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
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
13.5K
+ 10.91%
$193.7 - $235.05 $2.61M - $3.17M
137K $31.4M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
42.5K
+ 5.49%
$100.38 - $107.86 $4.26M - $4.58M
816K $84M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
123K
+ 10.44%
$39.5 - $41.38 $4.86M - $5.09M
1.3M $52.4M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
315K
+ 2071.65%
$16.4 - $17.85 $5.16M - $5.62M
330K $5.78M
AVUS
American Centy ETF Tr Avantis

ETFs
25.7K
+ 1.51%
$94.36 - $102.06 $2.42M - $2.62M
1.73M $167M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
147K
+ 196.07%
$35.21 - $44.8 $5.18M - $6.59M
222K $8.56M
DT
Dynatrace, Inc.

Technology
80.4K
+ 6.39%
$51.09 - $59.6 $4.11M - $4.79M
1.34M $72.8M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
279K
+ 85.21%
$23.01 - $26.06 $6.43M - $7.28M
607K $14M
USPH
U S Physical Therapy Inc

Healthcare
50.2K
+ 20.1%
$77.48 - $99.91 $3.89M - $5.01M
300K $26.6M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
243K
+ 1224.46%
$22.28 - $22.66 $5.41M - $5.5M
262K $5.89M
DRSK
ETF Ser Solutions Aptus Define

ETFs
236K
+ 18.41%
$27.43 - $28.44 $6.48M - $6.72M
1.52M $41.7M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
224K
+ 61.26%
$27.88 - $30.51 $6.25M - $6.84M
590K $16.5M
EPAC
Enerpac Tool Group Corp

Industrials
130K
+ 1018.1%
$41.09 - $51.57 $5.32M - $6.68M
142K $5.85M
CHK
Chesapeake Energy Corp

Energy
59.1K
+ 121.09%
$81.46 - $87.57 $4.82M - $5.18M
108K $9.25M
PSTG
Pure Storage, Inc.

Technology
45.2K
+ 20.62%
$48.19 - $66.6 $2.18M - $3.01M
264K $16.2M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
87.6K
+ 17.52%
$49.97 - $54.88 $4.38M - $4.81M
587K $30.6M
GATX
Gatx Corp

Industrials
2.97K
+ 1.43%
$128.5 - $165.82 $382K - $493K
211K $32.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.39K
+ 0.26%
$53.94 - $58.15 $453K - $488K
3.24M $183M
TFC
Truist Financial Corp

Financial Services
70.7K
+ 2.14%
$41.51 - $48.1 $2.94M - $3.4M
3.37M $146M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
80.8K
+ 9.68%
$52.0 - $55.66 $4.2M - $4.5M
915K $48.9M
SYF
Synchrony Financial

Financial Services
30.8K
+ 15.36%
$49.01 - $68.55 $1.51M - $2.11M
231K $15M
PCTY
Paylocity Holding Corp

Technology
3.1K
+ 2.43%
$162.14 - $213.79 $503K - $664K
131K $26.1M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
75.3K
+ 534.03%
$57.27 - $71.33 $4.31M - $5.37M
89.4K $5.85M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
266K
+ 70.49%
$19.27 - $20.9 $5.12M - $5.55M
642K $12.7M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
48.7K
+ 11.72%
$61.63 - $71.89 $3M - $3.5M
464K $31.1M
HST
Host Hotels & Resorts, Inc.

Real Estate
283K
+ 56.2%
$17.24 - $19.07 $4.87M - $5.39M
786K $13.8M
GTES
Gates Industrial Corp PLC

Industrials
83K
+ 7.88%
$17.3 - $22.93 $1.44M - $1.9M
1.14M $23.4M
DTM
Dt Midstream, Inc.

Energy
4.63K
+ 2.19%
$78.85 - $108.56 $365K - $502K
216K $21.5M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
70.8K
+ 37.95%
$67.57 - $76.22 $4.78M - $5.4M
257K $17.8M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
99.6K
+ 25.36%
$44.57 - $46.43 $4.44M - $4.63M
493K $22.5M
ES
Eversource Energy

Utilities
130K
+ 52.32%
$55.9 - $67.73 $7.24M - $8.77M
377K $21.7M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
49.8K
+ 24.86%
$101.77 - $113.02 $5.07M - $5.63M
250K $26.4M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
197K
+ 55.76%
$24.13 - $24.45 $4.75M - $4.81M
550K $13.3M
CALM
Cal Maine Foods Inc

Consumer Defensive
7.13K
+ 4.98%
$75.41 - $112.24 $538K - $800K
150K $15.5M
CW
Curtiss Wright Corp

Industrials
1.62K
+ 1.03%
$335.08 - $389.49 $544K - $633K
160K $56.6M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
13.1K
+ 7.07%
$101.51 - $140.63 $1.33M - $1.84M
199K $24.9M
EA
Electronic Arts Inc.

Communication Services
16.6K
+ 2.09%
$140.69 - $167.97 $2.34M - $2.79M
811K $119M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
98.1K
+ 33.33%
$49.39 - $52.31 $4.85M - $5.13M
393K $19.5M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
139K
+ 199.6%
$34.04 - $35.66 $4.74M - $4.96M
209K $7.18M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
189K
+ 8.71%
$25.0 - $25.11 $4.72M - $4.74M
2.36M $59M
TDIV
First Trust Nasdaq Technology

ETFs
70.7K
+ 13.75%
$78.03 - $82.13 $5.52M - $5.81M
585K $45.9M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
83K
+ 22.27%
$50.07 - $52.35 $4.16M - $4.35M
456K $23.4M
USFD
Us Foods Holding Corp.

Consumer Defensive
40.8K
+ 13.25%
$60.65 - $72.33 $2.47M - $2.95M
348K $23.5M
IFRA
Ishares Tr

ETFs
205K
+ 2.84%
$45.94 - $51.71 $9.42M - $10.6M
7.43M $344M
GTLB
Gitlab Inc.

Technology
61.1K
+ 26.01%
$48.76 - $67.19 $2.98M - $4.11M
296K $16.7M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
66.7K
+ 17.78%
$47.66 - $57.86 $3.18M - $3.86M
442K $25M
CEG
Constellation Energy Corp

Utilities
51.2K
+ 25.72%
$224.28 - $285.52 $11.5M - $14.6M
250K $56.3M
HPE
Hewlett Packard Enterprise CO

Technology
177K
+ 22.36%
$19.31 - $23.95 $3.43M - $4.25M
971K $20.7M
WTM
White Mountains Insurance Group LTD

Financial Services
238
+ 1.47%
$1755.01 - $2015.0 $418K - $480K
16.4K $31.9M
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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