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
BDN
Brandywine Realty Trust

Real Estate
39.9K
+ 23.36%
$4.44 - $5.66 $177K - $226K
211K $939K
CHCT
Community Healthcare Trust Inc

Real Estate
62
+ 0.35%
$17.91 - $20.4 $1.11K - $1.26K
18K $326K
FDG
American Centy ETF Tr Focused

ETFs
73.3K
+ 14.27%
$89.22 - $109.96 $6.54M - $8.06M
587K $53.3M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
36.8K
+ 29.08%
$23.34 - $30.17 $859K - $1.11M
163K $3.81M
APLD
Applied Blockchain, Inc.

Financial Services
169
+ 1.55%
$5.62 - $10.65 $950 - $1.8K
11K $62K
LDI
Loan Depot, Inc.

Financial Services
14K
+ 33.16%
$1.19 - $1.95 $16.7K - $27.4K
56.4K $67K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
1.31K
+ 10.33%
$9.27 - $13.2 $12.1K - $17.2K
13.9K $129K
WOLF
Wolfspeed, Inc.

Technology
7.99K
+ 63.4%
$2.59 - $7.48 $20.7K - $59.8K
20.6K $63K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
17.1K
+ 5.17%
$16.48 - $19.07 $281K - $325K
347K $5.76M
LZB
La Z Boy Inc

Consumer Cyclical
1.06K
+ 7.61%
$38.0 - $48.02 $40.2K - $50.8K
14.9K $584K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
406
+ 1.32%
$10.61 - $16.49 $4.31K - $6.69K
31.3K $389K
ABR
Arbor Realty Trust Inc

Real Estate
42
+ 0.38%
$11.68 - $13.98 $491 - $587
11K $129K
CYRX
Cryoport, Inc.

Industrials
5.78K
+ 17.41%
$4.7 - $8.82 $27.2K - $51K
39K $236K
TCBI
Texas Capital Bancshares Inc

Financial Services
207
+ 1.95%
$70.86 - $83.85 $14.7K - $17.4K
10.8K $809K
RFV
Invesco Exchange Traded Fd Tr

ETFs
691
+ 4.8%
$111.51 - $128.61 $77.1K - $88.9K
15.1K $1.72M
DENN
Denny'S Corp

Consumer Cyclical
322K
+ 63.52%
$3.67 - $7.04 $1.18M - $2.27M
829K $3.04M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
3.9K
+ 8.18%
$7.39 - $9.09 $28.8K - $35.4K
51.5K $383K
KIO
Kkr Income Opportunities Fund

Financial Services
1.19K
+ 3.02%
$12.16 - $13.6 $14.5K - $16.2K
40.7K $500K
ISMD
Northern Lts Fd Tr Iv

ETFs
582
+ 4.17%
$33.87 - $38.9 $19.7K - $22.6K
14.5K $496K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
358
+ 0.74%
$44.65 - $46.38 $16K - $16.6K
49K $2.19M
KN
Knowles Corp

Technology
8.18K
+ 25.2%
$15.2 - $20.58 $124K - $168K
40.6K $617K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
104
+ 3.56%
$73.28 - $92.15 $7.62K - $9.58K
3.02K $223K
TECL
Direxion Daily Technology Bull

ETFs
2.78K
+ 46.14%
$58.43 - $100.39 $162K - $279K
8.81K $515K
GHM
Graham Corp

Industrials
3.91K
+ 45.29%
$28.82 - $49.72 $113K - $194K
12.5K $361K
PIE
Invesco Exchange Traded Fd Tr

ETFs
2.02K
+ 3.15%
$18.18 - $19.42 $36.7K - $39.2K
66.2K $1.2M
CCAP
Crescent Capital Bdc, Inc.

Financial Services
437
+ 2.43%
$16.82 - $20.0 $7.35K - $8.74K
18.4K $314K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
582
+ 1.05%
$45.03 - $48.14 $26.2K - $28K
56.1K $2.59M
KBE
Spdr S&P Bank ETF

ETFs
504
+ 2.19%
$51.28 - $59.92 $25.8K - $30.2K
23.5K $1.24M
FTQI
First Trust ETF Vi First Trust

ETFs
7.81K
+ 8.58%
$18.72 - $21.32 $146K - $167K
98.9K $1.86M
BFH
Bread Financial Holdings, Inc.

Financial Services
1.41K
+ 15.01%
$46.51 - $65.07 $65.7K - $91.9K
10.8K $541K
ERO
Ero Copper Corp.

Basic Materials
2.96K
+ 5.67%
$11.39 - $14.5 $33.7K - $42.9K
55.1K $667K
TQQQ
Proshares Ultrapro Qqq

ETFs
1.24K
+ 25.13%
$57.3 - $90.39 $71.1K - $112K
6.18K $353K
SEMR
Se Mrush Holdings, Inc.

Technology
10K
+ 19.53%
$9.27 - $18.37 $92.7K - $184K
61.2K $571K
APG
A Pi Group Corp

Industrials
1.85K
+ 0.37%
$35.67 - $40.88 $65.8K - $75.4K
496K $17.7M
DLX
Deluxe Corp

Communication Services
2.17K
+ 20.42%
$15.43 - $23.42 $33.5K - $50.8K
12.8K $202K
HAIN
Hain Celestial Group Inc

Consumer Defensive
1.3K
+ 5.94%
$3.58 - $6.19 $4.65K - $8.03K
23.1K $96K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
347
+ 1.38%
$36.14 - $40.81 $12.5K - $14.2K
25.5K $945K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
1.09K
+ 8.18%
$25.34 - $32.88 $27.7K - $35.9K
14.4K $395K
CLOU
Global X Fds Cloud Computing E

ETFs
1.95K
+ 7.2%
$20.99 - $26.34 $41K - $51.5K
29.1K $610K
MBWM
Mercantile Bank Corp

Financial Services
446
+ 0.78%
$41.69 - $51.79 $18.6K - $23.1K
57.6K $2.5M
AIT
Applied Industrial Technologies Inc

Industrials
2.97K
+ 5.9%
$218.93 - $269.18 $650K - $799K
53.2K $12M
SPFF
Global X Superincome Preferred

ETFs
862
+ 0.51%
$8.97 - $9.5 $7.73K - $8.19K
170K $1.52M
SLF
Sun Life Financial Inc

Financial Services
52
+ 0.24%
$54.05 - $59.19 $2.81K - $3.08K
21.9K $1.25M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
5.28K
+ 6.39%
$37.73 - $43.15 $199K - $228K
88K $3.4M
FSTR
Foster L B CO

Industrials
1.07K
+ 11.52%
$19.68 - $28.56 $21K - $30.5K
10.3K $203K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
11.5K
+ 14.58%
$17.68 - $23.34 $204K - $269K
90.6K $1.6M
LUMN
Lumen Technologies, Inc.

Communication Services
414
+ 1.19%
$3.92 - $5.92 $1.62K - $2.45K
35.1K $137K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
9.66K
+ 26.26%
$3.77 - $6.08 $36.4K - $58.7K
46.4K $177K
LITE
Lumentum Holdings Inc.

Technology
2.73K
+ 27.0%
$57.41 - $100.38 $157K - $274K
12.8K $800K
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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