heron Therapeutics, Inc.

Healthcare
1.18K
+ 6.66%
$1.47 - $2.55 $1.74K - $3.01K
18.9K $41K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
126
+ 4.07%
$98.43 - $98.88 $12.4K - $12.5K
3.22K $318K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
388
+ 2.79%
$23.56 - $24.16 $9.14K - $9.37K
14.3K $344K
FUL
Fuller H B CO

Basic Materials
46.7K
+ 20.34%
$52.88 - $64.28 $2.47M - $3M
276K $15.5M
HL
Hecla Mining CO

Basic Materials
698
+ 5.0%
$5.07 - $6.37 $3.54K - $4.45K
14.7K $81K
KWR
Quaker Chemical Corp

Basic Materials
11.7K
+ 13.99%
$123.61 - $145.39 $1.44M - $1.7M
95.1K $11.8M
ROIV
Roivant Sciences Ltd.

Healthcare
5.95K
+ 22.11%
$10.09 - $12.08 $60.1K - $71.9K
32.9K $331K
TEI
Templeton Emerging Markets Income Fund

Financial Services
1.89K
+ 16.8%
$5.15 - $5.57 $9.74K - $10.5K
13.1K $70K
ZIP
Ziprecruiter, Inc.

Industrials
5.79K
+ 37.58%
$5.44 - $8.09 $31.5K - $46.9K
21.2K $124K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
3.51K
+ 3.65%
$9.49 - $9.97 $33.3K - $34.9K
99.5K $953K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
469
+ 3.6%
$19.17 - $20.25 $8.99K - $9.5K
13.5K $262K
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
375
+ 4.97%
N/A
7.92K $269K
PMX
Pimco Municipal Income Fund Iii

Financial Services
5.43K
+ 3.95%
$7.07 - $7.53 $38.4K - $40.9K
143K $1.02M
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
2.59K
+ 2.06%
$8.34 - $8.69 $21.6K - $22.5K
128K $1.07M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
175
+ 3.92%
$111.29 - $123.42 $19.5K - $21.6K
4.64K $529K
STN
Stantec Inc

Industrials
1
+ 0.04%
$74.62 - $89.33 $74.6 - $89.3
2.61K $216K
VSH
Vishay Intertechnology Inc

Technology
7.6K
+ 7.24%
$15.9 - $19.1 $121K - $145K
113K $1.79M
DTM
Dt Midstream, Inc.

Energy
6.72K
+ 3.11%
$86.95 - $113.75 $584K - $764K
223K $21.5M
XBJL
Innovator Etfs Tr Us Equity Ac
376
+ 4.88%
$33.37 - $34.93 $12.5K - $13.1K
8.08K $273K
TPC
Tutor Perini Corp

Industrials
1.1K
+ 7.52%
$21.51 - $29.39 $23.6K - $32.2K
15.7K $363K
HLX
Helix Energy Solutions Group Inc

Energy
2.58K
+ 21.95%
$7.76 - $9.68 $20K - $25K
14.3K $119K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
922
+ 6.35%
$51.6 - $58.13 $47.6K - $53.6K
15.4K $814K
OPEN
Opendoor Technologies Inc.

Real Estate
10.5K
New
$1.02 - $1.72 $10.7K - $18.1K
10.5K $10K
LAB
Standard Biotools Inc.

Healthcare
10.1K
New
$1.01 - $2.06 $10.2K - $20.8K
10.1K $10K
AIV
Apartment Investment & Management CO

Real Estate
2.68K
+ 5.38%
$8.54 - $9.12 $22.9K - $24.5K
52.5K $462K
DSL
Double Line Income Solutions Fund

Financial Services
564
+ 1.53%
$12.53 - $12.88 $7.07K - $7.26K
37.5K $472K
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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