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
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
283K
+ 27.3%
$46.69 - $49.2 $13.2M - $13.9M
1.32M $61.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
164K
+ 14.63%
$80.93 - $85.66 $13.3M - $14.1M
1.29M $104M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
314K
+ 6.99%
$9.95 - $12.23 $3.12M - $3.84M
4.81M $56.4M
DUK
Duke Energy Corp

Utilities
250K
+ 11.62%
$105.76 - $120.76 $26.4M - $30.2M
2.4M $259M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
335K
New
$28.23 - $35.28 $9.46M - $11.8M
335K $10.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
497K
+ 28.52%
$23.29 - $23.93 $11.6M - $11.9M
2.24M $52.5M
RMD
Resmed Inc

Healthcare
50.8K
+ 68.84%
$228.69 - $256.07 $11.6M - $13M
125K $28.5M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.36M
+ 158.41%
$24.19 - $50.58 $33M - $68.9M
2.22M $54M
ADSK
Autodesk, Inc.

Technology
42.4K
+ 6.69%
N/A
676K $166M
MSFT
Microsoft Corp

Technology
234K
+ 2.32%
$406.35 - $454.46 $94.9M - $106M
10.3M $4.35B
DRI
Darden Restaurants Inc

Consumer Cyclical
13.1K
+ 3.78%
$155.96 - $188.66 $2.04M - $2.47M
359K $67M
LPX
Louisiana Pacific Corp

Industrials
99.2K
+ 217.42%
$98.02 - $120.27 $9.72M - $11.9M
145K $15M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
743K
+ 37.73%
$10.4 - $12.75 $7.73M - $9.47M
2.71M $31.8M
CGCP
Capital Group Core Plus Income

ETFs
606K
+ 15.6%
$22.13 - $23.17 $13.4M - $14M
4.49M $99.7M
KORP
American Centy ETF Tr Diversif

ETFs
265K
+ 26.93%
$45.76 - $48.27 $12.1M - $12.8M
1.25M $57.4M
VT
Vanguard Total World Stk Index

ETFs
95.7K
+ 14.01%
$117.09 - $123.07 $11.2M - $11.8M
779K $91.5M
CRAI
Cra International, Inc.

Industrials
48.8K
+ 98.14%
$168.27 - $206.55 $8.22M - $10.1M
98.6K $18.5M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
403K
+ 9.61%
$46.33 - $48.6 $18.7M - $19.6M
4.59M $213M
WST
West Pharmaceutical Services Inc

Healthcare
3.89K
+ 1.27%
$285.69 - $344.0 $1.11M - $1.34M
309K $101M
CIEN
Ciena Corp

Technology
19.1K
+ 5.55%
$61.45 - $91.14 $1.17M - $1.74M
363K $30.7M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
333K
+ 18.39%
$40.33 - $42.34 $13.4M - $14.1M
2.15M $86.5M
CYBR
Cyber Ark Software Ltd.

Technology
11.8K
+ 8.88%
$274.1 - $333.15 $3.25M - $3.94M
145K $48.4M
ENB
Enbridge Inc

Energy
61K
+ 1.64%
$40.4 - $43.92 $2.46M - $2.68M
3.79M $161M
LDOS
Leidos Holdings, Inc.

Technology
88.9K
+ 49.1%
$143.17 - $201.39 $12.7M - $17.9M
270K $38.9M
ARGX
Argenx Se

Healthcare
7.15K
+ 10.53%
$520.52 - $638.33 $3.72M - $4.56M
75K $46.1M
IWN
Ishares Russell2000 Val ETF

ETFs
88.4K
+ 4.48%
$162.69 - $181.35 $14.4M - $16M
2.06M $339M
MBB
Ishares Tr

ETFs
1.34M
+ 4.87%
$91.26 - $95.82 $122M - $128M
28.8M $2.64B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.84M
+ 244.04%
$27.54 - $83.04 $50.6M - $153M
2.59M $71.8M
ABT
Abbott Laboratories

Healthcare
119K
+ 2.55%
$111.93 - $119.39 $13.3M - $14.2M
4.77M $540M
VST
Vistra Corp.

Utilities
44.2K
+ 28.69%
$115.74 - $166.61 $5.11M - $7.36M
198K $27.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
634K
+ 12.05%
$38.37 - $42.82 $24.3M - $27.2M
5.9M $226M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
150K
+ 19.26%
$59.74 - $60.03 $8.99M - $9.03M
932K $55.7M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
426K
+ 20.08%
$23.42 - $24.25 $9.98M - $10.3M
2.55M $60.2M
PWR
Quanta Services, Inc.

Industrials
18.5K
+ 11.03%
$296.05 - $346.6 $5.49M - $6.43M
187K $59M
JBT
John Bean Technologies Corp

Industrials
27.4K
+ 14.59%
$94.76 - $131.66 $2.6M - $3.61M
216K $27.4M
WWD
Woodward, Inc.

Industrials
57.3K
+ 44.82%
$159.67 - $187.29 $9.15M - $10.7M
185K $30.8M
ALL
Allstate Corp

Financial Services
42.1K
+ 17.75%
$181.25 - $208.2 $7.63M - $8.77M
279K $53.9M
IDCC
Inter Digital, Inc.

Communication Services
12.8K
+ 10.49%
$142.61 - $200.59 $1.83M - $2.57M
135K $26.1M
ATR
Aptargroup, Inc.

Healthcare
58.7K
+ 36.78%
$156.73 - $176.15 $9.2M - $10.3M
218K $34.3M
BWX
Spdr Bloomberg International T

ETFs
465K
+ 70.35%
$21.39 - $23.3 $9.94M - $10.8M
1.13M $24.1M
FXO
First Tr Exchange Traded Fd Fi

ETFs
152K
+ 126.79%
$50.63 - $59.0 $7.71M - $8.99M
272K $14.7M
IEV
Ishares Tr Europe ETF

ETFs
172K
+ 305.74%
$52.03 - $57.63 $8.94M - $9.9M
228K $11.9M
DOCU
Docusign, Inc.

Technology
54K
+ 42.86%
$61.42 - $106.99 $3.32M - $5.78M
180K $16.2M
BCS
Barclays PLC

Financial Services
392K
+ 14.67%
$11.65 - $13.67 $4.57M - $5.36M
3.06M $40.7M
NET
Cloudflare, Inc.

Technology
34.8K
+ 20.97%
$78.11 - $117.56 $2.72M - $4.09M
201K $21.6M
BKR
Baker Hughes CO

Energy
144K
+ 31.22%
$35.98 - $44.88 $5.17M - $6.45M
604K $24.8M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
47.6K
+ 38.98%
$110.69 - $154.48 $5.27M - $7.35M
170K $21.6M
CME
Cme Group Inc.

Financial Services
7.53K
+ 1.38%
$221.17 - $246.02 $1.66M - $1.85M
552K $128M
CSX
Csx Corp

Industrials
436K
+ 16.33%
$31.58 - $36.88 $13.8M - $16.1M
3.1M $100M
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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