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
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.32M
+ 232.74%
$24.38 - $25.2 $32.1M - $33.2M
1.88M $47.4M
AVGO
Broadcom Inc.

Technology
6.07M
+ 857.83%
$136.27 - $1745.86 $827M - $10.6B
6.77M $1.17B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
329K
+ 24.56%
$64.57 - $71.76 $21.2M - $23.6M
1.67M $120M
EQIX
Equinix Inc

Real Estate
8.15K
+ 4.21%
$749.0 - $890.01 $6.11M - $7.26M
202K $179M
HRB
H&R Block Inc

Consumer Cyclical
496K
+ 541.3%
$52.99 - $66.6 $26.3M - $33.1M
588K $37.4M
IWN
Ishares Russell2000 Val ETF

ETFs
19.9K
+ 1.02%
$150.05 - $171.34 $2.99M - $3.41M
1.98M $330M
OLED
Universal Display Corp Pa

Technology
149K
+ 232.84%
$157.72 - $236.42 $23.6M - $35.3M
214K $44.9M
CTAS
Cintas Corp

Industrials
578K
+ 325.37%
$201.38 - $819.83 $116M - $474M
756K $156M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
841K
+ 15.57%
$28.1 - $29.89 $23.6M - $25.1M
6.25M $187M
PYPL
Pay Pal Holdings, Inc.

Financial Services
75.4K
+ 6.18%
$57.22 - $80.08 $4.31M - $6.04M
1.3M $101M
NDAQ
Nasdaq, Inc.

Financial Services
3.52K
+ 0.15%
$59.48 - $74.31 $209K - $261K
2.33M $170M
EMB
Ishares Tr

ETFs
84.1K
+ 1.97%
$87.75 - $93.74 $7.38M - $7.88M
4.35M $407M
DFS
Discover Financial Services

Financial Services
140K
+ 13.4%
$123.41 - $144.72 $17.2M - $20.2M
1.18M $166M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
270K
+ 5.41%
$36.02 - $41.68 $9.74M - $11.3M
5.27M $217M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
659K
+ 6.06%
$24.86 - $26.33 $16.4M - $17.3M
11.5M $301M
TSCO
Tractor Supply CO

Consumer Cyclical
27.4K
+ 2.78%
$251.95 - $290.93 $6.89M - $7.96M
1.01M $294M
BAH
Booz Allen Hamilton Holding Corp

Industrials
122K
+ 12.89%
$138.82 - $162.76 $17M - $19.9M
1.07M $174M
QINT
American Centy ETF Tr Quality

ETFs
481K
+ 45.74%
$46.45 - $52.02 $22.3M - $25M
1.53M $79.2M
TCHP
T Rowe Price Exchange Traded F

Technology
704K
+ 662.05%
$35.14 - $40.43 $24.7M - $28.4M
810K $32.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
15.2K
+ 1.05%
$149.02 - $167.67 $2.27M - $2.55M
1.47M $246M
GTO
Invesco Actively Managed ETF T

ETFs
483K
+ 23.86%
$46.22 - $48.77 $22.3M - $23.6M
2.51M $121M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
596K
+ 17.25%
$36.06 - $37.66 $21.5M - $22.5M
4.05M $153M
VIG
Vanguard Dividend Appreciation

ETFs
154K
+ 7.46%
$182.15 - $182.15 $28M - $28M
2.22M $404M
O
Realty Income Corp

Real Estate
36K
+ 1.54%
$52.36 - $63.42 $1.89M - $2.29M
2.38M $151M
FANG
Diamondback Energy, Inc.

Energy
221K
+ 55.77%
$168.46 - $210.94 $37.3M - $46.7M
618K $107M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
93.1K
+ 2.43%
$114.73 - $120.23 $10.7M - $11.2M
3.92M $469M
KNSL
Kinsale Capital Group, Inc.

Financial Services
36.8K
+ 30.92%
$370.41 - $491.09 $13.6M - $18.1M
156K $72.5M
DD
Du Pont De Nemours, Inc.

Basic Materials
252K
+ 52.53%
$77.22 - $89.49 $19.5M - $22.6M
733K $65.3M
XOM
Exxon Mobil Corp

Energy
143K
+ 3.11%
$109.72 - $119.0 $15.7M - $17M
4.73M $555M
TRV
Travelers Companies, Inc.

Financial Services
24.7K
+ 3.75%
$201.87 - $242.35 $4.99M - $5.99M
684K $160M
RGA
Reinsurance Group Of America Inc

Financial Services
97.7K
+ 26.41%
$192.62 - $225.79 $18.8M - $22M
467K $102M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
270K
+ 5.72%
$49.82 - $52.8 $13.5M - $14.3M
5M $263M
RACE
Ferrari N.V.

Consumer Cyclical
11.3K
+ 3.48%
$405.92 - $496.79 $4.58M - $5.61M
336K $158M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
126K
+ 36.02%
$72.18 - $107.33 $9.07M - $13.5M
475K $50.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
523K
+ 25.85%
$32.65 - $36.69 $17.1M - $19.2M
2.54M $92.6M
IQV
Iqvia Holdings Inc.

Healthcare
46.3K
+ 8.33%
$206.81 - $251.55 $9.57M - $11.6M
601K $142M
WDAY
Workday, Inc.

Technology
42.9K
+ 6.13%
$207.75 - $264.68 $8.9M - $11.3M
742K $181M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
40.5K
+ 1.4%
$113.45 - $126.18 $4.6M - $5.11M
2.94M $372M
TRU
Trans Union

Industrials
177K
+ 87.09%
$72.72 - $106.05 $12.9M - $18.8M
380K $39.8M
TFC
Truist Financial Corp

Financial Services
300K
+ 9.98%
$38.22 - $44.94 $11.5M - $13.5M
3.3M $141M
AON
Aon PLC

Financial Services
16.2K
+ 4.51%
$293.16 - $351.06 $4.74M - $5.68M
375K $130M
SONY
Sony Group Corp

Technology
92.1K
+ 6.91%
$81.61 - $98.65 $7.51M - $9.08M
1.42M $137M
CUBE
Cube Smart

Real Estate
220K
+ 15.34%
$43.74 - $54.55 $9.64M - $12M
1.66M $89.3M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
188K
+ 78.15%
$110.22 - $120.89 $20.8M - $22.8M
430K $51.7M
SNA
Snap On Inc

Industrials
11.3K
+ 1.54%
$255.35 - $289.77 $2.88M - $3.26M
744K $216M
HSY
Hershey CO

Consumer Defensive
92.8K
+ 11.85%
$182.45 - $203.25 $16.9M - $18.9M
876K $168M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
229K
+ 25.66%
$75.88 - $83.21 $17.4M - $19M
1.12M $93.3M
IAU
Ishares Gold Trust

ETFs
65.2K
+ 1.85%
$44.06 - $50.5 $2.87M - $3.29M
3.58M $178M
PPL
Ppl Corp

Utilities
365K
+ 17.65%
$27.36 - $33.08 $9.98M - $12.1M
2.43M $80.4M
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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