Envestnet Asset Management Inc Incresed Positions in Q3 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WBS
Webster Financial Corp

Financial Services
964
+ 0.36%
$42.49 - $49.62 $41K - $47.8K
265K $12.4M
AGM
Federal Agricultural Mortgage Corp

Financial Services
2.17K
+ 3.3%
$174.81 - $215.18 $379K - $466K
67.9K $12.7M
PKW
Invesco Exchange Traded Fd Tr

ETFs
743
+ 1.05%
$102.34 - $114.52 $76K - $85.1K
71.7K $8.21M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
8K
+ 5.28%
$51.3 - $59.04 $411K - $472K
159K $8.77M
THS
Tree House Foods, Inc.

Consumer Defensive
17.2K
+ 82.92%
$36.15 - $43.22 $622K - $744K
38K $1.59M
CAE
Cae Inc

Industrials
42.4K
+ 21.29%
$16.29 - $19.28 $691K - $818K
242K $4.53M
BWA
Borgwarner Inc

Consumer Cyclical
1.23K
+ 0.63%
$31.19 - $36.75 $38.2K - $45K
196K $7.11M
WPM
Wheaton Precious Metals Corp.

Basic Materials
5.51K
+ 9.69%
$52.04 - $64.22 $287K - $354K
62.4K $3.81M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
35.9K
+ 11.33%
$24.05 - $24.42 $864K - $878K
353K $8.57M
UFPT
Ufp Technologies Inc

Healthcare
546
+ 4.4%
$283.66 - $358.42 $155K - $196K
12.9K $4.1M
XRAY
Dentsply Sirona Inc.

Healthcare
75
+ 0.02%
$23.63 - $27.54 $1.77K - $2.07K
383K $10.3M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
47.8K
+ 63.29%
$13.97 - $15.44 $668K - $738K
123K $1.91M
PRCT
Procept Bio Robotics Corp

Healthcare
7.69K
+ 72.18%
$56.31 - $84.99 $433K - $653K
18.3K $1.47M
AOM
Ishares Tr Core Moderate Alloc

ETFs
17K
+ 69.2%
$42.66 - $45.18 $724K - $767K
41.5K $1.87M
DFHY
Donoghue Forlines Tactical Hig

ETFs
319
+ 0.03%
$20.78 - $21.88 $6.63K - $6.98K
1.02M $22M
NYT
New York Times CO

Communication Services
2.75K
+ 1.87%
$51.1 - $55.66 $141K - $153K
150K $8.35M
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
26.8K
+ 159.55%
$21.45 - $30.71 $574K - $822K
43.5K $1.2M
KRYS
Krystal Biotech, Inc.

Healthcare
4.5K
+ 64.23%
$174.7 - $213.66 $786K - $962K
11.5K $2.09M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
167
+ 0.14%
$78.37 - $86.15 $13.1K - $14.4K
117K $10M
ANGO
Angiodynamics Inc

Healthcare
53.4K
+ 23.8%
$5.51 - $7.84 $294K - $419K
278K $2.16M
JPSE
J P Morgan Diversified Return

ETFs
4.32K
+ 3.22%
$43.03 - $48.28 $186K - $209K
139K $6.66M
MLN
Vaneck Long Muni ETF

ETFs
29.6K
+ 5.13%
$17.77 - $18.32 $526K - $542K
607K $11.1M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
7.92K
+ 11.68%
$65.26 - $75.5 $517K - $598K
75.7K $5.46M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
3.9K
+ 1.27%
$35.73 - $39.48 $139K - $154K
312K $12.2M
MAIN
Main Street Capital Corp

Financial Services
16.2K
+ 17.8%
$47.05 - $52.25 $764K - $849K
107K $5.39M
WD
Walker & Dunlop, Inc.

Financial Services
1.7K
+ 4.49%
$93.87 - $113.96 $159K - $193K
39.4K $4.48M
BBD
Bank Bradesco

Financial Services
180K
+ 25.66%
$2.18 - $2.92 $392K - $525K
880K $2.34M
MTZ
Mastec Inc

Industrials
3.46K
+ 15.92%
$97.3 - $126.14 $336K - $436K
25.2K $3.09M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
11.4K
+ 5.65%
$21.72 - $25.05 $247K - $285K
213K $5.21M
WIX
Wix.Com Ltd.

Technology
3.34K
+ 12.88%
$147.93 - $171.74 $494K - $573K
29.3K $4.89M
IYH
Ishares Tr

ETFs
5.03K
+ 4.3%
$60.29 - $66.38 $303K - $334K
122K $7.93M
EIC
Eagle Point Income CO Inc.

N/A
46.5K
+ 132.93%
$15.08 - $16.36 $701K - $761K
81.5K $1.31M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
10.2K
+ 15.21%
$47.72 - $53.81 $487K - $549K
77.3K $4.12M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
27.4K
+ 9.01%
$25.49 - $25.49 $698K - $698K
331K $8.44M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
17.5K
+ 3.36%
$19.11 - $20.18 $335K - $354K
538K $10.8M
NYF
Ishares New York Muni Bond ETF

ETFs
10.8K
+ 6.41%
$53.13 - $54.36 $576K - $590K
180K $9.79M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
20.8K
+ 13.5%
$19.52 - $21.75 $407K - $453K
175K $3.81M
CNOB
Connect One Bancorp, Inc.

Financial Services
1.13K
+ 0.98%
$18.2 - $26.25 $20.5K - $29.5K
116K $2.91M
RE
Everest Re Group LTD

Financial Services
1.97K
+ 6.16%
N/A
34K $12.6M
HSIC
Henry Schein Inc

Healthcare
436
+ 0.55%
$63.92 - $73.22 $27.9K - $31.9K
79.7K $5.81M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
4.42K
+ 1.02%
$34.24 - $41.13 $151K - $182K
440K $17.8M
MASI
Masimo Corp

Healthcare
4.23K
+ 18.94%
$104.79 - $133.77 $443K - $565K
26.5K $3.54M
MTG
Mgic Investment Corp

Financial Services
20.2K
+ 40.06%
$21.29 - $25.74 $430K - $519K
70.6K $1.81M
PDCO
Patterson Companies, Inc.

Healthcare
45.5K
+ 37.84%
$20.48 - $26.59 $931K - $1.21M
166K $3.62M
PARA
Paramount Global

Communication Services
67.1K
+ 456.2%
$9.98 - $11.95 $670K - $802K
81.9K $869K
TBUX
T Rowe Price Exchange Traded F

ETFs
14.3K
+ 79.83%
$49.46 - $49.99 $706K - $714K
32.2K $1.6M
HWC
Hancock Whitney Corp

Financial Services
9.94K
+ 16.48%
$45.51 - $57.12 $452K - $568K
70.3K $3.59M
NWS
News Corp New Cl B Com Stk (De

Communication Services
27.3K
+ 22.14%
$26.33 - $29.43 $720K - $805K
151K $4.22M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
11.5K
+ 9.98%
$33.62 - $38.33 $387K - $441K
127K $4.78M
Activity Summary
Buys All Purchases 2599 New Holdings 209 Increased Positions 2390 Sells All Sells 1584 Reductions 1584 Sold out 0 Options Calls 0 Puts 0
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