Envestnet Asset Management Inc Purchases in Q2 2025

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Wisdomtree Tr
99.1K
+ 83.68%
N/A
218K $0
Zacks Trust
5.52K
+ 13.04%
N/A
47.9K $0
FILL
Ishares Inc Msci Global Energy

ETFs
975
+ 4.7%
$20.55 - $24.96 $20K - $24.3K
21.7K $514K
RWT
Redwood Trust Inc

Real Estate
452
+ 2.03%
$4.95 - $6.22 $2.24K - $2.81K
22.7K $133K
SFNC
Simmons First National Corp

Financial Services
1.58K
+ 8.1%
$17.39 - $20.55 $27.4K - $32.4K
21.1K $399K
TLRY
Tilray Brands, Inc.

Healthcare
6.38K
+ 46.05%
$0.36 - $0.65 $2.3K - $4.15K
20.2K $8K
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
3.4K
+ 15.16%
$10.2 - $13.1 $34.7K - $44.6K
25.8K $269K
SENS
Senseonics Holdings, Inc.

Healthcare
13.4K
+ 26.64%
$0.48 - $0.77 $6.42K - $10.3K
63.6K $30K
CYTK
Cytokinetics Inc

Healthcare
5.15K
+ 21.16%
$29.84 - $42.92 $154K - $221K
29.5K $973K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.56K
+ 2.25%
$45.9 - $48.26 $71.6K - $75.3K
70.8K $3.31M
JPRE
J P Morgan Exchange Traded Fd

ETFs
162
+ 0.73%
$42.75 - $48.79 $6.93K - $7.9K
22.4K $1.06M
MXCT
Maxcyte, Inc.

Healthcare
499
+ 4.04%
$2.04 - $2.92 $1.02K - $1.46K
12.8K $28K
LZB
La Z Boy Inc

Consumer Cyclical
620
+ 4.15%
$35.67 - $44.28 $22.1K - $27.5K
15.6K $578K
LXP
Lxp Industrial Trust

Real Estate
2.69K
+ 3.74%
$7.22 - $8.85 $19.4K - $23.8K
74.8K $617K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
2.75K
+ 2.12%
$10.29 - $11.24 $28.3K - $30.9K
132K $1.45M
JRS
Nuveen Real Estate Income Fund

Financial Services
1.92K
+ 4.23%
$6.92 - $8.3 $13.3K - $15.9K
47.3K $367K
ULH
Universal Logistics Holdings, Inc.

Industrials
44
+ 0.47%
$21.74 - $27.17 $957 - $1.2K
9.43K $239K
AWR
American States Water CO

Utilities
60
+ 0.92%
$75.1 - $81.3 $4.51K - $4.88K
6.61K $506K
PSCC
Invesco S&P Smallcap Consumer

ETFs
291
+ 2.69%
$32.3 - $36.01 $9.4K - $10.5K
11.1K $368K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
5.29K
+ 9.91%
$28.81 - $34.65 $152K - $183K
58.7K $1.79M
RIG
Transocean Ltd.

Energy
1.77K
+ 7.27%
$2.13 - $3.32 $3.77K - $5.88K
26.1K $67K
ABR
Arbor Realty Trust Inc

Real Estate
82
+ 0.74%
$8.92 - $11.89 $731 - $975
11.1K $118K
BIGC
Big Commerce Holdings, Inc.

Technology
317
+ 1.78%
$4.77 - $5.91 $1.51K - $1.87K
18.1K $90K
KC
Kingsoft Cloud Holdings LTD

Technology
10.3K
+ 13.51%
$10.98 - $15.9 $113K - $164K
86.5K $1.08M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
59
+ 0.19%
$21.12 - $22.45 $1.25K - $1.32K
30.7K $663K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
3.77K
+ 19.75%
$6.01 - $8.06 $22.6K - $30.4K
22.8K $137K
NURE
Nuveen Short Term Reit ETF

ETFs
10
+ 0.13%
$26.98 - $31.41 $270 - $314
7.88K $233K
LADR
Ladder Capital Corp

Real Estate
585
+ 1.7%
$9.86 - $11.4 $5.77K - $6.67K
35K $376K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
5.14K
+ 4.38%
$9.7 - $10.52 $49.8K - $54.1K
122K $1.2M
DXC
Dxc Technology CO

Technology
549
+ 3.84%
$14.03 - $17.63 $7.7K - $9.68K
14.8K $226K
VMEO
Vimeo, Inc.

Technology
1.21K
+ 6.72%
$3.89 - $5.27 $4.69K - $6.36K
19.1K $77K
OTTR
Otter Tail Corp

Utilities
26
+ 0.39%
$74.62 - $81.76 $1.94K - $2.13K
6.69K $515K
AGL
Agilon Health, Inc.

Healthcare
650
+ 5.77%
$2.1 - $5.68 $1.37K - $3.69K
11.9K $27K
LFST
Life Stance Health Group, Inc.

Healthcare
1.74K
+ 8.81%
$4.83 - $6.91 $8.39K - $12K
21.5K $110K
MCI
Barings Corporate Investors

Financial Services
1.07K
+ 4.2%
$18.92 - $22.71 $20.2K - $24.3K
26.5K $574K
XEL
Xcel Energy Inc

Utilities
53.1K
+ 3.92%
$65.65 - $72.39 $3.49M - $3.85M
1.41M $95.8M
IHE
Ishares Tr

ETFs
238
+ 2.84%
$61.0 - $68.22 $14.5K - $16.2K
8.63K $565K
OBE
Obsidian Energy Ltd.

Energy
6.28K
+ 3.15%
$3.95 - $6.02 $24.8K - $37.8K
206K $1.14M
SEAT
Vivid Seats Inc.

Communication Services
139
+ 0.65%
$1.48 - $3.06 $206 - $425
21.5K $36K
RELY
Remitly Global, Inc.

Technology
4.9K
+ 8.22%
$18.65 - $24.49 $91.4K - $120K
64.5K $1.21M
AUR
Aurora Innovation, Inc.

Technology
2.77K
+ 9.22%
$5.17 - $8.14 $14.3K - $22.6K
32.9K $172K
ICHR
Ichor Holdings, Ltd.

Technology
1.31K
+ 6.82%
$15.78 - $22.61 $20.6K - $29.5K
20.4K $401K
SXC
Sun Coke Energy, Inc.

Basic Materials
2.76K
+ 3.09%
$7.75 - $9.8 $21.4K - $27K
91.9K $789K
PHK
Pimco High Income Fund

Financial Services
9.94K
+ 1.13%
$4.43 - $4.88 $44K - $48.5K
888K $4.26M
LNTH
Lantheus Holdings, Inc.

Healthcare
23.4K
+ 18.84%
$73.86 - $108.74 $1.73M - $2.54M
148K $12.1M
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
1.42K
+ 15.86%
$39.88 - $51.49 $56.5K - $73K
10.4K $419K
HI
Hillenbrand, Inc.

Industrials
122
+ 1.14%
$18.62 - $24.76 $2.27K - $3.02K
10.8K $217K
PJP
Invesco Exchange Traded Fd Tr

ETFs
1.04K
+ 5.62%
$74.59 - $84.45 $77.6K - $87.8K
19.5K $1.56M
GBCI
Glacier Bancorp, Inc.

Financial Services
3.98K
+ 2.1%
$37.85 - $44.51 $151K - $177K
193K $8.32M
Activity Summary
Buys All Purchases 2655 New Holdings 267 Increased Positions 2388 Sells All Sells 1747 Reductions 1747 Sold out 0 Options Calls 0 Puts 0
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