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
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
5.77K
+ 28.77%
$22.01 - $23.52 $127K - $136K
25.8K $604K
SBLK
Star Bulk Carriers Corp.

Industrials
7.89K
+ 23.09%
$19.87 - $25.0 $157K - $197K
42K $995K
IAG
Iamgold Corp

Basic Materials
26.6K
+ 176.16%
$3.58 - $5.52 $95.1K - $147K
41.6K $217K
UMC
United Microelectronics Corp

Technology
23.2K
+ 23.34%
$7.43 - $8.89 $172K - $206K
123K $1.03M
DUSA
Davis Fundamental ETF Tr

ETFs
3.19K
+ 12.4%
$37.9 - $42.15 $121K - $135K
28.9K $1.21M
MBIN
Merchants Bancorp

Financial Services
2.05K
+ 13.33%
$39.38 - $52.59 $80.8K - $108K
17.4K $783K
NVEE
Nv5 Global, Inc.

Industrials
1.5K
+ 3.8%
$89.07 - $103.63 $134K - $156K
41K $3.83M
AAT
American Assets Trust, Inc.

Real Estate
2.73K
+ 13.78%
$21.79 - $27.37 $59.4K - $74.7K
22.5K $601K
MQ
Marqeta, Inc.

Technology
41.3K
+ 52.63%
$4.67 - $5.61 $193K - $232K
120K $588K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
1.86K
+ 7.04%
$39.23 - $44.22 $72.9K - $82.2K
28.3K $1.24M
TWI
Titan International Inc

Industrials
19.5K
New
$6.95 - $8.7 $136K - $170K
19.5K $158K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
4.88K
+ 1.88%
$5.1 - $5.68 $24.9K - $27.7K
264K $1.49M
GBF
Ishares Tr

ETFs
700
+ 3.57%
$101.73 - $107.63 $71.2K - $75.3K
20.3K $2.17M
JPEM
Jp Morgan Diversified Return

ETFs
1.97K
+ 11.3%
$52.23 - $56.96 $103K - $112K
19.4K $1.1M
HNDL
Strategy Shs

ETFs
5.72K
+ 22.12%
$20.96 - $22.29 $120K - $128K
31.6K $702K
AFIF
Two Rds Shared Tr

ETFs
15.7K
+ 18.33%
$9.12 - $9.25 $143K - $145K
101K $933K
CION
Cion Investment Corp

Financial Services
13.6K
+ 35.29%
$11.55 - $12.46 $157K - $169K
52K $618K
GUT
Gabelli Utility Trust

Financial Services
29.5K
New
$5.2 - $6.16 $153K - $182K
29.5K $153K
SWI
Solar Winds Corp

Technology
11.7K
New
$10.79 - $13.04 $126K - $152K
11.7K $152K
FHI
Federated Hermes, Inc.

Financial Services
2.42K
+ 15.16%
$32.18 - $37.3 $77.9K - $90.3K
18.4K $675K
NBTB
Nbt Bancorp Inc

Financial Services
1.73K
+ 13.19%
$37.75 - $49.84 $65.4K - $86.3K
14.9K $657K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
10.7K
+ 26.12%
$16.12 - $18.36 $172K - $196K
51.5K $874K
TWST
Twist Bioscience Corp

Healthcare
6.02K
+ 20.16%
$36.72 - $58.88 $221K - $354K
35.9K $1.62M
CGO
Calamos Global Total Return Fund

Financial Services
2.48K
+ 1.82%
$10.91 - $11.96 $27.1K - $29.7K
139K $1.66M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
1.18K
+ 29.23%
$98.38 - $105.75 $116K - $125K
5.23K $548K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
938
+ 3.12%
$49.13 - $54.55 $46.1K - $51.2K
31K $1.67M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
7.11K
+ 8.6%
$9.1 - $10.62 $64.7K - $75.5K
89.9K $954K
TROW
Price T Rowe Group Inc

Financial Services
8.77K
+ 6.92%
$101.71 - $120.75 $892K - $1.06M
136K $14.8M
AZZ
Azz Inc

Industrials
1.33K
+ 19.73%
$72.09 - $86.75 $95.8K - $115K
8.06K $666K
STOT
Spdr Doubleline Short Duration

ETFs
2.66K
+ 8.63%
$46.63 - $47.52 $124K - $127K
33.5K $1.59M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
1.7K
+ 1.24%
$23.25 - $24.3 $39.6K - $41.4K
139K $3.36M
UTL
Unitil Corp

Utilities
964
+ 9.97%
$51.06 - $62.47 $49.2K - $60.2K
10.6K $644K
HL
Hecla Mining CO

Basic Materials
21.4K
New
$4.74 - $7.18 $102K - $154K
21.4K $143K
JOE
St Joe CO

Real Estate
1.94K
+ 22.69%
$52.59 - $63.7 $102K - $123K
10.5K $610K
HCAT
Health Catalyst, Inc.

Healthcare
17.6K
New
$5.48 - $8.83 $96.3K - $155K
17.6K $142K
OCFC
Oceanfirst Financial Corp

Financial Services
5.77K
+ 44.46%
$15.35 - $18.91 $88.5K - $109K
18.7K $348K
WTTR
Select Energy Services, Inc.

Energy
12.3K
+ 109.53%
$10.2 - $12.2 $126K - $150K
23.6K $262K
PTH
Invesco Exchange Traded Fd Tr

ETFs
1.88K
+ 12.37%
$42.08 - $47.87 $79.1K - $89.9K
17.1K $793K
PKB
Invesco Exchange Traded Fd Tr

ETFs
712
+ 9.97%
$66.28 - $79.78 $47.2K - $56.8K
7.86K $625K
NEP
Nextera Energy Partners, LP

Utilities
5.13K
+ 14.58%
$23.83 - $28.64 $122K - $147K
40.3K $1.11M
WEN
Wendy'S CO

Consumer Cyclical
7.58K
+ 51.88%
$15.83 - $18.24 $120K - $138K
22.2K $388K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
21.3K
New
$6.3 - $6.99 $134K - $149K
21.3K $140K
CYRX
Cryoport, Inc.

Industrials
13.8K
+ 58.38%
$5.55 - $9.56 $76.5K - $132K
37.4K $303K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
2.02K
+ 8.9%
$39.71 - $44.22 $80.2K - $89.3K
24.7K $1.09M
PAC
Pacific Airport Group

Industrials
116
+ 1.79%
$150.24 - $184.66 $17.4K - $21.4K
6.58K $1.15M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
210
+ 1.41%
$72.52 - $82.35 $15.2K - $17.3K
15.1K $1.23M
TILE
Interface Inc

Consumer Cyclical
3.31K
+ 19.26%
$14.17 - $19.02 $46.8K - $62.9K
20.5K $388K
MRC
Mrc Global Inc.

Energy
10.8K
New
$11.58 - $14.85 $125K - $160K
10.8K $137K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
1.53K
+ 11.51%
$50.67 - $56.52 $77.7K - $86.7K
14.9K $824K
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
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email