Envestnet Asset Management Inc Purchases in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
168
+ 0.96%
$27.11 - $31.9 $4.55K - $5.36K
17.6K $553K
CSTL
Castle Biosciences Inc

Healthcare
707
+ 1.01%
$15.8 - $21.98 $11.2K - $15.5K
70.5K $1.44M
YELP
Yelp Inc

Communication Services
1.9K
+ 24.04%
$32.56 - $40.93 $61.8K - $77.7K
9.8K $335K
ASPN
Aspen Aerogels Inc

Industrials
11.4K
+ 20.53%
$4.31 - $6.63 $49.1K - $75.6K
66.9K $396K
DNLI
Denali Therapeutics Inc.

Healthcare
2.11K
+ 6.71%
$11.47 - $16.65 $24.2K - $35.1K
33.5K $469K
SPE
Special Opportunities Fund, Inc.

Financial Services
1.97K
+ 8.14%
$13.34 - $15.49 $26.3K - $30.5K
26.2K $405K
GCMG
Gcm Grosvenor Inc.

Financial Services
17.8K
+ 18.07%
$11.4 - $13.31 $202K - $236K
116K $1.34M
OLO
Olo Inc.

Technology
944
+ 8.29%
$5.84 - $9.7 $5.51K - $9.16K
12.3K $109K
FGRO
Fidelity Covington Tr

ETFs
1.81K
+ 10.5%
N/A
19K $425K
SRCE
1 St Source Corp

Financial Services
317
+ 3.85%
$53.28 - $62.88 $16.9K - $19.9K
8.55K $530K
DMAT
Global X Fds Disruptive Matls
957
+ 8.94%
$12.11 - $16.79 $11.6K - $16.1K
11.7K $192K
AMCX
Amc Networks Inc.

Communication Services
13.2K
+ 17.35%
$5.55 - $7.04 $73.3K - $93K
89.4K $560K
MPW
Medical Properties Trust Inc

Real Estate
32.2K
+ 54.17%
$4.31 - $5.91 $139K - $191K
91.8K $395K
SNAP
Snap Inc

Communication Services
4.33K
+ 18.65%
$7.23 - $9.21 $31.3K - $39.9K
27.6K $239K
URG
Ur Energy Inc

Energy
35.9K
New
$0.56 - $1.13 $20.1K - $40.6K
35.9K $37K
VNET
Vnet Group, Inc.

Technology
43.4K
+ 21.53%
$4.74 - $8.12 $206K - $352K
245K $1.69M
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
3.24K
+ 8.08%
$8.7 - $10.12 $28.2K - $32.8K
43.3K $430K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
5.31K
+ 1.21%
$2.29 - $2.6 $12.2K - $13.8K
444K $1.15M
FLCH
Franklin Templeton ETF Tr

ETFs
1.37K
+ 8.41%
$17.74 - $21.96 $24.2K - $30K
17.6K $382K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
35
+ 0.29%
$60.86 - $71.29 $2.13K - $2.5K
12K $855K
CRON
Cronos Group Inc.

Healthcare
18.7K
New
$1.62 - $2.14 $30.2K - $39.9K
18.7K $35K
CTOS
Custom Truck One Source, Inc.

Industrials
2.77K
+ 9.54%
$3.39 - $5.07 $9.4K - $14.1K
31.9K $157K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
846
+ 4.52%
$12.25 - $15.47 $10.4K - $13.1K
19.6K $302K
IBCP
Independent Bank Corp

Financial Services
291
+ 1.93%
$28.08 - $32.78 $8.17K - $9.54K
15.4K $498K
FRI
First Tr S&P Reit Index Fd

ETFs
1.86K
+ 4.96%
$24.01 - $27.75 $44.6K - $51.6K
39.3K $1.06M
RGCO
Rgc Resources Inc

Utilities
668
+ 5.57%
$20.27 - $22.92 $13.5K - $15.3K
12.7K $283K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
2.35K
+ 6.09%
$7.6 - $8.89 $17.9K - $20.9K
41K $364K
TEI
Templeton Emerging Markets Income Fund

Financial Services
3.97K
+ 30.19%
$4.91 - $6.0 $19.5K - $23.8K
17.1K $102K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
776
+ 5.96%
$11.71 - $19.37 $9.09K - $15K
13.8K $221K
CLOV
Clover Health Investments, Corp.

Healthcare
11K
New
$2.74 - $3.77 $30K - $41.3K
11K $30K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.9K
+ 4.7%
$9.25 - $10.26 $17.6K - $19.5K
42.4K $434K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
4.54K
+ 31.46%
$20.54 - $29.09 $93.3K - $132K
19K $425K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
506
+ 2.34%
$25.17 - $33.43 $12.7K - $16.9K
22.1K $692K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
1.01K
+ 6.31%
$8.48 - $11.94 $8.57K - $12.1K
17K $176K
CEFA
Global X Fds
634
+ 8.25%
$28.37 - $34.48 $18K - $21.9K
8.32K $285K
IBHE
Ishares Ibonds 2025 Term High

ETFs
1.1K
+ 1.3%
$22.98 - $23.27 $25.3K - $25.7K
85.8K $2M
USA
Liberty All Star Equity Fund

Financial Services
2.9K
+ 9.22%
$5.9 - $6.81 $17.1K - $19.8K
34.4K $234K
NMR
Nomura Holdings Inc

Financial Services
1.98K
+ 6.02%
$4.95 - $6.6 $9.82K - $13.1K
34.9K $229K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
3.64K
+ 6.68%
$12.24 - $13.88 $44.5K - $50.5K
58.1K $782K
FTF
Franklin LTD Duration Income Trust

Financial Services
4.53K
+ 6.22%
$5.86 - $6.47 $26.6K - $29.3K
77.4K $496K
IXJ
Ishares Global Healthcare ETF

ETFs
13.6K
+ 6.07%
$82.3 - $90.02 $1.12M - $1.22M
237K $20.4M
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
821
+ 0.82%
$6.81 - $8.29 $5.59K - $6.81K
101K $835K
SLI
Standard Lithium Ltd.

Basic Materials
4.11K
+ 16.1%
$1.11 - $1.96 $4.57K - $8.06K
29.7K $58K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
976
+ 6.82%
$23.61 - $24.24 $23K - $23.7K
15.3K $370K
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
1.14K
+ 5.06%
$15.35 - $17.0 $17.5K - $19.4K
23.7K $403K
CRF
Cornerstone Total Return Fund Inc

Financial Services
277
+ 0.75%
$6.44 - $7.75 $1.78K - $2.15K
37.3K $289K
BIDU
Baidu, Inc.

Communication Services
1.01K
+ 10.08%
$76.86 - $92.5 $77.4K - $93.1K
11K $942K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
40
+ 3.13%
$218.94 - $269.48 $8.76K - $10.8K
1.32K $326K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
1.73K
+ 7.23%
$13.19 - $15.44 $22.8K - $26.7K
25.7K $389K
Activity Summary
Buys All Purchases 2655 New Holdings 267 Increased Positions 2388 Sells All Sells 1747 Reductions 1747 Sold out 0 Options Calls 0 Puts 0
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