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
LUV
Southwest Airlines CO

Industrials
72.3K
+ 26.23%
$28.99 - $34.84 $2.1M - $2.52M
348K $11.7M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
165K
+ 20.0%
$23.55 - $24.04 $3.9M - $3.98M
993K $23.4M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
108K
+ 16.79%
$28.48 - $29.56 $3.06M - $3.18M
748K $21.9M
ERX
Direxion Daily Energy Bull 2 X

ETFs
62.8K
New
$52.24 - $71.63 $3.28M - $4.5M
62.8K $3.5M
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
102K
+ 1204.04%
$33.45 - $35.38 $3.42M - $3.61M
111K $3.74M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
145K
+ 6.71%
N/A
2.31M $54.8M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
158K
+ 890.97%
$21.88 - $26.03 $3.45M - $4.1M
175K $3.88M
AKAM
Akamai Technologies Inc

Technology
37.7K
+ 6.66%
N/A
603K $54.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
139K
+ 4.5%
$42.33 - $43.3 $5.88M - $6.01M
3.23M $137M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
30.2K
+ 313.06%
$108.0 - $116.52 $3.26M - $3.52M
39.8K $4.46M
XPO
Xpo Logistics, Inc.

Industrials
7.94K
+ 8.05%
$105.35 - $158.2 $836K - $1.26M
107K $14M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
5.18K
+ 4.13%
$77.15 - $104.91 $400K - $544K
131K $13.2M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
167K
+ 19.19%
$22.1 - $22.59 $3.68M - $3.76M
1.03M $23M
VIRT
Virtu Financial, Inc.

Financial Services
33.3K
+ 8.23%
$30.43 - $37.95 $1.01M - $1.27M
438K $15.6M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
70.3K
+ 3.89%
$50.73 - $51.08 $3.57M - $3.59M
1.88M $95.6M
CRBG
Corebridge Financial, Inc.

Financial Services
102K
+ 29.53%
$28.28 - $33.37 $2.87M - $3.39M
445K $13.3M
FPX
First Trust Us Equity Opportun

ETFs
23.2K
+ 43.75%
$109.38 - $131.9 $2.54M - $3.06M
76.3K $9.12M
OWL
Blue Owl Capital Inc.

Financial Services
33.6K
+ 5.24%
$19.51 - $24.81 $655K - $833K
674K $15.7M
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.76K
+ 0.85%
$46.94 - $51.62 $458K - $504K
1.15M $57.5M
ACM
Aecom

Industrials
27.1K
+ 33.21%
$101.97 - $116.97 $2.77M - $3.17M
109K $11.6M
EWBC
East West Bancorp Inc

Financial Services
5.21K
+ 2.58%
$80.04 - $111.23 $417K - $580K
207K $19.9M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
84.5K
New
$35.71 - $38.39 $3.02M - $3.24M
84.5K $3.12M
REG
Regency Centers Corp

Real Estate
40.4K
+ 52.53%
$69.77 - $75.91 $2.82M - $3.06M
117K $8.66M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
137K
+ 16.37%
$23.02 - $23.23 $3.14M - $3.17M
971K $22.4M
DASH
Door Dash, Inc.

Communication Services
5.62K
+ 6.5%
$141.93 - $180.48 $797K - $1.01M
92K $15.4M
AGYS
Agilysys Inc

Technology
5.96K
+ 5.96%
$98.38 - $141.74 $587K - $845K
106K $14M
PFIX
Simplify ETF Simplify Int Rate

ETFs
58.5K
New
$39.93 - $52.66 $2.33M - $3.08M
58.5K $3.06M
UHS
Universal Health Services Inc

Healthcare
27.8K
+ 71.01%
$175.8 - $236.9 $4.89M - $6.59M
67K $12M
CGXU
Capital Group Intl Focus Equit

ETFs
225K
+ 20.64%
$24.67 - $26.94 $5.55M - $6.06M
1.31M $32.4M
MUSA
Murphy Usa Inc.

Consumer Cyclical
3.94K
+ 3.51%
$473.11 - $555.48 $1.87M - $2.19M
116K $58.4M
CCJ
Cameco Corp

Energy
42.8K
+ 18.98%
$48.64 - $61.14 $2.08M - $2.62M
268K $13.8M
PEN
Penumbra Inc

Healthcare
2.03K
+ 3.48%
$190.97 - $253.66 $388K - $516K
60.5K $14.4M
UYG
Proshares Ultra Financials

ETFs
33.7K
+ 250.1%
$75.09 - $96.7 $2.53M - $3.26M
47.2K $4.03M
TCOM
Trip.Com Group LTD

Consumer Cyclical
28.1K
+ 24.23%
$58.0 - $75.06 $1.63M - $2.11M
144K $9.89M
ACWI
Ishares Msci Acwi ETF

ETFs
30.7K
+ 10.29%
$117.05 - $123.03 $3.59M - $3.78M
329K $38.6M
CRDO
Credo Technology Group Holding LTD

Technology
9.13K
+ 14.16%
$30.16 - $77.25 $275K - $705K
73.6K $4.97M
LMB
Limbach Holdings, Inc.

Industrials
31K
+ 120.7%
$73.58 - $104.25 $2.28M - $3.23M
56.7K $4.9M
SMTC
Semtech Corp

Technology
34K
+ 64.97%
$40.58 - $69.1 $1.38M - $2.35M
86.3K $5.34M
GLBE
Global E Online Ltd.

Consumer Cyclical
50.8K
+ 471.89%
$35.95 - $57.07 $1.83M - $2.9M
61.6K $3.36M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
47.2K
+ 3.08%
N/A
1.58M $98.6M
GLDM
World Gold Trust

ETFs
58.8K
+ 6.91%
$50.76 - $55.23 $2.98M - $3.25M
909K $47.2M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
70.7K
+ 1006.28%
$41.16 - $43.15 $2.91M - $3.05M
77.7K $3.2M
IEUS
Ishares Msci Europe Small Cap

ETFs
53.7K
New
$52.94 - $59.96 $2.84M - $3.22M
53.7K $2.88M
K
Kellogg CO

Consumer Defensive
35.4K
+ 102.29%
$80.34 - $81.29 $2.84M - $2.88M
70K $5.66M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.37M
+ 115.52%
$22.63 - $47.53 $53.5M - $112M
4.41M $100M
RHI
Robert Half International Inc.

Industrials
35.7K
+ 32.19%
$65.55 - $76.8 $2.34M - $2.74M
147K $10.3M
NEAR
Blackrock Short Maturity Bond

ETFs
62.2K
+ 15.83%
$50.28 - $51.08 $3.13M - $3.18M
455K $23M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
199K
+ 124.97%
$13.54 - $14.25 $2.7M - $2.84M
359K $5.02M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
17.4K
+ 79.41%
$131.26 - $163.78 $2.28M - $2.85M
39.3K $5.87M
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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