Envestnet Asset Management Inc Purchases in Q4 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
357K
+ 51.65%
$46.07 - $48.17 $16.5M - $17.2M
1.05M $48.4M
IWV
Ishares Russell 3000 ETF

ETFs
41.2K
+ 26.33%
$323.08 - $349.08 $13.3M - $14.4M
198K $66.1M
UAL
United Airlines Holdings, Inc.

Industrials
105K
+ 88.73%
$55.62 - $102.44 $5.84M - $10.8M
223K $21.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
395K
+ 2.22%
$113.92 - $127.38 $45M - $50.3M
18.2M $2.09B
JHMM
John Hancock Multifactor Mid C

ETFs
243K
+ 70.94%
$59.61 - $64.8 $14.5M - $15.7M
585K $35M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
78K
+ 3.42%
$111.85 - $120.71 $8.72M - $9.41M
2.36M $272M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
430K
+ 16.91%
$35.45 - $40.33 $15.3M - $17.4M
2.97M $107M
EMGF
Ishares Msci Emerging Markets

ETFs
338K
+ 102.05%
$45.23 - $51.49 $15.3M - $17.4M
668K $30.2M
WRB
Berkley W R Corp

Financial Services
194K
+ 14.63%
$56.48 - $64.94 $11M - $12.6M
1.52M $88.9M
SONY
Sony Group Corp

Technology
5.72M
+ 401.76%
$17.53 - $96.8 $100M - $554M
7.14M $151M
OEF
Ishares S&P 100 ETF

ETFs
51.2K
+ 8.09%
N/A
684K $182M
EOG
Eog Resources Inc

Energy
116K
+ 6.0%
$118.22 - $136.54 $13.7M - $15.9M
2.05M $251M
SRLN
Ssga Active Trust

ETFs
325K
+ 29.38%
$41.48 - $42.08 $13.5M - $13.7M
1.43M $59.7M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
44K
+ 1.49%
$124.61 - $133.96 $5.48M - $5.89M
2.99M $385M
PCOR
Procore Technologies, Inc.

Technology
142K
+ 67.64%
$58.8 - $85.72 $8.34M - $12.2M
352K $26.3M
TTE
Total Energies Se

Energy
193K
+ 7.85%
N/A
2.65M $182M
JEF
Jefferies Financial Group Inc.

Financial Services
140K
+ 110.29%
$61.95 - $81.75 $8.68M - $11.4M
267K $20.9M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
255K
+ 1410.0%
$50.81 - $51.59 $12.9M - $13.1M
273K $13.9M
ABNB
Airbnb, Inc.

Consumer Cyclical
66.4K
+ 7.37%
$125.36 - $147.37 $8.33M - $9.79M
968K $127M
IVE
Ishares S&P 500 Value ETF

ETFs
494K
+ 3.82%
$189.5 - $206.17 $93.6M - $102M
13.4M $2.56B
SPMD
Spdr Portfolio

ETFs
234K
+ 16.11%
$54.13 - $59.56 $12.7M - $13.9M
1.69M $92.2M
RL
Ralph Lauren Corp

Consumer Cyclical
23.5K
+ 12.0%
$192.23 - $233.41 $4.52M - $5.49M
220K $50.8M
BBUS
J P Morgan Exchg Traded Fd

ETFs
93.2K
+ 7.98%
$102.46 - $110.17 $9.54M - $10.3M
1.26M $134M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
467K
+ 546.55%
$19.44 - $28.35 $9.07M - $13.2M
552K $14.2M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
196K
+ 16.72%
$51.31 - $55.61 $10.1M - $10.9M
1.37M $73.2M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
458K
+ 9.0%
$51.33 - $53.74 $23.5M - $24.6M
5.54M $285M
FTI
Technip Fmc PLC

Energy
395K
+ 123.47%
$25.16 - $31.95 $9.93M - $12.6M
715K $20.7M
HUBS
Hubspot Inc

Technology
1.72K
+ 2.59%
$514.07 - $757.4 $883K - $1.3M
67.9K $47.3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
912K
+ 2.77%
$40.38 - $44.35 $36.8M - $40.4M
33.9M $1.39B
PCG
Pg&E Corp

Utilities
575K
+ 93.44%
$19.2 - $21.63 $11M - $12.4M
1.19M $24M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
50.3K
+ 23.15%
$107.98 - $143.92 $5.43M - $7.24M
268K $35.9M
SSNC
Ss&C Technologies Holdings Inc

Technology
144K
+ 34.73%
$69.93 - $77.36 $10.1M - $11.2M
559K $42.4M
CACC
Credit Acceptance Corp

Financial Services
24.4K
+ 805.04%
$417.33 - $497.7 $10.2M - $12.2M
27.5K $12.9M
MTCH
Match Group, Inc.

Communication Services
370K
+ 271.3%
$30.29 - $38.64 $11.2M - $14.3M
506K $16.6M
ITM
Vaneck Intermediate Muni ETF

ETFs
265K
+ 28.06%
$45.56 - $46.97 $12.1M - $12.4M
1.21M $55.7M
WSM
Williams Sonoma Inc

Consumer Cyclical
11.4K
+ 3.74%
$129.13 - $198.21 $1.47M - $2.25M
315K $58.3M
LYV
Live Nation Entertainment, Inc.

Communication Services
46.4K
+ 17.63%
$109.06 - $140.54 $5.06M - $6.52M
310K $40.1M
BX
Blackstone Inc.

Financial Services
13.6K
+ 2.93%
$148.45 - $199.05 $2.01M - $2.7M
476K $82.1M
JBBB
Janus Detroit Str Tr Henderson

ETFs
228K
+ 55.4%
$48.59 - $49.45 $11.1M - $11.3M
638K $31.4M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
13.7K
+ 2.92%
$229.83 - $258.46 $3.14M - $3.53M
481K $119M
HWM
Howmet Aerospace Inc.

Industrials
67.7K
+ 16.59%
$99.72 - $120.09 $6.75M - $8.13M
476K $52.1M
PODD
Insulet Corp

Healthcare
24.9K
+ 15.21%
$227.79 - $275.7 $5.67M - $6.86M
189K $49.2M
KGC
Kinross Gold Corp

Basic Materials
1.21M
+ 241.06%
$9.03 - $10.75 $10.9M - $13M
1.71M $15.8M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
115K
+ 2531.34%
$93.27 - $105.01 $10.8M - $12.1M
120K $11.5M
VIG
Vanguard Dividend Appreciation

ETFs
60.1K
+ 2.71%
N/A
2.28M $415M
DXCM
Dexcom Inc

Healthcare
69.5K
+ 13.51%
$65.68 - $81.01 $4.57M - $5.63M
584K $45.4M
WDAY
Workday, Inc.

Technology
3.03K
+ 0.41%
$233.85 - $279.91 $709K - $848K
745K $192M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
343K
+ 10.46%
N/A
3.63M $114M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
67.2K
+ 3.74%
$121.89 - $135.52 $8.2M - $9.11M
1.86M $233M
Activity Summary
Buys All Purchases 2408 New Holdings 259 Increased Positions 2149 Sells All Sells 1859 Reductions 1859 Sold out 0 Options Calls 0 Puts 0
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