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
HYMU
Blackrock ETF Tr Ii High Yield
336K
+ 90.11%
$22.43 - $23.19 $7.54M - $7.79M
709K $16.3M
FVAL
Fidelity Covington Tr Value Fa

ETFs
166K
+ 14.55%
$58.79 - $65.0 $9.74M - $10.8M
1.3M $77.7M
KNSL
Kinsale Capital Group, Inc.

Financial Services
8.37K
+ 5.06%
$416.48 - $494.72 $3.49M - $4.14M
174K $84.6M
JLL
Jones Lang Lasalle Inc

Real Estate
34.2K
+ 21.03%
$238.0 - $284.76 $8.14M - $9.74M
197K $48.8M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
75.3K
+ 23.14%
$99.16 - $99.52 $7.47M - $7.5M
401K $39.9M
BALT
Innovator Etfs Tr
244K
+ 15.34%
$31.31 - $31.89 $7.64M - $7.78M
1.83M $57.6M
NEE
Nextera Energy Inc

Utilities
172K
+ 2.99%
$66.96 - $76.16 $11.5M - $13.1M
5.93M $420M
AFL
Aflac Inc

Financial Services
11.9K
+ 1.48%
$100.99 - $111.19 $1.2M - $1.32M
815K $90.6M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
317K
+ 455.8%
$23.58 - $24.02 $7.49M - $7.63M
387K $9.14M
RWL
Invesco Exchange Traded Fd Tr

ETFs
73.8K
+ 113.69%
$96.9 - $104.39 $7.15M - $7.71M
139K $13.8M
GMED
Globus Medical Inc

Healthcare
137K
+ 49.55%
$69.68 - $93.32 $9.54M - $12.8M
413K $30.3M
AFRM
Affirm Holdings, Inc.

Technology
166K
+ 893.23%
$43.7 - $80.98 $7.25M - $13.4M
184K $8.33M
INSM
Insmed Inc

Healthcare
68.9K
+ 26.9%
$65.25 - $83.83 $4.5M - $5.78M
325K $24.8M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
165K
+ 14.04%
$39.61 - $42.65 $6.53M - $7.03M
1.34M $54.6M
HRB
H&R Block Inc

Consumer Cyclical
106K
+ 17.73%
$49.96 - $55.97 $5.29M - $5.93M
704K $38.6M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
147K
+ 23.57%
$77.91 - $92.26 $11.4M - $13.5M
770K $61.2M
NTRS
Northern Trust Corp

Financial Services
75.2K
+ 73.62%
$96.09 - $113.81 $7.22M - $8.56M
177K $17.5M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
375K
+ 17.98%
$18.54 - $18.88 $6.96M - $7.09M
2.46M $46.1M
PSC
Principal ETF U.S. Small Cap M

ETFs
236K
+ 14.42%
$47.13 - $54.5 $11.1M - $12.9M
1.87M $90.9M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
16.8K
+ 5.58%
$110.55 - $130.35 $1.86M - $2.19M
318K $40.4M
MEAR
Blackrock Short Maturity Munic

ETFs
137K
+ 47.22%
$49.97 - $50.36 $6.86M - $6.91M
428K $21.5M
RE
Everest Re Group LTD

Financial Services
18.8K
+ 12.2%
N/A
173K $64M
EXC
Exelon Corp

Utilities
81.3K
+ 22.02%
$37.3 - $46.08 $3.03M - $3.75M
451K $20.8M
SLV
I Shares Silver Trust

ETFs
68K
+ 6.75%
$26.93 - $31.32 $1.83M - $2.13M
1.08M $33.4M
TYL
Tyler Technologies Inc

Technology
10.4K
+ 6.86%
$553.41 - $646.74 $5.77M - $6.75M
163K $94.5M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
70K
+ 171.37%
$94.87 - $96.11 $6.64M - $6.73M
111K $10.6M
PUK
Prudential PLC

Financial Services
148K
+ 23.18%
$14.54 - $21.92 $2.15M - $3.23M
784K $16.9M
WPC
W. P. Carey Inc.

Real Estate
26.7K
+ 4.6%
$53.5 - $65.05 $1.43M - $1.73M
606K $38.3M
XEL
Xcel Energy Inc

Utilities
32.6K
+ 2.47%
$63.37 - $72.1 $2.07M - $2.35M
1.35M $95.9M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
81.2K
+ 162.07%
$79.96 - $87.71 $6.49M - $7.12M
131K $10.8M
XSMO
Invesco S&P Smallcap Momentum

ETFs
177K
+ 13.2%
$59.97 - $70.03 $10.6M - $12.4M
1.52M $95.2M
UMBF
Umb Financial Corp

Financial Services
78K
+ 70.88%
$98.0 - $122.56 $7.64M - $9.56M
188K $19M
OHI
Omega Healthcare Investors Inc

Real Estate
170K
+ 58.57%
$35.7 - $38.33 $6.08M - $6.52M
461K $17.5M
MWA
Mueller Water Products, Inc.

Industrials
249K
+ 354.29%
$21.65 - $28.24 $5.39M - $7.02M
319K $8.11M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
275K
+ 50.05%
$23.9 - $24.43 $6.58M - $6.72M
825K $19.9M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
93.6K
+ 39.74%
$75.47 - $84.24 $7.06M - $7.89M
329K $25.4M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
166K
+ 94.74%
$22.39 - $33.23 $3.72M - $5.52M
341K $10.3M
NI
Nisource Inc.

Utilities
116K
+ 21.87%
$35.57 - $41.23 $4.13M - $4.79M
648K $26M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
300K
+ 493.88%
$18.75 - $20.97 $5.63M - $6.29M
361K $7.57M
EQT
Eqt Corp

Energy
66.4K
+ 17.1%
$46.16 - $54.25 $3.07M - $3.6M
455K $24.3M
YUM
Yum Brands Inc

Consumer Cyclical
3.17K
+ 1.25%
$123.25 - $162.53 $391K - $516K
257K $40.4M
EPAM
Epam Systems, Inc.

Technology
34.3K
+ 48.04%
N/A
106K $19.6M
VIG
Vanguard Dividend Appreciation

ETFs
34.9K
+ 1.53%
N/A
2.31M $421M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
78.5K
+ 63.34%
$63.07 - $73.5 $4.95M - $5.77M
202K $14.2M
FDL
First Tr Morningstar Dividend

ETFs
72K
+ 7.22%
$39.69 - $43.83 $2.86M - $3.16M
1.07M $46.5M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
155K
+ 16.89%
$50.25 - $55.9 $7.77M - $8.65M
1.07M $55.1M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
68.3K
+ 26.8%
$113.22 - $126.36 $7.73M - $8.63M
323K $37.1M
IDXX
Idexx Laboratories Inc

Healthcare
12.3K
+ 8.19%
$406.29 - $469.04 $4.98M - $5.75M
162K $68M
ALLY
Ally Financial Inc.

Financial Services
166K
+ 150.27%
$32.99 - $40.09 $5.47M - $6.65M
276K $10.1M
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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