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
TPG
Tpg Inc.

Financial Services
437
+ 8.36%
$40.49 - $59.88 $17.7K - $26.2K
5.66K $325K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
349
+ 8.94%
$143.74 - $174.11 $50.2K - $60.8K
4.25K $689K
OFC
Corporate Office Properties Trust

Real Estate
4.43K
+ 1.56%
N/A
289K $6.98M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
486
+ 5.31%
$98.24 - $109.56 $47.7K - $53.2K
9.64K $1.06M
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
833
+ 1.59%
$19.55 - $21.44 $16.3K - $17.9K
53.3K $1.14M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
312
+ 1.8%
$18.46 - $25.37 $5.76K - $7.92K
17.7K $432K
MP
Mp Materials Corp.

Basic Materials
514
+ 2.64%
$10.49 - $18.39 $5.39K - $9.45K
20K $352K
PHT
Pioneer High Income Fund, Inc.

Financial Services
2.72K
+ 1.59%
$7.5 - $8.02 $20.4K - $21.8K
174K $1.4M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
834
+ 3.92%
$34.95 - $39.2 $29.1K - $32.7K
22.1K $860K
IYC
Ishares U.S. Consumer Discreti

ETFs
608
+ 7.98%
$76.12 - $88.31 $46.3K - $53.7K
8.23K $723K
AY
Atlantica Sustainable Infrastructure PLC

Utilities
4.65K
+ 14.5%
$21.81 - $22.29 $101K - $104K
36.7K $806K
EMQQ
Emqq Emerging Markets Internet

ETFs
290
+ 1.91%
$31.65 - $39.64 $9.18K - $11.5K
15.5K $606K
WDI
Western Asset Diversified Income Fund

ETFs
3.97K
+ 12.19%
$14.48 - $15.76 $57.5K - $62.5K
36.5K $572K
GENI
Genius Sports LTD

Communication Services
13K
New
$5.35 - $8.44 $69.7K - $110K
13K $102K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
1.94K
+ 3.83%
N/A
52.7K $2.77M
MDIV
First Trust Multi Asset Divers

ETFs
5.26K
+ 39.57%
$15.69 - $16.76 $82.5K - $88.1K
18.5K $308K
ACHR
Archer Aviation Inc.

Industrials
49K
+ 49.21%
$2.91 - $5.39 $142K - $264K
148K $449K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
1.66K
+ 5.03%
$29.64 - $31.77 $49.2K - $52.7K
34.6K $1.1M
AMSWA
American Software Inc

Technology
4.77K
+ 22.87%
$8.94 - $11.51 $42.6K - $54.8K
25.6K $286K
IYLD
Ishares Tr Ishares Morningstar

ETFs
4.11K
+ 30.3%
$19.72 - $20.73 $81.1K - $85.3K
17.7K $365K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
1.72K
+ 21.55%
$39.66 - $43.57 $68.4K - $75.1K
9.73K $423K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
5.36K
+ 9.42%
$9.89 - $11.43 $53K - $61.2K
62.2K $683K
MGRC
Mcgrath Rentcorp

Industrials
1.04K
+ 9.52%
$98.13 - $115.62 $102K - $120K
12K $1.26M
JRS
Nuveen Real Estate Income Fund

Financial Services
4.91K
+ 16.26%
$7.64 - $9.3 $37.5K - $45.7K
35.1K $326K
PALL
Abrdn Palladium ETF Trust

ETFs
712
+ 6.06%
$77.79 - $101.59 $55.4K - $72.3K
12.5K $1.14M
OI
O I Glass, Inc.

Consumer Cyclical
2.81K
+ 9.53%
$10.2 - $13.42 $28.7K - $37.7K
32.3K $423K
VAL
Valaris LTD

Energy
4.13K
+ 57.27%
$53.76 - $79.98 $222K - $330K
11.3K $632K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
5.2K
+ 1.25%
$2.83 - $3.11 $14.7K - $16.2K
422K $1.31M
FEM
First Trust Emerging Markets A

ETFs
3.47K
+ 0.66%
$22.14 - $24.52 $76.8K - $85.1K
533K $12.8M
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
18
+ 1.34%
$177.47 - $259.8 $3.19K - $4.68K
1.37K $332K
KMT
Kennametal Inc

Industrials
2.29K
+ 16.83%
$22.54 - $26.4 $51.5K - $60.3K
15.9K $411K
INVA
Innoviva, Inc.

Healthcare
2.48K
+ 16.53%
$16.33 - $20.04 $40.5K - $49.7K
17.5K $337K
VEGI
Ishares Inc Msci Global Agricu

ETFs
1.55K
+ 10.93%
$34.18 - $38.04 $53K - $59K
15.7K $598K
VFVA
Vanguard Wellington Fd U S Val

ETFs
343
+ 5.18%
$111.27 - $122.66 $38.2K - $42.1K
6.97K $839K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
854
+ 1.81%
$35.91 - $38.04 $30.7K - $32.5K
48K $1.83M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
1.14K
+ 3.07%
$31.92 - $33.91 $36.5K - $38.8K
38.4K $1.3M
BOCT
Innovator U.S. Equity Buffer E

ETFs
764
+ 1.15%
$40.71 - $42.45 $31.1K - $32.4K
67.2K $2.85M
UNIT
Uniti Group Inc.

Real Estate
10.6K
+ 100.54%
$2.74 - $5.84 $29K - $61.7K
21.1K $118K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
5.51K
+ 12.16%
$12.32 - $13.15 $67.9K - $72.5K
50.8K $650K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
1.79K
+ 34.22%
$41.04 - $43.51 $73.5K - $77.9K
7.03K $303K
JUPW
Jupiter Wellness, Inc.

Healthcare
30K
New
N/A
30K $87K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
7.3K
+ 54.48%
$10.14 - $13.11 $74K - $95.7K
20.7K $259K
CYTK
Cytokinetics Inc

Healthcare
2.44K
+ 7.97%
$51.22 - $60.16 $125K - $147K
33.1K $1.75M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
2.36K
+ 11.14%
$14.87 - $17.61 $35.1K - $41.6K
23.6K $414K
MAG
Mag Silver Corp

Basic Materials
2.4K
+ 10.84%
$11.58 - $15.26 $27.7K - $36.6K
24.5K $343K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
13.2K
New
$5.99 - $7.68 $79.1K - $101K
13.2K $86K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
263
+ 2.77%
$61.04 - $71.27 $16.1K - $18.7K
9.74K $674K
TNC
Tennant CO

Industrials
973
+ 33.36%
$90.62 - $108.78 $88.2K - $106K
3.89K $373K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
332
+ 0.73%
$43.8 - $45.62 $14.5K - $15.1K
46K $2.1M
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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