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
HLLY
Holley Inc.

Consumer Cyclical
29.4K
+ 10.61%
$2.4 - $3.18 $70.5K - $93.4K
306K $786K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
1.25K
+ 5.9%
$12.16 - $17.58 $15.2K - $22K
22.4K $272K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.14K
+ 6.48%
$101.13 - $119.79 $115K - $136K
18.7K $1.93M
CNDT
Conduent Inc

Technology
3.04K
+ 6.83%
$2.7 - $4.42 $8.2K - $13.4K
47.5K $128K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
772
+ 5.47%
$33.65 - $43.06 $26K - $33.2K
14.9K $501K
PWP
Perella Weinberg Partners

Financial Services
4.51K
+ 18.06%
$18.4 - $26.41 $82.9K - $119K
29.5K $542K
UIS
Unisys Corp

Technology
1K
+ 3.11%
$3.9 - $7.15 $3.91K - $7.17K
33.3K $152K
EWTX
Edgewise Therapeutics, Inc.

Healthcare
721
+ 4.91%
$22.0 - $30.03 $15.9K - $21.7K
15.4K $338K
CRTO
Criteo S.A.

Communication Services
9.38K
+ 10.08%
$34.81 - $45.89 $327K - $431K
102K $3.63M
POWL
Powell Industries Inc

Industrials
15.8K
+ 29.53%
$155.56 - $311.38 $2.45M - $4.91M
69.2K $11.8M
JOBY
Joby Aviation, Inc.

Industrials
1.63K
+ 5.12%
$5.99 - $10.27 $9.76K - $16.7K
33.4K $201K
UMH
Umh Properties, Inc.

Real Estate
1.05K
+ 0.24%
$17.49 - $19.0 $18.3K - $19.9K
434K $8.12M
MLAB
Mesa Laboratories Inc

Technology
1.46K
+ 8.31%
$118.66 - $154.76 $174K - $226K
19.1K $2.26M
STBA
S&T Bancorp Inc

Financial Services
3.39K
+ 2.15%
$35.43 - $41.22 $120K - $140K
161K $5.97M
EXP
Eagle Materials Inc

Basic Materials
9.05K
+ 10.86%
$207.49 - $262.13 $1.88M - $2.37M
92.3K $20.5M
CATY
Cathay General Bancorp

Financial Services
1.93K
+ 6.1%
$42.27 - $48.78 $81.4K - $94K
33.5K $1.44M
CIVI
Civitas Resources, Inc.

Energy
587
+ 7.84%
$32.05 - $54.79 $18.8K - $32.2K
8.07K $281K
CDNA
Care Dx, Inc.

Healthcare
290
+ 1.54%
$17.64 - $25.07 $5.12K - $7.27K
19.1K $339K
QPFF
American Centy ETF Tr Quality
6.58K
+ 1.31%
$35.38 - $36.78 $233K - $242K
510K $18M
PACB
Pacific Biosciences Of California, Inc.

Healthcare
23.4K
+ 16.67%
$1.14 - $2.1 $26.6K - $49.1K
163K $192K
HWC
Hancock Whitney Corp

Financial Services
1.36K
+ 2.26%
$49.61 - $61.03 $67.5K - $83K
61.5K $3.23M
HI
Hillenbrand, Inc.

Industrials
194
+ 1.85%
$24.14 - $35.33 $4.68K - $6.85K
10.7K $258K
ZETA
Zeta Global Holdings Corp.

Technology
1.62K
+ 7.94%
$13.56 - $24.69 $21.9K - $39.9K
22K $298K
ITB
Ishares Tr

ETFs
1.64K
+ 5.88%
$93.86 - $111.45 $154K - $183K
29.5K $2.81M
EARN
Ellington Residential Mortgage Reit

Real Estate
433
+ 0.7%
$5.41 - $6.82 $2.34K - $2.95K
62.7K $339K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
1.79K
+ 2.69%
$30.75 - $33.98 $55K - $60.8K
68.2K $2.12M
AMCX
Amc Networks Inc.

Communication Services
15.4K
+ 25.34%
$6.78 - $10.41 $104K - $160K
76.1K $523K
VFC
V F Corp

Consumer Cyclical
4.28K
+ 17.59%
$15.52 - $26.93 $66.5K - $115K
28.6K $444K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
2.32K
+ 1.25%
$20.96 - $26.08 $48.6K - $60.5K
187K $4.23M
CRDL
Cardiol Therapeutics Inc.

Healthcare
19.5K
+ 6.29%
$0.96 - $1.46 $18.7K - $28.4K
329K $319K
CMP
Compass Minerals International Inc

Basic Materials
1.54K
+ 3.22%
$9.29 - $14.21 $14.3K - $21.8K
49.2K $456K
DAKT
Daktronics Inc

Technology
7.64K
+ 20.55%
$11.95 - $17.59 $91.3K - $134K
44.8K $546K
IESC
Ies Holdings, Inc.

Industrials
35
+ 1.43%
$162.26 - $316.26 $5.68K - $11.1K
2.49K $410K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
265
+ 0.39%
$19.17 - $21.07 $5.08K - $5.58K
68.2K $1.32M
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
843
+ 2.75%
$38.78 - $44.63 $32.7K - $37.6K
31.5K $1.23M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
8.26K
+ 12.6%
$91.44 - $106.54 $755K - $880K
73.8K $6.75M
CUZ
Cousins Properties Inc

Real Estate
4.29K
+ 2.23%
$28.06 - $31.21 $120K - $134K
197K $5.81M
ICUI
Icu Medical Inc

Healthcare
1.53K
+ 8.19%
$130.05 - $172.3 $199K - $264K
20.3K $2.81M
IONQ
Ion Q, Inc.

Technology
3.25K
+ 38.52%
$18.27 - $51.07 $59.4K - $166K
11.7K $258K
WERN
Werner Enterprises Inc

Industrials
1.51K
+ 7.18%
$29.25 - $38.23 $44.1K - $57.7K
22.5K $660K
CAG
Conagra Brands Inc.

Consumer Defensive
32.5K
+ 3.64%
$23.9 - $27.67 $776K - $899K
924K $24.6M
MHH
Mastech Digital, Inc.

Industrials
54.8K
+ 38.98%
$9.18 - $15.41 $503K - $844K
195K $1.99M
UE
Urban Edge Properties

Real Estate
429
+ 0.96%
$18.34 - $21.61 $7.87K - $9.27K
45.2K $858K
FL
Foot Locker, Inc.

Consumer Cyclical
3.09K
+ 15.92%
$14.1 - $21.67 $43.6K - $67K
22.5K $317K
WVE
Wave Life Sciences Ltd.

Healthcare
3.86K
+ 11.94%
$8.08 - $13.51 $31.2K - $52.2K
36.2K $292K
BNOV
Innovator U.S. Equity Buffer E

ETFs
2.16K
+ 1.22%
$37.74 - $40.44 $81.5K - $87.4K
179K $6.85M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
10K
+ 13.68%
$11.76 - $15.2 $118K - $152K
83.3K $979K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
34.7K
+ 6.2%
$7.72 - $9.45 $268K - $328K
593K $4.75M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
443
+ 7.98%
$64.24 - $90.95 $28.5K - $40.3K
5.99K $384K
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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