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
XEL
Xcel Energy Inc

Utilities
23.3K
+ 1.8%
$62.16 - $72.92 $1.45M - $1.7M
1.32M $89.2M
PVAL
Putnam ETF Tr Putnam Focused L
127K
+ 41.21%
$36.85 - $39.99 $4.68M - $5.07M
435K $16.1M
KNSL
Kinsale Capital Group, Inc.

Financial Services
9.68K
+ 6.22%
$424.05 - $524.22 $4.11M - $5.07M
165K $76.9M
AIZ
Assurant, Inc.

Financial Services
15.2K
+ 18.51%
$186.6 - $228.68 $2.84M - $3.48M
97.4K $20.8M
PWZ
Invesco California Amt Free Mu

ETFs
195K
+ 18.64%
$24.49 - $25.25 $4.79M - $4.93M
1.24M $30.7M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
108K
+ 0.89%
$65.67 - $69.79 $7.09M - $7.53M
12.3M $821M
SFNC
Simmons First National Corp

Financial Services
194K
+ 692.37%
$21.01 - $25.53 $4.07M - $4.95M
222K $4.92M
APG
A Pi Group Corp

Industrials
85.8K
+ 21.02%
$31.48 - $39.26 $2.7M - $3.37M
494K $17.8M
VONE
Vanguard Russell 1000 ETF

ETFs
10.3K
+ 4.45%
$257.18 - $277.76 $2.65M - $2.87M
242K $64.6M
MSA
Msa Safety Inc

Industrials
28.9K
+ 65.85%
$163.63 - $178.77 $4.73M - $5.17M
72.8K $12.1M
DFIV
Dimensional ETF Tr

ETFs
1.51M
+ 7.99%
$34.86 - $37.97 $52.8M - $57.5M
20.5M $726M
YOU
Clear Secure, Inc.

Technology
165K
+ 784.33%
$25.61 - $38.45 $4.23M - $6.35M
186K $4.96M
IBDV
Ishares Tr

Technology
212K
+ 63.09%
$21.24 - $22.15 $4.51M - $4.7M
549K $11.7M
WAT
Waters Corp

Healthcare
8.13K
+ 7.26%
$323.11 - $392.01 $2.63M - $3.19M
120K $44.6M
HELE
Helen Of Troy LTD

Consumer Defensive
72.9K
+ 142.76%
$59.46 - $73.79 $4.33M - $5.38M
124K $7.41M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
70.9K
+ 4.09%
$12.27 - $15.41 $871K - $1.09M
1.8M $26.1M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
280K
+ 384.36%
$16.36 - $22.16 $4.58M - $6.2M
353K $5.88M
OSIS
Osi Systems Inc

Technology
19.2K
+ 29.54%
$131.41 - $187.75 $2.52M - $3.61M
84.2K $14.1M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
482K
+ 623.53%
$7.8 - $9.54 $3.76M - $4.59M
559K $4.87M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
110K
+ 139.39%
$36.3 - $37.43 $4M - $4.12M
189K $7.04M
BEN
Franklin Resources Inc

Financial Services
203K
+ 230.09%
$19.35 - $22.76 $3.94M - $4.63M
292K $5.92M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
66.4K
+ 46.03%
$63.01 - $68.55 $4.18M - $4.55M
210K $13.3M
JNK
Spdr Bloomberg High Yield Bond

ETFs
115K
+ 3.82%
$94.77 - $97.36 $10.9M - $11.2M
3.13M $299M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
239K
+ 11.53%
$22.71 - $23.47 $5.43M - $5.61M
2.31M $52.7M
PSEC
Prospect Capital Corp

Financial Services
924K
+ 4160.34%
$4.16 - $5.34 $3.85M - $4.94M
947K $4.08M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
55.1K
+ 14.05%
$42.05 - $48.31 $2.32M - $2.66M
447K $20.7M
GTLS
Chart Industries Inc

Industrials
4.29K
+ 9.37%
$119.65 - $202.35 $513K - $868K
50.1K $9.56M
TRU
Trans Union

Industrials
90.4K
+ 23.81%
$92.71 - $108.67 $8.38M - $9.83M
470K $43.6M
AWI
Armstrong World Industries Inc

Industrials
3.85K
+ 1.16%
$133.26 - $162.01 $514K - $624K
335K $47.4M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
113K
+ 10.64%
$40.26 - $42.88 $4.55M - $4.84M
1.17M $47.5M
CAG
Conagra Brands Inc.

Consumer Defensive
247K
+ 38.41%
$26.48 - $32.72 $6.55M - $8.1M
892K $24.7M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
24.4K
+ 36.87%
$107.32 - $127.74 $2.62M - $3.12M
90.7K $11.2M
FDS
Factset Research Systems Inc

Financial Services
2.8K
+ 2.37%
$449.69 - $495.72 $1.26M - $1.39M
121K $58.2M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
36.4K
+ 49.03%
$119.34 - $127.78 $4.35M - $4.65M
111K $13.2M
DGX
Quest Diagnostics Inc

Healthcare
27.3K
+ 10.68%
N/A
283K $38.8M
NRG
Nrg Energy, Inc.

Utilities
42.6K
+ 25.76%
$85.3 - $101.61 $3.63M - $4.33M
208K $18.7M
GMED
Globus Medical Inc

Healthcare
8.48K
+ 3.16%
$69.79 - $85.61 $592K - $726K
276K $22.9M
CSGP
Costar Group, Inc.

Real Estate
141K
+ 8.45%
$69.7 - $81.97 $9.84M - $11.6M
1.81M $130M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
235K
+ 17.32%
$18.28 - $18.87 $4.3M - $4.44M
1.59M $29.2M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
187K
+ 9.32%
$23.88 - $24.32 $4.47M - $4.56M
2.2M $52.7M
AAON
Aaon, Inc.

Industrials
2.43K
+ 0.72%
$106.25 - $140.75 $258K - $342K
341K $40.1M
MLPA
Global X Mlp ETF

ETFs
60.7K
+ 14.1%
$47.44 - $52.61 $2.88M - $3.2M
491K $24.3M
TT
Trane Technologies PLC

Industrials
24.2K
+ 8.81%
$369.35 - $419.14 $8.92M - $10.1M
298K $110M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
43.2K
+ 36.22%
$73.49 - $86.09 $3.18M - $3.72M
163K $12.5M
RGA
Reinsurance Group Of America Inc

Financial Services
26.2K
+ 5.59%
$201.26 - $231.95 $5.26M - $6.07M
494K $105M
CTA
Simplify Exch Traded Fds Simpl

ETFs
104K
+ 28.87%
$25.8 - $28.97 $2.69M - $3.02M
465K $13M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
92.1K
+ 192.02%
$37.81 - $38.94 $3.48M - $3.59M
140K $5.41M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
29.4K
+ 14.7%
$60.17 - $75.64 $1.77M - $2.22M
229K $16.3M
TWLO
Twilio Inc

Communication Services
23.6K
+ 100.95%
$63.73 - $114.96 $1.5M - $2.71M
47K $5.08M
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
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email