Envestnet Asset Management Inc Purchases in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGT
International Game Technology PLC

Consumer Cyclical
1.14K
+ 7.53%
$16.24 - $18.35 $18.4K - $20.8K
16.2K $263K
OSUR
Orasure Technologies Inc

Healthcare
991
+ 4.15%
$3.06 - $4.11 $3.03K - $4.07K
24.9K $83K
EGY
Vaalco Energy Inc

Energy
776
+ 7.44%
$3.71 - $4.74 $2.88K - $3.68K
11.2K $42K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
713
+ 4.45%
$12.7 - $13.72 $9.06K - $9.78K
16.7K $216K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
946
+ 9.1%
$2.21 - $4.48 $2.09K - $4.24K
11.3K $42K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
2.72K
+ 0.52%
$2.1 - $2.18 $5.71K - $5.93K
527K $1.12M
DNN
Denison Mines Corp.

Energy
9.62K
+ 28.61%
$1.3 - $2.1 $12.5K - $20.2K
43.3K $56K
FIBK
First Interstate Bancsystem Inc

Financial Services
5.7K
+ 13.06%
$27.77 - $33.5 $158K - $191K
49.4K $1.41M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
68
+ 0.56%
$27.88 - $29.48 $1.9K - $2K
12.2K $343K
ABCL
Ab Cellera Biologics Inc.

Healthcare
3.53K
+ 19.17%
$2.2 - $3.53 $7.77K - $12.5K
22K $48K
CLAR
Clarus Corp

Consumer Cyclical
2K
+ 12.58%
$3.75 - $5.0 $7.48K - $9.98K
17.9K $66K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
133
+ 1.37%
$97.76 - $107.35 $13K - $14.3K
9.88K $993K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1.27K
+ 13.21%
$19.0 - $24.32 $24K - $30.8K
10.8K $205K
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
276
+ 6.45%
$91.6 - $105.6 $25.3K - $29.1K
4.56K $425K
CSAN
Cosan S.A.

Energy
87
+ 0.31%
$4.71 - $5.84 $410 - $508
27.9K $145K
PWB
Invesco Exchange Traded Fd Tr

ETFs
5.88K
+ 5.87%
$94.5 - $110.71 $555K - $651K
106K $10.2M
TPG
Tpg Inc.

Financial Services
1.66K
+ 30.11%
$46.15 - $69.77 $76.6K - $116K
7.17K $340K
ABSI
Absci Corp

Healthcare
621
+ 0.78%
$2.51 - $5.82 $1.56K - $3.61K
80.2K $201K
ARLO
Arlo Technologies, Inc.

Industrials
5.93K
+ 11.92%
$9.87 - $14.38 $58.5K - $85.2K
55.6K $549K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
1.12K
+ 1.75%
$28.69 - $31.94 $32.2K - $35.8K
65.1K $1.91M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
1.7K
+ 7.89%
$17.74 - $21.48 $30.1K - $36.5K
23.2K $411K
AORT
Artivion, Inc.

Healthcare
1.41K
+ 14.13%
$23.19 - $31.7 $32.7K - $44.7K
11.4K $279K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
65
+ 1.1%
$46.77 - $52.97 $3.04K - $3.44K
5.99K $281K
ISCB
International Speedway Corp

ETFs
188
+ 4.77%
$53.73 - $61.7 $10.1K - $11.6K
4.13K $223K
LEVI
Levi Strauss & CO

Consumer Cyclical
674
+ 6.08%
$15.59 - $19.22 $10.5K - $13K
11.8K $183K
BANC
Banc Of California, Inc.

Financial Services
1.07K
+ 5.6%
$12.94 - $16.52 $13.8K - $17.6K
20.1K $285K
ILDR
First Tr Exchange Traded Fd Vi
1.6K
+ 7.51%
$23.32 - $28.0 $37.4K - $44.9K
23K $535K
KJUL
Innovator U.S. Small Cap Power

Technology
504
+ 3.11%
$27.83 - $30.18 $14K - $15.2K
16.7K $467K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
15.5K
+ 137.12%
$1.41 - $4.58 $21.8K - $70.8K
26.7K $39K
JNPR
Juniper Networks Inc

Technology
293
+ 1.76%
$34.38 - $39.03 $10.1K - $11.4K
16.9K $612K
PLUG
Plug Power Inc

Industrials
293
+ 2.26%
$1.34 - $3.15 $393 - $923
13.3K $17K
SNAP
Snap Inc

Communication Services
3.5K
+ 17.76%
$8.37 - $12.57 $29.3K - $44K
23.2K $202K
YELP
Yelp Inc

Communication Services
88
+ 1.13%
$33.6 - $41.25 $2.96K - $3.63K
7.9K $292K
VSLU
ETF Opportunities Tr Applied F
5.1K
+ 4.2%
$34.73 - $38.17 $177K - $195K
126K $4.42M
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
6
+ 0.07%
$34.83 - $38.02 $209 - $228
8.34K $293K
OLO
Olo Inc.

Technology
1.01K
+ 9.71%
$5.98 - $8.12 $6.02K - $8.18K
11.4K $68K
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
77
+ 0.61%
$0.67 - $1.81 $51.6 - $139
12.7K $8K
SVAL
Ishares Tr Us Small Cap Value

ETFs
1.62K
+ 6.6%
$29.28 - $33.43 $47.4K - $54.1K
26.1K $784K
NTGR
Netgear, Inc.

Technology
1.33K
+ 10.19%
$22.11 - $30.91 $29.4K - $41.1K
14.4K $351K
SAFT
Safety Insurance Group Inc

Financial Services
20
+ 0.51%
$75.27 - $82.53 $1.51K - $1.65K
3.92K $309K
VLT
Invesco High Income Trust Ii

Financial Services
1.28K
+ 1.76%
$10.59 - $11.15 $13.5K - $14.2K
73.6K $779K
PLTK
Playtika Holding Corp.

Communication Services
5.59K
+ 23.23%
$4.01 - $7.45 $22.4K - $41.6K
29.7K $153K
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
494
+ 2.44%
$33.83 - $37.29 $16.7K - $18.4K
20.7K $711K
AVPT
Ave Point, Inc.

Technology
376
+ 3.68%
$13.5 - $19.8 $5.08K - $7.44K
10.6K $153K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
3.53K
+ 9.88%
$0.6 - $1.22 $2.12K - $4.3K
39.2K $23K
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
290
+ 0.96%
$22.05 - $23.0 $6.39K - $6.67K
30.6K $676K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
6.58K
+ 1.85%
$91.45 - $100.11 $602K - $659K
363K $34M
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
4.25K
+ 17.63%
$7.95 - $11.79 $33.8K - $50.1K
28.4K $225K
PRME
Prime Medicine, Inc.
1.96K
+ 9.08%
$1.72 - $3.35 $3.37K - $6.56K
23.5K $46K
Activity Summary
Buys All Purchases 2615 New Holdings 221 Increased Positions 2394 Sells All Sells 1701 Reductions 1701 Sold out 0 Options Calls 0 Puts 0
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