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
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
164
+ 0.5%
$27.75 - $30.71 $4.55K - $5.04K
32.7K $906K
PHK
Pimco High Income Fund

Financial Services
2.26K
+ 0.29%
$4.85 - $5.16 $11K - $11.7K
779K $3.79M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
6.73K
+ 4.54%
$29.02 - $32.11 $195K - $216K
155K $4.5M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
55.3K
+ 5.7%
$38.96 - $43.28 $2.15M - $2.39M
1.02M $40.4M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
804
+ 3.76%
$41.59 - $49.7 $33.4K - $40K
22.2K $943K
AVRE
American Centy ETF Tr Avantis
14.6K
+ 10.45%
$41.03 - $46.91 $597K - $683K
154K $6.45M
SDG
Ishares Trust Ishares Msci Glo

ETFs
222
+ 2.18%
$71.56 - $85.77 $15.9K - $19K
10.4K $743K
GEL
Genesis Energy LP

Energy
2.72K
+ 5.97%
$9.92 - $13.67 $27K - $37.1K
48.2K $487K
NMRK
Newmark Group, Inc.

Real Estate
465
+ 0.98%
$12.79 - $15.98 $5.95K - $7.43K
47.7K $611K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
122
+ 0.03%
$94.66 - $102.14 $11.5K - $12.5K
357K $34M
EBND
Spdr Bloomberg Emerging Market

ETFs
34.8K
+ 7.5%
$19.53 - $21.1 $679K - $734K
498K $9.73M
ARMK
Aramark

Industrials
12.6K
+ 2.99%
$37.25 - $42.22 $467K - $530K
433K $16.1M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
55.3K
+ 2.47%
$25.3 - $26.31 $1.4M - $1.45M
2.29M $58.6M
BVS
Bioventus Inc.

Healthcare
214
+ 0.23%
$10.5 - $13.71 $2.25K - $2.93K
91.7K $962K
VECO
Veeco Instruments Inc

Technology
7.92K
+ 14.47%
$25.99 - $33.75 $206K - $267K
62.6K $1.68M
DISV
Dimensional ETF Tr Dimensional

ETFs
31.2K
+ 8.06%
$26.18 - $28.77 $816K - $897K
418K $11.1M
SMIN
Ishares Msci India Small Cap I

ETFs
1.3K
+ 5.25%
$75.68 - $86.0 $98.2K - $112K
26K $1.99M
PDFS
Pdf Solutions Inc

Technology
2.02K
+ 4.83%
$27.08 - $33.26 $54.6K - $67K
43.8K $1.19M
AGCO
Agco Corp

Industrials
2.77K
+ 3.11%
$89.46 - $101.89 $247K - $282K
91.7K $8.57M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
3.19K
+ 2.62%
$11.82 - $13.73 $37.8K - $43.9K
125K $1.5M
DURA
Vaneck Morningstar Durable Div

ETFs
2.32K
+ 2.3%
$32.44 - $35.09 $75.1K - $81.3K
103K $3.36M
DBB
Invesco Db Base Metals Fund

ETFs
417
+ 0.52%
$18.85 - $21.42 $7.86K - $8.93K
80.6K $1.52M
MEC
Mayville Engineering Company, Inc.

Industrials
288
+ 1.01%
$15.66 - $21.81 $4.51K - $6.28K
28.8K $452K
JHX
James Hardie Industries PLC

Basic Materials
17.1K
+ 23.19%
$30.81 - $38.63 $526K - $660K
90.7K $2.8M
TX
Ternium S.A.

Basic Materials
2.46K
+ 8.31%
$28.78 - $37.56 $70.9K - $92.5K
32.1K $932K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
6.28K
+ 4.32%
$26.16 - $29.13 $164K - $183K
152K $3.98M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
6.62K
+ 3.37%
$37.83 - $40.57 $250K - $268K
203K $7.69M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
1.28K
+ 4.11%
$11.35 - $18.82 $14.5K - $24.1K
32.4K $407K
VSH
Vishay Intertechnology Inc

Technology
1.77K
+ 1.71%
$15.17 - $19.41 $26.8K - $34.3K
105K $1.78M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
15K
+ 2.79%
$19.11 - $20.04 $287K - $301K
554K $10.6M
NWE
Northwestern Corp

Utilities
5.65K
+ 4.43%
$50.44 - $57.24 $285K - $323K
133K $7.12M
MGY
Magnolia Oil & Gas Corp

Energy
10.3K
+ 2.61%
$22.89 - $28.79 $236K - $297K
407K $9.51M
OFLX
Omega Flex, Inc.

Industrials
911
+ 3.33%
$40.99 - $56.53 $37.3K - $51.5K
28.3K $1.19M
NYF
Ishares New York Muni Bond ETF

ETFs
328
+ 0.18%
$52.85 - $54.34 $17.3K - $17.8K
180K $9.6M
TLTE
Flexshares Tr Morningstar Emer

ETFs
21.4K
+ 10.31%
$50.95 - $58.58 $1.09M - $1.25M
229K $11.7M
BYRE
Principal ETF Principal Real E

ETFs
12.8K
+ 6.12%
$24.12 - $26.73 $309K - $343K
222K $5.46M
EPR
Epr Properties

Real Estate
233
+ 0.56%
$43.17 - $49.39 $10.1K - $11.5K
42.1K $1.86M
FID
First Tr Exchange Trded Fd Vi

ETFs
5.99K
+ 2.65%
$16.06 - $17.64 $96.2K - $106K
232K $3.78M
IMO
Imperial Oil LTD

Energy
5.18K
+ 8.93%
$61.13 - $79.21 $317K - $410K
63.2K $3.89M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.3K
+ 1.75%
$30.42 - $36.45 $39.5K - $47.4K
75.6K $2.4M
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
2.71K
+ 4.54%
$18.17 - $23.45 $49.2K - $63.5K
62.4K $1.15M
SGRY
Surgery Partners, Inc.

Healthcare
4.95K
+ 17.85%
$19.61 - $33.03 $97.1K - $164K
32.7K $692K
NYT
New York Times CO

Communication Services
6.5K
+ 4.33%
$52.01 - $56.83 $338K - $369K
157K $8.15M
FCN
Fti Consulting, Inc

Industrials
10.7K
+ 17.23%
$190.39 - $231.2 $2.04M - $2.48M
73K $13.9M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
60.1K
+ 48.15%
$22.84 - $36.05 $1.37M - $2.17M
185K $4.31M
UHAL
Amerco

Industrials
8.63K
+ 8.92%
$67.46 - $78.4 $582K - $676K
105K $7.28M
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
1.85K
+ 0.53%
$18.2 - $19.3 $33.7K - $35.7K
352K $6.41M
TEX
Terex Corp

Industrials
237
+ 0.65%
$45.07 - $58.61 $10.7K - $13.9K
36.7K $1.69M
EWG
Ishares Msci Germany ETF

ETFs
9.03K
+ 3.5%
$31.27 - $33.44 $282K - $302K
267K $8.49M
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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