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
GNW
Genworth Financial Inc

Financial Services
926
+ 4.66%
$6.44 - $7.42 $5.96K - $6.87K
20.8K $147K
DLY
Double Line Yield Opportunities Fund

N/A
184
+ 1.06%
$15.8 - $16.38 $2.91K - $3.01K
17.6K $283K
IART
Integra Lifesciences Holdings Corp

Healthcare
1.2K
+ 4.57%
$21.13 - $26.55 $25.4K - $32K
27.5K $605K
NVMI
Nova Ltd.

Technology
541
+ 7.43%
$184.33 - $273.65 $99.7K - $148K
7.83K $1.44M
SGH
Smart Global Holdings, Inc.

Technology
438
+ 4.12%
N/A
11.1K $191K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
165
+ 0.87%
$19.51 - $20.4 $3.22K - $3.37K
19.2K $383K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
565
+ 3.93%
$14.31 - $14.8 $8.09K - $8.36K
14.9K $215K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
225
+ 0.74%
$8.58 - $8.9 $1.93K - $2K
30.5K $267K
OCGN
Ocugen, Inc.

Healthcare
10K
New
$0.52 - $0.9 $5.2K - $9K
10K $7K
SYM
Symbotic Inc.

Financial Services
3.58K
+ 19.29%
$20.16 - $33.5 $72.1K - $120K
22.1K $447K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
4.36K
+ 14.22%
$2.6 - $3.19 $11.3K - $13.9K
35.1K $91K
CXE
Mfs High Income Municipal Trust

Financial Services
1.64K
+ 3.42%
$3.6 - $3.85 $5.9K - $6.31K
49.6K $182K
UWMC
Uwm Holdings Corp

Financial Services
2.61K
+ 13.06%
$5.43 - $6.63 $14.2K - $17.3K
22.6K $123K
DMAT
Global X Fds Disruptive Matls
122
+ 1.15%
$14.1 - $16.05 $1.72K - $1.96K
10.7K $154K
SXC
Sun Coke Energy, Inc.

Basic Materials
12.9K
+ 16.92%
$8.95 - $10.57 $115K - $136K
89.2K $820K
WU
Western Union CO

Financial Services
1.26K
+ 0.31%
$10.24 - $11.62 $12.9K - $14.7K
406K $4.29M
QBTS
D Wave Quantum Inc.

Technology
3.77K
+ 12.02%
$3.83 - $11.18 $14.5K - $42.2K
35.2K $267K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
295
+ 1.47%
$10.77 - $11.29 $3.18K - $3.33K
20.4K $223K
IVT
Inven Trust Properties Corp.

Real Estate
3.74K
+ 2.68%
$28.36 - $30.77 $106K - $115K
143K $4.21M
ISCV
Ishares Morningstar Small Cap

ETFs
671
+ 7.68%
$58.11 - $66.0 $39K - $44.3K
9.41K $557K
KNTK
Kinetik Holdings Inc.

Energy
2.81K
+ 10.14%
$49.51 - $66.5 $139K - $187K
30.5K $1.58M
PEX
Proshares Listed Private Equit

ETFs
356
+ 4.65%
$27.04 - $29.51 $9.63K - $10.5K
8.01K $216K
WABC
Westamerica Bancorporation

Financial Services
362
+ 4.55%
$49.12 - $52.43 $17.8K - $19K
8.33K $421K
SCWO
374 Water Inc.

Industrials
10K
New
$0.31 - $0.7 $3.1K - $7K
10K $3K
ALIT
Alight, Inc.

Technology
7.97K
+ 17.85%
$5.91 - $7.05 $47.1K - $56.2K
52.6K $312K
CODX
Co Diagnostics, Inc.

Healthcare
12.4K
New
$0.31 - $1.0 $3.83K - $12.4K
12.4K $3K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
8.66K
+ 4.22%
$11.85 - $13.1 $103K - $113K
214K $2.6M
ARAY
Accuray Inc

Healthcare
5.33K
+ 13.6%
$1.74 - $2.69 $9.28K - $14.3K
44.5K $79K
AMSF
Amerisafe Inc

Financial Services
45
+ 0.34%
N/A
13.3K $583K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
669
+ 1.4%
$2.88 - $2.99 $1.93K - $2K
48.5K $140K
FSMO
Fidelity Covington Tr

ETFs
83
+ 0.68%
N/A
12.2K $321K
TV
Grupo Televisa, S.A.B.

Communication Services
77
+ 0.21%
$1.68 - $2.17 $129 - $167
36K $62K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
710
+ 2.92%
$31.97 - $34.34 $22.7K - $24.4K
25K $809K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
10.7K
New
$0.17 - $0.42 $1.82K - $4.49K
10.7K $2K
TRX
Trx Gold Corp

Basic Materials
5.5K
+ 20.02%
$0.29 - $0.34 $1.6K - $1.87K
33K $10K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
385
+ 2.74%
$6.57 - $6.89 $2.53K - $2.65K
14.4K $95K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
1.12K
+ 1.2%
$4.18 - $4.41 $4.66K - $4.92K
93.6K $391K
QARP
Xtrackers Russell 1000 Us Qual

ETFs
171
+ 1.63%
$50.33 - $55.01 $8.61K - $9.41K
10.7K $552K
HKND
Humankind Benefit Corp Humanki

ETFs
24
+ 0.33%
$31.39 - $33.75 $753 - $810
7.35K $233K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
1.72K
+ 11.81%
$21.85 - $25.19 $37.6K - $43.4K
16.3K $360K
WLKP
Westlake Chemical Partners LP

Basic Materials
105
+ 0.63%
$22.96 - $24.9 $2.41K - $2.61K
16.9K $389K
Spinnaker ETF Series
15.7K
New
N/A
15.7K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
3.98K
+ 6.42%
N/A
66K $0
2023 ETF Series Trust Ii
25.3K
+ 147.41%
N/A
42.5K $0
Ab Active Etfs Inc
8.05K
+ 13.06%
N/A
69.7K $0
TAFI
Ab Active Etfs Inc Tax Aware S
39.3K
+ 41.79%
N/A
133K $0
Ab Active Etfs Inc
70.1K
New
N/A
70.1K $0
Ab Active Etfs Inc
2.56K
+ 22.03%
N/A
14.2K $0
Ab Active Etfs Inc
2.97K
+ 53.95%
N/A
8.48K $0
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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