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
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
7.09K
+ 3.93%
$5.98 - $6.61 $42.4K - $46.8K
187K $1.13M
HAIN
Hain Celestial Group Inc

Consumer Defensive
1.3K
+ 6.34%
$6.12 - $9.09 $7.97K - $11.8K
21.8K $134K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
163
+ 0.63%
$21.58 - $23.37 $3.52K - $3.81K
26K $561K
MTG
Mgic Investment Corp

Financial Services
3.72K
+ 5.26%
$23.32 - $26.4 $86.6K - $98.1K
74.3K $1.76M
THW
Tekla World Healthcare Fund

Financial Services
670
+ 2.93%
$10.96 - $13.33 $7.34K - $8.93K
23.5K $258K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
6.21K
+ 1.43%
$2.54 - $2.66 $15.8K - $16.5K
440K $1.12M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
36.1K
+ 6.89%
$16.73 - $19.67 $604K - $710K
560K $9.7M
DHY
Credit Suisse High Yield Bond Fund

Financial Services
10K
+ 1.95%
$2.14 - $2.24 $21.4K - $22.4K
525K $1.12M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
12.1K
+ 5.61%
$8.36 - $9.06 $101K - $109K
227K $1.91M
PDN
Invesco Fd Tr

ETFs
418
+ 2.46%
$31.62 - $34.97 $13.2K - $14.6K
17.4K $550K
KALU
Kaiser Aluminum Corp

Basic Materials
556
+ 1.37%
$67.31 - $86.2 $37.4K - $47.9K
41.1K $2.89M
ROAM
Hartford Multifactor Emerging

ETFs
74
+ 0.41%
$22.81 - $25.56 $1.69K - $1.89K
18.1K $413K
DNLI
Denali Therapeutics Inc.

Healthcare
9.64K
+ 34.47%
$20.24 - $31.58 $195K - $305K
37.6K $766K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
3.51K
+ 2.06%
$5.74 - $6.31 $20.1K - $22.1K
174K $1.01M
DWLD
Davis Fundamental ETF Tr

ETFs
810
+ 1.59%
$36.31 - $39.73 $29.4K - $32.2K
51.9K $1.88M
CSIQ
Canadian Solar Inc.

Technology
887
+ 7.96%
$10.76 - $17.47 $9.54K - $15.5K
12K $133K
AOM
Ishares Tr Core Moderate Alloc

ETFs
367
+ 0.88%
$43.44 - $45.05 $15.9K - $16.5K
41.9K $1.82M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
865
+ 3.26%
$32.68 - $36.28 $28.3K - $31.4K
27.4K $894K
MKSI
Mks Instruments Inc

Technology
3.27K
+ 3.56%
$98.56 - $117.93 $323K - $386K
95.3K $9.95M
FYLD
Cambria Foreign Shareholder Yi

ETFs
563
+ 2.12%
$24.86 - $27.99 $14K - $15.8K
27.1K $685K
MHO
M/I Homes, Inc.

Consumer Cyclical
155
+ 7.87%
$132.44 - $174.81 $20.5K - $27.1K
2.12K $282K
IRT
Independence Realty Trust, Inc.

Real Estate
5.22K
+ 2.11%
$18.78 - $22.01 $98.1K - $115K
252K $5M
LVHD
Franklin U.S. Low Volatility H

ETFs
303
+ 1.04%
$38.29 - $41.26 $11.6K - $12.5K
29.3K $1.13M
BFK
Blackrock Municipal Income Trust

Financial Services
2.24K
+ 1.98%
$9.79 - $10.72 $21.9K - $24K
115K $1.14M
EVN
Eaton Vance Municipal Income Trust

Financial Services
3.15K
+ 2.98%
$9.93 - $11.06 $31.2K - $34.8K
109K $1.1M
EMF
Templeton Emerging Markets Fund

Financial Services
3.3K
+ 5.3%
$11.95 - $14.1 $39.4K - $46.5K
65.6K $783K
MGM
Mgm Resorts International

Consumer Cyclical
49.2K
+ 12.37%
$33.44 - $41.99 $1.64M - $2.07M
447K $15.5M
UTL
Unitil Corp

Utilities
108
+ 1.02%
$53.77 - $60.69 $5.81K - $6.55K
10.7K $582K
FDD
First Trust Stoxx European Sel

ETFs
9.91K
+ 6.71%
$11.07 - $12.33 $110K - $122K
158K $1.77M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
715
+ 0.86%
$42.8 - $44.98 $30.6K - $32.2K
83.5K $3.65M
FRI
First Tr S&P Reit Index Fd

ETFs
1.52K
+ 3.18%
$26.74 - $30.19 $40.7K - $45.9K
49.4K $1.35M
RKT
Rocket Companies, Inc.

Financial Services
5.71K
+ 34.19%
$11.03 - $19.27 $63K - $110K
22.4K $252K
EASG
Dbx ETF Tr Xtrackers Msci Eafe

ETFs
90
+ 0.44%
$29.18 - $32.74 $2.63K - $2.95K
20.4K $598K
EMQQ
Emqq Emerging Markets Internet

ETFs
34
+ 0.22%
$34.48 - $41.58 $1.17K - $1.41K
15.5K $534K
DINO
Hf Sinclair Corp

Energy
23.9K
+ 24.89%
$33.69 - $47.67 $804K - $1.14M
120K $4.2M
LRMR
Larimar Therapeutics, Inc.

Healthcare
3.88K
+ 12.25%
$3.8 - $9.29 $14.7K - $36K
35.5K $135K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
12.4K
+ 1.89%
$18.41 - $18.97 $228K - $235K
667K $12.3M
HPP
Hudson Pacific Properties, Inc.

Real Estate
8.78K
+ 15.42%
$2.6 - $4.98 $22.8K - $43.7K
65.7K $198K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
1.18K
+ 3.65%
$28.76 - $32.28 $33.9K - $38K
33.4K $968K
PFFA
Etfis Ser Tr I

ETFs
741
+ 0.76%
$21.82 - $23.21 $16.2K - $17.2K
98.2K $2.15M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
5.14K
+ 1.31%
$21.34 - $21.82 $110K - $112K
397K $8.5M
WFG
West Fraser Timber Co., LTD

Basic Materials
1.97K
+ 8.7%
$84.65 - $101.14 $167K - $199K
24.6K $2.13M
RLY
Ssga Active ETF Tr

ETFs
69.3K
+ 6.12%
$26.85 - $29.18 $1.86M - $2.02M
1.2M $32.4M
PIE
Invesco Exchange Traded Fd Tr

ETFs
606
+ 0.95%
$19.22 - $20.71 $11.6K - $12.6K
64.1K $1.23M
PFG
Principal Financial Group Inc

Financial Services
3.43K
+ 8.5%
$74.91 - $91.26 $257K - $313K
43.7K $3.38M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
3.18K
+ 1.52%
$5.23 - $5.8 $16.6K - $18.4K
212K $1.13M
PMX
Pimco Municipal Income Fund Iii

Financial Services
4.1K
+ 3.08%
$7.23 - $8.52 $29.6K - $34.9K
137K $1.01M
FCFS
First Cash Holdings, Inc.

Financial Services
18.8K
+ 10.33%
$100.54 - $114.86 $1.89M - $2.16M
201K $20.8M
IX
Orix Corp

Financial Services
1.5K
+ 5.84%
$104.38 - $117.09 $156K - $175K
27.1K $2.88M
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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