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
NTAP
Net App, Inc.

Technology
87.9K
+ 29.86%
$115.31 - $131.11 $10.1M - $11.5M
382K $44.4M
PPL
Ppl Corp

Utilities
293K
+ 12.04%
$31.47 - $35.0 $9.22M - $10.3M
2.72M $88.4M
DE
Deere & CO

Industrials
15.1K
+ 6.18%
$389.45 - $466.0 $5.88M - $7.04M
259K $110M
SQ
Block, Inc.

Technology
30.5K
+ 10.2%
$65.06 - $98.92 $1.99M - $3.02M
330K $28.1M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
356K
+ 18.88%
$24.61 - $25.12 $8.76M - $8.94M
2.24M $55.3M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
94.2K
+ 124.37%
$67.53 - $85.82 $6.36M - $8.08M
170K $13.3M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
215K
+ 55.09%
$37.86 - $39.07 $8.12M - $8.38M
604K $22.9M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
329K
+ 90.14%
$23.25 - $23.56 $7.64M - $7.75M
693K $16.1M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
330K
+ 35.82%
$22.04 - $23.08 $7.28M - $7.62M
1.25M $28M
OSCV
Opus Small Cap Value ETF

ETFs
207K
+ 53.86%
$36.89 - $40.88 $7.65M - $8.48M
593K $21.9M
AOR
Ishares Tr Core Growth Allocat

ETFs
128K
+ 340.48%
$57.32 - $59.66 $7.33M - $7.63M
165K $9.48M
XSMO
Invesco S&P Smallcap Momentum

ETFs
111K
+ 9.02%
$65.08 - $73.72 $7.22M - $8.18M
1.34M $88.6M
EXPE
Expedia Group, Inc.

Consumer Cyclical
977
+ 0.54%
$146.47 - $191.01 $143K - $187K
184K $34.2M
MORN
Morningstar, Inc.

Financial Services
17.1K
+ 22.26%
$312.56 - $358.78 $5.36M - $6.15M
94.1K $31.7M
EQT
Eqt Corp

Energy
91.9K
+ 31.01%
$35.62 - $46.89 $3.27M - $4.31M
388K $17.9M
CVX
Chevron Corp

Energy
124K
+ 2.73%
$141.15 - $162.53 $17.5M - $20.1M
4.67M $676M
MTDR
Matador Resources CO

Energy
99.7K
+ 49.71%
$50.33 - $60.91 $5.02M - $6.07M
300K $16.9M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
34.6K
+ 110.46%
$232.27 - $300.43 $8.05M - $10.4M
66K $15.5M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
204K
+ 4.86%
$91.94 - $100.02 $18.8M - $20.4M
4.41M $409M
WTFC
Wintrust Financial Corp

Financial Services
27.2K
+ 12.53%
$104.15 - $138.5 $2.83M - $3.77M
244K $30.5M
PANW
Palo Alto Networks Inc

Technology
544K
+ 94.31%
$181.96 - $405.9 $99M - $221M
1.12M $204M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.68K
+ 14.22%
$1818.92 - $2353.08 $3.05M - $3.94M
13.5K $28.4M
TRMB
Trimble Inc.

Technology
70.9K
+ 35.1%
$60.21 - $75.4 $4.27M - $5.35M
273K $19.3M
CG
Carlyle Group Inc.

Financial Services
71.9K
+ 17.29%
$43.2 - $54.81 $3.1M - $3.94M
487K $24.6M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
179K
+ 40.45%
$43.02 - $47.32 $7.72M - $8.49M
623K $26.9M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
221K
New
$30.04 - $33.26 $6.63M - $7.34M
221K $6.64M
MAR
Marriott International Inc

Consumer Cyclical
3.51K
+ 1.88%
$246.06 - $292.59 $863K - $1.03M
190K $52.9M
DAL
Delta Air Lines, Inc.

Industrials
38.4K
+ 8.68%
$47.46 - $65.77 $1.82M - $2.53M
481K $29.1M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
81.2K
+ 23.14%
$98.47 - $109.35 $7.99M - $8.88M
432K $42.5M
BRBR
Bellring Brands, Inc.

Consumer Defensive
45.1K
+ 21.17%
$60.38 - $78.79 $2.73M - $3.56M
258K $19.5M
ERIC
Ericsson Lm Telephone CO

Technology
780K
+ 196.03%
$7.36 - $8.59 $5.74M - $6.7M
1.18M $9.49M
TXN
Texas Instruments Inc

Technology
32.7K
+ 1.96%
N/A
1.7M $331M
SEIC
Sei Investments CO

Financial Services
11.8K
+ 2.99%
$69.36 - $86.58 $818K - $1.02M
407K $33.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
208K
+ 8.57%
$57.78 - $60.4 $12M - $12.6M
2.63M $153M
HOOD
Robinhood Markets, Inc.

Technology
113K
+ 80.6%
$22.33 - $43.2 $2.52M - $4.87M
253K $9.42M
GLOB
Globant S.A.

Technology
8.24K
+ 3.11%
$193.45 - $236.83 $1.59M - $1.95M
273K $58.6M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
163K
+ 19.05%
$30.04 - $32.01 $4.88M - $5.2M
1.02M $31.9M
BNL
Broadstone Net Lease, Inc.

Real Estate
391K
+ 654.84%
$15.86 - $18.7 $6.21M - $7.32M
451K $7.15M
ROST
Ross Stores, Inc.

Consumer Cyclical
32K
+ 2.32%
$138.59 - $156.61 $4.44M - $5.02M
1.41M $213M
BILL
Bill.Com Holdings, Inc.

Technology
64.2K
+ 418.64%
$51.23 - $97.41 $3.29M - $6.25M
79.5K $6.73M
ESI
Element Solutions Inc

Basic Materials
278K
+ 39.75%
$24.64 - $29.33 $6.85M - $8.15M
977K $24.8M
BNOV
Innovator U.S. Equity Buffer E

ETFs
148K
+ 500.08%
$38.08 - $39.98 $5.63M - $5.91M
177K $6.96M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
178K
+ 514.12%
$31.55 - $32.84 $5.62M - $5.85M
213K $6.89M
FRT
Federal Realty Investment Trust

Real Estate
53.5K
+ 80.39%
$109.55 - $117.53 $5.86M - $6.28M
120K $13.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
176K
+ 4.91%
$44.33 - $49.55 $7.79M - $8.71M
3.75M $169M
FPE
First Tr Pfd Secs & Income ETF

ETFs
358K
+ 19.98%
$17.65 - $18.18 $6.33M - $6.52M
2.15M $38.1M
EXLS
Exl Service Holdings, Inc.

Technology
42.8K
+ 7.19%
$38.1 - $47.02 $1.63M - $2.01M
638K $28.3M
JPIE
J P Morgan Exchange Traded Fd
126K
+ 57.07%
$45.59 - $46.25 $5.76M - $5.84M
348K $15.9M
JLL
Jones Lang Lasalle Inc

Real Estate
30.8K
+ 23.41%
$246.93 - $283.67 $7.61M - $8.75M
163K $41.2M
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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