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
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
61K
+ 7.9%
$30.93 - $33.94 $1.89M - $2.07M
833K $25.8M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
3.63K
+ 1.51%
$33.43 - $36.52 $121K - $132K
244K $8.22M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
24.5K
+ 5.39%
$21.0 - $23.52 $514K - $575K
479K $10.2M
LECO
Lincoln Electric Holdings Inc

Industrials
158
+ 0.12%
$187.47 - $219.94 $29.6K - $34.8K
131K $24.6M
NVEE
Nv5 Global, Inc.

Industrials
132K
+ 322.48%
$18.82 - $93.28 $2.49M - $12.3M
173K $3.26M
STBA
S&T Bancorp Inc

Financial Services
322
+ 0.2%
$37.59 - $44.12 $12.1K - $14.2K
158K $6.03M
IBB
Ishares Biotechnology ETF

ETFs
1.14K
+ 2.04%
$131.21 - $148.85 $149K - $169K
57K $7.53M
SCCO
Southern Copper Corp

Basic Materials
745
+ 2.74%
$91.13 - $117.95 $67.9K - $87.9K
27.9K $2.55M
POR
Portland General Electric CO

Utilities
29.8K
+ 6.7%
$43.52 - $48.99 $1.3M - $1.46M
475K $20.7M
MOD
Modine Manufacturing CO

Consumer Cyclical
1.85K
+ 3.78%
$109.77 - $143.22 $203K - $265K
50.8K $5.89M
ESNT
Essent Group Ltd.

Financial Services
17
+ 0.03%
$52.73 - $64.9 $896 - $1.1K
64.9K $3.53M
EPI
Wisdomtree Tr India Earnings F

ETFs
3.79K
+ 2.41%
$45.09 - $50.08 $171K - $190K
161K $7.3M
DSTL
ETF Ser Solution Distillate Us

ETFs
265
+ 0.07%
$54.74 - $58.88 $14.5K - $15.6K
370K $20.3M
STC
Stewart Information Services Corp

Financial Services
1.9K
+ 1.76%
$67.24 - $77.18 $128K - $147K
110K $7.42M
OGS
One Gas, Inc.

Utilities
1.74K
+ 1.15%
$66.96 - $78.69 $117K - $137K
153K $10.6M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
144K
+ 4.56%
$39.3 - $41.34 $5.65M - $5.95M
3.29M $130M
ADC
Agree Realty Corp

Real Estate
10.4K
+ 3.59%
$69.44 - $77.65 $725K - $811K
302K $21.3M
MEG
Montrose Environmental Group, Inc.

Industrials
1.11K
+ 1.23%
$15.62 - $27.65 $17.3K - $30.6K
90.9K $1.69M
AGOX
Starboard Invt Tr

ETFs
8.25K
+ 1.54%
$27.16 - $30.0 $224K - $247K
542K $14.7M
KB
Kb Financial Group Inc.

Financial Services
1.95K
+ 1.16%
$56.9 - $72.19 $111K - $141K
170K $9.66M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
26.6K
+ 14.28%
$26.39 - $35.74 $701K - $949K
213K $5.7M
PBA
Pembina Pipeline Corp

Energy
15K
+ 5.1%
$35.89 - $43.35 $538K - $650K
309K $11.4M
IYH
Ishares Tr

ETFs
1.85K
+ 1.52%
$57.53 - $65.24 $106K - $121K
124K $7.22M
FNDB
Schwab Fundamental U S Broad M

ETFs
118K
+ 160.2%
$23.07 - $70.32 $2.72M - $8.29M
191K $4.45M
GQRE
Flexshares Tr Global Quality R

ETFs
1.12K
+ 0.74%
$56.58 - $62.37 $63.3K - $69.8K
153K $8.73M
SJNK
Spdr Bloomberg Short Term High

ETFs
24.3K
+ 0.89%
$25.09 - $25.69 $610K - $624K
2.75M $69.4M
FEM
First Trust Emerging Markets A

ETFs
12.5K
+ 2.34%
$22.03 - $24.21 $275K - $302K
546K $12M
FEP
First Trust Europe Alphadex Fu

ETFs
4.87K
+ 1.61%
$35.46 - $38.46 $173K - $187K
308K $11M
PII
Polaris Inc.

Consumer Cyclical
3.21K
+ 8.4%
$56.74 - $83.06 $182K - $267K
41.4K $2.39M
IQDF
Flexshares International Quali

ETFs
27.6K
+ 5.77%
$23.12 - $26.48 $639K - $731K
507K $11.8M
DVY
Ishares Tr

ETFs
38.4K
+ 2.48%
$129.55 - $143.41 $4.98M - $5.51M
1.59M $208M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
6.78K
+ 5.42%
$32.82 - $45.55 $222K - $309K
132K $4.41M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
29.7K
+ 2.64%
$26.08 - $27.65 $776K - $822K
1.16M $30.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
11.9K
+ 1.57%
$49.87 - $52.46 $595K - $626K
772K $38.6M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.29K
+ 1.05%
$63.27 - $70.31 $81.8K - $90.9K
124K $7.87M
PSN
Parsons Corp

Industrials
8.24K
+ 5.79%
$92.25 - $113.31 $760K - $933K
151K $13.9M
MTRN
Materion Corp

Basic Materials
871
+ 1.18%
$97.0 - $120.21 $84.5K - $105K
74.5K $7.37M
CMC
Commercial Metals CO

Basic Materials
19.4K
+ 5.63%
$49.22 - $63.32 $953K - $1.23M
363K $18M
OC
Owens Corning

Industrials
1.65K
+ 0.86%
$169.41 - $210.81 $279K - $347K
194K $33M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
19.1K
+ 4.34%
$33.67 - $37.35 $642K - $712K
459K $15.5M
IBM
International Business Machines Corp

Technology
3.57K
+ 0.26%
$204.9 - $238.04 $732K - $851K
1.36M $299M
DFIS
Dimensional ETF Tr Dimensional

ETFs
105K
+ 6.81%
$24.25 - $26.7 $2.55M - $2.81M
1.65M $40.5M
UTZ
Utz Brands, Inc.

Consumer Defensive
23.8K
+ 3.7%
$15.46 - $18.02 $368K - $428K
667K $10.4M
DGS
Wisdomtree Emerging Markets Sm

ETFs
17.5K
+ 4.66%
$48.87 - $53.53 $856K - $937K
393K $19.2M
GUNR
Flexshares Tr Morningstar Glob

ETFs
21.1K
+ 6.02%
$36.15 - $41.9 $763K - $885K
372K $13.5M
VIV
Telefonica Brasil S.A.

Communication Services
7.54K
+ 1.99%
$7.5 - $10.25 $56.6K - $77.3K
386K $2.91M
FR
First Industrial Realty Trust Inc

Real Estate
7.48K
+ 3.21%
$49.6 - $55.9 $371K - $418K
241K $12.1M
NSP
Insperity, Inc.

Industrials
12.7K
+ 6.74%
$72.51 - $88.91 $923K - $1.13M
201K $15.6M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
9.68K
+ 1.97%
$32.75 - $35.81 $317K - $346K
500K $16.5M
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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