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
FICS
First Tr Exchange Traded Fd Vi

ETFs
2.38K
+ 10.12%
$33.95 - $37.2 $80.8K - $88.6K
25.9K $879K
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
575
+ 1.93%
$22.58 - $23.47 $13K - $13.5K
30.3K $691K
LCID
Lucid Group, Inc.

Consumer Cyclical
6.99K
+ 14.69%
$2.01 - $3.44 $14.1K - $24.1K
54.6K $164K
MAG
Mag Silver Corp

Basic Materials
557
+ 2.27%
$13.3 - $17.99 $7.41K - $10K
25.1K $340K
LASR
Nlight, Inc.

Technology
113
+ 0.49%
$9.88 - $14.68 $1.12K - $1.66K
23.4K $245K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
445
+ 1.37%
$13.42 - $14.34 $5.97K - $6.38K
32.9K $449K
QS
Quantum Scape Corp

Consumer Cyclical
459
+ 4.58%
$4.73 - $6.5 $2.17K - $2.98K
10.5K $54K
JOE
St Joe CO

Real Estate
3.05K
+ 29.1%
$43.8 - $59.68 $134K - $182K
13.5K $607K
NURE
Nuveen Short Term Reit ETF

ETFs
388
+ 5.01%
$31.13 - $34.56 $12.1K - $13.4K
8.14K $258K
PMO
Putnam Municipal Opportunities Trust

Financial Services
8.47K
+ 7.23%
$10.01 - $10.93 $84.8K - $92.6K
126K $1.27M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
313
+ 0.43%
$27.48 - $32.37 $8.6K - $10.1K
72.6K $2.09M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
104
+ 0.78%
$7.67 - $8.25 $798 - $858
13.5K $104K
AHH
Armada Hoffler Properties, Inc.

Real Estate
494
+ 2.71%
$10.06 - $11.26 $4.97K - $5.56K
18.7K $191K
MAN
Manpower Group Inc.

Industrials
2.04K
+ 26.12%
$56.82 - $74.28 $116K - $152K
9.85K $568K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
56
+ 4.17%
$1124.26 - $1344.96 $63K - $75.3K
1.4K $1.76M
MMI
Marcus & Millichap, Inc.

Real Estate
3.78K
+ 3.4%
$35.52 - $42.22 $134K - $159K
115K $4.39M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
5.15K
+ 5.6%
$34.46 - $38.29 $177K - $197K
97.1K $3.38M
WDI
Western Asset Diversified Income Fund

ETFs
3.26K
+ 8.92%
$14.2 - $15.71 $46.3K - $51.2K
39.8K $565K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
109
+ 0.89%
$10.01 - $10.82 $1.09K - $1.18K
12.4K $124K
LEGR
First Tr ETF Indxx Innovation

ETFs
136
+ 0.65%
$45.88 - $48.22 $6.24K - $6.56K
21.1K $980K
HKND
Humankind Benefit Corp Humanki

ETFs
85
+ 1.17%
$31.71 - $33.86 $2.7K - $2.88K
7.33K $232K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
163
+ 1.7%
$102.08 - $110.92 $16.6K - $18.1K
9.74K $998K
KIO
Kkr Income Opportunities Fund

Financial Services
3.16K
+ 8.69%
$13.03 - $15.04 $41.2K - $47.6K
39.5K $528K
TEF
Telefonica S A

Communication Services
6.06K
+ 15.91%
$4.02 - $4.88 $24.4K - $29.6K
44.2K $177K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
187
+ 2.41%
$55.73 - $61.23 $10.4K - $11.5K
7.94K $448K
CNA
Cna Financial Corp

Financial Services
13
+ 0.08%
$46.76 - $50.95 $608 - $662
16.4K $792K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
1.75K
+ 14.25%
$8.63 - $10.53 $15.1K - $18.4K
14K $121K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
928
+ 3.12%
$2.78 - $3.58 $2.58K - $3.32K
30.7K $85K
FLCH
Franklin Templeton ETF Tr

ETFs
587
+ 4.85%
$18.27 - $23.64 $10.7K - $13.9K
12.7K $233K
FILL
Ishares Inc Msci Global Energy

ETFs
1.4K
+ 6.61%
$22.16 - $26.33 $31.1K - $36.9K
22.6K $516K
LNN
Lindsay Corp

Industrials
38
+ 1.72%
$112.21 - $133.52 $4.26K - $5.07K
2.24K $265K
LXP
Lxp Industrial Trust

Real Estate
12.2K
+ 21.56%
$8.12 - $9.89 $99.3K - $121K
68.9K $559K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
415
+ 2.98%
$51.82 - $54.2 $21.5K - $22.5K
14.3K $742K
CXE
Mfs High Income Municipal Trust

Financial Services
1.29K
+ 2.77%
$3.63 - $3.99 $4.69K - $5.15K
48K $176K
WERN
Werner Enterprises Inc

Industrials
1.17K
+ 5.87%
$35.64 - $41.8 $41.6K - $48.7K
21K $755K
QDIV
Global X Funds S&P 500 Quality

ETFs
253
+ 2.17%
$34.38 - $37.18 $8.7K - $9.41K
11.9K $411K
GBF
Ishares Tr

ETFs
790
+ 3.89%
$101.93 - $106.84 $80.5K - $84.4K
21.1K $2.16M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.27K
+ 0.39%
$99.0 - $99.5 $126K - $127K
325K $32.3M
GUG
Guggenheim Active Allocation Fund

ETFs
1.83K
+ 7.48%
$14.87 - $16.49 $27.2K - $30.2K
26.3K $390K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
247
+ 4.66%
$74.93 - $97.17 $18.5K - $24K
5.55K $421K
XCEM
Columbia ETF Tr Ii

ETFs
1.79K
+ 8.18%
$29.6 - $32.67 $53.1K - $58.6K
23.7K $701K
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
31
+ 0.19%
$49.56 - $52.55 $1.54K - $1.63K
16.4K $814K
PFN
Pimco Income Strategy Fund Ii

Financial Services
6.27K
+ 1.72%
$7.33 - $7.72 $46K - $48.4K
371K $2.76M
EARN
Ellington Residential Mortgage Reit

Real Estate
851
+ 1.39%
$6.33 - $7.03 $5.39K - $5.98K
62.3K $412K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
161
+ 1.01%
$21.41 - $23.64 $3.45K - $3.81K
16.1K $353K
RGCO
Rgc Resources Inc

Utilities
410
+ 4.25%
$19.62 - $23.49 $8.04K - $9.63K
10K $201K
TPIF
Timothy Plan Intl ETF (De)

ETFs
90
+ 1.16%
$26.38 - $28.72 $2.37K - $2.58K
7.85K $208K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.13K
+ 1.76%
$47.98 - $49.47 $54.4K - $56K
65.4K $3.16M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
6.16K
+ 4.95%
$9.99 - $10.92 $61.5K - $67.3K
131K $1.33M
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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